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

Currently, Robertson Stephens Wealth Management, LLC holds 645 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in IWR (+250.0K shares, valued at $27.6M), IWF (+219.1K shares, valued at $27.2M), VOO (+32.9K shares, valued at $22.6M); decreased their positions in VGK (-315.1K shares, valued at $27.9M), IEMG (-178.6K shares, valued at $14.8M), N/A (-14.7K shares, valued at $11.0M); initiated new positions in N/A (+180.1K shares, valued at $9.2M), SPMO (+48.3K shares, valued at $7.8M), EWT (+61.9K shares, valued at $6.7M).

1M P&L

+31.2M+0.93%

3M P&L

+148.7M+4.58%

HY P&L

+2.9M+0.08%

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/A2.5B

75.3%

2Consumer Electronics141.9M

4.2%

3Semiconductors91.7M

2.7%

Top Industries by Stock Count

1N/A316 stocks

54.0%

2Biotechnology11 stocks

1.9%

3Semiconductors11 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS665.3K shares5.20%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS2.9M shares9.31%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS768.1K shares7.08%2026-06-302026-07-29

AAPL APPLE INC490.3K shares1.00%2026-06-302026-07-29

APPLOVIN CORP APPLOVIN CORP242.7K shares-0.00%2026-06-302026-07-29

IEMG ISHARES INC1.5M shares-10.60%2026-06-302026-07-29

ISHARES TR ISHARES TR162.8K shares-8.26%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS1.2M shares8.88%2026-06-302026-07-29

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ISHARES TR ISHARES TR782.7K shares-2.34%2026-06-302026-07-29

ISHARES TR ISHARES TR712.1K shares7.52%2026-06-302026-07-29

NVDA NVIDIA CORPORATION332.6K shares0.64%2026-06-302026-07-29

IWR ISHARES TR565.6K shares79.22%2026-06-302026-07-29

MSFT MICROSOFT CORP156.4K shares-1.88%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS147.7K shares4.72%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T71.4K shares-0.74%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR515.8K shares45.45%2026-06-302026-07-29

Sponsored

GOOG ALPHABET INC140.6K shares2.13%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T231.9K shares51.89%2026-06-302026-07-29

AMZN AMAZON COM INC170.5K shares2.15%2026-06-302026-07-29

IWF ISHARES TR298.4K shares276.26%2026-06-302026-07-29

IWB ISHARES TR85.2K shares0.00%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR181.4K shares1.35%2026-06-302026-07-29

GLD SPDR GOLD TR92.4K shares33.32%2026-06-302026-07-29

BBUS J P MORGAN EXCHANGE TRADED F252.0K shares-1.43%2026-06-302026-07-29

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QQQ INVESCO QQQ TR44.9K shares6.47%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST729.8K shares1.12%2026-06-302026-07-29

SGOV ISHARES TR286.2K shares216.75%2026-06-302026-07-29

VGT VANGUARD WORLD FD217.2K shares537.65%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR138.8K shares-2.58%2026-06-302026-07-29

GOOGL ALPHABET INC71.1K shares-1.31%2026-06-302026-07-29

VTV VANGUARD INDEX FDS115.0K shares-8.96%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO75.2K shares-1.94%2026-06-302026-07-29

Sponsored

CAT CATERPILLAR INC22.6K shares-0.72%2026-06-302026-07-29

DGRO ISHARES TR289.7K shares-3.68%2026-06-302026-07-29

VOT VANGUARD INDEX FDS70.1K shares49.25%2026-06-302026-07-29

VUG VANGUARD INDEX FDS240.6K shares836.60%2026-06-302026-07-29

EMAT EVOLUTION METALS & TECH CORP2.9M shares-0.96%2026-06-302026-07-29

IJR ISHARES TR125.6K shares-8.30%2026-06-302026-07-29

MUB ISHARES TR164.2K shares7.49%2026-06-302026-07-29

LLY ELI LILLY & CO14.4K shares-2.04%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION18.3K shares-1.44%2026-06-302026-07-29

EFV ISHARES TR223.9K shares-1.84%2026-06-302026-07-29

IWM ISHARES TR56.8K shares0.23%2026-06-302026-07-29

STNC HENNESSY FDS TR440.1K shares-4.81%2026-06-302026-07-29

VGK VANGUARD INTL EQUITY INDEX F188.8K shares-62.53%2026-06-302026-07-29

IJH ISHARES TR214.2K shares5.89%2026-06-302026-07-29

VBK VANGUARD INDEX FDS44.5K shares30.50%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F103.4K shares0.13%2026-06-302026-07-29

Sponsored

ABBVIE INC ABBVIE INC63.8K shares-0.14%2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST429.6K shares-0.37%2026-06-302026-07-29

ITOT ISHARES TR93.4K shares9.08%2026-06-302026-07-29

GBIL GOLDMAN SACHS ETF TR144.4K shares-8.57%2026-06-302026-07-29

PAVE GLOBAL X FDS244.4K shares-6.45%2026-06-302026-07-29

BGC BGC GROUP INC1.3M shares-4.04%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR88.3K shares81.77%2026-06-302026-07-29

MOAT VANECK ETF TRUST134.0K shares8.14%2026-06-302026-07-29

Sponsored

UUUU ENERGY FUELS INC950.5K shares0.84%2026-06-302026-07-29

HEZU ISHARES TR257.5K shares-0.03%2026-06-302026-07-29

IBDU ISHARES TR555.8K shares-1.13%2026-06-302026-07-29

BAC BANK OF AMER CORP225.8K shares-0.09%2026-06-302026-07-29

PFF ISHARES TR420.5K shares-1.40%2026-06-302026-07-29

USIG ISHARES TR242.9K shares2.08%2026-06-302026-07-29

DFAT DIMENSIONAL ETF TRUST176.1K shares0.17%2026-06-302026-07-29

AXON AXON ENTERPRISE INC20.9K shares0.73%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC89.4K shares-3.03%2026-06-302026-07-29

IXJ ISHARES TR115.9K shares24.45%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS71.4K shares-1.41%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR208.7K shares-8.10%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL22.2K shares-12.40%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC19.3K shares5.82%2026-06-302026-07-29

VISA INC VISA INC30.8K shares0.21%2026-06-302026-07-29

SUSL ISHARES TR77.7K shares-2.91%2026-06-302026-07-29

Sponsored

VWO VANGUARD INTL EQUITY INDEX F167.9K shares3.83%2026-06-302026-07-29

BBEU J P MORGAN EXCHANGE TRADED F128.4K shares-2.11%2026-06-302026-07-29

ESGD ISHARES TR96.0K shares6.73%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR310.3K shares22.49%2026-06-302026-07-29

