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The Analysis of Legacy Financial Advisors, Inc.'s Holdings & P&L

Currently, Legacy Financial Advisors, Inc. holds 435 types of securities in its portfolio with a total value $820.4M. In the most recent quarter, they have increased their positions in N/A (+24.7K shares, valued at $3.4M), KLAC (+7.3K shares, valued at $2.2M), AAPL (+5.5K shares, valued at $1.6M); decreased their positions in MU (-2.2K shares, valued at $2.5M), PSX (-4.9K shares, valued at $822.8K), ITOT (-5.0K shares, valued at $813.5K); initiated new positions in N/A (+24.7K shares, valued at $3.4M), N/A (+60.6K shares, valued at $1.5M), CLSE (+32.6K shares, valued at $1.1M).

1M P&L

+4.7M+0.65%

3M P&L

+21.3M+3.03%

HY P&L

+65.3M+9.89%

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/A341.5M

47.4%

2Semiconductors49.0M

6.8%

3Consumer Electronics26.1M

3.6%

Top Industries by Stock Count

1N/A67 stocks

17.7%

2Banks - Regional14 stocks

3.7%

3Utilities - Regulated Electric13 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND732.7K shares1.42%2026-06-302026-08-05

DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND860.4K shares0.91%2026-06-302026-08-05

FRDM FREEDOM 100 EMERGING MARKETS ETF394.5K shares2.01%2026-06-302026-08-05

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF164.3K shares-2.93%2026-06-302026-08-05

AAPL APPLE INC90.1K shares6.53%2026-06-302026-08-05

NVDA NVIDIA CORP123.0K shares0.20%2026-06-302026-08-05

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST226.8K shares0.51%2026-06-302026-08-05

QGRW WISDOMTREE U.S. QUALITY GROWTH FUND336.7K shares1.02%2026-06-302026-08-05

Sponsored

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND836.4K shares2.71%2026-06-302026-08-05

MSFT MICROSOFT39.2K shares11.69%2026-06-302026-08-05

GOOGL GOOGLE INC35.8K shares3.86%2026-06-302026-08-05

GQI NATIXIS GATEWAY QUALITY INCOME ETF214.0K shares2.05%2026-06-302026-08-05

VFLO VICTORYSHARES FREE CASH FLOW ETF276.6K shares5.20%2026-06-302026-08-05

PG PROCTER & GAMBLE CO COM82.3K shares-5.19%2026-06-302026-08-05

AMZN AMAZON.COM INC50.3K shares8.00%2026-06-302026-08-05

JMUB JPMORGAN MUNICIPAL ETF230.8K shares2.24%2026-06-302026-08-05

Sponsored

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM35.0K shares3.24%2026-06-302026-08-05

GOOG ALPHABET INC CAP STK CL C30.5K shares4.82%2026-06-302026-08-05

DGRO ISHARES CORE DIVIDEND GROWTH ETF141.8K shares-2.75%2026-06-302026-08-05

MU MICRON TECHNOLOGY7.2K shares-22.99%2026-06-302026-08-05

AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD20.8K shares7.46%2026-06-302026-08-05

TSLA TESLA MOTORS INC16.8K shares5.19%2026-06-302026-08-05

VANGUARD TOTAL STK MKT VANGUARD TOTAL STK MKT17.2K shares-3.53%2026-06-302026-08-05

META PLATFORMS INC CL A META PLATFORMS INC CL A11.1K shares-3.44%2026-06-302026-08-05

Sponsored

AMD ADVANCED MICRO DEVICES INC COM10.3K shares6.59%2026-06-302026-08-05

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF222.1K shares17.15%2026-06-302026-08-05

INTC INTEL CORP COM36.7K shares19.91%2026-06-302026-08-05

APPLIED MATLS INC COM APPLIED MATLS INC COM6.8K shares1.73%2026-06-302026-08-05

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF50.4K shares-2.91%2026-06-302026-08-05

VONG VANGUARD RUSSELL 1000 GROWTH ETF37.9K shares-3.01%2026-06-302026-08-05

VISA INC VISA INC13.7K shares3.00%2026-06-302026-08-05

ISHARES S&P 500 INDEX ISHARES S&P 500 INDEX5.7K shares-4.70%2026-06-302026-08-05

Sponsored

LRCX LAM RESEARCH CORP9.6K shares4.61%2026-06-302026-08-05

LLY ELI LILLY & CO COM3.4K shares7.98%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC COM16.2K shares1.39%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.9K shares4.04%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON COM15.5K shares1.99%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC32.6K shares1.33%2026-06-302026-08-05

VEA VANGUARD FTSE DEVELOPED MARKETS ETF53.5K shares2.96%2026-06-302026-08-05

JPST JPMORGAN ULTRA-SHORT INCOME ETF73.7K shares-1.76%2026-06-302026-08-05

Sponsored

MRK MERCK & CO INC28.9K shares2.95%2026-06-302026-08-05

SPHQ INVESCO S&P 500 QUALITY ETF39.7K shares2.48%2026-06-302026-08-05

WMT WALMART INC COM31.5K shares-0.03%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP61.4K shares-14.07%2026-06-302026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS24.7K sharesnew addition2026-06-302026-08-05

NETFLIX COM INC NETFLIX COM INC45.4K shares-10.14%2026-06-302026-08-05

ORACLE CORPORATION ORACLE CORPORATION22.0K shares8.94%2026-06-302026-08-05

BAC BANK OF AMER CORP COM56.5K shares3.11%2026-06-302026-08-05

Sponsored

CAT CATERPILLAR INC COM2.9K shares5.07%2026-06-302026-08-05

GE GE AEROSPACE COM NEW8.1K shares1.17%2026-06-302026-08-05

GEV GE VERNOVA INC COM2.6K shares1.62%2026-06-302026-08-05

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF3.8K shares-6.56%2026-06-302026-08-05

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF50.7K shares3.12%2026-06-302026-08-05

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF26.3K shares-12.92%2026-06-302026-08-05

C CITIGROUP INC18.7K shares-2.01%2026-06-302026-08-05

CVX CHEVRON CORPORATION COM15.5K shares8.93%2026-06-302026-08-05

Sponsored

ABBVIE INC COM ABBVIE INC COM10.0K shares9.79%2026-06-302026-08-05

KLAC KLA-TENCOR CORP8.0K shares967.37%2026-06-302026-08-05

IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF53.2K shares3.20%2026-06-302026-08-05

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF91.2K shares-1.45%2026-06-302026-08-05

KO COCA COLA CO COM28.3K shares1.64%2026-06-302026-08-05

BA BOEING CO COM10.6K shares3.91%2026-06-302026-08-05

HD HOME DEPOT6.5K shares11.40%2026-06-302026-08-05

USB US BANCORP COM NEW36.5K shares1.00%2026-06-302026-08-05

Sponsored

RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF36.9K shares3.27%2026-06-302026-08-05

HLMN HILLMAN SOLUTIONS CORP COM252.5K shares0.00%2026-06-302026-08-05

UNP UNION PAC CORP COM7.7K shares5.38%2026-06-302026-08-05

CRM SALESFORCE COM13.1K shares15.34%2026-06-302026-08-05

WFC WELLS FARGO & CO COM24.8K shares13.02%2026-06-302026-08-05

MASTERCARD INC MASTERCARD INC3.9K shares3.87%2026-06-302026-08-05

IBM INTL BUSINESS MACHINES6.9K shares7.57%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC COM5.5K shares60.89%2026-06-302026-08-05

Sponsored

QQQ POWERSHARES QQQ TR2.6K shares-0.27%2026-06-302026-08-05

COF CAPITAL ONE FINANCIAL CORP9.3K shares17.80%2026-06-302026-08-05

ABNB AIRBNB INC COM CL A13.0K shares-2.51%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC10.0K shares0.41%2026-06-302026-08-05

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF25.8K shares6.22%2026-06-302026-08-05

SNA SNAP ON INC COM4.5K shares-4.17%2026-06-302026-08-05

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP1.9K shares0.63%2026-06-302026-08-05

COP CONOCOPHILLIPS COM17.3K shares-3.61%2026-06-302026-08-05

Sponsored

GS GOLDMAN SACHS GROUP INC1.8K shares1.27%2026-06-302026-08-05

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF43.2K shares3.31%2026-06-302026-08-05

DAL DELTA AIR LINES INC DEL CMN18.5K shares-7.42%2026-06-302026-08-05

TXN TEXAS INSTRS INC COM5.7K shares19.54%2026-06-302026-08-05

TJX TJX COS INC NEW COM11.1K shares-0.13%2026-06-302026-08-05

RTX CORPORATION COM RTX CORPORATION COM8.8K shares3.13%2026-06-302026-08-05

ADI ANALOG DEVICES INC COM4.2K shares4.69%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS IN3.1K shares-0.16%2026-06-302026-08-05

Sponsored

FFBC 1ST FINL BANCORP COM45.9K shares235.33%2026-06-302026-08-05

MAN ACTIVE HIGH YIELD ETF MAN ACTIVE HIGH YIELD ETF60.6K sharesnew addition2026-06-302026-08-05

UNITEDHEALTH GROUP UNITEDHEALTH GROUP3.7K shares49.15%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO COM26.2K shares-3.40%2026-06-302026-08-05

