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

Currently, Cypress Wealth Services, LLC holds 422 types of securities in its portfolio with a total value $812.7M. In the most recent quarter, they have increased their positions in N/A (+177.9K shares, valued at $15.6M), N/A (+14.1K shares, valued at $10.6M), MGK (+93.6K shares, valued at $8.2M); decreased their positions in QUAL (-40.0K shares, valued at $8.8M), EFV (-111.9K shares, valued at $8.6M), IVE (-13.8K shares, valued at $3.1M); initiated new positions in N/A (+158.7K shares, valued at $4.5M), N/A (+31.0K shares, valued at $1.6M), DAPR (+22.8K shares, valued at $934.0K).

1M P&L

+5.1M+0.80%

3M P&L

+22.3M+3.60%

HY P&L

-5.8M-0.89%

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/A446.4M

68.1%

2Consumer Electronics47.0M

7.2%

3Semiconductors19.4M

3.0%

Top Industries by Stock Count

1N/A221 stocks

58.3%

2Semiconductors10 stocks

2.6%

3Gold7 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST535.6K shares49.72%2026-06-302026-07-13

AAPL APPLE INC162.6K shares-1.20%2026-06-302026-07-13

ISHARES TR ISHARES TR60.0K shares30.74%2026-06-302026-07-13

DYNF BLACKROCK ETF TRUST430.6K shares5.12%2026-06-302026-07-13

IVW ISHARES TR147.8K shares2.60%2026-06-302026-07-13

CORO BLACKROCK ETF TRUST510.1K shares33.93%2026-06-302026-07-13

SCHZ SCHWAB STRATEGIC TR659.2K shares11.92%2026-06-302026-07-13

IVE ISHARES TR66.6K shares-17.13%2026-06-302026-07-13

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T17.6K shares4.06%2026-06-302026-07-13

BAI BLACKROCK ETF TRUST223.1K shares-16.49%2026-06-302026-07-13

EFG ISHARES TR85.2K shares46.65%2026-06-302026-07-13

MGK VANGUARD WORLD FD117.7K shares388.89%2026-06-302026-07-13

VOO VANGUARD INDEX FDS14.8K shares0.07%2026-06-302026-07-13

GOOGL ALPHABET INC27.6K shares-5.02%2026-06-302026-07-13

IUSB ISHARES TR212.5K shares27.43%2026-06-302026-07-13

NVDA NVIDIA CORPORATION49.0K shares0.05%2026-06-302026-07-13

Sponsored

MSFT MICROSOFT CORP25.6K shares-0.44%2026-06-302026-07-13

ESGU ISHARES TR56.0K shares-0.56%2026-06-302026-07-13

QUAL ISHARES TR38.8K shares-50.79%2026-06-302026-07-13

BLCR BLACKROCK ETF TRUST168.0K shares6.83%2026-06-302026-07-13

OEF ISHARES TR23.1K shares7.40%2026-06-302026-07-13

AMZN AMAZON COM INC34.4K shares-2.28%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS114.1K shares13.51%2026-06-302026-07-13

QQQ INVESCO QQQ TR10.6K shares2.46%2026-06-302026-07-13

Sponsored

GOOG ALPHABET INC21.8K shares-0.36%2026-06-302026-07-13

THRO BLACKROCK ETF TRUST174.2K shares-28.58%2026-06-302026-07-13

VO VANGUARD INDEX FDS89.7K shares296.72%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS44.8K shares-0.98%2026-06-302026-07-13

IEMG ISHARES INC82.5K shares-25.41%2026-06-302026-07-13

TSLA TESLA INC16.0K shares2.51%2026-06-302026-07-13

EFV ISHARES TR87.2K shares-56.20%2026-06-302026-07-13

VB VANGUARD INDEX FDS21.8K shares0.19%2026-06-302026-07-13

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.1K shares-1.41%2026-06-302026-07-13

SPMO INVESCO EXCH TRADED FD TR II36.0K shares-22.35%2026-06-302026-07-13

MBB ISHARES TR61.4K shares8.04%2026-06-302026-07-13

GOVT ISHARES TR243.7K shares7.36%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL11.0K shares-2.87%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.7K shares-0.81%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS101.3K shares-26.02%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS21.5K shares-4.26%2026-06-302026-07-13

Sponsored

BE BLOOM ENERGY CORP16.5K shares5.33%2026-06-302026-07-13

BROADCOM INC BROADCOM INC13.0K shares1.52%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS56.2K shares1.68%2026-06-302026-07-13

IYW ISHARES TR18.4K shares-0.27%2026-06-302026-07-13

BLACKROCK ETF TRUST BLACKROCK ETF TRUST158.7K sharesnew addition2026-06-302026-07-13

MTUM ISHARES TR12.5K shares-18.06%2026-06-302026-07-13

PFF ISHARES TR140.4K shares-0.62%2026-06-302026-07-13

SHLD GLOBAL X FDS70.8K shares20.64%2026-06-302026-07-13

Sponsored

MAR MARRIOTT INTL INC NEW9.8K shares-0.08%2026-06-302026-07-13

IVLU ISHARES TR85.6K shares-3.89%2026-06-302026-07-13

HYG ISHARES TR44.8K shares0.58%2026-06-302026-07-13

CAT CATERPILLAR INC3.0K shares-1.08%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC5.5K shares1.95%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST56.0K shares-4.03%2026-06-302026-07-13

IDEF BLACKROCK ETF TRUST95.8K shares18.42%2026-06-302026-07-13

MUB ISHARES TR27.1K shares-6.04%2026-06-302026-07-13

Sponsored

DVY ISHARES TR18.5K shares-1.06%2026-06-302026-07-13

LLY ELI LILLY & CO2.4K shares-0.83%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC24.3K shares-0.09%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC2.4K shares3.27%2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC26.1K shares-0.65%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR86.5K shares-0.75%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON10.6K shares-12.50%2026-06-302026-07-13

NVBU AIM ETF PRODUCTS TRUST86.7K shares-9.40%2026-06-302026-07-13

Sponsored

CVX CHEVRON CORPORATION16.1K shares-1.82%2026-06-302026-07-13

IAU ISHARES GOLD TR34.8K shares2.24%2026-06-302026-07-13

TLH ISHARES TR26.0K shares-20.78%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP18.9K shares-3.10%2026-06-302026-07-13

RDVY FIRST TR EXCHANGE TRADED FD30.8K shares-13.34%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST30.1K shares0.09%2026-06-302026-07-13

VDC VANGUARD WORLD FD10.8K shares-1.05%2026-06-302026-07-13

BNDX VANGUARD CHARLOTTE FDS48.8K shares5.38%2026-06-302026-07-13

Sponsored

XTEN BONDBLOXX ETF TRUST49.2K shares13.30%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO6.5K shares0.12%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC2.1K shares-0.23%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F34.4K shares14.65%2026-06-302026-07-13

IWB ISHARES TR4.9K shares-8.45%2026-06-302026-07-13

SHOP SHOPIFY INC17.2K shares-4.65%2026-06-302026-07-13

WMT WALMART INC17.3K shares3.23%2026-06-302026-07-13

BINC BLACKROCK ETF TRUST II34.9K shares-41.00%2026-06-302026-07-13

Sponsored

MRK MERCK & CO INC13.7K shares-1.12%2026-06-302026-07-13

SUSL ISHARES TR13.2K shares-2.19%2026-06-302026-07-13

VISA INC VISA INC5.0K shares-1.81%2026-06-302026-07-13

IEV ISHARES TR23.6K shares-3.99%2026-06-302026-07-13

PSLV SPROTT ASSET MANAGEMENT LP90.8K shares0.02%2026-06-302026-07-13

TXN TEXAS INSTRS INC5.7K shares8.57%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC2.3K shares-8.60%2026-06-302026-07-13

WFC WELLS FARGO & CO20.0K shares-4.83%2026-06-302026-07-13

Sponsored

ZNOV INNOVATOR ETFS TRUST59.9K shares0.00%2026-06-302026-07-13

RBLX ROBLOX CORP29.4K shares0.21%2026-06-302026-07-13

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II31.0K sharesnew addition2026-06-302026-07-13

VLO VALERO ENERGY CORP5.9K shares0.10%2026-06-302026-07-13

IGM ISHARES TR9.4K shares0.00%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS5.4K shares-0.72%2026-06-302026-07-13

