Sponsored

The Analysis of Comprehensive Financial Consultants Institutional, Inc.'s Holdings & P&L

Currently, Comprehensive Financial Consultants Institutional, Inc. holds 204 types of securities in its portfolio with a total value $377.9M. In the most recent quarter, they have increased their positions in SCI (+54.4K shares, valued at $4.1M), O (+62.4K shares, valued at $3.9M), PH (+3.0K shares, valued at $3.0M); decreased their positions in AMD (-6.5K shares, valued at $3.8M), MOAT (-12.2K shares, valued at $1.3M), GEV (-1.0K shares, valued at $1.2M); initiated new positions in SCI (+54.4K shares, valued at $4.1M), O (+62.4K shares, valued at $3.9M), PH (+3.0K shares, valued at $3.0M).

1M P&L

-2.8M-0.89%

3M P&L

+12.8M+4.18%

HY P&L

+29.7M+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/A103.0M

32.7%

2Semiconductors18.4M

5.8%

3Drug Manufacturers - General18.1M

5.7%

Top Industries by Stock Count

1N/A96 stocks

53.6%

2Semiconductors6 stocks

3.4%

3Drug Manufacturers - General5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR13.8K shares0.22%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO25.9K shares0.55%2026-06-302026-07-15

LLY ELI LILLY & CO7.0K shares5.31%2026-06-302026-07-15

AAPL APPLE INC28.1K shares-0.70%2026-06-302026-07-15

ETN EATON CORP PLC15.4K shares0.82%2026-06-302026-07-15

BROADCOM INC BROADCOM INC17.2K shares-3.39%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON25.5K shares-0.99%2026-06-302026-07-15

MSFT MICROSOFT CORP17.2K shares11.85%2026-06-302026-07-15

Sponsored

HD HOME DEPOT INC17.9K shares14.20%2026-06-302026-07-15

ADI ANALOG DEVICES INC15.8K shares-5.63%2026-06-302026-07-15

MPC MARATHON PETE CORP24.4K shares-1.86%2026-06-302026-07-15

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION41.4K shares-7.94%2026-06-302026-07-15

WMT WALMART INC50.7K shares0.99%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED16.3K shares-1.32%2026-06-302026-07-15

ABBVIE INC ABBVIE INC22.0K shares4.09%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC9.4K shares-40.69%2026-06-302026-07-15

Sponsored

UNP UNION PAC CORP19.5K shares0.89%2026-06-302026-07-15

APD AIR PRODUCTS AND CHEMICALS I17.3K shares2.43%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares0.44%2026-06-302026-07-15

BBY BEST BUY INC64.4K shares-0.20%2026-06-302026-07-15

MSI MOTOROLA SOLUTIONS INC11.7K shares4.29%2026-06-302026-07-15

CMI CUMMINS INC6.6K shares-8.98%2026-06-302026-07-15

ZALT INNOVATOR ETFS TRUST136.4K shares3.11%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC108.2K shares8.57%2026-06-302026-07-15

Sponsored

GEV GE VERNOVA INC3.6K shares-22.02%2026-06-302026-07-15

CME CME GROUP INC19.2K shares8.90%2026-06-302026-07-15

ETR ENTERGY CORP NEW36.4K shares5.99%2026-06-302026-07-15

IWM ISHARES TR13.9K shares-0.12%2026-06-302026-07-15

SCI SERVICE CORP INTL54.4K sharesnew addition2026-06-302026-07-15

GOOGL ALPHABET INC11.2K shares-12.07%2026-06-302026-07-15

AMZN AMAZON COM INC16.3K shares-1.63%2026-06-302026-07-15

O REALTY INCOME CORP62.4K sharesnew addition2026-06-302026-07-15

Sponsored

GNOV FIRST TR EXCHNG TRADED FD VI92.4K shares-1.08%2026-06-302026-07-15

BALT INNOVATOR ETFS TRUST112.5K shares4.87%2026-06-302026-07-15

MS MORGAN STANLEY17.4K shares-2.16%2026-06-302026-07-15

NVDA NVIDIA CORPORATION18.2K shares9.49%2026-06-302026-07-15

ZOETIS INC ZOETIS INC49.1K shares157.28%2026-06-302026-07-15

DRI DARDEN RESTAURANTS INC16.7K shares4.95%2026-06-302026-07-15

PNOV INNOVATOR ETFS TRUST76.4K shares-1.59%2026-06-302026-07-15

QGRW WISDOMTREE TR50.9K shares5.84%2026-06-302026-07-15

Sponsored

ALL ALLSTATE CORP13.6K shares4.30%2026-06-302026-07-15

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V11.4K shares-5.73%2026-06-302026-07-15

