Sponsored

The Analysis of WBH ADVISORY INC's Holdings & P&L

Currently, WBH ADVISORY INC holds 363 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VGT (+557.2K shares, valued at $66.6M), MINT (+74.3K shares, valued at $7.5M), SPHQ (+51.8K shares, valued at $4.7M); decreased their positions in VGIT (-58.6K shares, valued at $3.5M), XLK (-13.7K shares, valued at $2.6M), IEUR (-33.2K shares, valued at $2.5M); initiated new positions in MINT (+74.3K shares, valued at $7.5M), SPHQ (+51.8K shares, valued at $4.7M), JPLD (+85.6K shares, valued at $4.5M).

1M P&L

+9.1M+0.74%

3M P&L

+6.3M+0.51%

HY P&L

-370.7M-22.96%

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/A1.1B

85.8%

2Consumer Electronics19.9M

1.6%

3Drug Manufacturers - General15.9M

1.3%

Top Industries by Stock Count

1N/A203 stocks

61.7%

2Semiconductors6 stocks

1.8%

3Drug Manufacturers - General6 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS210.9K shares-1.48%2026-06-302026-08-05

VGT VANGUARD WORLD FD638.0K shares689.50%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST740.9K shares4.21%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR2.1M shares-2.21%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR285.0K shares-4.59%2026-06-302026-08-05

VXUS VANGUARD STAR FDS486.0K shares-1.08%2026-06-302026-08-05

FBND FIDELITY MERRIMACK STR TR729.2K shares-0.62%2026-06-302026-08-05

BDYN BLACKROCK ETF TRUST1.1M shares0.97%2026-06-302026-08-05

Sponsored

VB VANGUARD INDEX FDS89.6K shares0.40%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR835.4K shares2.40%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR725.4K shares-2.26%2026-06-302026-08-05

ISHARES TR ISHARES TR32.5K shares-1.23%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS312.4K shares-5.48%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS285.7K shares-1.65%2026-06-302026-08-05

VGSH VANGUARD SCOTTSDALE FDS359.1K shares3.67%2026-06-302026-08-05

BDVL BLACKROCK ETF TRUST802.8K shares3.63%2026-06-302026-08-05

Sponsored

AAPL APPLE INC68.9K shares-3.21%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR710.8K shares-0.39%2026-06-302026-08-05

ISHARES TR ISHARES TR199.3K shares-7.98%2026-06-302026-08-05

VGIT VANGUARD SCOTTSDALE FDS318.1K shares-15.55%2026-06-302026-08-05

SPSM SPDR SERIES TRUST312.9K shares-0.19%2026-06-302026-08-05

VHT VANGUARD WORLD FD57.0K shares-2.95%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR144.7K shares-5.59%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR310.7K shares-2.25%2026-06-302026-08-05

Sponsored

ITOT ISHARES TR99.9K shares-1.73%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR151.8K shares0.84%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR82.3K shares-5.15%2026-06-302026-08-05

JBND J P MORGAN EXCHANGE TRADED F284.4K shares13.11%2026-06-302026-08-05

NEAR ISHARES U S ETF TR296.3K shares18.33%2026-06-302026-08-05

MSFT MICROSOFT CORP40.2K shares-1.03%2026-06-302026-08-05

SPMD SPDR SERIES TRUST210.8K shares-0.50%2026-06-302026-08-05

VFH VANGUARD WORLD FD99.2K shares-1.72%2026-06-302026-08-05

Sponsored

VT VANGUARD INTL EQUITY INDEX F79.9K shares-1.02%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS237.2K shares4.54%2026-06-302026-08-05

CGCP CAPITAL GRP FIXED INCM ETF T517.8K shares-1.77%2026-06-302026-08-05

IEMG ISHARES INC138.0K shares1.13%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR67.8K shares-14.23%2026-06-302026-08-05

JCPB J P MORGAN EXCHANGE TRADED F216.4K shares12.00%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F117.1K shares4.31%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II32.0K shares-6.21%2026-06-302026-08-05

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.8K shares-1.09%2026-06-302026-08-05

LQD ISHARES TR83.2K shares0.76%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR168.8K shares15.47%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL17.0K shares-5.57%2026-06-302026-08-05

LLY ELI LILLY & CO6.6K shares-3.18%2026-06-302026-08-05

QQQ INVESCO QQQ TR10.5K shares-10.51%2026-06-302026-08-05

GOOGL ALPHABET INC21.4K shares-3.47%2026-06-302026-08-05

MINT PIMCO ETF TR74.3K sharesnew addition2026-06-302026-08-05

Sponsored

SCHE SCHWAB STRATEGIC TR196.1K shares-3.09%2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS133.1K shares10.81%2026-06-302026-08-05

IXUS ISHARES TR64.2K shares0.24%2026-06-302026-08-05

IYW ISHARES TR23.7K shares0.00%2026-06-302026-08-05

SCHO SCHWAB STRATEGIC TR239.5K shares102.67%2026-06-302026-08-05

VOX VANGUARD WORLD FD31.1K shares4.08%2026-06-302026-08-05

VUG VANGUARD INDEX FDS62.1K shares537.70%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON20.9K shares-1.41%2026-06-302026-08-05

Sponsored

ISHARES TR ISHARES TR53.2K shares1.01%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR141.4K shares-5.82%2026-06-302026-08-05

CAT CATERPILLAR INC4.7K shares-2.73%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II95.7K shares7.29%2026-06-302026-08-05

SPTS SPDR SERIES TRUST172.3K shares5.37%2026-06-302026-08-05

MBB ISHARES TR52.0K shares-9.50%2026-06-302026-08-05

VV VANGUARD INDEX FDS14.1K shares2.89%2026-06-302026-08-05

GOOG ALPHABET INC13.6K shares-5.45%2026-06-302026-08-05

Sponsored

IJR ISHARES TR32.1K shares-2.54%2026-06-302026-08-05

MTUM ISHARES TR13.7K shares768.00%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F78.5K shares0.57%2026-06-302026-08-05

