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

Currently, BIP Wealth, LLC holds 560 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in VOO (+163.4K shares, valued at $112.2M), DFAC (+961.7K shares, valued at $42.7M), VEA (+565.1K shares, valued at $40.3M); decreased their positions in SCHG (-670.3K shares, valued at $22.7M), VXUS (-187.7K shares, valued at $16.0M), QQEW (-86.8K shares, valued at $13.9M); initiated new positions in VTEB (+704.7K shares, valued at $35.6M), BND (+480.0K shares, valued at $35.2M), FNDF (+458.4K shares, valued at $24.2M).

1M P&L

-11.0M-0.39%

3M P&L

+26.7M+0.96%

HY P&L

+77.7M+2.84%

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/A2.6B

89.6%

2Consumer Electronics35.1M

1.2%

3Semiconductors28.9M

1.0%

Top Industries by Stock Count

1N/A310 stocks

62.0%

2Semiconductors10 stocks

2.0%

3Banks - Regional9 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T503.3K shares2.48%2026-06-302026-08-03

USFR WISDOMTREE TR5.5M shares8.27%2026-06-302026-08-03

VOO VANGUARD INDEX FDS273.0K shares148.96%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS380.5K shares13.80%2026-06-302026-08-03

VTV VANGUARD INDEX FDS513.5K shares11.17%2026-06-302026-08-03

TFLO ISHARES TR1.5M shares16.77%2026-06-302026-08-03

EFA ISHARES TR675.6K shares11.50%2026-06-302026-08-03

VT VANGUARD INTL EQUITY INDEX F395.9K shares4.44%2026-06-302026-08-03

Sponsored

VEU VANGUARD INTL EQUITY INDEX F687.1K shares15.25%2026-06-302026-08-03

SPSB SPDR SERIES TRUST1.7M shares17.92%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST1.0M shares1471.89%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR1.3M shares-34.43%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS586.0K shares2698.25%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS468.9K shares59.47%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS704.7K sharesnew addition2026-06-302026-08-03

ISHARES TR ISHARES TR47.1K shares83.96%2026-06-302026-08-03

Sponsored

BND VANGUARD BD INDEX FDS480.0K sharesnew addition2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR1.3M shares3782.86%2026-06-302026-08-03

AAPL APPLE INC121.0K shares27.89%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F568.7K shares83.24%2026-06-302026-08-03

QUS SPDR SERIES TRUST172.8K shares62.81%2026-06-302026-08-03

SPYV SPDR SERIES TRUST520.3K shares20.51%2026-06-302026-08-03

CGDV CAPITAL GROUP DIVIDEND VALUE631.5K shares-4.19%2026-06-302026-08-03

SPYG SPDR SERIES TRUST261.5K shares8.28%2026-06-302026-08-03

Sponsored

DFAX DIMENSIONAL ETF TRUST837.4K shares1586.66%2026-06-302026-08-03

CGUS CAPITAL GROUP CORE EQUITY ET677.5K shares-1.87%2026-06-302026-08-03

CGGO CAPITAL GROUP GBL GROWTH EQT691.4K shares-3.43%2026-06-302026-08-03

IWM ISHARES TR95.9K shares12.41%2026-06-302026-08-03

VXF VANGUARD INDEX FDS115.0K shares730.40%2026-06-302026-08-03

VUG VANGUARD INDEX FDS314.7K shares579.05%2026-06-302026-08-03

ULST SSGA ACTIVE ETF TR665.1K shares13.08%2026-06-302026-08-03

SPTM SPDR SERIES TRUST282.5K shares14.21%2026-06-302026-08-03

Sponsored

SUB ISHARES TR239.4K shares150.22%2026-06-302026-08-03

MAXJ ISHARES TR831.8K shares-7.63%2026-06-302026-08-03

FNDF SCHWAB STRATEGIC TR458.4K sharesnew addition2026-06-302026-08-03

ACWI ISHARES TR148.3K shares27.70%2026-06-302026-08-03

WISDOMTREE TR WISDOMTREE TR301.9K shares3.09%2026-06-302026-08-03

CGCB CAPITAL GRP FIXED INCM ETF T850.2K shares32.13%2026-06-302026-08-03

DLS WISDOMTREE TR265.2K shares2.19%2026-06-302026-08-03

PYLD PIMCO ETF TR824.3K shares32.95%2026-06-302026-08-03

Sponsored

EEM ISHARES TR312.1K shares7.84%2026-06-302026-08-03

STRL STERLING INFRASTRUCTURE INC24.5K shares-29.14%2026-06-302026-08-03

DMAX ISHARES TR737.0K shares-3.15%2026-06-302026-08-03

STIP ISHARES TR178.7K shares15.61%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST317.9K shares12.55%2026-06-302026-08-03

NVDA NVIDIA CORPORATION79.1K shares31.90%2026-06-302026-08-03

VGT VANGUARD WORLD FD132.2K shares6985.69%2026-06-302026-08-03

PHYS SPROTT ASSET MANAGEMENT LP515.0K shares1.64%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP41.1K shares39.63%2026-06-302026-08-03

IBTH ISHARES TR666.1K shares63.14%2026-06-302026-08-03

REET ISHARES TR520.9K shares11.01%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS274.8K sharesnew addition2026-06-302026-08-03

SLYV SPDR SERIES TRUST122.0K shares6.01%2026-06-302026-08-03

MUB ISHARES TR123.4K shares37.84%2026-06-302026-08-03

AMZN AMAZON COM INC53.9K shares26.93%2026-06-302026-08-03

EFV ISHARES TR166.4K shares9.73%2026-06-302026-08-03

Sponsored

IAGG ISHARES TR247.5K shares16.98%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST139.3K shares13.86%2026-06-302026-08-03

DNL WISDOMTREE TR258.7K shares6.75%2026-06-302026-08-03

VV VANGUARD INDEX FDS34.6K shares1.90%2026-06-302026-08-03

SCHE SCHWAB STRATEGIC TR323.0K sharesnew addition2026-06-302026-08-03

AVGE AMERICAN CENTY ETF TR116.7K shares7.62%2026-06-302026-08-03

SLYG SPDR SERIES TRUST95.0K shares0.81%2026-06-302026-08-03

ISHARES TR ISHARES TR116.8K shares479.32%2026-06-302026-08-03

Sponsored

ITOT ISHARES TR66.7K shares15.72%2026-06-302026-08-03

IBTI ISHARES TR488.1K shares112.25%2026-06-302026-08-03

VBR VANGUARD INDEX FDS44.3K shares68.26%2026-06-302026-08-03

DGS WISDOMTREE TR164.9K shares6.83%2026-06-302026-08-03

VB VANGUARD INDEX FDS33.6K shares18.35%2026-06-302026-08-03

DFAW DIMENSIONAL ETF TRUST117.0K shares61.65%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS40.0K shares-52.66%2026-06-302026-08-03

IBTG ISHARES TR398.7K shares-24.78%2026-06-302026-08-03

Sponsored

HD HOME DEPOT INC25.4K shares30.89%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR303.1K shares1377.03%2026-06-302026-08-03

GOOGL ALPHABET INC24.9K shares28.19%2026-06-302026-08-03

YMAR FIRST TR EXCHNG TRADED FD VI308.9K shares3.45%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL17.6K shares14.18%2026-06-302026-08-03

JAAA JANUS DETROIT STR TR171.6K shares-8.11%2026-06-302026-08-03

DES WISDOMTREE TR212.3K shares-0.70%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS170.7K shares15.44%2026-06-302026-08-03

