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The Analysis of Financial Perspectives, Inc's Holdings & P&L

Currently, Financial Perspectives, Inc holds 728 types of securities in its portfolio with a total value $410.9M. In the most recent quarter, they have increased their positions in VGT (+195.6K shares, valued at $23.4M), HDV (+299.4K shares, valued at $8.2M), IWF (+12.7K shares, valued at $1.6M); decreased their positions in MU (-1.3K shares, valued at $1.5M), N/A (-1.9K shares, valued at $721.1K), N/A (-6.7K shares, valued at $522.7K); initiated new positions in N/A (+1.5K shares, valued at $330.3K), N/A (+1.5K shares, valued at $326.1K), BND (+4.1K shares, valued at $303.8K).

1M P&L

+3.8M+1.08%

3M P&L

+19.2M+5.67%

HY P&L

-152.0M-29.76%

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/A204.8M

59.2%

2Semiconductors31.3M

9.1%

3Consumer Electronics18.7M

5.4%

Top Industries by Stock Count

1N/A245 stocks

38.2%

2Software - Application18 stocks

2.8%

3Software - Infrastructure13 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGT VANGUARD WORLD FD223.6K shares700.29%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS147.0K shares1.31%2026-06-302026-07-24

AAPL APPLE INC64.6K shares-1.40%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC212.2K shares-3.05%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC32.5K shares-2.25%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS143.6K shares4.28%2026-06-302026-07-24

IVW ISHARES TR100.6K shares1.65%2026-06-302026-07-24

MSFT MICROSOFT CORP35.2K shares5.16%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC30.5K shares-5.89%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS44.8K shares-2.39%2026-06-302026-07-24

HDV ISHARES TR374.2K shares400.04%2026-06-302026-07-24

VIGI VANGUARD WHITEHALL FDS109.7K shares-0.65%2026-06-302026-07-24

GOOG ALPHABET INC28.6K shares3.74%2026-06-302026-07-24

NVDA NVIDIA CORPORATION44.6K shares-1.04%2026-06-302026-07-24

FTEC FIDELITY COVINGTON TRUST29.2K shares0.27%2026-06-302026-07-24

FSTA FIDELITY COVINGTON TRUST139.6K shares2.92%2026-06-302026-07-24

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ISHARES TR ISHARES TR8.1K shares6.04%2026-06-302026-07-24

BSX BOSTON SCIENTIFIC CORP139.7K shares3.81%2026-06-302026-07-24

AMZN AMAZON COM INC24.0K shares8.83%2026-06-302026-07-24

DGRO ISHARES TR73.7K shares-1.91%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.2K shares0.78%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC3.6K shares-25.81%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT90.8K shares15.55%2026-06-302026-07-24

VOO VANGUARD INDEX FDS5.5K shares21.01%2026-06-302026-07-24

Sponsored

TSLA TESLA INC8.9K shares2.90%2026-06-302026-07-24

ASML ASML HLDG NV1.8K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.6K shares0.03%2026-06-302026-07-24

VDC VANGUARD WORLD FD14.8K shares1.64%2026-06-302026-07-24

ABBVIE INC ABBVIE INC13.2K shares0.02%2026-06-302026-07-24

IYW ISHARES TR13.0K shares0.56%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC5.7K shares29.50%2026-06-302026-07-24

MELI MERCADOLIBRE INC1.8K shares36.51%2026-06-302026-07-24

Sponsored

SCHD SCHWAB STRATEGIC TR96.6K shares20.53%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF56.7K shares4.38%2026-06-302026-07-24

IDV ISHARES TR63.1K shares2.58%2026-06-302026-07-24

SHOP SHOPIFY INC22.7K shares20.25%2026-06-302026-07-24

QQQ INVESCO QQQ TR3.4K shares-0.09%2026-06-302026-07-24

3M CO 3M CO13.9K shares0.01%2026-06-302026-07-24

IWF ISHARES TR16.6K shares323.42%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON8.0K shares0.00%2026-06-302026-07-24

Sponsored

CNQ CANADIAN NAT RES LTD MED TER49.7K shares48.12%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F35.6K shares0.23%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.3K shares0.02%2026-06-302026-07-24

SMH VANECK ETF TRUST2.7K shares-0.04%2026-06-302026-07-24

VTV VANGUARD INDEX FDS7.8K shares2.32%2026-06-302026-07-24

FENY FIDELITY COVINGTON TRUST56.6K shares-0.56%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares2.13%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS20.6K shares0.44%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC2.5K shares-0.20%2026-06-302026-07-24

GOOGL ALPHABET INC3.9K shares-0.56%2026-06-302026-07-24

IWM ISHARES TR4.5K shares4.41%2026-06-302026-07-24

AMGN AMGEN INC3.7K shares0.22%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR24.2K shares0.00%2026-06-302026-07-24

SE SEA LTD13.3K shares0.00%2026-06-302026-07-24

USB US BANCORP20.2K shares0.09%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F7.5K shares11.73%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares-1.12%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares23.43%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD9.8K shares-0.36%2026-06-302026-07-24

IETC ISHARES U S ETF TR10.4K shares0.84%2026-06-302026-07-24

EFV ISHARES TR14.0K shares15.91%2026-06-302026-07-24

GILD GILEAD SCIENCES INC8.1K shares0.00%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE20.6K shares3.16%2026-06-302026-07-24

VHT VANGUARD WORLD FD3.3K shares0.06%2026-06-302026-07-24

Sponsored

VCR VANGUARD WORLD FD2.4K shares5.75%2026-06-302026-07-24

VDE VANGUARD WORLD FD6.2K shares0.22%2026-06-302026-07-24

IMCB ISHARES TR9.6K shares12.19%2026-06-302026-07-24

EFG ISHARES TR7.3K shares13.79%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS9.2K shares0.03%2026-06-302026-07-24

IFRA ISHARES TR13.6K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR8.9K shares5.17%2026-06-302026-07-24

VUG VANGUARD INDEX FDS9.6K shares508.33%2026-06-302026-07-24

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T30.2K shares37.77%2026-06-302026-07-24

ABT ABBOTT LABORATORIES8.6K shares0.00%2026-06-302026-07-24

LLY ELI LILLY & CO641 shares0.00%2026-06-302026-07-24

NU NU HLDGS LTD57.5K shares52.51%2026-06-302026-07-24

UI UBIQUITI INC1.4K shares583.98%2026-06-302026-07-24

IJR ISHARES TR5.1K shares0.18%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC10.2K shares301.26%2026-06-302026-07-24

INTC INTEL CORP5.2K shares-4.63%2026-06-302026-07-24

Sponsored

CAT CATERPILLAR INC648 shares0.00%2026-06-302026-07-24

ORACLE CORP ORACLE CORP4.5K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC1.9K shares-1.27%2026-06-302026-07-24

FELC FIDELITY COVINGTON TRUST15.2K shares0.51%2026-06-302026-07-24

IEMG ISHARES INC7.7K shares0.35%2026-06-302026-07-24

FESM FIDELITY COVINGTON TRUST13.1K shares8.59%2026-06-302026-07-24

GE GE AEROSPACE1.7K shares-1.24%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC839 shares0.00%2026-06-302026-07-24