CHUBB LIMITED COM CHUBB LIMITED COM4.4K shares1.73%2026-06-302026-08-05

CORTEVA INC COM CORTEVA INC COM17.7K shares-3.72%2026-06-302026-08-05

XMHQ INVESCO S&P MIDCAP QUALITY ETF13.1K shares7.76%2026-06-302026-08-05

TRGP TARGA RES CORP COM5.4K shares-3.61%2026-06-302026-08-05

Sponsored

MCD MCDONALDS CORP COM5.3K shares-7.65%2026-06-302026-08-05

GLD SPDR GOLD ETF3.9K shares0.00%2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP14.6K shares-2.59%2026-06-302026-08-05

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY1.4K shares0.70%2026-06-302026-08-05

DIS DISNEY WALT CO COM14.3K shares11.13%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY A COM3.5K shares1.06%2026-06-302026-08-05

MS MORGAN STANLEY6.4K shares11.38%2026-06-302026-08-05

SBUX STARBUCKS CORP13.1K shares0.43%2026-06-302026-08-05

Sponsored

LIN LINDE PLC SHS2.6K shares1.98%2026-06-302026-08-05

KDP KEURIG DR PEPPER INC COM40.3K shares-8.23%2026-06-302026-08-05

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND24.7K shares-2.27%2026-06-302026-08-05

NKE NIKE INC CLASS B31.6K shares18.03%2026-06-302026-08-05

ETN EATON CORP PLC SHS3.0K shares17.19%2026-06-302026-08-05

SHOP SHOPIFY INC CL A SUB VTG SHS11.3K shares-0.77%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC COM NEW3.1K shares7.80%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP COM2.0K shares-3.24%2026-06-302026-08-05

Sponsored

SCHW CHARLES SCHWAB CORP13.8K shares-0.70%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A10.9K shares-25.74%2026-06-302026-08-05

DE DEERE & CO COM2.0K shares5.12%2026-06-302026-08-05

AMGN AMGEN INC3.4K shares0.77%2026-06-302026-08-05

SNDK SANDISK CORP COM541 shares15.35%2026-06-302026-08-05

APH AMPHENOL CORP CL A6.8K shares46.95%2026-06-302026-08-05

ALLY FINL INC COM ALLY FINL INC COM25.3K shares-4.14%2026-06-302026-08-05

KE KIMBALL ELECTRONICS INC COM45.4K shares0.00%2026-06-302026-08-05

Sponsored

CTAS CINTAS CORP6.8K shares0.49%2026-06-302026-08-05

ANET ARISTA NETWORKS INC COM SHS6.8K shares22.42%2026-06-302026-08-05

FI FISERV INC23.4K shares-0.09%2026-06-302026-08-05

GM GENERAL MOTORS CORP14.6K shares-2.87%2026-06-302026-08-05

QCOM QUALCOMM INC COM6.1K shares-17.90%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE INC COM9.1K shares-1.92%2026-06-302026-08-05

CLSE CONVERGENCE LONG/SHORT EQUITY ETF32.6K sharesnew addition2026-06-302026-08-05

MPC MARATHON PETE CORP4.3K shares-25.19%2026-06-302026-08-05

Sponsored

RY ROYAL BANK OF CANADA5.2K shares-5.37%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS25.5K shares3.21%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A1.4K shares25.81%2026-06-302026-08-05

MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF12.1K shares388.92%2026-06-302026-08-05

AIG AMERICAN INTL GROUP INC COM NEW14.2K shares3.51%2026-06-302026-08-05

PEP PEPSICO INC COM7.8K shares-10.23%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC COM2.1K shares5.91%2026-06-302026-08-05

USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD10.8K shares-2.28%2026-06-302026-08-05

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF20.3K shares-3.01%2026-06-302026-08-05

ALL ALLSTATE CORP4.3K shares0.54%2026-06-302026-08-05

FIX COMFORT SYS USA INC COM516 shares9.79%2026-06-302026-08-05

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM11.7K shares2.28%2026-06-302026-08-05

DOV DOVER CORP COM4.5K shares-0.55%2026-06-302026-08-05

TFC TRUIST FINL CORP COM20.2K shares0.04%2026-06-302026-08-05

FCNCA FIRST CTZNS BANCSHARES INC DEL CL A479 shares-1.64%2026-06-302026-08-05

WTW WILLIS TOWERS WATSON PLC LTD SHS3.7K shares-4.87%2026-06-302026-08-05

Sponsored

IQV IQVIA HLDGS INC COM5.0K shares2.64%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO COM2.9K shares-10.02%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP COM983 shares2.93%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW COM NEW7.6K shares2.35%2026-06-302026-08-05

RGA REINSURANCE GROUP AMER INC COM NEW4.4K shares-3.12%2026-06-302026-08-05

REGN REGENERON PHARMACEUTICALS INC1.4K shares-7.35%2026-06-302026-08-05

MAN ACTIVE INCOME ETF MAN ACTIVE INCOME ETF35.0K sharesnew addition2026-06-302026-08-05

IUSG ISHARES CORE S&P U.S. GROWTH ETF4.8K shares0.00%2026-06-302026-08-05

Sponsored

XEL XCEL ENERGY INC COM10.8K shares-1.72%2026-06-302026-08-05

FDX FEDEX CORP2.7K shares3.46%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL, INC.2.1K shares-0.43%2026-06-302026-08-05

PFE PFIZER INC COM34.4K shares-13.59%2026-06-302026-08-05

ZBH ZIMMER HLDGS INC9.6K shares-3.19%2026-06-302026-08-05

RH RH COM5.0K shares149.18%2026-06-302026-08-05

AER AERCAP HOLDINGS N V SHS5.6K shares4.53%2026-06-302026-08-05

ACCENTURE LTD BERMUDA CL A ACCENTURE LTD BERMUDA CL A6.6K shares32.85%2026-06-302026-08-05

Sponsored

BSV VANGUARD SHORT-TERM BOND ETF10.3K shares-9.17%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC COM4.5K shares2239.79%2026-06-302026-08-05

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK12.4K shares0.46%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC COM4.8K shares-27.32%2026-06-302026-08-05

BLK BLACKROCK INC822 shares3.14%2026-06-302026-08-05

SYY SYSCO CORP COM9.4K sharesnew addition2026-06-302026-08-05

GPN GLOBAL PAYMENTS INC10.7K shares4.33%2026-06-302026-08-05

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF34.7K shares-9.87%2026-06-302026-08-05

Sponsored

ENB ENBRIDGE INC COM14.2K shares4.45%2026-06-302026-08-05

ROYAL CARRIBBEAN CRUISES LTD ROYAL CARRIBBEAN CRUISES LTD2.4K shares0.54%2026-06-302026-08-05

EFX EQUIFAX INC COM4.8K shares7.44%2026-06-302026-08-05

STT STATE STR CORP COM4.5K shares-19.38%2026-06-302026-08-05

LOW LOWES COS INC COM3.4K shares-1.95%2026-06-302026-08-05

ORLY O REILLY AUTOMOTIVE INC8.2K shares2.02%2026-06-302026-08-05

FREEPORT MCMORAN COPPER FREEPORT MCMORAN COPPER11.8K shares7.05%2026-06-302026-08-05

T AT&T INC COM35.2K shares-0.48%2026-06-302026-08-05

Sponsored

IBRX IMMUNITYBIO INC COM81.2K shares0.72%2026-06-302026-08-05

UBS UBS AG NEW F14.2K shares-0.18%2026-06-302026-08-05

MAR MARRIOTT INTL INC1.9K shares3.89%2026-06-302026-08-05

XC WISDOMTREE TRUE EMERGING MARKETS FUND22.1K shares-32.78%2026-06-302026-08-05

HBAN HUNTINGTON BANCSHARES INC COM39.0K shares6.42%2026-06-302026-08-05

NDAQ NASDAQ STK MKT INC8.7K shares-3.01%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING INC COM3.1K shares5.67%2026-06-302026-08-05

MO ALTRIA GROUP INC COM9.5K shares1.92%2026-06-302026-08-05

Sponsored

MTB M & T BK CORP COM2.9K shares2.58%2026-06-302026-08-05

CMI CUMMINS INC COM955 shares2.03%2026-06-302026-08-05

GILD GILEAD SCIENCES INC5.4K shares-2.15%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP COM1.9K shares-7.49%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC SHS1.4K shares2.33%2026-06-302026-08-05

ADOBE SYS INC ADOBE SYS INC3.3K shares-10.41%2026-06-302026-08-05

CBRE CBRE GROUP INC A5.0K shares20.57%2026-06-302026-08-05

BMO BANK OF MONTREAL3.8K shares-5.32%2026-06-302026-08-05

Sponsored

ADSK AUTODESK INC3.4K shares-2.40%2026-06-302026-08-05

ROST ROSS STORES INC3.1K shares22.73%2026-06-302026-08-05

IYW ISHARES DJ US TECHNOLOGY2.6K shares-4.82%2026-06-302026-08-05

NEM NEWMONT CORP COM7.0K shares-15.24%2026-06-302026-08-05

JBHT JB HUNT TRANSPORT SERVICES2.3K shares3.30%2026-06-302026-08-05

SYF SYNCHRONY FINANCIAL COM8.5K shares-3.12%2026-06-302026-08-05

TD TORONTO DOMINION BANK5.3K shares-3.10%2026-06-302026-08-05

SNPS SYNOPSYS INC COM1.4K shares60.83%2026-06-302026-08-05

Sponsored

NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG66721130.4K shares84.45%2026-06-302026-08-05