TT TRANE TECHNOLOGIES PLC6.4K shares0.77%2026-06-302026-07-15

IQV IQVIA HLDGS INC16.2K shares11.63%2026-06-302026-07-15

CDNS CADENCE DESIGN SYSTEM INC8.3K shares1.58%2026-06-302026-07-15

EW EDWARDS LIFESCIENCES CORP34.4K shares3.87%2026-06-302026-07-15

PH PARKER-HANNIFIN CORP3.0K sharesnew addition2026-06-302026-07-15

FTGS FIRST TR EXCHANGE-TRADED FD79.7K shares-0.18%2026-06-302026-07-15

Sponsored

DJUL FIRST TR EXCHNG TRADED FD VI58.6K shares-1.20%2026-06-302026-07-15

CMG CHIPOTLE MEXICAN GRILL INC84.1K shares37.75%2026-06-302026-07-15

FANG DIAMONDBACK ENERGY INC16.1K shares-3.53%2026-06-302026-07-15

STE STERIS PLC13.2K shares25.99%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC4.9K shares21.70%2026-06-302026-07-15

CEG CONSTELLATION ENERGY CORP10.8K shares41.38%2026-06-302026-07-15

SNPS SYNOPSYS INC6.0K shares14.46%2026-06-302026-07-15

FDL FIRST TR EXCHANGE-TRADED FD54.1K shares0.15%2026-06-302026-07-15

Sponsored

VXUS VANGUARD STAR FDS30.6K shares0.20%2026-06-302026-07-15

CRM SALESFORCE INC16.3K shares54.68%2026-06-302026-07-15

BUFZ FIRST TR EXCHNG TRADED FD VI91.4K shares13.21%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC21.5K shares-8.22%2026-06-302026-07-15

BUFF INNOVATOR ETFS TRUST47.2K shares7.09%2026-06-302026-07-15

S&P GLOBAL INC S&P GLOBAL INC6.4K shares25.43%2026-06-302026-07-15

NOBL PROSHARES TR39.4K shares94.71%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS8.9K shares-6.95%2026-06-302026-07-15

Sponsored

GCOW PACER FDS TR44.0K shares2.04%2026-06-302026-07-15

DGRW WISDOMTREE TR18.8K shares1.78%2026-06-302026-07-15

CVX CHEVRON CORPORATION10.6K shares11.36%2026-06-302026-07-15

TJX TJX COS INC NEW11.5K shares-0.40%2026-06-302026-07-15

NOC NORTHROP GRUMMAN CORP3.4K shares4.45%2026-06-302026-07-15

WASTE MGMT INC DEL WASTE MGMT INC DEL7.8K shares5.04%2026-06-302026-07-15

VISA INC VISA INC5.1K shares9.76%2026-06-302026-07-15

LOW LOWES COS INC7.7K shares9.60%2026-06-302026-07-15

Sponsored

COWG PACER FDS TR42.1K shares1.90%2026-06-302026-07-15

FVD FIRST TR EXCHANGE-TRADED FD34.4K shares1.84%2026-06-302026-07-15

SPYV SPDR SERIES TRUST27.1K shares-4.38%2026-06-302026-07-15

PG PROCTER & GAMBLE CO11.0K shares2.74%2026-06-302026-07-15

APH AMPHENOL CORP9.0K shares1.17%2026-06-302026-07-15

MCD MCDONALDS CORP5.8K shares23.28%2026-06-302026-07-15

ASTRAZENECA PLC ASTRAZENECA PLC8.0K shares2.21%2026-06-302026-07-15

KO COCA COLA CO18.4K shares11.21%2026-06-302026-07-15

Sponsored

AMGN AMGEN INC4.1K shares0.64%2026-06-302026-07-15

USMV ISHARES TR15.4K shares-2.13%2026-06-302026-07-15

DJAN FIRST TR EXCHNG TRADED FD VI32.3K shares-12.55%2026-06-302026-07-15

PEP PEPSICO INC10.8K shares10.47%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW11.5K shares13.21%2026-06-302026-07-15

ESN NORTHERN LTS FD TR II72.9K sharesnew addition2026-06-302026-07-15

SYK STRYKER CORPORATION4.4K shares-2.22%2026-06-302026-07-15

USFR WISDOMTREE TR27.3K shares7.68%2026-06-302026-07-15

Sponsored

EMR EMERSON ELEC CO9.5K shares0.84%2026-06-302026-07-15

BMY BRISTOL-MYERS SQUIBB CO23.6K shares1.45%2026-06-302026-07-15

QCOM QUALCOMM INC7.3K shares-15.97%2026-06-302026-07-15

COWZ PACER FDS TR21.6K shares-1.91%2026-06-302026-07-15

LIN LINDE PLC2.6K shares5.81%2026-06-302026-07-15

COF CAPITAL ONE FINL CORP6.6K shares2.00%2026-06-302026-07-15

RDVY FIRST TR EXCHANGE TRADED FD15.9K shares2.25%2026-06-302026-07-15

ABT ABBOTT LABORATORIES13.9K shares16.62%2026-06-302026-07-15

Sponsored

TFC TRUIST FINL CORP25.2K shares10.73%2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC11.4K shares2.02%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC1.1K shares-16.89%2026-06-302026-07-15