Sponsored

CMCSA COMCAST CORP NEW24.5K shares54.44%2026-06-302026-07-24

HDB HDFC BANK LTD23.1K shares0.00%2026-06-302026-07-24

BN BROOKFIELD CORP14.0K shares0.00%2026-06-302026-07-24

KXI ISHARES TR8.8K shares56.61%2026-06-302026-07-24

VALE VALE S A39.5K shares0.00%2026-06-302026-07-24

EFAV ISHARES TR6.7K shares0.01%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED15.5K shares65.39%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION7.8K shares0.00%2026-06-302026-07-24

Sponsored

SRE SEMPRA6.2K shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO5.8K shares0.00%2026-06-302026-07-24

IJH ISHARES TR7.2K shares0.06%2026-06-302026-07-24

NVO NOVO-NORDISK A S11.3K shares0.00%2026-06-302026-07-24

WMT WALMART INC4.6K shares0.00%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F8.6K shares-0.78%2026-06-302026-07-24

TGT TARGET CORP3.8K shares0.00%2026-06-302026-07-24

DE DEERE & CO790 shares0.00%2026-06-302026-07-24

Sponsored

IGRO ISHARES TR5.7K shares1.43%2026-06-302026-07-24

CLOUDFLARE INC CLOUDFLARE INC2.0K shares0.00%2026-06-302026-07-24

BIPC BROOKFIELD INFRASTRUCTURE CO12.7K shares0.06%2026-06-302026-07-24

GIS GENERAL MILLS INC13.5K shares0.23%2026-06-302026-07-24

VISA INC VISA INC1.4K shares2.09%2026-06-302026-07-24

CGW INVESCO EXCH TRADED FD TR II7.0K shares0.00%2026-06-302026-07-24

PFE PFIZER INC18.6K shares0.15%2026-06-302026-07-24

DFE WISDOMTREE TR6.1K shares1.64%2026-06-302026-07-24

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED852 shares-25.72%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2026-06-302026-07-24

PWV INVESCO EXCHANGE TRADED FD T5.5K shares0.29%2026-06-302026-07-24

BAC BANK OF AMER CORP7.2K shares-0.33%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC3.4K shares-6.58%2026-06-302026-07-24

MDB MONGODB INC1.2K shares0.00%2026-06-302026-07-24

VBK VANGUARD INDEX FDS1.1K shares0.09%2026-06-302026-07-24

IUSG ISHARES TR2.1K shares0.10%2026-06-302026-07-24

Sponsored

QCOM QUALCOMM INC2.1K shares-0.33%2026-06-302026-07-24

TEVA TEVA PHARMACEUTICAL INDS LTD11.3K shares0.00%2026-06-302026-07-24

IXN ISHARES TR2.5K shares0.12%2026-06-302026-07-24

EFA ISHARES TR3.5K shares0.89%2026-06-302026-07-24

T AT&T INC17.5K shares0.29%2026-06-302026-07-24

CGCP CAPITAL GRP FIXED INCM ETF T16.1K shares2.82%2026-06-302026-07-24

SCHY SCHWAB STRATEGIC TR11.1K shares11.75%2026-06-302026-07-24

ECL ECOLAB INC1.2K shares0.16%2026-06-302026-07-24

Sponsored

XLE SELECT SECTOR SPDR TR6.3K shares0.68%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-07-24

IWP ISHARES TR2.2K shares0.00%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.5K sharesnew addition2026-06-302026-07-24

SNOWFLAKE INC SNOWFLAKE INC1.3K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC276 shares-2.13%2026-06-302026-07-24

FDVV FIDELITY COVINGTON TRUST5.4K shares0.28%2026-06-302026-07-24

ASB ASSOCIATED BANC-CORP10.4K shares-4.80%2026-06-302026-07-24

Sponsored

IAU ISHARES GOLD TR4.2K shares-0.99%2026-06-302026-07-24

MCD MCDONALDS CORP1.2K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR838 shares0.00%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS4.1K sharesnew addition2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.6K shares0.00%2026-06-302026-07-24

RBRK RUBRIK INC.3.8K shares-50.01%2026-06-302026-07-24

BLK BLACKROCK INC312 shares0.00%2026-06-302026-07-24

IJS ISHARES TR2.0K shares0.05%2026-06-302026-07-24

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T10.2K shares14.64%2026-06-302026-07-24

NVS NOVARTIS AG1.8K shares0.00%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC2.7K shares0.00%2026-06-302026-07-24

BOTZ GLOBAL X FDS7.0K shares4.19%2026-06-302026-07-24

ZM ZOOM COMMUNICATIONS INC3.0K shares534.03%2026-06-302026-07-24

IRM IRON MTN INC DEL2.0K shares0.00%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC732 shares0.00%2026-06-302026-07-24

DAL DELTA AIR LINES INC2.6K shares0.00%2026-06-302026-07-24

Sponsored

IWO ISHARES TR616 shares0.16%2026-06-302026-07-24

UBS UBS GROUP AG4.9K shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP1.7K shares-6.32%2026-06-302026-07-24

VOT VANGUARD INDEX FDS770 shares0.00%2026-06-302026-07-24

NTES NETEASE COM INC1.8K shares0.00%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC460 shares0.00%2026-06-302026-07-24

CGIE CAPITAL GROUP INTERNATIONAL6.2K shares0.00%2026-06-302026-07-24

BIP BROOKFIELD INFRASTRUCTURE PA6.2K shares0.00%2026-06-302026-07-24

Sponsored

VEU VANGUARD INTL EQUITY INDEX F2.7K shares23.47%2026-06-302026-07-24

PEP PEPSICO INC1.6K shares0.00%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL987 shares-46.71%2026-06-302026-07-24

PAGS PAGSEGURO DIGITAL LTD23.6K shares0.23%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F3.8K shares0.29%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC519 shares0.00%2026-06-302026-07-24

DTE DTE ENERGY CO1.4K shares0.44%2026-06-302026-07-24

BA BOEING CO964 shares0.00%2026-06-302026-07-24

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T7.4K shares0.00%2026-06-302026-07-24

SOLV SOLVENTUM CORP2.6K shares0.00%2026-06-302026-07-24

VUSB VANGUARD BD INDEX FDS4.0K shares0.00%2026-06-302026-07-24

ADM ARCHER DANIELS MIDLAND CO2.6K shares0.00%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS3.9K shares0.00%2026-06-302026-07-24

HBAN HUNTINGTON BANCSHARES INC10.9K shares0.00%2026-06-302026-07-24

KO COCA COLA CO2.4K shares0.08%2026-06-302026-07-24

VXF VANGUARD INDEX FDS768 shares0.92%2026-06-302026-07-24

Sponsored

MRK MERCK & CO INC1.5K shares0.00%2026-06-302026-07-24

IVE ISHARES TR827 shares0.24%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP750 shares0.00%2026-06-302026-07-24

FBTC FIDELITY WISE ORIGIN BITCOIN3.6K shares0.00%2026-06-302026-07-24

IDHQ INVESCO EXCH TRADED FD TR II4.2K shares0.00%2026-06-302026-07-24

IJK ISHARES TR1.6K shares0.06%2026-06-302026-07-24

ASTRAZENECA PLC ASTRAZENECA PLC932 shares0.00%2026-06-302026-07-24

XYZ BLOCK INC2.3K shares0.00%2026-06-302026-07-24

Sponsored

ITOT ISHARES TR1.1K shares0.09%2026-06-302026-07-24

RSPU INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-06-302026-07-24

ICSH ISHARES TR3.4K shares0.92%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC4.0K shares-1.54%2026-06-302026-07-24

