Sponsored

The Analysis of Cypress Capital Group's Holdings & P&L

Currently, Cypress Capital Group holds 314 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in NVDA (+50.8K shares, valued at $10.2M), N/A (+10.9K shares, valued at $4.1M), KMB (+31.9K shares, valued at $3.5M); decreased their positions in INDY (-50.0K shares, valued at $2.2M), ABT (-21.1K shares, valued at $1.9M), COR (-2.3K shares, valued at $637.3K); initiated new positions in SMH (+3.7K shares, valued at $2.4M), ALAB (+5.0K shares, valued at $2.4M), EIS (+19.0K shares, valued at $2.3M).

1M P&L

+2.5M+0.32%

3M P&L

+35.8M+4.69%

HY P&L

+61.4M+8.31%

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/A148.3M

18.1%

2Drug Manufacturers - General107.8M

13.1%

3Semiconductors73.0M

8.9%

Top Industries by Stock Count

1N/A91 stocks

33.8%

2Semiconductors12 stocks

4.5%

3Aerospace & Defense9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC198.0K shares3.69%2026-06-302026-08-05

LLY ELI LILLY & CO47.7K shares1.80%2026-06-302026-08-05

MSFT MICROSOFT CORP91.9K shares10.92%2026-06-302026-08-05

NVDA NVIDIA CORPORATION167.8K shares43.44%2026-06-302026-08-05

ABBVIE INC ABBVIE INC111.0K shares0.54%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO78.3K shares8.89%2026-06-302026-08-05

BROADCOM INC BROADCOM INC66.4K shares19.74%2026-06-302026-08-05

ISHARES TR ISHARES TR32.7K shares-0.36%2026-06-302026-08-05

Sponsored

VISA INC VISA INC65.8K shares1.75%2026-06-302026-08-05

AMZN AMAZON COM INC92.0K shares18.42%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL42.0K shares3.84%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON82.6K shares2.04%2026-06-302026-08-05

IAU ISHARES GOLD TR269.4K shares-0.97%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP132.8K shares4.45%2026-06-302026-08-05

LRCX LAM RESEARCH CORP41.5K shares20.02%2026-06-302026-08-05

GOOGL ALPHABET INC50.2K shares10.95%2026-06-302026-08-05

Sponsored

QQQ INVESCO QQQ TR23.5K shares3.25%2026-06-302026-08-05

WMT WALMART INC145.4K shares3.50%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.5K shares0.22%2026-06-302026-08-05

GOOG ALPHABET INC43.3K shares3.30%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC30.3K shares12.57%2026-06-302026-08-05

TJX TJX COS INC NEW94.1K shares4.24%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP27.5K shares0.19%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC58.1K shares0.91%2026-06-302026-08-05

Sponsored

PSX PHILLIPS 6659.9K shares3.84%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED19.0K shares9.20%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC16.7K shares9.28%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC81.5K shares0.13%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.7K shares20.53%2026-06-302026-08-05

SLV ISHARES SILVER TR166.2K shares-1.54%2026-06-302026-08-05

HD HOME DEPOT INC25.0K shares12.76%2026-06-302026-08-05

ASML ASML HLDG NV4.4K shares16.63%2026-06-302026-08-05

Sponsored

3M CO 3M CO53.0K shares-1.29%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION44.3K shares10.16%2026-06-302026-08-05

BLK BLACKROCK INC8.4K shares3.60%2026-06-302026-08-05

MRK MERCK & CO INC62.3K shares5.99%2026-06-302026-08-05

CME CME GROUP INC35.3K shares-3.63%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC13.7K shares58.72%2026-06-302026-08-05

CVX CHEVRON CORPORATION43.5K shares1.94%2026-06-302026-08-05

USB US BANCORP117.1K shares-0.00%2026-06-302026-08-05

Sponsored

MCD MCDONALDS CORP24.9K shares1.56%2026-06-302026-08-05

AMGN AMGEN INC18.0K shares1.85%2026-06-302026-08-05

GILD GILEAD SCIENCES INC47.3K shares-2.30%2026-06-302026-08-05

VLO VALERO ENERGY CORP21.7K shares3.54%2026-06-302026-08-05

CAT CATERPILLAR INC5.2K shares23.01%2026-06-302026-08-05

MO ALTRIA GROUP INC76.2K shares1.47%2026-06-302026-08-05

EWZ ISHARES INC158.7K shares7.81%2026-06-302026-08-05

LOW LOWES COS INC24.2K shares17.42%2026-06-302026-08-05

Sponsored

QCOM QUALCOMM INC27.4K shares25.95%2026-06-302026-08-05

NEM NEWMONT CORP53.8K shares-6.79%2026-06-302026-08-05

ETN EATON CORP PLC11.8K shares13.96%2026-06-302026-08-05

EWJ ISHARES INC53.3K shares6.10%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS17.7K shares8.18%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR25.8K shares18.41%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO84.7K shares7.01%2026-06-302026-08-05