QCOM QUALCOMM INC52.0K shares-0.06%2026-06-302026-07-29

EFA ISHARES TR91.7K shares-1.55%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS119.1K shares2.01%2026-06-302026-07-29

IVW ISHARES TR67.0K shares-0.61%2026-06-302026-07-29

Sponsored

XLC SELECT SECTOR SPDR TR86.0K shares-1.00%2026-06-302026-07-29

EA SERIES TRUST EA SERIES TRUST180.1K sharesnew addition2026-06-302026-07-29

HD HOME DEPOT INC26.0K shares-4.46%2026-06-302026-07-29

GSAT GLOBALSTAR INC109.6K shares-32.97%2026-06-302026-07-29

AMGN AMGEN INC24.5K shares-0.19%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO25.7K shares-1.84%2026-06-302026-07-29

GSK PLC GSK PLC163.3K shares-0.52%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION45.3K shares0.57%2026-06-302026-07-29

Sponsored

OEF ISHARES TR23.4K shares0.00%2026-06-302026-07-29

BX BLACKSTONE INC71.2K shares1.10%2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST102.1K shares-7.79%2026-06-302026-07-29

IBTJ ISHARES TR373.1K shares3.17%2026-06-302026-07-29

INDA ISHARES TR161.4K shares1252.82%2026-06-302026-07-29

LRCX LAM RESEARCH CORP18.3K shares6.80%2026-06-302026-07-29

EEM ISHARES TR114.8K shares-0.71%2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II48.3K sharesnew addition2026-06-302026-07-29

Sponsored

BROADCOM INC BROADCOM INC20.4K shares-51.55%2026-06-302026-07-29

IVE ISHARES TR33.9K shares-1.22%2026-06-302026-07-29

HYLB DBX ETF TR204.7K shares-5.48%2026-06-302026-07-29

VXUS VANGUARD STAR FDS86.4K shares11.61%2026-06-302026-07-29

GOVT ISHARES TR308.9K shares-0.89%2026-06-302026-07-29

EMXC ISHARES INC68.6K shares19.88%2026-06-302026-07-29

EAGG ISHARES TR142.1K shares5.36%2026-06-302026-07-29

EWT ISHARES INC61.9K sharesnew addition2026-06-302026-07-29

Sponsored

SCHY SCHWAB STRATEGIC TR209.8K shares4.83%2026-06-302026-07-29

GILD GILEAD SCIENCES INC52.6K shares-0.02%2026-06-302026-07-29

WMT WALMART INC58.4K shares0.16%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR56.0K shares5.04%2026-06-302026-07-29

JIVE J P MORGAN EXCHANGE TRADED F69.3K shares28.38%2026-06-302026-07-29

VPL VANGUARD INTL EQUITY INDEX F54.6K shares0.16%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON24.9K shares1.17%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC181.0K shares-0.06%2026-06-302026-07-29

Sponsored

ORACLE CORP ORACLE CORP40.5K shares2.62%2026-06-302026-07-29

VOE VANGUARD INDEX FDS29.7K shares-2.22%2026-06-302026-07-29

PWZ INVESCO EXCH TRADED FD TR II238.2K shares19.78%2026-06-302026-07-29

MINT PIMCO ETF TR57.4K shares-7.70%2026-06-302026-07-29

TROW PRICE T ROWE GROUP INC50.6K shares-0.03%2026-06-302026-07-29

VGIT VANGUARD SCOTTSDALE FDS92.1K shares-9.76%2026-06-302026-07-29

TSLA TESLA INC12.7K shares-7.71%2026-06-302026-07-29

SMH VANECK ETF TRUST8.2K shares12.95%2026-06-302026-07-29

Sponsored

VHT VANGUARD WORLD FD17.5K shares-2.80%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-06-302026-07-29

SII SPROTT INC46.4K shares-0.18%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC43.5K shares-3.93%2026-06-302026-07-29

IEI ISHARES TR42.8K shares1.02%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP36.4K shares-15.41%2026-06-302026-07-29

GSUS GOLDMAN SACHS ETF TR47.8K shares-11.07%2026-06-302026-07-29

DBJP DBX ETF TR42.0K shares-0.05%2026-06-302026-07-29

Sponsored

ASML ASML HLDG NV2.4K shares1.81%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS82.0K shares-4.04%2026-06-302026-07-29

VIRT VIRTU FINL INC78.0K shares0.03%2026-06-302026-07-29

VB VANGUARD INDEX FDS15.0K shares-10.59%2026-06-302026-07-29

CEF SPROTT ASSET MANAGEMENT LP110.5K shares0.09%2026-06-302026-07-29

TGT TARGET CORP33.9K shares-0.17%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST50.4K shares-4.11%2026-06-302026-07-29

VO VANGUARD INDEX FDS53.6K shares293.94%2026-06-302026-07-29

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SUSA ISHARES TR28.0K shares-0.75%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC6.8K shares-5.75%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC3.4K shares19.40%2026-06-302026-07-29

IWP ISHARES TR26.9K shares-0.40%2026-06-302026-07-29

MO ALTRIA GROUP INC53.2K shares-0.85%2026-06-302026-07-29

ESGE ISHARES INC70.0K shares7.28%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.53.6K shares-28.78%2026-06-302026-07-29

IXUS ISHARES TR39.8K shares-2.13%2026-06-302026-07-29

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COF CAPITAL ONE FINL CORP18.7K shares0.20%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL16.8K shares0.62%2026-06-302026-07-29

FTEC FIDELITY COVINGTON TRUST13.1K shares1.96%2026-06-302026-07-29

BA BOEING CO17.1K shares-1.60%2026-06-302026-07-29

SOXX ISHARES TR5.8K shares-3.62%2026-06-302026-07-29

VFH VANGUARD WORLD FD27.9K shares-57.15%2026-06-302026-07-29

CVX CHEVRON CORPORATION22.0K shares6.48%2026-06-302026-07-29

INTC INTEL CORP26.0K shares-15.32%2026-06-302026-07-29

Sponsored

PFE PFIZER INC148.6K shares-6.22%2026-06-302026-07-29

VANECK ETF TRUST VANECK ETF TRUST47.4K shares-0.04%2026-06-302026-07-29

GENIUS SPORTS LIMITED GENIUS SPORTS LIMITED589.7K shares19.34%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR78.5K shares-13.59%2026-06-302026-07-29

GBDC GOLUB CAP BDC INC275.7K shares-0.11%2026-06-302026-07-29

NMRK NEWMARK GROUP INC234.0K shares-11.58%2026-06-302026-07-29

MSGS MADISON SQUARE GRDN SPRT COR8.8K shares-0.02%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR65.8K shares-45.38%2026-06-302026-07-29