PJUL INNOVATOR ETFS TRUST30.5K shares-20.01%2026-06-302026-07-13

SLV ISHARES SILVER TR27.0K shares-1.32%2026-06-302026-07-13

Sponsored

PG PROCTER & GAMBLE CO9.7K shares-19.71%2026-06-302026-07-13

MUC BLACKROCK MUNIHLDNGS CALI124.5K shares2.95%2026-06-302026-07-13

VGT VANGUARD WORLD FD11.4K shares655.39%2026-06-302026-07-13

IXN ISHARES TR9.4K shares-0.80%2026-06-302026-07-13

ENSG ENSIGN GROUP INC8.5K shares0.00%2026-06-302026-07-13

PHYS SPROTT ASSET MANAGEMENT LP44.9K shares0.00%2026-06-302026-07-13

NJUL INNOVATOR ETFS TRUST16.7K shares0.00%2026-06-302026-07-13

ALPS ETF TR ALPS ETF TR18.8K shares0.65%2026-06-302026-07-13

Sponsored

ITOT ISHARES TR7.8K shares2.98%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC7.1K shares-9.66%2026-06-302026-07-13

YJUN FIRST TR EXCHNG TRADED FD VI47.5K shares0.00%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares33.31%2026-06-302026-07-13

DIA STATE STR SPDR DOW JONES IND2.4K shares-6.78%2026-06-302026-07-13

SOXX ISHARES TR1.9K shares7.04%2026-06-302026-07-13

SGOV ISHARES TR12.3K shares236.88%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC28.9K shares0.50%2026-06-302026-07-13

Sponsored

VTEB VANGUARD MUN BD FDS23.8K shares16.02%2026-06-302026-07-13

VV VANGUARD INDEX FDS3.5K shares0.00%2026-06-302026-07-13

ABBVIE INC ABBVIE INC4.7K shares1.86%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC2.0K shares9.25%2026-06-302026-07-13

ANET ARISTA NETWORKS INC6.9K shares0.20%2026-06-302026-07-13

DE DEERE & CO1.8K shares-2.57%2026-06-302026-07-13

EFA ISHARES TR10.8K shares-2.16%2026-06-302026-07-13

JULW AIM ETF PRODUCTS TRUST26.9K shares0.00%2026-06-302026-07-13

Sponsored

KO COCA COLA CO13.4K shares1.10%2026-06-302026-07-13

HD HOME DEPOT INC3.1K shares-11.57%2026-06-302026-07-13

ZOCT INNOVATOR ETFS TRUST39.0K shares-8.64%2026-06-302026-07-13

JAJL INNOVATOR ETFS TRUST35.4K shares0.00%2026-06-302026-07-13

TJUL INNOVATOR ETFS TRUST34.9K shares0.00%2026-06-302026-07-13

INTC INTEL CORP7.5K shares27.41%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST14.7K shares304.14%2026-06-302026-07-13

AIG AMERICAN INTL GROUP INC13.6K shares-0.55%2026-06-302026-07-13

Sponsored

IJH ISHARES TR13.1K shares-11.35%2026-06-302026-07-13

VLUE ISHARES TR5.1K shares-1.25%2026-06-302026-07-13

COWZ PACER FDS TR16.1K shares-0.59%2026-06-302026-07-13

LRCX LAM RESEARCH CORP2.3K shares1.59%2026-06-302026-07-13

ZJAN INNOVATOR ETFS TRUST35.4K shares57.42%2026-06-302026-07-13

WABC WESTAMERICA BANCORPORATION16.6K shares-23.71%2026-06-302026-07-13

ORACLE CORP ORACLE CORP6.6K shares2.56%2026-06-302026-07-13

EMGF ISHARES INC13.2K shares5.02%2026-06-302026-07-13

Sponsored

PRK PARK NATL CORP5.3K shares0.00%2026-06-302026-07-13

LMUB ISHARES TR18.3K shares28.72%2026-06-302026-07-13

DAPR FIRST TR EXCHNG TRADED FD VI22.8K sharesnew addition2026-06-302026-07-13

BSCQ INVESCO EXCH TRD SLF IDX FD47.1K shares5.43%2026-06-302026-07-13

ALPS ETF TR ALPS ETF TR17.6K shares10.84%2026-06-302026-07-13

IJR ISHARES TR6.1K shares-1.13%2026-06-302026-07-13

BSCS INVESCO EXCH TRD SLF IDX FD44.2K shares5.97%2026-06-302026-07-13

BSCR INVESCO EXCH TRD SLF IDX FD45.6K shares6.48%2026-06-302026-07-13

Sponsored

VTV VANGUARD INDEX FDS4.1K shares8.25%2026-06-302026-07-13

DECW AIM ETF PRODUCTS TRUST24.9K shares-24.44%2026-06-302026-07-13

XCEM COLUMBIA ETF TR II16.8K shares0.98%2026-06-302026-07-13

TJAN INNOVATOR ETFS TRUST30.6K shares0.00%2026-06-302026-07-13

ZJUL INNOVATOR ETFS TRUST28.6K shares-22.51%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-16.94%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.11.7K shares-0.85%2026-06-302026-07-13

ISHARES TR ISHARES TR8.6K shares2.21%2026-06-302026-07-13

Sponsored

ENB ENBRIDGE INC15.3K shares-0.99%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS10.7K shares57.07%2026-06-302026-07-13

ZAUG INNOVATOR ETFS TRUST29.7K shares0.00%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.0K shares4.62%2026-06-302026-07-13

BSCT INVESCO EXCH TRD SLF IDX FD43.7K shares6.76%2026-06-302026-07-13

IJAN INNOVATOR ETFS TRUST21.3K shares0.00%2026-06-302026-07-13

EEM ISHARES TR11.7K shares-10.17%2026-06-302026-07-13

BSCU INVESCO EXCH TRD SLF IDX FD47.3K shares1.81%2026-06-302026-07-13

Sponsored

OCTU AIM ETF PRODUCTS TRUST25.5K shares0.00%2026-06-302026-07-13

VCV INVESCO CALIF VALUE MUN INCO71.7K shares1.80%2026-06-302026-07-13

MS MORGAN STANLEY3.7K shares-0.62%2026-06-302026-07-13

AMGN AMGEN INC2.1K shares-5.79%2026-06-302026-07-13

BLK BLACKROCK INC788 shares0.51%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares-8.29%2026-06-302026-07-13

F FORD MTR CO54.2K shares0.20%2026-06-302026-07-13

IWF ISHARES TR6.1K shares292.75%2026-06-302026-07-13

Sponsored

ZAPR INNOVATOR ETFS TRUST27.7K shares0.00%2026-06-302026-07-13

LNG CHENIERE ENERGY INC3.1K shares-8.54%2026-06-302026-07-13

VDE VANGUARD WORLD FD4.9K shares-9.09%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP7.9K shares-9.36%2026-06-302026-07-13

LGLV SPDR SERIES TRUST4.0K shares-20.00%2026-06-302026-07-13

EMXC ISHARES INC7.0K shares-4.47%2026-06-302026-07-13

PJUN INNOVATOR ETFS TRUST16.6K shares71.44%2026-06-302026-07-13

QCOM QUALCOMM INC3.9K shares-6.74%2026-06-302026-07-13

Sponsored

VUG VANGUARD INDEX FDS8.3K shares485.12%2026-06-302026-07-13

SCMB SCHWAB STRATEGIC TR27.4K sharesnew addition2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-06-302026-07-13

ZMAY INNOVATOR ETFS TRUST26.9K sharesnew addition2026-06-302026-07-13

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares-6.96%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC2.3K shares0.31%2026-06-302026-07-13

AVDV AMERICAN CENTY ETF TR6.5K shares169.42%2026-06-302026-07-13

AGI ALAMOS GOLD INC22.1K shares0.00%2026-06-302026-07-13

Sponsored

CEV EATON VANCE CALIF MUN INCOM63.5K shares7.44%2026-06-302026-07-13

SYK STRYKER CORPORATION2.1K shares66.64%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW5.2K shares-9.94%2026-06-302026-07-13

TJX TJX COS INC NEW4.3K shares0.42%2026-06-302026-07-13

LCTU BLACKROCK ETF TRUST8.1K shares1.29%2026-06-302026-07-13

AAPR INNOVATOR ETFS TRUST21.9K shares74.71%2026-06-302026-07-13

MAXJ ISHARES TR22.0K shares0.00%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION3.4K shares-0.97%2026-06-302026-07-13

Sponsored

DFAU DIMENSIONAL ETF TRUST12.3K shares0.06%2026-06-302026-07-13

MAYW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-06-302026-07-13

MEDTRONIC PLC MEDTRONIC PLC8.1K shares19.09%2026-06-302026-07-13

XLG INVESCO EXCHANGE TRADED FD T10.3K shares-4.88%2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR11.7K shares-1.44%2026-06-302026-07-13

VOT VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F10.1K shares-35.34%2026-06-302026-07-13

