Sponsored

The Analysis of WEALTH EFFECTS LLC's Holdings & P&L

Currently, WEALTH EFFECTS LLC holds 256 types of securities in its portfolio with a total value $370.5M. In the most recent quarter, they have increased their positions in GOOG (+18.9K shares, valued at $6.7M), VUG (+28.4K shares, valued at $2.4M), GLW (+4.8K shares, valued at $1.2M); decreased their positions in MU (-1.4K shares, valued at $1.6M), SNDK (-250 shares, valued at $568.4K), N/A (-1.3K shares, valued at $493.7K); initiated new positions in GLW (+4.8K shares, valued at $1.2M), N/A (+7.2K shares, valued at $1.2M), N/A (+11.7K shares, valued at $860.4K).

1M P&L

+3.8M+1.35%

3M P&L

+9.3M+3.37%

HY P&L

+34.1M+13.59%

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

1Semiconductors66.6M

21.5%

2N/A62.8M

20.2%

3Consumer Electronics22.9M

7.4%

Top Industries by Stock Count

1N/A97 stocks

43.7%

2Biotechnology10 stocks

4.5%

3Semiconductors8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION157.2K shares0.10%2026-06-302026-08-06

AAPL APPLE INC79.3K shares-1.55%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC19.4K shares-6.65%2026-06-302026-08-06

AMZN AMAZON COM INC63.9K shares0.43%2026-06-302026-08-06

ARWR ARROWHEAD PHARMACEUTICALS IN147.3K shares2.79%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS28.7K shares3.85%2026-06-302026-08-06

GOOGL ALPHABET INC29.1K shares-0.24%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO30.2K shares1.61%2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC25.3K shares291.56%2026-06-302026-08-06

ALAB ASTERA LABS INC14.5K shares-1.86%2026-06-302026-08-06

DOCN DIGITALOCEAN HLDGS INC43.8K shares-1.94%2026-06-302026-08-06

MSFT MICROSOFT CORP17.2K shares1.54%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC11.0K shares-1.27%2026-06-302026-08-06

BROADCOM INC BROADCOM INC13.1K shares-9.04%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS14.9K shares16.88%2026-06-302026-08-06

ISHARES TR ISHARES TR5.6K shares27.32%2026-06-302026-08-06

Sponsored

BX BLACKSTONE INC33.4K shares11.58%2026-06-302026-08-06

CAT CATERPILLAR INC3.4K shares-0.41%2026-06-302026-08-06

RBRK RUBRIK INC.44.2K shares26.02%2026-06-302026-08-06

KVUE KENVUE INC177.1K shares24.34%2026-06-302026-08-06

UTG REAVES UTIL INCOME FD82.0K shares-1.06%2026-06-302026-08-06

URI UNITED RENTALS INC2.9K shares0.96%2026-06-302026-08-06

VUG VANGUARD INDEX FDS33.8K shares520.03%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD35.8K shares0.29%2026-06-302026-08-06

Sponsored

TSLA TESLA INC6.6K shares-1.70%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL5.5K shares3.30%2026-06-302026-08-06

ABBVIE INC ABBVIE INC10.8K shares7.76%2026-06-302026-08-06

VOO VANGUARD INDEX FDS3.8K shares-4.19%2026-06-302026-08-06

INTC INTEL CORP18.7K shares-8.67%2026-06-302026-08-06

BA BOEING CO11.9K shares-0.58%2026-06-302026-08-06

MELI MERCADOLIBRE INC1.5K shares24.68%2026-06-302026-08-06

CVX CHEVRON CORPORATION14.7K shares-1.96%2026-06-302026-08-06

Sponsored

ITOT ISHARES TR14.3K shares-1.07%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO6.6K shares-4.38%2026-06-302026-08-06

GEV GE VERNOVA INC1.8K shares4.58%2026-06-302026-08-06

QQQ INVESCO QQQ TR2.8K shares-0.54%2026-06-302026-08-06

IJH ISHARES TR26.6K shares16.05%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.9K shares-1.25%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC2.7K shares0.00%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F33.9K shares2.40%2026-06-302026-08-06

Sponsored

PFE PFIZER INC78.1K shares2.64%2026-06-302026-08-06

LPTH LIGHTPATH TECHNOLOGIES INC114.3K shares-1.08%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F30.3K shares-3.85%2026-06-302026-08-06

SNDK SANDISK CORP810 shares-23.58%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON6.9K shares6.33%2026-06-302026-08-06

C CITIGROUP INC11.7K shares-0.98%2026-06-302026-08-06

GNRC GENERAC HLDGS INC5.5K shares-2.99%2026-06-302026-08-06

FYEE FIDELITY GREENWOOD STREET TR53.8K shares4.75%2026-06-302026-08-06

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP11.0K shares-1.68%2026-06-302026-08-06

