Sponsored

The Analysis of Crestwood Advisors Group, LLC's Holdings & P&L

Currently, Crestwood Advisors Group, LLC holds 877 types of securities in its portfolio with a total value $6.7B. In the most recent quarter, they have increased their positions in KLAC (+323.2K shares, valued at $97.5M), BKNG (+269.2K shares, valued at $48.0M), N/A (+39.9K shares, valued at $29.9M); decreased their positions in N/A (-44.7K shares, valued at $32.3M), CME (-85.8K shares, valued at $19.0M), SHW (-48.4K shares, valued at $16.7M); initiated new positions in N/A (+114.6K shares, valued at $25.7M), N/A (+114.4K shares, valued at $25.3M), N/A (+168.1K shares, valued at $23.0M).

1M P&L

-150.8M-3.02%

3M P&L

-693.5M-12.52%

HY P&L

+4.9M+0.10%

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/A1.4B

27.8%

2Consumer Electronics396.8M

7.9%

3Internet Content & Information376.8M

7.5%

Top Industries by Stock Count

1N/A168 stocks

21.9%

2Banks - Regional26 stocks

3.4%

3Software - Application23 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM1.4M shares-1.66%2026-06-302026-08-03

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF475.3K shares9.17%2026-06-302026-08-03

GOOGL ALPHABET INC CAP STK CL A702.0K shares-3.57%2026-06-302026-08-03

NVDA NVIDIA CORPORATION COM1.0M shares-0.09%2026-06-302026-08-03

MSFT MICROSOFT CORP COM547.5K shares2.15%2026-06-302026-08-03

AMZN AMAZON COM INC COM783.9K shares-5.37%2026-06-302026-08-03

APPLIED MATLS INC COM APPLIED MATLS INC COM240.3K shares-15.69%2026-06-302026-08-03

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF3.0M shares5.74%2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC CAP STK CL C351.9K shares1.88%2026-06-302026-08-03

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF1.2M shares5.97%2026-06-302026-08-03

BROADCOM INC COM BROADCOM INC COM314.4K shares1.00%2026-06-302026-08-03

LRCX LAM RESEARCH CORP COM NEW267.7K shares-3.63%2026-06-302026-08-03

KLAC KLA CORP COM NEW364.1K shares791.58%2026-06-302026-08-03

VISA INC COM CL A VISA INC COM CL A319.6K shares-1.47%2026-06-302026-08-03

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF1.7M shares0.92%2026-06-302026-08-03

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM274.9K shares3.00%2026-06-302026-08-03

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW170.2K shares-13.25%2026-06-302026-08-03

QLTY GMO US QUALITY ETF2.0M shares11.41%2026-06-302026-08-03

GOVT ISHARES U.S. TREASURY BOND ETF3.5M shares2.03%2026-06-302026-08-03

JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF1.0M shares2.02%2026-06-302026-08-03

APH AMPHENOL CORP CL A416.0K shares-1.90%2026-06-302026-08-03

QUANTA SVCS INC COM QUANTA SVCS INC COM99.6K shares-0.56%2026-06-302026-08-03

HLT HILTON WORLDWIDE HLDGS INC COM212.7K shares-6.36%2026-06-302026-08-03

META PLATFORMS INC CL A META PLATFORMS INC CL A124.0K shares-8.63%2026-06-302026-08-03

Sponsored

JNJ JOHNSON & JOHNSON COM268.7K shares5.18%2026-06-302026-08-03

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF658.8K shares41.63%2026-06-302026-08-03

MUB ISHARES NATIONAL MUNI BOND ETF616.9K shares8.91%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM70.8K shares-4.43%2026-06-302026-08-03

TJX TJX COS INC NEW COM436.8K shares-2.44%2026-06-302026-08-03

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF603.7K shares1.03%2026-06-302026-08-03

HD HOME DEPOT INC COM165.1K shares-3.33%2026-06-302026-08-03

BX BLACKSTONE INC COM492.9K shares-1.45%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & CO COM44.3K shares25.38%2026-06-302026-08-03

BKNG BOOKING HOLDINGS INC COM286.4K shares1560.90%2026-06-302026-08-03

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF67.4K shares9.54%2026-06-302026-08-03

VOO VANGUARD S&P 500 ETF70.9K shares1.47%2026-06-302026-08-03

QCOM QUALCOMM INC COM252.7K shares-0.68%2026-06-302026-08-03

BAC BANK OF AMER CORP COM817.3K shares-1.31%2026-06-302026-08-03

DHR DANAHER CORP DEL COM235.3K shares-17.89%2026-06-302026-08-03

XYL XYLEM INC COM364.6K shares-9.97%2026-06-302026-08-03

Sponsored

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD224.3K shares-3.67%2026-06-302026-08-03

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A82.6K shares15.73%2026-06-302026-08-03

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF396.6K shares-8.64%2026-06-302026-08-03

KMI KINDER MORGAN INC DEL COM1.3M shares0.18%2026-06-302026-08-03

IJH ISHARES CORE S&P MID-CAP ETF526.9K shares3.65%2026-06-302026-08-03

BRK.A BERKSHIRE HATHAWAY INC DEL CL A53 shares-3.64%2026-06-302026-08-03

URI UNITED RENTALS INC COM34.9K shares-1.16%2026-06-302026-08-03

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF721.5K shares11.35%2026-06-302026-08-03

Sponsored

TXN TEXAS INSTRS INC COM123.5K shares-10.85%2026-06-302026-08-03

QQQ INVESCO QQQ TRUST SERIES I49.7K shares13.10%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC COM71.8K shares-23.08%2026-06-302026-08-03

VTEB VANGUARD TAX-EXEMPT BOND ETF694.2K shares-2.92%2026-06-302026-08-03

XMHQ INVESCO S&P MIDCAP QUALITY ETF302.5K shares2.18%2026-06-302026-08-03

ABBVIE INC COM ABBVIE INC COM123.0K shares2.39%2026-06-302026-08-03

MTD METTLER TOLEDO INTERNATIONAL COM23.8K shares-0.65%2026-06-302026-08-03

USB US BANCORP COM NEW475.9K shares-1.64%2026-06-302026-08-03

Sponsored

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM96.9K shares0.39%2026-06-302026-08-03

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF302.4K shares8.02%2026-06-302026-08-03

ORACLE CORP COM ORACLE CORP COM182.5K shares-3.10%2026-06-302026-08-03

PEP PEPSICO INC COM193.9K shares-3.73%2026-06-302026-08-03

EOG EOG RES INC COM201.9K shares1.44%2026-06-302026-08-03

HONEYWELL INTL INC COM HONEYWELL INTL INC COM114.6K sharesnew addition2026-06-302026-08-03

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM114.4K sharesnew addition2026-06-302026-08-03

CAT CATERPILLAR INC COM23.3K shares-3.24%2026-06-302026-08-03

Sponsored

MFC MANULIFE FINL CORP COM579.5K shares-0.13%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC COM68.1K shares-4.77%2026-06-302026-08-03

CISCO SYS INC COM CISCO SYS INC COM196.2K shares-0.55%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC COM19.9K shares175.54%2026-06-302026-08-03

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS168.1K sharesnew addition2026-06-302026-08-03

PG PROCTER & GAMBLE CO COM156.2K shares-3.12%2026-06-302026-08-03

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF276.3K shares46.18%2026-06-302026-08-03

S&P GLOBAL INC COM S&P GLOBAL INC COM56.1K shares-14.98%2026-06-302026-08-03

Sponsored

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF138.8K shares-2.03%2026-06-302026-08-03

VO VANGUARD MORNINGSTAR MID-CAP ETF255.2K shares297.60%2026-06-302026-08-03

TDG TRANSDIGM GROUP INC COM14.5K shares701.50%2026-06-302026-08-03

IWV ISHARES RUSSELL 3000 ETF41.3K shares-2.84%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC COM17.3K shares5.75%2026-06-302026-08-03

SEIC SEI INVTS CO COM197.1K shares0.45%2026-06-302026-08-03

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM183.9K shares31.84%2026-06-302026-08-03

WMB WILLIAMS COS INC COM214.4K shares0.57%2026-06-302026-08-03

Sponsored

MMC MARSH & MCLENNAN COS INC COM93.3K shares-3.51%2026-06-302026-08-03

EW EDWARDS LIFESCIENCES CORP COM170.5K shares0.22%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC COM26.0K shares65.58%2026-06-302026-08-03

CME CME GROUP INC COM67.6K shares-55.92%2026-06-302026-08-03

MRK MERCK & CO INC COM114.2K shares-0.86%2026-06-302026-08-03

VB VANGUARD MORNINGSTAR SMALL-CAP ETF48.4K shares-0.14%2026-06-302026-08-03

IJR ISHARES CORE S&P SMALL CAP ETF97.5K shares-5.31%2026-06-302026-08-03

ADI ANALOG DEVICES INC COM36.4K shares-2.44%2026-06-302026-08-03

Sponsored

TSLA TESLA INC COM33.1K shares38.29%2026-06-302026-08-03

CRM SALESFORCE INC COM86.3K shares-33.97%2026-06-302026-08-03

CVX CHEVRON CORPORATION COM81.5K shares-1.16%2026-06-302026-08-03

GEV GE VERNOVA INC COM11.5K shares27.01%2026-06-302026-08-03

SF STIFEL FINL CORP COM192.0K shares-0.80%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC SHS26.1K shares-1.81%2026-06-302026-08-03

EFA ISHARES MSCI EAFE ETF116.5K shares-1.76%2026-06-302026-08-03

SYK STRYKER CORPORATION COM38.2K shares-11.68%2026-06-302026-08-03

Sponsored

OLED UNIVERSAL DISPLAY CORP COM134.6K shares-8.88%2026-06-302026-08-03

VIG VANGUARD DIVIDEND APPRECIATION ETF49.2K shares-0.23%2026-06-302026-08-03

KO COCA COLA CO COM142.9K shares-2.25%2026-06-302026-08-03

IUSV ISHARES CORE S&P US VALUE ETF104.9K shares0.05%2026-06-302026-08-03

FLOT ISHARES FLOATING RATE BOND ETF216.7K shares3.65%2026-06-302026-08-03

SERVICENOW INC COM SERVICENOW INC COM109.4K shares-14.10%2026-06-302026-08-03

WMT WALMART INC COM95.0K shares31.25%2026-06-302026-08-03

STAG STAG INDUSTRIAL INC COM280.9K shares-3.99%2026-06-302026-08-03

Sponsored

FIX COMFORT SYS USA INC COM5.4K shares106.42%2026-06-302026-08-03

BLV VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND153.6K shares32.29%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP COM114.6K shares-14.10%2026-06-302026-08-03

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF217.2K shares8.02%2026-06-302026-08-03

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF118.2K shares-8.01%2026-06-302026-08-03

VLO VALERO ENERGY CORP COM39.8K shares11.45%2026-06-302026-08-03

J JACOBS SOLUTIONS INC COM81.9K shares-2.90%2026-06-302026-08-03

GLW CORNING INC COM38.9K shares-2.63%2026-06-302026-08-03

Sponsored

CHD CHURCH & DWIGHT CO INC COM101.6K shares-3.82%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS COM34.5K shares1.34%2026-06-302026-08-03