Sponsored

FNDX SCHWAB STRATEGIC TR273.7K shares1140.08%2026-06-302026-08-03

FEX FIRST TR EXCHANGE-TRADED ALP60.4K shares-52.50%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS53.4K shares38.56%2026-06-302026-08-03

DCOR DIMENSIONAL ETF TRUST102.8K shares33.94%2026-06-302026-08-03

IWD ISHARES TR33.5K shares1205.49%2026-06-302026-08-03

VGLT VANGUARD SCOTTSDALE FDS147.0K sharesnew addition2026-06-302026-08-03

MMAX ISHARES TR288.2K shares-3.36%2026-06-302026-08-03

DFLV DIMENSIONAL ETF TRUST197.1K shares28.23%2026-06-302026-08-03

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD86.3K shares97.12%2026-06-302026-08-03

DFSV DIMENSIONAL ETF TRUST184.0K shares44.62%2026-06-302026-08-03

EWX SPDR INDEX SHS FDS95.3K shares13.72%2026-06-302026-08-03

GOOG ALPHABET INC18.0K shares52.05%2026-06-302026-08-03

SCHO SCHWAB STRATEGIC TR256.0K sharesnew addition2026-06-302026-08-03

DISV DIMENSIONAL ETF TRUST153.8K shares33.48%2026-06-302026-08-03

KO COCA COLA CO75.4K shares3.84%2026-06-302026-08-03

IBHF ISHARES TR268.4K shares-32.70%2026-06-302026-08-03

Sponsored

ACWX ISHARES TR79.5K shares138.57%2026-06-302026-08-03

AFL AFLAC INC51.5K shares32.54%2026-06-302026-08-03

DGRO ISHARES TR79.3K shares1996.51%2026-06-302026-08-03

ACYN FIRST TR EXCHANGE-TRADED FD288.5K shares64.24%2026-06-302026-08-03

QUAL ISHARES TR26.7K shares1799.93%2026-06-302026-08-03

DFAE DIMENSIONAL ETF TRUST144.9K shares32.67%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS73.1K shares2072.90%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS68.7K shares24.24%2026-06-302026-08-03

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD49.3K shares56.07%2026-06-302026-08-03

SMH VANECK ETF TRUST8.2K shares340.58%2026-06-302026-08-03

IJAN INNOVATOR ETFS TRUST137.4K shares-4.02%2026-06-302026-08-03

SPYD SPDR SERIES TRUST107.9K shares-2.74%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP37.7K shares18.29%2026-06-302026-08-03

QQQ INVESCO QQQ TR7.0K shares7.79%2026-06-302026-08-03

VXUS VANGUARD STAR FDS58.8K shares-76.14%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.9K shares15.62%2026-06-302026-08-03

Sponsored

VGSH VANGUARD SCOTTSDALE FDS84.0K shares67.70%2026-06-302026-08-03

GNR SPDR INDEX SHS FDS72.6K sharesnew addition2026-06-302026-08-03

TSLA TESLA INC11.5K shares60.06%2026-06-302026-08-03

IEMG ISHARES INC58.3K shares249.95%2026-06-302026-08-03

BROADCOM INC BROADCOM INC12.6K shares30.65%2026-06-302026-08-03

GRID FIRST TR EXCHANGE-TRADED FD24.8K shares8.58%2026-06-302026-08-03

GWX SPDR INDEX SHS FDS107.4K shares7.79%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS79.3K shares396.61%2026-06-302026-08-03

Sponsored

ARK ETF TR ARK ETF TR35.3K shares14.18%2026-06-302026-08-03

PSI INVESCO EXCHANGE TRADED FD T24.8K shares2.91%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC8.2K shares16.31%2026-06-302026-08-03

SIXO AIM ETF PRODUCTS TRUST128.7K shares81.83%2026-06-302026-08-03

TCAI TORTOISE CAPITAL SERIES TRUS81.1K shares447.00%2026-06-302026-08-03

DFIC DIMENSIONAL ETF TRUST120.6K shares32.63%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC7.7K shares-2.70%2026-06-302026-08-03

WMT WALMART INC39.5K shares3.42%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & CO3.6K shares17.43%2026-06-302026-08-03

ROBO EXCHANGE TRADED CONCEPTS TRU49.3K shares2.25%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST75.4K shares230.80%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON15.7K shares38.05%2026-06-302026-08-03

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR87.5K sharesnew addition2026-06-302026-08-03

IWB ISHARES TR9.6K shares399.58%2026-06-302026-08-03

PWRD TCW ETF TRUST30.9K sharesnew addition2026-06-302026-08-03

PAVE GLOBAL X FDS64.4K sharesnew addition2026-06-302026-08-03

Sponsored

DFUS DIMENSIONAL ETF TRUST46.3K shares180.85%2026-06-302026-08-03

MINT PIMCO ETF TR37.0K shares1660.44%2026-06-302026-08-03

IVW ISHARES TR26.8K shares48.87%2026-06-302026-08-03

PG PROCTER & GAMBLE CO24.7K shares25.83%2026-06-302026-08-03

SCHZ SCHWAB STRATEGIC TR152.4K sharesnew addition2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC10.2K shares10.94%2026-06-302026-08-03

IAPR INNOVATOR ETFS TRUST103.4K shares19.50%2026-06-302026-08-03

SCHB SCHWAB STRATEGIC TR118.2K shares340.14%2026-06-302026-08-03

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.6K shares28.81%2026-06-302026-08-03

AMGN AMGEN INC9.4K shares6.30%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS65.3K shares4.88%2026-06-302026-08-03

NJUL INNOVATOR ETFS TRUST42.1K shares-9.40%2026-06-302026-08-03

PXF INVESCO EXCH TRADED FD TR II43.1K shares1296.79%2026-06-302026-08-03

QQEW FIRST TR EXCHANGE-TRADED FD20.4K shares-80.99%2026-06-302026-08-03

MISL FIRST TR EXCHANGE-TRADED FD70.4K shares1228.28%2026-06-302026-08-03

CVX CHEVRON CORPORATION19.2K shares44.05%2026-06-302026-08-03

Sponsored

SCHP SCHWAB STRATEGIC TR118.9K sharesnew addition2026-06-302026-08-03

SOUTHSTATE BK CORP SOUTHSTATE BK CORP31.5K shares0.64%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO32.0K shares26.43%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST36.8K shares44.91%2026-06-302026-08-03

SCZ ISHARES TR35.6K shares16.36%2026-06-302026-08-03

GE GE AEROSPACE7.8K shares14.46%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC24.6K shares53.49%2026-06-302026-08-03

SW SMURFIT WESTROCK PLC62.0K shares0.08%2026-06-302026-08-03

Sponsored

FNDE SCHWAB STRATEGIC TR66.5K sharesnew addition2026-06-302026-08-03

NAPR INNOVATOR ETFS TRUST43.7K shares-1.81%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION13.4K shares3.99%2026-06-302026-08-03

JULW AIM ETF PRODUCTS TRUST62.1K shares-5.47%2026-06-302026-08-03

BALT INNOVATOR ETFS TRUST73.1K sharesnew addition2026-06-302026-08-03

EMXC ISHARES INC24.2K shares-80.99%2026-06-302026-08-03

DON WISDOMTREE TR43.4K shares10.45%2026-06-302026-08-03

SIXJ AIM ETF PRODUCTS TRUST66.5K shares-2.95%2026-06-302026-08-03

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K shares73.75%2026-06-302026-08-03