Sponsored

SLV ISHARES SILVER TR64.7K shares0.33%2026-06-302026-07-29

JBND J P MORGAN EXCHANGE TRADED F64.0K shares8.92%2026-06-302026-07-29

BLK BLACKROCK INC3.5K sharesnew addition2026-06-302026-07-29

XBI SPDR SERIES TRUST21.5K shares0.24%2026-06-302026-07-29

WFC WELLS FARGO & CO40.5K shares-1.61%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC6.6K shares-5.05%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD36.3K shares-1.36%2026-06-302026-07-29

DFUV DIMENSIONAL ETF TRUST58.8K shares0.01%2026-06-302026-07-29

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DFIV DIMENSIONAL ETF TRUST59.6K shares0.05%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR107.5K shares-1.71%2026-06-302026-07-29

UNP UNION PAC CORP11.1K shares-6.70%2026-06-302026-07-29

IGSB ISHARES TR57.5K shares-0.93%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS59.6K shares2.96%2026-06-302026-07-29

DMXF ISHARES TR35.6K shares7.41%2026-06-302026-07-29

FNCL FIDELITY COVINGTON TRUST38.9K shares1.71%2026-06-302026-07-29

VIS VANGUARD WORLD FD8.3K shares-1.49%2026-06-302026-07-29

Sponsored

PG PROCTER & GAMBLE CO20.0K shares-6.13%2026-06-302026-07-29

ETN EATON CORP PLC6.6K shares0.05%2026-06-302026-07-29

IPAC ISHARES TR33.9K shares-3.09%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS9.9K shares1.92%2026-06-302026-07-29

TIP ISHARES TR25.3K shares53.90%2026-06-302026-07-29

PEP PEPSICO INC20.4K shares-7.96%2026-06-302026-07-29

TCAF T ROWE PRICE EXCHANGE-TRADED67.3K shares0.00%2026-06-302026-07-29

GSIE GOLDMAN SACHS ETF TR60.0K shares-21.19%2026-06-302026-07-29

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EMB ISHARES TR28.3K shares19.94%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR75.5K shares0.98%2026-06-302026-07-29

OBDC BLUE OWL CAPITAL CORPORATION241.5K shares0.06%2026-06-302026-07-29

PFFD GLOBAL X FDS143.4K shares-5.95%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR32.2K shares0.55%2026-06-302026-07-29

DHR DANAHER CORP DEL13.9K shares-0.92%2026-06-302026-07-29

BE BLOOM ENERGY CORP8.4K shares-0.24%2026-06-302026-07-29

ABT ABBOTT LABORATORIES27.9K shares-10.40%2026-06-302026-07-29

Sponsored

IBHH ISHARES TR107.5K shares-13.11%2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F49.5K shares16.80%2026-06-302026-07-29

RNG RINGCENTRAL INC64.0K shares-5.03%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC33.7K shares-0.53%2026-06-302026-07-29

ROST ROSS STORES INC11.4K shares-23.22%2026-06-302026-07-29

MCD MCDONALDS CORP8.9K shares-0.89%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO41.5K shares-3.54%2026-06-302026-07-29

CRM SALESFORCE INC14.8K shares89.89%2026-06-302026-07-29

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IBB ISHARES TR12.1K shares1.12%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND4.4K shares-2.82%2026-06-302026-07-29

NKE NIKE INC53.8K shares64.69%2026-06-302026-07-29

NOBL PROSHARES TR39.6K shares83.66%2026-06-302026-07-29

IWO ISHARES TR5.5K shares-2.29%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST31.3K shares5.88%2026-06-302026-07-29

LVHI LEGG MASON ETF INVT52.3K shares82.33%2026-06-302026-07-29

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC15.3K shares-0.24%2026-06-302026-07-29

Sponsored

C CITIGROUP INC15.0K shares-1.89%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L56.9K shares-0.18%2026-06-302026-07-29

TJX TJX COS INC NEW13.8K shares23.13%2026-06-302026-07-29

ADPT ADAPTIVE BIOTECHNOLOGIES COR97.2K shares0.00%2026-06-302026-07-29

EWU ISHARES TR45.1K shares-2.26%2026-06-302026-07-29

IBIF ISHARES TR77.7K shares2.27%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC5.9K shares-7.46%2026-06-302026-07-29

EWC ISHARES INC34.8K shares-0.04%2026-06-302026-07-29

Sponsored

ESGV VANGUARD WORLD FD15.1K shares-0.01%2026-06-302026-07-29

ECL ECOLAB INC7.1K shares0.16%2026-06-302026-07-29

WY WEYERHAEUSER CO82.2K shares0.58%2026-06-302026-07-29

IDEV ISHARES TR21.9K shares-5.07%2026-06-302026-07-29

NEM NEWMONT CORP20.9K shares-0.54%2026-06-302026-07-29

QUAL ISHARES TR8.8K shares-33.30%2026-06-302026-07-29

SPTL SPDR SERIES TRUST73.4K shares-14.27%2026-06-302026-07-29

BOXX EA SERIES TRUST16.1K shares-5.83%2026-06-302026-07-29

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XJH ISHARES TR36.0K shares7.09%2026-06-302026-07-29

USMV ISHARES TR19.1K shares-0.21%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC4.4K shares-19.67%2026-06-302026-07-29

OMF ONEMAIN HLDGS INC28.3K shares303.71%2026-06-302026-07-29

MGK VANGUARD WORLD FD19.5K shares420.42%2026-06-302026-07-29

EMXF ISHARES TR29.4K shares-4.31%2026-06-302026-07-29

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URI UNITED RENTALS INC364 shares-2.15%2026-06-302026-07-29

Sponsored

PSKY PARAMOUNT SKYDANCE CORP40.1K shares-4.67%2026-06-302026-07-29

WELL WELLTOWER INC1.7K shares-2.30%2026-06-302026-07-29

IFN ABERDEEN INDIA FD INC33.5K shares-29.47%2026-06-302026-07-29

FPE FIRST TR EXCH TRADED FD III21.9K shares-10.80%2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION5.3K shares1.19%2026-06-302026-07-29

IT GARTNER INC3.0K shares0.23%2026-06-302026-07-29

FLTR VANECK ETF TRUST15.2K shares-5.95%2026-06-302026-07-29

XYL XYLEM INC3.3K shares3.88%2026-06-302026-07-29

Sponsored

ITW ILLINOIS TOOL WKS INC1.4K shares-6.65%2026-06-302026-07-29

EPOL ISHARES TR9.9K shares-95.11%2026-06-302026-07-29

DE DEERE & CO599 shares-2.44%2026-06-302026-07-29

XLRE SELECT SECTOR SPDR TR8.6K shares0.02%2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-06-302026-07-29

