Sponsored

The Analysis of RMR Wealth Builders's Holdings & P&L

Currently, RMR Wealth Builders holds 316 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VUG (+1.6M shares, valued at $133.7M), IWF (+297.8K shares, valued at $37.0M), SCHO (+854.4K shares, valued at $20.6M); decreased their positions in BX (-21.4K shares, valued at $2.5M), N/A (-5.4K shares, valued at $1.8M), VRTX (-3.6K shares, valued at $1.8M); initiated new positions in WELL (+14.3K shares, valued at $3.2M), CDNS (+6.5K shares, valued at $2.4M), DELL (+5.2K shares, valued at $2.3M).

1M P&L

+7.2M+0.53%

3M P&L

+17.5M+1.30%

HY P&L

-715.4M-34.42%

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/A905.1M

67.0%

2Semiconductors91.2M

6.7%

3Consumer Electronics45.8M

3.4%

Top Industries by Stock Count

1N/A116 stocks

42.2%

2Semiconductors10 stocks

3.6%

3Software - Application9 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS1.8M shares586.27%2026-06-302026-07-24

VOO VANGUARD INDEX FDS227.5K shares12.44%2026-06-302026-07-24

VTV VANGUARD INDEX FDS657.0K shares14.47%2026-06-302026-07-24

IJH ISHARES TR1.2M shares3.93%2026-06-302026-07-24

ISHARES TR ISHARES TR753.1K shares8.45%2026-06-302026-07-24

NORTHERN LTS FD TR II NORTHERN LTS FD TR II2.4M shares6.22%2026-06-302026-07-24

NVDA NVIDIA CORPORATION249.5K shares0.03%2026-06-302026-07-24

IWF ISHARES TR397.8K shares297.89%2026-06-302026-07-24

Sponsored

AAPL APPLE INC158.3K shares2.72%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR1.7M shares107.28%2026-06-302026-07-24

SUB ISHARES TR313.2K shares6.31%2026-06-302026-07-24

IWD ISHARES TR136.5K shares-0.49%2026-06-302026-07-24

FSMB FIRST TR EXCH TRADED FD III1.2M shares6.89%2026-06-302026-07-24

MSFT MICROSOFT CORP57.5K shares7.16%2026-06-302026-07-24

HYS PIMCO ETF TR228.0K shares11.25%2026-06-302026-07-24

AMZN AMAZON COM INC81.4K shares6.74%2026-06-302026-07-24

Sponsored

FMB FIRST TR EXCH TRADED FD III351.7K shares5.61%2026-06-302026-07-24

MUB ISHARES TR162.6K shares6.80%2026-06-302026-07-24

BROADCOM INC BROADCOM INC43.4K shares-4.68%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC27.4K shares4.04%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC12.6K shares16.22%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO42.7K shares9.64%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T17.5K shares0.33%2026-06-302026-07-24

GOOG ALPHABET INC35.1K shares10.71%2026-06-302026-07-24

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T414.6K shares7.53%2026-06-302026-07-24

QQQ INVESCO QQQ TR13.3K shares8.61%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 4013.4K shares-4.09%2026-06-302026-07-24

GLW CORNING INC36.4K shares18.71%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC12.1K shares15.14%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC16.3K shares16.09%2026-06-302026-07-24

LLY ELI LILLY & CO7.4K shares23.07%2026-06-302026-07-24

TSLA TESLA INC20.2K shares25.01%2026-06-302026-07-24

Sponsored

XLK SELECT SECTOR SPDR TR44.1K shares6.23%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL16.8K shares21.30%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC23.4K shares20.35%2026-06-302026-07-24

GOOGL ALPHABET INC20.0K shares2.75%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.4K shares19.99%2026-06-302026-07-24

EFA ISHARES TR63.9K shares0.96%2026-06-302026-07-24

ANET ARISTA NETWORKS INC39.0K shares23.24%2026-06-302026-07-24

HD HOME DEPOT INC18.6K shares23.06%2026-06-302026-07-24

Sponsored

FTRB FEDERATED HERMES ETF TRUST258.8K shares9.98%2026-06-302026-07-24

KLAC KLA CORP21.3K shares1270.93%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC8.8K shares32.74%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC6.1K shares21.08%2026-06-302026-07-24

WMT WALMART INC53.0K shares27.19%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON22.1K shares26.51%2026-06-302026-07-24

GE GE AEROSPACE14.4K shares29.20%2026-06-302026-07-24

CAT CATERPILLAR INC5.1K shares174.24%2026-06-302026-07-24

Sponsored

CVX CHEVRON CORPORATION31.5K shares22.76%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.73.0K shares23.43%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO14.7K shares32.71%2026-06-302026-07-24

GILD GILEAD SCIENCES INC39.2K shares182.48%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS17.3K shares28.70%2026-06-302026-07-24

VISA INC VISA INC13.8K shares-27.98%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC110.0K shares25.19%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR152.0K shares-7.22%2026-06-302026-07-24

Sponsored

3M CO 3M CO27.0K shares31.61%2026-06-302026-07-24

MO ALTRIA GROUP INC60.7K shares40.37%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW34.3K shares37.24%2026-06-302026-07-24