IJUL INNOVATOR ETFS TRUST65.5K shares-32.80%2026-06-302026-08-03

IWF ISHARES TR18.8K shares337.06%2026-06-302026-08-03

GEV GE VERNOVA INC2.0K shares2.11%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC19.8K shares37.85%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC2.0K shares52.15%2026-06-302026-08-03

DWX SPDR INDEX SHS FDS49.6K sharesnew addition2026-06-302026-08-03

ABBVIE INC ABBVIE INC9.0K shares94.43%2026-06-302026-08-03

Sponsored

ORACLE CORP ORACLE CORP15.3K shares50.77%2026-06-302026-08-03

DFAT DIMENSIONAL ETF TRUST32.0K shares21.44%2026-06-302026-08-03

ETN EATON CORP PLC5.1K shares6.95%2026-06-302026-08-03

LRCX LAM RESEARCH CORP5.0K shares14.62%2026-06-302026-08-03

ASML ASML HLDG NV1.1K shares12.51%2026-06-302026-08-03

VISA INC VISA INC6.3K shares5.95%2026-06-302026-08-03

GOVT ISHARES TR91.7K shares28.16%2026-06-302026-08-03

BAC BANK OF AMER CORP36.4K shares13.89%2026-06-302026-08-03

Sponsored

SCHA SCHWAB STRATEGIC TR56.5K shares222.71%2026-06-302026-08-03

DXUV DIMENSIONAL ETF TRUST28.9K shares14.37%2026-06-302026-08-03

AIVI WISDOMTREE TR34.0K shares8.76%2026-06-302026-08-03

IWV ISHARES TR4.4K shares0.00%2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW5.0K shares6.61%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC17.0K shares0.88%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR56.5K shares2.69%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L48.7K shares83.16%2026-06-302026-08-03

Sponsored

MCK MCKESSON CORP2.3K shares2.98%2026-06-302026-08-03

LIN LINDE PLC3.4K shares7.41%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC9.6K shares29.52%2026-06-302026-08-03

GPN GLOBAL PMTS INC23.9K shares111.79%2026-06-302026-08-03

GDLC GRAYSCALE COINDESK CRYPTO65.3K shares798.32%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.3K shares-23.95%2026-06-302026-08-03

IQDF FLEXSHARES TR49.6K sharesnew addition2026-06-302026-08-03

DAL DELTA AIR LINES INC18.3K shares3.03%2026-06-302026-08-03

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS13.8K sharesnew addition2026-06-302026-08-03

DFIS DIMENSIONAL ETF TRUST47.6K shares57.38%2026-06-302026-08-03

FTCS FIRST TR EXCHANGE-TRADED FD17.7K shares-7.71%2026-06-302026-08-03

CAT CATERPILLAR INC1.6K shares62.45%2026-06-302026-08-03

IVE ISHARES TR7.2K shares44.85%2026-06-302026-08-03

ANTERO RESOURCES CORP ANTERO RESOURCES CORP46.5K shares0.00%2026-06-302026-08-03

IJR ISHARES TR11.0K shares17.43%2026-06-302026-08-03

MGC VANGUARD WORLD FD5.9K shares-3.09%2026-06-302026-08-03

Sponsored

XLK SELECT SECTOR SPDR TR8.4K shares12.89%2026-06-302026-08-03

EMR EMERSON ELEC CO10.6K shares33.70%2026-06-302026-08-03

IQLT ISHARES TR30.4K shares8.66%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC1.5K shares-15.43%2026-06-302026-08-03

NETFLIX INC NETFLIX INC20.8K shares54.08%2026-06-302026-08-03

FNDB SCHWAB STRATEGIC TR47.7K sharesnew addition2026-06-302026-08-03

NOCT INNOVATOR ETFS TRUST23.2K shares-5.27%2026-06-302026-08-03

NJAN INNOVATOR ETFS TRUST24.5K shares2.55%2026-06-302026-08-03

Sponsored

PPA INVESCO EXCHANGE TRADED FD T8.1K shares16.20%2026-06-302026-08-03

XAR SPDR SERIES TRUST4.9K sharesnew addition2026-06-302026-08-03

LAZARD ACTIVE ETF TR LAZARD ACTIVE ETF TR50.2K shares38.84%2026-06-302026-08-03

ISHARES TR ISHARES TR13.9K shares446.47%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC5.6K shares-2.55%2026-06-302026-08-03

SPTL SPDR SERIES TRUST52.2K sharesnew addition2026-06-302026-08-03

PNFP PINNACLE FINL PARTNERS INC13.6K shares19.98%2026-06-302026-08-03

DVY ISHARES TR8.7K shares105.67%2026-06-302026-08-03

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC15.3K shares19.34%2026-06-302026-08-03

AKRE PROFESIONALLY MANAGED PORTFO24.5K shares-5.36%2026-06-302026-08-03

DUHP DIMENSIONAL ETF TRUST30.4K shares80.19%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC1.7K shares24.04%2026-06-302026-08-03

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MLM MARTIN MARIETTA MATLS INC494 shares10.02%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR7.7K shares-3.90%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP799 shares11.28%2026-06-302026-08-03

HAL HALLIBURTON CO8.3K sharesnew addition2026-06-302026-08-03

DFAU DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-06-302026-08-03

LWLG LIGHTWAVE LOGIC INC29.5K shares5.60%2026-06-302026-08-03

XLC SELECT SECTOR SPDR TR2.6K sharesnew addition2026-06-302026-08-03

Sponsored

FPE FIRST TR EXCH TRADED FD III15.5K shares0.00%2026-06-302026-08-03

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.9K shares19.56%2026-06-302026-08-03

DOV DOVER CORP1.2K shares-60.42%2026-06-302026-08-03

AOA ISHARES TR2.8K shares-7.19%2026-06-302026-08-03

WRB BERKLEY W R CORP3.8K shares1.14%2026-06-302026-08-03

EXC EXELON CORP5.6K shares4.97%2026-06-302026-08-03

DEHP DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-06-302026-08-03

WBD WARNER BROS DISCOVERY INC9.7K shares17.29%2026-06-302026-08-03

Sponsored

SIXG ETF SER SOLUTIONS2.7K sharesnew addition2026-06-302026-08-03

ROL ROLLINS INC6.1K shares0.99%2026-06-302026-08-03

FNCL FIDELITY COVINGTON TRUST3.3K shares0.36%2026-06-302026-08-03

XBI SPDR SERIES TRUST1.6K sharesnew addition2026-06-302026-08-03

DAVA ENDAVA PLC89.0K shares-10.10%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL259 sharesnew addition2026-06-302026-08-03

TIP ISHARES TR2.3K sharesnew addition2026-06-302026-08-03

MMC MARSH & MCLENNAN COS INC1.5K shares20.76%2026-06-302026-08-03

Sponsored

TJUL INNOVATOR ETFS TRUST8.2K shares0.00%2026-06-302026-08-03

BPRE BLUEROCK PVT REAL ESTATE FD19.0K shares-4.62%2026-06-302026-08-03

JEMA J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2026-06-302026-08-03

VAW VANGUARD WORLD FD1.1K sharesnew addition2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T

2.48%

Shares503.3K

Event2026-06-30

Filed2026-08-03

USFR

WISDOMTREE TR

8.27%

Shares5.5M

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

148.96%

Shares273.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

13.80%

Shares380.5K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

11.17%

Shares513.5K

Event2026-06-30

Filed2026-08-03

TFLO

ISHARES TR

16.77%

Shares1.5M

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

11.50%

Shares675.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INTL EQUITY INDEX F