CMF ISHARES TR6.5K shares4.87%2026-06-302026-07-29

EWH ISHARES INC17.7K shares-21.23%2026-06-302026-07-29

PGR PROGRESSIVE CORP1.7K shares-0.53%2026-06-302026-07-29

Sponsored

FAST FASTENAL CO7.6K shares-1.82%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS INC2.2K shares7.88%2026-06-302026-07-29

CTMX CYTOMX THERAPEUTICS INC.96.0K sharesnew addition2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC3.6K shares83.23%2026-06-302026-07-29

CUE CUE BIOPHARMA INC11.1K sharesnew addition2026-06-302026-07-29

XYZ BLOCK INC4.6K shares-19.79%2026-06-302026-07-29

X-ENERGY INC X-ENERGY INC19.0K sharesnew addition2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.1K shares-6.08%2026-06-302026-07-29

Sponsored

IMCB ISHARES TR3.6K shares0.00%2026-06-302026-07-29

FNF FIDELITY NATL FINL INC7.3K shares0.01%2026-06-302026-07-29

EWA ISHARES INC12.2K shares0.00%2026-06-302026-07-29

HDEF DBX ETF TR10.7K shares0.00%2026-06-302026-07-29

VOO

VANGUARD INDEX FDS

5.20%

Shares665.3K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

9.31%

Shares2.9M

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

7.08%

Shares768.1K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

1.00%

Shares490.3K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

-0.00%

Shares242.7K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-10.60%

Shares1.5M

Event2026-06-30

Filed2026-07-29

ISHARES TR

-8.26%

Shares162.8K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

8.88%

Shares1.2M

Event2026-06-30

Filed2026-07-29

ISHARES TR

-2.34%

Shares782.7K

Event2026-06-30

Filed2026-07-29

ISHARES TR

7.52%

Shares712.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.64%

Shares332.6K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

79.22%

Shares565.6K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-1.88%

Shares156.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

4.72%

Shares147.7K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.74%

Shares71.4K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

45.45%

Shares515.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

2.13%

Shares140.6K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

51.89%

Shares231.9K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

2.15%

Shares170.5K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

276.26%

Shares298.4K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.00%

Shares85.2K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

1.35%

Shares181.4K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

33.32%

Shares92.4K

Event2026-06-30

Filed2026-07-29

BBUS

J P MORGAN EXCHANGE TRADED F

-1.43%

Shares252.0K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

6.47%

Shares44.9K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

1.12%

Shares729.8K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR

216.75%

Shares286.2K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

537.65%

Shares217.2K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

-2.58%

Shares138.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-1.31%

Shares71.1K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-8.96%

Shares115.0K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-1.94%

Shares75.2K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-0.72%

Shares22.6K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-3.68%

Shares289.7K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

49.25%

Shares70.1K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

836.60%

Shares240.6K

Event2026-06-30

Filed2026-07-29

EMAT

EVOLUTION METALS & TECH CORP

-0.96%

Shares2.9M

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-8.30%

Shares125.6K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

7.49%

Shares164.2K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

-2.04%

Shares14.4K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-1.44%

Shares18.3K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

-1.84%

Shares223.9K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

0.23%

Shares56.8K

Event2026-06-30

Filed2026-07-29

STNC

HENNESSY FDS TR

-4.81%

Shares440.1K

Event2026-06-30

Filed2026-07-29

VGK

VANGUARD INTL EQUITY INDEX F

-62.53%

Shares188.8K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

5.89%

Shares214.2K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

30.50%

Shares44.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.13%

Shares103.4K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-0.14%

Shares63.8K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

-0.37%

Shares429.6K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

9.08%

Shares93.4K

Event2026-06-30

Filed2026-07-29

GBIL

GOLDMAN SACHS ETF TR

-8.57%

Shares144.4K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

-6.45%

Shares244.4K

Event2026-06-30

Filed2026-07-29

BGC

BGC GROUP INC

-4.04%

Shares1.3M

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

81.77%

Shares88.3K

Event2026-06-30

Filed2026-07-29

MOAT

VANECK ETF TRUST

8.14%

Shares134.0K

Event2026-06-30

Filed2026-07-29

UUUU

ENERGY FUELS INC

0.84%

Shares950.5K

Event2026-06-30

Filed2026-07-29

HEZU

ISHARES TR

-0.03%

Shares257.5K

Event2026-06-30

Filed2026-07-29

IBDU

ISHARES TR

-1.13%

Shares555.8K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-0.09%

Shares225.8K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

-1.40%

Shares420.5K

Event2026-06-30

Filed2026-07-29

USIG

ISHARES TR

2.08%

Shares242.9K

Event2026-06-30

Filed2026-07-29

DFAT

DIMENSIONAL ETF TRUST

0.17%

Shares176.1K

Event2026-06-30

Filed2026-07-29

AXON

AXON ENTERPRISE INC

0.73%

Shares20.9K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-3.03%

Shares89.4K

Event2026-06-30

Filed2026-07-29

IXJ

ISHARES TR

24.45%

Shares115.9K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-1.41%

Shares71.4K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-8.10%

Shares208.7K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.40%

Shares22.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

5.82%

Shares19.3K

Event2026-06-30

Filed2026-07-29

VISA INC

0.21%

Shares30.8K

Event2026-06-30

Filed2026-07-29

SUSL

ISHARES TR

-2.91%

Shares77.7K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

3.83%

Shares167.9K

Event2026-06-30

Filed2026-07-29

BBEU

J P MORGAN EXCHANGE TRADED F

-2.11%

Shares128.4K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

6.73%

Shares96.0K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

22.49%

Shares310.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-0.06%

Shares52.0K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-1.55%

Shares91.7K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

2.01%

Shares119.1K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-0.61%

Shares67.0K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

-1.00%

Shares86.0K

Event2026-06-30

Filed2026-07-29

EA SERIES TRUST

New

Shares180.1K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-4.46%

Shares26.0K

Event2026-06-30

Filed2026-07-29

GSAT

GLOBALSTAR INC

-32.97%

Shares109.6K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-0.19%

Shares24.5K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

-1.84%

Shares25.7K

Event2026-06-30

Filed2026-07-29

GSK PLC

-0.52%

Shares163.3K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.57%

Shares45.3K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

1.10%

Shares71.2K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

-7.79%

Shares102.1K

Event2026-06-30

Filed2026-07-29

IBTJ

ISHARES TR

3.17%

Shares373.1K

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

1252.82%

Shares161.4K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

6.80%

Shares18.3K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-0.71%

Shares114.8K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares48.3K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-51.55%

