The Analysis of Spire Wealth Management's Holdings & P&L


Currently, Spire Wealth Management holds 2226 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in VGT (+500.8K shares, valued at $59.9M), KLAC (+84.1K shares, valued at $25.3M), IWF (+137.0K shares, valued at $17.0M); decreased their positions in DELL (-23.1K shares, valued at $10.0M), NVDA (-30.4K shares, valued at $6.1M), N/A (-10.3K shares, valued at $5.8M); initiated new positions in FLEX (+27.2K shares, valued at $4.4M), XHS (+28.3K shares, valued at $3.7M), DOCN (+22.4K shares, valued at $3.5M).


1M P&L
+1.9M+0.07%
3M P&L
-73.6M-2.76%
HY P&L
-297.3M-10.28%

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/A1.5B
57.2%
2Semiconductors204.4M
7.6%
3Consumer Electronics106.0M
3.9%

Top Industries by Stock Count

1N/A951 stocks
45.9%
2Banks - Regional55 stocks
2.7%
3Software - Application39 stocks
1.9%
Stock Holdings
ISHARES TR
ISHARES TR
-1.84%
Shares231.9K
Event2026-06-30
Filed2026-07-15
NVDA
NVIDIA CORPORATION
-4.96%
Shares581.4K
Event2026-06-30
Filed2026-07-15
AAPL
APPLE INC
-4.51%
Shares366.1K
Event2026-06-30
Filed2026-07-15
AMZN
AMAZON COM INC
-2.40%
Shares314.2K
Event2026-06-30
Filed2026-07-15
VGT
VANGUARD WORLD FD
669.78%
Shares575.6K
Event2026-06-30
Filed2026-07-15
GOOGL
ALPHABET INC
-6.22%
Shares171.0K
Event2026-06-30
Filed2026-07-15
MSFT
MICROSOFT CORP
-0.62%
Shares131.3K
Event2026-06-30
Filed2026-07-15
SPDR S P 500 ETF TR
SPDR S P 500 ETF TR
2.85%
Shares59.1K
Event2026-06-30
Filed2026-07-15
IUSB
ISHARES TR
-1.09%
Shares868.5K
Event2026-06-30
Filed2026-07-15
BROADCOM INC
BROADCOM INC
-9.19%
Shares98.3K
Event2026-06-30
Filed2026-07-15
GOOG
ALPHABET INC
-3.14%
Shares97.3K
Event2026-06-30
Filed2026-07-15
JBND
J P MORGAN EXCHANGE TRADED F
-2.65%
Shares633.7K
Event2026-06-30
Filed2026-07-15
LLY
ELI LILLY CO
1.32%
Shares27.9K
Event2026-06-30
Filed2026-07-15
VOO
VANGUARD INDEX FDS
13.36%
Shares45.1K
Event2026-06-30
Filed2026-07-15
ISHARES TR
ISHARES TR
0.84%
Shares319.1K
Event2026-06-30
Filed2026-07-15
ISHARES TR
ISHARES TR
0.25%
Shares307.5K
Event2026-06-30
Filed2026-07-15
IVW
ISHARES TR
-0.35%
Shares209.0K
Event2026-06-30
Filed2026-07-15
APPLIED MATLS INC
APPLIED MATLS INC
2.38%
Shares39.4K
Event2026-06-30
Filed2026-07-15
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
0.66%
Shares30.0K
Event2026-06-30
Filed2026-07-15
XLK
SELECT SECTOR SPDR TR
-6.40%
Shares146.9K
Event2026-06-30
Filed2026-07-15
KLAC
KLA CORP
960.23%
Shares92.8K
Event2026-06-30
Filed2026-07-15
IVE
ISHARES TR
-1.55%
Shares119.5K
Event2026-06-30
Filed2026-07-15
IUSG
ISHARES TR
-0.13%
Shares138.4K
Event2026-06-30
Filed2026-07-15
SSO
PROSHARES TR
-9.03%
Shares382.0K
Event2026-06-30
Filed2026-07-15
JCPB
J P MORGAN EXCHANGE TRADED F
0.00%
Shares531.1K
Event2026-06-30
Filed2026-07-15
XLF
SELECT SECTOR SPDR TR
-4.18%
Shares461.9K
Event2026-06-30
Filed2026-07-15
FBND
FIDELITY MERRIMACK STR TR
-0.68%
Shares544.2K
Event2026-06-30
Filed2026-07-15
JPST
J P MORGAN EXCHANGE TRADED F
-3.00%
Shares482.8K
Event2026-06-30
Filed2026-07-15
VTV
VANGUARD INDEX FDS
-2.35%
Shares110.7K
Event2026-06-30
Filed2026-07-15
META PLATFORMS INC
META PLATFORMS INC
-19.42%
Shares42.8K
Event2026-06-30
Filed2026-07-15
HTRB
HARTFORD FDS EXCHANGE TRADED
-0.12%
Shares713.5K
Event2026-06-30
Filed2026-07-15
EVTR
MORGAN STANLEY ETF TRUST
-0.00%
Shares472.6K
Event2026-06-30
Filed2026-07-15
JPMORGAN CHASE CO
JPMORGAN CHASE CO
-0.38%
Shares72.9K
Event2026-06-30
Filed2026-07-15
QQQ
INVESCO QQQ TR
3.38%
Shares32.2K
Event2026-06-30
Filed2026-07-15
MU
MICRON TECHNOLOGY INC
-9.04%
Shares20.4K
Event2026-06-30
Filed2026-07-15
CAT
CATERPILLAR INC
0.58%
Shares21.8K
Event2026-06-30
Filed2026-07-15
IWF
ISHARES TR
291.54%
Shares183.9K
Event2026-06-30
Filed2026-07-15
PANW
PALO ALTO NETWORKS INC
12.25%
Shares64.4K
Event2026-06-30
Filed2026-07-15
LRCX
LAM RESEARCH CORP
-5.50%
Shares49.9K
Event2026-06-30
Filed2026-07-15
DFUS
DIMENSIONAL ETF TRUST
1.24%
Shares251.2K
Event2026-06-30
Filed2026-07-15
IEMG
ISHARES INC
-6.10%
Shares238.1K
Event2026-06-30
Filed2026-07-15
XLI
SELECT SECTOR SPDR TR
-0.75%
Shares99.5K
Event2026-06-30
Filed2026-07-15
DFUV
DIMENSIONAL ETF TRUST
1.29%
Shares330.2K
Event2026-06-30
Filed2026-07-15
INTC
INTEL CORP
-3.12%
Shares126.4K
Event2026-06-30
Filed2026-07-15
QUANTA SVCS INC
QUANTA SVCS INC
-0.76%
Shares24.3K
Event2026-06-30
Filed2026-07-15
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-2.61%
Shares33.3K
Event2026-06-30
Filed2026-07-15
ACWX
ISHARES TR
-3.13%
Shares212.8K
Event2026-06-30
Filed2026-07-15
WMT
WALMART INC
3.32%
Shares141.1K
Event2026-06-30
Filed2026-07-15
XLC
SELECT SECTOR SPDR TR
-7.05%
Shares143.6K
Event2026-06-30
Filed2026-07-15
VCR
VANGUARD WORLD FD
-3.43%
Shares36.0K
Event2026-06-30
Filed2026-07-15
AMD
ADVANCED MICRO DEVICES INC
-9.70%
Shares24.5K
Event2026-06-30
Filed2026-07-15
SMH
VANECK ETF TRUST
0.93%
Shares21.1K