JPEF JPMORGAN EQUITY FOCUS ETF119.4K shares20.56%2026-06-302026-08-03

RTX CORPORATION COM RTX CORPORATION COM48.8K shares2.33%2026-06-302026-08-03

INTC INTEL CORP COM65.3K shares84.95%2026-06-302026-08-03

KEYS KEYSIGHT TECHNOLOGIES INC COM24.5K shares-0.02%2026-06-302026-08-03

LAZ LAZARD INC COM202.3K shares1.56%2026-06-302026-08-03

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF158.1K shares0.11%2026-06-302026-08-03

Sponsored

AKAMAI TECHNOLOGIES INC COM AKAMAI TECHNOLOGIES INC COM69.6K shares-0.09%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO COM23.8K shares-67.01%2026-06-302026-08-03

MCD MCDONALDS CORP COM29.4K shares-7.08%2026-06-302026-08-03

ABT ABBOTT LABORATORIES COM85.6K shares-5.39%2026-06-302026-08-03

ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN214.6K shares-1.67%2026-06-302026-08-03

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF294.4K shares-1.46%2026-06-302026-08-03

ARES CAPITAL CORP COM ARES CAPITAL CORP COM396.9K shares4.31%2026-06-302026-08-03

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF19.5K shares0.70%2026-06-302026-08-03

Sponsored

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF154.6K shares-5.17%2026-06-302026-08-03

UNP UNION PAC CORP COM25.8K shares6.14%2026-06-302026-08-03

ETN EATON CORP PLC SHS16.1K shares4.79%2026-06-302026-08-03

ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF79.7K shares-0.17%2026-06-302026-08-03

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF82.1K shares-0.69%2026-06-302026-08-03

EMR EMERSON ELEC CO COM47.4K shares0.44%2026-06-302026-08-03

INDB INDEPENDENT BK CORP MASS COM80.5K shares-0.10%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP COM6.6K shares31.16%2026-06-302026-08-03

Sponsored

CAH CARDINAL HEALTH INC COM26.4K shares93.00%2026-06-302026-08-03

IWF ISHARES RUSSELL 1000 GROWTH ETF49.8K shares302.86%2026-06-302026-08-03

HBAN HUNTINGTON BANCSHARES INC COM335.9K shares-1.34%2026-06-302026-08-03

TPR TAPESTRY INC COM40.3K shares1567.47%2026-06-302026-08-03

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF64.4K shares10.10%2026-06-302026-08-03

GE GE AEROSPACE COM NEW15.6K shares-1.36%2026-06-302026-08-03

CBRE CBRE GROUP INC CL A42.7K shares63.36%2026-06-302026-08-03

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF60.0K shares1.66%2026-06-302026-08-03

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF28.8K shares-8.85%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS11.3K shares23.83%2026-06-302026-08-03

VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF14.8K shares4.58%2026-06-302026-08-03

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF141.9K shares-1.31%2026-06-302026-08-03

SHOP SHOPIFY INC CL A SUB VTG SHS46.9K shares-3.39%2026-06-302026-08-03

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST7.4K shares-3.91%2026-06-302026-08-03

IWB ISHARES RUSSELL 1000 ETF12.7K shares10.95%2026-06-302026-08-03

SCHB SCHWAB U.S. BROAD MARKET ETF179.0K shares-7.06%2026-06-302026-08-03

Sponsored

AMGN AMGEN INC COM14.2K shares-2.42%2026-06-302026-08-03

IWM ISHARES RUSSELL 2000 ETF16.9K shares-1.18%2026-06-302026-08-03

CMCSA COMCAST CORP NEW CL A205.9K shares-4.47%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC COM25.7K shares2.12%2026-06-302026-08-03

WFC WELLS FARGO & CO COM55.2K shares0.04%2026-06-302026-08-03

DIS DISNEY WALT CO COM47.2K shares10.95%2026-06-302026-08-03

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF25.4K shares2.28%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO COM13.3K shares0.42%2026-06-302026-08-03

Sponsored

INTU INTUIT COM17.1K shares-56.88%2026-06-302026-08-03

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF42.0K shares-0.70%2026-06-302026-08-03

ENTG ENTEGRIS INC COM24.2K shares0.42%2026-06-302026-08-03

VHT VANGUARD HEALTH CARE ETF14.4K shares0.00%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO COM45.5K shares8.87%2026-06-302026-08-03

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF77.3K shares-4.96%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A5.3K shares18.35%2026-06-302026-08-03

USMV ISHARES MSCI USA MIN VOL FACTOR ETF42.1K shares-1.25%2026-06-302026-08-03

Sponsored

QUAL ISHARES MSCI USA QUALITY FACTOR ETF18.3K shares5.62%2026-06-302026-08-03

SBUX STARBUCKS CORP COM39.1K shares-8.62%2026-06-302026-08-03

MS MORGAN STANLEY COM NEW18.9K shares1.66%2026-06-302026-08-03

ECL ECOLAB INC COM14.1K shares-14.29%2026-06-302026-08-03

PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF70.0K shares0.00%2026-06-302026-08-03

VUG VANGUARD MORNINGSTAR GROWTH ETF43.6K shares524.83%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC CL A64.1K shares-5.02%2026-06-302026-08-03

VOT VANGUARD MORNINGSTAR MID-CAP GROWTH ETF12.1K shares7.58%2026-06-302026-08-03

Sponsored

VTV VANGUARD MORNINGSTAR VALUE ETF16.6K shares-0.18%2026-06-302026-08-03

VRTX VERTEX PHARMACEUTICALS INC COM7.2K shares-7.37%2026-06-302026-08-03

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF52.3K shares-1.23%2026-06-302026-08-03

QQQM INVESCO NASDAQ 100 ETF11.6K shares341.20%2026-06-302026-08-03

STT STATE STR CORP COM20.7K shares-3.27%2026-06-302026-08-03

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF18.7K shares-4.71%2026-06-302026-08-03

VGT VANGUARD INFORMATION TECHNOLOGY ETF29.0K shares699.92%2026-06-302026-08-03

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF61.7K shares-0.55%2026-06-302026-08-03

Sponsored

ROP ROPER TECHNOLOGIES INC COM10.2K shares-41.17%2026-06-302026-08-03

WASH WASHINGTON TR BANCORP INC COM94.2K shares0.00%2026-06-302026-08-03

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM8.3K shares49.33%2026-06-302026-08-03

NETFLIX INC. COM NETFLIX INC. COM47.3K shares-6.41%2026-06-302026-08-03

III INFORMATION SVCS GROUP INC COM819.1K shares0.00%2026-06-302026-08-03

RARE ULTRAGENYX PHARMACEUTICAL INC COM100.3K shares0.19%2026-06-302026-08-03

PFE PFIZER INC COM137.8K shares-5.17%2026-06-302026-08-03

MKC MCCORMICK & CO INC COM NON VTG65.0K shares-55.75%2026-06-302026-08-03

Sponsored

USFR WISDOMTREE FLOATING RATE TREASURY FUND63.6K shares-0.33%2026-06-302026-08-03

SHM SPDR NUVEEN BLMBG ST MUNBD ETF66.6K shares-4.81%2026-06-302026-08-03

IVE ISHARES S&P 500 VALUE ETF14.0K shares2.38%2026-06-302026-08-03

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF9.1K shares4.03%2026-06-302026-08-03

FTV FORTIVE CORP COM50.7K shares-9.53%2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP COM27.9K shares2.61%2026-06-302026-08-03

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF19.8K shares-0.40%2026-06-302026-08-03

SNDK SANDISK CORP COM1.3K shares14.29%2026-06-302026-08-03

Sponsored

T AT&T INC COM141.6K shares2.86%2026-06-302026-08-03

C CITIGROUP INC COM NEW20.0K shares9.54%2026-06-302026-08-03

ACWX ISHARES MSCI ACWI EX U.S. ETF36.7K shares30.07%2026-06-302026-08-03

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A22.3K shares-77.97%2026-06-302026-08-03

SMTH ALPS/SMITH CORE PLUS BOND ETF107.0K shares17.41%2026-06-302026-08-03

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF17.1K shares-5.63%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A23.1K shares-1.45%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.8K shares96.89%2026-06-302026-08-03

Sponsored

AMT AMERICAN TOWER CORP COM16.4K shares-10.82%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP COM5.2K shares-3.20%2026-06-302026-08-03

SOXX ISHARES SEMICONDUCTOR ETF4.1K shares0.00%2026-06-302026-08-03

DE DEERE & CO COM4.2K shares3.04%2026-06-302026-08-03

IAT ISHARES U.S. REGIONAL BANKS ETF42.4K shares-6.52%2026-06-302026-08-03

GILD GILEAD SCIENCES INC COM20.8K shares4.72%2026-06-302026-08-03

TTD THE TRADE DESK INC COM CL A144.7K shares-16.11%2026-06-302026-08-03

IBB ISHARES BIOTECHNOLOGY ETF13.8K shares-0.97%2026-06-302026-08-03

Sponsored

LIN LINDE PLC SHS5.0K shares12.95%2026-06-302026-08-03

DLR DIGITAL RLTY TR INC COM14.0K shares1.54%2026-06-302026-08-03

SPHQ INVESCO S&P 500 QUALITY ETF27.4K shares-2.81%2026-06-302026-08-03

WDC WESTERN DIGITAL CORP COM3.9K shares-64.56%2026-06-302026-08-03

NUTANIX INC CL A NUTANIX INC CL A48.1K shares-2.45%2026-06-302026-08-03

ASML ASML HLDG NV N Y REGISTRY SHS1.2K shares12.79%2026-06-302026-08-03

CVS CVS HEALTH CORP COM23.1K shares4.32%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP COM6.7K shares18.31%2026-06-302026-08-03

Sponsored

IQV IQVIA HLDGS INC COM12.1K shares-84.82%2026-06-302026-08-03

GLD SPDR GOLD SHARES6.3K shares-5.93%2026-06-302026-08-03

VEA VANGUARD FTSE DEVELOPED MARKETS ETF32.3K shares1.21%2026-06-302026-08-03

IVW ISHARES S&P 500 GROWTH ETF16.7K shares1.62%2026-06-302026-08-03

VBR VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF9.4K shares-0.79%2026-06-302026-08-03

CMI CUMMINS INC COM3.2K shares5.21%2026-06-302026-08-03

AON AON PLC SHS CL A6.6K shares-8.96%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC CL C5.1K shares9.40%2026-06-302026-08-03

Sponsored

IJK ISHARES S&P MID-CAP 400 GROWTH ETF18.6K shares-0.21%2026-06-302026-08-03

ARCB ARCBEST CORP COM15.2K shares0.03%2026-06-302026-08-03

BSV VANGUARD SHORT-TERM BOND ETF27.9K shares2.36%2026-06-302026-08-03

PJT PJT PARTNERS INC COM CL A14.3K shares-0.08%2026-06-302026-08-03

MO ALTRIA GROUP INC COM29.8K shares10.31%2026-06-302026-08-03

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF63.9K shares6.97%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC COM NEW5.3K shares-9.03%2026-06-302026-08-03