4.44%

Shares395.9K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

15.25%

Shares687.1K

Event2026-06-30

Filed2026-08-03

SPSB

SPDR SERIES TRUST

17.92%

Shares1.7M

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

1471.89%

Shares1.0M

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

-34.43%

Shares1.3M

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

2698.25%

Shares586.0K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

59.47%

Shares468.9K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

New

Shares704.7K

Event2026-06-30

Filed2026-08-03

ISHARES TR

83.96%

Shares47.1K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

New

Shares480.0K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

3782.86%

Shares1.3M

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

27.89%

Shares121.0K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

83.24%

Shares568.7K

Event2026-06-30

Filed2026-08-03

QUS

SPDR SERIES TRUST

62.81%

Shares172.8K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

20.51%

Shares520.3K

Event2026-06-30

Filed2026-08-03

CGDV

CAPITAL GROUP DIVIDEND VALUE

-4.19%

Shares631.5K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

8.28%

Shares261.5K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

1586.66%

Shares837.4K

Event2026-06-30

Filed2026-08-03

CGUS

CAPITAL GROUP CORE EQUITY ET

-1.87%

Shares677.5K

Event2026-06-30

Filed2026-08-03

CGGO

CAPITAL GROUP GBL GROWTH EQT

-3.43%

Shares691.4K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

12.41%

Shares95.9K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

730.40%

Shares115.0K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

579.05%

Shares314.7K

Event2026-06-30

Filed2026-08-03

ULST

SSGA ACTIVE ETF TR

13.08%

Shares665.1K

Event2026-06-30

Filed2026-08-03

SPTM

SPDR SERIES TRUST

14.21%

Shares282.5K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

150.22%

Shares239.4K

Event2026-06-30

Filed2026-08-03

MAXJ

ISHARES TR

-7.63%

Shares831.8K

Event2026-06-30

Filed2026-08-03

FNDF

SCHWAB STRATEGIC TR

New

Shares458.4K

Event2026-06-30

Filed2026-08-03

ACWI

ISHARES TR

27.70%

Shares148.3K

Event2026-06-30

Filed2026-08-03

WISDOMTREE TR

3.09%

Shares301.9K

Event2026-06-30

Filed2026-08-03

CGCB

CAPITAL GRP FIXED INCM ETF T

32.13%

Shares850.2K

Event2026-06-30

Filed2026-08-03

DLS

WISDOMTREE TR

2.19%

Shares265.2K

Event2026-06-30

Filed2026-08-03

PYLD

PIMCO ETF TR

32.95%

Shares824.3K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

7.84%

Shares312.1K

Event2026-06-30

Filed2026-08-03

STRL

STERLING INFRASTRUCTURE INC

-29.14%

Shares24.5K

Event2026-06-30

Filed2026-08-03

DMAX

ISHARES TR

-3.15%

Shares737.0K

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

15.61%

Shares178.7K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

12.55%

Shares317.9K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

31.90%

Shares79.1K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

6985.69%

Shares132.2K

Event2026-06-30

Filed2026-08-03

PHYS

SPROTT ASSET MANAGEMENT LP

1.64%

Shares515.0K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

39.63%

Shares41.1K

Event2026-06-30

Filed2026-08-03

IBTH

ISHARES TR

63.14%

Shares666.1K

Event2026-06-30

Filed2026-08-03

REET

ISHARES TR

11.01%

Shares520.9K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

New

Shares274.8K

Event2026-06-30

Filed2026-08-03

SLYV

SPDR SERIES TRUST

6.01%

Shares122.0K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

37.84%

Shares123.4K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

26.93%

Shares53.9K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

9.73%

Shares166.4K

Event2026-06-30

Filed2026-08-03

IAGG

ISHARES TR

16.98%

Shares247.5K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

13.86%

Shares139.3K

Event2026-06-30

Filed2026-08-03

DNL

WISDOMTREE TR

6.75%

Shares258.7K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

1.90%

Shares34.6K

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

New

Shares323.0K

Event2026-06-30

Filed2026-08-03

AVGE

AMERICAN CENTY ETF TR

7.62%

Shares116.7K

Event2026-06-30

Filed2026-08-03

SLYG

SPDR SERIES TRUST

0.81%

Shares95.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

479.32%

Shares116.8K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

15.72%

Shares66.7K

Event2026-06-30

Filed2026-08-03

IBTI

ISHARES TR

112.25%

Shares488.1K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

68.26%

Shares44.3K

Event2026-06-30

Filed2026-08-03

DGS

WISDOMTREE TR

6.83%

Shares164.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

18.35%

Shares33.6K

Event2026-06-30

Filed2026-08-03

DFAW

DIMENSIONAL ETF TRUST

61.65%

Shares117.0K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

-52.66%

Shares40.0K

Event2026-06-30

Filed2026-08-03

IBTG

ISHARES TR

-24.78%

Shares398.7K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

30.89%

Shares25.4K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

1377.03%

Shares303.1K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

28.19%

Shares24.9K

Event2026-06-30

Filed2026-08-03

YMAR

FIRST TR EXCHNG TRADED FD VI

3.45%

Shares308.9K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.18%

Shares17.6K

Event2026-06-30

Filed2026-08-03

JAAA

JANUS DETROIT STR TR

-8.11%

Shares171.6K

Event2026-06-30

Filed2026-08-03

DES

WISDOMTREE TR

-0.70%

Shares212.3K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

15.44%

Shares170.7K

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

1140.08%

Shares273.7K

Event2026-06-30

Filed2026-08-03

FEX

FIRST TR EXCHANGE-TRADED ALP

-52.50%

Shares60.4K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

38.56%

Shares53.4K

Event2026-06-30

Filed2026-08-03

DCOR

DIMENSIONAL ETF TRUST

33.94%

Shares102.8K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

1205.49%

Shares33.5K

Event2026-06-30

Filed2026-08-03

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares147.0K

Event2026-06-30

Filed2026-08-03

MMAX

ISHARES TR

-3.36%

Shares288.2K

Event2026-06-30

Filed2026-08-03

DFLV

DIMENSIONAL ETF TRUST

28.23%

Shares197.1K

Event2026-06-30

Filed2026-08-03

CIBR

FIRST TR EXCHANGE-TRADED FD

97.12%

Shares86.3K

Event2026-06-30

Filed2026-08-03

DFSV

DIMENSIONAL ETF TRUST

44.62%

Shares184.0K

Event2026-06-30

Filed2026-08-03

EWX

SPDR INDEX SHS FDS

13.72%

Shares95.3K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

52.05%

Shares18.0K

Event2026-06-30

Filed2026-08-03

SCHO

SCHWAB STRATEGIC TR

New

Shares256.0K

Event2026-06-30

Filed2026-08-03

DISV

DIMENSIONAL ETF TRUST

33.48%

Shares153.8K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

3.84%

Shares75.4K

Event2026-06-30

Filed2026-08-03

IBHF

ISHARES TR

-32.70%

Shares268.4K

Event2026-06-30

Filed2026-08-03

ACWX

ISHARES TR

138.57%

Shares79.5K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

32.54%

Shares51.5K

Event2026-06-30

Filed2026-08-03

DGRO

ISHARES TR

1996.51%

Shares79.3K

Event2026-06-30

Filed2026-08-03

ACYN

FIRST TR EXCHANGE-TRADED FD

64.24%

Shares288.5K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

1799.93%

Shares26.7K

Event2026-06-30

Filed2026-08-03

DFAE

DIMENSIONAL ETF TRUST

32.67%

Shares144.9K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

2072.90%

Shares73.1K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

24.24%

Shares68.7K

Event2026-06-30

Filed2026-08-03

FIW

FIRST TR EXCHANGE-TRADED FD

56.07%

Shares49.3K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

340.58%

Shares8.2K

Event2026-06-30

Filed2026-08-03

IJAN

INNOVATOR ETFS TRUST

-4.02%

Shares137.4K

Event2026-06-30

Filed2026-08-03

SPYD

SPDR SERIES TRUST

-2.74%

Shares107.9K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

18.29%

Shares37.7K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

7.79%

Shares7.0K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

-76.14%

Shares58.8K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

15.62%

Shares14.9K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

67.70%

Shares84.0K

Event2026-06-30

Filed2026-08-03

GNR

SPDR INDEX SHS FDS

New

Shares72.6K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

60.06%

Shares11.5K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

249.95%

Shares58.3K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

30.65%

Shares12.6K

Event2026-06-30

Filed2026-08-03

GRID

FIRST TR EXCHANGE-TRADED FD

8.58%

Shares24.8K

Event2026-06-30

Filed2026-08-03

GWX

SPDR INDEX SHS FDS

7.79%

Shares107.4K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

396.61%

Shares79.3K

Event2026-06-30

Filed2026-08-03

ARK ETF TR

14.18%

Shares35.3K

Event2026-06-30

Filed2026-08-03

PSI

INVESCO EXCHANGE TRADED FD T

2.91%

Shares24.8K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