Shares20.4K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-1.22%

Shares33.9K

Event2026-06-30

Filed2026-07-29

HYLB

DBX ETF TR

-5.48%

Shares204.7K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

11.61%

Shares86.4K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

-0.89%

Shares308.9K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

19.88%

Shares68.6K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES TR

5.36%

Shares142.1K

Event2026-06-30

Filed2026-07-29

EWT

ISHARES INC

New

Shares61.9K

Event2026-06-30

Filed2026-07-29

SCHY

SCHWAB STRATEGIC TR

4.83%

Shares209.8K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-0.02%

Shares52.6K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.16%

Shares58.4K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

5.04%

Shares56.0K

Event2026-06-30

Filed2026-07-29

JIVE

J P MORGAN EXCHANGE TRADED F

28.38%

Shares69.3K

Event2026-06-30

Filed2026-07-29

VPL

VANGUARD INTL EQUITY INDEX F

0.16%

Shares54.6K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

1.17%

Shares24.9K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

-0.06%

Shares181.0K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

2.62%

Shares40.5K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-2.22%

Shares29.7K

Event2026-06-30

Filed2026-07-29

PWZ

INVESCO EXCH TRADED FD TR II

19.78%

Shares238.2K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-7.70%

Shares57.4K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

-0.03%

Shares50.6K

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

-9.76%

Shares92.1K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-7.71%

Shares12.7K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

12.95%

Shares8.2K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-2.80%

Shares17.5K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

SII

SPROTT INC

-0.18%

Shares46.4K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-3.93%

Shares43.5K

Event2026-06-30

Filed2026-07-29

IEI

ISHARES TR

1.02%

Shares42.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-15.41%

Shares36.4K

Event2026-06-30

Filed2026-07-29

GSUS

GOLDMAN SACHS ETF TR

-11.07%

Shares47.8K

Event2026-06-30

Filed2026-07-29

DBJP

DBX ETF TR

-0.05%

Shares42.0K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

1.81%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

-4.04%

Shares82.0K

Event2026-06-30

Filed2026-07-29

VIRT

VIRTU FINL INC

0.03%

Shares78.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-10.59%

Shares15.0K

Event2026-06-30

Filed2026-07-29

CEF

SPROTT ASSET MANAGEMENT LP

0.09%

Shares110.5K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

-0.17%

Shares33.9K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

-4.11%

Shares50.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

293.94%

Shares53.6K

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

-0.75%

Shares28.0K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-5.75%

Shares6.8K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

19.40%

Shares3.4K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

-0.40%

Shares26.9K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-0.85%

Shares53.2K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

7.28%

Shares70.0K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-28.78%

Shares53.6K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

-2.13%

Shares39.8K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

0.20%

Shares18.7K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

0.62%

Shares16.8K

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY COVINGTON TRUST

1.96%

Shares13.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

-1.60%

Shares17.1K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

-3.62%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

-57.15%

Shares27.9K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

6.48%

Shares22.0K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-15.32%

Shares26.0K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-6.22%

Shares148.6K

Event2026-06-30

Filed2026-07-29

VANECK ETF TRUST

-0.04%

Shares47.4K

Event2026-06-30

Filed2026-07-29

GENIUS SPORTS LIMITED

19.34%

Shares589.7K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-13.59%

Shares78.5K

Event2026-06-30

Filed2026-07-29

GBDC

GOLUB CAP BDC INC

-0.11%

Shares275.7K

Event2026-06-30

Filed2026-07-29

NMRK

NEWMARK GROUP INC

-11.58%

Shares234.0K

Event2026-06-30

Filed2026-07-29

MSGS

MADISON SQUARE GRDN SPRT COR

-0.02%

Shares8.8K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

-45.38%

Shares65.8K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

0.33%

Shares64.7K

Event2026-06-30

Filed2026-07-29

JBND

J P MORGAN EXCHANGE TRADED F

8.92%

Shares64.0K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

0.24%

Shares21.5K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-1.61%

Shares40.5K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-5.05%

Shares6.6K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-1.36%

Shares36.3K

Event2026-06-30

Filed2026-07-29

DFUV

DIMENSIONAL ETF TRUST

0.01%

Shares58.8K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

0.05%

Shares59.6K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-1.71%

Shares107.5K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-6.70%

Shares11.1K

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR

-0.93%

Shares57.5K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

2.96%

Shares59.6K

Event2026-06-30

Filed2026-07-29

DMXF

ISHARES TR

7.41%

Shares35.6K

Event2026-06-30

Filed2026-07-29

FNCL

FIDELITY COVINGTON TRUST

1.71%

Shares38.9K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

-1.49%

Shares8.3K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-6.13%

Shares20.0K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

0.05%

Shares6.6K

Event2026-06-30

Filed2026-07-29

IPAC

ISHARES TR

-3.09%

Shares33.9K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

1.92%

Shares9.9K

Event2026-06-30

Filed2026-07-29

TIP

ISHARES TR

53.90%

Shares25.3K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-7.96%

Shares20.4K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares67.3K

Event2026-06-30

Filed2026-07-29

GSIE

GOLDMAN SACHS ETF TR

-21.19%

Shares60.0K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

19.94%

Shares28.3K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

0.98%

Shares75.5K

Event2026-06-30

Filed2026-07-29

OBDC

BLUE OWL CAPITAL CORPORATION

0.06%

Shares241.5K

Event2026-06-30

Filed2026-07-29

PFFD

GLOBAL X FDS

-5.95%

Shares143.4K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

0.55%

Shares32.2K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

-0.92%

Shares13.9K

Event2026-06-30

Filed2026-07-29

BLOOM ENERGY CORP

-0.24%

Shares8.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-10.40%

Shares27.9K

Event2026-06-30

Filed2026-07-29

IBHH

ISHARES TR

-13.11%

Shares107.5K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

16.80%

Shares49.5K

Event2026-06-30

Filed2026-07-29

RNG

RINGCENTRAL INC

-5.03%