KMB KIMBERLY-CLARK CORP10.8K shares8.72%2026-06-302026-07-15

CAT CATERPILLAR INC1.1K shares-8.36%2026-06-302026-07-15

BA BOEING CO5.2K shares-8.28%2026-06-302026-07-15

SIXF AIM ETF PRODUCTS TRUST29.4K shares8.42%2026-06-302026-07-15

CCI CROWN CASTLE INC13.0K shares5.36%2026-06-302026-07-15

Sponsored

SIXD AIM ETF PRODUCTS TRUST29.7K shares1.45%2026-06-302026-07-15

UFEB INNOVATOR ETFS TRUST23.2K shares-8.08%2026-06-302026-07-15

HONEYWELL INTL INC HONEYWELL INTL INC4.0K sharesnew addition2026-06-302026-07-15

MOAT VANECK ETF TRUST8.5K shares-58.78%2026-06-302026-07-15

SLV ISHARES SILVER TR16.5K shares56.41%2026-06-302026-07-15

PPA INVESCO EXCHANGE TRADED FD T5.0K shares0.24%2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.9K sharesnew addition2026-06-302026-07-15

QCJA FIRST TR EXCHNG TRADED FD VI37.1K shares7.82%2026-06-302026-07-15

Sponsored

XME SPDR SERIES TRUST7.8K shares12.98%2026-06-302026-07-15

FIXD FIRST TR EXCHNG TRADED FD VI18.7K shares6.56%2026-06-302026-07-15

WELL WELLTOWER INC3.5K shares0.00%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION4.1K shares-0.15%2026-06-302026-07-15

BSCQ INVESCO EXCH TRD SLF IDX FD39.7K shares0.65%2026-06-302026-07-15

ISHARES TR ISHARES TR1.0K shares-1.37%2026-06-302026-07-15

SOXX ISHARES TR1.2K shares-16.38%2026-06-302026-07-15

SMOT VANECK ETF TRUST19.1K shares-1.94%2026-06-302026-07-15

Sponsored

RECS COLUMBIA ETF TR I16.9K shares15.05%2026-06-302026-07-15

BSCR INVESCO EXCH TRD SLF IDX FD36.9K shares0.70%2026-06-302026-07-15

SIXJ AIM ETF PRODUCTS TRUST19.6K shares12.55%2026-06-302026-07-15

QMNV FIRST TR EXCHNG TRADED FD VI27.8K shares-3.48%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-06-302026-07-15

AIRR FIRST TR EXCHANGE TRADED FD4.7K shares-3.60%2026-06-302026-07-15

ORACLE CORP ORACLE CORP4.2K shares0.00%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-07-15

Sponsored

OEF ISHARES TR1.5K shares-27.11%2026-06-302026-07-15

PXJ INVESCO EXCHANGE TRADED FD T14.4K shares0.00%2026-06-302026-07-15

BSCS INVESCO EXCH TRD SLF IDX FD27.3K shares-0.18%2026-06-302026-07-15

ZJUN INNOVATOR ETFS TRUST20.2K sharesnew addition2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR2.9K shares-22.58%2026-06-302026-07-15