VXUS VANGUARD STAR FDS2.0K shares0.36%2026-06-302026-07-24

ONC BEONE MEDICINES LTD588 shares0.00%2026-06-302026-07-24

EWBC EAST WEST BANCORP INC1.3K shares0.00%2026-06-302026-07-24

VPU VANGUARD WORLD FD828 shares0.00%2026-06-302026-07-24

Sponsored

VOE VANGUARD INDEX FDS820 shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO1.1K shares0.09%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC480 shares0.00%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC1.3K shares0.00%2026-06-302026-07-24

ESGU ISHARES TR955 shares0.10%2026-06-302026-07-24

DSI ISHARES TR1.1K shares0.18%2026-06-302026-07-24

AMERIPRISE FINL INC AMERIPRISE FINL INC338 shares0.00%2026-06-302026-07-24

FHLC FIDELITY COVINGTON TRUST2.0K shares0.30%2026-06-302026-07-24

Sponsored

IMCG ISHARES TR1.6K shares0.13%2026-06-302026-07-24

SGOV ISHARES TR1.5K shares0.86%2026-06-302026-07-24

ABNB AIRBNB INC1.1K shares0.00%2026-06-302026-07-24

STNE STONECO LTD14.1K shares2.95%2026-06-302026-07-24

ARK ETF TR ARK ETF TR1.0K shares0.00%2026-06-302026-07-24

FIW FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT4.3K shares-7.24%2026-06-302026-07-24

USMV ISHARES TR1.5K shares1.24%2026-06-302026-07-24

Sponsored

LRCX LAM RESEARCH CORP343 shares0.00%2026-06-302026-07-24

ITA ISHARES TR611 shares0.00%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC1.5K shares0.00%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP425 shares0.00%2026-06-302026-07-24

ARGENX SE ARGENX SE145 shares0.00%2026-06-302026-07-24

BEPC BROOKFIELD RENEWABLE CORP3.6K shares0.00%2026-06-302026-07-24

IWR ISHARES TR1.2K shares0.00%2026-06-302026-07-24

Sponsored

IBB ISHARES TR700 shares0.00%2026-06-302026-07-24

CRSP CRISPR THERAPEUTICS AG2.4K shares0.00%2026-06-302026-07-24

STRATEGY INC STRATEGY INC1.5K shares172.09%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP129 shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS1.6K shares299.74%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC1.4K shares-5.87%2026-06-302026-07-24

O REALTY INCOME CORP2.0K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR2.3K shares34.60%2026-06-302026-07-24

Sponsored

RPRX ROYALTY PHARMA PLC2.2K shares0.00%2026-06-302026-07-24

UNP UNION PAC CORP438 shares0.23%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS191 shares0.00%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL123 shares0.00%2026-06-302026-07-24

LIN LINDE PLC226 shares0.00%2026-06-302026-07-24

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP1.2K shares0.00%2026-06-302026-07-24

INCY INCYTE CORP1.0K shares0.00%2026-06-302026-07-24

MFC MANULIFE FINL CORP2.7K shares54.47%2026-06-302026-07-24

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TT TRANE TECHNOLOGIES PLC225 shares0.00%2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD1.1K shares0.00%2026-06-302026-07-24

IJT ISHARES TR610 shares-0.16%2026-06-302026-07-24

ICLN ISHARES TR5.1K shares4.87%2026-06-302026-07-24

CI THE CIGNA GROUP380 shares0.00%2026-06-302026-07-24

OTTR OTTER TAIL CORP1.2K shares0.00%2026-06-302026-07-24

SLYG SPDR SERIES TRUST868 shares-9.68%2026-06-302026-07-24

KKR KKR & CO INC1.1K shares0.00%2026-06-302026-07-24

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KMI KINDER MORGAN INC DEL3.2K shares0.00%2026-06-302026-07-24

MCK MCKESSON CORP135 shares0.00%2026-06-302026-07-24

ARK ETF TR ARK ETF TR1.3K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS329 shares8.58%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ET2.2K shares0.09%2026-06-302026-07-24

FMDE FIDELITY COVINGTON TRUST2.4K shares484.26%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION512 shares0.00%2026-06-302026-07-24

ENB ENBRIDGE INC1.8K shares0.00%2026-06-302026-07-24

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DTM DT MIDSTREAM INC643 shares0.31%2026-06-302026-07-24

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS775 shares0.00%2026-06-302026-07-24

VICE ADVISORSHARES TR2.8K shares0.00%2026-06-302026-07-24

FREL FIDELITY COVINGTON TRUST3.2K shares0.92%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR2.0K shares29.82%2026-06-302026-07-24

CVX CHEVRON CORPORATION549 shares-42.81%2026-06-302026-07-24

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V321 shares0.00%2026-06-302026-07-24

TLT ISHARES TR1.0K shares69.44%2026-06-302026-07-24

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WFC WELLS FARGO & CO1.1K shares0.00%2026-06-302026-07-24

USRT ISHARES TR1.3K shares0.61%2026-06-302026-07-24

IWN ISHARES TR396 shares0.25%2026-06-302026-07-24

CGHM CAPITAL GRP FIXED INCM ETF T3.4K shares0.39%2026-06-302026-07-24

INSULET CORP INSULET CORP572 shares0.00%2026-06-302026-07-24

LRN STRIDE INC994 shares0.00%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC112 shares0.00%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS657 shares-4.37%2026-06-302026-07-24

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CSX CSX CORP1.7K shares0.23%2026-06-302026-07-24

LOW LOWES COS INC365 shares0.00%2026-06-302026-07-24

WBD WARNER BROS DISCOVERY INC3.0K shares0.00%2026-06-302026-07-24

FLEX FLEX LTD490 shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO232 shares0.00%2026-06-302026-07-24

JD JD.COM INC3.1K shares0.00%2026-06-302026-07-24

ARK ETF TR ARK ETF TR1.9K shares0.00%2026-06-302026-07-24

RSG REPUBLIC SVCS INC362 shares0.00%2026-06-302026-07-24

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DLR DIGITAL RLTY TR INC428 shares0.00%2026-06-302026-07-24

IYC ISHARES TR760 shares0.00%2026-06-302026-07-24

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EMXC ISHARES INC734 shares0.55%2026-06-302026-07-24

COIN COINBASE GLOBAL INC513 shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR466 shares15.63%2026-06-302026-07-24

CVS CVS HEALTH CORP708 shares0.00%2026-06-302026-07-24

BG BUNGE GLOBAL SA685 shares0.00%2026-06-302026-07-24

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FFLG FIDELITY COVINGTON TRUST2.1K shares0.00%2026-06-302026-07-24

PSA PUBLIC STORAGE226 shares0.44%2026-06-302026-07-24

SNDK SANDISK CORP31 shares0.00%2026-06-302026-07-24

COMT ISHARES U S ETF TR2.3K shares0.00%2026-06-302026-07-24

BAM BROOKFIELD ASSET MANAGMT LTD1.5K shares0.00%2026-06-302026-07-24

ILMN ILLUMINA INC392 shares0.00%2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC764 shares-1.16%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC248 shares0.00%2026-06-302026-07-24

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IGSB ISHARES TR1.3K shares-63.62%2026-06-302026-07-24

TRANSMEDICS GROUP INC TRANSMEDICS GROUP INC1.0K sharesnew addition2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS235 shares0.00%2026-06-302026-07-24