Shares64.0K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

-0.53%

Shares33.7K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC

-23.22%

Shares11.4K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-0.89%

Shares8.9K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-3.54%

Shares41.5K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

89.89%

Shares14.8K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

1.12%

Shares12.1K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-2.82%

Shares4.4K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

64.69%

Shares53.8K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

83.66%

Shares39.6K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-2.29%

Shares5.5K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

5.88%

Shares31.3K

Event2026-06-30

Filed2026-07-29

LVHI

LEGG MASON ETF INVT

82.33%

Shares52.3K

Event2026-06-30

Filed2026-07-29

CONSTELLATION BRANDS INC

-0.24%

Shares15.3K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-1.89%

Shares15.0K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

-0.18%

Shares56.9K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

23.13%

Shares13.8K

Event2026-06-30

Filed2026-07-29

ADPT

ADAPTIVE BIOTECHNOLOGIES COR

0.00%

Shares97.2K

Event2026-06-30

Filed2026-07-29

EWU

ISHARES TR

-2.26%

Shares45.1K

Event2026-06-30

Filed2026-07-29

IBIF

ISHARES TR

2.27%

Shares77.7K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-7.46%

Shares5.9K

Event2026-06-30

Filed2026-07-29

EWC

ISHARES INC

-0.04%

Shares34.8K

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

-0.01%

Shares15.1K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

0.16%

Shares7.1K

Event2026-06-30

Filed2026-07-29

WEYERHAEUSER CO

0.58%

Shares82.2K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

-5.07%

Shares21.9K

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

-0.54%

Shares20.9K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-33.30%

Shares8.8K

Event2026-06-30

Filed2026-07-29

SPTL

SPDR SERIES TRUST

-14.27%

Shares73.4K

Event2026-06-30

Filed2026-07-29

BOXX

EA SERIES TRUST

-5.83%

Shares16.1K

Event2026-06-30

Filed2026-07-29

XJH

ISHARES TR

7.09%

Shares36.0K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-0.21%

Shares19.1K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-19.67%

Shares4.4K

Event2026-06-30

Filed2026-07-29

OMF

ONEMAIN HLDGS INC

303.71%

Shares28.3K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

420.42%

Shares19.5K

Event2026-06-30

Filed2026-07-29

EMXF

ISHARES TR

-4.31%

Shares29.4K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

-16.62%

Shares30.3K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

4.79%

Shares3.3K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

-15.15%

Shares22.3K

Event2026-06-30

Filed2026-07-29

VOX

VANGUARD WORLD FD

-13.27%

Shares9.0K

Event2026-06-30

Filed2026-07-29

XSOE

WISDOMTREE TR

0.12%

Shares33.2K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

4.09%

Shares19.5K

Event2026-06-30

Filed2026-07-29

LAZ

LAZARD INC

0.83%

Shares38.8K

Event2026-06-30

Filed2026-07-29

VSDB

VANGUARD MALVERN FDS

0.95%

Shares21.2K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-12.48%

Shares3.9K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

-2.39%

Shares10.2K

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

-10.14%

Shares30.9K

Event2026-06-30

Filed2026-07-29

EPP

ISHARES INC

-0.75%

Shares29.4K

Event2026-06-30

Filed2026-07-29

MODG

CALLAWAY GOLF CO

0.00%

Shares83.4K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

2.80%

Shares21.3K

Event2026-06-30

Filed2026-07-29

IQLT

ISHARES TR

New

Shares31.4K

Event2026-06-30

Filed2026-07-29

IHI

ISHARES TR

11.74%

Shares31.3K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-10.54%

Shares17.6K

Event2026-06-30

Filed2026-07-29

GCOR

GOLDMAN SACHS ETF TR

-16.12%

Shares37.3K

Event2026-06-30

Filed2026-07-29

HEDJ

WISDOMTREE TR

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-29

BBJP

J P MORGAN EXCHANGE TRADED F

6.32%

Shares20.2K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

75.25%

Shares11.9K

Event2026-06-30

Filed2026-07-29

FDIS

FIDELITY COVINGTON TRUST

5.20%

Shares14.5K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-40.87%

Shares18.1K

Event2026-06-30

Filed2026-07-29

EVEREST GROUP LTD

-0.91%

Shares4.1K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

1.83%

Shares19.2K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

33.38%

Shares8.8K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-15.09%

Shares42.4K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

-7.80%

Shares28.3K

Event2026-06-30

Filed2026-07-29

CVBF

CVB FINL CORP

New

Shares63.0K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

-16.89%

Shares4.1K

Event2026-06-30

Filed2026-07-29

AVUS

AMERICAN CENTY ETF TR

0.26%

Shares11.0K

Event2026-06-30

Filed2026-07-29

DBMF

LITMAN GREGORY FDS TR

New

Shares45.7K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares8.1K

Event2026-06-30

Filed2026-07-29

MPLX

MPLX LP

3.55%

Shares24.4K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

-10.37%

Shares29.6K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-5.26%

Shares5.6K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

2.04%

Shares5.5K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

875.56%

Shares4.4K

Event2026-06-30

Filed2026-07-29

MKC

MCCORMICK & CO INC

-0.03%

Shares26.2K

Event2026-06-30

Filed2026-07-29

AIRR

FIRST TR EXCHANGE TRADED FD

5.82%

Shares9.9K

Event2026-06-30

Filed2026-07-29

EMNT

PIMCO ETF TR

-11.27%

Shares13.3K

Event2026-06-30

Filed2026-07-29

PSA

PUBLIC STORAGE

0.15%

Shares4.1K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

-0.35%

Shares52.5K

Event2026-06-30

Filed2026-07-29

IBHI

ISHARES TR

47.92%

Shares54.0K

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

-0.54%

Shares6.1K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares7.3K

Event2026-06-30

Filed2026-07-29

TOOTSIE ROLL INDS INC

2.94%

Shares31.4K

Event2026-06-30

Filed2026-07-29

FEGE

RBB FUND TRUST

-77.59%

Shares25.1K

Event2026-06-30

Filed2026-07-29

KBWB

INVESCO EXCH TRADED FD TR II

-0.08%

Shares13.1K

Event2026-06-30

Filed2026-07-29

DGRW

WISDOMTREE TR

-1.73%

Shares12.7K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-2.97%

Shares2.4K

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-19.62%

Shares12.2K

Event2026-06-30

Filed2026-07-29

ILMN

ILLUMINA INC

-4.25%

Shares6.7K

Event2026-06-30

Filed2026-07-29

BBIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

JNK

SPDR SERIES TRUST

-2.74%

Shares12.2K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-12.29%

Shares9.4K

Event2026-06-30

Filed2026-07-29

LMNR

LIMONEIRA CO

0.00%

Shares88.2K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

0.00%

Shares27.9K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-0.89%

Shares39.1K

Event2026-06-30

Filed2026-07-29

BBAX

J P MORGAN EXCHANGE TRADED F

0.02%

Shares19.1K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-0.27%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