GE GE AEROSPACE12.8K shares7.03%2026-06-302026-08-05

Sponsored

BINC BLACKROCK ETF TRUST II88.6K shares7.72%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW35.6K shares5.00%2026-06-302026-08-05

KO COCA COLA CO54.7K shares14.27%2026-06-302026-08-05

COPX GLOBAL X FDS57.2K shares21.03%2026-06-302026-08-05

TXN TEXAS INSTRS INC14.4K shares16.16%2026-06-302026-08-05

CNQ CANADIAN NAT RES LTD MED TER106.2K shares-1.92%2026-06-302026-08-05

GLW CORNING INC16.0K shares13.50%2026-06-302026-08-05

ROST ROSS STORES INC19.1K shares2.99%2026-06-302026-08-05

Sponsored

ABT ABBOTT LABORATORIES44.5K shares-32.12%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC28.2K shares-0.30%2026-06-302026-08-05

ISHARES TR ISHARES TR38.8K shares8.42%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP34.0K shares1519.57%2026-06-302026-08-05

ACMR ACM RESH INC28.4K shares79.68%2026-06-302026-08-05

COR CENCORA INC12.6K shares-15.13%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.5K shares176.95%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO37.6K shares207.89%2026-06-302026-08-05

Sponsored

NETFLIX INC. NETFLIX INC.48.1K shares71.03%2026-06-302026-08-05

IWF ISHARES TR27.5K shares299.94%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD35.5K shares3.43%2026-06-302026-08-05

PFE PFIZER INC138.5K shares6.32%2026-06-302026-08-05

GDXJ VANECK ETF TRUST32.0K shares1.72%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC10.6K shares-0.15%2026-06-302026-08-05

DIS DISNEY WALT CO31.0K shares0.69%2026-06-302026-08-05

OKE ONEOK INC NEW34.0K shares11.88%2026-06-302026-08-05

Sponsored

PAYX PAYCHEX INC29.9K shares-10.33%2026-06-302026-08-05

IEMG ISHARES INC35.4K shares104.20%2026-06-302026-08-05

PG PROCTER & GAMBLE CO19.7K shares5.18%2026-06-302026-08-05

REYN REYNOLDS CONSUMER PRODS INC107.4K shares33.55%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL87.6K shares-5.67%2026-06-302026-08-05

URA GLOBAL X FDS63.8K shares1.15%2026-06-302026-08-05

VXF VANGUARD INDEX FDS11.3K shares36.06%2026-06-302026-08-05

ISHARES TR ISHARES TR26.8K shares13.30%2026-06-302026-08-05

Sponsored

RSP INVESCO EXCHANGE TRADED FD T12.0K shares21.97%2026-06-302026-08-05

SMH VANECK ETF TRUST3.7K sharesnew addition2026-06-302026-08-05

ALAB ASTERA LABS INC5.0K sharesnew addition2026-06-302026-08-05

STT STATE STR CORP14.0K shares-6.37%2026-06-302026-08-05

TSLA TESLA INC5.6K shares126.49%2026-06-302026-08-05

FXI ISHARES TR73.3K shares2.47%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP6.5K shares17.72%2026-06-302026-08-05

EIS ISHARES INC19.0K sharesnew addition2026-06-302026-08-05

Sponsored

KWEB KRANESHARES TRUST90.0K sharesnew addition2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR20.6K shares2.47%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR13.9K shares1.50%2026-06-302026-08-05

CALM CAL MAINE FOODS INC26.4K shares1.40%2026-06-302026-08-05

COP CONOCOPHILLIPS20.1K shares20.69%2026-06-302026-08-05

INDA ISHARES TR41.5K sharesnew addition2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares-0.38%2026-06-302026-08-05

ORACLE CORP ORACLE CORP13.0K shares45.62%2026-06-302026-08-05

Sponsored

USFR WISDOMTREE TR37.7K shares13.93%2026-06-302026-08-05

DVY ISHARES TR12.0K shares-0.99%2026-06-302026-08-05

SUB ISHARES TR17.2K shares3.17%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC2.5K shares286.18%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC18.9K shares25.96%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC6.7K shares30.55%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR30.7K shares-7.71%2026-06-302026-08-05

MUB ISHARES TR14.9K shares16.98%2026-06-302026-08-05

Sponsored

PEP PEPSICO INC11.8K shares6.37%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.8K sharesnew addition2026-06-302026-08-05

DE DEERE & CO2.5K shares30.38%2026-06-302026-08-05

IJH ISHARES TR20.4K shares-1.52%2026-06-302026-08-05

SPG SIMON PPTY GROUP INC NEW7.0K shares0.00%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC4.6K sharesnew addition2026-06-302026-08-05