16.31%

Shares8.2K

Event2026-06-30

Filed2026-08-03

SIXO

AIM ETF PRODUCTS TRUST

81.83%

Shares128.7K

Event2026-06-30

Filed2026-08-03

TCAI

TORTOISE CAPITAL SERIES TRUS

447.00%

Shares81.1K

Event2026-06-30

Filed2026-08-03

DFIC

DIMENSIONAL ETF TRUST

32.63%

Shares120.6K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

-2.70%

Shares7.7K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

3.42%

Shares39.5K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

17.43%

Shares3.6K

Event2026-06-30

Filed2026-08-03

ROBO

EXCHANGE TRADED CONCEPTS TRU

2.25%

Shares49.3K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

230.80%

Shares75.4K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

38.05%

Shares15.7K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

New

Shares87.5K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

399.58%

Shares9.6K

Event2026-06-30

Filed2026-08-03

PWRD

TCW ETF TRUST

New

Shares30.9K

Event2026-06-30

Filed2026-08-03

PAVE

GLOBAL X FDS

New

Shares64.4K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

180.85%

Shares46.3K

Event2026-06-30

Filed2026-08-03

MINT

PIMCO ETF TR

1660.44%

Shares37.0K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

48.87%

Shares26.8K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

25.83%

Shares24.7K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

New

Shares152.4K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

10.94%

Shares10.2K

Event2026-06-30

Filed2026-08-03

IAPR

INNOVATOR ETFS TRUST

19.50%

Shares103.4K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

340.14%

Shares118.2K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

28.81%

Shares3.6K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

6.30%

Shares9.4K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

4.88%

Shares65.3K

Event2026-06-30

Filed2026-08-03

NJUL

INNOVATOR ETFS TRUST

-9.40%

Shares42.1K

Event2026-06-30

Filed2026-08-03

PXF

INVESCO EXCH TRADED FD TR II

1296.79%

Shares43.1K

Event2026-06-30

Filed2026-08-03

QQEW

FIRST TR EXCHANGE-TRADED FD

-80.99%

Shares20.4K

Event2026-06-30

Filed2026-08-03

MISL

FIRST TR EXCHANGE-TRADED FD

1228.28%

Shares70.4K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

44.05%

Shares19.2K

Event2026-06-30

Filed2026-08-03

SCHP

SCHWAB STRATEGIC TR

New

Shares118.9K

Event2026-06-30

Filed2026-08-03

SOUTHSTATE BK CORP

0.64%

Shares31.5K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

26.43%

Shares32.0K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

44.91%

Shares36.8K

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

16.36%

Shares35.6K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

14.46%

Shares7.8K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

53.49%

Shares24.6K

Event2026-06-30

Filed2026-08-03

SMURFIT WESTROCK PLC

0.08%

Shares62.0K

Event2026-06-30

Filed2026-08-03

FNDE

SCHWAB STRATEGIC TR

New

Shares66.5K

Event2026-06-30

Filed2026-08-03

NAPR

INNOVATOR ETFS TRUST

-1.81%

Shares43.7K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

3.99%

Shares13.4K

Event2026-06-30

Filed2026-08-03

JULW

AIM ETF PRODUCTS TRUST

-5.47%

Shares62.1K

Event2026-06-30

Filed2026-08-03

BALT

INNOVATOR ETFS TRUST

New

Shares73.1K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

-80.99%

Shares24.2K

Event2026-06-30

Filed2026-08-03

DON

WISDOMTREE TR

10.45%

Shares43.4K

Event2026-06-30

Filed2026-08-03

SIXJ

AIM ETF PRODUCTS TRUST

-2.95%

Shares66.5K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

73.75%

Shares5.0K

Event2026-06-30

Filed2026-08-03

IJUL

INNOVATOR ETFS TRUST

-32.80%

Shares65.5K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

337.06%

Shares18.8K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

2.11%

Shares2.0K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

37.85%

Shares19.8K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

52.15%

Shares2.0K

Event2026-06-30

Filed2026-08-03

DWX

SPDR INDEX SHS FDS

New

Shares49.6K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

94.43%

Shares9.0K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

50.77%

Shares15.3K

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

21.44%

Shares32.0K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

6.95%

Shares5.1K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

14.62%

Shares5.0K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

12.51%

Shares1.1K

Event2026-06-30

Filed2026-08-03

VISA INC

5.95%

Shares6.3K

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

28.16%

Shares91.7K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

13.89%

Shares36.4K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

222.71%

Shares56.5K

Event2026-06-30

Filed2026-08-03

DXUV

DIMENSIONAL ETF TRUST

14.37%

Shares28.9K

Event2026-06-30

Filed2026-08-03

AIVI

WISDOMTREE TR

8.76%

Shares34.0K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

6.61%

Shares5.0K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

0.88%

Shares17.0K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

2.69%

Shares56.5K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

83.16%

Shares48.7K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP

2.98%

Shares2.3K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

7.41%

Shares3.4K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

29.52%

Shares9.6K

Event2026-06-30

Filed2026-08-03

GPN

GLOBAL PMTS INC

111.79%

Shares23.9K

Event2026-06-30

Filed2026-08-03

GDLC

GRAYSCALE COINDESK CRYPTO

798.32%

Shares65.3K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

-23.95%

Shares2.3K

Event2026-06-30

Filed2026-08-03

IQDF

FLEXSHARES TR

New

Shares49.6K

Event2026-06-30

Filed2026-08-03

DAL

DELTA AIR LINES INC

3.03%

Shares18.3K

Event2026-06-30

Filed2026-08-03

VANGUARD SCOTTSDALE FDS

New

Shares13.8K

Event2026-06-30

Filed2026-08-03

DFIS

DIMENSIONAL ETF TRUST

57.38%

Shares47.6K

Event2026-06-30

Filed2026-08-03

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.71%

Shares17.7K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

62.45%

Shares1.6K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

44.85%

Shares7.2K

Event2026-06-30

Filed2026-08-03

ANTERO RESOURCES CORP

0.00%

Shares46.5K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

17.43%

Shares11.0K

Event2026-06-30

Filed2026-08-03

MGC

VANGUARD WORLD FD

-3.09%

Shares5.9K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

12.89%

Shares8.4K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

33.70%

Shares10.6K

Event2026-06-30

Filed2026-08-03

IQLT

ISHARES TR

8.66%

Shares30.4K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-15.43%

Shares1.5K

Event2026-06-30

Filed2026-08-03

NETFLIX INC

54.08%

Shares20.8K

Event2026-06-30

Filed2026-08-03

FNDB

SCHWAB STRATEGIC TR

New

Shares47.7K

Event2026-06-30

Filed2026-08-03

NOCT

INNOVATOR ETFS TRUST

-5.27%

Shares23.2K

Event2026-06-30

Filed2026-08-03

NJAN

INNOVATOR ETFS TRUST

2.55%

Shares24.5K

Event2026-06-30

Filed2026-08-03

PPA

INVESCO EXCHANGE TRADED FD T

16.20%

Shares8.1K

Event2026-06-30

Filed2026-08-03

XAR

SPDR SERIES TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-08-03

LAZARD ACTIVE ETF TR

38.84%

Shares50.2K

Event2026-06-30

Filed2026-08-03

ISHARES TR

446.47%

Shares13.9K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

-2.55%

Shares5.6K

Event2026-06-30

Filed2026-08-03

SPTL

SPDR SERIES TRUST

New

Shares52.2K

Event2026-06-30

Filed2026-08-03

PNFP

PINNACLE FINL PARTNERS INC

19.98%

Shares13.6K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

105.67%

Shares8.7K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

19.34%

Shares15.3K

Event2026-06-30

Filed2026-08-03

AKRE

PROFESIONALLY MANAGED PORTFO

-5.36%

Shares24.5K

Event2026-06-30

Filed2026-08-03

DUHP

DIMENSIONAL ETF TRUST

80.19%

Shares30.4K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

24.04%

Shares1.7K

Event2026-06-30

Filed2026-08-03

IBTJ

ISHARES TR

-64.96%

Shares57.9K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

-4.00%

Shares25.1K

Event2026-06-30

Filed2026-08-03

IAUM

ISHARES GOLD TRUST MICRO

New

Shares31.1K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

0.56%

Shares13.4K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

20.38%

Shares4.1K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

New

Shares4.1K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

17.80%

Shares5.7K

Event2026-06-30

Filed2026-08-03

SCHK

SCHWAB STRATEGIC TR

New

Shares33.2K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

24.81%

Shares5.3K

Event2026-06-30

Filed2026-08-03

AEM

AGNICO EAGLE MINES LTD

New

Shares7.5K

Event2026-06-30

Filed2026-08-03

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares31.3K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