SLYG SPDR SERIES TRUST4.5K shares-2.44%2026-06-302026-07-15

SLYV SPDR SERIES TRUST4.9K shares-4.44%2026-06-302026-07-15

KNG FIRST TR EXCHANGE-TRADED FD10.4K shares0.00%2026-06-302026-07-15

Sponsored

SIXP AIM ETF PRODUCTS TRUST15.2K shares0.44%2026-06-302026-07-15

TDIV FIRST TR EXCHANGE TRADED FD4.3K shares-15.28%2026-06-302026-07-15

STRATEGY INC STRATEGY INC5.7K shares1.50%2026-06-302026-07-15

RDVI FIRST TR EXCHANGE-TRADED FD16.2K shares0.00%2026-06-302026-07-15

UJUN INNOVATOR ETFS TRUST12.3K sharesnew addition2026-06-302026-07-15

FITB FIFTH THIRD BANCORP8.4K shares-6.11%2026-06-302026-07-15

QYLG GLOBAL X FDS15.2K shares33.52%2026-06-302026-07-15

ED CONSOLIDATED EDISON INC4.0K shares0.00%2026-06-302026-07-15

Sponsored

QCOC FIRST TR EXCHNG TRADED FD VI18.5K shares0.03%2026-06-302026-07-15

MO ALTRIA GROUP INC5.9K shares0.00%2026-06-302026-07-15

DURA VANECK ETF TRUST11.3K shares0.00%2026-06-302026-07-15

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-15

DTE DTE ENERGY CO2.7K shares0.00%2026-06-302026-07-15

MRK MERCK & CO INC3.1K shares0.49%2026-06-302026-07-15

SIXZ AIM ETF PRODUCTS TRUST12.6K shares24.34%2026-06-302026-07-15

DHS WISDOMTREE TR3.5K shares-0.52%2026-06-302026-07-15

Sponsored

CASY CASEYS GEN STORES INC472 shares0.00%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP2.6K shares-1.02%2026-06-302026-07-15

DE DEERE & CO554 shares-5.14%2026-06-302026-07-15

XLE SELECT SECTOR SPDR TR6.6K shares0.00%2026-06-302026-07-15

ZJAN INNOVATOR ETFS TRUST12.4K shares0.00%2026-06-302026-07-15

BAR GRANITESHARES GOLD TR8.7K shares0.00%2026-06-302026-07-15

QYLD GLOBAL X FDS18.4K shares0.00%2026-06-302026-07-15

DJUN FIRST TR EXCHNG TRADED FD VI6.8K sharesnew addition2026-06-302026-07-15

Sponsored

JXN JACKSON FINANCIAL INC3.2K shares-0.40%2026-06-302026-07-15

SBCF SEACOAST BKG CORP FLA9.9K shares0.00%2026-06-302026-07-15

SDVY FIRST TR EXCHANGE TRADED FD7.6K shares-1.59%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.96%2026-06-302026-07-15