CNC CENTENE CORP DEL9.9K shares-4.75%2026-06-302026-08-05

AON AON CORP1.9K shares46.46%2026-06-302026-08-05

YUM YUM! BRANDS INC3.9K shares-2.56%2026-06-302026-08-05

S&P GLOBAL INC COM S&P GLOBAL INC COM1.5K shares-19.13%2026-06-302026-08-05

TTE TOTALENERGIES SE ACT8.0K shares-1.65%2026-06-302026-08-05

PSX PHILLIPS 663.7K shares-56.96%2026-06-302026-08-05

XCEM COLUMBIA EM CORE EX-CHINA ETF11.7K shares-56.63%2026-06-302026-08-05

Sponsored

UPS UNITED PARCEL SERVICE INC5.7K shares0.38%2026-06-302026-08-05

GLW CORNING INC COM2.4K shares-1.83%2026-06-302026-08-05

NULV NUVEEN ESG LARGE-CAP VALUE ETF12.2K shares-1.94%2026-06-302026-08-05

EIX EDISON INTL COM8.2K shares0.43%2026-06-302026-08-05

SOUTHERN CO COM SOUTHERN CO COM6.4K shares11.45%2026-06-302026-08-05

TEL TE CONNECTIVITY LTD3.0K shares5.97%2026-06-302026-08-05

CDW CDW CORP COM4.3K shares0.02%2026-06-302026-08-05

CME CHICAGO MERCANTILE HLDGS INC2.7K shares-1.72%2026-06-302026-08-05

Sponsored

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM1.8K shares-3.78%2026-06-302026-08-05

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF10.8K shares0.00%2026-06-302026-08-05

ROP ROPER TECHNOLOGIES INC COM1.7K shares-15.72%2026-06-302026-08-05

PCG PG&E CORP COM34.5K shares-1.73%2026-06-302026-08-05

CP CANADIAN PACIFIC KANSAS CITY COM6.7K shares-3.05%2026-06-302026-08-05

PNFP PINNACLE FINL PARTNERS INC COM5.7K shares-11.47%2026-06-302026-08-05

TMUS T-MOBILE US INC COM3.5K shares26.95%2026-06-302026-08-05

SCHD SCHWAB US DIVIDEND EQUITY ETF18.2K shares0.11%2026-06-302026-08-05

Sponsored

MCK MCKESSON CORP761 shares-10.89%2026-06-302026-08-05

VOO VANGUARD S&P 500 ETF822 shares-0.48%2026-06-302026-08-05

PGR PROGRESSIVE CORP COM2.6K shares-9.05%2026-06-302026-08-05

RJF RAYMOND JAMES FINL INC3.7K shares-2.48%2026-06-302026-08-05

DVN DEVON ENERGY CORP13.4K shares207.46%2026-06-302026-08-05

CG CARLYLE GROUP INC COM13.1K shares0.77%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP1.1K shares-6.67%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC COM1.5K shares9.73%2026-06-302026-08-05

Sponsored

BK BANK OF NY MELLON CORP COM3.7K shares-0.16%2026-06-302026-08-05

MAS MASCO CORP COM6.6K shares2.07%2026-06-302026-08-05

MCO MOODYS CORP1.2K shares5.44%2026-06-302026-08-05

AEM AGNICO EAGLE MINES LTD COM3.5K shares-9.32%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS INC COM1.8K shares22.84%2026-06-302026-08-05

AMRZ AMRIZE LTD SHS10.0K shares-1.32%2026-06-302026-08-05

TER TERADYNE INC COM1.1K shares5.60%2026-06-302026-08-05

HLT HILTON WORLDWIDE HLDGS INC COM1.6K shares12.70%2026-06-302026-08-05

Sponsored

BNS BANK OF NOVA SCOTIA CMN5.9K shares8.03%2026-06-302026-08-05

HPQ HP INC COM23.5K shares4.23%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP11.9K shares91.04%2026-06-302026-08-05

QUANTA SERVICES INC QUANTA SERVICES INC696 shares5.61%2026-06-302026-08-05

FBIN FORTUNE BRANDS INNOVATIONS INC COM9.1K shares-0.92%2026-06-302026-08-05

ABT ABBOTT LABORATORIES COM5.5K shares-25.56%2026-06-302026-08-05

HPE HEWLETT PACKARD ENTERPRISE CO COM11.0K shares-2.48%2026-06-302026-08-05

ZM ZOOM COMMUNICATIONS INC CL A5.6K shares-0.90%2026-06-302026-08-05

Sponsored

ADM ARCHER DANIELS MIDLAND CO COM6.3K shares1.01%2026-06-302026-08-05

LULU LULULEMON ATHLETICA INC4.2K shares-12.91%2026-06-302026-08-05

CSX CSX CORP10.0K shares-15.72%2026-06-302026-08-05

FTNT FORTINET INC COM3.1K shares-20.83%2026-06-302026-08-05

THO THOR INDS INC6.3K shares-3.88%2026-06-302026-08-05

EXPD EXPEDITORS INTL WASH INC2.9K shares-1.73%2026-06-302026-08-05

DHR DANAHER CORP2.4K shares13.21%2026-06-302026-08-05

CAH CARDINAL HEALTH INC1.9K shares1.91%2026-06-302026-08-05

Sponsored

SERVICE NOW INC SERVICE NOW INC4.5K shares-32.00%2026-06-302026-08-05

EOG EOG RESOURCES INC3.5K shares-42.64%2026-06-302026-08-05

ILMN ILLUMINA INC2.6K shares-15.23%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC COM3.3K shares1.61%2026-06-302026-08-05

IJH ISHARES CORE S&P MID CAP ETF5.8K shares-4.54%2026-06-302026-08-05

SLV ISHARES SILVER TRUST ETF8.2K shares-0.02%2026-06-302026-08-05

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF5.3K shares0.00%2026-06-302026-08-05

EQH EQUITABLE HLDGS INC COM9.9K sharesnew addition2026-06-302026-08-05

Sponsored

SHW SHERWIN WILLIAMS CO COM1.3K shares8.09%2026-06-302026-08-05

IWR ISHARES TR RUSSELL MIDCAP INDEX FD3.9K shares0.00%2026-06-302026-08-05

CLF CLEVELAND-CLIFFS INC NEW COM45.5K shares9.47%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP COM5.2K shares42.24%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO COM CL A1.3K shares24.75%2026-06-302026-08-05

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-08-05

MEDTRONIC PLC SHS MEDTRONIC PLC SHS5.3K shares-5.34%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY GROUP LTD1.4K sharesnew addition2026-06-302026-08-05

Sponsored

NSC NORFOLK SOUTHERN CRP1.3K shares-0.30%2026-06-302026-08-05

SUNB SUNBELT RENTALS HOLDINGS INC SHS5.5K shares-16.41%2026-06-302026-08-05

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM1.9K sharesnew addition2026-06-302026-08-05

B BARRICK GOLD CORP F11.2K shares6.02%2026-06-302026-08-05

KR KROGER CO COM7.4K shares-2.40%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC COM1.5K shares-7.27%2026-06-302026-08-05

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC4.5K shares24.90%2026-06-302026-08-05

CIEN CIENA CORP819 shares-31.12%2026-06-302026-08-05

Sponsored

SYK STRYKER CORP1.3K shares-22.86%2026-06-302026-08-05

GPC GENUINE PARTS CO COM3.4K shares-13.09%2026-06-302026-08-05

CNH CNH INDL N V SHS35.4K shares-9.32%2026-06-302026-08-05

WMB WILLIAMS COS INC COM5.3K shares5.41%2026-06-302026-08-05

CHRW C H ROBINSON WORLDWIDE IN COM NEW2.1K shares1.20%2026-06-302026-08-05

CAG CONAGRA BRANDS INC COM29.5K shares39.80%2026-06-302026-08-05

CLSK CLEANSPARK INC COM NEW27.2K shares-26.84%2026-06-302026-08-05

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF6.0K shares-14.02%2026-06-302026-08-05

Sponsored

BN BROOKFIELD CORP CL A LTD VT SH9.2K shares7.34%2026-06-302026-08-05

VRSN VERISIGN INC1.6K shares34.72%2026-06-302026-08-05

FE FIRSTENERGY CORP8.2K shares4.75%2026-06-302026-08-05

FDS FACTSET RESH SYS INC COM1.7K shares83.68%2026-06-302026-08-05

BDC BELDEN CDT INC3.2K shares0.00%2026-06-302026-08-05

NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.3K shares-3.81%2026-06-302026-08-05

SEIC SEI INVESTMENTS CO4.4K shares-2.57%2026-06-302026-08-05

EA ELECTRONICS ARTS1.9K shares3.42%2026-06-302026-08-05

Sponsored

ECL ECOLAB INC COM1.4K shares-9.97%2026-06-302026-08-05

CRS CARPENTER TECHNOLOGY CORP COM619 shares18.36%2026-06-302026-08-05

CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A2.7K shares-6.07%2026-06-302026-08-05