GSK PLC GSK PLC11.7K shares-1.04%2026-06-302026-07-13

Sponsored

NNOV INNOVATOR ETFS TRUST19.4K shares0.00%2026-06-302026-07-13

BDX BECTON DICKINSON & CO4.0K shares1.84%2026-06-302026-07-13

IWM ISHARES TR2.0K shares-12.32%2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS7.7K shares-0.17%2026-06-302026-07-13

ARES CAPITAL CORP ARES CAPITAL CORP32.7K shares124.12%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-14.04%2026-06-302026-07-13

USB US BANCORP10.0K shares-6.03%2026-06-302026-07-13

DFAI DIMENSIONAL ETF TRUST14.5K shares0.26%2026-06-302026-07-13

Sponsored

COF CAPITAL ONE FINL CORP3.0K shares0.91%2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF17.9K shares3.72%2026-06-302026-07-13

GLD SPDR GOLD TR1.6K shares-1.55%2026-06-302026-07-13

AVUV AMERICAN CENTY ETF TR4.7K shares0.00%2026-06-302026-07-13

ZSEP INNOVATOR ETFS TRUST21.0K shares0.00%2026-06-302026-07-13

PMAR INNOVATOR ETFS TRUST12.0K shares13.27%2026-06-302026-07-13

ITA ISHARES TR2.3K shares23.56%2026-06-302026-07-13

IEF ISHARES TR5.9K sharesnew addition2026-06-302026-07-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F9.8K shares-20.68%2026-06-302026-07-13

SYSB ISHARES TR6.2K shares-2.33%2026-06-302026-07-13

WPM WHEATON PRECIOUS METALS CORP4.9K shares-4.52%2026-06-302026-07-13

DIS DISNEY WALT CO5.6K shares1.79%2026-06-302026-07-13

PEP PEPSICO INC4.0K shares-2.72%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC3.0K shares2139.55%2026-06-302026-07-13

TFC TRUIST FINL CORP10.7K shares-1.72%2026-06-302026-07-13

APRW AIM ETF PRODUCTS TRUST14.3K shares0.00%2026-06-302026-07-13

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC696 shares11.72%2026-06-302026-07-13

CRM SALESFORCE INC3.4K shares-1.60%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares76.26%2026-06-302026-07-13

DDFD INNOVATOR ETFS TRUST26.3K shares0.00%2026-06-302026-07-13

USMV ISHARES TR5.4K shares-26.23%2026-06-302026-07-13

LOW LOWES COS INC2.4K shares-4.38%2026-06-302026-07-13

MCD MCDONALDS CORP1.9K shares-5.70%2026-06-302026-07-13

COP CONOCOPHILLIPS5.0K shares-3.64%2026-06-302026-07-13

Sponsored

CMCSA COMCAST CORP NEW21.3K shares-19.14%2026-06-302026-07-13

WASTE MGMT INC DEL WASTE MGMT INC DEL2.3K shares3.36%2026-06-302026-07-13

LYG LLOYDS BANKING GROUP PLC88.7K shares-1.04%2026-06-302026-07-13

RY ROYAL BK CDA2.5K shares0.12%2026-06-302026-07-13

EJAN INNOVATOR ETFS TRUST14.2K shares0.00%2026-06-302026-07-13

RMI RIVERNORTH OPPORTUNISTIC MUN32.5K shares0.00%2026-06-302026-07-13

MO ALTRIA GROUP INC7.0K shares0.56%2026-06-302026-07-13

IWD ISHARES TR2.0K shares-2.53%2026-06-302026-07-13

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR10.8K shares-1.15%2026-06-302026-07-13

APD AIR PRODUCTS AND CHEMICALS I1.7K shares-6.07%2026-06-302026-07-13

T AT&T INC23.1K shares-10.47%2026-06-302026-07-13

IMAR INNOVATOR ETFS TRUST15.7K sharesnew addition2026-06-302026-07-13

AMT AMERICAN TOWER CORP2.9K shares0.45%2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC1.8K shares-1.63%2026-06-302026-07-13

SIZE ISHARES TR2.6K shares0.27%2026-06-302026-07-13

DOC HEALTHPEAK PROPERTIES INC22.0K shares-1.08%2026-06-302026-07-13

Sponsored

PAUG INNOVATOR ETFS TRUST10.3K shares0.00%2026-06-302026-07-13

C CITIGROUP INC3.3K shares0.60%2026-06-302026-07-13

BAC BANK OF AMER CORP8.2K shares0.10%2026-06-302026-07-13

STIP ISHARES TR4.6K sharesnew addition2026-06-302026-07-13

PFE PFIZER INC19.1K shares-8.32%2026-06-302026-07-13

OMC OMNICOM GROUP INC6.2K shares-5.80%2026-06-302026-07-13

ORLY OREILLY AUTOMOTIVE INC4.9K shares-1.81%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K shares-0.46%2026-06-302026-07-13

Sponsored

DELL DELL TECHNOLOGIES INC1.0K shares-18.87%2026-06-302026-07-13

XAR SPDR SERIES TRUST1.6K sharesnew addition2026-06-302026-07-13

XLE SELECT SECTOR SPDR TR8.4K shares-0.07%2026-06-302026-07-13

VT VANGUARD INTL EQUITY INDEX F2.8K shares-3.26%2026-06-302026-07-13

MDY STATE STR SPDR S&P MIDCAP 40626 shares0.00%2026-06-302026-07-13

HDV ISHARES TR16.1K shares397.64%2026-06-302026-07-13

VBR VANGUARD INDEX FDS1.8K shares-2.17%2026-06-302026-07-13

FTC FIRST TR EXCHANGE-TRADED ALP2.3K shares0.04%2026-06-302026-07-13

Sponsored

SYY SYSCO CORP5.2K shares-1.96%2026-06-302026-07-13

HIMU BLACKROCK ETF TRUST II8.6K shares73.12%2026-06-302026-07-13

JMOM J P MORGAN EXCHANGE TRADED F5.0K shares-18.87%2026-06-302026-07-13

GNMA ISHARES TR9.4K shares14.03%2026-06-302026-07-13

DSI ISHARES TR2.9K shares0.00%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR2.2K shares-0.18%2026-06-302026-07-13

XLI SELECT SECTOR SPDR TR2.2K shares-18.40%2026-06-302026-07-13

GEV GE VERNOVA INC340 shares0.29%2026-06-302026-07-13

Sponsored

AEM AGNICO EAGLE MINES LTD2.6K shares-0.12%2026-06-302026-07-13

MARW AIM ETF PRODUCTS TRUST11.1K shares0.00%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP1.3K shares-5.93%2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL413 sharesnew addition2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.3K sharesnew addition2026-06-302026-07-13

ASTRAZENECA PLC ASTRAZENECA PLC2.1K shares-0.67%2026-06-302026-07-13

GE GE AEROSPACE1.1K shares1.74%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP767 shares-9.76%2026-06-302026-07-13

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC6.2K shares-0.69%2026-06-302026-07-13

ESGE ISHARES INC7.1K shares-12.23%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS4.0K shares5.58%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS5.2K shares-7.58%2026-06-302026-07-13

ETR ENTERGY CORP NEW3.3K shares-16.36%2026-06-302026-07-13

SFLR INNOVATOR ETFS TRUST9.9K shares0.00%2026-06-302026-07-13

AVUS AMERICAN CENTY ETF TR2.9K shares0.00%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO4.1K shares-3.04%2026-06-302026-07-13

Sponsored

IFRA ISHARES TR6.0K shares-23.53%2026-06-302026-07-13

PJAN INNOVATOR ETFS TRUST7.5K shares0.00%2026-06-302026-07-13

DECU AIM ETF PRODUCTS TRUST12.6K shares0.00%2026-06-302026-07-13

VBK VANGUARD INDEX FDS1.0K shares-3.38%2026-06-302026-07-13

USXF ISHARES TR5.3K shares4.39%2026-06-302026-07-13

WEC WEC ENERGY GROUP INC3.1K shares-0.76%2026-06-302026-07-13

NUE NUCOR CORP1.6K shares0.12%2026-06-302026-07-13

GLW CORNING INC1.4K shares-7.04%2026-06-302026-07-13

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF7.8K shares0.00%2026-06-302026-07-13

ZFEB INNOVATOR ETFS TRUST13.6K shares0.00%2026-06-302026-07-13

FEZ SPDR INDEX SHS FDS5.1K shares-0.35%2026-06-302026-07-13

LAMR LAMAR ADVERTISING CO2.2K shares-48.49%2026-06-302026-07-13

SDY SPDR SERIES TRUST2.3K shares-0.91%2026-06-302026-07-13

SHEL SHELL PLC4.5K shares2.17%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR3.9K shares0.00%2026-06-302026-07-13