0.01%

Shares11.5K

Event2026-06-30

Filed2026-07-29

HYATT HOTELS CORP

-0.38%

Shares5.8K

Event2026-06-30

Filed2026-07-29

BCAL

CALIFORNIA BANCORP

0.00%

Shares53.6K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

13.51%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

1.03%

Shares10.9K

Event2026-06-30

Filed2026-07-29

MSGE

MADISON SQUARE GARDEN ENTMT

-0.37%

Shares13.5K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

-4.39%

Shares15.1K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-1.68%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CHKP

CHECK POINT SOFTWARE TECH LT

1.58%

Shares8.1K

Event2026-06-30

Filed2026-07-29

DXJ

WISDOMTREE TR

-0.11%

Shares6.1K

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

EPI

WISDOMTREE TR

3.27%

Shares24.5K

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

-0.53%

Shares24.5K

Event2026-06-30

Filed2026-07-29

MRNA

MODERNA INC

-1.16%

Shares14.7K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-6.92%

Shares4.2K

Event2026-06-30

Filed2026-07-29

FBT

FIRST TR EXCHANGE-TRADED FD

-0.39%

Shares4.1K

Event2026-06-30

Filed2026-07-29

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

-7.92%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

-23.45%

Shares19.3K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

-10.01%

Shares1.0K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-0.37%

Shares4.8K

Event2026-06-30

Filed2026-07-29

USHY

ISHARES TR

89.42%

Shares27.1K

Event2026-06-30

Filed2026-07-29

ZBH

ZIMMER BIOMET HOLDINGS INC

-8.08%

Shares11.6K

Event2026-06-30

Filed2026-07-29

OKTA

OKTA INC

0.87%

Shares7.3K

Event2026-06-30

Filed2026-07-29

EWG

ISHARES INC

1.23%

Shares24.1K

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TR EXCHANGE TRADED FD

8.29%

Shares12.1K

Event2026-06-30

Filed2026-07-29

SUNCOR ENERGY INC NEW

-0.78%

Shares18.3K

Event2026-06-30

Filed2026-07-29

SPYI

NEOS ETF TRUST

269.23%

Shares18.5K

Event2026-06-30

Filed2026-07-29

FVD

FIRST TR EXCHANGE-TRADED FD

-0.20%

Shares20.3K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

57.94%

Shares21.2K

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

-2.66%

Shares2.5K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

-2.61%

Shares2.8K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

-83.47%

Shares8.7K

Event2026-06-30

Filed2026-07-29

BELPOINTE PREP LLC

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

28.89%

Shares6.0K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-43.57%

Shares16.4K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-12.31%

Shares6.4K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

-7.76%

Shares9.6K

Event2026-06-30

Filed2026-07-29

DFAS

DIMENSIONAL ETF TRUST

9.23%

Shares11.0K

Event2026-06-30

Filed2026-07-29

COPX

GLOBAL X FDS

23.28%

Shares11.7K

Event2026-06-30

Filed2026-07-29

RDWR

RADWARE LTD

-1.12%

Shares29.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-3.36%

Shares2.6K

Event2026-06-30

Filed2026-07-29

JPIE

J P MORGAN EXCHANGE TRADED F

-18.41%

Shares19.3K

Event2026-06-30

Filed2026-07-29

NOVAGOLD RESOURCES INC

-12.06%

Shares146.3K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

-1.39%

Shares6.4K

Event2026-06-30

Filed2026-07-29

FHLC

FIDELITY COVINGTON TRUST

6.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

TECK

TECK RESOURCES LTD

-6.76%

Shares14.5K

Event2026-06-30

Filed2026-07-29

AZO

AUTOZONE INC

75.00%

Shares266

Event2026-06-30

Filed2026-07-29

GRMN

GARMIN LTD

-1.03%

Shares3.6K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

-0.84%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-0.17%

Shares9.1K

Event2026-06-30

Filed2026-07-29

CGXU

CAPITAL GROUP INTL FOCUS EQT

-12.02%

Shares24.1K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

-0.67%

Shares4.2K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

1.11%

Shares10.8K

Event2026-06-30

Filed2026-07-29

ALNYLAM PHARMACEUTICALS INC

-1.90%

Shares2.8K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

73.45%

Shares3.2K

Event2026-06-30

Filed2026-07-29

FIDU

FIDELITY COVINGTON TRUST

5.18%

Shares8.3K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2411.96%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PII

POLARIS INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

-0.16%

Shares5.6K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

48.48%

Shares8.5K

Event2026-06-30

Filed2026-07-29

APG

API GROUP CORP

-1.55%

Shares19.1K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.40%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-0.58%