TJX TJX COS INC NEW28.6K shares33.72%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP17.2K shares35.11%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP6.6K shares299.88%2026-06-302026-07-24

MCD MCDONALDS CORP15.5K shares52.54%2026-06-302026-07-24

ASML ASML HLDG NV2.1K shares1.88%2026-06-302026-07-24

Sponsored

CME CME GROUP INC17.8K shares217.41%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC52.1K shares31.22%2026-06-302026-07-24

PGR PROGRESSIVE CORP16.8K shares41.07%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST40.4K shares0.67%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC30.3K shares34.71%2026-06-302026-07-24

PYLD PIMCO ETF TR129.3K shares14.97%2026-06-302026-07-24

OEF ISHARES TR9.2K shares0.28%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS5.3K shares37.85%2026-06-302026-07-24

Sponsored

ORACLE CORP ORACLE CORP22.4K shares22.18%2026-06-302026-07-24

WELL WELLTOWER INC14.3K sharesnew addition2026-06-302026-07-24

NEM NEWMONT CORP33.6K shares34.67%2026-06-302026-07-24

IWM ISHARES TR10.2K shares-17.58%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares5.09%2026-06-302026-07-24

INTC INTEL CORP19.0K shares22.48%2026-06-302026-07-24

CDNS CADENCE DESIGN SYSTEM INC6.5K sharesnew addition2026-06-302026-07-24

MRK MERCK & CO INC18.5K shares41.24%2026-06-302026-07-24

Sponsored

TER TERADYNE INC4.7K shares-1.43%2026-06-302026-07-24

SHY ISHARES TR27.9K shares0.06%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.4K shares0.11%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC5.2K sharesnew addition2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR45.2K sharesnew addition2026-06-302026-07-24

TWLO TWILIO INC9.9K shares-4.75%2026-06-302026-07-24

IJR ISHARES TR13.6K shares-28.01%2026-06-302026-07-24

LRCX LAM RESEARCH CORP4.6K shares-4.46%2026-06-302026-07-24

Sponsored

DIA STATE STR SPDR DOW JONES IND3.5K shares-5.23%2026-06-302026-07-24

GM GENERAL MTRS CO23.9K shares-0.48%2026-06-302026-07-24

ABBVIE INC ABBVIE INC7.3K shares1.55%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC6.0K shares-9.51%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC3.5K shares-50.48%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC7.1K shares4.40%2026-06-302026-07-24

C CITIGROUP INC12.4K shares2.71%2026-06-302026-07-24

KO COCA COLA CO20.7K shares6.01%2026-06-302026-07-24

Sponsored

BLK BLACKROCK INC1.7K shares-0.46%2026-06-302026-07-24

DGRW WISDOMTREE TR17.1K shares-0.36%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F29.0K sharesnew addition2026-06-302026-07-24

CBNA CHAIN BRIDGE BANCORP INC38.7K shares0.00%2026-06-302026-07-24

FDVV FIDELITY COVINGTON TRUST26.4K sharesnew addition2026-06-302026-07-24

LVHI LEGG MASON ETF INVT38.3K sharesnew addition2026-06-302026-07-24

MMC MARSH & MCLENNAN COS INC9.0K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC9.2K shares-37.09%2026-06-302026-07-24

Sponsored

IWR ISHARES TR13.0K shares-5.79%2026-06-302026-07-24

CVS CVS HEALTH CORP13.8K shares0.20%2026-06-302026-07-24

AMT AMERICAN TOWER CORP8.4K shares-53.10%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC3.5K shares3.42%2026-06-302026-07-24

SHYD VANECK ETF TRUST60.0K shares5.64%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR37.1K shares0.33%2026-06-302026-07-24

MPWR MONOLITHIC PWR SYS INC985 shares1.13%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL5.9K shares-56.81%2026-06-302026-07-24

Sponsored

MS MORGAN STANLEY6.3K shares-3.52%2026-06-302026-07-24

TXN TEXAS INSTRS INC4.4K shares-2.64%2026-06-302026-07-24

CSX CSX CORP27.3K shares0.23%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP15.8K shares-2.71%2026-06-302026-07-24

PVAL PUTNAM ETF TRUST24.8K shares0.25%2026-06-302026-07-24

SMH VANECK ETF TRUST1.9K shares31.10%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR7.4K shares-10.90%2026-06-302026-07-24

BX BLACKSTONE INC9.9K shares-68.36%2026-06-302026-07-24

Sponsored

SGOV ISHARES TR11.4K shares254.01%2026-06-302026-07-24

STK COLUMBIA SELIGM PREM TECH GR20.6K sharesnew addition2026-06-302026-07-24

IWB ISHARES TR2.6K shares0.00%2026-06-302026-07-24

PCAR PACCAR INC8.7K shares0.00%2026-06-302026-07-24

SDY SPDR SERIES TRUST6.9K shares0.64%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR37.6K shares-0.44%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED3.0K shares-1.30%2026-06-302026-07-24