ENVX ENOVIX CORPORATION248.0K shares2.35%2026-06-302026-08-06

WMT WALMART INC12.3K shares4.65%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC2.4K shares-5.96%2026-06-302026-08-06

IVE ISHARES TR6.0K shares0.03%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC31.9K shares1.43%2026-06-302026-08-06

DVN DEVON ENERGY CORP NEW32.6K shares0.00%2026-06-302026-08-06

GE GE AEROSPACE3.5K shares0.23%2026-06-302026-08-06

Sponsored

FBCG FIDELITY COVINGTON TRUST21.0K shares-2.82%2026-06-302026-08-06

MRK MERCK & CO INC10.2K shares3.57%2026-06-302026-08-06

PG PROCTER & GAMBLE CO8.8K shares7.30%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC4.2K shares79.48%2026-06-302026-08-06

LNG CHENIERE ENERGY INC5.2K shares-0.65%2026-06-302026-08-06

GLW CORNING INC4.8K sharesnew addition2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP7.2K sharesnew addition2026-06-302026-08-06

ITAN EA SERIES TRUST28.3K shares0.55%2026-06-302026-08-06

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC13.5K shares-0.16%2026-06-302026-08-06

BAC BANK OF AMER CORP20.6K shares0.00%2026-06-302026-08-06

MS MORGAN STANLEY5.5K shares10.00%2026-06-302026-08-06

VISA INC VISA INC3.2K shares0.59%2026-06-302026-08-06

QYLD GLOBAL X FDS59.0K shares0.15%2026-06-302026-08-06

IBRX IMMUNITYBIO INC121.8K shares2.96%2026-06-302026-08-06

AMGN AMGEN INC2.9K shares5.64%2026-06-302026-08-06

VGT VANGUARD WORLD FD8.7K shares710.32%2026-06-302026-08-06

Sponsored

WDC WESTERN DIGITAL CORP1.6K shares-5.88%2026-06-302026-08-06

IJR ISHARES TR6.8K shares0.00%2026-06-302026-08-06

HD HOME DEPOT INC2.8K shares11.52%2026-06-302026-08-06

DAL DELTA AIR LINES INC10.3K shares0.00%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR16.9K shares-4.06%2026-06-302026-08-06

PBI PITNEY BOWES INC51.0K shares-16.39%2026-06-302026-08-06

LLY ELI LILLY & CO742 shares1.09%2026-06-302026-08-06

Sponsored

ORACLE CORP ORACLE CORP6.0K shares61.21%2026-06-302026-08-06

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST11.7K sharesnew addition2026-06-302026-08-06

BST BLACKROCK SCIENCE & TECHNOLO16.8K shares0.10%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION891 shares1.95%2026-06-302026-08-06

IXUS ISHARES TR8.6K shares0.00%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares-2.76%2026-06-302026-08-06

STT STATE STR CORP4.8K shares-14.40%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS10.1K shares0.01%2026-06-302026-08-06

Sponsored

BMY BRISTOL-MYERS SQUIBB CO13.8K shares-0.72%2026-06-302026-08-06

SLV ISHARES SILVER TR14.6K shares22.78%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC769 shares7.25%2026-06-302026-08-06

ASML ASML HLDG NV385 shares0.00%2026-06-302026-08-06

VST VISTRA CORP4.7K shares-18.70%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION3.9K shares-15.14%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC946 sharesnew addition2026-06-302026-08-06

BND VANGUARD BD INDEX FDS9.8K shares7.44%2026-06-302026-08-06

Sponsored

DGRO ISHARES TR9.2K shares3.53%2026-06-302026-08-06

ACLS AXCELIS TECHNOLOGIES INC3.6K shares-0.28%2026-06-302026-08-06

VXUS VANGUARD STAR FDS7.9K shares-0.25%2026-06-302026-08-06

IWV ISHARES TR1.6K shares0.00%2026-06-302026-08-06

FBT FIRST TR EXCHANGE-TRADED FD2.7K shares3.87%2026-06-302026-08-06

ETY EATON VANCE TAX-MANAGED DIVE45.7K shares2.01%2026-06-302026-08-06

CVS CVS HEALTH CORP6.4K shares9.58%2026-06-302026-08-06

MODL VICTORY PORTFOLIOS II12.7K shares-2.31%2026-06-302026-08-06

Sponsored

XHB SPDR SERIES TRUST5.5K shares-4.51%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC1.9K shares5.21%2026-06-302026-08-06

S SENTINELONE INC37.6K shares1.76%2026-06-302026-08-06

MO ALTRIA GROUP INC8.7K shares-2.06%2026-06-302026-08-06

EMLP FIRST TR EXCHANGE-TRADED FD14.2K shares0.04%2026-06-302026-08-06

ISHARES TR ISHARES TR6.4K sharesnew addition2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS3.8K shares-0.31%2026-06-302026-08-06