AME AMETEK INC COM8.7K shares2.55%2026-06-302026-08-03

Sponsored

MSI MOTOROLA SOLUTIONS INC COM NEW5.1K shares-6.58%2026-06-302026-08-03

SNA SNAP ON INC COM5.1K shares12.46%2026-06-302026-08-03

ANET ARISTA NETWORKS INC COM SHS12.2K shares5.22%2026-06-302026-08-03

BLK BLACKROCK INC COM2.1K shares-16.80%2026-06-302026-08-03

TGT TARGET CORP COM15.3K shares-10.61%2026-06-302026-08-03

IT GARTNER INC COM15.3K shares0.81%2026-06-302026-08-03

KVYO KLAVIYO INC COM SER A128.4K shares-0.40%2026-06-302026-08-03

AVT AVNET INC COM21.7K shares4.17%2026-06-302026-08-03

Sponsored

CHUBB LIMITED COM CHUBB LIMITED COM5.6K shares15.33%2026-06-302026-08-03

LOW LOWES COS INC COM8.6K shares-25.99%2026-06-302026-08-03

VLTO VERALTO CORP COM SHS21.1K shares-17.54%2026-06-302026-08-03

IUSG ISHARES CORE S&P U.S. GROWTH ETF9.7K shares6.61%2026-06-302026-08-03

FITB FIFTH THIRD BANCORP COM31.6K shares5.33%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC COM5.8K shares-13.93%2026-06-302026-08-03

IRM IRON MTN INC DEL COM13.2K shares8.04%2026-06-302026-08-03

EFIV STATE STREET SPDR S&P 500 ESG ETF22.8K shares12.90%2026-06-302026-08-03

Sponsored

NGVC NATURAL GROCERS BY VITAMIN COM53.7K shares0.17%2026-06-302026-08-03

FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF35.7K shares8.13%2026-06-302026-08-03

VWO VANGUARD FTSE EMERGING MARKETS ETF27.8K shares1.34%2026-06-302026-08-03

ORLY OREILLY AUTOMOTIVE INC COM17.5K shares5.44%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP COM5.1K shares2.04%2026-06-302026-08-03

3M Company 3M Company9.8K shares0.85%2026-06-302026-08-03

PGR PROGRESSIVE CORP COM7.3K shares0.68%2026-06-302026-08-03

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF29.3K shares-8.49%2026-06-302026-08-03

Sponsored

PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF50.7K shares0.00%2026-06-302026-08-03

GINN INNOVATE EQUITY ETF19.6K shares-13.27%2026-06-302026-08-03

SHLD GLOBAL X DEFENSE TECH ETF25.4K shares3.49%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC COM35.5K shares19.52%2026-06-302026-08-03

IR INGERSOLL RAND INC COM17.9K shares-0.95%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING INC COM6.4K shares2.26%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW COM NEW11.4K shares22.45%2026-06-302026-08-03

MEDTRONIC PLC SHS MEDTRONIC PLC SHS18.3K shares-5.57%2026-06-302026-08-03

Sponsored

IYE ISHARES U.S. ENERGY ETF25.3K shares-13.84%2026-06-302026-08-03

DVYE ISHARES EMERGING MARKETS DIVIDEND ETF43.8K shares-0.67%2026-06-302026-08-03

EBC EASTERN BANKSHARES INC COM63.5K shares0.04%2026-06-302026-08-03

VIRT VIRTU FINL INC CL A23.5K shares-14.43%2026-06-302026-08-03

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF11.8K shares-4.82%2026-06-302026-08-03

BRX BRIXMOR PPTY GROUP INC COM43.4K shares-17.28%2026-06-302026-08-03

ADOBE INC COM ADOBE INC COM6.7K shares-66.10%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC COM9.9K shares4.43%2026-06-302026-08-03

Sponsored

NUE NUCOR CORP COM6.0K shares6.96%2026-06-302026-08-03

MNST MONSTER BEVERAGE CORP NEW COM13.8K shares26.48%2026-06-302026-08-03

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF9.6K shares4.71%2026-06-302026-08-03

CARR CARRIER GLOBAL CORPORATION COM17.8K shares7.03%2026-06-302026-08-03

BA BOEING CO COM5.9K shares14.30%2026-06-302026-08-03

IWO ISHARES RUSSELL 2000 GROWTH ETF3.2K shares-25.04%2026-06-302026-08-03

DOV DOVER CORP COM5.6K shares5.26%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC COM4.6K shares4.48%2026-06-302026-08-03

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF18.3K shares18.76%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP COM6.2K shares-2.38%2026-06-302026-08-03

ROK ROCKWELL AUTOMATION INC COM2.5K shares41.63%2026-06-302026-08-03

QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND16.4K shares-5.33%2026-06-302026-08-03

ESGD ISHARES ESG AWARE MSCI EAFE ETF12.0K shares-1.64%2026-06-302026-08-03

TER TERADYNE INC COM2.5K shares-6.48%2026-06-302026-08-03

GWW WW GRAINGER INC COM891 shares18.48%2026-06-302026-08-03

HWM HOWMET AEROSPACE INC COM4.5K shares22.45%2026-06-302026-08-03

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM20.4K shares8.60%2026-06-302026-08-03

LEN LENNAR CORP CL A12.8K shares14.30%2026-06-302026-08-03

MTB M & T BK CORP COM4.9K shares27.93%2026-06-302026-08-03

DVY ISHARES SELECT DIVIDEND ETF7.3K shares10.19%2026-06-302026-08-03

CWEN CLEARWAY ENERGY INC CL C32.5K shares-1.73%2026-06-302026-08-03

FTNT FORTINET INC COM7.2K shares8.83%2026-06-302026-08-03

AMTM AMENTUM HOLDINGS INC COM53.0K shares-6.71%2026-06-302026-08-03

CORTEVA INC COM CORTEVA INC COM12.9K shares22.78%2026-06-302026-08-03

Sponsored

COP CONOCOPHILLIPS COM10.5K shares10.86%2026-06-302026-08-03

ABNB AIRBNB INC COM CL A7.4K shares14.54%2026-06-302026-08-03

MPC MARATHON PETE CORP COM4.1K shares21.17%2026-06-302026-08-03

STLD STEEL DYNAMICS INC COM4.6K shares3.33%2026-06-302026-08-03

LHX L3HARRIS TECHNOLOGIES INC COM3.6K shares7.64%2026-06-302026-08-03

WY WEYERHAEUSER CO COM NEW43.4K shares-18.37%2026-06-302026-08-03

CDNS CADENCE DESIGN SYSTEM INC COM2.8K shares9.82%2026-06-302026-08-03

DATADOG INC CL A COM DATADOG INC CL A COM4.0K shares19.21%2026-06-302026-08-03

Sponsored

ON SEMICONDUCTOR CORP COM ON SEMICONDUCTOR CORP COM10.9K shares10.15%2026-06-302026-08-03

BND VANGUARD TOTAL BOND MARKET ETF14.0K shares-3.11%2026-06-302026-08-03

BK BANK OF NY MELLON CORP COM7.1K shares23.98%2026-06-302026-08-03

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM4.6K shares-7.70%2026-06-302026-08-03

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS7.0K shares18.25%2026-06-302026-08-03

PEG PUBLIC SVC ENTERPRISE GROUP COM12.4K shares-10.26%2026-06-302026-08-03

UBER UBER TECHNOLOGIES INC COM13.9K shares-10.79%2026-06-302026-08-03

IWD ISHARES RUSSELL 1000 VALUE ETF4.1K shares2.07%2026-06-302026-08-03

Sponsored

BSX BOSTON SCIENTIFIC CORP COM23.3K shares12.48%2026-06-302026-08-03

ICE INTERCONTINENTAL EXCHANGE INC COM8.0K shares-27.70%2026-06-302026-08-03

MPWR MONOLITHIC PWR SYS INC COM710 shares6.77%2026-06-302026-08-03

ED CONSOLIDATED EDISON INC COM8.8K shares47.16%2026-06-302026-08-03

BN BROOKFIELD CORP CL A LTD VT SH22.8K shares0.46%2026-06-302026-08-03

PLD PROLOGIS INC. COM7.2K shares16.89%2026-06-302026-08-03

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM2.9K shares14.87%2026-06-302026-08-03

HXL HEXCEL CORP NEW COM9.6K shares-2.14%2026-06-302026-08-03

Sponsored

CM CANADIAN IMPERIAL BANK OF COMM COM8.3K shares3.86%2026-06-302026-08-03

ETR ENTERGY CORP NEW COM8.2K shares-0.53%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY A COM2.4K shares72.92%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT COM NEW7.6K shares27.53%2026-06-302026-08-03

10X GENOMICS INC CL A COM 10X GENOMICS INC CL A COM24.1K shares9.53%2026-06-302026-08-03

FFIV F5 INC COM2.2K shares45.75%2026-06-302026-08-03

PFF ISHARES PREFERRED & INCOME SECURITIES ETF30.2K shares-4.77%2026-06-302026-08-03

EBAY EBAY INC. COM8.2K shares36.59%2026-06-302026-08-03

Sponsored

HPE HEWLETT PACKARD ENTERPRISE CO COM20.1K shares11.78%2026-06-302026-08-03

ALL ALLSTATE CORP COM3.8K shares41.80%2026-06-302026-08-03

IDEXX LABS INC COM IDEXX LABS INC COM1.7K shares42.82%2026-06-302026-08-03

MET METLIFE INC COM10.4K shares34.17%2026-06-302026-08-03

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM6.6K shares72.73%2026-06-302026-08-03

OKE ONEOK INC NEW COM10.0K shares2.06%2026-06-302026-08-03

DAL DELTA AIR LINES INC COM NEW9.3K shares11.52%2026-06-302026-08-03

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF18.3K shares0.07%2026-06-302026-08-03

Sponsored

SWK STANLEY BLACK & DECKER INC COM9.2K shares7.31%2026-06-302026-08-03

RSP INVESCO S&P 500 EQUAL WEIGHT ETF4.1K shares-7.84%2026-06-302026-08-03

IEI ISHARES 3-7 YEAR TREASURY BOND ETF7.3K shares-1.06%2026-06-302026-08-03

MKL MARKEL GROUP INC COM438 shares-10.61%2026-06-302026-08-03

NOC NORTHROP GRUMMAN CORP COM1.7K shares-11.99%2026-06-302026-08-03

NVS NOVARTIS AG SPONSORED ADR5.4K shares10.96%2026-06-302026-08-03

FAST FASTENAL CO COM17.7K shares-9.97%2026-06-302026-08-03

MTZ MASTEC INC COM2.0K shares3.36%2026-06-302026-08-03

Sponsored

CI THE CIGNA GROUP COM3.0K shares22.18%2026-06-302026-08-03

TWLO TWILIO INC CL A4.0K shares16.06%2026-06-302026-08-03

YUM YUM BRANDS INC COM5.1K shares-0.58%2026-06-302026-08-03

CTAS CINTAS CORP COM4.7K shares30.72%2026-06-302026-08-03

PAAA PGIM AAA CLO ETF15.7K shares7.70%2026-06-302026-08-03

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A1.6K shares61.79%2026-06-302026-08-03

SOUTHERN CO COM SOUTHERN CO COM8.3K shares23.88%2026-06-302026-08-03

EQIX EQUINIX INC COM764 shares16.11%2026-06-302026-08-03

Sponsored

ROST ROSS STORES INC COM3.7K shares37.73%2026-06-302026-08-03

PAYC PAYCOM SOFTWARE INC COM6.3K shares38.11%2026-06-302026-08-03

DVN DEVON ENERGY CORP NEW COM19.0K shares110.33%2026-06-302026-08-03

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF7.1K shares13.19%2026-06-302026-08-03

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF13.1K shares11.38%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC COM3.1K shares24.96%2026-06-302026-08-03

CPRT COPART INC COM27.0K shares51.42%2026-06-302026-08-03

IAU ISHARES GOLD TRUST10.0K shares-0.58%2026-06-302026-08-03

Sponsored

EXC EXELON CORP COM16.2K shares29.95%2026-06-302026-08-03

Q QNITY ELECTRONICS INC COMMON STOCK4.6K shares-4.73%2026-06-302026-08-03

BALL BALL CORP COM11.9K shares15.57%2026-06-302026-08-03

CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A5.3K shares-81.45%2026-06-302026-08-03