Event2026-06-30
Filed2026-07-15
VISA INC
VISA INC
-0.70%
Shares40.0K
Event2026-06-30
Filed2026-07-15
FIX
COMFORT SYS USA INC
6.99%
Shares6.9K
Event2026-06-30
Filed2026-07-15
TSM
TAIWAN SEMICONDUCTOR MFG LTD
6.01%
Shares28.5K
Event2026-06-30
Filed2026-07-15
MAR
MARRIOTT INTL INC NEW
-1.00%
Shares35.6K
Event2026-06-30
Filed2026-07-15
EFA
ISHARES TR
-1.68%
Shares126.2K
Event2026-06-30
Filed2026-07-15
SOXX
ISHARES TR
-22.57%
Shares20.3K
Event2026-06-30
Filed2026-07-15
NETFLIX INC
NETFLIX INC
5.09%
Shares177.7K
Event2026-06-30
Filed2026-07-15
DFAT
DIMENSIONAL ETF TRUST
1.70%
Shares181.3K
Event2026-06-30
Filed2026-07-15
XBI
SPDR SER TR
16.59%
Shares79.9K
Event2026-06-30
Filed2026-07-15
XLV
SELECT SECTOR SPDR TR
-3.22%
Shares79.0K
Event2026-06-30
Filed2026-07-15
GS
GOLDMAN SACHS GROUP INC
-2.24%
Shares12.3K
Event2026-06-30
Filed2026-07-15
EMB
ISHARES TR
-0.51%
Shares128.5K
Event2026-06-30
Filed2026-07-15
DFAS
DIMENSIONAL ETF TRUST
2.37%
Shares141.6K
Event2026-06-30
Filed2026-07-15
ANET
ARISTA NETWORKS INC
-2.70%
Shares68.5K
Event2026-06-30
Filed2026-07-15
LUMENTUM HLDGS INC
LUMENTUM HLDGS INC
-29.37%
Shares13.5K
Event2026-06-30
Filed2026-07-15
IYW
ISHARES TR
-0.99%
Shares45.6K
Event2026-06-30
Filed2026-07-15
GLD
SPDR GOLD TR
-0.42%
Shares30.3K
Event2026-06-30
Filed2026-07-15
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
20.46%
Shares11.5K
Event2026-06-30
Filed2026-07-15
BRK.B
BERKSHIRE HATHAWAY INC DEL
-1.37%
Shares21.9K
Event2026-06-30
Filed2026-07-15
MCK
MCKESSON CORP
2.93%
Shares14.0K
Event2026-06-30
Filed2026-07-15
IEF
ISHARES TR
-7.58%
Shares111.9K
Event2026-06-30
Filed2026-07-15
DELL
DELL TECHNOLOGIES INC
-48.63%
Shares24.4K
Event2026-06-30
Filed2026-07-15
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-8.59%
Shares13.3K
Event2026-06-30
Filed2026-07-15
IAU
ISHARES GOLD TR
-4.29%
Shares131.9K
Event2026-06-30
Filed2026-07-15
MRVL
MARVELL TECHNOLOGY INC
-3.57%
Shares33.0K
Event2026-06-30
Filed2026-07-15
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
13.59%
Shares159.8K
Event2026-06-30
Filed2026-07-15
VXUS
VANGUARD STAR FDS
9.68%
Shares114.6K
Event2026-06-30
Filed2026-07-15
IJH
ISHARES TR
-2.77%
Shares125.4K
Event2026-06-30
Filed2026-07-15
VUG
VANGUARD INDEX FDS
497.07%
Shares108.5K
Event2026-06-30
Filed2026-07-15
IJR
ISHARES TR
-4.03%
Shares61.0K
Event2026-06-30
Filed2026-07-15
GEV
GE VERNOVA INC
18.35%
Shares7.5K
Event2026-06-30
Filed2026-07-15
APUE
TRUST FOR PROFESSIONAL MANAG
13.49%
Shares190.4K
Event2026-06-30
Filed2026-07-15
EFV
ISHARES TR
-4.27%
Shares114.8K
Event2026-06-30
Filed2026-07-15
TER
TERADYNE INC
-27.34%
Shares18.1K
Event2026-06-30
Filed2026-07-15
WDC
WESTERN DIGITAL CORP
-10.20%
Shares13.6K
Event2026-06-30
Filed2026-07-15
SPXL
DIREXION SHS ETF TR
-11.27%
Shares31.8K
Event2026-06-30
Filed2026-07-15
SHY
ISHARES TR
7.91%
Shares104.0K
Event2026-06-30
Filed2026-07-15
ORLY
OREILLY AUTOMOTIVE INC
45.34%
Shares92.4K
Event2026-06-30
Filed2026-07-15
IWB
ISHARES TR
-1.19%
Shares20.6K
Event2026-06-30
Filed2026-07-15
PULS
PGIM ETF TR
53.72%
Shares169.7K
Event2026-06-30
Filed2026-07-15
QUAL
ISHARES TR
-13.76%
Shares37.0K
Event2026-06-30
Filed2026-07-15
JBL
JABIL INC
7213.89%
Shares21.1K
Event2026-06-30
Filed2026-07-15
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-12.81%
Shares68.8K
Event2026-06-30
Filed2026-07-15
VIG
VANGUARD SPECIALIZED FUNDS
7.23%
Shares33.5K
Event2026-06-30
Filed2026-07-15
SECT
NORTHERN LTS FD TR IV
-18.93%
Shares106.7K
Event2026-06-30
Filed2026-07-15
GLW
CORNING INC
4.02%
Shares29.8K
Event2026-06-30
Filed2026-07-15
AIRR
FIRST TR EXCHANGE TRADED FD
17.21%
Shares57.0K
Event2026-06-30
Filed2026-07-15
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.96%
Shares17.9K
Event2026-06-30
Filed2026-07-15
RDVY
FIRST TR EXCHANGE TRADED FD
1.58%
Shares91.3K
Event2026-06-30
Filed2026-07-15
ASML
ASML HOLDING N V
-3.53%
Shares3.6K
Event2026-06-30
Filed2026-07-15
SPYV
SPDR SER TR
-2.28%
Shares117.7K
Event2026-06-30
Filed2026-07-15
ONEQ
FIDELITY COMWLTH TR
-2.98%
Shares68.0K
Event2026-06-30
Filed2026-07-15
TSLA
TESLA INC
-6.36%
Shares16.3K
Event2026-06-30
Filed2026-07-15
VOE
VANGUARD INDEX FDS
2.99%
Shares34.3K
Event2026-06-30
Filed2026-07-15
BIL
SPDR SER TR
13.31%
Shares72.0K
Event2026-06-30
Filed2026-07-15
ATI INC
ATI INC
-0.48%
Shares33.4K
Event2026-06-30
Filed2026-07-15
EXXON MOBIL CORP
EXXON MOBIL CORP
18.93%
Shares47.9K
Event2026-06-30
Filed2026-07-15
MAGS
LISTED FD TR
-3.05%
Shares100.7K
Event2026-06-30
Filed2026-07-15
JEPI
J P MORGAN EXCHANGE TRADED F
-0.12%
Shares110.0K
Event2026-06-30
Filed2026-07-15
CASY
CASEYS GEN STORES INC
-2.20%
Shares7.7K
Event2026-06-30
Filed2026-07-15
SCHD
SCHWAB STRATEGIC TR
1.19%
Shares193.9K
Event2026-06-30
Filed2026-07-15
IWM
ISHARES TR
-1.77%
Shares20.4K
Event2026-06-30
Filed2026-07-15
DYNF
BLACKROCK ETF TRUST
3.85%
Shares88.6K
Event2026-06-30
Filed2026-07-15
TWLO
TWILIO INC
85700.00%