LIN LINDE PLC3.0K shares163.51%2026-06-302026-08-05

SYK STRYKER CORPORATION4.8K shares16.00%2026-06-302026-08-05

Sponsored

BAC BANK OF AMER CORP26.4K shares9.31%2026-06-302026-08-05

MCO MOODYS CORP3.3K shares8.70%2026-06-302026-08-05

IWB ISHARES TR3.6K shares-1.42%2026-06-302026-08-05

IWR ISHARES TR13.4K shares17.04%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I4.9K shares6.78%2026-06-302026-08-05

FTI TECHNIPFMC PLC21.3K sharesnew addition2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS5.9K shares13.48%2026-06-302026-08-05

JPST J P MORGAN EXCHANGE TRADED F26.9K sharesnew addition2026-06-302026-08-05

Sponsored

EMR EMERSON ELEC CO9.5K shares-0.73%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO3.9K shares-2.90%2026-06-302026-08-05

SBUX STARBUCKS CORP12.7K shares-1.56%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO3.8K shares40.07%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC2.5K shares118.17%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC3.1K shares-19.87%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR27.4K shares7.11%2026-06-302026-08-05

ADI ANALOG DEVICES INC3.0K shares74.43%2026-06-302026-08-05

Sponsored

T AT&T INC57.2K shares-7.52%2026-06-302026-08-05

SOLV SOLVENTUM CORP15.2K shares0.00%2026-06-302026-08-05

INTU INTUIT4.4K shares-11.32%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC3.8K sharesnew addition2026-06-302026-08-05

XEL XCEL ENERGY INC14.1K shares39.37%2026-06-302026-08-05

CRM SALESFORCE INC7.0K shares52.96%2026-06-302026-08-05

FDX FEDEX CORP3.5K shares-0.20%2026-06-302026-08-05

GWW WW GRAINGER INC796 shares0.00%2026-06-302026-08-05

Sponsored

TLT ISHARES TR12.5K sharesnew addition2026-06-302026-08-05

VO VANGUARD INDEX FDS13.4K shares186.62%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN4.7K shares-3.28%2026-06-302026-08-05

KLAC KLA CORP3.5K shares1917.54%2026-06-302026-08-05

JMST J P MORGAN EXCHANGE TRADED F18.6K shares364.63%2026-06-302026-08-05

EQIX EQUINIX INC904 shares281.43%2026-06-302026-08-05

ITOT ISHARES TR5.7K shares0.00%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC2.3K shares63.23%2026-06-302026-08-05

Sponsored

NVS NOVARTIS AG5.9K shares0.00%2026-06-302026-08-05

XMHQ INVESCO EXCHANGE TRADED FD T8.0K shares123.81%2026-06-302026-08-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL928 sharesnew addition2026-06-302026-08-05

MS MORGAN STANLEY4.2K shares153.41%2026-06-302026-08-05

INDY ISHARES TR19.8K shares-71.65%2026-06-302026-08-05

EFA ISHARES TR8.2K shares0.00%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO8.5K shares64.19%2026-06-302026-08-05

GVI ISHARES TR7.5K sharesnew addition2026-06-302026-08-05

Sponsored

UPS UNITED PARCEL SVCS INC7.4K shares-43.20%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC18.7K shares-12.13%2026-06-302026-08-05

PML PIMCO MUN INCOME FD II102.7K shares0.00%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC2.8K shares53.24%2026-06-302026-08-05

APH AMPHENOL CORP4.3K sharesnew addition2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-05

EFG ISHARES TR6.0K shares0.00%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC11.6K sharesnew addition2026-06-302026-08-05

Sponsored

SUNC SUNOCOCORP LLC10.7K shares0.00%2026-06-302026-08-05

WAB WABTEC2.7K shares0.00%2026-06-302026-08-05

IGSB ISHARES TR13.8K shares2.72%2026-06-302026-08-05

DHR DANAHER CORP DEL3.8K shares14.66%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS10.0K sharesnew addition2026-06-302026-08-05

IWM ISHARES TR2.4K shares-1.26%2026-06-302026-08-05

LNG CHENIERE ENERGY INC2.9K shares305.42%2026-06-302026-08-05

AMT AMERICAN TOWER CORP4.2K shares203.36%2026-06-302026-08-05

Sponsored

DAL DELTA AIR LINES INC7.3K shares-6.62%2026-06-302026-08-05

VV VANGUARD INDEX FDS2.0K shares-7.13%2026-06-302026-08-05

BA BOEING CO3.1K sharesnew addition2026-06-302026-08-05

C CITIGROUP INC4.8K shares6.60%2026-06-302026-08-05

GLD SPDR GOLD TR1.8K shares2.70%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED1.9K shares74.57%2026-06-302026-08-05

SWK STANLEY BLACK & DECKER INC6.8K shares2.48%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP1.9K shares0.00%2026-06-302026-08-05