GIS GENERAL MILLS INC COM21.2K shares196.49%2026-06-302026-08-03

FI FISERV INC COM14.9K shares-68.60%2026-06-302026-08-03

CNC CENTENE CORP DEL COM11.4K sharesnew addition2026-06-302026-08-03

NEM NEWMONT CORP COM7.8K shares-2.08%2026-06-302026-08-03

Sponsored

SRE SEMPRA COM7.8K shares-12.50%2026-06-302026-08-03

PAYX PAYCHEX INC COM7.3K shares72.01%2026-06-302026-08-03

EA ELECTRONIC ARTS INC COM3.5K shares-12.37%2026-06-302026-08-03

MCK MCKESSON CORP COM945 shares-8.87%2026-06-302026-08-03

IJJ ISHARES S&P MID-CAP 400 VALUE ETF4.8K shares16.20%2026-06-302026-08-03

AIG AMERICAN INTL GROUP INC COM NEW9.5K shares29.24%2026-06-302026-08-03

TROW PRICE T ROWE GROUP INC COM6.2K shares36.95%2026-06-302026-08-03

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B11.2K shares23.10%2026-06-302026-08-03

Sponsored

CMF ISHARES CALIFORNIA MUNI BOND ETF12.2K shares20.54%2026-06-302026-08-03

CW CURTISS WRIGHT CORP COM923 shares24.23%2026-06-302026-08-03

IYW ISHARES U.S. TECHNOLOGY ETF2.8K shares5.33%2026-06-302026-08-03

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS1.5K sharesnew addition2026-06-302026-08-03

NDAQ NASDAQ INC COM8.8K shares49.14%2026-06-302026-08-03

MCO MOODYS CORP COM1.5K shares11.48%2026-06-302026-08-03

SHY ISHARES 1-3 YEAR TREASURY BOND ETF8.4K shares-8.26%2026-06-302026-08-03

SHEL SHELL PLC SPON ADS8.8K shares23.24%2026-06-302026-08-03

Sponsored

CF CF INDUSTRIES HOLD COM6.2K shares15.03%2026-06-302026-08-03

ROKU ROKU INC COM CL A4.9K shares51.75%2026-06-302026-08-03

JBHT HUNT J B TRANS SVCS INC COM2.3K shares25.78%2026-06-302026-08-03

WELL WELLTOWER INC COM2.9K shares16.05%2026-06-302026-08-03

ST SENSATA TECHNOLOGIES HLDG PLC SHS13.9K shares19.15%2026-06-302026-08-03

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS14.7K shares20.09%2026-06-302026-08-03

ESS ESSEX PPTY TR INC COM2.3K shares59.18%2026-06-302026-08-03

DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK4.9K sharesnew addition2026-06-302026-08-03

Sponsored

SYF SYNCHRONY FINANCIAL COM8.7K shares45.15%2026-06-302026-08-03

VSAT VIASAT INC COM7.3K shares10.39%2026-06-302026-08-03

WSM WILLIAMS SONOMA INC COM2.8K shares12.41%2026-06-302026-08-03

UAL UNITED AIRLS HLDGS INC COM4.8K shares9.20%2026-06-302026-08-03

JBL JABIL INC COM1.7K shares-0.41%2026-06-302026-08-03

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF7.7K shares60.15%2026-06-302026-08-03

WST WEST PHARMACEUTICAL SVSC INC COM1.8K shares103.58%2026-06-302026-08-03

VRT VERTIV HOLDINGS CO COM CL A2.0K shares71.44%2026-06-302026-08-03

Sponsored

UMC UNITED MICROELECTRONICS CORP SPON ADR NEW24.0K shares13.35%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC CL B6.0K shares23.97%2026-06-302026-08-03

PSA PUBLIC STORAGE COM2.0K shares104.85%2026-06-302026-08-03

WAT WATERS CORP COM1.7K shares24.73%2026-06-302026-08-03

ZOETIS INC CL A ZOETIS INC CL A8.9K shares-91.09%2026-06-302026-08-03

SNPS SYNOPSYS INC COM1.4K shares1.57%2026-06-302026-08-03

PHO INVESCO WATER RESOURCES ETF9.2K shares-5.69%2026-06-302026-08-03

MTCH MATCH GROUP INC NEW COM16.6K shares72.71%2026-06-302026-08-03

Sponsored

RHI ROBERT HALF INC. COM20.5K shares53.62%2026-06-302026-08-03

AFL AFLAC INC COM5.4K shares15.30%2026-06-302026-08-03

RAL RALLIANT CORP COM8.5K shares-21.67%2026-06-302026-08-03

GM GENERAL MTRS CO COM8.1K shares14.15%2026-06-302026-08-03

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF6.9K shares75.09%2026-06-302026-08-03

CEG CONSTELLATION ENERGY CORP COM2.5K shares2.30%2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW CL A1.7K shares18.92%2026-06-302026-08-03

ADSK AUTODESK INC COM3.2K shares-7.72%2026-06-302026-08-03

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CASY CASEYS GEN STORES INC COM777 shares5.00%2026-06-302026-08-03

MUNY VANGUARD NEW YORK TAX-EXEMPT BOND ETF5.9K shares-14.25%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS INC COM2.1K shares10.82%2026-06-302026-08-03

CNI CANADIAN NATL RY CO COM5.1K shares2.24%2026-06-302026-08-03

HIG HARTFORD INSURANCE GROUP INC COM4.6K shares-1.46%2026-06-302026-08-03

CAG CONAGRA BRANDS INC COM45.2K shares154.41%2026-06-302026-08-03

EME EMCOR GROUP INC COM727 shares6.13%2026-06-302026-08-03

THG HANOVER INS GROUP INC COM2.8K shares19.57%2026-06-302026-08-03

Sponsored

DLTR DOLLAR TREE INC COM5.0K shares105.59%2026-06-302026-08-03

FDX FEDEX CORP COM1.9K shares5.23%2026-06-302026-08-03

TMUS T-MOBILE US INC COM3.6K shares25.13%2026-06-302026-08-03

LNG CHENIERE ENERGY INC COM NEW2.5K shares-21.41%2026-06-302026-08-03

LABCORP HOLDINGS INC COM SHS LABCORP HOLDINGS INC COM SHS2.1K shares-8.52%2026-06-302026-08-03

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM687 shares25.14%2026-06-302026-08-03

MAS MASCO CORP COM7.2K shares51.09%2026-06-302026-08-03

BIIB BIOGEN INC COM2.7K shares9.83%2026-06-302026-08-03

Sponsored

MSCI MSCI INC COM1.1K shares7.14%2026-06-302026-08-03

SPG SIMON PPTY GROUP INC NEW COM2.6K shares33.18%2026-06-302026-08-03

MKS INC. COM MKS INC. COM1.3K shares-2.51%2026-06-302026-08-03

MIDD MIDDLEBY CORP COM3.4K shares56.28%2026-06-302026-08-03

RJF RAYMOND JAMES FINL INC COM3.8K shares-1.53%2026-06-302026-08-03

BOH BANK HAWAII CORP COM7.1K shares20.78%2026-06-302026-08-03

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.4K sharesnew addition2026-06-302026-08-03

SCHF SCHWAB INTERNATIONAL EQUITY ETF20.6K shares-1.82%2026-06-302026-08-03

Sponsored

EGP EASTGROUP PPTYS INC COM2.8K shares25.19%2026-06-302026-08-03

CMS CMS ENERGY CORP COM7.4K shares30.06%2026-06-302026-08-03

RL RALPH LAUREN CORP CL A1.4K shares7.70%2026-06-302026-08-03

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM2.3K shares54.44%2026-06-302026-08-03