VO VANGUARD MID CAP4.7K shares298.46%2026-06-302026-08-05

ETR ENTERGY CORP NEW COM3.3K shares12.44%2026-06-302026-08-05

JOHNSON CTLS INC JOHNSON CTLS INC2.5K shares38.47%2026-06-302026-08-05

WASTE MANAGEMENT INC WASTE MANAGEMENT INC1.7K shares-0.72%2026-06-302026-08-05

MLI MUELLER INDS INC COM3.0K shares0.33%2026-06-302026-08-05

Sponsored

FTI TECHNIPFMC PLC COM5.5K shares-0.07%2026-06-302026-08-05

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM424 shares25.07%2026-06-302026-08-05

URI UNITED RENTALS INC320 shares2.89%2026-06-302026-08-05

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM787 shares9.00%2026-06-302026-08-05

GNRC GENERAC HLDGS INC COM1.2K shares2.18%2026-06-302026-08-05

CI THE CIGNA GROUP COM1.3K shares-6.04%2026-06-302026-08-05

CMCSA COMCAST CORP NEW CL A14.5K shares-57.15%2026-06-302026-08-05

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF9.3K shares-2.75%2026-06-302026-08-05

Sponsored

VLO VALERO ENERGY CORP1.4K shares8.04%2026-06-302026-08-05

DOCU DOCUSIGN INC COM7.9K shares12.78%2026-06-302026-08-05

CVS CVS HEALTH CORP COM3.4K shares10.06%2026-06-302026-08-05

INCY INCYTE CORP3.1K shares-4.68%2026-06-302026-08-05

CNI CANADIAN NATL RY CO COM2.9K shares39.46%2026-06-302026-08-05

WBD DISCOVERY HLDG CO13.1K shares-43.67%2026-06-302026-08-05

AEO AMERICAN EAGLE OUTFITTERS20.2K sharesnew addition2026-06-302026-08-05

ED CONSOLIDATED EDISON INC COM3.1K shares11.51%2026-06-302026-08-05

Sponsored

VUG VANGUARD GROWTH ETF4.0K shares509.02%2026-06-302026-08-05

DATADOG INC CL A COM DATADOG INC CL A COM1.3K sharesnew addition2026-06-302026-08-05

ES EVERSOURCE ENERGY COM4.7K sharesnew addition2026-06-302026-08-05

CINF CINCINNATI FINL CORP COM1.8K shares-1.13%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC COM4.7K shares-46.53%2026-06-302026-08-05

QTUM DEFIANCE QUANTUM ETF2.0K shares-14.92%2026-06-302026-08-05

CRBG COREBRIDGE FINL INC COM11.8K shares-2.07%2026-06-302026-08-05

MOH MOLINA HEALTHCARE INC1.5K sharesnew addition2026-06-302026-08-05

Sponsored

EMR EMERSON ELEC CO COM2.3K shares-3.29%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC1.6K shares-0.32%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.4K shares2.76%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP COM643 shares-8.66%2026-06-302026-08-05

S SENTINELONE INC CL A19.3K sharesnew addition2026-06-302026-08-05

IWV ISHARES RUSSELL 3000 ETF754 shares-0.13%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO COM3.5K shares29.25%2026-06-302026-08-05

COR CENCORA INC COM1.1K shares-11.45%2026-06-302026-08-05

Sponsored

BWA BORG WARNER AUTOMOTIVE INC4.8K shares-3.12%2026-06-302026-08-05

XYZ BLOCK INC CL A4.1K shares9.65%2026-06-302026-08-05

DOMINION RESOURCES INC DOMINION RESOURCES INC4.6K shares-49.80%2026-06-302026-08-05

WCN WASTE CONNECTIONS INC1.9K sharesnew addition2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP COM1.2K shares-3.79%2026-06-302026-08-05

SMCI SUPER MICRO COMPUTER INC10.5K sharesnew addition2026-06-302026-08-05

WAB WABTEC COM1.1K shares3.45%2026-06-302026-08-05

GIS GENERAL MILLS INC COM8.8K sharesnew addition2026-06-302026-08-05

Sponsored

MSCI MSCI INC COM541 shares-0.18%2026-06-302026-08-05

DVA DAVITA INC COM1.4K sharesnew addition2026-06-302026-08-05

TGT TARGET CORP COM2.3K shares-54.73%2026-06-302026-08-05

AEE AMEREN CORP2.6K shares0.50%2026-06-302026-08-05

CNQ CANADIAN NATURAL RESOURCES LTD7.4K shares3.03%2026-06-302026-08-05

EME EMCOR GROUP INC COM354 shares1.14%2026-06-302026-08-05

TTWO TAKE-TWO INTERACTIVESOFTWRE1.2K sharesnew addition2026-06-302026-08-05

Q QNITY ELECTRONICS INC COMMON STOCK1.8K sharesnew addition2026-06-302026-08-05

Sponsored

BKR BAKER HUGHES INC5.1K shares2.13%2026-06-302026-08-05

IJR ISHARES S&P SMALLCAP 600 ETF1.9K shares0.00%2026-06-302026-08-05

SNX SYNNEX CORP1.1K sharesnew addition2026-06-302026-08-05

VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF1.4K shares-0.90%2026-06-302026-08-05

NTRA NATERA INC COM1.0K shares-14.86%2026-06-302026-08-05

OKE ONEOK INC NEW COM3.2K shares-1.39%2026-06-302026-08-05

VOT VANGUARD MID CAP GROWTH ETF901 shares0.00%2026-06-302026-08-05

NRG NRG ENERGY INC NEW1.9K shares16.80%2026-06-302026-08-05

Sponsored

NXP SEMICONDUCTORS NV COM NXP SEMICONDUCTORS NV COM979 sharesnew addition2026-06-302026-08-05

NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF12.8K shares-6.97%2026-06-302026-08-05

DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF5.3K shares-7.79%2026-06-302026-08-05

GWW WW GRAINGER INC COM202 shares4.66%2026-06-302026-08-05

CENTERPOINT ENERGY INC COM CENTERPOINT ENERGY INC COM6.2K shares-4.07%2026-06-302026-08-05

3M CO COM 3M CO COM1.7K shares-6.67%2026-06-302026-08-05

OXY OCCIDENTAL PETE CORP COM5.6K shares17.20%2026-06-302026-08-05

CFG CITIZENS FINL GROUP INC COM3.8K shares14.36%2026-06-302026-08-05

Sponsored

KMI KINDER MORGAN INC8.3K shares-3.17%2026-06-302026-08-05

SKYY FIRST TRUST CLOUD COMPUTING ETF2.0K shares-2.91%2026-06-302026-08-05

GBIL ACCESS TREASURY 0-1 YEAR ETF2.6K shares-49.99%2026-06-302026-08-05

HCA HCA INC678 shares-35.24%2026-06-302026-08-05

IBKR INTERACTIVE BROKERS GROUP INC COM CL A3.0K shares-2.02%2026-06-302026-08-05

AFL AFLAC INC COM2.2K shares-1.33%2026-06-302026-08-05

SLB SLB LIMITED COM STK5.6K shares2.75%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC COM886 shares26.93%2026-06-302026-08-05

Sponsored

EXEL EXELIXIS INC COM4.7K sharesnew addition2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC COM942 shares12.95%2026-06-302026-08-05

EBAY EBAY INC2.3K sharesnew addition2026-06-302026-08-05

INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF6.5K shares5.65%2026-06-302026-08-05

IWY ISHARES RUSSELL TOP 200 GROWTH ETF848 shares3.04%2026-06-302026-08-05

APPS DIGITAL TURBINE INC COM NEW19.1K shares0.38%2026-06-302026-08-05

IRDM IRIDIUM COMMUNICATIONS INC COM4.5K sharesnew addition2026-06-302026-08-05

ESGV VANGUARD ESG U.S. STOCK ETF1.8K shares-6.35%2026-06-302026-08-05

Sponsored

AKAMAI TECH AKAMAI TECH2.1K shares3.52%2026-06-302026-08-05

ARK BLOCKCHAIN & FINTECH INNOVATION ETF ARK BLOCKCHAIN & FINTECH INNOVATION ETF6.1K sharesnew addition2026-06-302026-08-05

CCL CARNIVAL CORP8.3K sharesnew addition2026-06-302026-08-05

HIG HARTFORD FINL SVCS GROUP INC1.8K shares-2.67%2026-06-302026-08-05

CM CANADIAN IMPERIAL BANK OF COMMERCE2.0K shares-5.14%2026-06-302026-08-05

TEMPUS AI INC CL A TEMPUS AI INC CL A4.1K sharesnew addition2026-06-302026-08-05

MFC MANULIFE FINL CORP COM5.7K sharesnew addition2026-06-302026-08-05

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS907 sharesnew addition2026-06-302026-08-05

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC COM659 sharesnew addition2026-06-302026-08-05