TGTX TG THERAPEUTICS INC11.0K shares-8.33%2026-06-302026-08-06

Sponsored

JQC NUVEEN CR STRATEGIES INCOME124.1K shares-0.53%2026-06-302026-08-06

ABT ABBOTT LABORATORIES6.6K shares14.13%2026-06-302026-08-06

WY WEYERHAEUSER CO25.0K shares0.00%2026-06-302026-08-06

ECAT BLACKROCK ESG CAP ALLC TERM37.6K shares-1.91%2026-06-302026-08-06

LRCX LAM RESEARCH CORP1.3K shares0.00%2026-06-302026-08-06

SBCF SEACOAST BKG CORP FLA17.2K shares0.00%2026-06-302026-08-06

PTY PIMCO CORPORATE & INCOME OPP46.3K shares-0.14%2026-06-302026-08-06

ALPS ETF TR ALPS ETF TR10.7K shares-0.57%2026-06-302026-08-06

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-36.7K shares0.18%2026-06-302026-08-06

HUMA HUMACYTE INC693.9K shares239.33%2026-06-302026-08-06

NBIS NEBIUS GROUP N.V.1.9K sharesnew addition2026-06-302026-08-06

THW ABRDN WORLD HEALTHCARE FUND40.0K shares-0.25%2026-06-302026-08-06

IRDM IRIDIUM COMMUNICATIONS INC9.5K shares-5.00%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS5.4K shares7.49%2026-06-302026-08-06

FIW FIRST TR EXCHANGE-TRADED FD4.7K shares8.03%2026-06-302026-08-06

VPU VANGUARD WORLD FD2.6K shares0.00%2026-06-302026-08-06

Sponsored

MUJ BLACKROCK MUNIHLDGS NJ QLTY41.3K shares0.00%2026-06-302026-08-06

KLAC KLA CORP1.7K shares900.00%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.3K shares142.39%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR14.8K shares11.34%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS6.0K shares5.26%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC1.1K shares-25.16%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS2.1K shares40.54%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR15.2K shares12.32%2026-06-302026-08-06

Sponsored

ADM ARCHER DANIELS MIDLAND CO6.3K shares0.00%2026-06-302026-08-06

KMB KIMBERLY-CLARK CORP4.4K shares26.95%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.6.7K shares15.31%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP1.9K shares-8.13%2026-06-302026-08-06

EXG EATON VANCE TAX-MANAGED GLOB48.0K shares0.00%2026-06-302026-08-06

LMBS FIRST TR EXCHANGE-TRADED FD9.4K shares0.00%2026-06-302026-08-06

USA LIBERTY ALL STAR EQUITY FD76.2K shares2.69%2026-06-302026-08-06

ALAI THE ALGER ETF TRUST9.7K shares1.31%2026-06-302026-08-06

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN56.1K shares0.00%2026-06-302026-08-06

DHR DANAHER CORP DEL2.3K shares0.04%2026-06-302026-08-06

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC53.9K shares4.86%2026-06-302026-08-06

T AT&T INC21.1K shares-4.18%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD4.8K shares3.84%2026-06-302026-08-06

SPYI NEOS ETF TRUST8.2K sharesnew addition2026-06-302026-08-06

GLP GLOBAL PARTNERS LP9.1K shares-2.69%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC3.6K shares1.28%2026-06-302026-08-06

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP3.3K shares27.93%2026-06-302026-08-06

GLD SPDR GOLD TR1.1K shares16.55%2026-06-302026-08-06

CRWV COREWEAVE INC4.2K shares56.39%2026-06-302026-08-06

JMIA JUMIA TECHNOLOGIES AG58.6K shares0.00%2026-06-302026-08-06

BUG GLOBAL X FDS10.7K shares19.18%2026-06-302026-08-06

NMZ NUVEEN MUN HIGH INCOME OPPOR37.9K sharesnew addition2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares0.00%2026-06-302026-08-06

TD TORONTO DOMINION BK ONT3.3K shares0.00%2026-06-302026-08-06

Sponsored

EPD ENTERPRISE PRODS PARTNERS L10.7K shares0.00%2026-06-302026-08-06

FYX FIRST TR EXCHANGE-TRADED ALP2.7K shares0.04%2026-06-302026-08-06

ALT ALTIMMUNE INC122.7K shares-7.05%2026-06-302026-08-06

CHD CHURCH & DWIGHT CO INC3.8K shares27.28%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC3.7K shares78.71%2026-06-302026-08-06