ISHARES TR ISHARES TR12.5K shares0.00%2026-06-302026-07-13

Sponsored

GPIX GOLDMAN SACHS ETF TR6.2K sharesnew addition2026-06-302026-07-13

AJUL INNOVATOR ETFS TRUST11.4K shares0.00%2026-06-302026-07-13

FIS FIDELITY NATL INFORMATION SV8.6K shares-4.49%2026-06-302026-07-13

EBAY EBAY INC.3.0K shares0.54%2026-06-302026-07-13

VNOM VIPER ENERGY INC7.8K shares0.45%2026-06-302026-07-13

IBDT ISHARES TR13.2K shares0.00%2026-06-302026-07-13

PDEC INNOVATOR ETFS TRUST7.2K shares0.00%2026-06-302026-07-13

MPC MARATHON PETE CORP1.3K shares1.01%2026-06-302026-07-13

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.6K shares-7.23%2026-06-302026-07-13

BK BANK OF NY MELLON CORP2.3K shares-6.77%2026-06-302026-07-13

SBRA SABRA HEALTH CARE REIT INC16.7K shares-5.16%2026-06-302026-07-13

IAPR INNOVATOR ETFS TRUST9.7K sharesnew addition2026-06-302026-07-13

ADI ANALOG DEVICES INC813 shares-7.93%2026-06-302026-07-13

CRWV COREWEAVE INC3.2K sharesnew addition2026-06-302026-07-13

XLP SELECT SECTOR SPDR TR3.8K shares-4.34%2026-06-302026-07-13

HII HUNTINGTON INGALLS INDS INC1.1K shares-1.21%2026-06-302026-07-13

Sponsored

OTIS OTIS WORLDWIDE CORP4.4K sharesnew addition2026-06-302026-07-13

FXL FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2026-06-302026-07-13

STRV EA SERIES TRUST6.5K shares0.25%2026-06-302026-07-13

ARTY ISHARES TR4.1K sharesnew addition2026-06-302026-07-13

XLY SELECT SECTOR SPDR TR2.7K shares-8.33%2026-06-302026-07-13

GPC GENUINE PARTS CO2.6K shares-2.47%2026-06-302026-07-13

KKR KKR & CO INC3.4K shares-7.49%2026-06-302026-07-13

ADP AUTOMATIC DATA PROCESSING IN1.4K shares1.98%2026-06-302026-07-13

Sponsored

IWP ISHARES TR2.1K shares0.14%2026-06-302026-07-13

MLM MARTIN MARIETTA MATLS INC536 shares-0.19%2026-06-302026-07-13

HFSI HARTFORD FDS EXCHANGE TRADED8.8K shares1.40%2026-06-302026-07-13

VGK VANGUARD INTL EQUITY INDEX F3.5K shares2.83%2026-06-302026-07-13

NVS NOVARTIS AG1.9K shares-7.19%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC894 sharesnew addition2026-06-302026-07-13

LII LENNOX INTL INC530 shares0.19%2026-06-302026-07-13

EIX EDISON INTL4.1K shares-1.21%2026-06-302026-07-13

Sponsored

MART AIM ETF PRODUCTS TRUST7.2K shares0.00%2026-06-302026-07-13

PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-06-302026-07-13

SRE SEMPRA3.2K shares-5.71%2026-06-302026-07-13

PAPR INNOVATOR ETFS TRUST7.1K shares0.00%2026-06-302026-07-13

CVS CVS HEALTH CORP2.9K shares0.28%2026-06-302026-07-13

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-06-302026-07-13

RBA RB GLOBAL INC2.6K shares-0.20%2026-06-302026-07-13

EMB ISHARES TR3.1K shares-6.03%2026-06-302026-07-13

Sponsored

IQV IQVIA HLDGS INC1.5K shares-13.56%2026-06-302026-07-13

QCJA FIRST TR EXCHNG TRADED FD VI12.4K shares0.00%2026-06-302026-07-13

USFR WISDOMTREE TR5.7K shares-49.26%2026-06-302026-07-13

KMI KINDER MORGAN INC DEL9.0K shares0.20%2026-06-302026-07-13

MCK MCKESSON CORP381 shares-17.53%2026-06-302026-07-13

KLAC KLA CORP944 sharesnew addition2026-06-302026-07-13

ISHARES TR ISHARES TR2.9K shares-3.25%2026-06-302026-07-13

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-07-13

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR9.6K shares-5.32%2026-06-302026-07-13

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares66.64%2026-06-302026-07-13

BSM BLACK STONE MINERALS L P19.7K shares0.00%2026-06-302026-07-13

AFL AFLAC INC2.3K shares-15.99%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR9.8K shares-1.14%2026-06-302026-07-13

BA BOEING CO1.2K shares3.48%2026-06-302026-07-13

IJUL INNOVATOR ETFS TRUST7.3K shares0.00%2026-06-302026-07-13

Sponsored

GD GENERAL DYNAMICS CORP743 shares-10.37%2026-06-302026-07-13

ASML ASML HLDG NV130 sharesnew addition2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS5.1K shares-68.29%2026-06-302026-07-13

BMAR INNOVATOR ETFS TRUST4.5K shares0.00%2026-06-302026-07-13

POCT INNOVATOR ETFS TRUST5.5K shares0.00%2026-06-302026-07-13

QQQM INVESCO EXCH TRADED FD TR II838 shares-21.83%2026-06-302026-07-13

QMMY FIRST TR EXCHNG TRADED FD VI9.5K sharesnew addition2026-06-302026-07-13

DBEU DBX ETF TR4.7K shares2.47%2026-06-302026-07-13

Sponsored

DOMINOS PIZZA INC DOMINOS PIZZA INC842 sharesnew addition2026-06-302026-07-13

LSCC LATTICE SEMICONDUCTOR CORP1.6K sharesnew addition2026-06-302026-07-13

AOCT INNOVATOR ETFS TRUST9.1K shares0.00%2026-06-302026-07-13

FNV FRANCO NEV CORP1.2K shares-4.67%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR8.4K shares0.05%2026-06-302026-07-13

BSMT INVESCO EXCH TRD SLF IDX FD10.6K shares1.71%2026-06-302026-07-13

OKTA OKTA INC1.8K sharesnew addition2026-06-302026-07-13

AON AON PLC728 shares-8.20%2026-06-302026-07-13

Sponsored

SEPU AIM ETF PRODUCTS TRUST7.7K shares0.00%2026-06-302026-07-13

CSX CSX CORP5.0K shares-1.35%2026-06-302026-07-13

SCHE SCHWAB STRATEGIC TR6.6K shares-0.38%2026-06-302026-07-13

ETN EATON CORP PLC562 shares-3.44%2026-06-302026-07-13

BX BLACKSTONE INC2.0K shares-2.82%2026-06-302026-07-13

ES EVERSOURCE ENERGY3.3K shares-1.66%2026-06-302026-07-13

UNP UNION PAC CORP859 shares-2.28%2026-06-302026-07-13

QQQX NUVEEN NASDAQ 100 DYNAMIC OV7.7K shares1.33%2026-06-302026-07-13

Sponsored

O REALTY INCOME CORP3.7K sharesnew addition2026-06-302026-07-13

IBDR ISHARES TR9.4K shares0.00%2026-06-302026-07-13

XLV SELECT SECTOR SPDR TR1.4K shares-5.74%2026-06-302026-07-13

PFEB INNOVATOR ETFS TRUST5.2K shares0.00%2026-06-302026-07-13

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.25%2026-06-302026-07-13

AJG GALLAGHER ARTHUR J & CO970 sharesnew addition2026-06-302026-07-13

PSX PHILLIPS 661.3K shares3.79%2026-06-302026-07-13

FCAL FIRST TR EXCH TRADED FD III4.5K shares0.88%2026-06-302026-07-13

Sponsored

SCHG SCHWAB STRATEGIC TR6.5K sharesnew addition2026-06-302026-07-13

FLNG FLEX LNG LTD7.8K shares0.00%2026-06-302026-07-13

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares0.37%2026-06-302026-07-13

BIL SPDR SERIES TRUST2.4K sharesnew addition2026-06-302026-07-13

AUGW AIM ETF PRODUCTS TRUST6.4K shares0.00%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L5.9K shares0.02%2026-06-302026-07-13

IBDS ISHARES TR8.9K shares0.00%2026-06-302026-07-13

KNOV INNOVATOR ETFS TRUST6.7K sharesnew addition2026-06-302026-07-13

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC6.2K shares-13.67%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T967 sharesnew addition2026-06-302026-07-13