Shares29.2K
Event2026-06-30
Filed2026-07-15
VTIP
VANGUARD MALVERN FDS
2.69%
Shares119.7K
Event2026-06-30
Filed2026-07-15
APCB
TRUST FOR PROFESSIONAL MANAG
17.03%
Shares204.0K
Event2026-06-30
Filed2026-07-15
IDEV
ISHARES TR
-5.30%
Shares67.3K
Event2026-06-30
Filed2026-07-15
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-2.56%
Shares131.8K
Event2026-06-30
Filed2026-07-15
HACK
AMPLIFY ETF TR
465.78%
Shares56.7K
Event2026-06-30
Filed2026-07-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.39%
Shares118.7K
Event2026-06-30
Filed2026-07-15
PWB
INVESCO EXCHANGE TRADED FD T
3.95%
Shares34.6K
Event2026-06-30
Filed2026-07-15
WELL
WELLTOWER INC
-0.01%
Shares25.5K
Event2026-06-30
Filed2026-07-15
XLP
SELECT SECTOR SPDR TR
-6.95%
Shares69.2K
Event2026-06-30
Filed2026-07-15
XPO
XPO INC
0.53%
Shares27.5K
Event2026-06-30
Filed2026-07-15
NVS
NOVARTIS AG
-1.64%
Shares36.0K
Event2026-06-30
Filed2026-07-15
IUSV
ISHARES TR
-0.82%
Shares51.0K
Event2026-06-30
Filed2026-07-15
HD
HOME DEPOT INC
-41.98%
Shares15.8K
Event2026-06-30
Filed2026-07-15
SGOV
ISHARES TR
26.39%
Shares55.3K
Event2026-06-30
Filed2026-07-15
DFIV
DIMENSIONAL ETF TRUST
1.99%
Shares102.5K
Event2026-06-30
Filed2026-07-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-26.84%
Shares14.8K
Event2026-06-30
Filed2026-07-15
FTI
TECHNIPFMC PLC
131719.35%
Shares81.7K
Event2026-06-30
Filed2026-07-15
MGK
VANGUARD WORLD FD
345.18%
Shares61.2K
Event2026-06-30
Filed2026-07-15
RSP
INVESCO EXCHANGE TRADED FD T
-22.73%
Shares24.6K
Event2026-06-30
Filed2026-07-15
CISCO SYS INC
CISCO SYS INC
-9.10%
Shares44.3K
Event2026-06-30
Filed2026-07-15
DFGR
DIMENSIONAL ETF TRUST
1.62%
Shares174.1K
Event2026-06-30
Filed2026-07-15
IWD
ISHARES TR
-6.45%
Shares20.7K
Event2026-06-30
Filed2026-07-15
BWXT
BWX TECHNOLOGIES INC
2.14%
Shares25.4K
Event2026-06-30
Filed2026-07-15
EEM
ISHARES TR
5.24%
Shares72.3K
Event2026-06-30
Filed2026-07-15
DIVO
AMPLIFY ETF TR
-1.65%
Shares105.4K
Event2026-06-30
Filed2026-07-15
BK
BANK NEW YORK MELLON CORP
2114.59%
Shares33.2K
Event2026-06-30
Filed2026-07-15
VTEB
VANGUARD MUN BD FDS
3.69%
Shares93.8K
Event2026-06-30
Filed2026-07-15
EME
EMCOR GROUP INC
4.32%
Shares5.7K
Event2026-06-30
Filed2026-07-15
TJX
TJX COS INC NEW
26.52%
Shares31.0K
Event2026-06-30
Filed2026-07-15
OIH
VANECK ETF TRUST
-28.74%
Shares12.4K
Event2026-06-30
Filed2026-07-15
TT
TRANE TECHNOLOGIES PLC
-9.11%
Shares9.3K
Event2026-06-30
Filed2026-07-15
IXUS
ISHARES TR
1.46%
Shares47.7K
Event2026-06-30
Filed2026-07-15
UBER
UBER TECHNOLOGIES INC
-2.27%
Shares61.2K
Event2026-06-30
Filed2026-07-15
VXF
VANGUARD INDEX FDS
-5.80%
Shares17.9K
Event2026-06-30
Filed2026-07-15
FLEX
FLEX LTD
New
Shares27.2K
Event2026-06-30
Filed2026-07-15
SPMO
INVESCO EXCH TRADED FD TR II
13.16%
Shares26.3K
Event2026-06-30
Filed2026-07-15
ARK ETF TR
ARK ETF TR
21.09%
Shares32.0K
Event2026-06-30
Filed2026-07-15
CGGR
CAPITAL GROUP GROWTH ETF
2.63%
Shares89.4K
Event2026-06-30
Filed2026-07-15
ISRG
INTUITIVE SURGICAL INC
-25.30%
Shares10.5K
Event2026-06-30
Filed2026-07-15
WFRD
WEATHERFORD INTL PLC
-0.50%
Shares51.0K
Event2026-06-30
Filed2026-07-15
DFIS
DIMENSIONAL ETF TRUST
1.14%
Shares115.4K
Event2026-06-30
Filed2026-07-15
XLE
SELECT SECTOR SPDR TR
-18.13%
Shares75.4K
Event2026-06-30
Filed2026-07-15
DISV
DIMENSIONAL ETF TRUST
1.05%
Shares99.5K
Event2026-06-30
Filed2026-07-15
IWR
ISHARES TR
-1.43%
Shares36.1K
Event2026-06-30
Filed2026-07-15
LOW
LOWES COS INC
45.09%
Shares17.8K
Event2026-06-30
Filed2026-07-15
PVAL
PUTNAM ETF TRUST
3.23%
Shares75.2K
Event2026-06-30
Filed2026-07-15
BIV
VANGUARD BD INDEX FDS
-0.42%
Shares49.7K
Event2026-06-30
Filed2026-07-15
VWO
VANGUARD INTL EQUITY INDEX F
-0.93%
Shares62.9K
Event2026-06-30
Filed2026-07-15
XHS
SPDR SER TR
New
Shares28.3K
Event2026-06-30
Filed2026-07-15
VRT
VERTIV HOLDINGS CO
0.15%
Shares11.1K
Event2026-06-30
Filed2026-07-15
ADI
ANALOG DEVICES INC
27.69%
Shares9.3K
Event2026-06-30
Filed2026-07-15
SCHG
SCHWAB STRATEGIC TR
13.42%
Shares109.1K
Event2026-06-30
Filed2026-07-15
APIE
TRUST FOR PROFESSIONAL MANAG
14.93%
Shares94.3K
Event2026-06-30
Filed2026-07-15
LMT
LOCKHEED MARTIN CORP
-1.72%
Shares7.1K
Event2026-06-30
Filed2026-07-15
HWM
HOWMET AEROSPACE INC
97.90%
Shares13.4K
Event2026-06-30
Filed2026-07-15
GE
GE AEROSPACE
7.22%
Shares9.5K
Event2026-06-30
Filed2026-07-15
VEU
VANGUARD INTL EQUITY INDEX F
0.55%
Shares42.1K
Event2026-06-30
Filed2026-07-15
CVS
CVS HEALTH CORP
2.51%
Shares34.1K
Event2026-06-30
Filed2026-07-15
DOCN
DIGITALOCEAN HLDGS INC
New
Shares22.4K
Event2026-06-30
Filed2026-07-15
UJAN
INNOVATOR ETFS TRUST
-0.70%
Shares76.5K
Event2026-06-30
Filed2026-07-15
TXN
TEXAS INSTRS INC
409.25%
Shares11.6K
Event2026-06-30
Filed2026-07-15
IBM
INTERNATIONAL BUSINESS MACHS
-2.55%
Shares12.1K
Event2026-06-30
Filed2026-07-15
OHI
OMEGA HEALTHCARE INVS INC
0.30%
Shares71.0K
Event2026-06-30
Filed2026-07-15
GRID
FIRST TR EXCHANGE TRADED FD