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.6.4K shares2.47%2026-06-302026-08-05

CTAS CINTAS CORP3.4K shares0.29%2026-06-302026-08-05

CAH CARDINAL HEALTH INC2.5K shares76.90%2026-06-302026-08-05

SUN SUNOCO LP/SUNOCO FIN CORP8.6K shares0.00%2026-06-302026-08-05

AUSF GLOBAL X FDS11.9K shares-23.11%2026-06-302026-08-05

CLOUDFLARE INC CLOUDFLARE INC2.3K sharesnew addition2026-06-302026-08-05

DSL DOUBLELINE INCOME SOLUTIONS49.9K shares0.00%2026-06-302026-08-05

TMUS T-MOBILE US INC3.3K shares0.00%2026-06-302026-08-05

Sponsored

HYG ISHARES TR6.9K shares95.04%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L14.7K shares-0.12%2026-06-302026-08-05

AVY AVERY DENNISON CORP3.3K shares-20.20%2026-06-302026-08-05

FMB FIRST TR EXCH TRADED FD III10.3K shares-30.64%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR16.5K shares10.00%2026-06-302026-08-05

SYY SYSCO CORP6.2K shares0.00%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL2.3K shares0.00%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC2.9K shares-1.07%2026-06-302026-08-05

Sponsored

SLB SLB LIMITED10.9K shares-11.20%2026-06-302026-08-05

FANG DIAMONDBACK ENERGY INC2.9K sharesnew addition2026-06-302026-08-05

MBB ISHARES TR5.3K shares0.00%2026-06-302026-08-05

COWZ PACER FDS TR8.0K shares0.00%2026-06-302026-08-05

P EVERPURE INC6.2K sharesnew addition2026-06-302026-08-05

HLT HILTON WORLDWIDE HLDGS INC1.5K sharesnew addition2026-06-302026-08-05

RY ROYAL BK CDA2.3K shares-8.43%2026-06-302026-08-05

DIV GLOBAL X FDS25.3K shares0.00%2026-06-302026-08-05

Sponsored

TD TORONTO DOMINION BK ONT3.9K shares-12.62%2026-06-302026-08-05

VST VISTRA CORP3.0K sharesnew addition2026-06-302026-08-05

COIN COINBASE GLOBAL INC3.3K sharesnew addition2026-06-302026-08-05

CII BLACKROCK ENHANCED LARGE CAP18.0K shares-0.07%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.0K sharesnew addition2026-06-302026-08-05

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3.5K shares3.12%2026-06-302026-08-05

CSX CSX CORP9.7K sharesnew addition2026-06-302026-08-05

PFL PIMCO INCOME STRATEGY FD58.2K shares0.00%2026-06-302026-08-05

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC2.0K sharesnew addition2026-06-302026-08-05

TFC TRUIST FINL CORP9.1K shares0.00%2026-06-302026-08-05

FAST FASTENAL CO9.3K shares-1.27%2026-06-302026-08-05

WMB WILLIAMS COS INC6.0K shares0.00%2026-06-302026-08-05

IWD ISHARES TR1.8K shares0.00%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC5.6K shares3.73%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC2.0K shares0.00%2026-06-302026-08-05

AEROVIRONMENT INC AEROVIRONMENT INC2.6K shares-20.26%2026-06-302026-08-05

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI955 shares26.49%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC6.1K shares0.00%2026-06-302026-08-05

LNT ALLIANT ENERGY CORP5.3K shares-4.68%2026-06-302026-08-05

SPTL SPDR SERIES TRUST15.4K shares0.00%2026-06-302026-08-05

CMCSA COMCAST CORP NEW16.4K shares0.00%2026-06-302026-08-05

BKR BAKER HUGHES COMPANY7.2K sharesnew addition2026-06-302026-08-05

WFC WELLS FARGO & CO4.8K shares0.00%2026-06-302026-08-05

YUM YUM BRANDS INC2.4K shares0.00%2026-06-302026-08-05

Sponsored

VB VANGUARD INDEX FDS1.3K shares18.59%2026-06-302026-08-05

SIMO SILICON MOTION TECHNOLOGY CO1.2K sharesnew addition2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF11.4K shares0.00%2026-06-302026-08-05

ETR ENTERGY CORP NEW3.3K shares-11.72%2026-06-302026-08-05

IVW ISHARES TR2.6K shares0.00%2026-06-302026-08-05

AEHR AEHR TEST SYS3.8K sharesnew addition2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW3.7K sharesnew addition2026-06-302026-08-05

ET ENERGY TRANSFER L P18.6K shares-0.09%2026-06-302026-08-05

Sponsored

XHE SPDR SERIES TRUST4.2K sharesnew addition2026-06-302026-08-05

GSY INVESCO ACTIVELY MANAGED EXC6.9K shares0.00%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC3.7K sharesnew addition2026-06-302026-08-05