KHC KRAFT HEINZ CO COM23.8K shares94.48%2026-06-302026-08-03

SLB SLB LIMITED COM STK12.1K shares-5.02%2026-06-302026-08-03

DSI ISHARES ESG MSCI KLD 400 ETF3.9K shares0.00%2026-06-302026-08-03

JHG JANUS HENDERSON GROUP PLC ORD SHS10.7K shares20.75%2026-06-302026-08-03

Sponsored

NBIS NEBIUS GROUP N.V. SHS CLASS A2.0K shares-19.72%2026-06-302026-08-03

APA CORPORATION COM APA CORPORATION COM17.0K shares22.68%2026-06-302026-08-03

VFH VANGUARD FINANCIALS ETF4.2K shares0.92%2026-06-302026-08-03

TKR TIMKEN CO COM3.8K shares28.09%2026-06-302026-08-03

ES EVERSOURCE ENERGY COM7.6K shares13.54%2026-06-302026-08-03

ZION ZIONS BANCORPORATION NATL ASSN COM7.9K shares42.54%2026-06-302026-08-03

XYZ BLOCK INC CL A7.2K shares39.66%2026-06-302026-08-03

EXPE EXPEDIA GROUP INC COM NEW2.1K shares26.75%2026-06-302026-08-03

Sponsored

HUM HUMANA INC COM1.4K sharesnew addition2026-06-302026-08-03

HEI.A HEICO CORP NEW CL A2.1K shares14.72%2026-06-302026-08-03

ATI INC COM ATI INC COM2.7K shares-52.03%2026-06-302026-08-03

SPB SPECTRUM BRANDS HLDGS INC NEW COM6.3K shares19.26%2026-06-302026-08-03

LAMR LAMAR ADVERTISING CO CL A3.4K shares35.40%2026-06-302026-08-03

HOOD ROBINHOOD MKTS INC COM CL A5.3K shares71.73%2026-06-302026-08-03

EPR EPR PPTYS COM SH BEN INT9.2K shares63.52%2026-06-302026-08-03

WAB WABTEC COM2.0K shares1.29%2026-06-302026-08-03

Sponsored

NTRS NORTHERN TR CORP COM3.0K shares9.37%2026-06-302026-08-03

PCG PG&E CORP COM31.2K shares25.16%2026-06-302026-08-03

RY ROYAL BK CDA COM2.5K shares31.72%2026-06-302026-08-03

HSBC HSBC HLDGS PLC SPON ADR NEW5.5K shares25.03%2026-06-302026-08-03

KKR KKR & CO INC COM5.6K shares9.86%2026-06-302026-08-03

WWD WOODWARD INC COM1.2K shares81.65%2026-06-302026-08-03

PHM PULTE GROUP INC COM3.7K shares-37.13%2026-06-302026-08-03

DGX QUEST DIAGNOSTICS INC COM2.4K shares12.75%2026-06-302026-08-03

Sponsored

KRC KILROY REALTY CORP COM13.5K sharesnew addition2026-06-302026-08-03

THC TENET HEALTHCARE CORP COM NEW2.7K shares-11.55%2026-06-302026-08-03

FBTC FIDELITY WISE ORIGIN BITCOIN FUND9.9K shares5.33%2026-06-302026-08-03

NWSA NEWS CORP NEW CL A20.3K shares81.31%2026-06-302026-08-03

ODFL OLD DOMINION FREIGHT LINE INC COM2.3K shares-20.17%2026-06-302026-08-03

GRMN GARMIN LTD SHS2.1K shares-8.12%2026-06-302026-08-03

KB KB FINL GROUP INC SPONSORED ADR4.8K shares71.04%2026-06-302026-08-03

CPB THE CAMPBELLS COMPANY COM22.2K sharesnew addition2026-06-302026-08-03

Sponsored

AWK AMERICAN WTR WKS CO INC NEW COM3.8K shares-28.60%2026-06-302026-08-03

VRSN VERISIGN INC COM2.0K shares48.33%2026-06-302026-08-03

PPG PPG INDS INC COM4.1K shares103.20%2026-06-302026-08-03

TDY TELEDYNE TECHNOLOGIES INC COM737 shares7.43%2026-06-302026-08-03

NNN NNN REIT INC COM10.5K shares53.50%2026-06-302026-08-03

L LOEWS CORP COM4.3K shares31.12%2026-06-302026-08-03

RNG RINGCENTRAL INC CL A12.5K shares13.69%2026-06-302026-08-03

NDSN NORDSON CORP COM1.6K shares93.64%2026-06-302026-08-03

Sponsored

IBN ICICI BANK LIMITED ADR16.7K shares51.74%2026-06-302026-08-03

DTE DTE ENERGY CO COM3.2K shares30.11%2026-06-302026-08-03

CGNX COGNEX CORP COM6.7K shares29.53%2026-06-302026-08-03

CSX CSX CORP COM10.2K shares12.70%2026-06-302026-08-03

AAPL

APPLE INC COM

-1.66%

Shares1.4M

Event2026-06-30

Filed2026-08-03

ISHARES CORE S&P 500 ETF

9.17%

Shares475.3K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC CAP STK CL A

-3.57%

Shares702.0K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION COM

-0.09%

Shares1.0M

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP COM

2.15%

Shares547.5K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC COM

-5.37%

Shares783.9K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC COM

-15.69%

Shares240.3K

Event2026-06-30

Filed2026-08-03

VSLU

APPLIED FINANCE VALUATION LARGE CAP ETF

5.74%

Shares3.0M

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC CAP STK CL C

1.88%

Shares351.9K

Event2026-06-30

Filed2026-08-03

ISHARES CORE U.S. AGGREGATE BOND ETF

5.97%

Shares1.2M

Event2026-06-30

Filed2026-08-03

BROADCOM INC COM

1.00%

Shares314.4K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP COM NEW

-3.63%

Shares267.7K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP COM NEW

791.58%

Shares364.1K

Event2026-06-30

Filed2026-08-03

VISA INC COM CL A

-1.47%

Shares319.6K

Event2026-06-30

Filed2026-08-03

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.92%

Shares1.7M

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO COM

3.00%

Shares274.9K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-13.25%

Shares170.2K

Event2026-06-30

Filed2026-08-03

QLTY

GMO US QUALITY ETF

11.41%

Shares2.0M

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES U.S. TREASURY BOND ETF

2.03%

Shares3.5M

Event2026-06-30

Filed2026-08-03

JMEE

JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF

2.02%

Shares1.0M

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP CL A

-1.90%

Shares416.0K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC COM

-0.56%

Shares99.6K

Event2026-06-30

Filed2026-08-03

HLT

HILTON WORLDWIDE HLDGS INC COM

-6.36%

Shares212.7K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC CL A

-8.63%

Shares124.0K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON COM

5.18%

Shares268.7K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

41.63%

Shares658.8K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES NATIONAL MUNI BOND ETF

8.91%

Shares616.9K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION COM

-4.43%

Shares70.8K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW COM

-2.44%

Shares436.8K

Event2026-06-30

Filed2026-08-03

ISHARES CORE MSCI EAFE ETF

1.03%

Shares603.7K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC COM

-3.33%

Shares165.1K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC COM

-1.45%

Shares492.9K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO COM

25.38%

Shares44.3K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC COM

1560.90%

Shares286.4K

Event2026-06-30

Filed2026-08-03

STATE STREET SPDR S&P 500 ETF

9.54%

Shares67.4K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD S&P 500 ETF

1.47%

Shares70.9K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC COM

-0.68%

Shares252.7K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP COM

-1.31%

Shares817.3K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL COM

-17.89%

Shares235.3K

Event2026-06-30

Filed2026-08-03

XYL

XYLEM INC COM

-9.97%

Shares364.6K

Event2026-06-30

Filed2026-08-03

ASTRAZENECA PLC ORD

-3.67%

Shares224.3K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED CL A

15.73%

Shares82.6K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-8.64%

Shares396.6K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN INC DEL COM

0.18%

Shares1.3M

Event2026-06-30

Filed2026-08-03

IJH

ISHARES CORE S&P MID-CAP ETF

3.65%

Shares526.9K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

-3.64%

Shares53

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC COM

-1.16%

Shares34.9K

Event2026-06-30

Filed2026-08-03

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

11.35%

Shares721.5K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC COM

-10.85%

Shares123.5K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TRUST SERIES I

13.10%

Shares49.7K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC COM

-23.08%

Shares71.8K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-2.92%

Shares694.2K

Event2026-06-30

Filed2026-08-03

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

2.18%

Shares302.5K

Event2026-06-30

Filed2026-08-03

ABBVIE INC COM

2.39%

Shares123.0K

Event2026-06-30

Filed2026-08-03

MTD

METTLER TOLEDO INTERNATIONAL COM

-0.65%

Shares23.8K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP COM NEW

-1.64%

Shares475.9K

Event2026-06-30

Filed2026-08-03

NXP SEMICONDUCTORS N V COM

0.39%

Shares96.9K

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

8.02%

Shares302.4K

Event2026-06-30

Filed2026-08-03

ORACLE CORP COM

-3.10%

Shares182.5K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC COM

-3.73%

Shares193.9K

Event2026-06-30

Filed2026-08-03

EOG

EOG RES INC COM

1.44%

Shares201.9K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC COM

New

Shares114.6K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC COM

New

Shares114.4K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC COM

-3.24%

Shares23.3K

Event2026-06-30

Filed2026-08-03

MFC

MANULIFE FINL CORP COM

-0.13%

Shares579.5K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC COM

-4.77%

Shares68.1K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC COM

-0.55%

Shares196.2K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC COM

175.54%

Shares19.9K

Event2026-06-30

Filed2026-08-03

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares168.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO COM

-3.12%

Shares156.2K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

46.18%

Shares276.3K

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC COM

-14.98%

Shares56.1K

Event2026-06-30

Filed2026-08-03

ITOT

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

-2.03%

Shares138.8K

Event2026-06-30

Filed2026-08-03

VANGUARD MORNINGSTAR MID-CAP ETF

297.60%

Shares255.2K

Event2026-06-30

Filed2026-08-03

TDG

TRANSDIGM GROUP INC COM

701.50%

Shares14.5K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES RUSSELL 3000 ETF

-2.84%

Shares41.3K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC COM

5.75%

Shares17.3K

Event2026-06-30

Filed2026-08-03

SEIC

SEI INVTS CO COM

0.45%

Shares197.1K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC COM

31.84%

Shares183.9K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC COM

0.57%

Shares214.4K

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC COM

-3.51%

Shares93.3K

Event2026-06-30

Filed2026-08-03

EDWARDS LIFESCIENCES CORP COM

0.22%

Shares170.5K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC COM

65.58%

Shares26.0K

Event2026-06-30

Filed2026-08-03

CME

CME GROUP INC COM

-55.92%

Shares67.6K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC COM

-0.86%

Shares114.2K

Event2026-06-30

Filed2026-08-03

VANGUARD MORNINGSTAR SMALL-CAP ETF

-0.14%

Shares48.4K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES CORE S&P SMALL CAP ETF

-5.31%

Shares97.5K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC COM

-2.44%

Shares36.4K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC COM

38.29%

Shares33.1K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC COM

-33.97%

Shares86.3K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION COM

-1.16%

Shares81.5K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC COM

27.01%

Shares11.5K

Event2026-06-30

Filed2026-08-03

STIFEL FINL CORP COM

-0.80%

Shares192.0K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC SHS

-1.81%

Shares26.1K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES MSCI EAFE ETF

-1.76%

Shares116.5K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION COM

-11.68%

Shares38.2K

Event2026-06-30

Filed2026-08-03

OLED

UNIVERSAL DISPLAY CORP COM

-8.88%

Shares134.6K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-0.23%

Shares49.2K

Event2026-06-30

Filed2026-08-03

COCA COLA CO COM

-2.25%

Shares142.9K

Event2026-06-30

Filed2026-08-03

IUSV

ISHARES CORE S&P US VALUE ETF

0.05%

Shares104.9K

Event2026-06-30

Filed2026-08-03

FLOT

ISHARES FLOATING RATE BOND ETF

3.65%

Shares216.7K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC COM

-14.10%

Shares109.4K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC COM

31.25%

Shares95.0K

Event2026-06-30

Filed2026-08-03

STAG

STAG INDUSTRIAL INC COM

-3.99%

Shares280.9K

Event2026-06-30

Filed2026-08-03

FIX

COMFORT SYS USA INC COM

106.42%

Shares5.4K

Event2026-06-30

Filed2026-08-03

BLV

VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND

32.29%

Shares153.6K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP COM

-14.10%

Shares114.6K

Event2026-06-30

Filed2026-08-03

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

8.02%

Shares217.2K

Event2026-06-30

Filed2026-08-03

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-8.01%

Shares118.2K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP COM

11.45%

Shares39.8K

Event2026-06-30

Filed2026-08-03

JACOBS SOLUTIONS INC COM

-2.90%

Shares81.9K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC COM

-2.63%

Shares38.9K

Event2026-06-30

Filed2026-08-03

CHD

CHURCH & DWIGHT CO INC COM

-3.82%

Shares101.6K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS COM

1.34%

Shares34.5K

Event2026-06-30

Filed2026-08-03

JPEF

JPMORGAN EQUITY FOCUS ETF

20.56%

Shares119.4K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION COM

2.33%

Shares48.8K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP COM

84.95%

Shares65.3K

Event2026-06-30

Filed2026-08-03

KEYS

KEYSIGHT TECHNOLOGIES INC COM

-0.02%

Shares24.5K

Event2026-06-30

Filed2026-08-03

LAZ

LAZARD INC COM

1.56%

Shares202.3K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.11%

Shares158.1K

Event2026-06-30

Filed2026-08-03

AKAMAI TECHNOLOGIES INC COM

-0.09%

Shares69.6K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO COM

-67.01%

Shares23.8K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP COM

-7.08%

Shares29.4K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES COM

-5.39%

Shares85.6K

Event2026-06-30

Filed2026-08-03

ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN

-1.67%

Shares214.6K

Event2026-06-30

Filed2026-08-03

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

-1.46%

Shares294.4K

Event2026-06-30

Filed2026-08-03

ARES CAPITAL CORP COM

4.31%

Shares396.9K

Event2026-06-30

Filed2026-08-03

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

0.70%

Shares19.5K

Event2026-06-30

Filed2026-08-03

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

-5.17%

Shares154.6K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP COM

6.14%

Shares25.8K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC SHS

4.79%

Shares16.1K

Event2026-06-30

Filed2026-08-03

ROBO

ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF

-0.17%

Shares79.7K

Event2026-06-30

Filed2026-08-03

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-0.69%

Shares82.1K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO COM

0.44%

Shares47.4K

Event2026-06-30

Filed2026-08-03

INDB

INDEPENDENT BK CORP MASS COM

-0.10%

Shares80.5K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP COM

31.16%

Shares6.6K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC COM

93.00%

Shares26.4K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES RUSSELL 1000 GROWTH ETF