RSPN INVESCO EXCHANGE TRADED FD T4.9K shares-9.90%2026-06-302026-07-15

ROBO EXCHANGE TRADED CONCEPTS TRU3.7K shares0.00%2026-06-302026-07-15

DFEB FIRST TR EXCHNG TRADED FD VI6.1K shares13.11%2026-06-302026-07-15

PULS PGIM ETF TR6.2K shares1.30%2026-06-302026-07-15

Sponsored

SIXO AIM ETF PRODUCTS TRUST8.6K shares5.74%2026-06-302026-07-15

QMFE FIRST TR EXCHNG TRADED FD VI12.6K shares11.98%2026-06-302026-07-15

CIBR FIRST TR EXCHANGE-TRADED FD3.4K shares3.22%2026-06-302026-07-15

AOCT INNOVATOR ETFS TRUST11.0K shares-3.29%2026-06-302026-07-15

IBB ISHARES TR1.6K shares-6.25%2026-06-302026-07-15

CALF PACER FDS TR5.7K shares-5.81%2026-06-302026-07-15

SPBX AIM ETF PRODUCTS TRUST9.9K sharesnew addition2026-06-302026-07-15

CGW INVESCO EXCH TRADED FD TR II4.3K shares-4.11%2026-06-302026-07-15

Sponsored

QMMY FIRST TR EXCHNG TRADED FD VI10.6K sharesnew addition2026-06-302026-07-15

LQDW ISHARES TR11.7K shares0.00%2026-06-302026-07-15

DELL DELL TECHNOLOGIES INC645 sharesnew addition2026-06-302026-07-15

GRMN GARMIN LTD1.1K shares0.00%2026-06-302026-07-15

XLY SELECT SECTOR SPDR TR2.3K sharesnew addition2026-06-302026-07-15

IRDM IRIDIUM COMMUNICATIONS INC4.9K sharesnew addition2026-06-302026-07-15

GMAY FIRST TR EXCHNG TRADED FD VI6.2K shares-3.61%2026-06-302026-07-15

GOOG ALPHABET INC755 shares-14.69%2026-06-302026-07-15

Sponsored

ZMAR INNOVATOR ETFS TRUST9.3K shares4.06%2026-06-302026-07-15

WCLD WISDOMTREE TR8.1K sharesnew addition2026-06-302026-07-15

TSLA TESLA INC608 shares-2.88%2026-06-302026-07-15

FGD FIRST TR EXCHANGE-TRADED FD7.8K sharesnew addition2026-06-302026-07-15

SOUTHERN CO SOUTHERN CO2.5K shares0.00%2026-06-302026-07-15

3M CO 3M CO1.5K shares0.00%2026-06-302026-07-15

BOTZ GLOBAL X FDS6.2K sharesnew addition2026-06-302026-07-15

ZAUG INNOVATOR ETFS TRUST8.4K shares-61.68%2026-06-302026-07-15

Sponsored

JAAA JANUS DETROIT STR TR4.6K shares-31.01%2026-06-302026-07-15

GRID FIRST TR EXCHANGE-TRADED FD1.2K sharesnew addition2026-06-302026-07-15

PM PHILIP MORRIS INTL INC1.2K shares0.82%2026-06-302026-07-15

BSCT INVESCO EXCH TRD SLF IDX FD11.9K shares-5.31%2026-06-302026-07-15

AJUL INNOVATOR ETFS TRUST7.0K shares0.00%2026-06-302026-07-15

DDEC FIRST TR EXCHNG TRADED FD VI4.4K shares-7.00%2026-06-302026-07-15

HDV ISHARES TR7.7K shares321.85%2026-06-302026-07-15

BTI BRITISH AMERN TOB PLC3.4K sharesnew addition2026-06-302026-07-15

Sponsored

IBDR ISHARES TR8.6K shares0.00%2026-06-302026-07-15

NNOV INNOVATOR ETFS TRUST6.5K sharesnew addition2026-06-302026-07-15

ETHA ISHARES ETHEREUM TR10.7K sharesnew addition2026-06-302026-07-15

NUBURU INC NUBURU INC20.0K shares0.00%2026-06-302026-07-15

QQQ

INVESCO QQQ TR

0.22%

Shares13.8K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

0.55%

Shares25.9K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

5.31%

Shares7.0K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-0.70%

Shares28.1K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

0.82%

Shares15.4K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

-3.39%

Shares17.2K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-0.99%

Shares25.5K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

11.85%

Shares17.2K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

14.20%

Shares17.9K

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

-5.63%

Shares15.8K

Event2026-06-30

Filed2026-07-15

MPC

MARATHON PETE CORP

-1.86%

Shares24.4K

Event2026-06-30

Filed2026-07-15

JOHNSON CONTROLS INTERNATION

-7.94%

Shares41.4K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

0.99%

Shares50.7K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

-1.32%

Shares16.3K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

4.09%

Shares22.0K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

-40.69%

Shares9.4K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

0.89%

Shares19.5K

Event2026-06-30

Filed2026-07-15

APD

AIR PRODUCTS AND CHEMICALS I

2.43%

Shares17.3K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

0.44%

Shares6.6K

Event2026-06-30

Filed2026-07-15

BBY

BEST BUY INC

-0.20%

Shares64.4K

Event2026-06-30

Filed2026-07-15

MSI

MOTOROLA SOLUTIONS INC

4.29%

Shares11.7K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

-8.98%

Shares6.6K

Event2026-06-30

Filed2026-07-15

ZALT

INNOVATOR ETFS TRUST

3.11%

Shares136.4K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

8.57%

Shares108.2K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

-22.02%

Shares3.6K

Event2026-06-30