PFN PIMCO INCOME STRATEGY FD II47.2K shares0.00%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP1.7K shares0.00%2026-06-302026-08-05

CRDO CREDO TECHNOLOGY GROUP HOLDI1.2K sharesnew addition2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC1.3K sharesnew addition2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC315 sharesnew addition2026-06-302026-08-05

Sponsored

VOE VANGUARD INDEX FDS1.6K sharesnew addition2026-06-302026-08-05

VNQ VANGUARD INDEX FDS3.2K shares0.00%2026-06-302026-08-05

UCB UNITED CMNTY BKS BLAIRSVLE G8.7K shares0.00%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares0.00%2026-06-302026-08-05

NZF NUVEEN MUN CR INCOME FD24.1K shares-0.10%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR9.0K sharesnew addition2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP597 sharesnew addition2026-06-302026-08-05

IWN ISHARES TR1.3K shares0.00%2026-06-302026-08-05

Sponsored

PFF ISHARES TR9.4K shares2.49%2026-06-302026-08-05

ONON ON HLDG AG8.0K sharesnew addition2026-06-302026-08-05

VOO VANGUARD INDEX FDS412 sharesnew addition2026-06-302026-08-05

BDX BECTON DICKINSON & CO1.9K shares-41.60%2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP3.0K shares2.85%2026-06-302026-08-05

MLM MARTIN MARIETTA MATLS INC479 sharesnew addition2026-06-302026-08-05

ETY EATON VANCE TAX-MANAGED DIVE18.6K shares-38.74%2026-06-302026-08-05

PFGC PERFORMANCE FOOD GROUP CO2.4K sharesnew addition2026-06-302026-08-05

Sponsored

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-06-302026-08-05

ERO ERO COPPER CORP10.0K sharesnew addition2026-06-302026-08-05

HEI HEICO CORP NEW747 sharesnew addition2026-06-302026-08-05

FLEX FLEX LTD1.6K sharesnew addition2026-06-302026-08-05

LMBS FIRST TR EXCHANGE-TRADED FD5.3K shares0.28%2026-06-302026-08-05

ECL ECOLAB INC941 shares-2.08%2026-06-302026-08-05

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II10.1K shares0.00%2026-06-302026-08-05

NTRS NORTHERN TR CORP1.5K shares0.00%2026-06-302026-08-05

Sponsored

SDY SPDR SERIES TRUST1.7K shares2.12%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC221 sharesnew addition2026-06-302026-08-05

MCK MCKESSON CORP337 shares25.28%2026-06-302026-08-05

OEF ISHARES TR695 shares0.00%2026-06-302026-08-05

SHY ISHARES TR3.1K shares0.00%2026-06-302026-08-05

MELI MERCADOLIBRE INC147 sharesnew addition2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR3.1K shares0.00%2026-06-302026-08-05

IDEV ISHARES TR2.7K sharesnew addition2026-06-302026-08-05

Sponsored

SHEL SHELL PLC3.1K shares22.92%2026-06-302026-08-05

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION2.1K sharesnew addition2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC1.4K sharesnew addition2026-06-302026-08-05

JBL JABIL INC604 sharesnew addition2026-06-302026-08-05

UNP UNION PAC CORP854 sharesnew addition2026-06-302026-08-05

PWV INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-06-302026-08-05

Sponsored

IJR ISHARES TR1.6K sharesnew addition2026-06-302026-08-05

SHOP SHOPIFY INC2.0K sharesnew addition2026-06-302026-08-05

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V815 sharesnew addition2026-06-302026-08-05

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR7.7K sharesnew addition2026-06-302026-08-05

USMV ISHARES TR2.4K shares0.00%2026-06-302026-08-05

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-08-05

CI THE CIGNA GROUP802 sharesnew addition2026-06-302026-08-05

Sponsored

IGF ISHARES TR3.2K shares-3.73%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION2.9K sharesnew addition2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC493 sharesnew addition2026-06-302026-08-05