COPX GLOBAL X FDS4.8K shares11.68%2026-06-302026-08-06

BEAM BEAM THERAPEUTICS INC10.5K shares4.45%2026-06-302026-08-06

IAU ISHARES GOLD TR4.7K sharesnew addition2026-06-302026-08-06

Sponsored

IONQ INC IONQ INC6.6K sharesnew addition2026-06-302026-08-06

CSX CSX CORP7.4K shares0.01%2026-06-302026-08-06

EVV EATON VANCE LIMITED DURATION36.7K shares1.80%2026-06-302026-08-06

DDD 3D SYS CORP DEL113.0K shares20.87%2026-06-302026-08-06

FXU FIRST TR EXCHANGE-TRADED FD6.9K shares0.00%2026-06-302026-08-06

SUB ISHARES TR3.2K shares0.03%2026-06-302026-08-06

AXON AXON ENTERPRISE INC600 sharesnew addition2026-06-302026-08-06

MCD MCDONALDS CORP1.2K shares66.18%2026-06-302026-08-06

Sponsored

FTMA PUTNAM ETF TRUST36.8K shares0.84%2026-06-302026-08-06

SHY ISHARES TR4.1K shares10.01%2026-06-302026-08-06

QBTS D-WAVE QUANTUM INC13.8K sharesnew addition2026-06-302026-08-06

TJX TJX COS INC NEW2.2K shares0.00%2026-06-302026-08-06

PFF ISHARES TR10.7K shares6.94%2026-06-302026-08-06

XLP SELECT SECTOR SPDR TR3.9K shares-2.55%2026-06-302026-08-06

VOE VANGUARD INDEX FDS1.7K shares0.67%2026-06-302026-08-06

ROBO EXCHANGE TRADED CONCEPTS TRU3.7K shares19.48%2026-06-302026-08-06

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN6.0K shares1.09%2026-06-302026-08-06

SPXX NUVEEN S&P 500 DYNAMIC OVERW16.4K shares0.00%2026-06-302026-08-06

IYW ISHARES TR1.2K shares0.00%2026-06-302026-08-06

DOW DOW HLDGS INC11.0K shares-1.99%2026-06-302026-08-06

TLTW ISHARES TR13.4K shares-8.69%2026-06-302026-08-06

LQD ISHARES TR2.7K shares1.03%2026-06-302026-08-06

ALKS ALKERMES PLC5.7K sharesnew addition2026-06-302026-08-06

IWB ISHARES TR723 shares0.00%2026-06-302026-08-06

Sponsored

KEY KEYCORP12.7K shares-7.29%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR5.3K shares0.97%2026-06-302026-08-06

EDOW FIRST TR EXCHANGE-TRADED FD6.4K shares-7.74%2026-06-302026-08-06

IVW ISHARES TR2.0K sharesnew addition2026-06-302026-08-06

LSCC LATTICE SEMICONDUCTOR CORP1.8K sharesnew addition2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP537 shares-2.36%2026-06-302026-08-06

CSM PROSHARES TR3.2K shares0.00%2026-06-302026-08-06

SKYY FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-06-302026-08-06

Sponsored

AMT AMERICAN TOWER CORP1.7K shares-3.79%2026-06-302026-08-06

MSI MOTOROLA SOLUTIONS INC650 shares0.00%2026-06-302026-08-06

DEXCOM INC DEXCOM INC4.0K shares0.00%2026-06-302026-08-06

SMR NUSCALE PWR CORP26.7K shares154.52%2026-06-302026-08-06

FPX FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-06-302026-08-06

BSTZ BLACKROCK SCIENCE & TECHNOLO8.9K sharesnew addition2026-06-302026-08-06

SSUS STRATEGY SHS4.8K shares2.28%2026-06-302026-08-06

ET ENERGY TRANSFER L P13.8K shares0.00%2026-06-302026-08-06

Sponsored

RQI COHEN & STEERS QUALITY INCOM21.3K shares1.91%2026-06-302026-08-06

DKNG DRAFTKINGS INC NEW10.3K shares0.00%2026-06-302026-08-06

RWL INVESCO EXCH TRADED FD TR II2.0K shares0.00%2026-06-302026-08-06

CVLC MORGAN STANLEY ETF TRUST2.7K sharesnew addition2026-06-302026-08-06

QXO QXO INC14.5K shares0.00%2026-06-302026-08-06

CHI CALAMOS CONV OPPORTUNITIES &18.5K shares0.36%2026-06-302026-08-06

GFS GLOBALFOUNDRIES INC3.0K sharesnew addition2026-06-302026-08-06

CRM SALESFORCE INC1.6K shares33.47%2026-06-302026-08-06

Sponsored

GLUE MONTE ROSA THERAPEUTICS INC10.1K shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-08-06

HAL HALLIBURTON CO7.0K shares0.00%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED448 shares0.00%2026-06-302026-08-06