SPHQ INVESCO EXCHANGE TRADED FD T51.8K sharesnew addition2026-06-302026-08-05

VOO VANGUARD INDEX FDS6.7K shares10.10%2026-06-302026-08-05

AMZN AMAZON COM INC19.1K shares4.48%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS58.1K shares-28.55%2026-06-302026-08-05

JPLD J P MORGAN EXCHANGE TRADED F85.6K sharesnew addition2026-06-302026-08-05

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.7K shares-0.04%2026-06-302026-08-05

IVW ISHARES TR32.1K shares-2.40%2026-06-302026-08-05

BLACKROCK ETF TRUST BLACKROCK ETF TRUST169.9K sharesnew addition2026-06-302026-08-05

VTV VANGUARD INDEX FDS18.9K shares-13.61%2026-06-302026-08-05

PG PROCTER & GAMBLE CO27.6K shares-7.47%2026-06-302026-08-05

XLP SELECT SECTOR SPDR TR48.6K shares-7.52%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR125.2K shares3.68%2026-06-302026-08-05

CMI CUMMINS INC5.5K shares-1.30%2026-06-302026-08-05

Sponsored

VOOV VANGUARD ADMIRAL FDS INC17.7K shares-4.93%2026-06-302026-08-05

IEUR ISHARES TR51.3K shares-39.31%2026-06-302026-08-05

DGRO ISHARES TR49.2K shares1.44%2026-06-302026-08-05

NVDA NVIDIA CORPORATION18.4K shares5.03%2026-06-302026-08-05

MCD MCDONALDS CORP13.5K shares-0.88%2026-06-302026-08-05

URTH ISHARES INC18.1K shares0.01%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC31.1K shares-7.87%2026-06-302026-08-05

SCHR SCHWAB STRATEGIC TR145.9K shares103.64%2026-06-302026-08-05

Sponsored

VCR VANGUARD WORLD FD8.8K shares3.98%2026-06-302026-08-05

VIS VANGUARD WORLD FD9.5K shares-5.27%2026-06-302026-08-05

VGLT VANGUARD SCOTTSDALE FDS60.9K shares-12.77%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.2K shares-5.76%2026-06-302026-08-05

PEP PEPSICO INC23.9K shares0.29%2026-06-302026-08-05

JIRE J P MORGAN EXCHANGE TRADED F37.9K shares8.28%2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR65.0K shares-1.45%2026-06-302026-08-05

XLB SELECT SECTOR SPDR TR57.8K shares5.98%2026-06-302026-08-05

Sponsored

EFA ISHARES TR27.9K shares-0.49%2026-06-302026-08-05

QUAL ISHARES TR13.1K shares-0.33%2026-06-302026-08-05

JGLO J P MORGAN EXCHANGE TRADED F40.2K shares-29.55%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR76.5K shares-4.00%2026-06-302026-08-05

JAVA J P MORGAN EXCHANGE TRADED F34.6K shares3.72%2026-06-302026-08-05

WMT WALMART INC23.5K shares-0.74%2026-06-302026-08-05

GWW WW GRAINGER INC1.8K shares0.00%2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR31.3K shares-2.62%2026-06-302026-08-05

Sponsored

VDC VANGUARD WORLD FD10.9K shares13.16%2026-06-302026-08-05

IEF ISHARES TR25.9K shares5.29%2026-06-302026-08-05

JGRO J P MORGAN EXCHANGE TRADED F24.6K shares3.68%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC4.3K shares0.42%2026-06-302026-08-05

XLRE SELECT SECTOR SPDR TR54.2K shares1.75%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS24.4K shares-2.60%2026-06-302026-08-05

VDE VANGUARD WORLD FD15.7K shares-1.72%2026-06-302026-08-05

VPU VANGUARD WORLD FD11.7K shares-2.11%2026-06-302026-08-05

Sponsored

HD HOME DEPOT INC6.3K shares0.45%2026-06-302026-08-05

YUM YUM BRANDS INC13.4K shares2.29%2026-06-302026-08-05

VISA INC VISA INC6.1K shares-2.27%2026-06-302026-08-05

JMEE J P MORGAN EXCHANGE TRADED F26.5K shares1.31%2026-06-302026-08-05

IVE ISHARES TR8.9K shares-0.01%2026-06-302026-08-05

SMH VANECK ETF TRUST3.0K shares8.28%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.0K shares-0.82%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS27.9K shares0.11%2026-06-302026-08-05

Sponsored

VLUE ISHARES TR9.9K shares-26.21%2026-06-302026-08-05

IWY ISHARES TR6.7K shares3.22%2026-06-302026-08-05

GSLC GOLDMAN SACHS ETF TR13.5K shares0.09%2026-06-302026-08-05

PAVE GLOBAL X FDS32.2K shares0.69%2026-06-302026-08-05

BAC BANK OF AMER CORP33.3K shares-0.44%2026-06-302026-08-05

MUNI PIMCO ETF TR35.5K shares0.00%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS7.6K shares-1.52%2026-06-302026-08-05

SCHZ SCHWAB STRATEGIC TR77.7K shares7.04%2026-06-302026-08-05

Sponsored

DE DEERE & CO2.8K shares-3.83%2026-06-302026-08-05

PSA PUBLIC STORAGE5.3K shares23.50%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.2K shares0.00%2026-06-302026-08-05

CSX CSX CORP34.2K shares0.01%2026-06-302026-08-05

JPIE J P MORGAN EXCHANGE TRADED F33.7K shares10.11%2026-06-302026-08-05

FEZ SPDR INDEX SHS FDS22.0K shares0.02%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC3.0K shares85.37%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP1.5K shares-1.62%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC5.8K shares-5.15%2026-06-302026-08-05

DVY ISHARES TR9.2K shares-9.04%2026-06-302026-08-05

GLW CORNING INC5.6K shares-13.16%2026-06-302026-08-05

SPMO INVESCO EXCH TRADED FD TR II8.7K shares8.49%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL6.3K shares-0.79%2026-06-302026-08-05

ORACLE CORP ORACLE CORP9.4K shares-2.29%2026-06-302026-08-05

LOW LOWES COS INC6.2K shares-3.58%2026-06-302026-08-05

MRK MERCK & CO INC10.5K shares-3.77%2026-06-302026-08-05

Sponsored

USIG ISHARES TR25.8K shares-7.74%2026-06-302026-08-05

FLOT ISHARES TR25.9K shares0.04%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP4.2K shares-0.50%2026-06-302026-08-05