302.86%

Shares49.8K

Event2026-06-30

Filed2026-08-03

HBAN

HUNTINGTON BANCSHARES INC COM

-1.34%

Shares335.9K

Event2026-06-30

Filed2026-08-03

TPR

TAPESTRY INC COM

1567.47%

Shares40.3K

Event2026-06-30

Filed2026-08-03

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

10.10%

Shares64.4K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE COM NEW

-1.36%

Shares15.6K

Event2026-06-30

Filed2026-08-03

CBRE

CBRE GROUP INC CL A

63.36%

Shares42.7K

Event2026-06-30

Filed2026-08-03

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

1.66%

Shares60.0K

Event2026-06-30

Filed2026-08-03

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-8.85%

Shares28.8K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

23.83%

Shares11.3K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF

4.58%

Shares14.8K

Event2026-06-30

Filed2026-08-03

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

-1.31%

Shares141.9K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC CL A SUB VTG SHS

-3.39%

Shares46.9K

Event2026-06-30

Filed2026-08-03

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-3.91%

Shares7.4K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES RUSSELL 1000 ETF

10.95%

Shares12.7K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB U.S. BROAD MARKET ETF

-7.06%

Shares179.0K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC COM

-2.42%

Shares14.2K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES RUSSELL 2000 ETF

-1.18%

Shares16.9K

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP NEW CL A

-4.47%

Shares205.9K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC COM

2.12%

Shares25.7K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO COM

0.04%

Shares55.2K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO COM

10.95%

Shares47.2K

Event2026-06-30

Filed2026-08-03

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

2.28%

Shares25.4K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO COM

0.42%

Shares13.3K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT COM

-56.88%

Shares17.1K

Event2026-06-30

Filed2026-08-03

ILCB

ISHARES MORNINGSTAR U.S. EQUITY ETF

-0.70%

Shares42.0K

Event2026-06-30

Filed2026-08-03

ENTG

ENTEGRIS INC COM

0.42%

Shares24.2K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO COM

8.87%

Shares45.5K

Event2026-06-30

Filed2026-08-03

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-4.96%

Shares77.3K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC CL A

18.35%

Shares5.3K

Event2026-06-30

Filed2026-08-03

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-1.25%

Shares42.1K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

5.62%

Shares18.3K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP COM

-8.62%

Shares39.1K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY COM NEW

1.66%

Shares18.9K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC COM

-14.29%

Shares14.1K

Event2026-06-30

Filed2026-08-03

PSP

INVESCO GLOBAL LISTED PRIVATE EQUITY ETF

0.00%

Shares70.0K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD MORNINGSTAR GROWTH ETF

524.83%

Shares43.6K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC CL A

-5.02%

Shares64.1K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD MORNINGSTAR MID-CAP GROWTH ETF

7.58%

Shares12.1K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD MORNINGSTAR VALUE ETF

-0.18%

Shares16.6K

Event2026-06-30

Filed2026-08-03

VRTX

VERTEX PHARMACEUTICALS INC COM

-7.37%

Shares7.2K

Event2026-06-30

Filed2026-08-03

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-1.23%

Shares52.3K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO NASDAQ 100 ETF

341.20%

Shares11.6K

Event2026-06-30

Filed2026-08-03

STT

STATE STR CORP COM

-3.27%

Shares20.7K

Event2026-06-30

Filed2026-08-03

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

-4.71%

Shares18.7K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

699.92%

Shares29.0K

Event2026-06-30

Filed2026-08-03

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

-0.55%

Shares61.7K

Event2026-06-30

Filed2026-08-03

ROP

ROPER TECHNOLOGIES INC COM

-41.17%

Shares10.2K

Event2026-06-30

Filed2026-08-03

WASH

WASHINGTON TR BANCORP INC COM

0.00%

Shares94.2K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC COM

49.33%

Shares8.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC. COM

-6.41%

Shares47.3K

Event2026-06-30

Filed2026-08-03

III

INFORMATION SVCS GROUP INC COM

0.00%

Shares819.1K

Event2026-06-30

Filed2026-08-03

RARE

ULTRAGENYX PHARMACEUTICAL INC COM

0.19%

Shares100.3K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC COM

-5.17%

Shares137.8K

Event2026-06-30

Filed2026-08-03

MKC

MCCORMICK & CO INC COM NON VTG

-55.75%

Shares65.0K

Event2026-06-30

Filed2026-08-03

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-0.33%

Shares63.6K

Event2026-06-30

Filed2026-08-03

SHM

SPDR NUVEEN BLMBG ST MUNBD ETF

-4.81%

Shares66.6K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES S&P 500 VALUE ETF

2.38%

Shares14.0K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

4.03%

Shares9.1K

Event2026-06-30

Filed2026-08-03

FTV

FORTIVE CORP COM

-9.53%

Shares50.7K

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP COM

2.61%

Shares27.9K

Event2026-06-30

Filed2026-08-03

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

-0.40%

Shares19.8K

Event2026-06-30

Filed2026-08-03

SNDK

SANDISK CORP COM

14.29%

Shares1.3K

Event2026-06-30

Filed2026-08-03

AT&T INC COM

2.86%

Shares141.6K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC COM NEW

9.54%

Shares20.0K

Event2026-06-30

Filed2026-08-03

ACWX

ISHARES MSCI ACWI EX U.S. ETF

30.07%

Shares36.7K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND SHS CLASS A

-77.97%

Shares22.3K

Event2026-06-30

Filed2026-08-03

SMTH

ALPS/SMITH CORE PLUS BOND ETF

17.41%

Shares107.0K

Event2026-06-30

Filed2026-08-03

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-5.63%

Shares17.1K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC CL A

-1.45%

Shares23.1K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

96.89%

Shares2.8K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP COM

-10.82%

Shares16.4K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP COM

-3.20%

Shares5.2K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

DEERE & CO COM

3.04%

Shares4.2K

Event2026-06-30

Filed2026-08-03

IAT

ISHARES U.S. REGIONAL BANKS ETF

-6.52%

Shares42.4K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC COM

4.72%

Shares20.8K

Event2026-06-30

Filed2026-08-03

TTD

THE TRADE DESK INC COM CL A

-16.11%

Shares144.7K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES BIOTECHNOLOGY ETF

-0.97%

Shares13.8K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC SHS

12.95%

Shares5.0K

Event2026-06-30

Filed2026-08-03

DLR

DIGITAL RLTY TR INC COM

1.54%

Shares14.0K

Event2026-06-30

Filed2026-08-03

SPHQ

INVESCO S&P 500 QUALITY ETF

-2.81%

Shares27.4K

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP COM

-64.56%

Shares3.9K

Event2026-06-30

Filed2026-08-03

NUTANIX INC CL A

-2.45%

Shares48.1K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV N Y REGISTRY SHS

12.79%

Shares1.2K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP COM

4.32%

Shares23.1K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP COM

18.31%

Shares6.7K

Event2026-06-30

Filed2026-08-03

IQV

IQVIA HLDGS INC COM

-84.82%

Shares12.1K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD SHARES

-5.93%

Shares6.3K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

1.21%

Shares32.3K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES S&P 500 GROWTH ETF

1.62%

Shares16.7K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF

-0.79%

Shares9.4K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC COM

5.21%

Shares3.2K

Event2026-06-30

Filed2026-08-03

AON

AON PLC SHS CL A

-8.96%

Shares6.6K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC CL C

9.40%

Shares5.1K

Event2026-06-30

Filed2026-08-03

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-0.21%

Shares18.6K

Event2026-06-30

Filed2026-08-03

ARCB

ARCBEST CORP COM

0.03%

Shares15.2K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD SHORT-TERM BOND ETF

2.36%

Shares27.9K

Event2026-06-30

Filed2026-08-03

PJT

PJT PARTNERS INC COM CL A

-0.08%

Shares14.3K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC COM

10.31%

Shares29.8K

Event2026-06-30

Filed2026-08-03

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

6.97%

Shares63.9K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC COM NEW

-9.03%

Shares5.3K

Event2026-06-30

Filed2026-08-03

AME

AMETEK INC COM

2.55%

Shares8.7K

Event2026-06-30

Filed2026-08-03

MSI

MOTOROLA SOLUTIONS INC COM NEW

-6.58%

Shares5.1K

Event2026-06-30

Filed2026-08-03

SNA

SNAP ON INC COM

12.46%

Shares5.1K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC COM SHS

5.22%

Shares12.2K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC COM

-16.80%

Shares2.1K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP COM

-10.61%

Shares15.3K

Event2026-06-30

Filed2026-08-03

GARTNER INC COM

0.81%

Shares15.3K

Event2026-06-30

Filed2026-08-03

KVYO

KLAVIYO INC COM SER A

-0.40%

Shares128.4K

Event2026-06-30

Filed2026-08-03

AVT

AVNET INC COM

4.17%

Shares21.7K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED COM

15.33%

Shares5.6K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC COM

-25.99%

Shares8.6K

Event2026-06-30

Filed2026-08-03

VLTO

VERALTO CORP COM SHS

-17.54%

Shares21.1K

Event2026-06-30

Filed2026-08-03

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

6.61%

Shares9.7K

Event2026-06-30

Filed2026-08-03

FITB

FIFTH THIRD BANCORP COM

5.33%

Shares31.6K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC COM

-13.93%

Shares5.8K

Event2026-06-30

Filed2026-08-03

IRM

IRON MTN INC DEL COM

8.04%

Shares13.2K

Event2026-06-30

Filed2026-08-03

EFIV

STATE STREET SPDR S&P 500 ESG ETF

12.90%

Shares22.8K

Event2026-06-30

Filed2026-08-03

NGVC

NATURAL GROCERS BY VITAMIN COM

0.17%

Shares53.7K

Event2026-06-30

Filed2026-08-03

FLRT

PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF

8.13%

Shares35.7K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD FTSE EMERGING MARKETS ETF

1.34%

Shares27.8K

Event2026-06-30

Filed2026-08-03

ORLY

OREILLY AUTOMOTIVE INC COM

5.44%

Shares17.5K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP COM

2.04%

Shares5.1K

Event2026-06-30

Filed2026-08-03

3M Company

0.85%

Shares9.8K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP COM

0.68%

Shares7.3K

Event2026-06-30

Filed2026-08-03

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-8.49%

Shares29.3K

Event2026-06-30

Filed2026-08-03

PSK

STATE STREET SPDR ICE PREFERRED SECURITIES ETF

0.00%

Shares50.7K

Event2026-06-30

Filed2026-08-03

GINN

INNOVATE EQUITY ETF

-13.27%

Shares19.6K

Event2026-06-30

Filed2026-08-03

SHLD

GLOBAL X DEFENSE TECH ETF

3.49%

Shares25.4K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC COM

19.52%

Shares35.5K

Event2026-06-30

Filed2026-08-03

INGERSOLL RAND INC COM

-0.95%

Shares17.9K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING INC COM

2.26%

Shares6.4K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW COM NEW

22.45%

Shares11.4K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC SHS

-5.57%

Shares18.3K

Event2026-06-30

Filed2026-08-03

IYE

ISHARES U.S. ENERGY ETF

-13.84%

Shares25.3K

Event2026-06-30

Filed2026-08-03

DVYE

ISHARES EMERGING MARKETS DIVIDEND ETF

-0.67%

Shares43.8K

Event2026-06-30

Filed2026-08-03

EBC

EASTERN BANKSHARES INC COM

0.04%

Shares63.5K

Event2026-06-30

Filed2026-08-03

VIRT

VIRTU FINL INC CL A

-14.43%

Shares23.5K

Event2026-06-30

Filed2026-08-03

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-4.82%

Shares11.8K

Event2026-06-30

Filed2026-08-03

BRX

BRIXMOR PPTY GROUP INC COM

-17.28%

Shares43.4K

Event2026-06-30

Filed2026-08-03

ADOBE INC COM

-66.10%

Shares6.7K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC COM

4.43%

Shares9.9K

Event2026-06-30

Filed2026-08-03

NUE

NUCOR CORP COM

6.96%

Shares6.0K

Event2026-06-30

Filed2026-08-03

MNST

MONSTER BEVERAGE CORP NEW COM

26.48%

Shares13.8K

Event2026-06-30

Filed2026-08-03

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

4.71%

Shares9.6K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION COM

7.03%

Shares17.8K

Event2026-06-30

Filed2026-08-03

BOEING CO COM

14.30%

Shares5.9K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-25.04%

Shares3.2K

Event2026-06-30

Filed2026-08-03

DOV

DOVER CORP COM

5.26%

Shares5.6K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC COM

4.48%

Shares4.6K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES MSCI EMERGING MARKETS ETF