17.23%

Shares4.0K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

18.49%

Shares16.6K

Event2026-06-30

Filed2026-08-03

VEGI

ISHARES INC

New

Shares25.2K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

-2.85%

Shares7.2K

Event2026-06-30

Filed2026-08-03

DXIV

DIMENSIONAL ETF TRUST

22.41%

Shares15.6K

Event2026-06-30

Filed2026-08-03

RWO

SPDR INDEX SHS FDS

3.90%

Shares21.7K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

3.37%

Shares14.0K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

28.57%

Shares4.3K

Event2026-06-30

Filed2026-08-03

IHI

ISHARES TR

23.55%

Shares21.5K

Event2026-06-30

Filed2026-08-03

PJUN

INNOVATOR ETFS TRUST

-0.23%

Shares24.4K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

80.75%

Shares2.9K

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

1.31%

Shares8.4K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

15.27%

Shares14.3K

Event2026-06-30

Filed2026-08-03

ABCB

AMERIS BANCORP

-4.94%

Shares11.4K

Event2026-06-30

Filed2026-08-03

JAZZ PHARMACEUTICALS PLC

-1.07%

Shares4.2K

Event2026-06-30

Filed2026-08-03

FXL

FIRST TR EXCHANGE-TRADED FD

-2.95%

Shares4.7K

Event2026-06-30

Filed2026-08-03

ISHG

ISHARES TR

New

Shares13.7K

Event2026-06-30

Filed2026-08-03

FVD

FIRST TR EXCHANGE-TRADED FD

-9.13%

Shares20.9K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

155.52%

Shares7.1K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP

2.40%

Shares6.1K

Event2026-06-30

Filed2026-08-03

ICSH

ISHARES TR

New

Shares19.8K

Event2026-06-30

Filed2026-08-03

SGOV

ISHARES TR

New

Shares9.9K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

9.71%

Shares9.1K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

36.65%

Shares2.9K

Event2026-06-30

Filed2026-08-03

UBSI

UNITED BANKSHARES INC WEST V

0.10%

Shares21.6K

Event2026-06-30

Filed2026-08-03

AVUS

AMERICAN CENTY ETF TR

12.76%

Shares7.6K

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC

321.17%

Shares4.0K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

40.45%

Shares8.2K

Event2026-06-30

Filed2026-08-03

QTUM

ETF SER SOLUTIONS

-81.40%

Shares5.8K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

95.61%

Shares19.1K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN INC DEL

-25.72%

Shares29.8K

Event2026-06-30

Filed2026-08-03

JACOBS SOLUTIONS INC

49.66%

Shares7.5K

Event2026-06-30

Filed2026-08-03

BUFD

FIRST TR EXCHNG TRADED FD VI

New

Shares31.1K

Event2026-06-30

Filed2026-08-03

ARK ETF TR

-17.51%

Shares11.3K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

10.25%

Shares11.1K

Event2026-06-30

Filed2026-08-03

OCTW

AIM ETF PRODUCTS TRUST

-4.45%

Shares22.3K

Event2026-06-30

Filed2026-08-03

ARK 21SHARES BITCOIN ETF

New

Shares46.8K

Event2026-06-30

Filed2026-08-03

NOBL

PROSHARES TR

91.43%

Shares16.2K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

11.03%

Shares15.7K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

53.53%

Shares1.7K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

5.51%

Shares6.9K

Event2026-06-30

Filed2026-08-03

NRG

NRG ENERGY INC

-11.49%

Shares5.9K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

38.27%

Shares3.2K

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

-6.70%

Shares15.1K

Event2026-06-30

Filed2026-08-03

NUE

NUCOR CORP

New

Shares3.8K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

28.97%

Shares6.6K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

-16.90%

Shares25.4K

Event2026-06-30

Filed2026-08-03

AGILENT TECHNOLOGIES INC

New

Shares6.3K

Event2026-06-30

Filed2026-08-03

SIVR

ABRDN SILVER ETF TRUST

New

Shares14.7K

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

New

Shares5.6K

Event2026-06-30

Filed2026-08-03

IBHG

ISHARES TR

9.02%

Shares37.2K

Event2026-06-30

Filed2026-08-03

IFEB

INNOVATOR ETFS TRUST

New

Shares25.7K

Event2026-06-30

Filed2026-08-03

ENERGY TRANSFER L P

54.82%

Shares42.1K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

13.95%

Shares8.3K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

105.86%

Shares2.7K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

39.75%

Shares10.9K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

17.90%

Shares5.7K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

New

Shares5.6K

Event2026-06-30

Filed2026-08-03

ILCB

ISHARES TR

New

Shares7.5K

Event2026-06-30

Filed2026-08-03

PXH

INVESCO EXCH TRADED FD TR II

New

Shares27.6K

Event2026-06-30

Filed2026-08-03

DHI

D R HORTON INC

5.01%

Shares4.7K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

86.59%

Shares1.2K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

4.12%

Shares2.6K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

362.75%

Shares9.1K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

-39.53%

Shares765

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-6.48%

Shares5.4K

Event2026-06-30

Filed2026-08-03

AT&T INC

17.42%

Shares35.3K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

11.92%

Shares1.7K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-03

CINF

CINCINNATI FINL CORP

1.65%

Shares3.9K

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

-1.22%

Shares3.5K

Event2026-06-30

Filed2026-08-03

MOAT

VANECK ETF TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

17.15%

Shares731

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

23.04%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VYMI

VANGUARD WHITEHALL FDS

New

Shares7.2K

Event2026-06-30

Filed2026-08-03

ILCG

ISHARES TR

New

Shares6.0K

Event2026-06-30

Filed2026-08-03

DEERE & CO

76.27%

Shares1.1K

Event2026-06-30

Filed2026-08-03

PJUL

INNOVATOR ETFS TRUST

-10.56%

Shares14.3K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

1.15%

Shares1.3K

Event2026-06-30

Filed2026-08-03

REMX

VANECK ETF TRUST

New

Shares7.8K

Event2026-06-30

Filed2026-08-03

EJAN

INNOVATOR ETFS TRUST

-2.28%

Shares19.1K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-23.20%

Shares4.4K

Event2026-06-30

Filed2026-08-03

SPIB

SPDR SERIES TRUST

-6.16%

Shares20.3K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

2.78%

Shares2.1K

Event2026-06-30

Filed2026-08-03

NEOV

NEOVOLTA INC

0.00%

Shares214.2K

Event2026-06-30

Filed2026-08-03

SPGM

SPDR INDEX SHS FDS

-3.80%

Shares7.8K

Event2026-06-30

Filed2026-08-03

FBT

FIRST TR EXCHANGE-TRADED FD

-68.08%

Shares2.7K

Event2026-06-30

Filed2026-08-03

IDEXX LABS INC

3.62%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BUFY

FIRST TR EXCHNG TRADED FD VI

New

Shares28.2K

Event2026-06-30

Filed2026-08-03

IBTK

ISHARES TR

-7.65%

Shares33.6K

Event2026-06-30

Filed2026-08-03

FTEC

FIDELITY COVINGTON TRUST

3.07%

Shares2.3K

Event2026-06-30

Filed2026-08-03

AGX

ARGAN INC

5.23%

Shares805

Event2026-06-30

Filed2026-08-03

IUSV

ISHARES TR

23.18%

Shares5.8K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

24.75%

Shares4.6K

Event2026-06-30

Filed2026-08-03

SPIP

SPDR SERIES TRUST

5.24%

Shares24.8K

Event2026-06-30

Filed2026-08-03

URA

GLOBAL X FDS

New

Shares14.4K

Event2026-06-30

Filed2026-08-03

SKYT

SKYWATER TECHNOLOGY INC

-4.90%

Shares18.0K

Event2026-06-30

Filed2026-08-03

TDVG

T ROWE PRICE EXCHANGE-TRADED

0.20%

Shares12.7K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

27.89%

Shares25.5K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

New

Shares4.8K

Event2026-06-30

Filed2026-08-03

CASY

CASEYS GEN STORES INC

98.66%

Shares743

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

4.26%

Shares1.9K

Event2026-06-30

Filed2026-08-03

JGRO

J P MORGAN EXCHANGE TRADED F

1.89%

Shares6.0K

Event2026-06-30

Filed2026-08-03

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares9.1K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