BX BLACKSTONE INC560 shares0.00%2026-06-302026-07-24

FRI FIRST TR EXCHANGE-TRADED FD2.1K shares0.34%2026-06-302026-07-24

XMAG TIDAL TRUST II2.4K shares0.00%2026-06-302026-07-24

HTHT H WORLD GROUP LTD1.5K shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR2.1K shares0.23%2026-06-302026-07-24

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IGF ISHARES TR946 shares0.00%2026-06-302026-07-24

DOCN DIGITALOCEAN HLDGS INC400 shares-4.76%2026-06-302026-07-24

ETN EATON CORP PLC147 shares18.55%2026-06-302026-07-24

SPHD INVESCO EXCH TRADED FD TR II1.2K shares0.00%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC209 shares0.00%2026-06-302026-07-24

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XEL XCEL ENERGY INC767 shares0.00%2026-06-302026-07-24

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XLK SELECT SECTOR SPDR TR320 shares0.00%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP95 shares0.00%2026-06-302026-07-24

F FORD MTR CO4.3K shares0.09%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO1.0K shares0.00%2026-06-302026-07-24

XPEV XPENG INC4.4K shares0.00%2026-06-302026-07-24

CTAS CINTAS CORP340 shares0.00%2026-06-302026-07-24

NICE NICE LTD635 shares0.00%2026-06-302026-07-24

PFG PRINCIPAL FINANCIAL GROUP IN535 shares124.79%2026-06-302026-07-24

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EMR EMERSON ELEC CO400 shares0.00%2026-06-302026-07-24

EOG EOG RES INC440 shares-3.30%2026-06-302026-07-24

LUMENTUM HLDGS INC LUMENTUM HLDGS INC66 shares0.00%2026-06-302026-07-24

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ARK ETF TR ARK ETF TR426 shares0.00%2026-06-302026-07-24

TEAM ATLASSIAN CORPORATION718 shares0.00%2026-06-302026-07-24

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC400 shares0.00%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC112 shares0.00%2026-06-302026-07-24

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MDLZ MONDELEZ INTL INC944 shares0.00%2026-06-302026-07-24

BC BRUNSWICK CORP645 shares0.00%2026-06-302026-07-24

ACWX ISHARES TR712 shares58.22%2026-06-302026-07-24

IWD ISHARES TR224 shares0.45%2026-06-302026-07-24

BAILLIE GIFFORD ETF TR BAILLIE GIFFORD ETF TR1.5K sharesnew addition2026-06-302026-07-24

FLUT FLUTTER ENTMT PLC517 shares0.00%2026-06-302026-07-24

DOCU DOCUSIGN INC1.2K shares0.00%2026-06-302026-07-24

ELV ELEVANCE HEALTH INC FORMERLY135 shares0.00%2026-06-302026-07-24

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MSI MOTOROLA SOLUTIONS INC125 shares0.00%2026-06-302026-07-24

ERIC TELEFONAKTIEBOLAGET LM ERICS4.6K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC327 shares0.00%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC50 shares0.00%2026-06-302026-07-24

MOH MOLINA HEALTHCARE INC220 shares0.00%2026-06-302026-07-24

SDG ISHARES TR554 shares0.73%2026-06-302026-07-24

UHAL.B U HAUL HOLDING COMPANY855 shares0.00%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF1.5K shares0.00%2026-06-302026-07-24

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ASG LIBERTY ALL-STAR GROWTH FD I8.9K shares0.00%2026-06-302026-07-24

BLDR BUILDERS FIRSTSOURCE INC535 shares0.00%2026-06-302026-07-24

PYPL PAYPAL HLDGS INC1.1K shares0.09%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC263 shares0.00%2026-06-302026-07-24

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VEEV VEEVA SYS INC265 shares0.00%2026-06-302026-07-24

FTMN PUTNAM ETF TRUST5.2K shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR1.7K shares0.61%2026-06-302026-07-24

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ISHARES TR ISHARES TR458 shares154.44%2026-06-302026-07-24

TM TOYOTA MOTOR CORP267 shares0.00%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC166 shares0.00%2026-06-302026-07-24

WELL WELLTOWER INC197 shares-11.66%2026-06-302026-07-24

EEM ISHARES TR653 shares0.15%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F287 shares-3.04%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY500 shares0.00%2026-06-302026-07-24

THG HANOVER INS GROUP INC200 shares-37.50%2026-06-302026-07-24

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RIO RIO TINTO PLC449 shares1.35%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F833 shares0.00%2026-06-302026-07-24

KLAC KLA CORP141 shares907.14%2026-06-302026-07-24

CVE CENOVUS ENERGY INC1.7K shares0.00%2026-06-302026-07-24

SSNC SS&C TECH HLDGS670 shares0.00%2026-06-302026-07-24

CCI CROWN CASTLE INC549 shares0.92%2026-06-302026-07-24

FNDA SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-24

HAS HASBRO INC500 shares0.00%2026-06-302026-07-24

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APD AIR PRODUCTS AND CHEMICALS I140 shares0.00%2026-06-302026-07-24

CGGE CAPITAL GROUP GLOBAL EQUITY1.1K shares0.00%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP113 shares0.00%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T185 shares0.00%2026-06-302026-07-24

IXUS ISHARES TR410 shares0.49%2026-06-302026-07-24

ARK ETF TR ARK ETF TR989 shares0.00%2026-06-302026-07-24

RDDT REDDIT INC224 shares0.00%2026-06-302026-07-24

IJJ ISHARES TR262 shares0.00%2026-06-302026-07-24

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FNCL FIDELITY COVINGTON TRUST505 shares0.00%2026-06-302026-07-24

IYF ISHARES TR301 shares0.00%2026-06-302026-07-24

EWJ ISHARES INC410 shares0.00%2026-06-302026-07-24

CYRX CRYOPORT INC2.4K shares0.00%2026-06-302026-07-24

ITB ISHARES TR365 shares0.00%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED109 shares0.00%2026-06-302026-07-24

FBT FIRST TR EXCHANGE-TRADED FD148 shares0.00%2026-06-302026-07-24

GMAB GENMAB A/S1.3K shares0.00%2026-06-302026-07-24

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PRU PRUDENTIAL FINL INC338 shares0.00%2026-06-302026-07-24

SPSM SPDR SERIES TRUST625 shares0.32%2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD381 shares0.00%2026-06-302026-07-24

IYH ISHARES TR529 shares0.19%2026-06-302026-07-24

COKE COCA COLA CONS INC183 shares0.00%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC142 shares0.00%2026-06-302026-07-24

AFL AFLAC INC294 shares0.34%2026-06-302026-07-24

PHM PULTE GROUP INC250 shares0.00%2026-06-302026-07-24

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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP200 sharesnew addition2026-06-302026-07-24

FAST FASTENAL CO711 shares0.57%2026-06-302026-07-24

TJX TJX COS INC NEW224 shares0.00%2026-06-302026-07-24

WDAY WORKDAY INC277 shares0.00%2026-06-302026-07-24

UL UNILEVER PLC564 shares0.18%2026-06-302026-07-24

MPWR MONOLITHIC PWR SYS INC24 shares0.00%2026-06-302026-07-24

UNITY SOFTWARE INC UNITY SOFTWARE INC1.2K shares0.00%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS427 shares0.00%2026-06-302026-07-24

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UPS UNITED PARCEL SVCS INC306 shares0.33%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP571 shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.450 shares0.00%2026-06-302026-07-24