DIVO AMPLIFY ETF TR4.5K sharesnew addition2026-06-302026-07-13

VHT VANGUARD WORLD FD684 sharesnew addition2026-06-302026-07-13

LHX L3HARRIS TECHNOLOGIES INC703 shares-3.43%2026-06-302026-07-13

SNDK SANDISK CORP89 sharesnew addition2026-06-302026-07-13

EVUS ISHARES TR5.8K sharesnew addition2026-06-302026-07-13

KJUN INNOVATOR ETFS TRUST6.8K sharesnew addition2026-06-302026-07-13

Sponsored

BCRX BIOCRYST PHARMACEUTICALS INC20.0K shares0.00%2026-06-302026-07-13

AG FIRST MAJESTIC SILVER CORP10.0K shares-4.75%2026-06-302026-07-13

CLF CLEVELAND-CLIFFS INC NEW15.5K shares0.00%2026-06-302026-07-13

KEEL INFRASTRUCTURE CORP KEEL INFRASTRUCTURE CORP24.0K sharesnew addition2026-06-302026-07-13

SVM SILVERCORP METALS INC13.4K shares-4.99%2026-06-302026-07-13

FSM FORTUNA MNG CORP13.8K shares-5.00%2026-06-302026-07-13

IBRX IMMUNITYBIO INC11.0K shares0.00%2026-06-302026-07-13

NB NIOCORP DEVS LTD15.6K shares3.31%2026-06-302026-07-13

Sponsored

TMQ TRILOGY METALS INC NEW21.1K shares0.00%2026-06-302026-07-13

NG NOVAGOLD RESOURCES INC10.2K shares0.00%2026-06-302026-07-13

AREC AMERICAN RES CORP13.5K shares0.00%2026-06-302026-07-13

PLUG PLUG PWR INC10.6K shares0.00%2026-06-302026-07-13

IAUX I-80 GOLD CORP17.2K shares0.00%2026-06-302026-07-13

URG UR-ENERGY INC10.3K shares0.00%2026-06-302026-07-13

SPDR SERIES TRUST

49.72%

Shares535.6K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-1.20%

Shares162.6K

Event2026-06-30

Filed2026-07-13

ISHARES TR

30.74%

Shares60.0K

Event2026-06-30

Filed2026-07-13

DYNF

BLACKROCK ETF TRUST

5.12%

Shares430.6K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

2.60%

Shares147.8K

Event2026-06-30

Filed2026-07-13

CORO

BLACKROCK ETF TRUST

33.93%

Shares510.1K

Event2026-06-30

Filed2026-07-13

SCHZ

SCHWAB STRATEGIC TR

11.92%

Shares659.2K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

-17.13%

Shares66.6K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

4.06%

Shares17.6K

Event2026-06-30

Filed2026-07-13

BAI

BLACKROCK ETF TRUST

-16.49%

Shares223.1K

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

46.65%

Shares85.2K

Event2026-06-30

Filed2026-07-13

MGK

VANGUARD WORLD FD

388.89%

Shares117.7K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

0.07%

Shares14.8K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-5.02%

Shares27.6K

Event2026-06-30

Filed2026-07-13

IUSB

ISHARES TR

27.43%

Shares212.5K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

0.05%

Shares49.0K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

-0.44%

Shares25.6K

Event2026-06-30

Filed2026-07-13

ESGU

ISHARES TR

-0.56%

Shares56.0K

Event2026-06-30

Filed2026-07-13

QUAL

ISHARES TR

-50.79%

Shares38.8K

Event2026-06-30

Filed2026-07-13

BLCR

BLACKROCK ETF TRUST

6.83%

Shares168.0K

Event2026-06-30

Filed2026-07-13

OEF

ISHARES TR

7.40%

Shares23.1K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-2.28%

Shares34.4K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

13.51%

Shares114.1K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

2.46%

Shares10.6K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-0.36%

Shares21.8K

Event2026-06-30

Filed2026-07-13

THRO

BLACKROCK ETF TRUST

-28.58%

Shares174.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

296.72%

Shares89.7K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

-0.98%

Shares44.8K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

-25.41%

Shares82.5K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

2.51%

Shares16.0K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-56.20%

Shares87.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.19%

Shares21.8K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-1.41%

Shares18.1K

Event2026-06-30

Filed2026-07-13

SPMO

INVESCO EXCH TRADED FD TR II

-22.35%

Shares36.0K

Event2026-06-30

Filed2026-07-13

MBB

ISHARES TR

8.04%

Shares61.4K

Event2026-06-30

Filed2026-07-13

GOVT

ISHARES TR

7.36%

Shares243.7K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.87%

Shares11.0K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-0.81%

Shares5.7K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

-26.02%

Shares101.3K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

-4.26%

Shares21.5K

Event2026-06-30

Filed2026-07-13

BLOOM ENERGY CORP

5.33%

Shares16.5K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

1.52%

Shares13.0K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

1.68%

Shares56.2K

Event2026-06-30

Filed2026-07-13

IYW

ISHARES TR

-0.27%

Shares18.4K

Event2026-06-30

Filed2026-07-13

BLACKROCK ETF TRUST

New

Shares158.7K

Event2026-06-30

Filed2026-07-13

MTUM

ISHARES TR

-18.06%

Shares12.5K

Event2026-06-30

Filed2026-07-13

PFF

ISHARES TR

-0.62%

Shares140.4K

Event2026-06-30

Filed2026-07-13

SHLD

GLOBAL X FDS

20.64%

Shares70.8K

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

-0.08%

Shares9.8K

Event2026-06-30

Filed2026-07-13

IVLU

ISHARES TR

-3.89%

Shares85.6K

Event2026-06-30

Filed2026-07-13

HYG

ISHARES TR

0.58%

Shares44.8K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

-1.08%

Shares3.0K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

1.95%

Shares5.5K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

-4.03%

Shares56.0K

Event2026-06-30

Filed2026-07-13

IDEF

BLACKROCK ETF TRUST

18.42%

Shares95.8K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

-6.04%

Shares27.1K

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

-1.06%

Shares18.5K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

-0.83%

Shares2.4K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-0.09%

Shares24.3K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

3.27%

Shares2.4K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

-0.65%

Shares26.1K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

-0.75%

Shares86.5K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-12.50%

Shares10.6K

Event2026-06-30

Filed2026-07-13

NVBU

AIM ETF PRODUCTS TRUST

-9.40%

Shares86.7K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

-1.82%

Shares16.1K

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

2.24%

Shares34.8K

Event2026-06-30

Filed2026-07-13

TLH

ISHARES TR

-20.78%

Shares26.0K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-3.10%

Shares18.9K

Event2026-06-30

Filed2026-07-13

RDVY

FIRST TR EXCHANGE TRADED FD

-13.34%

Shares30.8K

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

0.09%

Shares30.1K

Event2026-06-30

Filed2026-07-13

VDC

VANGUARD WORLD FD

-1.05%

Shares10.8K

Event2026-06-30

Filed2026-07-13

BNDX

VANGUARD CHARLOTTE FDS

5.38%

Shares48.8K

Event2026-06-30

Filed2026-07-13

XTEN

BONDBLOXX ETF TRUST

13.30%

Shares49.2K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

0.12%

Shares6.5K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

-0.23%

Shares2.1K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

14.65%

Shares34.4K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

-8.45%

Shares4.9K

Event2026-06-30

Filed2026-07-13

SHOP

SHOPIFY INC

-4.65%

Shares17.2K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

3.23%

Shares17.3K

Event2026-06-30

Filed2026-07-13

BINC

BLACKROCK ETF TRUST II

-41.00%

Shares34.9K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-1.12%

Shares13.7K

Event2026-06-30

Filed2026-07-13

SUSL

ISHARES TR

-2.19%

Shares13.2K

Event2026-06-30

Filed2026-07-13

VISA INC

-1.81%

Shares5.0K

Event2026-06-30

Filed2026-07-13

IEV

ISHARES TR

-3.99%

Shares23.6K

Event2026-06-30

Filed2026-07-13

PSLV

SPROTT ASSET MANAGEMENT LP

0.02%

Shares90.8K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

8.57%

Shares5.7K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

-8.60%

Shares2.3K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

-4.83%

Shares20.0K

Event2026-06-30

Filed2026-07-13

ZNOV

INNOVATOR ETFS TRUST

0.00%

Shares59.9K

Event2026-06-30

Filed2026-07-13

RBLX

ROBLOX CORP

0.21%

Shares29.4K

Event2026-06-30

Filed2026-07-13

BLACKROCK ETF TRUST II

New

Shares31.0K

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

0.10%

Shares5.9K

Event2026-06-30

Filed2026-07-13

IGM

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

-0.72%

Shares5.4K

Event2026-06-30

Filed2026-07-13

PJUL

INNOVATOR ETFS TRUST

-20.01%

Shares30.5K

Event2026-06-30

Filed2026-07-13

SLV

ISHARES SILVER TR

-1.32%

Shares27.0K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-19.71%

Shares9.7K

Event2026-06-30

Filed2026-07-13

MUC

BLACKROCK MUNIHLDNGS CALI

2.95%

Shares124.5K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

655.39%

Shares11.4K

Event2026-06-30

Filed2026-07-13

IXN

ISHARES TR

-0.80%

Shares9.4K

Event2026-06-30

Filed2026-07-13

ENSG

ENSIGN GROUP INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares44.9K

Event2026-06-30

Filed2026-07-13

NJUL

INNOVATOR ETFS TRUST

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-13

ALPS ETF TR

0.65%

Shares18.8K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

2.98%

Shares7.8K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

-9.66%

Shares7.1K

Event2026-06-30

Filed2026-07-13

YJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares47.5K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