XAR SPDR SERIES TRUST4.6K shares-2.08%2026-06-302026-08-05

EWJ ISHARES INC14.0K shares2.11%2026-06-302026-08-05

ESGU ISHARES TR7.9K shares0.48%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND2.5K shares-2.28%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC5.3K shares-2.94%2026-06-302026-08-05

Sponsored

APH AMPHENOL CORP7.3K shares0.00%2026-06-302026-08-05

IUSB ISHARES TR27.5K shares-7.96%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC2.2K shares-6.67%2026-06-302026-08-05

EMXC ISHARES INC12.4K sharesnew addition2026-06-302026-08-05

TSLA TESLA INC3.0K shares-0.33%2026-06-302026-08-05

XLG INVESCO EXCHANGE TRADED FD T20.6K shares0.00%2026-06-302026-08-05

TLH ISHARES TR12.4K shares-57.15%2026-06-302026-08-05

CVX CHEVRON CORPORATION7.4K shares-2.20%2026-06-302026-08-05

Sponsored

DIS DISNEY WALT CO12.7K shares-0.23%2026-06-302026-08-05

KO COCA COLA CO15.1K shares-0.17%2026-06-302026-08-05

VO VANGUARD INDEX FDS15.2K shares444.20%2026-06-302026-08-05

EZU ISHARES INC17.5K shares-0.34%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION6.4K shares-1.92%2026-06-302026-08-05

AOR ISHARES TR17.0K shares0.00%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS23.1K shares3.58%2026-06-302026-08-05

URI UNITED RENTALS INC1.0K shares0.00%2026-06-302026-08-05

Sponsored

SOXX ISHARES TR1.7K shares0.00%2026-06-302026-08-05

SCHQ SCHWAB STRATEGIC TR35.6K shares-62.60%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR31.9K shares-2.09%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.4K shares0.00%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO3.2K shares-1.94%2026-06-302026-08-05

ACWV ISHARES INC9.0K shares-1.92%2026-06-302026-08-05

SUI SUN CMNTYS INC8.7K shares-4.90%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC11.8K shares-3.33%2026-06-302026-08-05

Sponsored

SHW SHERWIN WILLIAMS CO3.0K shares0.00%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP7.5K shares-12.99%2026-06-302026-08-05

IJH ISHARES TR13.1K shares0.06%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC5.6K shares-2.62%2026-06-302026-08-05

TFI SPDR SERIES TRUST21.8K shares-15.64%2026-06-302026-08-05

BLK BLACKROCK INC1.0K shares0.00%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC980 shares0.00%2026-06-302026-08-05

RING ISHARES INC15.3K shares-61.41%2026-06-302026-08-05

Sponsored

INTC INTEL CORP7.1K shares0.00%2026-06-302026-08-05

SPHY SPDR SERIES TRUST40.3K shares10.93%2026-06-302026-08-05

MELI MERCADOLIBRE INC547 shares0.00%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS3.2K shares12.36%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP1.8K shares-8.60%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED2.6K shares-27.73%2026-06-302026-08-05

SHM SPDR SERIES TRUST18.4K sharesnew addition2026-06-302026-08-05

UNP UNION PAC CORP3.2K shares-0.19%2026-06-302026-08-05

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T7.0K shares-5.71%2026-06-302026-08-05

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1.0K shares0.00%2026-06-302026-08-05

SBUX STARBUCKS CORP8.3K shares0.04%2026-06-302026-08-05

AJG GALLAGHER ARTHUR J & CO3.7K shares0.00%2026-06-302026-08-05

VAW VANGUARD WORLD FD3.6K shares6.44%2026-06-302026-08-05

CSL CARLISLE COS INC2.2K shares95.99%2026-06-302026-08-05

IYG ISHARES TR8.9K shares-1.72%2026-06-302026-08-05

CTAS CINTAS CORP4.6K shares0.00%2026-06-302026-08-05

Sponsored

FLTR VANECK ETF TRUST29.9K shares91.07%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-05

IWD ISHARES TR3.1K shares-0.71%2026-06-302026-08-05

SHY ISHARES TR9.0K shares39.83%2026-06-302026-08-05

ACWX ISHARES TR9.7K shares-0.07%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO8.0K shares-0.83%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST16.5K shares0.00%2026-06-302026-08-05

MKC MCCORMICK & CO INC14.2K shares-20.02%2026-06-302026-08-05

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC3.1K sharesnew addition2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 40988 shares-5.54%2026-06-302026-08-05

FELV FIDELITY COVINGTON TRUST17.2K shares0.36%2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.1K sharesnew addition2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP1.4K shares0.00%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.8K shares-2.73%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC593 shares0.00%2026-06-302026-08-05

MLN VANECK ETF TRUST38.4K shares-37.12%2026-06-302026-08-05

Sponsored

GNMA ISHARES TR15.4K shares-0.04%2026-06-302026-08-05

ITM VANECK ETF TRUST14.4K shares6.05%2026-06-302026-08-05

ETN EATON CORP PLC1.6K shares0.00%2026-06-302026-08-05

PFFD GLOBAL X FDS35.6K shares5.05%2026-06-302026-08-05

GE GE AEROSPACE1.8K shares0.00%2026-06-302026-08-05

LCTU BLACKROCK ETF TRUST8.2K shares-4.70%2026-06-302026-08-05

EMR EMERSON ELEC CO4.6K shares-1.82%2026-06-302026-08-05

USMV ISHARES TR6.7K shares-0.71%2026-06-302026-08-05

Sponsored

SERVICENOW INC SERVICENOW INC6.3K shares0.67%2026-06-302026-08-05

MGK VANGUARD WORLD FD7.1K sharesnew addition2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN2.8K shares-0.25%2026-06-302026-08-05