FLQM FRANKLIN TEMPLETON ETF TR555 sharesnew addition2026-06-302026-07-24

THOMSON REUTERS CORP THOMSON REUTERS CORP393 sharesnew addition2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC388 shares470.59%2026-06-302026-07-24

TFC TRUIST FINL CORP637 shares0.00%2026-06-302026-07-24

EME EMCOR GROUP INC38 sharesnew addition2026-06-302026-07-24

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AVA AVISTA CORP768 shares0.00%2026-06-302026-07-24

PBE INVESCO EXCHANGE TRADED FD T350 shares0.00%2026-06-302026-07-24

ADOBE INC ADOBE INC151 shares0.00%2026-06-302026-07-24

BHP BHP BILLITON LIMITED365 shares0.00%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD375 shares0.00%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II100 shares809.09%2026-06-302026-07-24

IWY ISHARES TR103 shares0.00%2026-06-302026-07-24

PIPR PIPER SANDLER COMPANIES412 shares0.00%2026-06-302026-07-24

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TD TORONTO DOMINION BK ONT238 shares0.00%2026-06-302026-07-24

ILCB ISHARES TR276 shares0.36%2026-06-302026-07-24

PBR PETROLEO BRASILEIRO S A1.8K shares0.00%2026-06-302026-07-24

DNOV FIRST TR EXCHNG TRADED FD VI550 shares0.00%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR240 shares0.00%2026-06-302026-07-24

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW524 shares0.00%2026-06-302026-07-24

KR KROGER CO500 shares0.00%2026-06-302026-07-24

PBW INVESCO EXCHANGE TRADED FD T709 shares21.40%2026-06-302026-07-24

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DEXCOM INC DEXCOM INC408 shares0.00%2026-06-302026-07-24

GSK PLC GSK PLC517 shares0.00%2026-06-302026-07-24

FI FISERV INC550 shares0.00%2026-06-302026-07-24

GEHC GE HEALTHCARE TECHNOLOGIES I419 shares0.00%2026-06-302026-07-24

LOGI LOGITECH INTL S A281 shares0.00%2026-06-302026-07-24

NKE NIKE INC644 shares0.47%2026-06-302026-07-24

EXC EXELON CORP564 shares0.89%2026-06-302026-07-24

FMAT FIDELITY COVINGTON TRUST449 shares0.22%2026-06-302026-07-24

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KURE KRANESHARES TRUST1.7K shares0.00%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND210 shares0.00%2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD600 shares0.00%2026-06-302026-07-24

AIEQ AMPLIFY ETF TR512 shares-9.38%2026-06-302026-07-24

ORI OLD REP INTL CORP616 shares0.82%2026-06-302026-07-24

MKC MCCORMICK & CO INC500 shares0.00%2026-06-302026-07-24

BP BP PLC680 shares0.00%2026-06-302026-07-24

ANET ARISTA NETWORKS INC144 shares0.00%2026-06-302026-07-24

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AVLV AMERICAN CENTY ETF TR267 sharesnew addition2026-06-302026-07-24

FFTY CAPITAL-FORCE ETF TR554 sharesnew addition2026-06-302026-07-24

FV FIRST TR EXCHANGE TRADED FD317 shares0.00%2026-06-302026-07-24

JMTG J P MORGAN EXCHANGE TRADED F473 shares1.07%2026-06-302026-07-24

ZS ZSCALER INC167 sharesnew addition2026-06-302026-07-24

OGIG ALPS ETF TR521 shares0.00%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP210 shares0.00%2026-06-302026-07-24

TAK TAKEDA PHARMACEUTICAL CO LTD1.4K shares0.00%2026-06-302026-07-24

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SUSA ISHARES TR145 shares0.00%2026-06-302026-07-24

FEX FIRST TR EXCHANGE-TRADED ALP160 shares0.00%2026-06-302026-07-24

CORTEVA INC CORTEVA INC264 shares0.00%2026-06-302026-07-24

HRL HORMEL FOODS CORP900 shares0.00%2026-06-302026-07-24

VTRS VIATRIS INC1.4K shares0.00%2026-06-302026-07-24

KWEB KRANESHARES TRUST883 shares0.00%2026-06-302026-07-24

Q QNITY ELECTRONICS INC132 shares0.00%2026-06-302026-07-24

VSNT VERSANT MEDIA GROUP INC592 shares-4.82%2026-06-302026-07-24

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IWV ISHARES TR50 shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR727 shares0.28%2026-06-302026-07-24

NUDV NUSHARES ETF TR644 shares0.47%2026-06-302026-07-24

CPNG COUPANG INC1.2K shares0.00%2026-06-302026-07-24

OWL BLUE OWL CAPITAL INC2.3K shares0.00%2026-06-302026-07-24

OKTA OKTA INC147 shares0.00%2026-06-302026-07-24

CME CME GROUP INC91 shares0.00%2026-06-302026-07-24

ADI ANALOG DEVICES INC50 shares0.00%2026-06-302026-07-24

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GM GENERAL MTRS CO255 shares0.00%2026-06-302026-07-24

SAP SAP SE125 shares0.00%2026-06-302026-07-24

LUMN LUMEN TECHNOLOGIES INC2.5K shares0.00%2026-06-302026-07-24

FNX FIRST TR EXCHANGE-TRADED ALP130 shares0.00%2026-06-302026-07-24

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RPM RPM INTL INC165 shares0.00%2026-06-302026-07-24

OSK OSHKOSH CORP118 shares0.00%2026-06-302026-07-24

DRI DARDEN RESTAURANTS INC88 shares0.00%2026-06-302026-07-24

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SCCO SOUTHERN COPPER CORP104 shares0.97%2026-06-302026-07-24

DVY ISHARES TR115 shares0.00%2026-06-302026-07-24

BBH VANECK ETF TRUST88 shares0.00%2026-06-302026-07-24

NXST NEXSTAR MEDIA GROUP INC100 shares0.00%2026-06-302026-07-24

GMED GLOBUS MED INC223 shares0.00%2026-06-302026-07-24

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MO ALTRIA GROUP INC243 shares0.41%2026-06-302026-07-24

TRIP COM GROUP LTD TRIP COM GROUP LTD434 shares0.00%2026-06-302026-07-24

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DEO DIAGEO PLC215 shares0.00%2026-06-302026-07-24

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XAR SPDR SERIES TRUST59 shares126.92%2026-06-302026-07-24

XHB SPDR SERIES TRUST144 shares0.00%2026-06-302026-07-24

BDX BECTON DICKINSON & CO109 shares0.00%2026-06-302026-07-24

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CGNG CAPITAL GROUP NEW GEOGRAPHY422 shares0.00%2026-06-302026-07-24

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EWJV ISHARES TR357 shares0.85%2026-06-302026-07-24

CELCUITY INC CELCUITY INC150 shares0.00%2026-06-302026-07-24

AFK VANECK ETF TRUST605 shares0.00%2026-06-302026-07-24

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PSX PHILLIPS 6688 shares0.00%2026-06-302026-07-24

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LRGE LEGG MASON ETF INVT171 shares0.00%2026-06-302026-07-24