FSEP FIRST TR EXCHNG TRADED FD VI3.8K sharesnew addition2026-06-302026-08-05

CG CARLYLE GROUP INC5.0K sharesnew addition2026-06-302026-08-05

PLD PROLOGIS INC.1.5K sharesnew addition2026-06-302026-08-05

EEM ISHARES TR3.0K sharesnew addition2026-06-302026-08-05

DGRW WISDOMTREE TR2.2K sharesnew addition2026-06-302026-08-05

Sponsored

IWS ISHARES TR1.3K sharesnew addition2026-06-302026-08-05

NEU NEWMARKET CORP256 sharesnew addition2026-06-302026-08-05

BGR BLACKROCK ENERGY & RES TR12.0K shares-0.23%2026-06-302026-08-05

VOD VODAFONE GROUP PLC13.3K shares0.00%2026-06-302026-08-05

CHY CALAMOS CONV & HIGH INCOME F12.2K sharesnew addition2026-06-302026-08-05

RDW REDWIRE CORPORATION12.7K sharesnew addition2026-06-302026-08-05

OMER OMEROS CORP15.0K sharesnew addition2026-06-302026-08-05

GRAB GRAB HOLDINGS LIMITED20.0K sharesnew addition2026-06-302026-08-05

Sponsored

LYG LLOYDS BANKING GROUP PLC10.9K sharesnew addition2026-06-302026-08-05

GPUS HYPERSCALE DATA INC19.0K shares0.00%2026-06-302026-08-05

AAPL

APPLE INC

3.69%

Shares198.0K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

1.80%

Shares47.7K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

10.92%

Shares91.9K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

43.44%

Shares167.8K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.54%

Shares111.0K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

8.89%

Shares78.3K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

19.74%

Shares66.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.36%

Shares32.7K

Event2026-06-30

Filed2026-08-05

VISA INC

1.75%

Shares65.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

18.42%

Shares92.0K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.84%

Shares42.0K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

2.04%

Shares82.6K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-0.97%

Shares269.4K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

4.45%

Shares132.8K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

20.02%

Shares41.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

10.95%

Shares50.2K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

3.25%

Shares23.5K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

3.50%

Shares145.4K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

0.22%

Shares21.5K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

3.30%

Shares43.3K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

12.57%

Shares30.3K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

4.24%

Shares94.1K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.19%

Shares27.5K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

0.91%

Shares58.1K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

3.84%

Shares59.9K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

9.20%

Shares19.0K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

9.28%

Shares16.7K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

0.13%

Shares81.5K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

20.53%

Shares9.7K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR

-1.54%

Shares166.2K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

12.76%

Shares25.0K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

16.63%

Shares4.4K

Event2026-06-30

Filed2026-08-05

3M CO

-1.29%

Shares53.0K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

10.16%

Shares44.3K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

3.60%

Shares8.4K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

5.99%

Shares62.3K

Event2026-06-30

Filed2026-08-05

CME

CME GROUP INC

-3.63%

Shares35.3K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

58.72%

Shares13.7K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

1.94%

Shares43.5K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

-0.00%

Shares117.1K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

1.56%

Shares24.9K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

1.85%

Shares18.0K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

-2.30%

Shares47.3K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

3.54%

Shares21.7K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

23.01%

Shares5.2K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

1.47%

Shares76.2K

Event2026-06-30

Filed2026-08-05

EWZ

ISHARES INC

7.81%

Shares158.7K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

17.42%

Shares24.2K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

25.95%

Shares27.4K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

-6.79%

Shares53.8K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

13.96%

Shares11.8K

Event2026-06-30

Filed2026-08-05

EWJ

ISHARES INC

6.10%

Shares53.3K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

8.18%

Shares17.7K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

18.41%

Shares25.8K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

7.01%

Shares84.7K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

7.03%

Shares12.8K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

7.72%

Shares88.6K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

5.00%

Shares35.6K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

14.27%

Shares54.7K

Event2026-06-30

Filed2026-08-05

COPX

GLOBAL X FDS

21.03%

Shares57.2K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

16.16%

Shares14.4K

Event2026-06-30

Filed2026-08-05

CNQ

CANADIAN NAT RES LTD MED TER

-1.92%

Shares106.2K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

13.50%

Shares16.0K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

2.99%

Shares19.1K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-32.12%

Shares44.5K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-0.30%

Shares28.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

8.42%

Shares38.8K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

1519.57%

Shares34.0K

Event2026-06-30

Filed2026-08-05

ACMR

ACM RESH INC

79.68%

Shares28.4K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC

-15.13%

Shares12.6K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

176.95%

Shares28.5K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

207.89%

Shares37.6K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

71.03%

Shares48.1K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

299.94%

Shares27.5K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

3.43%

Shares35.5K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

6.32%

Shares138.5K

Event2026-06-30

Filed2026-08-05

GDXJ

VANECK ETF TRUST

1.72%

Shares32.0K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

-0.15%

Shares10.6K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

0.69%

Shares31.0K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW

11.88%

Shares34.0K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

-10.33%

Shares29.9K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

104.20%

Shares35.4K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