33.31%

Shares3.4K

Event2026-06-30

Filed2026-07-13

DIA

STATE STR SPDR DOW JONES IND

-6.78%

Shares2.4K

Event2026-06-30

Filed2026-07-13

SOXX

ISHARES TR

7.04%

Shares1.9K

Event2026-06-30

Filed2026-07-13

SGOV

ISHARES TR

236.88%

Shares12.3K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

0.50%

Shares28.9K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

16.02%

Shares23.8K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

1.86%

Shares4.7K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

9.25%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

0.20%

Shares6.9K

Event2026-06-30

Filed2026-07-13

DEERE & CO

-2.57%

Shares1.8K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-2.16%

Shares10.8K

Event2026-06-30

Filed2026-07-13

JULW

AIM ETF PRODUCTS TRUST

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

1.10%

Shares13.4K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-11.57%

Shares3.1K

Event2026-06-30

Filed2026-07-13

ZOCT

INNOVATOR ETFS TRUST

-8.64%

Shares39.0K

Event2026-06-30

Filed2026-07-13

JAJL

INNOVATOR ETFS TRUST

0.00%

Shares35.4K

Event2026-06-30

Filed2026-07-13

TJUL

INNOVATOR ETFS TRUST

0.00%

Shares34.9K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

27.41%

Shares7.5K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

304.14%

Shares14.7K

Event2026-06-30

Filed2026-07-13

AIG

AMERICAN INTL GROUP INC

-0.55%

Shares13.6K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

-11.35%

Shares13.1K

Event2026-06-30

Filed2026-07-13

VLUE

ISHARES TR

-1.25%

Shares5.1K

Event2026-06-30

Filed2026-07-13

COWZ

PACER FDS TR

-0.59%

Shares16.1K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

1.59%

Shares2.3K

Event2026-06-30

Filed2026-07-13

ZJAN

INNOVATOR ETFS TRUST

57.42%

Shares35.4K

Event2026-06-30

Filed2026-07-13

WABC

WESTAMERICA BANCORPORATION

-23.71%

Shares16.6K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

2.56%

Shares6.6K

Event2026-06-30

Filed2026-07-13

EMGF

ISHARES INC

5.02%

Shares13.2K

Event2026-06-30

Filed2026-07-13

PRK

PARK NATL CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-13

LMUB

ISHARES TR

28.72%

Shares18.3K

Event2026-06-30

Filed2026-07-13

DAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares22.8K

Event2026-06-30

Filed2026-07-13

BSCQ

INVESCO EXCH TRD SLF IDX FD

5.43%

Shares47.1K

Event2026-06-30

Filed2026-07-13

ALPS ETF TR

10.84%

Shares17.6K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-1.13%

Shares6.1K

Event2026-06-30

Filed2026-07-13

BSCS

INVESCO EXCH TRD SLF IDX FD

5.97%

Shares44.2K

Event2026-06-30

Filed2026-07-13

BSCR

INVESCO EXCH TRD SLF IDX FD

6.48%

Shares45.6K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

8.25%

Shares4.1K

Event2026-06-30

Filed2026-07-13

DECW

AIM ETF PRODUCTS TRUST

-24.44%

Shares24.9K

Event2026-06-30

Filed2026-07-13

XCEM

COLUMBIA ETF TR II

0.98%

Shares16.8K

Event2026-06-30

Filed2026-07-13

TJAN

INNOVATOR ETFS TRUST

0.00%

Shares30.6K

Event2026-06-30

Filed2026-07-13

ZJUL

INNOVATOR ETFS TRUST

-22.51%

Shares28.6K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-16.94%

Shares1.8K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

-0.85%

Shares11.7K

Event2026-06-30

Filed2026-07-13

ISHARES TR

2.21%

Shares8.6K

Event2026-06-30

Filed2026-07-13

ENB

ENBRIDGE INC

-0.99%

Shares15.3K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

57.07%

Shares10.7K

Event2026-06-30

Filed2026-07-13

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

4.62%

Shares7.0K

Event2026-06-30

Filed2026-07-13

BSCT

INVESCO EXCH TRD SLF IDX FD

6.76%

Shares43.7K

Event2026-06-30

Filed2026-07-13

IJAN

INNOVATOR ETFS TRUST

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

-10.17%

Shares11.7K

Event2026-06-30

Filed2026-07-13

BSCU

INVESCO EXCH TRD SLF IDX FD

1.81%

Shares47.3K

Event2026-06-30

Filed2026-07-13

OCTU

AIM ETF PRODUCTS TRUST

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-13

VCV

INVESCO CALIF VALUE MUN INCO

1.80%

Shares71.7K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

-0.62%

Shares3.7K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

-5.79%

Shares2.1K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

0.51%

Shares788

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

-8.29%

Shares1.5K

Event2026-06-30

Filed2026-07-13

FORD MTR CO

0.20%

Shares54.2K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

292.75%

Shares6.1K

Event2026-06-30

Filed2026-07-13

ZAPR

INNOVATOR ETFS TRUST

0.00%

Shares27.7K

Event2026-06-30

Filed2026-07-13

LNG

CHENIERE ENERGY INC

-8.54%

Shares3.1K

Event2026-06-30

Filed2026-07-13

VDE

VANGUARD WORLD FD

-9.09%

Shares4.9K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-9.36%

Shares7.9K

Event2026-06-30

Filed2026-07-13

LGLV

SPDR SERIES TRUST

-20.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

-4.47%

Shares7.0K

Event2026-06-30

Filed2026-07-13

PJUN

INNOVATOR ETFS TRUST

71.44%

Shares16.6K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

-6.74%

Shares3.9K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

485.12%

Shares8.3K

Event2026-06-30

Filed2026-07-13

SCMB

SCHWAB STRATEGIC TR

New

Shares27.4K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

New

Shares8.6K

Event2026-06-30

Filed2026-07-13

ZMAY

INNOVATOR ETFS TRUST

New

Shares26.9K

Event2026-06-30

Filed2026-07-13

ELV

ELEVANCE HEALTH INC FORMERLY

-6.96%

Shares1.8K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

0.31%

Shares2.3K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

169.42%

Shares6.5K

Event2026-06-30

Filed2026-07-13

AGI

ALAMOS GOLD INC

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-13

CEV

EATON VANCE CALIF MUN INCOM

7.44%

Shares63.5K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

66.64%

Shares2.1K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

-9.94%

Shares5.2K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

0.42%

Shares4.3K

Event2026-06-30

Filed2026-07-13

LCTU

BLACKROCK ETF TRUST

1.29%

Shares8.1K

Event2026-06-30

Filed2026-07-13

AAPR

INNOVATOR ETFS TRUST

74.71%

Shares21.9K

Event2026-06-30

Filed2026-07-13

MAXJ

ISHARES TR

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

-0.97%

Shares3.4K

Event2026-06-30

Filed2026-07-13

DFAU

DIMENSIONAL ETF TRUST

0.06%

Shares12.3K

Event2026-06-30

Filed2026-07-13

MAYW

AIM ETF PRODUCTS TRUST

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

19.09%

Shares8.1K

Event2026-06-30

Filed2026-07-13

XLG

INVESCO EXCHANGE TRADED FD T

-4.88%

Shares10.3K

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

-1.44%

Shares11.7K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

J P MORGAN EXCHANGE TRADED F

-35.34%

Shares10.1K

Event2026-06-30

Filed2026-07-13

GSK PLC

-1.04%

Shares11.7K

Event2026-06-30

Filed2026-07-13

NNOV

INNOVATOR ETFS TRUST

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO

1.84%

Shares4.0K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-12.32%

Shares2.0K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

-0.17%

Shares7.7K

Event2026-06-30

Filed2026-07-13

ARES CAPITAL CORP

124.12%

Shares32.7K

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

-14.04%

Shares1.2K

Event2026-06-30

Filed2026-07-13

USB

US BANCORP

-6.03%

Shares10.0K