UNP UNION PAC CORP3.8K shares11.46%2026-06-302026-07-24

Sponsored

TFC TRUIST FINL CORP20.0K shares-0.12%2026-06-302026-07-24

HUM HUMANA INC2.5K shares0.00%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP4.9K shares-3.30%2026-06-302026-07-24

QUAL ISHARES TR4.4K sharesnew addition2026-06-302026-07-24

CMCSA COMCAST CORP NEW39.3K shares-2.92%2026-06-302026-07-24

GEV GE VERNOVA INC819 shares12.81%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F20.4K shares-41.08%2026-06-302026-07-24

PG PROCTER & GAMBLE CO6.5K shares36.58%2026-06-302026-07-24

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP5.3K sharesnew addition2026-06-302026-07-24

BAC BANK OF AMER CORP15.9K shares0.78%2026-06-302026-07-24

HLT HILTON WORLDWIDE HLDGS INC2.7K shares-6.73%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC7.4K shares-0.12%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR10.9K shares-0.79%2026-06-302026-07-24

SHOP SHOPIFY INC7.5K shares0.28%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC3.8K sharesnew addition2026-06-302026-07-24

EA ELECTRONIC ARTS INC4.1K shares4.04%2026-06-302026-07-24

Sponsored

SPTI SPDR SERIES TRUST29.6K shares-39.47%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.8K sharesnew addition2026-06-302026-07-24

PECO PHILLIPS EDISON & CO INC19.4K shares-8.24%2026-06-302026-07-24

COWZ PACER FDS TR12.9K sharesnew addition2026-06-302026-07-24

FAST FASTENAL CO16.5K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR14.7K shares-10.62%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS15.5K shares1.31%2026-06-302026-07-24

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares-11.86%2026-06-302026-07-24

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL806 sharesnew addition2026-06-302026-07-24

NBIS NEBIUS GROUP N.V.2.8K shares24.39%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO2.3K shares5.03%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR23.5K shares101.73%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION3.8K shares3.41%2026-06-302026-07-24

BST BLACKROCK SCIENCE & TECHNOLO14.2K sharesnew addition2026-06-302026-07-24

DIS DISNEY WALT CO7.4K shares-3.89%2026-06-302026-07-24

Sponsored

RSP INVESCO EXCHANGE TRADED FD T3.3K shares16.29%2026-06-302026-07-24

NRK NUVEEN NY AMT FREE65.4K shares-0.37%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC3.9K shares20.95%2026-06-302026-07-24

LRGF ISHARES TR9.2K shares-2.86%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC7.9K shares1.72%2026-06-302026-07-24

GLD SPDR GOLD TR1.9K shares-5.26%2026-06-302026-07-24

FRO FRONTLINE PLC19.5K shares4.08%2026-06-302026-07-24

ENB ENBRIDGE INC12.5K shares5.54%2026-06-302026-07-24

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC19.5K shares2.27%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO11.3K shares52.77%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS8.0K shares24.05%2026-06-302026-07-24

SHM SPDR SERIES TRUST13.1K shares-3.10%2026-06-302026-07-24

COP CONOCOPHILLIPS6.0K shares-21.60%2026-06-302026-07-24

XVV ISHARES TR11.1K shares1.40%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares111.88%2026-06-302026-07-24

MAIN MAIN STR CAP CORP11.9K shares-6.01%2026-06-302026-07-24

Sponsored

UYLD ANGEL OAK FUNDS TRUST12.1K shares-32.02%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR11.6K shares-10.38%2026-06-302026-07-24

RGLD ROYAL GOLD INC3.0K shares0.63%2026-06-302026-07-24

FTNT FORTINET INC3.9K shares-5.82%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F11.8K shares1.02%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II1.9K shares-5.79%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC3.2K shares2426.56%2026-06-302026-07-24

AXON AXON ENTERPRISE INC1.0K shares7.71%2026-06-302026-07-24

Sponsored

SCHW SCHWAB CHARLES CORP6.1K shares-3.10%2026-06-302026-07-24

ISHARES TR ISHARES TR747 shares-6.86%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC4.8K shares2.44%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN4.3K shares0.30%2026-06-302026-07-24

ETN EATON CORP PLC1.2K shares7.99%2026-06-302026-07-24

IEI ISHARES TR4.5K shares0.00%2026-06-302026-07-24

FEOE RBB FUND TRUST9.8K shares14.23%2026-06-302026-07-24

SPYG SPDR SERIES TRUST4.4K shares0.05%2026-06-302026-07-24

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II11.1K shares-2.24%2026-06-302026-07-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.1K sharesnew addition2026-06-302026-07-24

MIDD MIDDLEBY CORP2.9K shares0.00%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR5.5K shares0.04%2026-06-302026-07-24