35.43%
Shares17.6K
Event2026-06-30
Filed2026-07-15
CLS
CELESTICA INC
31.09%
Shares9.1K
Event2026-06-30
Filed2026-07-15
SDVY
FIRST TR EXCHANGE TRADED FD
-0.38%
Shares76.8K
Event2026-06-30
Filed2026-07-15
ABBVIE INC
ABBVIE INC
9.96%
Shares13.1K
Event2026-06-30
Filed2026-07-15
VBR
VANGUARD INDEX FDS
-3.75%
Shares13.4K
Event2026-06-30
Filed2026-07-15
UOCT
INNOVATOR ETFS TRUST
-4.18%
Shares78.8K
Event2026-06-30
Filed2026-07-15
FBTC
FIDELITY WISE ORIGIN BITCOIN
15.03%
Shares62.9K
Event2026-06-30
Filed2026-07-15
EVT
EATON VANCE TAX ADVT DIV INC
-4.94%
Shares115.6K
Event2026-06-30
Filed2026-07-15
CAH
CARDINAL HEALTH INC
4.58%
Shares13.4K
Event2026-06-30
Filed2026-07-15
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-12.69%
Shares35.7K
Event2026-06-30
Filed2026-07-15
ETN
EATON CORP PLC
-13.78%
Shares7.3K
Event2026-06-30
Filed2026-07-15
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.67%
Shares90.0K
Event2026-06-30
Filed2026-07-15
JNJ
JOHNSON JOHNSON
-7.98%
Shares12.3K
Event2026-06-30
Filed2026-07-15
PBOC
PGIM ROCK ETF TR
-4.41%
Shares101.1K
Event2026-06-30
Filed2026-07-15
OCTW
AIM ETF PRODUCTS TRUST
-4.40%
Shares75.6K
Event2026-06-30
Filed2026-07-15
QQEW
FIRST TR NAS100 EQ WEIGHTED
0.00%
Shares19.3K
Event2026-06-30
Filed2026-07-15
UFEB
INNOVATOR ETFS TRUST
-0.34%
Shares79.8K
Event2026-06-30
Filed2026-07-15
PGR
PROGRESSIVE CORP
-10.72%
Shares14.0K
Event2026-06-30
Filed2026-07-15
RVMD
REVOLUTION MEDICINES INC
New
Shares16.1K
Event2026-06-30
Filed2026-07-15
PBFB
PGIM ROCK ETF TR
-0.13%
Shares94.7K
Event2026-06-30
Filed2026-07-15
FEBW
AIM ETF PRODUCTS TRUST
-0.27%
Shares85.0K
Event2026-06-30
Filed2026-07-15
HCA
HCA HEALTHCARE INC
-6.43%
Shares7.6K
Event2026-06-30
Filed2026-07-15
PJUL
INNOVATOR ETFS TRUST
-0.73%
Shares60.7K
Event2026-06-30
Filed2026-07-15
IJK
ISHARES TR
-1.24%
Shares25.2K
Event2026-06-30
Filed2026-07-15
APPLOVIN CORP
APPLOVIN CORP
6.50%
Shares5.7K
Event2026-06-30
Filed2026-07-15
SHOP
SHOPIFY INC
1.28%
Shares25.7K
Event2026-06-30
Filed2026-07-15
ITA
ISHARES TR
4.38%
Shares12.0K
Event2026-06-30
Filed2026-07-15
ARTY
ISHARES TR
14917.32%
Shares38.1K
Event2026-06-30
Filed2026-07-15
CVX
CHEVRON CORP NEW
-12.43%
Shares17.5K
Event2026-06-30
Filed2026-07-15
CHUBB LIMITED
CHUBB LIMITED
3.27%
Shares8.4K
Event2026-06-30
Filed2026-07-15
ALL
ALLSTATE CORP
4.06%
Shares12.0K
Event2026-06-30
Filed2026-07-15
PPA
INVESCO EXCHANGE TRADED FD T
10.01%
Shares16.2K
Event2026-06-30
Filed2026-07-15
GWW
GRAINGER W W INC
134.15%
Shares2.1K
Event2026-06-30
Filed2026-07-15
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
5.82%
Shares8.6K
Event2026-06-30
Filed2026-07-15
ROST
ROSS STORES INC
7227.22%
Shares13.2K
Event2026-06-30
Filed2026-07-15
DFAI
DIMENSIONAL ETF TRUST
4.97%
Shares67.7K
Event2026-06-30
Filed2026-07-15
VT
VANGUARD INTL EQUITY INDEX F
13.59%
Shares17.5K
Event2026-06-30
Filed2026-07-15
BX
BLACKSTONE INC
-8.13%
Shares23.3K
Event2026-06-30
Filed2026-07-15
MPC
MARATHON PETE CORP
-2.18%
Shares10.6K
Event2026-06-30
Filed2026-07-15
JANW
AIM ETF PRODUCTS TRUST
-0.83%
Shares69.7K
Event2026-06-30
Filed2026-07-15
UDEC
INNOVATOR ETFS TRUST
-2.44%
Shares64.5K
Event2026-06-30
Filed2026-07-15
NEA
NUVEEN AMT FREE QLTY MUN INC
35.50%
Shares228.6K
Event2026-06-30
Filed2026-07-15
PBJA
PGIM ROCK ETF TR
2.26%
Shares82.7K
Event2026-06-30
Filed2026-07-15
XLRE
SELECT SECTOR SPDR TR
-3.49%
Shares59.3K
Event2026-06-30
Filed2026-07-15
UJUN
INNOVATOR ETFS TRUST
70.10%
Shares67.7K
Event2026-06-30
Filed2026-07-15
IGV
ISHARES TR
16.53%
Shares28.6K
Event2026-06-30
Filed2026-07-15
PBDE
PGIM ROCK ETF TR
-2.54%
Shares83.4K
Event2026-06-30
Filed2026-07-15
JQUA
J P MORGAN EXCHANGE TRADED F
-3.77%
Shares35.7K
Event2026-06-30
Filed2026-07-15
BKLN
INVESCO EXCH TRADED FD TR II
-17.65%
Shares126.6K
Event2026-06-30
Filed2026-07-15
DECW
AIM ETF PRODUCTS TRUST
-2.49%
Shares72.3K
Event2026-06-30
Filed2026-07-15
USEP
INNOVATOR ETFS TRUST
-22.62%
Shares62.3K
Event2026-06-30
Filed2026-07-15
BSV
VANGUARD BD INDEX FDS
24.55%
Shares33.0K
Event2026-06-30
Filed2026-07-15
UNOV
INNOVATOR ETFS TRUST
-1.17%
Shares63.0K
Event2026-06-30
Filed2026-07-15
SHV
ISHARES TR
-3.07%
Shares22.9K
Event2026-06-30
Filed2026-07-15
PG
PROCTER AND GAMBLE CO
-14.73%
Shares17.0K
Event2026-06-30
Filed2026-07-15
SEPW
AIM ETF PRODUCTS TRUST
-22.78%
Shares74.8K
Event2026-06-30
Filed2026-07-15
PBSE
PGIM ROCK ETF TR
-22.88%
Shares80.9K
Event2026-06-30
Filed2026-07-15
IBKR
INTERACTIVE BROKERS GROUP IN
-5.96%
Shares28.6K
Event2026-06-30
Filed2026-07-15
MRK
MERCK CO INC
-4.66%
Shares19.2K
Event2026-06-30
Filed2026-07-15
BAC
BANK AMERICA CORP
6.61%
Shares43.3K
Event2026-06-30
Filed2026-07-15
JUNW
AIM ETF PRODUCTS TRUST
83.78%
Shares69.8K
Event2026-06-30
Filed2026-07-15
PBJN
PGIM ROCK ETF TR
83.66%
Shares77.8K
Event2026-06-30
Filed2026-07-15
PM
PHILIP MORRIS INTL INC
3.26%
Shares13.3K
Event2026-06-30
Filed2026-07-15
CEF
SPROTT PHYSICAL GOLD SILVE