VGT

VANGUARD WORLD FD

700.29%

Shares223.6K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

1.31%

Shares147.0K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.40%

Shares64.6K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-3.05%

Shares212.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.25%

Shares32.5K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

4.28%

Shares143.6K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

1.65%

Shares100.6K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

5.16%

Shares35.2K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-5.89%

Shares30.5K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-2.39%

Shares44.8K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

400.04%

Shares374.2K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

-0.65%

Shares109.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

3.74%

Shares28.6K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-1.04%

Shares44.6K

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY COVINGTON TRUST

0.27%

Shares29.2K

Event2026-06-30

Filed2026-07-24

FSTA

FIDELITY COVINGTON TRUST

2.92%

Shares139.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

6.04%

Shares8.1K

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFIC CORP

3.81%

Shares139.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

8.83%

Shares24.0K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

-1.91%

Shares73.7K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.78%

Shares7.2K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-25.81%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

15.55%

Shares90.8K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

21.01%

Shares5.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

2.90%

Shares8.9K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.03%

Shares10.6K

Event2026-06-30

Filed2026-07-24

VDC

VANGUARD WORLD FD

1.64%

Shares14.8K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.02%

Shares13.2K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

0.56%

Shares13.0K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

29.50%

Shares5.7K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

36.51%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

20.53%

Shares96.6K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

4.38%

Shares56.7K

Event2026-06-30

Filed2026-07-24

IDV

ISHARES TR

2.58%

Shares63.1K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

20.25%

Shares22.7K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-0.09%

Shares3.4K

Event2026-06-30

Filed2026-07-24

3M CO

0.01%

Shares13.9K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

323.42%

Shares16.6K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

CNQ

CANADIAN NAT RES LTD MED TER

48.12%

Shares49.7K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

0.23%

Shares35.6K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

-0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

2.32%

Shares7.8K

Event2026-06-30

Filed2026-07-24

FENY

FIDELITY COVINGTON TRUST

-0.56%

Shares56.6K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.13%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.44%

Shares20.6K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-0.20%

Shares2.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.56%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

4.41%

Shares4.5K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

0.22%

Shares3.7K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-24

SEA LTD

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

0.09%

Shares20.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

11.73%

Shares7.5K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.12%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

23.43%

Shares3.0K

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

-0.36%

Shares9.8K

Event2026-06-30

Filed2026-07-24

IETC

ISHARES U S ETF TR

0.84%

Shares10.4K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

15.91%

Shares14.0K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.16%

Shares20.6K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

5.75%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

0.22%

Shares6.2K

Event2026-06-30

Filed2026-07-24

IMCB

ISHARES TR

12.19%

Shares9.6K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

13.79%

Shares7.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.03%

Shares9.2K

Event2026-06-30

Filed2026-07-24

IFRA

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

5.17%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

508.33%

Shares9.6K

Event2026-06-30

Filed2026-07-24

CGCB

CAPITAL GRP FIXED INCM ETF T

37.77%

Shares30.2K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares641

Event2026-06-30

Filed2026-07-24

NU HLDGS LTD

52.51%

Shares57.5K

Event2026-06-30

Filed2026-07-24

UBIQUITI INC

583.98%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.18%

Shares5.1K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

301.26%

Shares10.2K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-4.63%

Shares5.2K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.00%

Shares648

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-1.27%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FELC

FIDELITY COVINGTON TRUST

0.51%

Shares15.2K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

0.35%

Shares7.7K

Event2026-06-30

Filed2026-07-24

FESM

FIDELITY COVINGTON TRUST

8.59%

Shares13.1K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-1.24%

Shares1.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares839

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

54.44%

Shares24.5K

Event2026-06-30

Filed2026-07-24

HDB

HDFC BANK LTD

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-24

KXI

ISHARES TR

56.61%

Shares8.8K

Event2026-06-30

Filed2026-07-24

VALE

VALE S A

0.00%

Shares39.5K

Event2026-06-30

Filed2026-07-24

EFAV

ISHARES TR

0.01%

Shares6.7K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

65.39%

Shares15.5K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

SRE

SEMPRA

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.06%

Shares7.2K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-0.78%

Shares8.6K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares790

Event2026-06-30

Filed2026-07-24

IGRO

ISHARES TR

1.43%

Shares5.7K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BIPC

BROOKFIELD INFRASTRUCTURE CO

0.06%

Shares12.7K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

0.23%

Shares13.5K

Event2026-06-30

Filed2026-07-24

VISA INC

2.09%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

0.15%

Shares18.6K

Event2026-06-30

Filed2026-07-24

DFE

WISDOMTREE TR

1.64%

Shares6.1K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-25.72%

Shares852

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PWV

INVESCO EXCHANGE TRADED FD T

0.29%

Shares5.5K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-0.33%

Shares7.2K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-6.58%

Shares3.4K

Event2026-06-30

Filed2026-07-24

MDB

MONGODB INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-24

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.89%

Shares3.5K

Event2026-06-30

Filed2026-07-24

AT&T INC

0.29%

Shares17.5K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GRP FIXED INCM ETF T

2.82%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SCHY

SCHWAB STRATEGIC TR

11.75%

Shares11.1K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.16%

Shares1.2K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.68%

Shares6.3K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

-2.13%

Shares276

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY COVINGTON TRUST

0.28%

Shares5.4K

Event2026-06-30

Filed2026-07-24

ASB

ASSOCIATED BANC-CORP

-4.80%

Shares10.4K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-0.99%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares838

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

RBRK

RUBRIK INC.

-50.01%

Shares3.8K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.00%

Shares312

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CGMS

CAPITAL GRP FIXED INCM ETF T

14.64%

Shares10.2K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

BOTZ

GLOBAL X FDS

4.19%

Shares7.0K

Event2026-06-30

Filed2026-07-24

ZOOM COMMUNICATIONS INC

534.03%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

0.00%

Shares732

Event2026-06-30

Filed2026-07-24

DAL

DELTA AIR LINES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.16%

Shares616

Event2026-06-30

Filed2026-07-24

UBS

UBS GROUP AG

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-6.32%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares770

Event2026-06-30

Filed2026-07-24

NTES

NETEASE COM INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-24

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

23.47%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-46.71%

Shares987

Event2026-06-30

Filed2026-07-24

PAGS

PAGSEGURO DIGITAL LTD

0.23%

Shares23.6K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

0.00%

Shares519

Event2026-06-30

Filed2026-07-24

DTE

DTE ENERGY CO

0.44%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BOEING CO

0.00%

Shares964

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

SOLV

SOLVENTUM CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.92%

Shares768

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.24%

Shares827

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares750

Event2026-06-30

Filed2026-07-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IDHQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

0.00%

Shares932

Event2026-06-30

Filed2026-07-24

XYZ

BLOCK INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

RSPU

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

0.92%

Shares3.4K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-1.54%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.36%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ONC