Event2026-06-30

Filed2026-07-13

DFAI

DIMENSIONAL ETF TRUST

0.26%

Shares14.5K

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

0.91%

Shares3.0K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

3.72%

Shares17.9K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

-1.55%

Shares1.6K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-13

PMAR

INNOVATOR ETFS TRUST

13.27%

Shares12.0K

Event2026-06-30

Filed2026-07-13

ITA

ISHARES TR

23.56%

Shares2.3K

Event2026-06-30

Filed2026-07-13

IEF

ISHARES TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

-20.68%

Shares9.8K

Event2026-06-30

Filed2026-07-13

SYSB

ISHARES TR

-2.33%

Shares6.2K

Event2026-06-30

Filed2026-07-13

WPM

WHEATON PRECIOUS METALS CORP

-4.52%

Shares4.9K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

1.79%

Shares5.6K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-2.72%

Shares4.0K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

2139.55%

Shares3.0K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

-1.72%

Shares10.7K

Event2026-06-30

Filed2026-07-13

APRW

AIM ETF PRODUCTS TRUST

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

11.72%

Shares696

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

-1.60%

Shares3.4K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

76.26%

Shares4.2K

Event2026-06-30

Filed2026-07-13

DDFD

INNOVATOR ETFS TRUST

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-13

USMV

ISHARES TR

-26.23%

Shares5.4K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

-4.38%

Shares2.4K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-5.70%

Shares1.9K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

-3.64%

Shares5.0K

Event2026-06-30

Filed2026-07-13

CMCSA

COMCAST CORP NEW

-19.14%

Shares21.3K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

3.36%

Shares2.3K

Event2026-06-30

Filed2026-07-13

LYG

LLOYDS BANKING GROUP PLC

-1.04%

Shares88.7K

Event2026-06-30

Filed2026-07-13

ROYAL BK CDA

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-13

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-13

RMI

RIVERNORTH OPPORTUNISTIC MUN

0.00%

Shares32.5K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

0.56%

Shares7.0K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

-2.53%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SELECT SECTOR SPDR TR

-1.15%

Shares10.8K

Event2026-06-30

Filed2026-07-13

APD

AIR PRODUCTS AND CHEMICALS I

-6.07%

Shares1.7K

Event2026-06-30

Filed2026-07-13

AT&T INC

-10.47%

Shares23.1K

Event2026-06-30

Filed2026-07-13

IMAR

INNOVATOR ETFS TRUST

New

Shares15.7K

Event2026-06-30

Filed2026-07-13

AMT

AMERICAN TOWER CORP

0.45%

Shares2.9K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

-1.63%

Shares1.8K

Event2026-06-30

Filed2026-07-13

SIZE

ISHARES TR

0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DOC

HEALTHPEAK PROPERTIES INC

-1.08%

Shares22.0K

Event2026-06-30

Filed2026-07-13

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

0.60%

Shares3.3K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.10%

Shares8.2K

Event2026-06-30

Filed2026-07-13

STIP

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

-8.32%

Shares19.1K

Event2026-06-30

Filed2026-07-13

OMC

OMNICOM GROUP INC

-5.80%

Shares6.2K

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

-1.81%

Shares4.9K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

-0.46%

Shares1.1K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

-18.87%

Shares1.0K

Event2026-06-30

Filed2026-07-13

XAR

SPDR SERIES TRUST

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

XLE

SELECT SECTOR SPDR TR

-0.07%

Shares8.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

-3.26%

Shares2.8K

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares626

Event2026-06-30

Filed2026-07-13

HDV

ISHARES TR

397.64%

Shares16.1K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-2.17%

Shares1.8K

Event2026-06-30

Filed2026-07-13

FTC

FIRST TR EXCHANGE-TRADED ALP

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

-1.96%

Shares5.2K

Event2026-06-30

Filed2026-07-13

HIMU

BLACKROCK ETF TRUST II

73.12%

Shares8.6K

Event2026-06-30

Filed2026-07-13

JMOM

J P MORGAN EXCHANGE TRADED F

-18.87%

Shares5.0K

Event2026-06-30

Filed2026-07-13

GNMA

ISHARES TR

14.03%

Shares9.4K

Event2026-06-30

Filed2026-07-13

DSI

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

-0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-13

XLI

SELECT SECTOR SPDR TR

-18.40%

Shares2.2K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

0.29%

Shares340

Event2026-06-30

Filed2026-07-13

AEM

AGNICO EAGLE MINES LTD

-0.12%

Shares2.6K

Event2026-06-30

Filed2026-07-13

MARW

AIM ETF PRODUCTS TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

-5.93%

Shares1.3K

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares413

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-13

ASTRAZENECA PLC

-0.67%

Shares2.1K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

1.74%

Shares1.1K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

-9.76%

Shares767

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

-0.69%

Shares6.2K

Event2026-06-30

Filed2026-07-13

ESGE

ISHARES INC

-12.23%

Shares7.1K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

5.58%

Shares4.0K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

-7.58%

Shares5.2K

Event2026-06-30

Filed2026-07-13

ETR

ENTERGY CORP NEW

-16.36%

Shares3.3K

Event2026-06-30

Filed2026-07-13

SFLR

INNOVATOR ETFS TRUST

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

-3.04%

Shares4.1K

Event2026-06-30

Filed2026-07-13

IFRA

ISHARES TR

-23.53%

Shares6.0K

Event2026-06-30

Filed2026-07-13

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-13

DECU

AIM ETF PRODUCTS TRUST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

-3.38%

Shares1.0K

Event2026-06-30

Filed2026-07-13

USXF

ISHARES TR

4.39%

Shares5.3K

Event2026-06-30

Filed2026-07-13

WEC

WEC ENERGY GROUP INC

-0.76%

Shares3.1K

Event2026-06-30

Filed2026-07-13

NUE

NUCOR CORP

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

-7.04%

Shares1.4K

Event2026-06-30

Filed2026-07-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-13

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-13

FEZ

SPDR INDEX SHS FDS

-0.35%

Shares5.1K

Event2026-06-30

Filed2026-07-13

LAMR

LAMAR ADVERTISING CO

-48.49%

Shares2.2K

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

-0.91%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SHEL

SHELL PLC

2.17%

Shares4.5K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-13

ISHARES TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-13

GPIX

GOLDMAN SACHS ETF TR

New

Shares6.2K

Event2026-06-30

Filed2026-07-13

AJUL

INNOVATOR ETFS TRUST

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-13

FIS

FIDELITY NATL INFORMATION SV

-4.49%

Shares8.6K

Event2026-06-30

Filed2026-07-13

EBAY

EBAY INC.

0.54%

Shares3.0K

Event2026-06-30

Filed2026-07-13

VNOM

VIPER ENERGY INC

0.45%

Shares7.8K

Event2026-06-30

Filed2026-07-13

IBDT

ISHARES TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-13

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

1.01%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MICROCHIP TECHNOLOGY INC.