122.52%

Shares2.3K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

0.32%

Shares1.6K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

31.97%

Shares4.5K

Event2026-06-30

Filed2026-08-03

KJAN

INNOVATOR ETFS TRUST

-5.12%

Shares12.5K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

15.50%

Shares5.4K

Event2026-06-30

Filed2026-08-03

AVLV

AMERICAN CENTY ETF TR

25.80%

Shares6.1K

Event2026-06-30

Filed2026-08-03

HIMS

HIMS & HERS HEALTH INC

-0.98%

Shares16.1K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

New

Shares5.6K

Event2026-06-30

Filed2026-08-03

REGIONS FINANCIAL CORP NEW

24.76%

Shares18.3K

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO

8.04%

Shares1.6K

Event2026-06-30

Filed2026-08-03

EEMS

ISHARES INC

-0.14%

Shares7.2K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

39.43%

Shares4.6K

Event2026-06-30

Filed2026-08-03

CSHI

NEOS ETF TRUST

New

Shares10.9K

Event2026-06-30

Filed2026-08-03

JANW

AIM ETF PRODUCTS TRUST

-0.37%

Shares13.8K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

1.53%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

8.30%

Shares4.6K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

-0.79%

Shares751

Event2026-06-30

Filed2026-08-03

VFQY

VANGUARD WELLINGTON FD

-9.64%

Shares3.1K

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW

162.42%

Shares6.0K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

5.41%

Shares1.5K

Event2026-06-30

Filed2026-08-03

CBOE

CBOE GLOBAL MKTS INC

19.08%

Shares2.1K

Event2026-06-30

Filed2026-08-03

APPLOVIN CORP

New

Shares975

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-21.13%

Shares1.6K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

35.77%

Shares687

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

41.92%

Shares1.9K

Event2026-06-30

Filed2026-08-03

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares21.8K

Event2026-06-30

Filed2026-08-03

AVUV

AMERICAN CENTY ETF TR

4.37%

Shares3.9K

Event2026-06-30

Filed2026-08-03

RDVY

FIRST TR EXCHANGE TRADED FD

0.08%

Shares5.9K

Event2026-06-30

Filed2026-08-03

CONSOLIDATED EDISON INC

34.86%

Shares4.3K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

-12.07%

Shares1.6K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

-32.57%

Shares10.3K

Event2026-06-30

Filed2026-08-03

DFAI

DIMENSIONAL ETF TRUST

12.01%

Shares11.4K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

13.87%

Shares3.0K

Event2026-06-30

Filed2026-08-03

NLR

VANECK ETF TRUST

-85.94%

Shares4.0K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

45.43%

Shares2.9K

Event2026-06-30

Filed2026-08-03

UNILEVER PLC

0.74%

Shares7.6K

Event2026-06-30

Filed2026-08-03

BTU

PEABODY ENGR CORP

0.37%

Shares19.7K

Event2026-06-30

Filed2026-08-03

IBMO

ISHARES TR

New

Shares17.6K

Event2026-06-30

Filed2026-08-03

IFRA

ISHARES TR

0.79%

Shares7.1K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

-4.69%

Shares1.5K

Event2026-06-30

Filed2026-08-03

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

BOXX

EA SERIES TRUST

3.69%

Shares3.7K

Event2026-06-30

Filed2026-08-03

FXR

FIRST TR EXCHANGE-TRADED FD

-14.90%

Shares4.8K

Event2026-06-30

Filed2026-08-03

VRTX

VERTEX PHARMACEUTICALS INC

-33.13%

Shares874

Event2026-06-30

Filed2026-08-03

ORLY

OREILLY AUTOMOTIVE INC

13.73%

Shares4.7K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

28.04%

Shares1.9K

Event2026-06-30

Filed2026-08-03

FELC

FIDELITY COVINGTON TRUST

0.03%

Shares10.0K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

47.82%

Shares2.7K

Event2026-06-30

Filed2026-08-03

VBIL

VANGUARD INSTL INDEX FD

New

Shares5.5K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

13.51%

Shares2.1K

Event2026-06-30

Filed2026-08-03

POCT

INNOVATOR ETFS TRUST

-2.80%

Shares8.9K

Event2026-06-30

Filed2026-08-03

THRV

THRIVE SERIES TRUST

106.15%

Shares17.0K

Event2026-06-30

Filed2026-08-03

RSPF

INVESCO EXCHANGE TRADED FD T

-10.17%

Shares5.3K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

37.50%

Shares4.2K

Event2026-06-30

Filed2026-08-03

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

THC

TENET HEALTHCARE CORP

1.04%

Shares2.1K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-0.69%

Shares4.2K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

24.45%

Shares7.3K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

-2.74%

Shares6.7K

Event2026-06-30

Filed2026-08-03

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-7.11%

Shares9.0K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

-31.58%

Shares1.4K

Event2026-06-30

Filed2026-08-03

AVNM

AMERICAN CENTY ETF TR

New

Shares4.5K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

7.02%

Shares7.0K

Event2026-06-30

Filed2026-08-03

DDFL

INNOVATOR ETFS TRUST

-34.77%

Shares17.4K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

6.38%

Shares2.5K

Event2026-06-30

Filed2026-08-03

VCR

VANGUARD WORLD FD

New

Shares922

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

1.02%

Shares2.0K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

40.73%

Shares1.7K

Event2026-06-30

Filed2026-08-03

MUNI

PIMCO ETF TR

14.02%

Shares6.9K

Event2026-06-30

Filed2026-08-03

GIS

GENERAL MILLS INC

New

Shares10.4K

Event2026-06-30

Filed2026-08-03

SPACE EXPLORATION TECHN CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

21.57%

Shares1.6K

Event2026-06-30

Filed2026-08-03