BEONE MEDICINES LTD

0.00%

Shares588

Event2026-06-30

Filed2026-07-24

EWBC

EAST WEST BANCORP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

0.00%

Shares828

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.00%

Shares820

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares480

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

0.10%

Shares955

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AMERIPRISE FINL INC

0.00%

Shares338

Event2026-06-30

Filed2026-07-24

FHLC

FIDELITY COVINGTON TRUST

0.30%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IMCG

ISHARES TR

0.13%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

0.86%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

STNE

STONECO LTD

2.95%

Shares14.1K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

FIW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

-7.24%

Shares4.3K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

1.24%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.00%

Shares343

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

0.00%

Shares611

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

0.00%

Shares425

Event2026-06-30

Filed2026-07-24

ARGENX SE

0.00%

Shares145

Event2026-06-30

Filed2026-07-24

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

0.00%

Shares700

Event2026-06-30

Filed2026-07-24

CRSP

CRISPR THERAPEUTICS AG

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

STRATEGY INC

172.09%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

0.00%

Shares129

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

299.74%

Shares1.6K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-5.87%

Shares1.4K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

34.60%

Shares2.3K

Event2026-06-30

Filed2026-07-24

RPRX

ROYALTY PHARMA PLC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

0.23%

Shares438

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares191

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares123

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

0.00%

Shares226

Event2026-06-30

Filed2026-07-24

ON SEMICONDUCTOR CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

INCY

INCYTE CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

MFC

MANULIFE FINL CORP

54.47%

Shares2.7K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

0.00%

Shares225

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

-0.16%

Shares610

Event2026-06-30

Filed2026-07-24

ICLN

ISHARES TR

4.87%

Shares5.1K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

0.00%

Shares380

Event2026-06-30

Filed2026-07-24

OTTR

OTTER TAIL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SLYG

SPDR SERIES TRUST

-9.68%

Shares868

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

0.00%

Shares135

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

8.58%

Shares329

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ET

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-24

FMDE

FIDELITY COVINGTON TRUST

484.26%

Shares2.4K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.00%

Shares512

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

DTM

DT MIDSTREAM INC

0.31%

Shares643

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

0.00%

Shares775

Event2026-06-30

Filed2026-07-24

VICE

ADVISORSHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

FREL

FIDELITY COVINGTON TRUST

0.92%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

29.82%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-42.81%

Shares549

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS N V

0.00%

Shares321

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

69.44%

Shares1.0K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

USRT

ISHARES TR

0.61%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.25%

Shares396

Event2026-06-30

Filed2026-07-24

CGHM

CAPITAL GRP FIXED INCM ETF T

0.39%

Shares3.4K

Event2026-06-30

Filed2026-07-24

INSULET CORP

0.00%

Shares572

Event2026-06-30

Filed2026-07-24

LRN

STRIDE INC

0.00%

Shares994

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

-4.37%

Shares657

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.23%

Shares1.7K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

0.00%

Shares365

Event2026-06-30

Filed2026-07-24

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

FLEX

FLEX LTD

0.00%

Shares490

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.00%

Shares232

Event2026-06-30

Filed2026-07-24

JD.COM INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

0.00%

Shares362

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC

0.00%

Shares428

Event2026-06-30

Filed2026-07-24

IYC

ISHARES TR

0.00%

Shares760

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

0.00%

Shares546

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

0.55%

Shares734

Event2026-06-30

Filed2026-07-24

COIN

COINBASE GLOBAL INC

0.00%

Shares513

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

15.63%

Shares466

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

0.00%

Shares708

Event2026-06-30

Filed2026-07-24

BUNGE GLOBAL SA

0.00%

Shares685

Event2026-06-30

Filed2026-07-24

FFLG

FIDELITY COVINGTON TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

0.44%

Shares226

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

0.00%

Shares31

Event2026-06-30

Filed2026-07-24

COMT

ISHARES U S ETF TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ILMN

ILLUMINA INC

0.00%

Shares392

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC

-1.16%

Shares764

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares248

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

-63.62%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TRANSMEDICS GROUP INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares235

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.00%

Shares560

Event2026-06-30

Filed2026-07-24

FRI

FIRST TR EXCHANGE-TRADED FD

0.34%

Shares2.1K

Event2026-06-30

Filed2026-07-24

XMAG

TIDAL TRUST II

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

HTHT

H WORLD GROUP LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.23%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IGF