IGV ISHARES TR6.8K shares0.00%2026-06-302026-08-05

NKE NIKE INC15.1K shares-6.91%2026-06-302026-08-05

AMGN AMGEN INC1.7K shares-1.16%2026-06-302026-08-05

MO ALTRIA GROUP INC8.4K shares-1.11%2026-06-302026-08-05

IWB ISHARES TR1.5K shares30.23%2026-06-302026-08-05

Sponsored

LIN LINDE PLC1.2K shares0.00%2026-06-302026-08-05

SPSB SPDR SERIES TRUST19.9K shares1.13%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC1.8K shares0.00%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2026-06-302026-08-05

SPMB SPDR SERIES TRUST26.3K shares-0.25%2026-06-302026-08-05

MLM MARTIN MARIETTA MATLS INC1.0K shares0.00%2026-06-302026-08-05

IWF ISHARES TR4.6K shares301.13%2026-06-302026-08-05

SUB ISHARES TR5.1K shares0.00%2026-06-302026-08-05

Sponsored

GLD SPDR GOLD TR1.5K shares13.65%2026-06-302026-08-05

CHDN CHURCHILL DOWNS INC6.0K shares-1.64%2026-06-302026-08-05

PCY INVESCO EXCH TRADED FD TR II24.4K shares-2.90%2026-06-302026-08-05

VUSB VANGUARD BD INDEX FDS10.6K shares-8.67%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC1.7K shares-46.98%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP2.1K shares-23.77%2026-06-302026-08-05

FNCL FIDELITY COVINGTON TRUST6.8K shares0.00%2026-06-302026-08-05

HYMB SPDR SERIES TRUST20.2K shares-3.43%2026-06-302026-08-05

Sponsored

IAU ISHARES GOLD TR6.8K shares-1.41%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC3.7K shares2.78%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP4.6K shares-24.15%2026-06-302026-08-05

PFM INVESCO EXCHANGE TRADED FD T9.0K shares-1.52%2026-06-302026-08-05

AFL AFLAC INC4.2K shares-2.31%2026-06-302026-08-05

SPHD INVESCO EXCH TRADED FD TR II9.7K shares0.00%2026-06-302026-08-05

MCK MCKESSON CORP647 sharesnew addition2026-06-302026-08-05

ABT ABBOTT LABORATORIES5.3K shares16.56%2026-06-302026-08-05

Sponsored

VWOB VANGUARD WHITEHALL FDS7.1K shares11.05%2026-06-302026-08-05

ICLN ISHARES TR22.8K shares11.45%2026-06-302026-08-05

IXP ISHARES TR4.1K shares0.05%2026-06-302026-08-05

PRU PRUDENTIAL FINL INC4.3K shares0.09%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW3.6K shares-4.41%2026-06-302026-08-05

VBK VANGUARD INDEX FDS1.2K shares-3.86%2026-06-302026-08-05

SPLV INVESCO EXCH TRADED FD TR II6.1K shares9.23%2026-06-302026-08-05

FTEC FIDELITY COVINGTON TRUST1.6K shares-1.88%2026-06-302026-08-05

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-2.60%2026-06-302026-08-05

SCHH SCHWAB STRATEGIC TR18.4K shares-0.96%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP1.2K shares0.00%2026-06-302026-08-05

RSPT INVESCO EXCHANGE TRADED FD T6.8K shares-3.57%2026-06-302026-08-05

DSI ISHARES TR3.1K shares0.46%2026-06-302026-08-05

ODFL OLD DOMINION FREIGHT LINE IN2.0K shares0.00%2026-06-302026-08-05

SMMU PIMCO ETF TR8.6K shares0.00%2026-06-302026-08-05

MKC.V MCCORMICK & CO INC8.5K shares0.00%2026-06-302026-08-05

Sponsored

SCHJ SCHWAB STRATEGIC TR17.4K sharesnew addition2026-06-302026-08-05

BA BOEING CO2.0K shares0.00%2026-06-302026-08-05

INTU INTUIT1.6K shares0.00%2026-06-302026-08-05

TMUS T-MOBILE US INC2.5K shares-11.67%2026-06-302026-08-05

IGSB ISHARES TR7.9K shares-28.25%2026-06-302026-08-05

MET METLIFE INC4.9K shares-1.66%2026-06-302026-08-05

FUTY FIDELITY COVINGTON TRUST7.0K shares-0.07%2026-06-302026-08-05

EFAV ISHARES TR4.7K shares0.00%2026-06-302026-08-05

Sponsored

TGT TARGET CORP3.1K shares-1.74%2026-06-302026-08-05

MUB ISHARES TR3.8K shares13.84%2026-06-302026-08-05

SNA SNAP ON INC1.0K shares0.00%2026-06-302026-08-05

LEMB ISHARES INC9.5K shares1.58%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC1.5K shares0.00%2026-06-302026-08-05

IGPT INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC3.3K shares0.24%2026-06-302026-08-05

PFE PFIZER INC16.3K shares-2.98%2026-06-302026-08-05

Sponsored

FDX FEDEX CORP1.2K shares57.99%2026-06-302026-08-05

JQUA J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-06-302026-08-05

FAST FASTENAL CO8.0K shares0.00%2026-06-302026-08-05

FSMD FIDELITY COVINGTON TRUST7.2K shares7.68%2026-06-302026-08-05

TFC TRUIST FINL CORP7.3K shares-2.15%2026-06-302026-08-05

IEI ISHARES TR3.1K shares0.00%2026-06-302026-08-05

USXF ISHARES TR5.2K shares0.56%2026-06-302026-08-05

SPTM SPDR SERIES TRUST3.9K shares3.07%2026-06-302026-08-05

Sponsored

HDV ISHARES TR12.8K shares322.61%2026-06-302026-08-05

LVHD LEGG MASON ETF INVT8.0K shares0.00%2026-06-302026-08-05

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.2K shares0.00%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC4.2K sharesnew addition2026-06-302026-08-05