SDY SPDR SERIES TRUST1.5K shares0.00%2026-06-302026-08-06

RNP COHEN & STEERS REIT & PFD &11.3K shares0.00%2026-06-302026-08-06

ANGO ANGIODYNAMICS INC17.4K sharesnew addition2026-06-302026-08-06

Sponsored

SHOP SHOPIFY INC2.0K shares3.95%2026-06-302026-08-06

PSI INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-06-302026-08-06

PCYO PURE CYCLE CORP21.0K shares0.00%2026-06-302026-08-06

VBK VANGUARD INDEX FDS614 sharesnew addition2026-06-302026-08-06

WBS WEBSTER FINL CORP2.9K shares-4.29%2026-06-302026-08-06

BGR BLACKROCK ENERGY & RES TR15.0K shares0.00%2026-06-302026-08-06

ESTC ELASTIC N V3.9K shares-63.42%2026-06-302026-08-06

WFC WELLS FARGO & CO2.6K shares0.00%2026-06-302026-08-06

Sponsored

ARK ETF TR ARK ETF TR2.7K sharesnew addition2026-06-302026-08-06

ALLIANCEBERNSTEIN HLDG L P ALLIANCEBERNSTEIN HLDG L P6.0K shares13.19%2026-06-302026-08-06

FXN FIRST TR EXCHANGE-TRADED FD10.5K shares-3.67%2026-06-302026-08-06

ITA ISHARES TR861 shares-7.22%2026-06-302026-08-06

PEP PEPSICO INC1.5K shares4.50%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP650 sharesnew addition2026-06-302026-08-06

FTGC FIRST TR EXCHANGE TRAD FD VI7.5K shares0.04%2026-06-302026-08-06

IMRX IMMUNEERING CORP40.1K sharesnew addition2026-06-302026-08-06

Sponsored

OGN ORGANON & CO13.9K shares11.19%2026-06-302026-08-06

KSS KOHLS CORP10.0K shares0.00%2026-06-302026-08-06

BDJ BLACKROCK ENHANCED EQUITY DI17.7K shares-2.75%2026-06-302026-08-06

ABEO ABEONA THERAPEUTICS INC27.3K sharesnew addition2026-06-302026-08-06

ETJ EATON VANCE RISK-MANAGED DIV17.8K shares18.05%2026-06-302026-08-06

PPLT ABRDN PLATINUM ETF TRUST10.0K sharesnew addition2026-06-302026-08-06

CATX PERSPECTIVE THERAPEUTICS INC35.0K shares6.06%2026-06-302026-08-06

STXS STEREOTAXIS INC68.5K shares0.00%2026-06-302026-08-06

Sponsored

PML PIMCO MUN INCOME FD II15.0K shares0.00%2026-06-302026-08-06

ZENA ZENATECH INC67.5K shares7.14%2026-06-302026-08-06

INDI INDIE SEMICONDUCTOR INC20.0K shares0.00%2026-06-302026-08-06

SCYNEXIS INC SCYNEXIS INC13.9K sharesnew addition2026-06-302026-08-06

LODE COMSTOCK INC11.0K shares0.00%2026-06-302026-08-06

AUTL AUTOLUS THERAPEUTICS LTD10.0K shares0.00%2026-06-302026-08-06

AKBA AKEBIA THREAPEUTICS INC12.0K shares-25.00%2026-06-302026-08-06

XAIR BEYOND AIR INC17.0K shares-40.17%2026-06-302026-08-06

Sponsored

NVDA

NVIDIA CORPORATION

0.10%

Shares157.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-1.55%

Shares79.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-6.65%

Shares19.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.43%

Shares63.9K

Event2026-06-30

Filed2026-08-06

ARWR

ARROWHEAD PHARMACEUTICALS IN

2.79%

Shares147.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

3.85%

Shares28.7K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-0.24%

Shares29.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

1.61%

Shares30.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

291.56%

Shares25.3K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

-1.86%

Shares14.5K

Event2026-06-30

Filed2026-08-06

DOCN

DIGITALOCEAN HLDGS INC

-1.94%

Shares43.8K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

1.54%

Shares17.2K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-1.27%

Shares11.0K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-9.04%

Shares13.1K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

16.88%

Shares14.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

27.32%

Shares5.6K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

11.58%

Shares33.4K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-0.41%

Shares3.4K

Event2026-06-30

Filed2026-08-06

RBRK

RUBRIK INC.