18.76%

Shares18.3K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP COM

-2.38%

Shares6.2K

Event2026-06-30

Filed2026-08-03

ROK

ROCKWELL AUTOMATION INC COM

41.63%

Shares2.5K

Event2026-06-30

Filed2026-08-03

QLV

FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND

-5.33%

Shares16.4K

Event2026-06-30

Filed2026-08-03

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-1.64%

Shares12.0K

Event2026-06-30

Filed2026-08-03

TER

TERADYNE INC COM

-6.48%

Shares2.5K

Event2026-06-30

Filed2026-08-03

GWW

WW GRAINGER INC COM

18.48%

Shares891

Event2026-06-30

Filed2026-08-03

HWM

HOWMET AEROSPACE INC COM

22.45%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO COM

8.60%

Shares20.4K

Event2026-06-30

Filed2026-08-03

LEN

LENNAR CORP CL A

14.30%

Shares12.8K

Event2026-06-30

Filed2026-08-03

MTB

M & T BK CORP COM

27.93%

Shares4.9K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES SELECT DIVIDEND ETF

10.19%

Shares7.3K

Event2026-06-30

Filed2026-08-03

CWEN

CLEARWAY ENERGY INC CL C

-1.73%

Shares32.5K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC COM

8.83%

Shares7.2K

Event2026-06-30

Filed2026-08-03

AMTM

AMENTUM HOLDINGS INC COM

-6.71%

Shares53.0K

Event2026-06-30

Filed2026-08-03

CORTEVA INC COM

22.78%

Shares12.9K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS COM

10.86%

Shares10.5K

Event2026-06-30

Filed2026-08-03

ABNB

AIRBNB INC COM CL A

14.54%

Shares7.4K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP COM

21.17%

Shares4.1K

Event2026-06-30

Filed2026-08-03

STLD

STEEL DYNAMICS INC COM

3.33%

Shares4.6K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC COM

7.64%

Shares3.6K

Event2026-06-30

Filed2026-08-03

WEYERHAEUSER CO COM NEW

-18.37%

Shares43.4K

Event2026-06-30

Filed2026-08-03

CDNS

CADENCE DESIGN SYSTEM INC COM

9.82%

Shares2.8K

Event2026-06-30

Filed2026-08-03

DATADOG INC CL A COM

19.21%

Shares4.0K

Event2026-06-30

Filed2026-08-03

ON SEMICONDUCTOR CORP COM

10.15%

Shares10.9K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD TOTAL BOND MARKET ETF

-3.11%

Shares14.0K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP COM

23.98%

Shares7.1K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL COM

-7.70%

Shares4.6K

Event2026-06-30

Filed2026-08-03

JOHNSON CTLS INTL PLC SHS

18.25%

Shares7.0K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP COM

-10.26%

Shares12.4K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC COM

-10.79%

Shares13.9K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES RUSSELL 1000 VALUE ETF