Shares1.0K

Event2026-06-30

Filed2026-07-29

OWL

BLUE OWL CAPITAL INC

114.59%

Shares90.0K

Event2026-06-30

Filed2026-07-29

BFST

BUSINESS FIRST BANCSHARES IN

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-29

MFC

MANULIFE FINL CORP

0.18%

Shares19.3K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

-0.36%

Shares16.4K

Event2026-06-30

Filed2026-07-29

HYMB

SPDR SERIES TRUST

0.00%

Shares30.6K

Event2026-06-30

Filed2026-07-29

3M CO

-13.50%

Shares4.8K

Event2026-06-30

Filed2026-07-29

SBR

SABINE RTY TR

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-29

DWM

WISDOMTREE TR

-10.67%

Shares10.5K

Event2026-06-30

Filed2026-07-29

TMSL

T ROWE PRICE EXCHANGE-TRADED

-11.89%

Shares17.6K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

-10.68%

Shares4.9K

Event2026-06-30

Filed2026-07-29

HEWJ

ISHARES TR

112.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

INCY

INCYTE CORP

-0.16%

Shares6.7K

Event2026-06-30

Filed2026-07-29

FBTC

FIDELITY WISE ORIGIN BITCOIN

3.50%

Shares14.8K

Event2026-06-30

Filed2026-07-29

DJAN

FIRST TR EXCHNG TRADED FD VI

-4.66%

Shares16.4K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

-5.31%

Shares4.2K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

122.76%

Shares6.4K

Event2026-06-30

Filed2026-07-29

IYF

ISHARES TR

0.05%

Shares5.8K

Event2026-06-30

Filed2026-07-29

EUSA

ISHARES INC

158.66%

Shares6.5K

Event2026-06-30

Filed2026-07-29

HLN

HALEON PLC

-1.81%

Shares78.5K

Event2026-06-30

Filed2026-07-29

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

-0.50%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VTR

VENTAS INC

-0.15%

Shares8.2K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

14.49%

Shares8.9K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

0.16%

Shares4.4K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

-7.98%

Shares6.2K

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC

-33.63%

Shares2.0K

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

-11.75%

Shares2.1K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-0.67%

Shares11.6K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

2.66%

Shares12.1K

Event2026-06-30

Filed2026-07-29

AEROVIRONMENT INC

5.33%

Shares4.2K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

13.15%

Shares25.2K

Event2026-06-30

Filed2026-07-29

EWJ

ISHARES INC

0.19%

Shares7.5K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

-1.95%

Shares953

Event2026-06-30

Filed2026-07-29

INVESCO EXCH TRADED FD TR II

0.00%

Shares29.2K

Event2026-06-30

Filed2026-07-29

WSC

WILLSCOT HLDGS CORP

-0.83%

Shares23.8K

Event2026-06-30

Filed2026-07-29

IEUR

ISHARES TR

-35.34%

Shares9.0K

Event2026-06-30

Filed2026-07-29

LMBS

FIRST TR EXCHANGE-TRADED FD

-10.39%

Shares13.5K

Event2026-06-30

Filed2026-07-29

URTH

ISHARES INC

0.67%

Shares3.3K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

23.40%

Shares13.2K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

5.70%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SPHR

SPHERE ENTERTAINMENT CO

-11.70%

Shares3.8K

Event2026-06-30

Filed2026-07-29

PIPR

PIPER SANDLER COMPANIES

-2.16%

Shares9.0K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

2.24%

Shares1.6K

Event2026-06-30

Filed2026-07-29

TRN

TRINITY INDS INC

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-29

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

-0.71%

Shares4.2K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-8.32%

Shares2.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-0.62%

Shares43.4K

Event2026-06-30

Filed2026-07-29

VFMO

VANGUARD WELLINGTON FD

45.66%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-0.55%

Shares3.3K

Event2026-06-30

Filed2026-07-29

HAEMONETICS CORP MASS

36.90%

Shares7.9K

Event2026-06-30

Filed2026-07-29

FENY

FIDELITY COVINGTON TRUST

-0.17%

Shares19.9K

Event2026-06-30

Filed2026-07-29

FISERV INC

-8.92%

Shares12.0K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

-0.71%

Shares5.6K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

-1.53%

Shares2.3K

Event2026-06-30

Filed2026-07-29

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

EWS

ISHARES INC

-1.02%

Shares19.6K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-6.20%

Shares2.6K

Event2026-06-30

Filed2026-07-29

DBEU

DBX ETF TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

-0.03%

Shares6.3K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

-7.13%

Shares6.2K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

1.29%

Shares17.9K

Event2026-06-30

Filed2026-07-29

GCAL

GOLDMAN SACHS ETF TR

21.90%

Shares11.1K

Event2026-06-30

Filed2026-07-29

GREK

GLOBAL X FDS

-2.59%

Shares7.5K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

-6.26%

Shares1.1K

Event2026-06-30

Filed2026-07-29

XJR

ISHARES TR

3.78%

Shares10.5K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

55.17%

Shares4.4K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

-4.97%

Shares4.6K

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

-1.12%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

7.04%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares741

Event2026-06-30

Filed2026-07-29

VSGX

VANGUARD WORLD FD

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-29

QCJA

FIRST TR EXCHNG TRADED FD VI

-3.90%

Shares22.2K

Event2026-06-30

Filed2026-07-29

ARTY

ISHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-29

USFR

WISDOMTREE TR

-62.17%

Shares10.2K

Event2026-06-30

Filed2026-07-29

RDCM

RADCOM LTD

New

Shares36.3K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

-19.25%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

-0.21%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ADOBE INC

-18.33%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PAAS

PAN AMERN SILVER CORP

-4.31%

Shares11.1K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-15.57%

Shares656

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

-3.97%

Shares4.8K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

3.19%

Shares9.7K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

0.58%

Shares689

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-1.80%

Shares1.5K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

-0.19%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-14.10%

Shares11.4K

Event2026-06-30

Filed2026-07-29

IBTG

ISHARES TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

-1.57%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares210

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

-0.94%

Shares4.7K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

VLUE

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VRSK

VERISK ANALYTICS INC

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-0.87%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IWC

ISHARES TR

2.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-29

GJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-29

FREL

FIDELITY COVINGTON TRUST

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-29

GCTS

GCT SEMICONDUCTOR HLDG INC

New

Shares150.0K

Event2026-06-30

Filed2026-07-29

IWV

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

ICVT

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

DATADOG INC

-33.22%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

-1.24%

Shares5.5K

Event2026-06-30

Filed2026-07-29

STRATEGY INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

-30.82%

Shares909

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

1.08%

Shares1.7K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

-2.15%

Shares364

Event2026-06-30

Filed2026-07-29

PSKY

PARAMOUNT SKYDANCE CORP

-4.67%

Shares40.1K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

-2.30%

Shares1.7K

Event2026-06-30

Filed2026-07-29

IFN

ABERDEEN INDIA FD INC

-29.47%

Shares33.5K

Event2026-06-30

Filed2026-07-29

FPE

FIRST TR EXCH TRADED FD III

-10.80%

Shares21.9K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

1.19%

Shares5.3K

Event2026-06-30

Filed2026-07-29

GARTNER INC

0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-29

FLTR

VANECK ETF TRUST

-5.95%

Shares15.2K

Event2026-06-30

Filed2026-07-29

XYL

XYLEM INC

3.88%

Shares3.3K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

-6.65%

Shares1.4K

Event2026-06-30

Filed2026-07-29

EPOL

ISHARES TR

-95.11%

Shares9.9K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-2.44%

Shares599

Event2026-06-30

Filed2026-07-29

XLRE

SELECT SECTOR SPDR TR

0.02%

Shares8.6K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CMF

ISHARES TR

4.87%

Shares6.5K

Event2026-06-30

Filed2026-07-29

EWH

ISHARES INC

-21.23%

Shares17.7K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

-0.53%

Shares1.7K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

-1.82%

Shares7.6K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

7.88%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CTMX

CYTOMX THERAPEUTICS INC.

New

Shares96.0K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

83.23%

Shares3.6K

Event2026-06-30

Filed2026-07-29

CUE

CUE BIOPHARMA INC

New

Shares11.1K

Event2026-06-30

Filed2026-07-29

XYZ

BLOCK INC

-19.79%

Shares4.6K

Event2026-06-30

Filed2026-07-29

X-ENERGY INC

New

Shares19.0K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-6.08%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IMCB

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

FNF

FIDELITY NATL FINL INC

0.01%

Shares7.3K

Event2026-06-30

Filed2026-07-29

EWA

ISHARES INC

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-29

HDEF

DBX ETF TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available