ARES CAPITAL CORP

New

Shares19.3K

Event2026-06-30

Filed2026-08-03

CGIC

CAPITAL GROUP INTERNATIONAL

-96.70%

Shares9.8K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

New

Shares2.1K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

11.45%

Shares954

Event2026-06-30

Filed2026-08-03

ARCH CAP GROUP LTD

New

Shares3.6K

Event2026-06-30

Filed2026-08-03

AVNV

AMERICAN CENTY ETF TR

New

Shares4.2K

Event2026-06-30

Filed2026-08-03

XEL

XCEL ENERGY INC

New

Shares4.3K

Event2026-06-30

Filed2026-08-03

ASE TECHNOLOGY HLDG CO LTD

New

Shares7.7K

Event2026-06-30

Filed2026-08-03

IJK

ISHARES TR

4.68%

Shares2.9K

Event2026-06-30

Filed2026-08-03

EUDG

WISDOMTREE TR

1.40%

Shares8.7K

Event2026-06-30

Filed2026-08-03

SNA

SNAP ON INC

-1.07%

Shares835

Event2026-06-30

Filed2026-08-03

HWM

HOWMET AEROSPACE INC

6.12%

Shares1.2K

Event2026-06-30

Filed2026-08-03

GPC

GENUINE PARTS CO

10.29%

Shares2.8K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

31.10%

Shares7.0K

Event2026-06-30

Filed2026-08-03

ENB

ENBRIDGE INC

24.44%

Shares6.2K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

32.87%

Shares2.1K

Event2026-06-30

Filed2026-08-03

QDEF

FLEXSHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-03

FNDA

SCHWAB STRATEGIC TR

New

Shares8.6K

Event2026-06-30

Filed2026-08-03

REGN

REGENERON PHARMACEUTICALS

New

Shares522

Event2026-06-30

Filed2026-08-03

FIDU

FIDELITY COVINGTON TRUST

0.22%

Shares3.3K

Event2026-06-30

Filed2026-08-03

ADOBE INC

-3.74%

Shares1.6K

Event2026-06-30

Filed2026-08-03

GMED

GLOBUS MED INC

52.82%

Shares4.1K

Event2026-06-30

Filed2026-08-03

GSLC

GOLDMAN SACHS ETF TR

5.14%

Shares2.3K

Event2026-06-30

Filed2026-08-03

DIHP

DIMENSIONAL ETF TRUST

39.62%

Shares9.3K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-03

IBTL

ISHARES TR

-3.10%

Shares15.6K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

New

Shares278

Event2026-06-30

Filed2026-08-03

VFH

VANGUARD WORLD FD

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

CME

CME GROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

8.83%

Shares789

Event2026-06-30

Filed2026-08-03

DFGR

DIMENSIONAL ETF TRUST

New

Shares10.8K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-49.21%

Shares4.5K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

New

Shares1.8K

Event2026-06-30

Filed2026-08-03

WDAY

WORKDAY INC

1.08%

Shares2.5K

Event2026-06-30

Filed2026-08-03

PRFZ

INVESCO EXCHANGE TRADED FD T

12.72%

Shares5.5K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

-67.62%

Shares614

Event2026-06-30

Filed2026-08-03

TFIN

TRIUMPH FINANCIAL INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-03

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-03

CQP

CHENIERE ENERGY PARTNERS L P

New

Shares5.0K

Event2026-06-30

Filed2026-08-03

XYL

XYLEM INC

9.10%

Shares2.6K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION

New

Shares4.1K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

12.15%

Shares3.3K

Event2026-06-30

Filed2026-08-03

CWI

SPDR INDEX SHS FDS

-4.39%

Shares7.4K

Event2026-06-30

Filed2026-08-03

GTO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

12.61%

Shares5.2K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

32.45%

Shares3.8K

Event2026-06-30

Filed2026-08-03

MSI

MOTOROLA SOLUTIONS INC

New

Shares716

Event2026-06-30

Filed2026-08-03

BOEING CO

-18.40%

Shares1.4K

Event2026-06-30

Filed2026-08-03

MLM

MARTIN MARIETTA MATLS INC

10.02%

Shares494

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

-3.90%

Shares7.7K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

11.28%

Shares799

Event2026-06-30

Filed2026-08-03

HAL

HALLIBURTON CO

New

Shares8.3K

Event2026-06-30

Filed2026-08-03

DFAU

DIMENSIONAL ETF TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-08-03

LWLG

LIGHTWAVE LOGIC INC

5.60%

Shares29.5K

Event2026-06-30

Filed2026-08-03

XLC

SELECT SECTOR SPDR TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-03

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares15.5K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

19.56%

Shares1.9K

Event2026-06-30

Filed2026-08-03

DOV

DOVER CORP

-60.42%

Shares1.2K

Event2026-06-30

Filed2026-08-03

AOA

ISHARES TR

-7.19%

Shares2.8K

Event2026-06-30

Filed2026-08-03

WRB

BERKLEY W R CORP

1.14%

Shares3.8K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP

4.97%

Shares5.6K

Event2026-06-30

Filed2026-08-03

DEHP

DIMENSIONAL ETF TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-08-03

WBD

WARNER BROS DISCOVERY INC

17.29%

Shares9.7K

Event2026-06-30

Filed2026-08-03

SIXG

ETF SER SOLUTIONS

New

Shares2.7K

Event2026-06-30

Filed2026-08-03

ROL

ROLLINS INC

0.99%

Shares6.1K

Event2026-06-30

Filed2026-08-03

FNCL

FIDELITY COVINGTON TRUST

0.36%

Shares3.3K

Event2026-06-30

Filed2026-08-03

XBI

SPDR SERIES TRUST

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

DAVA

ENDAVA PLC

-10.10%

Shares89.0K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares259

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC

20.76%

Shares1.5K

Event2026-06-30

Filed2026-08-03

TJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-03

BPRE

BLUEROCK PVT REAL ESTATE FD

-4.62%

Shares19.0K

Event2026-06-30

Filed2026-08-03

JEMA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

VAW

VANGUARD WORLD FD

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available