5.18%

Shares19.7K

Event2026-06-30

Filed2026-08-05

REYN

REYNOLDS CONSUMER PRODS INC

33.55%

Shares107.4K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

-5.67%

Shares87.6K

Event2026-06-30

Filed2026-08-05

URA

GLOBAL X FDS

1.15%

Shares63.8K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

36.06%

Shares11.3K

Event2026-06-30

Filed2026-08-05

ISHARES TR

13.30%

Shares26.8K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

21.97%

Shares12.0K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP

-6.37%

Shares14.0K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

126.49%

Shares5.6K

Event2026-06-30

Filed2026-08-05

FXI

ISHARES TR

2.47%

Shares73.3K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

17.72%

Shares6.5K

Event2026-06-30

Filed2026-08-05

EIS

ISHARES INC

New

Shares19.0K

Event2026-06-30

Filed2026-08-05

KWEB

KRANESHARES TRUST

New

Shares90.0K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

2.47%

Shares20.6K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

1.50%

Shares13.9K

Event2026-06-30

Filed2026-08-05

CALM

CAL MAINE FOODS INC

1.40%

Shares26.4K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

20.69%

Shares20.1K

Event2026-06-30

Filed2026-08-05

INDA

ISHARES TR

New

Shares41.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.38%

Shares5.2K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

45.62%

Shares13.0K

Event2026-06-30

Filed2026-08-05

USFR

WISDOMTREE TR

13.93%

Shares37.7K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-0.99%

Shares12.0K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

3.17%

Shares17.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

286.18%

Shares2.5K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

25.96%

Shares18.9K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

30.55%

Shares6.7K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-7.71%

Shares30.7K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

16.98%

Shares14.9K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

6.37%

Shares11.8K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

DEERE & CO

30.38%

Shares2.5K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-1.52%

Shares20.4K

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

New

Shares4.6K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

163.51%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

16.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

9.31%

Shares26.4K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

8.70%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-1.42%

Shares3.6K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

17.04%

Shares13.4K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

6.78%

Shares4.9K

Event2026-06-30

Filed2026-08-05

FTI

TECHNIPFMC PLC

New

Shares21.3K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

13.48%

Shares5.9K

Event2026-06-30

Filed2026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares26.9K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-0.73%

Shares9.5K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-2.90%

Shares3.9K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-1.56%

Shares12.7K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

40.07%

Shares3.8K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

118.17%

Shares2.5K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

-19.87%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

7.11%

Shares27.4K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

74.43%

Shares3.0K

Event2026-06-30

Filed2026-08-05

AT&T INC

-7.52%

Shares57.2K

Event2026-06-30

Filed2026-08-05

SOLV

SOLVENTUM CORP

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT

-11.32%

Shares4.4K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC

39.37%

Shares14.1K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

52.96%

Shares7.0K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

-0.20%

Shares3.5K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

0.00%

Shares796

Event2026-06-30

Filed2026-08-05

TLT

ISHARES TR

New

Shares12.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

186.62%

Shares13.4K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

-3.28%

Shares4.7K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

1917.54%

Shares3.5K

Event2026-06-30

Filed2026-08-05

JMST

J P MORGAN EXCHANGE TRADED F

364.63%

Shares18.6K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC

281.43%

Shares904

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

63.23%

Shares2.3K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-05

XMHQ

INVESCO EXCHANGE TRADED FD T

123.81%

Shares8.0K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares928

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

153.41%

Shares4.2K

Event2026-06-30

Filed2026-08-05

INDY

ISHARES TR

-71.65%

Shares19.8K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

64.19%

Shares8.5K

Event2026-06-30

Filed2026-08-05

GVI

ISHARES TR

New

Shares7.5K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

-43.20%

Shares7.4K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-12.13%

Shares18.7K

Event2026-06-30

Filed2026-08-05

PML

PIMCO MUN INCOME FD II

0.00%

Shares102.7K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

53.24%

Shares2.8K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

New

Shares4.3K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

New

Shares11.6K

Event2026-06-30

Filed2026-08-05

SUNC

SUNOCOCORP LLC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-05

WAB

WABTEC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

2.72%

Shares13.8K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

14.66%

Shares3.8K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

New

Shares10.0K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-1.26%

Shares2.4K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

305.42%

Shares2.9K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

203.36%

Shares4.2K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

-6.62%

Shares7.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-7.13%

Shares2.0K

Event2026-06-30

Filed2026-08-05

BOEING CO

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

6.60%

Shares4.8K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

2.70%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

74.57%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SWK

STANLEY BLACK & DECKER INC

2.48%

Shares6.8K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

MICROCHIP TECHNOLOGY INC.

2.47%

Shares6.4K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

0.29%

Shares3.4K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

76.90%

Shares2.5K

Event2026-06-30

Filed2026-08-05

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-05

AUSF

GLOBAL X FDS

-23.11%

Shares11.9K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares49.9K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