ISHARES TR

0.00%

Shares946

Event2026-06-30

Filed2026-07-24

DOCN

DIGITALOCEAN HLDGS INC

-4.76%

Shares400

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

18.55%

Shares147

Event2026-06-30

Filed2026-07-24

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares209

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.00%

Shares406

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

0.00%

Shares767

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

0.00%

Shares304

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares320

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

0.00%

Shares95

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.09%

Shares4.3K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

XPEV

XPENG INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

0.00%

Shares340

Event2026-06-30

Filed2026-07-24

NICE

NICE LTD

0.00%

Shares635

Event2026-06-30

Filed2026-07-24

PFG

PRINCIPAL FINANCIAL GROUP IN

124.79%

Shares535

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

-3.30%

Shares440

Event2026-06-30

Filed2026-07-24

LUMENTUM HLDGS INC

0.00%

Shares66

Event2026-06-30

Filed2026-07-24

IHI

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares426

Event2026-06-30

Filed2026-07-24

TEAM

ATLASSIAN CORPORATION

0.00%

Shares718

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

0.00%

Shares944

Event2026-06-30

Filed2026-07-24

BRUNSWICK CORP

0.00%

Shares645

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

58.22%

Shares712

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.45%

Shares224

Event2026-06-30

Filed2026-07-24

BAILLIE GIFFORD ETF TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

FLUT

FLUTTER ENTMT PLC

0.00%

Shares517

Event2026-06-30

Filed2026-07-24

DOCU

DOCUSIGN INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares135

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-24

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

0.00%

Shares327

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

MOH

MOLINA HEALTHCARE INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-24

SDG

ISHARES TR

0.73%

Shares554

Event2026-06-30

Filed2026-07-24

UHAL.B

U HAUL HOLDING COMPANY

0.00%

Shares855

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ASG

LIBERTY ALL-STAR GROWTH FD I

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

BLDR

BUILDERS FIRSTSOURCE INC

0.00%

Shares535

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares263

Event2026-06-30

Filed2026-07-24

MAS

MASCO CORP

0.00%

Shares580

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC

0.00%

Shares265

Event2026-06-30

Filed2026-07-24

FTMN

PUTNAM ETF TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.61%

Shares1.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

154.44%

Shares458

Event2026-06-30

Filed2026-07-24

TOYOTA MOTOR CORP

0.00%

Shares267

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

0.00%

Shares166

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

-11.66%

Shares197

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

0.15%

Shares653

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

-3.04%

Shares287

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

THG

HANOVER INS GROUP INC

-37.50%

Shares200

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

1.35%

Shares449

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares833

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

907.14%

Shares141

Event2026-06-30

Filed2026-07-24

CVE

CENOVUS ENERGY INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SSNC

SS&C TECH HLDGS

0.00%

Shares670

Event2026-06-30

Filed2026-07-24

CCI

CROWN CASTLE INC

0.92%

Shares549

Event2026-06-30

Filed2026-07-24

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

HAS

HASBRO INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares140

Event2026-06-30

Filed2026-07-24

CGGE

CAPITAL GROUP GLOBAL EQUITY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

0.00%

Shares113

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares185

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

0.49%

Shares410

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares989

Event2026-06-30

Filed2026-07-24

RDDT

REDDIT INC

0.00%

Shares224

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

0.00%

Shares262

Event2026-06-30

Filed2026-07-24

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares505

Event2026-06-30

Filed2026-07-24

IYF

ISHARES TR

0.00%

Shares301

Event2026-06-30

Filed2026-07-24

EWJ

ISHARES INC

0.00%

Shares410

Event2026-06-30

Filed2026-07-24

CYRX

CRYOPORT INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ITB

ISHARES TR

0.00%

Shares365

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

0.00%

Shares109

Event2026-06-30

Filed2026-07-24

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares148

Event2026-06-30

Filed2026-07-24

GMAB

GENMAB A/S

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

0.00%

Shares338

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

0.32%

Shares625

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares381

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.19%

Shares529

Event2026-06-30

Filed2026-07-24

COKE

COCA COLA CONS INC

0.00%

Shares183

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares142

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.34%

Shares294

Event2026-06-30

Filed2026-07-24

PHM

PULTE GROUP INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares200

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.57%

Shares711

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.00%

Shares224

Event2026-06-30

Filed2026-07-24

WDAY

WORKDAY INC

0.00%

Shares277

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

0.18%

Shares564

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-24

UNITY SOFTWARE INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

0.00%

Shares427

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.33%

Shares306

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

0.00%

Shares571

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.00%

Shares450

Event2026-06-30

Filed2026-07-24

FLQM

FRANKLIN TEMPLETON ETF TR

New

Shares555

Event2026-06-30

Filed2026-07-24

THOMSON REUTERS CORP

New

Shares393

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

470.59%

Shares388

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

0.00%

Shares637

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

New

Shares38

Event2026-06-30

Filed2026-07-24

AVA

AVISTA CORP

0.00%

Shares768

Event2026-06-30

Filed2026-07-24

PBE

INVESCO EXCHANGE TRADED FD T

0.00%

Shares350

Event2026-06-30

Filed2026-07-24

ADOBE INC

0.00%

Shares151

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED

0.00%

Shares365

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares375

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

809.09%

Shares100

Event2026-06-30

Filed2026-07-24

IWY

ISHARES TR

0.00%

Shares103

Event2026-06-30

Filed2026-07-24

PIPR

PIPER SANDLER COMPANIES

0.00%

Shares412

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

0.00%

Shares238

Event2026-06-30

Filed2026-07-24

ILCB

ISHARES TR

0.36%

Shares276

Event2026-06-30

Filed2026-07-24

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares550

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

0.00%

Shares240

Event2026-06-30

Filed2026-07-24

SUNCOR ENERGY INC NEW

0.00%

Shares524

Event2026-06-30

Filed2026-07-24

KROGER CO

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

PBW

INVESCO EXCHANGE TRADED FD T

21.40%

Shares709

Event2026-06-30

Filed2026-07-24

DEXCOM INC

0.00%

Shares408

Event2026-06-30

Filed2026-07-24

GSK PLC

0.00%

Shares517

Event2026-06-30

Filed2026-07-24

FISERV INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares419

Event2026-06-30

Filed2026-07-24

LOGI

LOGITECH INTL S A

0.00%

Shares281

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC

0.47%

Shares644

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

0.89%

Shares564

Event2026-06-30

Filed2026-07-24

FMAT

FIDELITY COVINGTON TRUST

0.22%

Shares449

Event2026-06-30

Filed2026-07-24

KURE

KRANESHARES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

0.00%

Shares210

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

AIEQ

AMPLIFY ETF TR

-9.38%

Shares512

Event2026-06-30

Filed2026-07-24

ORI

OLD REP INTL CORP

0.82%

Shares616

Event2026-06-30

Filed2026-07-24

MKC

MCCORMICK & CO INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

BP PLC

0.00%

Shares680

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.00%

Shares144

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

New

Shares267

Event2026-06-30

Filed2026-07-24

FFTY

CAPITAL-FORCE ETF TR

New

Shares554

Event2026-06-30

Filed2026-07-24

FIRST TR EXCHANGE TRADED FD

0.00%

Shares317

Event2026-06-30

Filed2026-07-24

JMTG

J P MORGAN EXCHANGE TRADED F

1.07%

Shares473

Event2026-06-30

Filed2026-07-24

ZSCALER INC

New

Shares167

Event2026-06-30

Filed2026-07-24

OGIG

ALPS ETF TR

0.00%

Shares521

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

0.00%

Shares210

Event2026-06-30

Filed2026-07-24

TAK

TAKEDA PHARMACEUTICAL CO LTD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

0.00%

Shares145

Event2026-06-30

Filed2026-07-24

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares160

Event2026-06-30

Filed2026-07-24

CORTEVA INC

0.00%

Shares264

Event2026-06-30

Filed2026-07-24

HRL

HORMEL FOODS CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-24

VTRS

VIATRIS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

KWEB

KRANESHARES TRUST

0.00%

Shares883

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

0.00%

Shares132

Event2026-06-30

Filed2026-07-24

VSNT

VERSANT MEDIA GROUP INC

-4.82%

Shares592

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.28%

Shares727

Event2026-06-30

Filed2026-07-24

NUDV

NUSHARES ETF TR

0.47%

Shares644

Event2026-06-30

Filed2026-07-24

CPNG

COUPANG INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

OWL

BLUE OWL CAPITAL INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

OKTA

OKTA INC

0.00%

Shares147

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

0.00%

Shares255

Event2026-06-30

Filed2026-07-24

SAP

SAP SE

0.00%

Shares125

Event2026-06-30

Filed2026-07-24

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares130

Event2026-06-30

Filed2026-07-24

AUTONATION INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

RPM

RPM INTL INC

0.00%

Shares165

Event2026-06-30

Filed2026-07-24

OSK

OSHKOSH CORP

0.00%

Shares118

Event2026-06-30

Filed2026-07-24

DRI

DARDEN RESTAURANTS INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-24

SCCO

SOUTHERN COPPER CORP

0.97%

Shares104

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares115

Event2026-06-30

Filed2026-07-24

BBH

VANECK ETF TRUST

0.00%

Shares88

Event2026-06-30

Filed2026-07-24

NXST

NEXSTAR MEDIA GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

GMED

GLOBUS MED INC

0.00%

Shares223

Event2026-06-30

Filed2026-07-24

BGRN

ISHARES TR

1.09%

Shares371

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.41%

Shares243

Event2026-06-30

Filed2026-07-24

TRIP COM GROUP LTD

0.00%

Shares434

Event2026-06-30

Filed2026-07-24

DEO

DIAGEO PLC

0.00%

Shares215

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

0.00%

Shares217

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares209

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares49

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares39

Event2026-06-30

Filed2026-07-24

CENTERPOINT ENERGY INC

-10.33%

Shares382

Event2026-06-30

Filed2026-07-24

XAR

SPDR SERIES TRUST

126.92%

Shares59

Event2026-06-30

Filed2026-07-24

XHB

SPDR SERIES TRUST

0.00%

Shares144

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

0.00%

Shares109

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

0.00%

Shares160

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-13.14%

Shares119

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

0.00%

Shares328

Event2026-06-30

Filed2026-07-24

MRNA

MODERNA INC

0.00%

Shares230

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares353

Event2026-06-30

Filed2026-07-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY

0.00%

Shares422

Event2026-06-30

Filed2026-07-24

TSN

TYSON FOODS INC

1.10%

Shares276

Event2026-06-30

Filed2026-07-24

EWJV

ISHARES TR

0.85%

Shares357

Event2026-06-30

Filed2026-07-24

CELCUITY INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-24

AFK

VANECK ETF TRUST

0.00%

Shares605

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

0.00%

Shares170

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY

0.00%

Shares210

Event2026-06-30

Filed2026-07-24

IDA

IDACORP INC

0.00%

Shares99

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares88

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares688

Event2026-06-30

Filed2026-07-24

LRGE

LEGG MASON ETF INVT

0.00%

Shares171

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available