MDLZ MONDELEZ INTL INC CL A3.9K shares1.10%2026-06-302026-08-05

NTRS NORTHERN TR CORP COM1.3K sharesnew addition2026-06-302026-08-05

DKNG DRAFTKINGS INC NEW COM CL A8.9K sharesnew addition2026-06-302026-08-05

INTU INTUIT INC861 shares-41.63%2026-06-302026-08-05

ARW ARROW ELECTRS INC COM1.1K sharesnew addition2026-06-302026-08-05

PKG PACKAGING CORP OF AMERICA938 sharesnew addition2026-06-302026-08-05

TSN TYSON FOODS INC CL A3.9K shares-12.79%2026-06-302026-08-05

Sponsored

EQT EQT CORP COM4.2K shares-8.06%2026-06-302026-08-05

DTE DTE ENERGY CO COM1.5K sharesnew addition2026-06-302026-08-05

DB DEUTSCHE BK AG NAMEN AKT6.5K shares-5.39%2026-06-302026-08-05

TDG TRANSDIGM GROUP INC COM DELAWARE164 sharesnew addition2026-06-302026-08-05

ARAMARK COM ARAMARK COM3.8K sharesnew addition2026-06-302026-08-05

SCHX SCHWAB U.S. LARGE-CAP ETF7.3K sharesnew addition2026-06-302026-08-05

EXE EXPAND ENERGY CORPORATION COM2.4K shares28.00%2026-06-302026-08-05

SRE SEMPRA ENERGY2.3K shares3.02%2026-06-302026-08-05

Sponsored

CFR CULLEN FROST BANKERS INC COM1.4K sharesnew addition2026-06-302026-08-05

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK1.4K sharesnew addition2026-06-302026-08-05

DG DOLLAR GEN CORP1.8K shares-17.18%2026-06-302026-08-05

AZO AUTOZONE INC NEV66 shares-17.50%2026-06-302026-08-05

CBOE CBOE GLOBAL MKTS INC COM871 shares-4.60%2026-06-302026-08-05

WWD WOODWARD INC COM496 sharesnew addition2026-06-302026-08-05

FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF311.0K shares6.78%2026-06-302026-08-05

NBIX NEUROCRINE BIOSCIENCES INC COM1.2K shares-34.28%2026-06-302026-08-05

Sponsored

PAYX PAYCHEX INC2.1K sharesnew addition2026-06-302026-08-05

PB PROSPERITY BANCSHARES INC2.8K sharesnew addition2026-06-302026-08-05

TXRH TEXAS ROADHOUSE INC1.1K shares-11.84%2026-06-302026-08-05

CMG CHIPOTLE MEXICAN GRILL INC6.0K shares-40.65%2026-06-302026-08-05

FTS FORTIS INC COM3.6K sharesnew addition2026-06-302026-08-05

VTRS VIATRIS INC COM12.8K shares-1.41%2026-06-302026-08-05

COHR II-VI INC516 sharesnew addition2026-06-302026-08-05

CHTR CHARTER COMMUNICATIONS INC CL A1.4K shares-37.76%2026-06-302026-08-05

Sponsored

CPNG COUPANG INC CL A11.6K sharesnew addition2026-06-302026-08-05

HP HELMERICH & PAYNE INC COM6.2K shares0.41%2026-06-302026-08-05

HACK AMPLIFY CYBERSECURITY ETF1.9K sharesnew addition2026-06-302026-08-05

HII HUNTINGTON INGALLS INDS INC COM720 shares-32.96%2026-06-302026-08-05

VIK VIKING HOLDINGS LTD ORD SHS1.9K sharesnew addition2026-06-302026-08-05

NU NU HLDGS LTD ORD SHS CL A14.7K shares39.91%2026-06-302026-08-05

F FORD MOTOR COMPANY12.9K shares-73.92%2026-06-302026-08-05

LAC LITHIUM AMERS CORP NEW COM SHS40.2K sharesnew addition2026-06-302026-08-05

Sponsored

GPK GRAPHIC PACKAGING CORP DEL12.2K sharesnew addition2026-06-302026-08-05

SNAP SNAP INC CL A15.6K sharesnew addition2026-06-302026-08-05

ALIGHT INC COM SHS CL A ALIGHT INC COM SHS CL A16.8K sharesnew addition2026-06-302026-08-05