ELAN ELANCO ANIMAL HEALTH INC19.8K shares0.00%2026-06-302026-07-24

BWA BORGWARNER INC7.2K shares0.00%2026-06-302026-07-24

CSGP COSTAR GROUP INC16.7K shares1.04%2026-06-302026-07-24

MPC MARATHON PETE CORP1.8K shares23.64%2026-06-302026-07-24

Sponsored

IBN ICICI BANK LIMITED15.9K shares3.25%2026-06-302026-07-24

PSX PHILLIPS 662.7K shares-31.10%2026-06-302026-07-24

ULTA BEAUTY INC ULTA BEAUTY INC1.0K shares-3.23%2026-06-302026-07-24

LIN LINDE PLC882 shares0.11%2026-06-302026-07-24

ALAB ASTERA LABS INC939 sharesnew addition2026-06-302026-07-24

MLM MARTIN MARIETTA MATLS INC786 shares-3.08%2026-06-302026-07-24

BPRE BLUEROCK PVT REAL ESTATE FD34.6K shares-0.90%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO1.3K shares0.31%2026-06-302026-07-24

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.8K shares11.96%2026-06-302026-07-24

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC3.6K shares0.00%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS8.6K shares0.00%2026-06-302026-07-24

MAR MARRIOTT INTL INC NEW1.2K shares0.69%2026-06-302026-07-24

TRU TRANSUNION5.9K shares0.00%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC1.5K shares-2.78%2026-06-302026-07-24

HTGC HERCULES CAPITAL INC26.1K shares33.27%2026-06-302026-07-24

BE BLOOM ENERGY CORP1.4K shares-10.17%2026-06-302026-07-24

Sponsored

DOCU DOCUSIGN INC9.1K shares-0.37%2026-06-302026-07-24

MCK MCKESSON CORP533 shares-3.79%2026-06-302026-07-24

IVW ISHARES TR2.9K shares-0.98%2026-06-302026-07-24

SITM SITIME CORP536 sharesnew addition2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR11.1K shares0.03%2026-06-302026-07-24

IGSB ISHARES TR7.5K shares0.00%2026-06-302026-07-24

DIVO AMPLIFY ETF TR8.6K sharesnew addition2026-06-302026-07-24

EW EDWARDS LIFESCIENCES CORP4.3K shares0.93%2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP747 shares31.75%2026-06-302026-07-24

RY ROYAL BK CDA1.8K shares0.00%2026-06-302026-07-24

B BARRICK MNG CORP10.2K shares0.34%2026-06-302026-07-24

VMI VALMONT INDS INC646 shares9.68%2026-06-302026-07-24

DEXCOM INC DEXCOM INC5.4K shares0.72%2026-06-302026-07-24

DGRS WISDOMTREE TR6.2K shares-2.61%2026-06-302026-07-24

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.1K shares12.04%2026-06-302026-07-24

LYB LYONDELLBASELL INDUSTRIES NV6.7K shares4.38%2026-06-302026-07-24

Sponsored

TMUS T-MOBILE US INC2.1K shares-0.91%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.27%2026-06-302026-07-24

DON WISDOMTREE TR6.1K shares-0.82%2026-06-302026-07-24

COIN COINBASE GLOBAL INC2.3K shares12.52%2026-06-302026-07-24

LPLA LPL FINL HLDGS INC1.2K shares-4.86%2026-06-302026-07-24

MELI MERCADOLIBRE INC200 shares6.38%2026-06-302026-07-24

DIVB ISHARES TR5.5K shares-0.15%2026-06-302026-07-24

AMGN AMGEN INC927 shares37.33%2026-06-302026-07-24

Sponsored

RPM RPM INTL INC3.0K shares0.00%2026-06-302026-07-24

IEX IDEX CORP1.5K shares0.14%2026-06-302026-07-24

NMZ NUVEEN MUN HIGH INCOME OPPOR31.2K sharesnew addition2026-06-302026-07-24

SMLF ISHARES TR3.7K shares0.00%2026-06-302026-07-24

IWV ISHARES TR757 shares0.13%2026-06-302026-07-24

SHV ISHARES TR2.9K shares16.02%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS4.4K sharesnew addition2026-06-302026-07-24

SMG SCOTTS MIRACLE-GRO CO4.6K shares0.00%2026-06-302026-07-24

Sponsored

EMXC ISHARES INC3.0K shares0.54%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR6.1K shares10.88%2026-06-302026-07-24

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP3.2K shares-1.28%2026-06-302026-07-24

BSX BOSTON SCIENTIFIC CORP7.1K shares-4.25%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD15.3K shares-45.92%2026-06-302026-07-24