26.02%

Shares44.2K

Event2026-06-30

Filed2026-08-06

KVUE

KENVUE INC

24.34%

Shares177.1K

Event2026-06-30

Filed2026-08-06

UTG

REAVES UTIL INCOME FD

-1.06%

Shares82.0K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

0.96%

Shares2.9K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

520.03%

Shares33.8K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

0.29%

Shares35.8K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-1.70%

Shares6.6K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.30%

Shares5.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

7.76%

Shares10.8K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-4.19%

Shares3.8K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-8.67%

Shares18.7K

Event2026-06-30

Filed2026-08-06

BOEING CO

-0.58%

Shares11.9K

Event2026-06-30

Filed2026-08-06

MELI

MERCADOLIBRE INC

24.68%

Shares1.5K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-1.96%

Shares14.7K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-1.07%

Shares14.3K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-4.38%

Shares6.6K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

4.58%

Shares1.8K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-0.54%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

16.05%

Shares26.6K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-1.25%

Shares4.9K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

2.40%

Shares33.9K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

2.64%

Shares78.1K

Event2026-06-30

Filed2026-08-06

LPTH

LIGHTPATH TECHNOLOGIES INC

-1.08%

Shares114.3K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

-3.85%

Shares30.3K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

-23.58%

Shares810

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

6.33%

Shares6.9K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-0.98%

Shares11.7K

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC

-2.99%

Shares5.5K

Event2026-06-30

Filed2026-08-06

FYEE

FIDELITY GREENWOOD STREET TR

4.75%

Shares53.8K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-1.68%

Shares11.0K

Event2026-06-30

Filed2026-08-06

ENVX

ENOVIX CORPORATION

2.35%

Shares248.0K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

4.65%

Shares12.3K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-5.96%

Shares2.4K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

0.03%

Shares6.0K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

1.43%

Shares31.9K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

0.00%

Shares32.6K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.23%

Shares3.5K

Event2026-06-30

Filed2026-08-06

FBCG

FIDELITY COVINGTON TRUST

-2.82%

Shares21.0K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

3.57%

Shares10.2K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

7.30%

Shares8.8K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

79.48%

Shares4.2K

Event2026-06-30

Filed2026-08-06

LNG

CHENIERE ENERGY INC

-0.65%

Shares5.2K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares7.2K

Event2026-06-30

Filed2026-08-06

ITAN

EA SERIES TRUST

0.55%

Shares28.3K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-0.16%

Shares13.5K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

0.00%

Shares20.6K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

10.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

VISA INC

0.59%

Shares3.2K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X FDS

0.15%

Shares59.0K

Event2026-06-30

Filed2026-08-06

IBRX

IMMUNITYBIO INC

2.96%

Shares121.8K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

5.64%

Shares2.9K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

710.32%

Shares8.7K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

-5.88%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

11.52%

Shares2.8K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-4.06%

Shares16.9K

Event2026-06-30

Filed2026-08-06

PBI

PITNEY BOWES INC

-16.39%

Shares51.0K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

1.09%

Shares742

Event2026-06-30

Filed2026-08-06

ORACLE CORP

61.21%

Shares6.0K

Event2026-06-30

Filed2026-08-06

ROUNDHILL ETF TRUST

New

Shares11.7K

Event2026-06-30

Filed2026-08-06

BST

BLACKROCK SCIENCE & TECHNOLO

0.10%

Shares16.8K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

1.95%

Shares891

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-2.76%

Shares1.1K

Event2026-06-30

Filed2026-08-06

STT

STATE STR CORP

-14.40%

Shares4.8K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

0.01%

Shares10.1K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-0.72%

Shares13.8K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

22.78%

Shares14.6K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

7.25%