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

1.42%

Shares732.7K

Event2026-06-30

Filed2026-08-05

DIVI

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

0.91%

Shares860.4K

Event2026-06-30

Filed2026-08-05

FRDM

FREEDOM 100 EMERGING MARKETS ETF

2.01%

Shares394.5K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-2.93%

Shares164.3K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

6.53%

Shares90.1K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORP

0.20%

Shares123.0K

Event2026-06-30

Filed2026-08-05

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

0.51%

Shares226.8K

Event2026-06-30

Filed2026-08-05

QGRW

WISDOMTREE U.S. QUALITY GROWTH FUND

1.02%

Shares336.7K

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

2.71%

Shares836.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT

11.69%

Shares39.2K

Event2026-06-30

Filed2026-08-05

GOOGL

GOOGLE INC

3.86%

Shares35.8K

Event2026-06-30

Filed2026-08-05

GQI

NATIXIS GATEWAY QUALITY INCOME ETF

2.05%

Shares214.0K

Event2026-06-30

Filed2026-08-05

VFLO

VICTORYSHARES FREE CASH FLOW ETF

5.20%

Shares276.6K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO COM

-5.19%

Shares82.3K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON.COM INC

8.00%

Shares50.3K

Event2026-06-30

Filed2026-08-05

JMUB

JPMORGAN MUNICIPAL ETF

2.24%

Shares230.8K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO COM

3.24%

Shares35.0K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC CAP STK CL C

4.82%

Shares30.5K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-2.75%

Shares141.8K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY

-22.99%

Shares7.2K

Event2026-06-30

Filed2026-08-05

AVAGO TECHNOLOGIES LTD

7.46%

Shares20.8K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA MOTORS INC

5.19%

Shares16.8K

Event2026-06-30

Filed2026-08-05

VANGUARD TOTAL STK MKT

-3.53%

Shares17.2K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC CL A

-3.44%

Shares11.1K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC COM

6.59%

Shares10.3K

Event2026-06-30

Filed2026-08-05

FLMI

FRANKLIN DYNAMIC MUNICIPAL BOND ETF

17.15%

Shares222.1K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP COM

19.91%

Shares36.7K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC COM

1.73%

Shares6.8K

Event2026-06-30

Filed2026-08-05

ISHARES CORE MSCI EAFE ETF

-2.91%

Shares50.4K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-3.01%

Shares37.9K

Event2026-06-30

Filed2026-08-05

VISA INC

3.00%

Shares13.7K

Event2026-06-30

Filed2026-08-05

ISHARES S&P 500 INDEX

-4.70%

Shares5.7K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

4.61%

Shares9.6K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO COM

7.98%

Shares3.4K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC COM

1.39%

Shares16.2K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

4.04%

Shares7.9K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON COM

1.99%

Shares15.5K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

1.33%

Shares32.6K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.96%

Shares53.5K

Event2026-06-30

Filed2026-08-05

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-1.76%

Shares73.7K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

2.95%

Shares28.9K

Event2026-06-30

Filed2026-08-05

SPHQ

INVESCO S&P 500 QUALITY ETF

2.48%

Shares39.7K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC COM

-0.03%

Shares31.5K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

-14.07%

Shares61.4K

Event2026-06-30

Filed2026-08-05

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares24.7K

Event2026-06-30

Filed2026-08-05

NETFLIX COM INC

-10.14%

Shares45.4K

Event2026-06-30

Filed2026-08-05

ORACLE CORPORATION

8.94%

Shares22.0K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP COM

3.11%

Shares56.5K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC COM

5.07%

Shares2.9K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE COM NEW

1.17%

Shares8.1K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC COM

1.62%

Shares2.6K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR S&P 500 ETF

-6.56%

Shares3.8K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

3.12%

Shares50.7K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-12.92%

Shares26.3K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

-2.01%

Shares18.7K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION COM

8.93%

Shares15.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC COM

9.79%

Shares10.0K

Event2026-06-30

Filed2026-08-05

KLAC

KLA-TENCOR CORP

967.37%

Shares8.0K

Event2026-06-30

Filed2026-08-05

IDHQ

INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF

3.20%

Shares53.2K

Event2026-06-30

Filed2026-08-05

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

-1.45%

Shares91.2K

Event2026-06-30

Filed2026-08-05

COCA COLA CO COM

1.64%

Shares28.3K

Event2026-06-30

Filed2026-08-05

BOEING CO COM

3.91%

Shares10.6K

Event2026-06-30

Filed2026-08-05

HOME DEPOT

11.40%

Shares6.5K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP COM NEW

1.00%

Shares36.5K

Event2026-06-30

Filed2026-08-05

RWJ

INVESCO S&P SMALLCAP 600 REVENUE ETF

3.27%

Shares36.9K

Event2026-06-30

Filed2026-08-05

HLMN

HILLMAN SOLUTIONS CORP COM

0.00%

Shares252.5K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP COM

5.38%

Shares7.7K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE COM

15.34%

Shares13.1K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO COM

13.02%

Shares24.8K

Event2026-06-30

Filed2026-08-05

MASTERCARD INC

3.87%

Shares3.9K

Event2026-06-30

Filed2026-08-05

IBM

INTL BUSINESS MACHINES

7.57%

Shares6.9K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC COM

60.89%

Shares5.5K

Event2026-06-30

Filed2026-08-05

QQQ

POWERSHARES QQQ TR

-0.27%

Shares2.6K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINANCIAL CORP

17.80%

Shares9.3K

Event2026-06-30

Filed2026-08-05

ABNB

AIRBNB INC COM CL A

-2.51%

Shares13.0K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

0.41%

Shares10.0K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

6.22%

Shares25.8K

Event2026-06-30

Filed2026-08-05

SNA

SNAP ON INC COM

-4.17%

Shares4.5K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORP

0.63%

Shares1.9K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS COM

-3.61%

Shares17.3K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

1.27%

Shares1.8K

Event2026-06-30

Filed2026-08-05

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

3.31%

Shares43.2K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC DEL CMN

-7.42%

Shares18.5K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC COM

19.54%

Shares5.7K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW COM

-0.13%

Shares11.1K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION COM

3.13%

Shares8.8K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC COM

4.69%

Shares4.2K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS IN

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-08-05

FFBC

1ST FINL BANCORP COM

235.33%

Shares45.9K

Event2026-06-30

Filed2026-08-05

MAN ACTIVE HIGH YIELD ETF

New

Shares60.6K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP

49.15%

Shares3.7K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO COM

-3.40%

Shares26.2K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED COM

1.73%

Shares4.4K

Event2026-06-30

Filed2026-08-05

CORTEVA INC COM

-3.72%

Shares17.7K

Event2026-06-30

Filed2026-08-05

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

7.76%

Shares13.1K

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RES CORP COM

-3.61%

Shares5.4K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP COM

-7.65%

Shares5.3K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP

-2.59%

Shares14.6K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY

0.70%

Shares1.4K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO COM

11.13%

Shares14.3K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY A COM

1.06%

Shares3.5K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

11.38%

Shares6.4K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

0.43%

Shares13.1K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC SHS

1.98%

Shares2.6K

Event2026-06-30

Filed2026-08-05

KDP

KEURIG DR PEPPER INC COM

-8.23%

Shares40.3K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-2.27%

Shares24.7K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC CLASS B

18.03%

Shares31.6K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC SHS

17.19%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC CL A SUB VTG SHS

-0.77%

Shares11.3K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC COM NEW

7.80%

Shares3.1K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP COM

-3.24%

Shares2.0K

Event2026-06-30

Filed2026-08-05

SCHW

CHARLES SCHWAB CORP

-0.70%

Shares13.8K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC CL A

-25.74%

Shares10.9K

Event2026-06-30

Filed2026-08-05

DEERE & CO COM

5.12%

Shares2.0K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.77%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP COM

15.35%

Shares541

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP CL A

46.95%

Shares6.8K

Event2026-06-30

Filed2026-08-05

ALLY FINL INC COM

-4.14%

Shares25.3K

Event2026-06-30

Filed2026-08-05

KIMBALL ELECTRONICS INC COM

0.00%

Shares45.4K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

0.49%

Shares6.8K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC COM SHS

22.42%

Shares6.8K

Event2026-06-30

Filed2026-08-05

FISERV INC

-0.09%

Shares23.4K

Event2026-06-30

Filed2026-08-05

GENERAL MOTORS CORP

-2.87%

Shares14.6K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC COM

-17.90%

Shares6.1K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE INC COM

-1.92%

Shares9.1K

Event2026-06-30

Filed2026-08-05

CLSE

CONVERGENCE LONG/SHORT EQUITY ETF

New

Shares32.6K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

-25.19%

Shares4.3K

Event2026-06-30

Filed2026-08-05

ROYAL BANK OF CANADA

-5.37%

Shares5.2K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS

3.21%

Shares25.5K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC CL A

25.81%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF

388.92%

Shares12.1K

Event2026-06-30

Filed2026-08-05

AIG

AMERICAN INTL GROUP INC COM NEW

3.51%

Shares14.2K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC COM

-10.23%

Shares7.8K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC COM

5.91%

Shares2.1K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD

-2.28%

Shares10.8K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-3.01%

Shares20.3K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

0.54%

Shares4.3K

Event2026-06-30

Filed2026-08-05

FIX

COMFORT SYS USA INC COM

9.79%

Shares516

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC COM

2.28%

Shares11.7K

Event2026-06-30

Filed2026-08-05

DOV

DOVER CORP COM

-0.55%

Shares4.5K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP COM

0.04%

Shares20.2K

Event2026-06-30

Filed2026-08-05

FCNCA

FIRST CTZNS BANCSHARES INC DEL CL A

-1.64%

Shares479

Event2026-06-30

Filed2026-08-05

WTW

WILLIS TOWERS WATSON PLC LTD SHS

-4.87%

Shares3.7K

Event2026-06-30

Filed2026-08-05

IQV

IQVIA HLDGS INC COM

2.64%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO COM

-10.02%

Shares2.9K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP COM

2.93%

Shares983

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW COM NEW

2.35%

Shares7.6K

Event2026-06-30

Filed2026-08-05

RGA

REINSURANCE GROUP AMER INC COM NEW

-3.12%

Shares4.4K

Event2026-06-30

Filed2026-08-05

REGN

REGENERON PHARMACEUTICALS INC

-7.35%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MAN ACTIVE INCOME ETF

New

Shares35.0K

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC COM

-1.72%

Shares10.8K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

3.46%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL, INC.

-0.43%

Shares2.1K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC COM

-13.59%

Shares34.4K

Event2026-06-30

Filed2026-08-05

ZBH

ZIMMER HLDGS INC

-3.19%

Shares9.6K

Event2026-06-30

Filed2026-08-05

RH COM

149.18%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AER

AERCAP HOLDINGS N V SHS

4.53%

Shares5.6K

Event2026-06-30

Filed2026-08-05

ACCENTURE LTD BERMUDA CL A

32.85%

Shares6.6K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD SHORT-TERM BOND ETF