TYL TYLER TECHNOLOGIES INC1.0K shares6.03%2026-06-302026-07-24

IVE ISHARES TR1.3K shares0.46%2026-06-302026-07-24

AOS SMITH A O CORP4.7K shares-0.38%2026-06-302026-07-24

Sponsored

LOW LOWES COS INC1.3K shares-35.55%2026-06-302026-07-24

IEP ICAHN ENTERPRISES LP40.3K sharesnew addition2026-06-302026-07-24

VLO VALERO ENERGY CORP1.1K shares-8.66%2026-06-302026-07-24

T AT&T INC13.9K shares24.68%2026-06-302026-07-24

VST VISTRA CORP1.8K shares26.70%2026-06-302026-07-24

IBIT ISHARES BITCOIN TRUST ETF8.4K shares3.66%2026-06-302026-07-24

BSCR INVESCO EXCH TRD SLF IDX FD13.9K shares-33.02%2026-06-302026-07-24

INTU INTUIT1.0K shares-23.48%2026-06-302026-07-24

Sponsored

RING ISHARES INC4.1K shares0.00%2026-06-302026-07-24

CLOI VANECK ETF TRUST5.0K shares-44.89%2026-06-302026-07-24

BA BOEING CO1.2K shares-5.62%2026-06-302026-07-24

IDEXX LABS INC IDEXX LABS INC504 shares-0.20%2026-06-302026-07-24

VO VANGUARD INDEX FDS3.3K shares317.15%2026-06-302026-07-24

TREX TREX INC5.3K sharesnew addition2026-06-302026-07-24

SNDK SANDISK CORP112 sharesnew addition2026-06-302026-07-24

GBTC GRAYSCALE BITCOIN TRUST ETF5.5K sharesnew addition2026-06-302026-07-24

Sponsored

ADOBE INC ADOBE INC1.2K shares-14.36%2026-06-302026-07-24

AVXC AMERICAN CENTY ETF TR2.9K sharesnew addition2026-06-302026-07-24

TEL TE CONNECTIVITY PLC1.2K shares15.99%2026-06-302026-07-24

ET ENERGY TRANSFER L P12.9K shares4.11%2026-06-302026-07-24

VGT VANGUARD WORLD FD2.0K sharesnew addition2026-06-302026-07-24

SOXX ISHARES TR381 sharesnew addition2026-06-302026-07-24

YYY AMPLIFY ETF TR21.0K sharesnew addition2026-06-302026-07-24

RVT ROYCE SMALL CAP TRUST INC13.1K sharesnew addition2026-06-302026-07-24

Sponsored

BOTZ GLOBAL X FDS6.3K shares-1.56%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F2.7K shares2.59%2026-06-302026-07-24

LMBS FIRST TR EXCHANGE-TRADED FD4.7K shares-0.48%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN1.0K sharesnew addition2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.6K shares-3.25%2026-06-302026-07-24

RIO RIO TINTO PLC2.4K shares1.55%2026-06-302026-07-24

DVY ISHARES TR1.5K shares9.71%2026-06-302026-07-24

IRM IRON MTN INC DEL1.8K sharesnew addition2026-06-302026-07-24

Sponsored

RFG INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-06-302026-07-24

FYEE FIDELITY GREENWOOD STREET TR7.8K sharesnew addition2026-06-302026-07-24

DE DEERE & CO355 sharesnew addition2026-06-302026-07-24

MYN BLACKROCK MUNIYIELD N Y QUAL22.0K shares0.00%2026-06-302026-07-24

MKTX MARKETAXESS HLDGS INC2.0K shares0.10%2026-06-302026-07-24

CATH GLOBAL X FDS2.5K sharesnew addition2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-06-302026-07-24

PYPL PAYPAL HLDGS INC5.0K shares-13.63%2026-06-302026-07-24

Sponsored

MDLZ MONDELEZ INTL INC3.7K sharesnew addition2026-06-302026-07-24

GABELLI ETFS TRUST GABELLI ETFS TRUST7.4K sharesnew addition2026-06-302026-07-24

RZG INVESCO EXCHANGE TRADED FD T2.9K sharesnew addition2026-06-302026-07-24

EPS WISDOMTREE TR2.7K sharesnew addition2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD2.2K shares-0.46%2026-06-302026-07-24

PFF ISHARES TR6.8K sharesnew addition2026-06-302026-07-24

AIQ GLOBAL X FDS3.1K sharesnew addition2026-06-302026-07-24

HSBC HSBC HLDGS PLC2.1K sharesnew addition2026-06-302026-07-24

Sponsored

OLED UNIVERSAL DISPLAY CORP2.3K shares0.00%2026-06-302026-07-24

USMF WISDOMTREE TR3.7K sharesnew addition2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE4.0K sharesnew addition2026-06-302026-07-24