IWO ISHARES TR871 shares0.00%2026-06-302026-08-05

KEYS KEYSIGHT TECHNOLOGIES INC977 shares0.00%2026-06-302026-08-05

PPG PPG INDS INC2.8K shares0.00%2026-06-302026-08-05

CEMB ISHARES INC7.4K sharesnew addition2026-06-302026-08-05

Sponsored

GSEW GOLDMAN SACHS ETF TR3.5K shares-4.91%2026-06-302026-08-05

PKW INVESCO EXCHANGE TRADED FD T2.3K shares-4.14%2026-06-302026-08-05

XBI SPDR SERIES TRUST2.1K shares0.00%2026-06-302026-08-05

QCOM QUALCOMM INC1.8K shares-12.46%2026-06-302026-08-05

3M CO 3M CO2.0K shares0.05%2026-06-302026-08-05

HPE HEWLETT PACKARD ENTERPRISE C7.1K sharesnew addition2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC7.5K shares-0.15%2026-06-302026-08-05

PSX PHILLIPS 661.9K shares-5.07%2026-06-302026-08-05

Sponsored

CMCSA COMCAST CORP NEW12.8K shares-4.45%2026-06-302026-08-05

TROW PRICE T ROWE GROUP INC2.8K shares-14.22%2026-06-302026-08-05

ECL ECOLAB INC1.1K shares9.94%2026-06-302026-08-05

CRM SALESFORCE INC1.9K shares-1.02%2026-06-302026-08-05

KLAC KLA CORP1.0K sharesnew addition2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2026-06-302026-08-05

VMC VULCAN MATLS CO1.0K shares0.00%2026-06-302026-08-05

BBAG J P MORGAN EXCHANGE TRADED F6.4K shares-48.40%2026-06-302026-08-05

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.1K shares-3.80%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC403 shares-31.23%2026-06-302026-08-05

OEF ISHARES TR794 shares0.00%2026-06-302026-08-05

VSS VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-06-302026-08-05

DHR DANAHER CORP DEL1.5K shares-1.65%2026-06-302026-08-05

MLPA GLOBAL X FDS5.2K shares-1.23%2026-06-302026-08-05

SPYD SPDR SERIES TRUST5.8K shares0.00%2026-06-302026-08-05

CVS CVS HEALTH CORP2.7K sharesnew addition2026-06-302026-08-05

Sponsored

IYY ISHARES TR1.5K shares0.00%2026-06-302026-08-05

TXT TEXTRON INC3.0K shares17.86%2026-06-302026-08-05

ISTB ISHARES TR5.6K sharesnew addition2026-06-302026-08-05

AIZ ASSURANT INC1.0K shares0.00%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC4.5K shares-6.05%2026-06-302026-08-05

MTB M & T BK CORP1.1K shares-2.06%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW697 shares0.00%2026-06-302026-08-05

EXC EXELON CORP5.5K shares-3.09%2026-06-302026-08-05

Sponsored

GLOF ISHARES TR4.3K shares-25.95%2026-06-302026-08-05

AMT AMERICAN TOWER CORP1.5K shares-29.70%2026-06-302026-08-05

IJJ ISHARES TR1.7K shares-7.76%2026-06-302026-08-05

WFC WELLS FARGO & CO3.0K shares-7.58%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC579 sharesnew addition2026-06-302026-08-05

HAS HASBRO INC2.9K shares-7.91%2026-06-302026-08-05

O REALTY INCOME CORP3.8K shares2.00%2026-06-302026-08-05

WAT WATERS CORP628 sharesnew addition2026-06-302026-08-05

Sponsored

GEV GE VERNOVA INC199 sharesnew addition2026-06-302026-08-05

ESGD ISHARES TR2.3K shares-16.01%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2026-06-302026-08-05

COP CONOCOPHILLIPS2.2K shares-2.17%2026-06-302026-08-05

ESGE ISHARES INC4.2K shares-19.35%2026-06-302026-08-05

ILCG ISHARES TR1.9K shares-24.38%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS3.0K shares-8.88%2026-06-302026-08-05

AMERIPRISE FINL INC AMERIPRISE FINL INC490 shares-0.20%2026-06-302026-08-05

Sponsored

CATH GLOBAL X FDS2.4K sharesnew addition2026-06-302026-08-05

DJP BARCLAYS BANK PLC4.9K shares0.00%2026-06-302026-08-05

CHD CHURCH & DWIGHT CO INC2.2K shares0.00%2026-06-302026-08-05

IYJ ISHARES TR1.3K sharesnew addition2026-06-302026-08-05

BDX BECTON DICKINSON & CO1.4K shares0.00%2026-06-302026-08-05

LNT ALLIANT ENERGY CORP2.7K shares-13.80%2026-06-302026-08-05

STIP ISHARES TR2.0K shares0.00%2026-06-302026-08-05

YUMC YUM CHINA HLDGS INC4.9K shares0.00%2026-06-302026-08-05

Sponsored

SUSC ISHARES TR8.7K shares-21.07%2026-06-302026-08-05

ET ENERGY TRANSFER L P10.4K sharesnew addition2026-06-302026-08-05

AUR AURORA INNOVATION INC28.6K shares0.00%2026-06-302026-08-05

VANGUARD INDEX FDS

-1.48%

Shares210.9K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

689.50%

Shares638.0K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

4.21%

Shares740.9K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

-2.21%

Shares2.1M

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-4.59%

Shares285.0K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-1.08%

Shares486.0K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY MERRIMACK STR TR