Shares769

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

0.00%

Shares385

Event2026-06-30

Filed2026-08-06

VST

VISTRA CORP

-18.70%

Shares4.7K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-15.14%

Shares3.9K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

New

Shares946

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

7.44%

Shares9.8K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

3.53%

Shares9.2K

Event2026-06-30

Filed2026-08-06

ACLS

AXCELIS TECHNOLOGIES INC

-0.28%

Shares3.6K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-0.25%

Shares7.9K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FBT

FIRST TR EXCHANGE-TRADED FD

3.87%

Shares2.7K

Event2026-06-30

Filed2026-08-06

ETY

EATON VANCE TAX-MANAGED DIVE

2.01%

Shares45.7K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

9.58%

Shares6.4K

Event2026-06-30

Filed2026-08-06

MODL

VICTORY PORTFOLIOS II

-2.31%

Shares12.7K

Event2026-06-30

Filed2026-08-06

XHB

SPDR SERIES TRUST

-4.51%

Shares5.5K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

5.21%

Shares1.9K

Event2026-06-30

Filed2026-08-06

SENTINELONE INC

1.76%

Shares37.6K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-2.06%

Shares8.7K

Event2026-06-30

Filed2026-08-06

EMLP

FIRST TR EXCHANGE-TRADED FD

0.04%

Shares14.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-0.31%

Shares3.8K

Event2026-06-30

Filed2026-08-06

TGTX

TG THERAPEUTICS INC

-8.33%

Shares11.0K

Event2026-06-30

Filed2026-08-06

JQC

NUVEEN CR STRATEGIES INCOME

-0.53%

Shares124.1K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

14.13%

Shares6.6K

Event2026-06-30

Filed2026-08-06

WEYERHAEUSER CO

0.00%

Shares25.0K

Event2026-06-30

Filed2026-08-06

ECAT

BLACKROCK ESG CAP ALLC TERM

-1.91%

Shares37.6K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SBCF

SEACOAST BKG CORP FLA

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-06

PTY

PIMCO CORPORATE & INCOME OPP

-0.14%

Shares46.3K

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

-0.57%

Shares10.7K

Event2026-06-30

Filed2026-08-06

ETV

EATON VANCE TAX-MANAGED BUY-

0.18%

Shares36.7K

Event2026-06-30

Filed2026-08-06

HUMA

HUMACYTE INC

239.33%

Shares693.9K

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP N.V.

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

THW

ABRDN WORLD HEALTHCARE FUND

-0.25%

Shares40.0K

Event2026-06-30

Filed2026-08-06

IRDM

IRIDIUM COMMUNICATIONS INC

-5.00%

Shares9.5K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

7.49%

Shares5.4K

Event2026-06-30

Filed2026-08-06

FIW

FIRST TR EXCHANGE-TRADED FD

8.03%

Shares4.7K

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

MUJ

BLACKROCK MUNIHLDGS NJ QLTY

0.00%

Shares41.3K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

900.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

142.39%

Shares4.3K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

11.34%

Shares14.8K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

5.26%

Shares6.0K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

-25.16%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

40.54%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

12.32%

Shares15.2K

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

26.95%

Shares4.4K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

15.31%

Shares6.7K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

-8.13%

Shares1.9K

Event2026-06-30

Filed2026-08-06

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares48.0K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-06

USA

LIBERTY ALL STAR EQUITY FD

2.69%

Shares76.2K

Event2026-06-30

Filed2026-08-06

ALAI

THE ALGER ETF TRUST

1.31%

Shares9.7K

Event2026-06-30

Filed2026-08-06

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares56.1K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-06

PURECYCLE TECHNOLOGIES INC

4.86%

Shares53.9K

Event2026-06-30

Filed2026-08-06

AT&T INC

-4.18%

Shares21.1K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

3.84%

Shares4.8K

Event2026-06-30

Filed2026-08-06

SPYI

NEOS ETF TRUST

New

Shares8.2K

Event2026-06-30

Filed2026-08-06

GLP

GLOBAL PARTNERS LP

-2.69%

Shares9.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

1.28%

Shares3.6K

Event2026-06-30

Filed2026-08-06

FYC

FIRST TR EXCHANGE-TRADED ALP

27.93%

Shares3.3K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

16.55%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CRWV

COREWEAVE INC

56.39%

Shares4.2K

Event2026-06-30

Filed2026-08-06

JMIA

JUMIA TECHNOLOGIES AG

0.00%

Shares58.6K

Event2026-06-30

Filed2026-08-06

BUG

GLOBAL X FDS

19.18%

Shares10.7K

Event2026-06-30

Filed2026-08-06

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares37.9K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