VALE VALE S A10.8K shares0.00%2026-06-302026-07-24

FTMH PUTNAM ETF TRUST11.7K shares-33.67%2026-06-302026-07-24

PSEC PROSPECT CAP CORP44.9K sharesnew addition2026-06-302026-07-24

CLM CORNERSTONE STRATEGIC INVEST12.6K sharesnew addition2026-06-302026-07-24

LYG LLOYDS BANKING GROUP PLC16.3K shares1.21%2026-06-302026-07-24

Sponsored

CRF CORNERSTONE TOTAL RETURN FD12.5K sharesnew addition2026-06-302026-07-24

SOUN SOUNDHOUND AI INC12.3K shares5.10%2026-06-302026-07-24

ASG LIBERTY ALL-STAR GROWTH FD I12.0K sharesnew addition2026-06-302026-07-24

PHK PIMCO HIGH INCOME FD11.9K shares2.77%2026-06-302026-07-24

VUG

VANGUARD INDEX FDS

586.27%

Shares1.8M

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

12.44%

Shares227.5K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

14.47%

Shares657.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

3.93%

Shares1.2M

Event2026-06-30

Filed2026-07-24

ISHARES TR

8.45%

Shares753.1K

Event2026-06-30

Filed2026-07-24

NORTHERN LTS FD TR II

6.22%

Shares2.4M

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.03%

Shares249.5K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

297.89%

Shares397.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

2.72%

Shares158.3K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

107.28%

Shares1.7M

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

6.31%

Shares313.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-0.49%

Shares136.5K

Event2026-06-30

Filed2026-07-24

FSMB

FIRST TR EXCH TRADED FD III

6.89%

Shares1.2M

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

7.16%

Shares57.5K

Event2026-06-30

Filed2026-07-24

HYS

PIMCO ETF TR

11.25%

Shares228.0K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

6.74%

Shares81.4K

Event2026-06-30

Filed2026-07-24

FMB

FIRST TR EXCH TRADED FD III

5.61%

Shares351.7K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

6.80%

Shares162.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-4.68%

Shares43.4K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

4.04%

Shares27.4K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

16.22%

Shares12.6K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

9.64%

Shares42.7K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.33%

Shares17.5K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

10.71%

Shares35.1K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GRP FIXED INCM ETF T

7.53%

Shares414.6K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

8.61%

Shares13.3K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

-4.09%

Shares13.4K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

18.71%

Shares36.4K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

15.14%

Shares12.1K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

16.09%

Shares16.3K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

23.07%

Shares7.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

25.01%

Shares20.2K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

6.23%

Shares44.1K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

21.30%

Shares16.8K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

20.35%

Shares23.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

2.75%

Shares20.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

19.99%

Shares7.4K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.96%

Shares63.9K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

23.24%

Shares39.0K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

23.06%

Shares18.6K

Event2026-06-30

Filed2026-07-24

FTRB

FEDERATED HERMES ETF TRUST

9.98%

Shares258.8K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

1270.93%

Shares21.3K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

32.74%

Shares8.8K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

21.08%

Shares6.1K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

27.19%

Shares53.0K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

26.51%

Shares22.1K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

29.20%

Shares14.4K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

174.24%

Shares5.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

22.76%

Shares31.5K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

23.43%

Shares73.0K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

32.71%

Shares14.7K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

182.48%

Shares39.2K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

28.70%

Shares17.3K

Event2026-06-30

Filed2026-07-24

VISA INC

-27.98%

Shares13.8K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

25.19%

Shares110.0K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

-7.22%

Shares152.0K

Event2026-06-30

Filed2026-07-24

3M CO

31.61%

Shares27.0K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

40.37%

Shares60.7K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

37.24%

Shares34.3K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

33.72%

Shares28.6K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

35.11%

Shares17.2K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

299.88%

Shares6.6K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

52.54%

Shares15.5K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

1.88%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

217.41%

Shares17.8K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

31.22%

Shares52.1K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

41.07%

Shares16.8K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

0.67%

Shares40.4K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

34.71%

Shares30.3K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

14.97%

Shares129.3K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

0.28%

Shares9.2K

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS

37.85%

Shares5.3K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

22.18%

Shares22.4K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

New

Shares14.3K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

34.67%

Shares33.6K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-17.58%

Shares10.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.09%

Shares5.8K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

22.48%

Shares19.0K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares6.5K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

41.24%

Shares18.5K

Event2026-06-30

Filed2026-07-24

TER

TERADYNE INC

-1.43%

Shares4.7K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

0.06%

Shares27.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

New

Shares45.2K

Event2026-06-30

Filed2026-07-24

TWLO

TWILIO INC

-4.75%

Shares9.9K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-28.01%

Shares13.6K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

-4.46%

Shares4.6K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-5.23%

Shares3.5K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

-0.48%

Shares23.9K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

1.55%

Shares7.3K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

-9.51%

Shares6.0K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

-50.48%

Shares3.5K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

4.40%

Shares7.1K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

2.71%

Shares12.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

6.01%

Shares20.7K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-0.46%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-0.36%

Shares17.1K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares29.0K

Event2026-06-30

Filed2026-07-24

CBNA

CHAIN BRIDGE BANCORP INC

0.00%

Shares38.7K

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY COVINGTON TRUST

New

Shares26.4K

Event2026-06-30

Filed2026-07-24

LVHI

LEGG MASON ETF INVT

New

Shares38.3K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-37.09%

Shares9.2K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-5.79%

Shares13.0K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

0.20%

Shares13.8K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

-53.10%

Shares8.4K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

3.42%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SHYD

VANECK ETF TRUST

5.64%

Shares60.0K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

0.33%

Shares37.1K

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC

1.13%

Shares985

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-56.81%

Shares5.9K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-3.52%

Shares6.3K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-2.64%

Shares4.4K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.23%

Shares27.3K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

-2.71%

Shares15.8K

Event2026-06-30

Filed2026-07-24

PVAL

PUTNAM ETF TRUST

0.25%

Shares24.8K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

31.10%

Shares1.9K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-10.90%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-68.36%

Shares9.9K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

254.01%

Shares11.4K

Event2026-06-30

Filed2026-07-24

STK

COLUMBIA SELIGM PREM TECH GR

New

Shares20.6K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.64%

Shares6.9K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-0.44%

Shares37.6K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-1.30%

Shares3.0K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

11.46%

Shares3.8K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

-0.12%

Shares20.0K

Event2026-06-30

Filed2026-07-24

HUM

HUMANA INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

-3.30%

Shares4.9K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

-2.92%

Shares39.3K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

12.81%

Shares819

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

-41.08%

Shares20.4K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

36.58%

Shares6.5K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares5.3K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.78%