-0.62%

Shares729.2K

Event2026-06-30

Filed2026-08-05

BDYN

BLACKROCK ETF TRUST

0.97%

Shares1.1M

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.40%

Shares89.6K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

2.40%

Shares835.4K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

-2.26%

Shares725.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-1.23%

Shares32.5K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

-5.48%

Shares312.4K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

-1.65%

Shares285.7K

Event2026-06-30

Filed2026-08-05

VGSH

VANGUARD SCOTTSDALE FDS

3.67%

Shares359.1K

Event2026-06-30

Filed2026-08-05

BDVL

BLACKROCK ETF TRUST

3.63%

Shares802.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-3.21%

Shares68.9K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-0.39%

Shares710.8K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-7.98%

Shares199.3K

Event2026-06-30

Filed2026-08-05

VGIT

VANGUARD SCOTTSDALE FDS

-15.55%

Shares318.1K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

-0.19%

Shares312.9K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

-2.95%

Shares57.0K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

-5.59%

Shares144.7K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-2.25%

Shares310.7K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

-1.73%

Shares99.9K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

0.84%

Shares151.8K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

-5.15%

Shares82.3K

Event2026-06-30

Filed2026-08-05

JBND

J P MORGAN EXCHANGE TRADED F

13.11%

Shares284.4K

Event2026-06-30

Filed2026-08-05

NEAR

ISHARES U S ETF TR

18.33%

Shares296.3K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-1.03%

Shares40.2K

Event2026-06-30

Filed2026-08-05

SPMD

SPDR SERIES TRUST

-0.50%

Shares210.8K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

-1.72%

Shares99.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

-1.02%

Shares79.9K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

4.54%

Shares237.2K

Event2026-06-30

Filed2026-08-05

CGCP

CAPITAL GRP FIXED INCM ETF T

-1.77%

Shares517.8K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

1.13%

Shares138.0K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

-14.23%

Shares67.8K

Event2026-06-30

Filed2026-08-05

JCPB

J P MORGAN EXCHANGE TRADED F

12.00%

Shares216.4K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

4.31%

Shares117.1K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

-6.21%

Shares32.0K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-1.09%

Shares12.8K

Event2026-06-30

Filed2026-08-05

LQD

ISHARES TR

0.76%

Shares83.2K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

15.47%

Shares168.8K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.57%

Shares17.0K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-3.18%

Shares6.6K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-10.51%

Shares10.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-3.47%

Shares21.4K

Event2026-06-30

Filed2026-08-05

MINT

PIMCO ETF TR

New

Shares74.3K

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB STRATEGIC TR

-3.09%

Shares196.1K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

10.81%

Shares133.1K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

0.24%

Shares64.2K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares23.7K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

102.67%

Shares239.5K

Event2026-06-30

Filed2026-08-05

VOX

VANGUARD WORLD FD

4.08%

Shares31.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

537.70%

Shares62.1K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-1.41%

Shares20.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

1.01%

Shares53.2K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

-5.82%

Shares141.4K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-2.73%

Shares4.7K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

7.29%

Shares95.7K

Event2026-06-30

Filed2026-08-05

SPTS

SPDR SERIES TRUST

5.37%

Shares172.3K

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

-9.50%

Shares52.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

2.89%

Shares14.1K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-5.45%

Shares13.6K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-2.54%

Shares32.1K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

768.00%

Shares13.7K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

0.57%

Shares78.5K

Event2026-06-30

Filed2026-08-05

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares51.8K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

10.10%

Shares6.7K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

4.48%

Shares19.1K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

-28.55%

Shares58.1K

Event2026-06-30

Filed2026-08-05

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares85.6K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-0.04%

Shares4.7K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-2.40%

Shares32.1K

Event2026-06-30

Filed2026-08-05

BLACKROCK ETF TRUST

New

Shares169.9K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

-13.61%

Shares18.9K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-7.47%

Shares27.6K

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

-7.52%

Shares48.6K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

3.68%

Shares125.2K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

-1.30%

Shares5.5K

Event2026-06-30

Filed2026-08-05

VOOV

VANGUARD ADMIRAL FDS INC

-4.93%

Shares17.7K

Event2026-06-30

Filed2026-08-05

IEUR

ISHARES TR

-39.31%

Shares51.3K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

1.44%

Shares49.2K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

5.03%

Shares18.4K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-0.88%

Shares13.5K

Event2026-06-30

Filed2026-08-05

URTH

ISHARES INC

0.01%

Shares18.1K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-7.87%

Shares31.1K

Event2026-06-30

Filed2026-08-05

SCHR

SCHWAB STRATEGIC TR

103.64%

Shares145.9K

Event2026-06-30

Filed2026-08-05

VCR

VANGUARD WORLD FD

3.98%

Shares8.8K

Event2026-06-30

Filed2026-08-05

VIS

VANGUARD WORLD FD

-5.27%

Shares9.5K

Event2026-06-30

Filed2026-08-05

VGLT

VANGUARD SCOTTSDALE FDS

-12.77%

Shares60.9K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-5.76%

Shares10.2K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

0.29%

Shares23.9K

Event2026-06-30

Filed2026-08-05

JIRE

J P MORGAN EXCHANGE TRADED F

8.28%

Shares37.9K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

-1.45%

Shares65.0K

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

5.98%

Shares57.8K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-0.49%

Shares27.9K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-0.33%

Shares13.1K

Event2026-06-30

Filed2026-08-05

JGLO

J P MORGAN EXCHANGE TRADED F

-29.55%

Shares40.2K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-4.00%

Shares76.5K

Event2026-06-30

Filed2026-08-05

JAVA

J P MORGAN EXCHANGE TRADED F

3.72%

Shares34.6K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-0.74%

Shares23.5K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

-2.62%

Shares31.3K

Event2026-06-30

Filed2026-08-05

VDC

VANGUARD WORLD FD

13.16%

Shares10.9K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

5.29%

Shares25.9K

Event2026-06-30

Filed2026-08-05

JGRO

J P MORGAN EXCHANGE TRADED F

3.68%

Shares24.6K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

0.42%

Shares4.3K

Event2026-06-30

Filed2026-08-05

XLRE

SELECT SECTOR SPDR TR

1.75%

Shares54.2K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

-2.60%

Shares24.4K

Event2026-06-30

Filed2026-08-05

VDE

VANGUARD WORLD FD

-1.72%

Shares15.7K

Event2026-06-30

Filed2026-08-05

VPU

VANGUARD WORLD FD

-2.11%

Shares11.7K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

0.45%

Shares6.3K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

2.29%

Shares13.4K

Event2026-06-30

Filed2026-08-05

VISA INC

-2.27%

Shares6.1K

Event2026-06-30

Filed2026-08-05

JMEE

J P MORGAN EXCHANGE TRADED F

1.31%

Shares26.5K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-0.01%

Shares8.9K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

8.28%

Shares3.0K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

-0.82%

Shares6.0K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

0.11%

Shares27.9K

Event2026-06-30

Filed2026-08-05

VLUE

ISHARES TR

-26.21%

Shares9.9K

Event2026-06-30

Filed2026-08-05

IWY

ISHARES TR

3.22%

Shares6.7K

Event2026-06-30

Filed2026-08-05

GSLC

GOLDMAN SACHS ETF TR

0.09%

Shares13.5K

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

0.69%

Shares32.2K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-0.44%

Shares33.3K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO ETF TR

0.00%

Shares35.5K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-1.52%

Shares7.6K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB STRATEGIC TR

7.04%

Shares77.7K

Event2026-06-30

Filed2026-08-05

DEERE & CO

-3.83%

Shares2.8K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

23.50%

Shares5.3K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

0.01%

Shares34.2K

Event2026-06-30

Filed2026-08-05

JPIE

J P MORGAN EXCHANGE TRADED F

10.11%

Shares33.7K

Event2026-06-30

Filed2026-08-05

FEZ

SPDR INDEX SHS FDS

0.02%

Shares22.0K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

85.37%

Shares3.0K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-1.62%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-5.15%