-9.17%

Shares10.3K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC COM

2239.79%

Shares4.5K

Event2026-06-30

Filed2026-08-05

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

0.46%

Shares12.4K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC COM

-27.32%

Shares4.8K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

3.14%

Shares822

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP COM

New

Shares9.4K

Event2026-06-30

Filed2026-08-05

GPN

GLOBAL PAYMENTS INC

4.33%

Shares10.7K

Event2026-06-30

Filed2026-08-05

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

-9.87%

Shares34.7K

Event2026-06-30

Filed2026-08-05

ENB

ENBRIDGE INC COM

4.45%

Shares14.2K

Event2026-06-30

Filed2026-08-05

ROYAL CARRIBBEAN CRUISES LTD

0.54%

Shares2.4K

Event2026-06-30

Filed2026-08-05

EFX

EQUIFAX INC COM

7.44%

Shares4.8K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP COM

-19.38%

Shares4.5K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC COM

-1.95%

Shares3.4K

Event2026-06-30

Filed2026-08-05

ORLY

O REILLY AUTOMOTIVE INC

2.02%

Shares8.2K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN COPPER

7.05%

Shares11.8K

Event2026-06-30

Filed2026-08-05

AT&T INC COM

-0.48%

Shares35.2K

Event2026-06-30

Filed2026-08-05

IBRX

IMMUNITYBIO INC COM

0.72%

Shares81.2K

Event2026-06-30

Filed2026-08-05

UBS

UBS AG NEW F

-0.18%

Shares14.2K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC

3.89%

Shares1.9K

Event2026-06-30

Filed2026-08-05

WISDOMTREE TRUE EMERGING MARKETS FUND

-32.78%

Shares22.1K

Event2026-06-30

Filed2026-08-05

HBAN

HUNTINGTON BANCSHARES INC COM

6.42%

Shares39.0K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ STK MKT INC

-3.01%

Shares8.7K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING INC COM

5.67%

Shares3.1K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC COM

1.92%

Shares9.5K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP COM

2.58%

Shares2.9K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC COM

2.03%

Shares955

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

-2.15%

Shares5.4K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP COM

-7.49%

Shares1.9K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC SHS

2.33%

Shares1.4K

Event2026-06-30

Filed2026-08-05

ADOBE SYS INC

-10.41%

Shares3.3K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC A

20.57%

Shares5.0K

Event2026-06-30

Filed2026-08-05

BMO

BANK OF MONTREAL

-5.32%

Shares3.8K

Event2026-06-30

Filed2026-08-05

ADSK

AUTODESK INC

-2.40%

Shares3.4K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

22.73%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES DJ US TECHNOLOGY

-4.82%

Shares2.6K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP COM

-15.24%

Shares7.0K

Event2026-06-30

Filed2026-08-05

JBHT

JB HUNT TRANSPORT SERVICES

3.30%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SYF

SYNCHRONY FINANCIAL COM

-3.12%

Shares8.5K

Event2026-06-30

Filed2026-08-05

TORONTO DOMINION BANK

-3.10%

Shares5.3K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC COM

60.83%

Shares1.4K

Event2026-06-30

Filed2026-08-05

NCLH

NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211

84.45%

Shares30.4K

Event2026-06-30

Filed2026-08-05

CNC

CENTENE CORP DEL

-4.75%

Shares9.9K

Event2026-06-30

Filed2026-08-05

AON

AON CORP

46.46%

Shares1.9K

Event2026-06-30

Filed2026-08-05

YUM

YUM! BRANDS INC

-2.56%

Shares3.9K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC COM

-19.13%

Shares1.5K

Event2026-06-30

Filed2026-08-05

TTE

TOTALENERGIES SE ACT

-1.65%

Shares8.0K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

-56.96%

Shares3.7K

Event2026-06-30

Filed2026-08-05

XCEM

COLUMBIA EM CORE EX-CHINA ETF

-56.63%

Shares11.7K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SERVICE INC

0.38%

Shares5.7K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC COM

-1.83%

Shares2.4K

Event2026-06-30

Filed2026-08-05

NULV

NUVEEN ESG LARGE-CAP VALUE ETF

-1.94%

Shares12.2K

Event2026-06-30

Filed2026-08-05

EIX

EDISON INTL COM

0.43%

Shares8.2K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO COM

11.45%

Shares6.4K

Event2026-06-30

Filed2026-08-05

TEL

TE CONNECTIVITY LTD

5.97%

Shares3.0K

Event2026-06-30

Filed2026-08-05

CDW

CDW CORP COM

0.02%

Shares4.3K

Event2026-06-30

Filed2026-08-05

CME

CHICAGO MERCANTILE HLDGS INC

-1.72%

Shares2.7K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC COM

-3.78%

Shares1.8K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-05

ROP

ROPER TECHNOLOGIES INC COM

-15.72%

Shares1.7K

Event2026-06-30

Filed2026-08-05

PCG

PG&E CORP COM

-1.73%

Shares34.5K

Event2026-06-30

Filed2026-08-05

CANADIAN PACIFIC KANSAS CITY COM

-3.05%

Shares6.7K

Event2026-06-30

Filed2026-08-05

PNFP

PINNACLE FINL PARTNERS INC COM

-11.47%

Shares5.7K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC COM

26.95%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.11%

Shares18.2K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

-10.89%

Shares761

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD S&P 500 ETF

-0.48%

Shares822

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP COM

-9.05%

Shares2.6K

Event2026-06-30

Filed2026-08-05

RJF

RAYMOND JAMES FINL INC

-2.48%

Shares3.7K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP

207.46%

Shares13.4K

Event2026-06-30

Filed2026-08-05

CARLYLE GROUP INC COM

0.77%

Shares13.1K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-6.67%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC COM

9.73%

Shares1.5K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP COM

-0.16%

Shares3.7K

Event2026-06-30

Filed2026-08-05

MAS

MASCO CORP COM

2.07%

Shares6.6K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

5.44%

Shares1.2K

Event2026-06-30

Filed2026-08-05

AEM

AGNICO EAGLE MINES LTD COM

-9.32%

Shares3.5K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS INC COM

22.84%

Shares1.8K

Event2026-06-30

Filed2026-08-05

AMRZ

AMRIZE LTD SHS

-1.32%

Shares10.0K

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC COM

5.60%

Shares1.1K

Event2026-06-30

Filed2026-08-05

HLT

HILTON WORLDWIDE HLDGS INC COM

12.70%

Shares1.6K

Event2026-06-30

Filed2026-08-05

BNS

BANK OF NOVA SCOTIA CMN

8.03%

Shares5.9K

Event2026-06-30

Filed2026-08-05

HPQ

HP INC COM

4.23%

Shares23.5K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

91.04%

Shares11.9K

Event2026-06-30

Filed2026-08-05

QUANTA SERVICES INC

5.61%

Shares696

Event2026-06-30

Filed2026-08-05

FBIN

FORTUNE BRANDS INNOVATIONS INC COM

-0.92%

Shares9.1K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES COM

-25.56%

Shares5.5K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-2.48%

Shares11.0K

Event2026-06-30

Filed2026-08-05

ZOOM COMMUNICATIONS INC CL A

-0.90%

Shares5.6K

Event2026-06-30

Filed2026-08-05

ADM

ARCHER DANIELS MIDLAND CO COM

1.01%

Shares6.3K

Event2026-06-30

Filed2026-08-05

LULU

LULULEMON ATHLETICA INC

-12.91%

Shares4.2K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

-15.72%

Shares10.0K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC COM

-20.83%

Shares3.1K

Event2026-06-30

Filed2026-08-05

THO

THOR INDS INC

-3.88%

Shares6.3K

Event2026-06-30

Filed2026-08-05

EXPD

EXPEDITORS INTL WASH INC

-1.73%

Shares2.9K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP

13.21%

Shares2.4K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

1.91%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SERVICE NOW INC

-32.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

EOG

EOG RESOURCES INC

-42.64%

Shares3.5K

Event2026-06-30

Filed2026-08-05

ILMN

ILLUMINA INC

-15.23%

Shares2.6K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC COM

1.61%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES CORE S&P MID CAP ETF