TORONTO DOMINION BK ONT

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-06

FYX

FIRST TR EXCHANGE-TRADED ALP

0.04%

Shares2.7K

Event2026-06-30

Filed2026-08-06

ALT

ALTIMMUNE INC

-7.05%

Shares122.7K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

27.28%

Shares3.8K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

78.71%

Shares3.7K

Event2026-06-30

Filed2026-08-06

COPX

GLOBAL X FDS

11.68%

Shares4.8K

Event2026-06-30

Filed2026-08-06

BEAM

BEAM THERAPEUTICS INC

4.45%

Shares10.5K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

New

Shares4.7K

Event2026-06-30

Filed2026-08-06

IONQ INC

New

Shares6.6K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

0.01%

Shares7.4K

Event2026-06-30

Filed2026-08-06

EVV

EATON VANCE LIMITED DURATION

1.80%

Shares36.7K

Event2026-06-30

Filed2026-08-06

DDD

3D SYS CORP DEL

20.87%

Shares113.0K

Event2026-06-30

Filed2026-08-06

FXU

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

New

Shares600

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

66.18%

Shares1.2K

Event2026-06-30

Filed2026-08-06

FTMA

PUTNAM ETF TRUST

0.84%

Shares36.8K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

10.01%

Shares4.1K

Event2026-06-30

Filed2026-08-06

QBTS

D-WAVE QUANTUM INC

New

Shares13.8K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

6.94%

Shares10.7K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

-2.55%

Shares3.9K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

0.67%

Shares1.7K

Event2026-06-30

Filed2026-08-06

ROBO

EXCHANGE TRADED CONCEPTS TRU

19.48%

Shares3.7K

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.09%

Shares6.0K

Event2026-06-30

Filed2026-08-06

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

0.00%

Shares16.4K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DOW

DOW HLDGS INC

-1.99%

Shares11.0K

Event2026-06-30

Filed2026-08-06

TLTW

ISHARES TR

-8.69%

Shares13.4K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

1.03%

Shares2.7K

Event2026-06-30

Filed2026-08-06

ALKS

ALKERMES PLC

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

0.00%

Shares723

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

-7.29%

Shares12.7K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

0.97%

Shares5.3K

Event2026-06-30

Filed2026-08-06

EDOW

FIRST TR EXCHANGE-TRADED FD

-7.74%

Shares6.4K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

LSCC

LATTICE SEMICONDUCTOR CORP

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-2.36%

Shares537

Event2026-06-30

Filed2026-08-06

CSM

PROSHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

-3.79%

Shares1.7K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares650

Event2026-06-30

Filed2026-08-06

DEXCOM INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

SMR

NUSCALE PWR CORP

154.52%

Shares26.7K

Event2026-06-30

Filed2026-08-06

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BSTZ

BLACKROCK SCIENCE & TECHNOLO

New

Shares8.9K

Event2026-06-30

Filed2026-08-06

SSUS

STRATEGY SHS

2.28%

Shares4.8K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

0.00%

Shares13.8K

Event2026-06-30

Filed2026-08-06

RQI

COHEN & STEERS QUALITY INCOM

1.91%

Shares21.3K

Event2026-06-30

Filed2026-08-06

DKNG

DRAFTKINGS INC NEW

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-06

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

CVLC

MORGAN STANLEY ETF TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

QXO

QXO INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-06

CHI

CALAMOS CONV OPPORTUNITIES &

0.36%

Shares18.5K

Event2026-06-30

Filed2026-08-06

GFS

GLOBALFOUNDRIES INC

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

33.47%

Shares1.6K

Event2026-06-30

Filed2026-08-06

GLUE

MONTE ROSA THERAPEUTICS INC

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

HAL

HALLIBURTON CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

0.00%

Shares448

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

RNP

COHEN & STEERS REIT & PFD &

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-06

ANGO

ANGIODYNAMICS INC

New

Shares17.4K

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

3.95%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

PCYO

PURE CYCLE CORP

0.00%

Shares21.0K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

New

Shares614

Event2026-06-30

Filed2026-08-06

WBS

WEBSTER FINL CORP

-4.29%

Shares2.9K

Event2026-06-30

Filed2026-08-06

BGR

BLACKROCK ENERGY & RES TR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-06

ESTC

ELASTIC N V

-63.42%

Shares3.9K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

ALLIANCEBERNSTEIN HLDG L P

13.19%

Shares6.0K

Event2026-06-30

Filed2026-08-06

FXN

FIRST TR EXCHANGE-TRADED FD

-3.67%

Shares10.5K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-7.22%

Shares861

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

4.50%

Shares1.5K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

New

Shares650

Event2026-06-30

Filed2026-08-06

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.04%

Shares7.5K

Event2026-06-30

Filed2026-08-06

IMRX

IMMUNEERING CORP

New

Shares40.1K

Event2026-06-30

Filed2026-08-06

OGN

ORGANON & CO

11.19%

Shares13.9K

Event2026-06-30

Filed2026-08-06

KSS

KOHLS CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

BDJ

BLACKROCK ENHANCED EQUITY DI

-2.75%

Shares17.7K

Event2026-06-30

Filed2026-08-06

ABEO

ABEONA THERAPEUTICS INC

New

Shares27.3K

Event2026-06-30

Filed2026-08-06

ETJ

EATON VANCE RISK-MANAGED DIV

18.05%

Shares17.8K

Event2026-06-30

Filed2026-08-06

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-08-06

CATX

PERSPECTIVE THERAPEUTICS INC

6.06%

Shares35.0K

Event2026-06-30

Filed2026-08-06

STXS

STEREOTAXIS INC

0.00%

Shares68.5K

Event2026-06-30

Filed2026-08-06

PML

PIMCO MUN INCOME FD II

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-06

ZENA

ZENATECH INC

7.14%

Shares67.5K

Event2026-06-30

Filed2026-08-06

INDI

INDIE SEMICONDUCTOR INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-06

SCYNEXIS INC

New

Shares13.9K

Event2026-06-30

Filed2026-08-06

LODE

COMSTOCK INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-06

AUTL

AUTOLUS THERAPEUTICS LTD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

AKBA

AKEBIA THREAPEUTICS INC

-25.00%

Shares12.0K

Event2026-06-30

Filed2026-08-06

XAIR

BEYOND AIR INC

-40.17%

Shares17.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available