-7.23%

Shares3.6K

Event2026-06-30

Filed2026-07-13

BANK OF NY MELLON CORP

-6.77%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SBRA

SABRA HEALTH CARE REIT INC

-5.16%

Shares16.7K

Event2026-06-30

Filed2026-07-13

IAPR

INNOVATOR ETFS TRUST

New

Shares9.7K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

-7.93%

Shares813

Event2026-06-30

Filed2026-07-13

CRWV

COREWEAVE INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-13

XLP

SELECT SECTOR SPDR TR

-4.34%

Shares3.8K

Event2026-06-30

Filed2026-07-13

HII

HUNTINGTON INGALLS INDS INC

-1.21%

Shares1.1K

Event2026-06-30

Filed2026-07-13

OTIS

OTIS WORLDWIDE CORP

New

Shares4.4K

Event2026-06-30

Filed2026-07-13

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

STRV

EA SERIES TRUST

0.25%

Shares6.5K

Event2026-06-30

Filed2026-07-13

ARTY

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-13

XLY

SELECT SECTOR SPDR TR

-8.33%

Shares2.7K

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO

-2.47%

Shares2.6K

Event2026-06-30

Filed2026-07-13

KKR

KKR & CO INC

-7.49%

Shares3.4K

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

1.98%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IWP

ISHARES TR

0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-13

MLM

MARTIN MARIETTA MATLS INC

-0.19%

Shares536

Event2026-06-30

Filed2026-07-13

HFSI

HARTFORD FDS EXCHANGE TRADED

1.40%

Shares8.8K

Event2026-06-30

Filed2026-07-13

VGK

VANGUARD INTL EQUITY INDEX F

2.83%

Shares3.5K

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

-7.19%

Shares1.9K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

New

Shares894

Event2026-06-30

Filed2026-07-13

LII

LENNOX INTL INC

0.19%

Shares530

Event2026-06-30

Filed2026-07-13

EIX

EDISON INTL

-1.21%

Shares4.1K

Event2026-06-30

Filed2026-07-13

MART

AIM ETF PRODUCTS TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

SRE

SEMPRA

-5.71%

Shares3.2K

Event2026-06-30

Filed2026-07-13

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

0.28%

Shares2.9K

Event2026-06-30

Filed2026-07-13

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

RBA

RB GLOBAL INC

-0.20%

Shares2.6K

Event2026-06-30

Filed2026-07-13

EMB

ISHARES TR

-6.03%

Shares3.1K

Event2026-06-30

Filed2026-07-13

IQV

IQVIA HLDGS INC

-13.56%

Shares1.5K

Event2026-06-30

Filed2026-07-13

QCJA

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-13

USFR

WISDOMTREE TR

-49.26%

Shares5.7K

Event2026-06-30

Filed2026-07-13

KMI

KINDER MORGAN INC DEL

0.20%

Shares9.0K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

-17.53%

Shares381

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

New

Shares944

Event2026-06-30

Filed2026-07-13

ISHARES TR

-3.25%

Shares2.9K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

-5.32%

Shares9.6K

Event2026-06-30

Filed2026-07-13

ICE

INTERCONTINENTAL EXCHANGE IN

66.64%

Shares2.2K

Event2026-06-30

Filed2026-07-13

BSM

BLACK STONE MINERALS L P

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-13

AFL

AFLAC INC

-15.99%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

-1.14%

Shares9.8K

Event2026-06-30

Filed2026-07-13

BOEING CO

3.48%

Shares1.2K

Event2026-06-30

Filed2026-07-13

IJUL

INNOVATOR ETFS TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

-10.37%

Shares743

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

New

Shares130

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

-68.29%

Shares5.1K

Event2026-06-30

Filed2026-07-13

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

POCT

INNOVATOR ETFS TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

-21.83%

Shares838

Event2026-06-30

Filed2026-07-13

QMMY

FIRST TR EXCHNG TRADED FD VI

New

Shares9.5K

Event2026-06-30

Filed2026-07-13

DBEU

DBX ETF TR

2.47%

Shares4.7K

Event2026-06-30

Filed2026-07-13

DOMINOS PIZZA INC

New

Shares842

Event2026-06-30

Filed2026-07-13

LSCC

LATTICE SEMICONDUCTOR CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

AOCT

INNOVATOR ETFS TRUST

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-13

FNV

FRANCO NEV CORP

-4.67%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

0.05%

Shares8.4K

Event2026-06-30

Filed2026-07-13

BSMT

INVESCO EXCH TRD SLF IDX FD

1.71%

Shares10.6K

Event2026-06-30

Filed2026-07-13

OKTA

OKTA INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-13

AON

AON PLC

-8.20%

Shares728

Event2026-06-30

Filed2026-07-13

SEPU

AIM ETF PRODUCTS TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

-1.35%

Shares5.0K

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

-0.38%

Shares6.6K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-3.44%

Shares562

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

-2.82%

Shares2.0K

Event2026-06-30

Filed2026-07-13

EVERSOURCE ENERGY

-1.66%

Shares3.3K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

-2.28%

Shares859

Event2026-06-30

Filed2026-07-13

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

1.33%

Shares7.7K

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-13

IBDR

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

-5.74%

Shares1.4K

Event2026-06-30

Filed2026-07-13

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-13

FTCS

FIRST TR EXCHANGE-TRADED FD

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-13

AJG

GALLAGHER ARTHUR J & CO

New

Shares970

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

3.79%

Shares1.3K

Event2026-06-30

Filed2026-07-13

FCAL

FIRST TR EXCH TRADED FD III

0.88%

Shares4.5K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-13

FLNG

FLEX LNG LTD

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-13

PEG

PUBLIC SVC ENTERPRISE GROUP

0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-13

BIL

SPDR SERIES TRUST

New

Shares2.4K

Event2026-06-30

Filed2026-07-13

AUGW

AIM ETF PRODUCTS TRUST

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

0.02%

Shares5.9K

Event2026-06-30

Filed2026-07-13

IBDS

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-13

KNOV

INNOVATOR ETFS TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-13

CMG

CHIPOTLE MEXICAN GRILL INC

-13.67%

Shares6.2K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares967

Event2026-06-30

Filed2026-07-13

DIVO

AMPLIFY ETF TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-13

VHT

VANGUARD WORLD FD

New

Shares684

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC

-3.43%

Shares703

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

New

Shares89

Event2026-06-30

Filed2026-07-13

EVUS

ISHARES TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-13

KJUN

INNOVATOR ETFS TRUST

New

Shares6.8K

Event2026-06-30

Filed2026-07-13

BCRX

BIOCRYST PHARMACEUTICALS INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-13

FIRST MAJESTIC SILVER CORP

-4.75%

Shares10.0K

Event2026-06-30

Filed2026-07-13

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-13

KEEL INFRASTRUCTURE CORP

New

Shares24.0K

Event2026-06-30

Filed2026-07-13

SVM

SILVERCORP METALS INC

-4.99%

Shares13.4K

Event2026-06-30

Filed2026-07-13

FSM

FORTUNA MNG CORP

-5.00%

Shares13.8K

Event2026-06-30

Filed2026-07-13

IBRX

IMMUNITYBIO INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-13

NIOCORP DEVS LTD

3.31%

Shares15.6K

Event2026-06-30

Filed2026-07-13

TMQ

TRILOGY METALS INC NEW

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-13

NOVAGOLD RESOURCES INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-13

AREC

AMERICAN RES CORP

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-13

PLUG

PLUG PWR INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-13

IAUX

I-80 GOLD CORP

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-13

URG

UR-ENERGY INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-06-302026-07-13

HD Call CallHOME DEPOT INC400 sharesnew addition2026-06-302026-07-13

ACCENTURE PLC IRELAND Call CallACCENTURE PLC IRELAND300 sharesnew addition2026-06-302026-07-13

XLF Call CallSELECT SECTOR SPDR TR600 sharesnew addition2026-06-302026-07-13

IWM Call CallISHARES TR100 sharesnew addition2026-06-302026-07-13

AG Call CallFIRST MAJESTIC SILVER CORP1.0K sharesnew addition2026-06-302026-07-13

NETFLIX INC. Call CallNETFLIX INC.200 sharesnew addition2026-06-302026-07-13

MEDTRONIC PLC Call CallMEDTRONIC PLC100 sharesnew addition2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-06-30

Filed2026-07-13

HD Call

HOME DEPOT INC

New

Shares400

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND Call

ACCENTURE PLC IRELAND

New

Shares300

Event2026-06-30

Filed2026-07-13

XLF Call

SELECT SECTOR SPDR TR

New

Shares600

Event2026-06-30

Filed2026-07-13

IWM Call

ISHARES TR

New

Shares100

Event2026-06-30

Filed2026-07-13

AG Call

FIRST MAJESTIC SILVER CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-13

NETFLIX INC. Call

NETFLIX INC.

New

Shares200

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC Call

MEDTRONIC PLC

New

Shares100

Event2026-06-30

Filed2026-07-13

Put Option Holdings

AAPL Put PutAPPLE INC2.2K sharesnew addition2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION Put PutCOSTCO WHOLESALE CORPORATION500 sharesnew addition2026-06-302026-07-13

NVDA Put PutNVIDIA CORPORATION1.5K sharesnew addition2026-06-302026-07-13

QQQ Put PutINVESCO QQQ TR100 sharesnew addition2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP Put PutSPACE EXPLORATION TECHN CORP300 sharesnew addition2026-06-302026-07-13

CRWV Put PutCOREWEAVE INC200 sharesnew addition2026-06-302026-07-13

AAPL Put

APPLE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION Put

COSTCO WHOLESALE CORPORATION

New

Shares500

Event2026-06-30

Filed2026-07-13

NVDA Put

NVIDIA CORPORATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-13

QQQ Put

INVESCO QQQ TR

New

Shares100

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP Put

SPACE EXPLORATION TECHN CORP

New

Shares300

Event2026-06-30

Filed2026-07-13

CRWV Put

COREWEAVE INC

New

Shares200

Event2026-06-30

Filed2026-07-13