Filed2026-07-15

CME

CME GROUP INC

8.90%

Shares19.2K

Event2026-06-30

Filed2026-07-15

ETR

ENTERGY CORP NEW

5.99%

Shares36.4K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-0.12%

Shares13.9K

Event2026-06-30

Filed2026-07-15

SCI

SERVICE CORP INTL

New

Shares54.4K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-12.07%

Shares11.2K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-1.63%

Shares16.3K

Event2026-06-30

Filed2026-07-15

REALTY INCOME CORP

New

Shares62.4K

Event2026-06-30

Filed2026-07-15

GNOV

FIRST TR EXCHNG TRADED FD VI

-1.08%

Shares92.4K

Event2026-06-30

Filed2026-07-15

BALT

INNOVATOR ETFS TRUST

4.87%

Shares112.5K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

-2.16%

Shares17.4K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

9.49%

Shares18.2K

Event2026-06-30

Filed2026-07-15

ZOETIS INC

157.28%

Shares49.1K

Event2026-06-30

Filed2026-07-15

DRI

DARDEN RESTAURANTS INC

4.95%

Shares16.7K

Event2026-06-30

Filed2026-07-15

PNOV

INNOVATOR ETFS TRUST

-1.59%

Shares76.4K

Event2026-06-30

Filed2026-07-15

QGRW

WISDOMTREE TR

5.84%

Shares50.9K

Event2026-06-30

Filed2026-07-15

ALL

ALLSTATE CORP

4.30%

Shares13.6K

Event2026-06-30

Filed2026-07-15

NXP SEMICONDUCTORS N V

-5.73%

Shares11.4K

Event2026-06-30

Filed2026-07-15

TRANE TECHNOLOGIES PLC

0.77%

Shares6.4K

Event2026-06-30

Filed2026-07-15

IQV

IQVIA HLDGS INC

11.63%

Shares16.2K

Event2026-06-30

Filed2026-07-15

CDNS

CADENCE DESIGN SYSTEM INC

1.58%

Shares8.3K

Event2026-06-30

Filed2026-07-15

EDWARDS LIFESCIENCES CORP

3.87%

Shares34.4K

Event2026-06-30

Filed2026-07-15

PARKER-HANNIFIN CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

FTGS

FIRST TR EXCHANGE-TRADED FD

-0.18%

Shares79.7K

Event2026-06-30

Filed2026-07-15

DJUL

FIRST TR EXCHNG TRADED FD VI

-1.20%

Shares58.6K

Event2026-06-30

Filed2026-07-15

CMG

CHIPOTLE MEXICAN GRILL INC

37.75%

Shares84.1K

Event2026-06-30

Filed2026-07-15

FANG

DIAMONDBACK ENERGY INC

-3.53%

Shares16.1K

Event2026-06-30

Filed2026-07-15

STE

STERIS PLC

25.99%

Shares13.2K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

21.70%

Shares4.9K

Event2026-06-30

Filed2026-07-15

CEG

CONSTELLATION ENERGY CORP

41.38%

Shares10.8K

Event2026-06-30

Filed2026-07-15

SNPS

SYNOPSYS INC

14.46%

Shares6.0K

Event2026-06-30

Filed2026-07-15

FDL

FIRST TR EXCHANGE-TRADED FD

0.15%

Shares54.1K

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

0.20%

Shares30.6K

Event2026-06-30

Filed2026-07-15

CRM

SALESFORCE INC

54.68%

Shares16.3K

Event2026-06-30

Filed2026-07-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

13.21%

Shares91.4K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

-8.22%

Shares21.5K

Event2026-06-30

Filed2026-07-15

BUFF

INNOVATOR ETFS TRUST

7.09%

Shares47.2K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL INC

25.43%

Shares6.4K

Event2026-06-30

Filed2026-07-15

NOBL

PROSHARES TR

94.71%

Shares39.4K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

-6.95%

Shares8.9K

Event2026-06-30

Filed2026-07-15

GCOW

PACER FDS TR

2.04%

Shares44.0K

Event2026-06-30

Filed2026-07-15

DGRW

WISDOMTREE TR

1.78%

Shares18.8K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

11.36%

Shares10.6K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

-0.40%

Shares11.5K

Event2026-06-30

Filed2026-07-15

NOC

NORTHROP GRUMMAN CORP

4.45%

Shares3.4K

Event2026-06-30

Filed2026-07-15

WASTE MGMT INC DEL

5.04%

Shares7.8K

Event2026-06-30

Filed2026-07-15

VISA INC

9.76%

Shares5.1K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

9.60%

Shares7.7K

Event2026-06-30

Filed2026-07-15

COWG

PACER FDS TR

1.90%

Shares42.1K

Event2026-06-30

Filed2026-07-15

FVD

FIRST TR EXCHANGE-TRADED FD

1.84%

Shares34.4K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

-4.38%

Shares27.1K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

2.74%

Shares11.0K

Event2026-06-30

Filed2026-07-15

APH

AMPHENOL CORP

1.17%

Shares9.0K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

23.28%

Shares5.8K

Event2026-06-30

Filed2026-07-15

ASTRAZENECA PLC

2.21%

Shares8.0K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

11.21%

Shares18.4K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

0.64%

Shares4.1K

Event2026-06-30

Filed2026-07-15

USMV

ISHARES TR

-2.13%

Shares15.4K

Event2026-06-30

Filed2026-07-15

DJAN

FIRST TR EXCHNG TRADED FD VI

-12.55%

Shares32.3K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