Shares5.8K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-9.04%

Shares9.2K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

-13.16%

Shares5.6K

Event2026-06-30

Filed2026-08-05

SPMO

INVESCO EXCH TRADED FD TR II

8.49%

Shares8.7K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-0.79%

Shares6.3K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-2.29%

Shares9.4K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-3.58%

Shares6.2K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

-3.77%

Shares10.5K

Event2026-06-30

Filed2026-08-05

USIG

ISHARES TR

-7.74%

Shares25.8K

Event2026-06-30

Filed2026-08-05

FLOT

ISHARES TR

0.04%

Shares25.9K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

-0.50%

Shares4.2K

Event2026-06-30

Filed2026-08-05

XAR

SPDR SERIES TRUST

-2.08%

Shares4.6K

Event2026-06-30

Filed2026-08-05

EWJ

ISHARES INC

2.11%

Shares14.0K

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES TR

0.48%

Shares7.9K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

-2.28%

Shares2.5K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

-2.94%

Shares5.3K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

-7.96%

Shares27.5K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-6.67%

Shares2.2K

Event2026-06-30

Filed2026-08-05

EMXC

ISHARES INC

New

Shares12.4K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-0.33%

Shares3.0K

Event2026-06-30

Filed2026-08-05

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares20.6K

Event2026-06-30

Filed2026-08-05

TLH

ISHARES TR

-57.15%

Shares12.4K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-2.20%

Shares7.4K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-0.23%

Shares12.7K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

-0.17%

Shares15.1K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

444.20%

Shares15.2K

Event2026-06-30

Filed2026-08-05

EZU

ISHARES INC

-0.34%

Shares17.5K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-1.92%

Shares6.4K

Event2026-06-30

Filed2026-08-05

AOR

ISHARES TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

3.58%

Shares23.1K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

SCHQ

SCHWAB STRATEGIC TR

-62.60%

Shares35.6K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

-2.09%

Shares31.9K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-1.94%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ACWV

ISHARES INC

-1.92%

Shares9.0K

Event2026-06-30

Filed2026-08-05

SUI

SUN CMNTYS INC

-4.90%

Shares8.7K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

-3.33%

Shares11.8K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-12.99%

Shares7.5K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

0.06%

Shares13.1K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-2.62%

Shares5.6K

Event2026-06-30

Filed2026-08-05

TFI

SPDR SERIES TRUST

-15.64%

Shares21.8K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

0.00%

Shares980

Event2026-06-30

Filed2026-08-05

RING

ISHARES INC

-61.41%

Shares15.3K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

SPHY

SPDR SERIES TRUST

10.93%

Shares40.3K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

0.00%

Shares547

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

12.36%

Shares3.2K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

-8.60%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

-27.73%

Shares2.6K

Event2026-06-30

Filed2026-08-05

SHM

SPDR SERIES TRUST

New

Shares18.4K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-0.19%

Shares3.2K

Event2026-06-30

Filed2026-08-05

SPGP

INVESCO EXCHANGE TRADED FD T

-5.71%

Shares7.0K

Event2026-06-30

Filed2026-08-05

LUMENTUM HLDGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

0.04%

Shares8.3K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

VAW

VANGUARD WORLD FD

6.44%

Shares3.6K

Event2026-06-30

Filed2026-08-05

CSL

CARLISLE COS INC

95.99%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IYG

ISHARES TR

-1.72%

Shares8.9K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-05

FLTR

VANECK ETF TRUST

91.07%

Shares29.9K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-0.71%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

39.83%

Shares9.0K

Event2026-06-30

Filed2026-08-05

ACWX

ISHARES TR

-0.07%

Shares9.7K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-0.83%

Shares8.0K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-05

MKC

MCCORMICK & CO INC

-20.02%

Shares14.2K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-5.54%

Shares988

Event2026-06-30

Filed2026-08-05

FELV

FIDELITY COVINGTON TRUST

0.36%

Shares17.2K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-2.73%

Shares1.8K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

0.00%

Shares593

Event2026-06-30

Filed2026-08-05

MLN

VANECK ETF TRUST

-37.12%

Shares38.4K

Event2026-06-30

Filed2026-08-05

GNMA

ISHARES TR

-0.04%

Shares15.4K

Event2026-06-30

Filed2026-08-05

ITM

VANECK ETF TRUST

6.05%

Shares14.4K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

PFFD

GLOBAL X FDS

5.05%

Shares35.6K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

LCTU

BLACKROCK ETF TRUST

-4.70%

Shares8.2K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-1.82%

Shares4.6K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

-0.71%

Shares6.7K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

0.67%

Shares6.3K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

New

Shares7.1K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

-0.25%

Shares2.8K

Event2026-06-30

Filed2026-08-05

IGV

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

-6.91%

Shares15.1K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-1.16%

Shares1.7K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

-1.11%

Shares8.4K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

30.23%

Shares1.5K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SPSB

SPDR SERIES TRUST

1.13%

Shares19.9K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SPMB

SPDR SERIES TRUST

-0.25%

Shares26.3K

Event2026-06-30

Filed2026-08-05

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

301.13%

Shares4.6K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

13.65%

Shares1.5K

Event2026-06-30

Filed2026-08-05

CHDN

CHURCHILL DOWNS INC

-1.64%

Shares6.0K

Event2026-06-30

Filed2026-08-05

PCY

INVESCO EXCH TRADED FD TR II

-2.90%

Shares24.4K

Event2026-06-30

Filed2026-08-05

VUSB

VANGUARD BD INDEX FDS

-8.67%

Shares10.6K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

-46.98%

Shares1.7K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

-23.77%

Shares2.1K

Event2026-06-30

Filed2026-08-05

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

HYMB

SPDR SERIES TRUST

-3.43%

Shares20.2K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-1.41%

Shares6.8K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

2.78%

Shares3.7K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

-24.15%

Shares4.6K

Event2026-06-30

Filed2026-08-05

PFM

INVESCO EXCHANGE TRADED FD T

-1.52%

Shares9.0K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC

-2.31%

Shares4.2K

Event2026-06-30

Filed2026-08-05

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.7K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