Shares15.9K

Event2026-06-30

Filed2026-07-24

HLT

HILTON WORLDWIDE HLDGS INC

-6.73%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-0.12%

Shares7.4K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

-0.79%

Shares10.9K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

0.28%

Shares7.5K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

ELECTRONIC ARTS INC

4.04%

Shares4.1K

Event2026-06-30

Filed2026-07-24

SPTI

SPDR SERIES TRUST

-39.47%

Shares29.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

PECO

PHILLIPS EDISON & CO INC

-8.24%

Shares19.4K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

New

Shares12.9K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-10.62%

Shares14.7K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

1.31%

Shares15.5K

Event2026-06-30

Filed2026-07-24

KEYS

KEYSIGHT TECHNOLOGIES INC

-11.86%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares806

Event2026-06-30

Filed2026-07-24

NBIS

NEBIUS GROUP N.V.

24.39%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

5.03%

Shares2.3K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

101.73%

Shares23.5K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

3.41%

Shares3.8K

Event2026-06-30

Filed2026-07-24

BST

BLACKROCK SCIENCE & TECHNOLO

New

Shares14.2K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-3.89%

Shares7.4K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

16.29%

Shares3.3K

Event2026-06-30

Filed2026-07-24

NRK

NUVEEN NY AMT FREE

-0.37%

Shares65.4K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

20.95%

Shares3.9K

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES TR

-2.86%

Shares9.2K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

1.72%

Shares7.9K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-5.26%

Shares1.9K

Event2026-06-30

Filed2026-07-24

FRO

FRONTLINE PLC

4.08%

Shares19.5K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

5.54%

Shares12.5K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

2.27%

Shares19.5K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

52.77%

Shares11.3K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

24.05%

Shares8.0K

Event2026-06-30

Filed2026-07-24

SHM

SPDR SERIES TRUST

-3.10%

Shares13.1K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-21.60%

Shares6.0K

Event2026-06-30

Filed2026-07-24

XVV

ISHARES TR

1.40%

Shares11.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

111.88%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MAIN

MAIN STR CAP CORP

-6.01%

Shares11.9K

Event2026-06-30

Filed2026-07-24

UYLD

ANGEL OAK FUNDS TRUST

-32.02%

Shares12.1K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-10.38%

Shares11.6K

Event2026-06-30

Filed2026-07-24

RGLD

ROYAL GOLD INC

0.63%

Shares3.0K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

-5.82%

Shares3.9K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

1.02%

Shares11.8K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

-5.79%

Shares1.9K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2426.56%

Shares3.2K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC

7.71%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

-3.10%

Shares6.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-6.86%

Shares747

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

2.44%

Shares4.8K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

0.30%

Shares4.3K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

7.99%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

FEOE

RBB FUND TRUST

14.23%

Shares9.8K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-24

QQQJ

INVESCO EXCH TRADED FD TR II

-2.24%

Shares11.1K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

New

Shares8.1K

Event2026-06-30

Filed2026-07-24

MIDD

MIDDLEBY CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

0.04%

Shares5.5K

Event2026-06-30

Filed2026-07-24

ELAN

ELANCO ANIMAL HEALTH INC

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-24

BWA

BORGWARNER INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

CSGP

COSTAR GROUP INC

1.04%

Shares16.7K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

23.64%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IBN

ICICI BANK LIMITED

3.25%

Shares15.9K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-31.10%

Shares2.7K

Event2026-06-30

Filed2026-07-24

ULTA BEAUTY INC

-3.23%

Shares1.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

0.11%

Shares882

Event2026-06-30

Filed2026-07-24

ALAB

ASTERA LABS INC

New

Shares939

Event2026-06-30

Filed2026-07-24

MLM

MARTIN MARIETTA MATLS INC

-3.08%

Shares786

Event2026-06-30

Filed2026-07-24

BPRE

BLUEROCK PVT REAL ESTATE FD

-0.90%

Shares34.6K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC.

11.96%

Shares4.8K

Event2026-06-30

Filed2026-07-24

GUIDEWIRE SOFTWARE INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

0.69%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TRU

TRANSUNION

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

-2.78%

Shares1.5K

Event2026-06-30

Filed2026-07-24

HTGC

HERCULES CAPITAL INC

33.27%

Shares26.1K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

-10.17%

Shares1.4K

Event2026-06-30

Filed2026-07-24

DOCU

DOCUSIGN INC

-0.37%

Shares9.1K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

-3.79%

Shares533

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-0.98%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SITM

SITIME CORP

New

Shares536

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares11.1K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