95.04%

Shares6.9K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

-0.12%

Shares14.7K

Event2026-06-30

Filed2026-08-05

AVY

AVERY DENNISON CORP

-20.20%

Shares3.3K

Event2026-06-30

Filed2026-08-05

FMB

FIRST TR EXCH TRADED FD III

-30.64%

Shares10.3K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

10.00%

Shares16.5K

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

-1.07%

Shares2.9K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

-11.20%

Shares10.9K

Event2026-06-30

Filed2026-08-05

FANG

DIAMONDBACK ENERGY INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-05

COWZ

PACER FDS TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

EVERPURE INC

New

Shares6.2K

Event2026-06-30

Filed2026-08-05

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

ROYAL BK CDA

-8.43%

Shares2.3K

Event2026-06-30

Filed2026-08-05

DIV

GLOBAL X FDS

0.00%

Shares25.3K

Event2026-06-30

Filed2026-08-05

TORONTO DOMINION BK ONT

-12.62%

Shares3.9K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

COIN

COINBASE GLOBAL INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

CII

BLACKROCK ENHANCED LARGE CAP

-0.07%

Shares18.0K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

AGILENT TECHNOLOGIES INC

3.12%

Shares3.5K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

New

Shares9.7K

Event2026-06-30

Filed2026-08-05

PFL

PIMCO INCOME STRATEGY FD

0.00%

Shares58.2K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

-1.27%

Shares9.3K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

3.73%

Shares5.6K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AEROVIRONMENT INC

-20.26%

Shares2.6K

Event2026-06-30

Filed2026-08-05

TPL

TEXAS PACIFIC LAND CORPORATI

26.49%

Shares955

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-05

LNT

ALLIANT ENERGY CORP

-4.68%

Shares5.3K

Event2026-06-30

Filed2026-08-05

SPTL

SPDR SERIES TRUST

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

0.00%

Shares16.4K

Event2026-06-30

Filed2026-08-05

BKR

BAKER HUGHES COMPANY

New

Shares7.2K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

18.59%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW

-11.72%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

AEHR

AEHR TEST SYS

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

-0.09%

Shares18.6K

Event2026-06-30

Filed2026-08-05

XHE

SPDR SERIES TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

PFN

PIMCO INCOME STRATEGY FD II

0.00%

Shares47.2K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

New

Shares315

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

NZF

NUVEEN MUN CR INCOME FD

-0.10%

Shares24.1K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

New

Shares9.0K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

New

Shares597

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

PFF

ISHARES TR

2.49%

Shares9.4K

Event2026-06-30

Filed2026-08-05

ONON

ON HLDG AG

New

Shares8.0K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

New

Shares412

Event2026-06-30

Filed2026-08-05

BDX

BECTON DICKINSON & CO

-41.60%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

2.85%

Shares3.0K

Event2026-06-30

Filed2026-08-05

MLM

MARTIN MARIETTA MATLS INC

New

Shares479

Event2026-06-30

Filed2026-08-05

ETY

EATON VANCE TAX-MANAGED DIVE

-38.74%

Shares18.6K

Event2026-06-30

Filed2026-08-05

PFGC

PERFORMANCE FOOD GROUP CO

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ERO

ERO COPPER CORP

New

Shares10.0K

Event2026-06-30

Filed2026-08-05

HEI

HEICO CORP NEW

New

Shares747

Event2026-06-30

Filed2026-08-05

FLEX

FLEX LTD

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

LMBS

FIRST TR EXCHANGE-TRADED FD

0.28%

Shares5.3K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

-2.08%

Shares941

Event2026-06-30

Filed2026-08-05

BNY MELLON ETF TRUST II

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-05

NTRS

NORTHERN TR CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

2.12%

Shares1.7K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares221

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

25.28%

Shares337

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

0.00%

Shares695

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

New

Shares147

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IDEV

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

22.92%

Shares3.1K

Event2026-06-30

Filed2026-08-05

ARES MANAGEMENT CORPORATION

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.9K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

JBL

JABIL INC

New

Shares604

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

New

Shares854

Event2026-06-30

Filed2026-08-05

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS N V

New

Shares815

Event2026-06-30

Filed2026-08-05

JOHNSON CONTROLS INTERNATION

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

New

Shares7.7K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP

New

Shares802

Event2026-06-30

Filed2026-08-05

IGF

ISHARES TR

-3.73%

Shares3.2K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

New

Shares493

Event2026-06-30

Filed2026-08-05

FSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

CARLYLE GROUP INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

NEU

NEWMARKET CORP

New

Shares256

Event2026-06-30

Filed2026-08-05

BGR

BLACKROCK ENERGY & RES TR

-0.23%

Shares12.0K

Event2026-06-30

Filed2026-08-05

VOD

VODAFONE GROUP PLC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-05

CHY

CALAMOS CONV & HIGH INCOME F

New

Shares12.2K

Event2026-06-30

Filed2026-08-05

RDW

REDWIRE CORPORATION

New

Shares12.7K

Event2026-06-30

Filed2026-08-05

OMER

OMEROS CORP

New

Shares15.0K

Event2026-06-30

Filed2026-08-05

GRAB

GRAB HOLDINGS LIMITED

New

Shares20.0K

Event2026-06-30

Filed2026-08-05

LYG

LLOYDS BANKING GROUP PLC

New

Shares10.9K

Event2026-06-30

Filed2026-08-05

GPUS

HYPERSCALE DATA INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available