New

Shares647

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

16.56%

Shares5.3K

Event2026-06-30

Filed2026-08-05

VWOB

VANGUARD WHITEHALL FDS

11.05%

Shares7.1K

Event2026-06-30

Filed2026-08-05

ICLN

ISHARES TR

11.45%

Shares22.8K

Event2026-06-30

Filed2026-08-05

IXP

ISHARES TR

0.05%

Shares4.1K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

0.09%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-4.41%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

-3.86%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SPLV

INVESCO EXCH TRADED FD TR II

9.23%

Shares6.1K

Event2026-06-30

Filed2026-08-05

FTEC

FIDELITY COVINGTON TRUST

-1.88%

Shares1.6K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

-2.60%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SCHH

SCHWAB STRATEGIC TR

-0.96%

Shares18.4K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

RSPT

INVESCO EXCHANGE TRADED FD T

-3.57%

Shares6.8K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

0.46%

Shares3.1K

Event2026-06-30

Filed2026-08-05

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

SMMU

PIMCO ETF TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-05

MKC.V

MCCORMICK & CO INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

SCHJ

SCHWAB STRATEGIC TR

New

Shares17.4K

Event2026-06-30

Filed2026-08-05

BOEING CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

-11.67%

Shares2.5K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

-28.25%

Shares7.9K

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

-1.66%

Shares4.9K

Event2026-06-30

Filed2026-08-05

FUTY

FIDELITY COVINGTON TRUST

-0.07%

Shares7.0K

Event2026-06-30

Filed2026-08-05

EFAV

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

-1.74%

Shares3.1K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

13.84%

Shares3.8K

Event2026-06-30

Filed2026-08-05

SNA

SNAP ON INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

LEMB

ISHARES INC

1.58%

Shares9.5K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IGPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

0.24%

Shares3.3K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-2.98%

Shares16.3K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

57.99%

Shares1.2K

Event2026-06-30

Filed2026-08-05

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

FSMD

FIDELITY COVINGTON TRUST

7.68%

Shares7.2K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

-2.15%

Shares7.3K

Event2026-06-30

Filed2026-08-05

IEI

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

USXF

ISHARES TR

0.56%

Shares5.2K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

3.07%

Shares3.9K

Event2026-06-30

Filed2026-08-05

HDV

ISHARES TR

322.61%

Shares12.8K

Event2026-06-30

Filed2026-08-05

LVHD

LEGG MASON ETF INVT

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS N V

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares871

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares977

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

CEMB

ISHARES INC

New

Shares7.4K

Event2026-06-30

Filed2026-08-05

GSEW

GOLDMAN SACHS ETF TR

-4.91%

Shares3.5K

Event2026-06-30

Filed2026-08-05

PKW

INVESCO EXCHANGE TRADED FD T

-4.14%

Shares2.3K

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-12.46%

Shares1.8K

Event2026-06-30

Filed2026-08-05

3M CO

0.05%

Shares2.0K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares7.1K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-0.15%

Shares7.5K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

-5.07%

Shares1.9K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

-4.45%

Shares12.8K

Event2026-06-30

Filed2026-08-05

TROW

PRICE T ROWE GROUP INC

-14.22%

Shares2.8K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

9.94%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-1.02%

Shares1.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

VMC

VULCAN MATLS CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

BBAG

J P MORGAN EXCHANGE TRADED F

-48.40%

Shares6.4K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

-3.80%

Shares5.1K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-31.23%

Shares403

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

0.00%

Shares794

Event2026-06-30

Filed2026-08-05

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

-1.65%

Shares1.5K

Event2026-06-30

Filed2026-08-05

MLPA

GLOBAL X FDS

-1.23%

Shares5.2K

Event2026-06-30

Filed2026-08-05

SPYD

SPDR SERIES TRUST

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

IYY

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

TXT

TEXTRON INC

17.86%

Shares3.0K

Event2026-06-30

Filed2026-08-05

ISTB

ISHARES TR

New

Shares5.6K

Event2026-06-30

Filed2026-08-05

AIZ

ASSURANT INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

-6.05%

Shares4.5K

Event2026-06-30

Filed2026-08-05

MTB

M & T BK CORP

-2.06%

Shares1.1K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

0.00%

Shares697

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

-3.09%

Shares5.5K

Event2026-06-30

Filed2026-08-05

GLOF

ISHARES TR

-25.95%

Shares4.3K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

-29.70%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

-7.76%

Shares1.7K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-7.58%

Shares3.0K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

New

Shares579

Event2026-06-30

Filed2026-08-05

HAS

HASBRO INC

-7.91%

Shares2.9K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

2.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

WAT

WATERS CORP

New

Shares628

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

New

Shares199

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

-16.01%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

-2.17%

Shares2.2K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

-19.35%

Shares4.2K

Event2026-06-30

Filed2026-08-05

ILCG

ISHARES TR

-24.38%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

-8.88%

Shares3.0K

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC

-0.20%

Shares490

Event2026-06-30

Filed2026-08-05

CATH

GLOBAL X FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

DJP

BARCLAYS BANK PLC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IYJ

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

BDX

BECTON DICKINSON & CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

LNT

ALLIANT ENERGY CORP

-13.80%

Shares2.7K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

YUMC

YUM CHINA HLDGS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-05

SUSC

ISHARES TR

-21.07%

Shares8.7K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

New

Shares10.4K

Event2026-06-30

Filed2026-08-05

AUR

AURORA INNOVATION INC

0.00%

Shares28.6K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available