0.19%
Shares59.2K
Event2026-06-30
Filed2026-07-15
VIOV
VANGUARD ADMIRAL FDS INC
2.60%
Shares20.3K
Event2026-06-30
Filed2026-07-15
LIN
LINDE PLC
582.88%
Shares4.5K
Event2026-06-30
Filed2026-07-15
FTCB
FIRST TR EXCHANGE TRADED FD
-8.97%
Shares113.0K
Event2026-06-30
Filed2026-07-15
PMAR
INNOVATOR ETFS TRUST
-2.99%
Shares49.0K
Event2026-06-30
Filed2026-07-15
FTEC
FIDELITY COVINGTON TRUST
1.54%
Shares8.2K
Event2026-06-30
Filed2026-07-15
NVBW
AIM ETF PRODUCTS TRUST
-1.29%
Shares65.2K
Event2026-06-30
Filed2026-07-15
EFG
ISHARES TR
-1.30%
Shares18.7K
Event2026-06-30
Filed2026-07-15
PBNV
PGIM ROCK ETF TR
-0.89%
Shares74.6K
Event2026-06-30
Filed2026-07-15
DIA
SPDR DOW JONES INDL AVERAGE
-3.89%
Shares4.4K
Event2026-06-30
Filed2026-07-15
VCSH
VANGUARD SCOTTSDALE FDS
2.94%
Shares28.9K
Event2026-06-30
Filed2026-07-15
SCHR
SCHWAB STRATEGIC TR
-9.01%
Shares91.9K
Event2026-06-30
Filed2026-07-15
STRL
STERLING INFRASTRUCTURE INC
-17.94%
Shares2.7K
Event2026-06-30
Filed2026-07-15
C
CITIGROUP INC
-14.18%
Shares16.0K
Event2026-06-30
Filed2026-07-15
DGRO
ISHARES TR
2.92%
Shares29.4K
Event2026-06-30
Filed2026-07-15
UMAY
INNOVATOR ETFS TRUST
122.93%
Shares57.7K
Event2026-06-30
Filed2026-07-15
MDYG
SPDR SER TR
5.87%
Shares19.4K
Event2026-06-30
Filed2026-07-15
JAAA
JANUS DETROIT STR TR
19.06%
Shares43.0K
Event2026-06-30
Filed2026-07-15
INFL
LISTED FD TR
0.16%
Shares43.3K
Event2026-06-30
Filed2026-07-15
BJUL
INNOVATOR ETFS TRUST
-2.87%
Shares39.7K
Event2026-06-30
Filed2026-07-15
DFEV
DIMENSIONAL ETF TRUST
1.11%
Shares50.5K
Event2026-06-30
Filed2026-07-15
SPDR SER TR
SPDR SER TR
45.66%
Shares24.4K
Event2026-06-30
Filed2026-07-15
FTSM
FIRST TR EXCHANGE TRADED FD
-21.54%
Shares35.8K
Event2026-06-30
Filed2026-07-15
GUNR
FLEXSHARES TR
-3.90%
Shares43.4K
Event2026-06-30
Filed2026-07-15
SDY
SPDR SER TR
-0.21%
Shares14.0K
Event2026-06-30
Filed2026-07-15
PWV
INVESCO EXCHANGE TRADED FD T
-9.45%
Shares27.8K
Event2026-06-30
Filed2026-07-15
XLY
SELECT SECTOR SPDR TR
-13.55%
Shares17.9K
Event2026-06-30
Filed2026-07-15
BA
BOEING CO
0.18%
Shares9.7K
Event2026-06-30
Filed2026-07-15
MTUM
ISHARES TR
-4.91%
Shares6.1K
Event2026-06-30
Filed2026-07-15
OEF
ISHARES TR
-4.86%
Shares5.6K
Event2026-06-30
Filed2026-07-15
MO
ALTRIA GROUP INC
41.58%
Shares28.4K
Event2026-06-30
Filed2026-07-15
VEA
VANGUARD TAX MANAGED FDS
-3.19%
Shares28.6K
Event2026-06-30
Filed2026-07-15
WCMI
FIRST TR EXCHANGE TRADED FD
2.20%
Shares103.1K
Event2026-06-30
Filed2026-07-15
CEG
CONSTELLATION ENERGY CORP
10.20%
Shares8.0K
Event2026-06-30
Filed2026-07-15
PBMY
PGIM ROCK ETF TR
159.57%
Shares63.7K
Event2026-06-30
Filed2026-07-15
MAYW
AIM ETF PRODUCTS TRUST
159.18%
Shares57.0K
Event2026-06-30
Filed2026-07-15
DSI
ISHARES TR
-3.35%
Shares13.8K
Event2026-06-30
Filed2026-07-15
RTX CORPORATION
RTX CORPORATION
-8.20%
Shares10.4K
Event2026-06-30
Filed2026-07-15
COR
CENCORA INC
21.09%
Shares6.9K
Event2026-06-30
Filed2026-07-15
BNDX
VANGUARD CHARLOTTE FDS
8.25%
Shares39.9K
Event2026-06-30
Filed2026-07-15
MS
MORGAN STANLEY
7.57%
Shares9.1K
Event2026-06-30
Filed2026-07-15
ACMR
ACM RESH INC
-10.01%
Shares14.7K
Event2026-06-30
Filed2026-07-15
SBUX
STARBUCKS CORP
-21.61%
Shares18.2K
Event2026-06-30
Filed2026-07-15
MSCI
MSCI INC
6005.56%
Shares3.3K
Event2026-06-30
Filed2026-07-15
ORACLE CORP
ORACLE CORP
8.50%
Shares12.6K
Event2026-06-30
Filed2026-07-15
SPG
SIMON PPTY GROUP INC NEW
121.66%
Shares8.2K
Event2026-06-30
Filed2026-07-15
URI
UNITED RENTALS INC
-8.46%
Shares1.6K
Event2026-06-30
Filed2026-07-15
USMV
ISHARES TR
-7.36%
Shares18.6K
Event2026-06-30
Filed2026-07-15
XSVM
INVESCO EXCHANGE TRADED FD T
-0.39%
Shares25.8K
Event2026-06-30
Filed2026-07-15
AXP
AMERICAN EXPRESS CO
-5.37%
Shares5.3K
Event2026-06-30
Filed2026-07-15
VO
VANGUARD INDEX FDS
286.11%
Shares22.2K
Event2026-06-30
Filed2026-07-15
HYLS
FIRST TR EXCHANGE TRADED FD
-10.32%
Shares43.7K
Event2026-06-30
Filed2026-07-15
SOUTHERN CO
SOUTHERN CO
0.21%
Shares18.4K
Event2026-06-30
Filed2026-07-15
VYM
VANGUARD WHITEHALL FDS
-3.98%
Shares11.0K
Event2026-06-30
Filed2026-07-15
QQQM
INVESCO EXCH TRADED FD TR II
5.18%
Shares5.7K
Event2026-06-30
Filed2026-07-15
JMUB
J P MORGAN EXCHANGE TRADED F
2.78%
Shares34.2K
Event2026-06-30
Filed2026-07-15
BMAR
INNOVATOR ETFS TRUST
-7.42%
Shares29.9K
Event2026-06-30
Filed2026-07-15
KR
KROGER CO
395.43%
Shares31.0K
Event2026-06-30
Filed2026-07-15
CGMS
CAPITAL GRP FIXED INCM ETF T
4.85%
Shares62.5K
Event2026-06-30
Filed2026-07-15
THRO
BLACKROCK ETF TRUST
1.04%
Shares38.8K
Event2026-06-30
Filed2026-07-15
VYMI
VANGUARD WHITEHALL FDS
1.27%
Shares17.0K
Event2026-06-30
Filed2026-07-15
MMIT
NEW YORK LIFE INVTS ACTIVE E
3.15%
Shares68.5K
Event2026-06-30
Filed2026-07-15
FLNG
FLEX LNG LTD
0.87%
Shares59.1K
Event2026-06-30
Filed2026-07-15
IEI
ISHARES TR
-8.43%
Shares13.9K
Event2026-06-30
Filed2026-07-15
VB
VANGUARD INDEX FDS
-2.32%
Shares5.3K
Event2026-06-30