10.47%

Shares10.8K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

13.21%

Shares11.5K

Event2026-06-30

Filed2026-07-15

ESN

NORTHERN LTS FD TR II

New

Shares72.9K

Event2026-06-30

Filed2026-07-15

SYK

STRYKER CORPORATION

-2.22%

Shares4.4K

Event2026-06-30

Filed2026-07-15

USFR

WISDOMTREE TR

7.68%

Shares27.3K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO

0.84%

Shares9.5K

Event2026-06-30

Filed2026-07-15

BMY

BRISTOL-MYERS SQUIBB CO

1.45%

Shares23.6K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

-15.97%

Shares7.3K

Event2026-06-30

Filed2026-07-15

COWZ

PACER FDS TR

-1.91%

Shares21.6K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

5.81%

Shares2.6K

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

2.00%

Shares6.6K

Event2026-06-30

Filed2026-07-15

RDVY

FIRST TR EXCHANGE TRADED FD

2.25%

Shares15.9K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

16.62%

Shares13.9K

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FINL CORP

10.73%

Shares25.2K

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

2.02%

Shares11.4K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

-16.89%

Shares1.1K

Event2026-06-30

Filed2026-07-15

KMB

KIMBERLY-CLARK CORP

8.72%

Shares10.8K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

-8.36%

Shares1.1K

Event2026-06-30

Filed2026-07-15

BOEING CO

-8.28%

Shares5.2K

Event2026-06-30

Filed2026-07-15

SIXF

AIM ETF PRODUCTS TRUST

8.42%

Shares29.4K

Event2026-06-30

Filed2026-07-15

CCI

CROWN CASTLE INC

5.36%

Shares13.0K

Event2026-06-30

Filed2026-07-15

SIXD

AIM ETF PRODUCTS TRUST

1.45%

Shares29.7K

Event2026-06-30

Filed2026-07-15

UFEB

INNOVATOR ETFS TRUST

-8.08%

Shares23.2K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-15

MOAT

VANECK ETF TRUST

-58.78%

Shares8.5K

Event2026-06-30

Filed2026-07-15

SLV

ISHARES SILVER TR

56.41%

Shares16.5K

Event2026-06-30

Filed2026-07-15

PPA

INVESCO EXCHANGE TRADED FD T

0.24%

Shares5.0K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-15

QCJA

FIRST TR EXCHNG TRADED FD VI

7.82%

Shares37.1K

Event2026-06-30

Filed2026-07-15

XME

SPDR SERIES TRUST

12.98%

Shares7.8K

Event2026-06-30

Filed2026-07-15

FIXD

FIRST TR EXCHNG TRADED FD VI

6.56%

Shares18.7K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

-0.15%

Shares4.1K

Event2026-06-30

Filed2026-07-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.65%

Shares39.7K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-1.37%

Shares1.0K

Event2026-06-30

Filed2026-07-15

SOXX

ISHARES TR

-16.38%

Shares1.2K

Event2026-06-30

Filed2026-07-15

SMOT

VANECK ETF TRUST

-1.94%

Shares19.1K

Event2026-06-30

Filed2026-07-15

RECS

COLUMBIA ETF TR I

15.05%

Shares16.9K

Event2026-06-30

Filed2026-07-15

BSCR

INVESCO EXCH TRD SLF IDX FD

0.70%

Shares36.9K

Event2026-06-30

Filed2026-07-15

SIXJ

AIM ETF PRODUCTS TRUST

12.55%

Shares19.6K

Event2026-06-30

Filed2026-07-15

QMNV

FIRST TR EXCHNG TRADED FD VI

-3.48%

Shares27.8K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

AIRR

FIRST TR EXCHANGE TRADED FD

-3.60%

Shares4.7K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

OEF

ISHARES TR

-27.11%

Shares1.5K

Event2026-06-30

Filed2026-07-15

PXJ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-15

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.18%

Shares27.3K

Event2026-06-30

Filed2026-07-15

ZJUN

INNOVATOR ETFS TRUST

New

Shares20.2K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

-22.58%

Shares2.9K

Event2026-06-30

Filed2026-07-15

SLYG

SPDR SERIES TRUST

-2.44%

Shares4.5K

Event2026-06-30

Filed2026-07-15

SLYV

SPDR SERIES TRUST

-4.44%

Shares4.9K

Event2026-06-30

Filed2026-07-15

KNG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-15

SIXP

AIM ETF PRODUCTS TRUST

0.44%

Shares15.2K

Event2026-06-30

Filed2026-07-15

TDIV

FIRST TR EXCHANGE TRADED FD

-15.28%

Shares4.3K

Event2026-06-30

Filed2026-07-15

STRATEGY INC

1.50%

Shares5.7K

Event2026-06-30

Filed2026-07-15

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-15

UJUN

INNOVATOR ETFS TRUST

New

Shares12.3K

Event2026-06-30

Filed2026-07-15

FITB

FIFTH THIRD BANCORP

-6.11%

Shares8.4K

Event2026-06-30

Filed2026-07-15

QYLG

GLOBAL X FDS

33.52%

Shares15.2K

Event2026-06-30

Filed2026-07-15

CONSOLIDATED EDISON INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

QCOC

FIRST TR EXCHNG TRADED FD VI

0.03%

Shares18.5K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-15

DURA

VANECK ETF TRUST