DIVO

AMPLIFY ETF TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

0.93%

Shares4.3K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

31.75%

Shares747

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP

0.34%

Shares10.2K

Event2026-06-30

Filed2026-07-24

VMI

VALMONT INDS INC

9.68%

Shares646

Event2026-06-30

Filed2026-07-24

DEXCOM INC

0.72%

Shares5.4K

Event2026-06-30

Filed2026-07-24

DGRS

WISDOMTREE TR

-2.61%

Shares6.2K

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC

12.04%

Shares3.1K

Event2026-06-30

Filed2026-07-24

LYB

LYONDELLBASELL INDUSTRIES NV

4.38%

Shares6.7K

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

-0.91%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

-0.82%

Shares6.1K

Event2026-06-30

Filed2026-07-24

COIN

COINBASE GLOBAL INC

12.52%

Shares2.3K

Event2026-06-30

Filed2026-07-24

LPLA

LPL FINL HLDGS INC

-4.86%

Shares1.2K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

6.38%

Shares200

Event2026-06-30

Filed2026-07-24

DIVB

ISHARES TR

-0.15%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

37.33%

Shares927

Event2026-06-30

Filed2026-07-24

RPM

RPM INTL INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IEX

IDEX CORP

0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-24

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares31.2K

Event2026-06-30

Filed2026-07-24

SMLF

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.13%

Shares757

Event2026-06-30

Filed2026-07-24

SHV

ISHARES TR

16.02%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

SMG

SCOTTS MIRACLE-GRO CO

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

0.54%

Shares3.0K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

10.88%

Shares6.1K

Event2026-06-30

Filed2026-07-24

ON SEMICONDUCTOR CORP

-1.28%

Shares3.2K

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFIC CORP

-4.25%

Shares7.1K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-45.92%

Shares15.3K

Event2026-06-30

Filed2026-07-24

TYL

TYLER TECHNOLOGIES INC

6.03%

Shares1.0K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.46%

Shares1.3K

Event2026-06-30

Filed2026-07-24

AOS

SMITH A O CORP

-0.38%

Shares4.7K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-35.55%

Shares1.3K

Event2026-06-30

Filed2026-07-24

IEP

ICAHN ENTERPRISES LP

New

Shares40.3K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

-8.66%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AT&T INC

24.68%

Shares13.9K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

26.70%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

3.66%

Shares8.4K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

-33.02%

Shares13.9K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

-23.48%

Shares1.0K

Event2026-06-30

Filed2026-07-24

RING

ISHARES INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

CLOI

VANECK ETF TRUST

-44.89%

Shares5.0K

Event2026-06-30

Filed2026-07-24

BOEING CO

-5.62%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

-0.20%

Shares504

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

317.15%

Shares3.3K

Event2026-06-30

Filed2026-07-24

TREX

TREX INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

New

Shares112

Event2026-06-30

Filed2026-07-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-14.36%

Shares1.2K

Event2026-06-30

Filed2026-07-24

AVXC

AMERICAN CENTY ETF TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

15.99%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

4.11%

Shares12.9K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares381

Event2026-06-30

Filed2026-07-24

YYY

AMPLIFY ETF TR

New

Shares21.0K

Event2026-06-30

Filed2026-07-24

RVT

ROYCE SMALL CAP TRUST INC

New

Shares13.1K

Event2026-06-30

Filed2026-07-24

BOTZ

GLOBAL X FDS

-1.56%

Shares6.3K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

2.59%

Shares2.7K

Event2026-06-30

Filed2026-07-24

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.48%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

-3.25%

Shares1.6K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

1.55%

Shares2.4K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

9.71%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

RFG

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

FYEE

FIDELITY GREENWOOD STREET TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-24

DEERE & CO

New

Shares355

Event2026-06-30

Filed2026-07-24

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-24

MKTX

MARKETAXESS HLDGS INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CATH

GLOBAL X FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC

-13.63%

Shares5.0K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

GABELLI ETFS TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-07-24

RZG

INVESCO EXCHANGE TRADED FD T

New

Shares2.9K

Event2026-06-30

Filed2026-07-24

EPS

WISDOMTREE TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

-0.46%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-24

AIQ

GLOBAL X FDS

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

HSBC

HSBC HLDGS PLC

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

OLED

UNIVERSAL DISPLAY CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

USMF

WISDOMTREE TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

VALE

VALE S A

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-24

FTMH

PUTNAM ETF TRUST

-33.67%

Shares11.7K

Event2026-06-30

Filed2026-07-24

PSEC

PROSPECT CAP CORP

New

Shares44.9K

Event2026-06-30

Filed2026-07-24

CLM

CORNERSTONE STRATEGIC INVEST

New

Shares12.6K

Event2026-06-30

Filed2026-07-24

LYG

LLOYDS BANKING GROUP PLC

1.21%

Shares16.3K

Event2026-06-30

Filed2026-07-24

CRF

CORNERSTONE TOTAL RETURN FD

New

Shares12.5K

Event2026-06-30

Filed2026-07-24

SOUN

SOUNDHOUND AI INC

5.10%

Shares12.3K

Event2026-06-30

Filed2026-07-24

ASG

LIBERTY ALL-STAR GROWTH FD I

New

Shares12.0K

Event2026-06-30

Filed2026-07-24

PHK

PIMCO HIGH INCOME FD

2.77%

Shares11.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available