Filed2026-07-15
MCD
MCDONALDS CORP
-5.01%
Shares6.0K
Event2026-06-30
Filed2026-07-15
FVD
FIRST TR VALUE LINE DIVID IN
6.10%
Shares33.5K
Event2026-06-30
Filed2026-07-15
VANECK ETF TRUST
VANECK ETF TRUST
10.58%
Shares21.3K
Event2026-06-30
Filed2026-07-15
ET
ENERGY TRANSFER L P
6.22%
Shares83.6K
Event2026-06-30
Filed2026-07-15
AMGN
AMGEN INC
-6.40%
Shares4.4K
Event2026-06-30
Filed2026-07-15
BE
BLOOM ENERGY CORP
8309.68%
Shares5.2K
Event2026-06-30
Filed2026-07-15
GOVT
ISHARES TR
3.33%
Shares69.2K
Event2026-06-30
Filed2026-07-15
DOMINION ENERGY INC
DOMINION ENERGY INC
0.66%
Shares22.9K
Event2026-06-30
Filed2026-07-15
GRNY
TIDAL ETF TR
-14.65%
Shares56.4K
Event2026-06-30
Filed2026-07-15
BMAY
INNOVATOR ETFS TRUST
1.36%
Shares32.9K
Event2026-06-30
Filed2026-07-15
FEGE
RBB FUND TRUST
0.00%
Shares31.6K
Event2026-06-30
Filed2026-07-15
BFEB
INNOVATOR ETFS TRUST
1.79%
Shares29.0K
Event2026-06-30
Filed2026-07-15
AGX
ARGAN INC
-30.38%
Shares1.9K
Event2026-06-30
Filed2026-07-15
MINT
PIMCO ETF TR
-5.93%
Shares15.0K
Event2026-06-30
Filed2026-07-15
KO
COCA COLA CO
-11.31%
Shares18.5K
Event2026-06-30
Filed2026-07-15
UAPR
INNOVATOR ETFS TRUST
33.69%
Shares42.7K
Event2026-06-30
Filed2026-07-15
PNOV
INNOVATOR ETFS TRUST
-1.98%
Shares33.7K
Event2026-06-30
Filed2026-07-15
VOT
VANGUARD INDEX FDS
-6.11%
Shares4.9K
Event2026-06-30
Filed2026-07-15
UAUG
INNOVATOR ETFS TRUST
-41.90%
Shares35.1K
Event2026-06-30
Filed2026-07-15
SCCO
SOUTHERN COPPER CORP
37.05%
Shares8.4K
Event2026-06-30
Filed2026-07-15
ARES CAPITAL CORP
ARES CAPITAL CORP
9.38%
Shares79.2K
Event2026-06-30
Filed2026-07-15
PBAU
PGIM ROCK ETF TR
-41.88%
Shares46.4K
Event2026-06-30
Filed2026-07-15
QTUM
ETF SER SOLUTIONS
402.28%
Shares8.8K
Event2026-06-30
Filed2026-07-15
DJUL
FIRST TR EXCHNG TRADED FD VI
-21.44%
Shares29.0K
Event2026-06-30
Filed2026-07-15
AUGW
AIM ETF PRODUCTS TRUST
-42.26%
Shares42.5K
Event2026-06-30
Filed2026-07-15
SPEM
SPDR INDEX SHS FDS
-1.69%
Shares27.8K
Event2026-06-30
Filed2026-07-15
BAPR
INNOVATOR ETFS TRUST
-0.47%
Shares26.6K
Event2026-06-30
Filed2026-07-15
SOFI
SOFI TECHNOLOGIES INC
-1.13%
Shares77.2K
Event2026-06-30
Filed2026-07-15
GARP
ISHARES TR
-10.22%
Shares16.7K
Event2026-06-30
Filed2026-07-15
XMMO
INVESCO EXCHANGE TRADED FD T
44.41%
Shares8.1K
Event2026-06-30
Filed2026-07-15
STLD
STEEL DYNAMICS INC
788.32%
Shares5.9K
Event2026-06-30
Filed2026-07-15
BLK
BLACKROCK INC
1.58%
Shares1.4K
Event2026-06-30
Filed2026-07-15
PFEB
INNOVATOR ETFS TRUST
0.39%
Shares31.2K
Event2026-06-30
Filed2026-07-15
CIBR
FIRST TR EXCHANGE TRADED FD
106.88%
Shares14.9K
Event2026-06-30
Filed2026-07-15
OKE
ONEOK INC NEW
11.19%
Shares15.2K
Event2026-06-30
Filed2026-07-15
SHW
SHERWIN WILLIAMS CO
5.83%
Shares3.8K
Event2026-06-30
Filed2026-07-15
UMAR
INNOVATOR ETFS TRUST
-12.29%
Shares31.0K
Event2026-06-30
Filed2026-07-15
BXSL
BLACKSTONE SECD LENDING FD
-22.88%
Shares54.6K
Event2026-06-30
Filed2026-07-15
SYM
SYMBOTIC INC
15.85%
Shares28.7K
Event2026-06-30
Filed2026-07-15
XLG
INVESCO EXCHANGE TRADED FD T
-3.63%
Shares20.1K
Event2026-06-30
Filed2026-07-15
PAPR
INNOVATOR ETFS TRUST
-0.53%
Shares29.2K
Event2026-06-30
Filed2026-07-15
SPYG
SPDR SER TR
0.37%
Shares10.3K
Event2026-06-30
Filed2026-07-15
KIE
SPDR SER TR
0.00%
Shares19.8K
Event2026-06-30
Filed2026-07-15
MARW
AIM ETF PRODUCTS TRUST
-13.12%
Shares33.4K
Event2026-06-30
Filed2026-07-15
PBMR
PGIM ROCK ETF TR
-12.96%
Shares37.6K
Event2026-06-30
Filed2026-07-15
COF
CAPITAL ONE FINL CORP
-16.10%
Shares5.9K
Event2026-06-30
Filed2026-07-15
DIS
DISNEY WALT CO
-42.27%
Shares12.3K
Event2026-06-30
Filed2026-07-15
GWX
SPDR INDEX SHS FDS
0.23%
Shares27.0K
Event2026-06-30
Filed2026-07-15
SCHW
SCHWAB CHARLES CORP
-80.01%
Shares12.5K
Event2026-06-30
Filed2026-07-15
CCJ
CAMECO CORP
-70.54%
Shares11.3K
Event2026-06-30
Filed2026-07-15
NEM
NEWMONT CORP
-19.67%
Shares12.3K
Event2026-06-30
Filed2026-07-15
XAR
SPDR SER TR
13.81%
Shares4.0K
Event2026-06-30
Filed2026-07-15
MUB
ISHARES TR
-2.80%
Shares10.6K
Event2026-06-30
Filed2026-07-15
VV
VANGUARD INDEX FDS
0.21%
Shares3.3K
Event2026-06-30
Filed2026-07-15
VIK
VIKING HOLDINGS LTD
-19.98%
Shares10.8K
Event2026-06-30
Filed2026-07-15
DFLV
DIMENSIONAL ETF TRUST
-8.13%
Shares28.5K
Event2026-06-30
Filed2026-07-15
ED
CONSOLIDATED EDISON INC
-19.65%
Shares10.2K
Event2026-06-30
Filed2026-07-15
OMFL
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares16.3K
Event2026-06-30
Filed2026-07-15
VGK
VANGUARD INTL EQUITY INDEX F
-6.69%
Shares12.6K
Event2026-06-30
Filed2026-07-15
EWX
SPDR INDEX SHS FDS
1.49%
Shares14.9K
Event2026-06-30
Filed2026-07-15
ICF
ISHARES TR
0.00%
Shares16.3K
Event2026-06-30
Filed2026-07-15
BJAN
INNOVATOR ETFS TRUST
-0.58%
Shares18.7K
Event2026-06-30
Filed2026-07-15
FESM
FIDELITY COVINGTON TRUST
1.35%
Shares22.7K
Event2026-06-30
Filed2026-07-15
GPIQ
GOLDMAN SACHS ETF TR
5.74%
Shares18.4K
Event2026-06-30
Filed2026-07-15
IGSB
ISHARES TR
-8.60%