-4.54%

Shares5.8K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TRUST ETF

-0.02%

Shares8.2K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-05

EQH

EQUITABLE HLDGS INC COM

New

Shares9.9K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO COM

8.09%

Shares1.3K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

CLF

CLEVELAND-CLIFFS INC NEW COM

9.47%

Shares45.5K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP COM

42.24%

Shares5.2K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO COM CL A

24.75%

Shares1.3K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC SHS

-5.34%

Shares5.3K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY GROUP LTD

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHERN CRP

-0.30%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SUNB

SUNBELT RENTALS HOLDINGS INC SHS

-16.41%

Shares5.5K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC COM

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

BARRICK GOLD CORP F

6.02%

Shares11.2K

Event2026-06-30

Filed2026-08-05

KROGER CO COM

-2.40%

Shares7.4K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC COM

-7.27%

Shares1.5K

Event2026-06-30

Filed2026-08-05

MICROCHIP TECHNOLOGY INC

24.90%

Shares4.5K

Event2026-06-30

Filed2026-08-05

CIEN

CIENA CORP

-31.12%

Shares819

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORP

-22.86%

Shares1.3K

Event2026-06-30

Filed2026-08-05

GPC

GENUINE PARTS CO COM

-13.09%

Shares3.4K

Event2026-06-30

Filed2026-08-05

CNH

CNH INDL N V SHS

-9.32%

Shares35.4K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC COM

5.41%

Shares5.3K

Event2026-06-30

Filed2026-08-05

CHRW

C H ROBINSON WORLDWIDE IN COM NEW

1.20%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CAG

CONAGRA BRANDS INC COM

39.80%

Shares29.5K

Event2026-06-30

Filed2026-08-05

CLSK

CLEANSPARK INC COM NEW

-26.84%

Shares27.2K

Event2026-06-30

Filed2026-08-05

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

-14.02%

Shares6.0K

Event2026-06-30

Filed2026-08-05

BROOKFIELD CORP CL A LTD VT SH

7.34%

Shares9.2K

Event2026-06-30

Filed2026-08-05

VRSN

VERISIGN INC

34.72%

Shares1.6K

Event2026-06-30

Filed2026-08-05

FIRSTENERGY CORP

4.75%

Shares8.2K

Event2026-06-30

Filed2026-08-05

FDS

FACTSET RESH SYS INC COM

83.68%

Shares1.7K

Event2026-06-30

Filed2026-08-05

BDC

BELDEN CDT INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

-3.81%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SEIC

SEI INVESTMENTS CO

-2.57%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ELECTRONICS ARTS

3.42%

Shares1.9K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC COM

-9.97%

Shares1.4K

Event2026-06-30

Filed2026-08-05

CRS

CARPENTER TECHNOLOGY CORP COM

18.36%

Shares619

Event2026-06-30

Filed2026-08-05

CONSTELLATION BRANDS INC CL A

-6.07%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VANGUARD MID CAP

298.46%

Shares4.7K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW COM

12.44%

Shares3.3K

Event2026-06-30

Filed2026-08-05

JOHNSON CTLS INC

38.47%

Shares2.5K

Event2026-06-30

Filed2026-08-05

WASTE MANAGEMENT INC

-0.72%

Shares1.7K

Event2026-06-30

Filed2026-08-05

MLI

MUELLER INDS INC COM

0.33%

Shares3.0K

Event2026-06-30

Filed2026-08-05

FTI

TECHNIPFMC PLC COM

-0.07%

Shares5.5K

Event2026-06-30

Filed2026-08-05

LUMENTUM HLDGS INC COM

25.07%

Shares424

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

2.89%

Shares320

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC COM

9.00%

Shares787

Event2026-06-30

Filed2026-08-05

GNRC

GENERAC HLDGS INC COM

2.18%

Shares1.2K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP COM

-6.04%

Shares1.3K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW CL A

-57.15%

Shares14.5K

Event2026-06-30

Filed2026-08-05

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

-2.75%

Shares9.3K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

8.04%

Shares1.4K

Event2026-06-30

Filed2026-08-05

DOCU

DOCUSIGN INC COM

12.78%

Shares7.9K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP COM

10.06%

Shares3.4K

Event2026-06-30

Filed2026-08-05

INCY

INCYTE CORP

-4.68%

Shares3.1K

Event2026-06-30

Filed2026-08-05

CNI

CANADIAN NATL RY CO COM

39.46%

Shares2.9K

Event2026-06-30

Filed2026-08-05

WBD

DISCOVERY HLDG CO

-43.67%

Shares13.1K

Event2026-06-30

Filed2026-08-05

AEO

AMERICAN EAGLE OUTFITTERS

New

Shares20.2K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC COM

11.51%

Shares3.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD GROWTH ETF

509.02%

Shares4.0K

Event2026-06-30

Filed2026-08-05

DATADOG INC CL A COM

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

EVERSOURCE ENERGY COM

New

Shares4.7K

Event2026-06-30

Filed2026-08-05

CINF

CINCINNATI FINL CORP COM

-1.13%

Shares1.8K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC COM

-46.53%

Shares4.7K

Event2026-06-30

Filed2026-08-05

QTUM

DEFIANCE QUANTUM ETF

-14.92%

Shares2.0K

Event2026-06-30

Filed2026-08-05

CRBG

COREBRIDGE FINL INC COM

-2.07%

Shares11.8K

Event2026-06-30

Filed2026-08-05

MOH

MOLINA HEALTHCARE INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO COM

-3.29%

Shares2.3K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

-0.32%

Shares1.6K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

2.76%

Shares6.4K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP COM

-8.66%

Shares643

Event2026-06-30

Filed2026-08-05

SENTINELONE INC CL A

New

Shares19.3K

Event2026-06-30

Filed2026-08-05

IWV

ISHARES RUSSELL 3000 ETF

-0.13%

Shares754

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO COM

29.25%

Shares3.5K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC COM

-11.45%

Shares1.1K

Event2026-06-30

Filed2026-08-05

BWA

BORG WARNER AUTOMOTIVE INC

-3.12%

Shares4.8K

Event2026-06-30

Filed2026-08-05

XYZ

BLOCK INC CL A

9.65%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DOMINION RESOURCES INC

-49.80%

Shares4.6K

Event2026-06-30

Filed2026-08-05

WCN

WASTE CONNECTIONS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP COM

-3.79%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SMCI

SUPER MICRO COMPUTER INC

New

Shares10.5K

Event2026-06-30

Filed2026-08-05

WAB

WABTEC COM

3.45%

Shares1.1K

Event2026-06-30

Filed2026-08-05

GIS

GENERAL MILLS INC COM

New

Shares8.8K

Event2026-06-30

Filed2026-08-05

MSCI

MSCI INC COM

-0.18%

Shares541

Event2026-06-30

Filed2026-08-05

DVA

DAVITA INC COM

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP COM

-54.73%

Shares2.3K

Event2026-06-30

Filed2026-08-05

AEE

AMEREN CORP

0.50%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CNQ

CANADIAN NATURAL RESOURCES LTD

3.03%

Shares7.4K

Event2026-06-30

Filed2026-08-05

EME

EMCOR GROUP INC COM

1.14%

Shares354

Event2026-06-30

Filed2026-08-05

TTWO

TAKE-TWO INTERACTIVESOFTWRE

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

QNITY ELECTRONICS INC COMMON STOCK

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

BKR

BAKER HUGHES INC

2.13%

Shares5.1K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES S&P SMALLCAP 600 ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SNX

SYNNEX CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF

-0.90%

Shares1.4K

Event2026-06-30

Filed2026-08-05

NTRA

NATERA INC COM

-14.86%

Shares1.0K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW COM

-1.39%

Shares3.2K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD MID CAP GROWTH ETF

0.00%

Shares901

Event2026-06-30

Filed2026-08-05

NRG

NRG ENERGY INC NEW

16.80%

Shares1.9K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS NV COM

New

Shares979

Event2026-06-30

Filed2026-08-05

NUHY

NUVEEN ESG HIGH YIELD CORPORATE BOND ETF

-6.97%

Shares12.8K

Event2026-06-30

Filed2026-08-05

DFSB

DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

-7.79%

Shares5.3K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC COM

4.66%

Shares202

Event2026-06-30

Filed2026-08-05

CENTERPOINT ENERGY INC COM

-4.07%

Shares6.2K

Event2026-06-30

Filed2026-08-05

3M CO COM

-6.67%

Shares1.7K

Event2026-06-30

Filed2026-08-05

OXY

OCCIDENTAL PETE CORP COM

17.20%

Shares5.6K

Event2026-06-30

Filed2026-08-05

CFG

CITIZENS FINL GROUP INC COM

14.36%

Shares3.8K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC

-3.17%

Shares8.3K

Event2026-06-30

Filed2026-08-05

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-2.91%

Shares2.0K

Event2026-06-30

Filed2026-08-05

GBIL

ACCESS TREASURY 0-1 YEAR ETF

-49.99%

Shares2.6K

Event2026-06-30

Filed2026-08-05

HCA

HCA INC

-35.24%

Shares678

Event2026-06-30

Filed2026-08-05

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

-2.02%

Shares3.0K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC COM

-1.33%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED COM STK

2.75%

Shares5.6K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC COM

26.93%

Shares886

Event2026-06-30

Filed2026-08-05

EXEL

EXELIXIS INC COM

New

Shares4.7K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC COM

12.95%

Shares942

Event2026-06-30

Filed2026-08-05

EBAY

EBAY INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

INEQ

COLUMBIA INTERNATIONAL EQUITY INCOME ETF

5.65%

Shares6.5K

Event2026-06-30

Filed2026-08-05

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

3.04%

Shares848

Event2026-06-30

Filed2026-08-05

APPS

DIGITAL TURBINE INC COM NEW

0.38%

Shares19.1K

Event2026-06-30

Filed2026-08-05

IRDM

IRIDIUM COMMUNICATIONS INC COM

New

Shares4.5K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD ESG U.S. STOCK ETF

-6.35%

Shares1.8K

Event2026-06-30

Filed2026-08-05

AKAMAI TECH

3.52%

Shares2.1K

Event2026-06-30

Filed2026-08-05

ARK BLOCKCHAIN & FINTECH INNOVATION ETF

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

CCL

CARNIVAL CORP

New

Shares8.3K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD FINL SVCS GROUP INC

-2.67%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CANADIAN IMPERIAL BANK OF COMMERCE

-5.14%

Shares2.0K

Event2026-06-30

Filed2026-08-05

TEMPUS AI INC CL A

New

Shares4.1K

Event2026-06-30

Filed2026-08-05

MFC

MANULIFE FINL CORP COM

New

Shares5.7K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC COM SHS

New

Shares907

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC COM

New

Shares659

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC CL A

1.10%

Shares3.9K

Event2026-06-30

Filed2026-08-05

NTRS

NORTHERN TR CORP COM

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

DKNG

DRAFTKINGS INC NEW COM CL A

New

Shares8.9K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT INC

-41.63%

Shares861

Event2026-06-30

Filed2026-08-05

ARW

ARROW ELECTRS INC COM

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

PKG

PACKAGING CORP OF AMERICA

New

Shares938

Event2026-06-30

Filed2026-08-05

TSN

TYSON FOODS INC CL A

-12.79%

Shares3.9K

Event2026-06-30

Filed2026-08-05

EQT

EQT CORP COM

-8.06%

Shares4.2K

Event2026-06-30

Filed2026-08-05

DTE

DTE ENERGY CO COM

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

DEUTSCHE BK AG NAMEN AKT

-5.39%

Shares6.5K

Event2026-06-30

Filed2026-08-05

TDG

TRANSDIGM GROUP INC COM DELAWARE

New

Shares164

Event2026-06-30

Filed2026-08-05

ARAMARK COM

New

Shares3.8K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB U.S. LARGE-CAP ETF

New

Shares7.3K

Event2026-06-30

Filed2026-08-05

EXE

EXPAND ENERGY CORPORATION COM

28.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA ENERGY

3.02%

Shares2.3K

Event2026-06-30

Filed2026-08-05

CFR

CULLEN FROST BANKERS INC COM

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

DOLLAR GEN CORP

-17.18%

Shares1.8K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC NEV

-17.50%

Shares66

Event2026-06-30

Filed2026-08-05

CBOE

CBOE GLOBAL MKTS INC COM

-4.60%

Shares871

Event2026-06-30

Filed2026-08-05

WWD

WOODWARD INC COM

New

Shares496

Event2026-06-30

Filed2026-08-05

FNV

FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31

6.78%

Shares1.0K

Event2026-06-30

Filed2026-08-05

NBIX

NEUROCRINE BIOSCIENCES INC COM

-34.28%

Shares1.2K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

PROSPERITY BANCSHARES INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

TXRH

TEXAS ROADHOUSE INC

-11.84%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CMG

CHIPOTLE MEXICAN GRILL INC

-40.65%

Shares6.0K

Event2026-06-30

Filed2026-08-05

FTS

FORTIS INC COM

New

Shares3.6K

Event2026-06-30

Filed2026-08-05

VTRS

VIATRIS INC COM

-1.41%

Shares12.8K

Event2026-06-30

Filed2026-08-05

COHR

II-VI INC

New

Shares516

Event2026-06-30

Filed2026-08-05

CHTR

CHARTER COMMUNICATIONS INC CL A

-37.76%

Shares1.4K

Event2026-06-30

Filed2026-08-05

CPNG

COUPANG INC CL A

New

Shares11.6K

Event2026-06-30

Filed2026-08-05

HELMERICH & PAYNE INC COM

0.41%

Shares6.2K

Event2026-06-30

Filed2026-08-05

HACK

AMPLIFY CYBERSECURITY ETF

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

HII

HUNTINGTON INGALLS INDS INC COM

-32.96%

Shares720

Event2026-06-30

Filed2026-08-05

VIK

VIKING HOLDINGS LTD ORD SHS

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

NU HLDGS LTD ORD SHS CL A

39.91%

Shares14.7K

Event2026-06-30

Filed2026-08-05

FORD MOTOR COMPANY

-73.92%

Shares12.9K

Event2026-06-30

Filed2026-08-05

LAC

LITHIUM AMERS CORP NEW COM SHS

New

Shares40.2K

Event2026-06-30

Filed2026-08-05

GPK

GRAPHIC PACKAGING CORP DEL

New

Shares12.2K

Event2026-06-30

Filed2026-08-05

SNAP

SNAP INC CL A

New

Shares15.6K

Event2026-06-30

Filed2026-08-05

ALIGHT INC COM SHS CL A

New

Shares16.8K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available