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

DTE

DTE ENERGY CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

0.49%

Shares3.1K

Event2026-06-30

Filed2026-07-15

SIXZ

AIM ETF PRODUCTS TRUST

24.34%

Shares12.6K

Event2026-06-30

Filed2026-07-15

DHS

WISDOMTREE TR

-0.52%

Shares3.5K

Event2026-06-30

Filed2026-07-15

CASY

CASEYS GEN STORES INC

0.00%

Shares472

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

-1.02%

Shares2.6K

Event2026-06-30

Filed2026-07-15

DEERE & CO

-5.14%

Shares554

Event2026-06-30

Filed2026-07-15

XLE

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-15

ZJAN

INNOVATOR ETFS TRUST

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-15

BAR

GRANITESHARES GOLD TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-15

QYLD

GLOBAL X FDS

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-15

DJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares6.8K

Event2026-06-30

Filed2026-07-15

JXN

JACKSON FINANCIAL INC

-0.40%

Shares3.2K

Event2026-06-30

Filed2026-07-15

SBCF

SEACOAST BKG CORP FLA

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-15

SDVY

FIRST TR EXCHANGE TRADED FD

-1.59%

Shares7.6K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

0.96%

Shares1.2K

Event2026-06-30

Filed2026-07-15

RSPN

INVESCO EXCHANGE TRADED FD T

-9.90%

Shares4.9K

Event2026-06-30

Filed2026-07-15

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-15

DFEB

FIRST TR EXCHNG TRADED FD VI

13.11%

Shares6.1K

Event2026-06-30

Filed2026-07-15

PULS

PGIM ETF TR

1.30%

Shares6.2K

Event2026-06-30

Filed2026-07-15

SIXO

AIM ETF PRODUCTS TRUST

5.74%

Shares8.6K

Event2026-06-30

Filed2026-07-15

QMFE

FIRST TR EXCHNG TRADED FD VI

11.98%

Shares12.6K

Event2026-06-30

Filed2026-07-15

CIBR

FIRST TR EXCHANGE-TRADED FD

3.22%

Shares3.4K

Event2026-06-30

Filed2026-07-15

AOCT

INNOVATOR ETFS TRUST

-3.29%

Shares11.0K

Event2026-06-30

Filed2026-07-15

IBB

ISHARES TR

-6.25%

Shares1.6K

Event2026-06-30

Filed2026-07-15

CALF

PACER FDS TR

-5.81%

Shares5.7K

Event2026-06-30

Filed2026-07-15

SPBX

AIM ETF PRODUCTS TRUST

New

Shares9.9K

Event2026-06-30

Filed2026-07-15

CGW

INVESCO EXCH TRADED FD TR II

-4.11%

Shares4.3K

Event2026-06-30

Filed2026-07-15

QMMY

FIRST TR EXCHNG TRADED FD VI

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

LQDW

ISHARES TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-15

DELL

DELL TECHNOLOGIES INC

New

Shares645

Event2026-06-30

Filed2026-07-15

GRMN

GARMIN LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

XLY

SELECT SECTOR SPDR TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-15

IRDM

IRIDIUM COMMUNICATIONS INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-15

GMAY

FIRST TR EXCHNG TRADED FD VI

-3.61%

Shares6.2K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-14.69%

Shares755

Event2026-06-30

Filed2026-07-15

ZMAR

INNOVATOR ETFS TRUST

4.06%

Shares9.3K

Event2026-06-30

Filed2026-07-15

WCLD

WISDOMTREE TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

-2.88%

Shares608

Event2026-06-30

Filed2026-07-15

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares7.8K

Event2026-06-30

Filed2026-07-15

SOUTHERN CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

3M CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

BOTZ

GLOBAL X FDS

New

Shares6.2K

Event2026-06-30

Filed2026-07-15

ZAUG

INNOVATOR ETFS TRUST

-61.68%

Shares8.4K

Event2026-06-30

Filed2026-07-15

JAAA

JANUS DETROIT STR TR

-31.01%

Shares4.6K

Event2026-06-30

Filed2026-07-15

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

0.82%

Shares1.2K

Event2026-06-30

Filed2026-07-15

BSCT

INVESCO EXCH TRD SLF IDX FD

-5.31%

Shares11.9K

Event2026-06-30

Filed2026-07-15

AJUL

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-15

DDEC

FIRST TR EXCHNG TRADED FD VI

-7.00%

Shares4.4K

Event2026-06-30

Filed2026-07-15

HDV

ISHARES TR

321.85%

Shares7.7K

Event2026-06-30

Filed2026-07-15

BTI

BRITISH AMERN TOB PLC

New

Shares3.4K

Event2026-06-30

Filed2026-07-15

IBDR

ISHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-15

NNOV

INNOVATOR ETFS TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-07-15

ETHA

ISHARES ETHEREUM TR

New

Shares10.7K

Event2026-06-30

Filed2026-07-15

NUBURU INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

MU Put PutMICRON TECHNOLOGY INC202 sharesnew addition2026-06-302026-07-15

MU Put

MICRON TECHNOLOGY INC

New

Shares202

Event2026-06-30

Filed2026-07-15