Shares20.8K
Event2026-06-30
Filed2026-07-15
COP
CONOCOPHILLIPS
-22.93%
Shares10.4K
Event2026-06-30
Filed2026-07-15
MTBA
SIMPLIFY EXCHANGE TRADED FUN
0.00%
Shares22.1K
Event2026-06-30
Filed2026-07-15
ITOT
ISHARES TR
0.28%
Shares6.6K
Event2026-06-30
Filed2026-07-15
IXN
ISHARES TR
-3.50%
Shares7.5K
Event2026-06-30
Filed2026-07-15
FE
FIRSTENERGY CORP
1294.98%
Shares22.5K
Event2026-06-30
Filed2026-07-15
EWC
ISHARES INC
0.01%
Shares18.5K
Event2026-06-30
Filed2026-07-15
PHO
INVESCO EXCHANGE TRADED FD T
-0.32%
Shares15.4K
Event2026-06-30
Filed2026-07-15
NBIS
NEBIUS GROUP N V
21222.22%
Shares3.8K
Event2026-06-30
Filed2026-07-15
VUSB
VANGUARD BD INDEX FDS
193.73%
Shares21.1K
Event2026-06-30
Filed2026-07-15
FSMD
FIDELITY COVINGTON TRUST
-19.05%
Shares19.9K
Event2026-06-30
Filed2026-07-15
OUST
OUSTER INC
-17.52%
Shares16.8K
Event2026-06-30
Filed2026-07-15
BAI
BLACKROCK ETF TRUST
67.89%
Shares19.8K
Event2026-06-30
Filed2026-07-15
TTM TECHNOLOGIES INC
TTM TECHNOLOGIES INC
-29.76%
Shares5.4K
Event2026-06-30
Filed2026-07-15
DY
DYCOM INDS INC
-29.44%
Shares2.0K
Event2026-06-30
Filed2026-07-15
BND
VANGUARD BD INDEX FDS
0.31%
Shares13.6K
Event2026-06-30
Filed2026-07-15
PBAP
PGIM ROCK ETF TR
61.86%
Shares32.0K
Event2026-06-30
Filed2026-07-15
APRW
AIM ETF PRODUCTS TRUST
62.30%
Shares26.6K
Event2026-06-30
Filed2026-07-15
PMAY
INNOVATOR ETFS TRUST
-0.37%
Shares23.9K
Event2026-06-30
Filed2026-07-15
KKR
KKR CO INC
-1.24%
Shares10.7K
Event2026-06-30
Filed2026-07-15
BINC
BLACKROCK ETF TRUST II
-13.72%
Shares18.7K
Event2026-06-30
Filed2026-07-15
MTZ
MASTEC INC
4.02%
Shares2.4K
Event2026-06-30
Filed2026-07-15
SCHX
SCHWAB STRATEGIC TR
-0.27%
Shares33.1K
Event2026-06-30
Filed2026-07-15
VRTX
VERTEX PHARMACEUTICALS INC
2.52%
Shares2.0K
Event2026-06-30
Filed2026-07-15
WPM
WHEATON PRECIOUS METALS CORP
1.70%
Shares8.6K
Event2026-06-30
Filed2026-07-15
BOCT
INNOVATOR ETFS TRUST
0.01%
Shares18.2K
Event2026-06-30
Filed2026-07-15
TFLO
ISHARES TR
-46.44%
Shares19.1K
Event2026-06-30
Filed2026-07-15
EQIX
EQUINIX INC
11.14%
Shares918
Event2026-06-30
Filed2026-07-15
PDEC
INNOVATOR ETFS TRUST
-3.58%
Shares20.8K
Event2026-06-30
Filed2026-07-15
VCIT
VANGUARD SCOTTSDALE FDS
4.05%
Shares11.5K
Event2026-06-30
Filed2026-07-15
EPD
ENTERPRISE PRODS PARTNERS L
-3.46%
Shares25.8K
Event2026-06-30
Filed2026-07-15
AHR
AMERICAN HEALTHCARE REIT INC
-0.01%
Shares18.1K
Event2026-06-30
Filed2026-07-15
TLT
ISHARES TR
-61.37%
Shares10.7K
Event2026-06-30
Filed2026-07-15
APH
AMPHENOL CORP NEW
-24.06%
Shares5.2K
Event2026-06-30
Filed2026-07-15
DTD
WISDOMTREE TR
-0.06%
Shares9.9K
Event2026-06-30
Filed2026-07-15
HTD
HANCOCK JOHN TAX ADVANTAGED
-0.22%
Shares35.7K
Event2026-06-30
Filed2026-07-15
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.32%
Shares19.9K
Event2026-06-30
Filed2026-07-15
POWL
POWELL INDS INC
428.76%
Shares3.2K
Event2026-06-30
Filed2026-07-15
IWP
ISHARES TR
-45.02%
Shares6.2K
Event2026-06-30
Filed2026-07-15
VZ
VERIZON COMMUNICATIONS INC
-6.68%
Shares21.3K
Event2026-06-30
Filed2026-07-15
VPU
VANGUARD WORLD FD
-6.94%
Shares4.6K
Event2026-06-30
Filed2026-07-15
WFC
WELLS FARGO CO NEW
-27.49%
Shares10.7K
Event2026-06-30
Filed2026-07-15
MOD
MODINE MFG CO
3.43%
Shares3.3K
Event2026-06-30
Filed2026-07-15
JPIN
J P MORGAN EXCHANGE TRADED F
-6.69%
Shares12.1K
Event2026-06-30
Filed2026-07-15
DE
DEERE CO
-1.84%
Shares1.4K
Event2026-06-30
Filed2026-07-15
BKNG
BOOKING HOLDINGS INC
987.58%
Shares4.9K
Event2026-06-30
Filed2026-07-15
PAVE
GLOBAL X FDS
43.57%
Shares14.8K
Event2026-06-30
Filed2026-07-15
SKYY
FIRST TR EXCHANGE TRADED FD
11.88%
Shares6.4K
Event2026-06-30
Filed2026-07-15
BJUN
INNOVATOR ETFS TRUST
3.81%
Shares17.7K
Event2026-06-30
Filed2026-07-15
EWJ
ISHARES INC
0.01%
Shares9.2K
Event2026-06-30
Filed2026-07-15
T
AT T INC
10.97%
Shares41.2K
Event2026-06-30
Filed2026-07-15
ENVA
ENOVA INTL INC
New
Shares3.5K
Event2026-06-30
Filed2026-07-15
MICROSTRATEGY INC
MICROSTRATEGY INC
-22.39%
Shares9.8K
Event2026-06-30
Filed2026-07-15
ARGENX SE
ARGENX SE
New
Shares914
Event2026-06-30
Filed2026-07-15
ROBO
EXCHANGE TRADED CONCEPTS TRU
7.50%
Shares9.9K
Event2026-06-30
Filed2026-07-15
JCE
NUVEEN CORE EQUITY ALPHA FD
0.00%
Shares51.6K
Event2026-06-30
Filed2026-07-15
FDIS
FIDELITY COVINGTON TRUST
-4.16%
Shares8.2K
Event2026-06-30
Filed2026-07-15
MBB
ISHARES TR
-9.16%
Shares8.9K
Event2026-06-30
Filed2026-07-15
EOG
EOG RES INC
68.80%
Shares6.4K
Event2026-06-30
Filed2026-07-15
CSTM
CONSTELLIUM SE
New
Shares25.9K
Event2026-06-30
Filed2026-07-15
IVOO
VANGUARD ADMIRAL FDS INC
-2.94%
Shares6.3K
Event2026-06-30
Filed2026-07-15
UJUL
INNOVATOR ETFS TRUST
-11.85%
Shares20.1K
Event2026-06-30
Filed2026-07-15
PJUN
INNOVATOR ETFS TRUST
5.03%
Shares18.9K
Event2026-06-30
Filed2026-07-15
IJS
ISHARES TR
-1.19%
Shares6.0K
Event2026-06-30
Filed2026-07-15
FLMI
FRANKLIN TEMPLETON ETF TR
3.09%
Shares32.4K
Event2026-06-30
Filed2026-07-15
PEP
PEPSICO INC
-9.28%
Shares6.0K
Event2026-06-30
Filed2026-07-15
BNOV
INNOVATOR ETFS TRUST
-0.01%
Shares16.9K
Event2026-06-30
Filed2026-07-15
BIZD
VANECK ETF TRUST
5.90%
Shares63.6K
Event2026-06-30
Filed2026-07-15
DLS
WISDOMTREE TR
-0.83%
Shares9.6K
Event2026-06-30
Filed2026-07-15
CI
THE CIGNA GROUP
-0.51%
Shares2.9K
Event2026-06-30
Filed2026-07-15
PDP
INVESCO EXCHANGE TRADED FD T
55.23%
Shares5.3K
Event2026-06-30
Filed2026-07-15
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-8.43%
Shares3.6K
Event2026-06-30
Filed2026-07-15
TLH
ISHARES TR
-47.66%
Shares8.0K
Event2026-06-30
Filed2026-07-15
VIST
VISTA ENERGY S A B DE C V
46.34%
Shares12.4K
Event2026-06-30
Filed2026-07-15
IXJ
ISHARES TR
-2.83%
Shares8.0K
Event2026-06-30
Filed2026-07-15
VIOO
VANGUARD ADMIRAL FDS INC
0.00%
Shares5.7K
Event2026-06-30
Filed2026-07-15
OPPJ
WISDOMTREE TR
87.30%
Shares13.5K
Event2026-06-30
Filed2026-07-15
SLV
ISHARES SILVER TR
-69.45%
Shares14.4K
Event2026-06-30
Filed2026-07-15
TBIL
RBB FD INC
13.92%
Shares15.1K
Event2026-06-30
Filed2026-07-15
ESGU
ISHARES TR
-6.59%
Shares4.6K
Event2026-06-30
Filed2026-07-15
DFSV
DIMENSIONAL ETF TRUST
-2.80%
Shares19.1K
Event2026-06-30
Filed2026-07-15
TMFC
RBB FD INC
0.15%
Shares9.6K
Event2026-06-30
Filed2026-07-15
PAA
PLAINS ALL AMERN PIPELINE L
9.33%
Shares32.7K
Event2026-06-30
Filed2026-07-15
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
-3.70%
Shares2.3K
Event2026-06-30
Filed2026-07-15
HDV
ISHARES TR
400.00%
Shares26.5K
Event2026-06-30
Filed2026-07-15
PFF
ISHARES TR
-11.47%
Shares23.8K
Event2026-06-30
Filed2026-07-15
PJAN
INNOVATOR ETFS TRUST
0.00%
Shares14.6K
Event2026-06-30
Filed2026-07-15
FITB
FIFTH THIRD BANCORP
-4.41%
Shares12.8K
Event2026-06-30
Filed2026-07-15
MDLZ
MONDELEZ INTL INC
1.44%
Shares12.4K
Event2026-06-30
Filed2026-07-15
PAUG
INNOVATOR ETFS TRUST
-5.51%
Shares15.6K
Event2026-06-30
Filed2026-07-15
MDY
SPDR S P MIDCAP 400 ETF TR
0.10%
Shares1.0K
Event2026-06-30
Filed2026-07-15
MLI
MUELLER INDS INC
127.10%
Shares5.8K
Event2026-06-30
Filed2026-07-15
CW
CURTISS WRIGHT CORP
26.15%
Shares936
Event2026-06-30
Filed2026-07-15
GSLC
GOLDMAN SACHS ETF TR
45.06%
Shares5.0K
Event2026-06-30
Filed2026-07-15
CMG
CHIPOTLE MEXICAN GRILL INC
-50.20%
Shares20.7K
Event2026-06-30
Filed2026-07-15
SPHQ
INVESCO EXCHANGE TRADED FD T
0.88%
Shares7.8K
Event2026-06-30
Filed2026-07-15
UTES
ETFIS SER TR I
1.69%
Shares8.6K
Event2026-06-30
Filed2026-07-15
JPC
NUVEEN PFD INCOME OPPORTUN
9.84%
Shares87.8K
Event2026-06-30
Filed2026-07-15
VNQ
VANGUARD INDEX FDS
-10.27%
Shares7.2K
Event2026-06-30
Filed2026-07-15
UNP
UNION PAC CORP
-9.42%
Shares2.5K
Event2026-06-30
Filed2026-07-15
FSTR
FOSTER L B CO
New
Shares15.2K
Event2026-06-30
Filed2026-07-15
FYEE
FIDELITY GREENWOOD STREET TR
0.94%
Shares23.8K
Event2026-06-30
Filed2026-07-15
KOMP
SPDR SER TR
0.15%
Shares9.6K
Event2026-06-30
Filed2026-07-15
NRG
NRG ENERGY INC
121.31%
Shares4.7K
Event2026-06-30
Filed2026-07-15
SPXX
NUVEEN S P 500 DYNAMIC OVERW
1.75%
Shares36.7K
Event2026-06-30
Filed2026-07-15
ICSH
ISHARES TR
46.24%
Shares13.5K
Event2026-06-30
Filed2026-07-15
VST
VISTRA CORP
19.63%
Shares4.3K
Event2026-06-30
Filed2026-07-15
GD
GENERAL DYNAMICS CORP
-36.51%
Shares1.9K
Event2026-06-30
Filed2026-07-15
FTCS
FIRST TR EXCHANGE TRADED FD
25.83%
Shares7.2K
Event2026-06-30
Filed2026-07-15
AMERIPRISE FINL INC
AMERIPRISE FINL INC
10.12%
Shares1.5K
Event2026-06-30
Filed2026-07-15
CSGP
COSTAR GROUP INC
4614.31%
Shares23.7K
Event2026-06-30
Filed2026-07-15
HIG
HARTFORD FINL SVCS GROUP INC
8.07%
Shares5.1K
Event2026-06-30
Filed2026-07-15
NTLA
INTELLIA THERAPEUTICS INC
337.32%
Shares39.5K
Event2026-06-30
Filed2026-07-15
QCOM
QUALCOMM INC
-10.63%
Shares3.6K
Event2026-06-30
Filed2026-07-15
FHLC
FIDELITY COVINGTON TRUST
-6.08%
Shares8.5K
Event2026-06-30
Filed2026-07-15
SHEL
SHELL PLC
-0.31%
Shares8.5K
Event2026-06-30
Filed2026-07-15
AXON
AXON ENTERPRISE INC
-22.13%
Shares1.2K
Event2026-06-30
Filed2026-07-15
EWW
ISHARES INC
0.01%
Shares8.7K
Event2026-06-30
Filed2026-07-15
TJUL
INNOVATOR ETFS TRUST
-4.39%
Shares21.7K
Event2026-06-30
Filed2026-07-15
JULW
AIM ETF PRODUCTS TRUST
-14.29%
Shares16.0K
Event2026-06-30
Filed2026-07-15
CL
COLGATE PALMOLIVE CO
-69.80%
Shares7.1K
Event2026-06-30
Filed2026-07-15
VNLA
JANUS DETROIT STR TR
-6.52%
Shares13.3K
Event2026-06-30
Filed2026-07-15
PBJL
PGIM ROCK ETF TR
-14.35%
Shares20.8K
Event2026-06-30
Filed2026-07-15
WSM
WILLIAMS SONOMA INC
18.44%
Shares2.8K
Event2026-06-30
Filed2026-07-15
PH
PARKER HANNIFIN CORP
17.23%
Shares660
Event2026-06-30
Filed2026-07-15
S P GLOBAL INC
S P GLOBAL INC
-59.96%
Shares1.6K
Event2026-06-30
Filed2026-07-15
FV
FIRST TR EXCHANGE TRADED FD
-2.63%
Shares8.5K
Event2026-06-30
Filed2026-07-15
DVY
ISHARES TR
-11.43%
Shares4.0K
Event2026-06-30
Filed2026-07-15
IWS
ISHARES TR
-21.52%
Shares3.8K
Event2026-06-30
Filed2026-07-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available