2.07%

Shares4.1K

Event2026-06-30

Filed2026-08-03

BSX

BOSTON SCIENTIFIC CORP COM

12.48%

Shares23.3K

Event2026-06-30

Filed2026-08-03

ICE

INTERCONTINENTAL EXCHANGE INC COM

-27.70%

Shares8.0K

Event2026-06-30

Filed2026-08-03

MPWR

MONOLITHIC PWR SYS INC COM

6.77%

Shares710

Event2026-06-30

Filed2026-08-03

CONSOLIDATED EDISON INC COM

47.16%

Shares8.8K

Event2026-06-30

Filed2026-08-03

BROOKFIELD CORP CL A LTD VT SH

0.46%

Shares22.8K

Event2026-06-30

Filed2026-08-03

PLD

PROLOGIS INC. COM

16.89%

Shares7.2K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC COM

14.87%

Shares2.9K

Event2026-06-30

Filed2026-08-03

HXL

HEXCEL CORP NEW COM

-2.14%

Shares9.6K

Event2026-06-30

Filed2026-08-03

CANADIAN IMPERIAL BANK OF COMM COM

3.86%

Shares8.3K

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW COM

-0.53%

Shares8.2K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY A COM

72.92%

Shares2.4K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT COM NEW

27.53%

Shares7.6K

Event2026-06-30

Filed2026-08-03

10X GENOMICS INC CL A COM

9.53%

Shares24.1K

Event2026-06-30

Filed2026-08-03

FFIV

F5 INC COM

45.75%

Shares2.2K

Event2026-06-30

Filed2026-08-03

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-4.77%

Shares30.2K

Event2026-06-30

Filed2026-08-03

EBAY

EBAY INC. COM

36.59%

Shares8.2K

Event2026-06-30

Filed2026-08-03

HPE

HEWLETT PACKARD ENTERPRISE CO COM

11.78%

Shares20.1K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP COM

41.80%

Shares3.8K

Event2026-06-30

Filed2026-08-03

IDEXX LABS INC COM

42.82%

Shares1.7K

Event2026-06-30

Filed2026-08-03

MET

METLIFE INC COM

34.17%

Shares10.4K

Event2026-06-30

Filed2026-08-03

AGILENT TECHNOLOGIES INC COM

72.73%

Shares6.6K

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW COM

2.06%

Shares10.0K

Event2026-06-30

Filed2026-08-03

DAL

DELTA AIR LINES INC COM NEW

11.52%

Shares9.3K

Event2026-06-30

Filed2026-08-03

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

0.07%

Shares18.3K

Event2026-06-30

Filed2026-08-03

SWK

STANLEY BLACK & DECKER INC COM

7.31%

Shares9.2K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-7.84%

Shares4.1K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-1.06%

Shares7.3K

Event2026-06-30

Filed2026-08-03

MKL

MARKEL GROUP INC COM

-10.61%

Shares438

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP COM

-11.99%

Shares1.7K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG SPONSORED ADR

10.96%

Shares5.4K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO COM

-9.97%

Shares17.7K

Event2026-06-30

Filed2026-08-03

MTZ

MASTEC INC COM

3.36%

Shares2.0K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP COM

22.18%

Shares3.0K

Event2026-06-30

Filed2026-08-03

TWLO

TWILIO INC CL A

16.06%

Shares4.0K

Event2026-06-30

Filed2026-08-03

YUM

YUM BRANDS INC COM

-0.58%

Shares5.1K

Event2026-06-30

Filed2026-08-03

CTAS

CINTAS CORP COM

30.72%

Shares4.7K

Event2026-06-30

Filed2026-08-03

PAAA

PGIM AAA CLO ETF

7.70%

Shares15.7K

Event2026-06-30

Filed2026-08-03

APPLOVIN CORP COM CL A

61.79%

Shares1.6K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO COM

23.88%

Shares8.3K

Event2026-06-30

Filed2026-08-03

EQIX

EQUINIX INC COM

16.11%

Shares764

Event2026-06-30

Filed2026-08-03

ROST

ROSS STORES INC COM

37.73%

Shares3.7K

Event2026-06-30

Filed2026-08-03

PAYC

PAYCOM SOFTWARE INC COM

38.11%

Shares6.3K

Event2026-06-30

Filed2026-08-03

DVN

DEVON ENERGY CORP NEW COM

110.33%

Shares19.0K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

13.19%

Shares7.1K

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

11.38%

Shares13.1K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC COM

24.96%

Shares3.1K

Event2026-06-30

Filed2026-08-03

CPRT

COPART INC COM

51.42%

Shares27.0K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TRUST

-0.58%

Shares10.0K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP COM

29.95%

Shares16.2K

Event2026-06-30

Filed2026-08-03

QNITY ELECTRONICS INC COMMON STOCK

-4.73%

Shares4.6K

Event2026-06-30

Filed2026-08-03

BALL

BALL CORP COM

15.57%

Shares11.9K

Event2026-06-30

Filed2026-08-03

CONSTELLATION BRANDS INC CL A

-81.45%

Shares5.3K

Event2026-06-30

Filed2026-08-03

GIS

GENERAL MILLS INC COM

196.49%

Shares21.2K

Event2026-06-30

Filed2026-08-03

FISERV INC COM

-68.60%

Shares14.9K

Event2026-06-30

Filed2026-08-03

CNC

CENTENE CORP DEL COM

New

Shares11.4K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP COM

-2.08%

Shares7.8K

Event2026-06-30

Filed2026-08-03

SRE

SEMPRA COM

-12.50%

Shares7.8K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC COM

72.01%

Shares7.3K

Event2026-06-30

Filed2026-08-03

ELECTRONIC ARTS INC COM

-12.37%

Shares3.5K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP COM

-8.87%

Shares945

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

16.20%

Shares4.8K

Event2026-06-30

Filed2026-08-03

AIG

AMERICAN INTL GROUP INC COM NEW

29.24%

Shares9.5K

Event2026-06-30

Filed2026-08-03

TROW

PRICE T ROWE GROUP INC COM

36.95%

Shares6.2K

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC CL B

23.10%

Shares11.2K

Event2026-06-30

Filed2026-08-03

CMF

ISHARES CALIFORNIA MUNI BOND ETF

20.54%

Shares12.2K

Event2026-06-30

Filed2026-08-03

CURTISS WRIGHT CORP COM

24.23%

Shares923

Event2026-06-30

Filed2026-08-03

IYW

ISHARES U.S. TECHNOLOGY ETF

5.33%

Shares2.8K

Event2026-06-30

Filed2026-08-03

SPOTIFY TECHNOLOGY S A SHS

New

Shares1.5K

Event2026-06-30

Filed2026-08-03

NDAQ

NASDAQ INC COM

49.14%

Shares8.8K

Event2026-06-30

Filed2026-08-03

MCO

MOODYS CORP COM

11.48%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-8.26%

Shares8.4K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC SPON ADS

23.24%

Shares8.8K

Event2026-06-30

Filed2026-08-03

CF INDUSTRIES HOLD COM

15.03%

Shares6.2K

Event2026-06-30

Filed2026-08-03

ROKU

ROKU INC COM CL A

51.75%

Shares4.9K

Event2026-06-30

Filed2026-08-03

JBHT

HUNT J B TRANS SVCS INC COM

25.78%

Shares2.3K

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC COM

16.05%

Shares2.9K

Event2026-06-30

Filed2026-08-03

SENSATA TECHNOLOGIES HLDG PLC SHS

19.15%

Shares13.9K

Event2026-06-30

Filed2026-08-03

ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS

20.09%

Shares14.7K

Event2026-06-30

Filed2026-08-03

ESS

ESSEX PPTY TR INC COM

59.18%

Shares2.3K

Event2026-06-30

Filed2026-08-03

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares4.9K

Event2026-06-30

Filed2026-08-03

SYF

SYNCHRONY FINANCIAL COM

45.15%

Shares8.7K

Event2026-06-30

Filed2026-08-03

VSAT

VIASAT INC COM

10.39%

Shares7.3K

Event2026-06-30

Filed2026-08-03

WSM

WILLIAMS SONOMA INC COM

12.41%

Shares2.8K

Event2026-06-30

Filed2026-08-03

UAL

UNITED AIRLS HLDGS INC COM

9.20%

Shares4.8K

Event2026-06-30

Filed2026-08-03

JBL

JABIL INC COM

-0.41%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

60.15%

Shares7.7K

Event2026-06-30

Filed2026-08-03

WST

WEST PHARMACEUTICAL SVSC INC COM

103.58%

Shares1.8K

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO COM CL A

71.44%

Shares2.0K

Event2026-06-30

Filed2026-08-03

UMC

UNITED MICROELECTRONICS CORP SPON ADR NEW

13.35%

Shares24.0K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC CL B

23.97%

Shares6.0K

Event2026-06-30

Filed2026-08-03

PSA

PUBLIC STORAGE COM

104.85%

Shares2.0K

Event2026-06-30

Filed2026-08-03

WAT

WATERS CORP COM

24.73%

Shares1.7K

Event2026-06-30

Filed2026-08-03

ZOETIS INC CL A

-91.09%

Shares8.9K

Event2026-06-30

Filed2026-08-03

SNPS

SYNOPSYS INC COM

1.57%

Shares1.4K

Event2026-06-30

Filed2026-08-03

PHO

INVESCO WATER RESOURCES ETF

-5.69%

Shares9.2K

Event2026-06-30

Filed2026-08-03

MTCH

MATCH GROUP INC NEW COM

72.71%

Shares16.6K

Event2026-06-30

Filed2026-08-03

RHI

ROBERT HALF INC. COM

53.62%

Shares20.5K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC COM

15.30%

Shares5.4K

Event2026-06-30

Filed2026-08-03

RAL

RALLIANT CORP COM

-21.67%

Shares8.5K

Event2026-06-30

Filed2026-08-03

GENERAL MTRS CO COM

14.15%

Shares8.1K

Event2026-06-30

Filed2026-08-03

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

75.09%

Shares6.9K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP COM

2.30%

Shares2.5K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW CL A

18.92%

Shares1.7K

Event2026-06-30

Filed2026-08-03

ADSK

AUTODESK INC COM

-7.72%

Shares3.2K

Event2026-06-30

Filed2026-08-03

CASY

CASEYS GEN STORES INC COM

5.00%

Shares777

Event2026-06-30

Filed2026-08-03

MUNY

VANGUARD NEW YORK TAX-EXEMPT BOND ETF

-14.25%

Shares5.9K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS INC COM

10.82%

Shares2.1K

Event2026-06-30

Filed2026-08-03

CNI

CANADIAN NATL RY CO COM

2.24%

Shares5.1K

Event2026-06-30

Filed2026-08-03

HIG

HARTFORD INSURANCE GROUP INC COM

-1.46%

Shares4.6K

Event2026-06-30

Filed2026-08-03

CAG

CONAGRA BRANDS INC COM

154.41%

Shares45.2K

Event2026-06-30

Filed2026-08-03

EME

EMCOR GROUP INC COM

6.13%

Shares727

Event2026-06-30

Filed2026-08-03

THG

HANOVER INS GROUP INC COM

19.57%

Shares2.8K

Event2026-06-30

Filed2026-08-03

DLTR

DOLLAR TREE INC COM

105.59%

Shares5.0K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP COM

5.23%

Shares1.9K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC COM

25.13%

Shares3.6K

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC COM NEW

-21.41%

Shares2.5K

Event2026-06-30

Filed2026-08-03

LABCORP HOLDINGS INC COM SHS

-8.52%

Shares2.1K

Event2026-06-30

Filed2026-08-03

LUMENTUM HLDGS INC COM

25.14%

Shares687

Event2026-06-30

Filed2026-08-03

MAS

MASCO CORP COM

51.09%

Shares7.2K

Event2026-06-30

Filed2026-08-03

BIIB

BIOGEN INC COM

9.83%

Shares2.7K

Event2026-06-30

Filed2026-08-03

MSCI

MSCI INC COM

7.14%

Shares1.1K

Event2026-06-30

Filed2026-08-03

SPG

SIMON PPTY GROUP INC NEW COM

33.18%

Shares2.6K

Event2026-06-30

Filed2026-08-03

MKS INC. COM

-2.51%

Shares1.3K

Event2026-06-30

Filed2026-08-03

MIDD

MIDDLEBY CORP COM

56.28%

Shares3.4K

Event2026-06-30

Filed2026-08-03

RJF

RAYMOND JAMES FINL INC COM

-1.53%

Shares3.8K

Event2026-06-30

Filed2026-08-03

BOH

BANK HAWAII CORP COM

20.78%

Shares7.1K

Event2026-06-30

Filed2026-08-03

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-1.82%

Shares20.6K

Event2026-06-30

Filed2026-08-03

EGP

EASTGROUP PPTYS INC COM

25.19%

Shares2.8K

Event2026-06-30

Filed2026-08-03

CMS

CMS ENERGY CORP COM

30.06%

Shares7.4K

Event2026-06-30

Filed2026-08-03

RALPH LAUREN CORP CL A

7.70%

Shares1.4K

Event2026-06-30

Filed2026-08-03

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

54.44%

Shares2.3K

Event2026-06-30

Filed2026-08-03

KHC

KRAFT HEINZ CO COM

94.48%

Shares23.8K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED COM STK

-5.02%

Shares12.1K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES ESG MSCI KLD 400 ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

JHG

JANUS HENDERSON GROUP PLC ORD SHS

20.75%

Shares10.7K

Event2026-06-30

Filed2026-08-03

NBIS

NEBIUS GROUP N.V. SHS CLASS A

-19.72%

Shares2.0K

Event2026-06-30

Filed2026-08-03

APA CORPORATION COM

22.68%

Shares17.0K

Event2026-06-30

Filed2026-08-03

VFH

VANGUARD FINANCIALS ETF

0.92%

Shares4.2K

Event2026-06-30

Filed2026-08-03

TKR

TIMKEN CO COM

28.09%

Shares3.8K

Event2026-06-30

Filed2026-08-03

EVERSOURCE ENERGY COM

13.54%

Shares7.6K

Event2026-06-30

Filed2026-08-03

ZION

ZIONS BANCORPORATION NATL ASSN COM

42.54%

Shares7.9K

Event2026-06-30

Filed2026-08-03

XYZ

BLOCK INC CL A

39.66%

Shares7.2K

Event2026-06-30

Filed2026-08-03

EXPE

EXPEDIA GROUP INC COM NEW

26.75%

Shares2.1K

Event2026-06-30

Filed2026-08-03

HUM

HUMANA INC COM

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

HEI.A

HEICO CORP NEW CL A

14.72%

Shares2.1K

Event2026-06-30

Filed2026-08-03

ATI INC COM

-52.03%

Shares2.7K

Event2026-06-30

Filed2026-08-03

SPB

SPECTRUM BRANDS HLDGS INC NEW COM

19.26%

Shares6.3K

Event2026-06-30

Filed2026-08-03

LAMR

LAMAR ADVERTISING CO CL A

35.40%

Shares3.4K

Event2026-06-30

Filed2026-08-03

HOOD

ROBINHOOD MKTS INC COM CL A

71.73%

Shares5.3K

Event2026-06-30

Filed2026-08-03

EPR

EPR PPTYS COM SH BEN INT

63.52%

Shares9.2K

Event2026-06-30

Filed2026-08-03

WAB

WABTEC COM

1.29%

Shares2.0K

Event2026-06-30

Filed2026-08-03

NTRS

NORTHERN TR CORP COM

9.37%

Shares3.0K

Event2026-06-30

Filed2026-08-03

PCG

PG&E CORP COM

25.16%

Shares31.2K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA COM

31.72%

Shares2.5K

Event2026-06-30

Filed2026-08-03

HSBC

HSBC HLDGS PLC SPON ADR NEW

25.03%

Shares5.5K

Event2026-06-30

Filed2026-08-03

KKR

KKR & CO INC COM

9.86%

Shares5.6K

Event2026-06-30

Filed2026-08-03

WWD

WOODWARD INC COM

81.65%

Shares1.2K

Event2026-06-30

Filed2026-08-03

PHM

PULTE GROUP INC COM

-37.13%

Shares3.7K

Event2026-06-30

Filed2026-08-03

DGX

QUEST DIAGNOSTICS INC COM

12.75%

Shares2.4K

Event2026-06-30

Filed2026-08-03

KRC

KILROY REALTY CORP COM

New

Shares13.5K

Event2026-06-30

Filed2026-08-03

THC

TENET HEALTHCARE CORP COM NEW

-11.55%

Shares2.7K

Event2026-06-30

Filed2026-08-03

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

5.33%

Shares9.9K

Event2026-06-30

Filed2026-08-03

NWSA

NEWS CORP NEW CL A

81.31%

Shares20.3K

Event2026-06-30

Filed2026-08-03

ODFL

OLD DOMINION FREIGHT LINE INC COM

-20.17%

Shares2.3K

Event2026-06-30

Filed2026-08-03

GRMN

GARMIN LTD SHS

-8.12%

Shares2.1K

Event2026-06-30

Filed2026-08-03

KB FINL GROUP INC SPONSORED ADR

71.04%

Shares4.8K

Event2026-06-30

Filed2026-08-03

CPB

THE CAMPBELLS COMPANY COM

New

Shares22.2K

Event2026-06-30

Filed2026-08-03

AWK

AMERICAN WTR WKS CO INC NEW COM

-28.60%

Shares3.8K

Event2026-06-30

Filed2026-08-03

VRSN

VERISIGN INC COM

48.33%

Shares2.0K

Event2026-06-30

Filed2026-08-03

PPG

PPG INDS INC COM

103.20%

Shares4.1K

Event2026-06-30

Filed2026-08-03

TDY

TELEDYNE TECHNOLOGIES INC COM

7.43%

Shares737

Event2026-06-30

Filed2026-08-03

NNN

NNN REIT INC COM

53.50%

Shares10.5K

Event2026-06-30

Filed2026-08-03

LOEWS CORP COM

31.12%

Shares4.3K

Event2026-06-30

Filed2026-08-03

RNG

RINGCENTRAL INC CL A

13.69%

Shares12.5K

Event2026-06-30

Filed2026-08-03

NDSN

NORDSON CORP COM

93.64%

Shares1.6K

Event2026-06-30

Filed2026-08-03

IBN

ICICI BANK LIMITED ADR

51.74%

Shares16.7K

Event2026-06-30

Filed2026-08-03

DTE

DTE ENERGY CO COM

30.11%

Shares3.2K

Event2026-06-30

Filed2026-08-03

CGNX

COGNEX CORP COM

29.53%

Shares6.7K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP COM

12.70%

Shares10.2K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

NFE Call CallNEW FORTRESS ENERGY INC COM CL A1.0K shares0.00%2026-06-302026-08-03

NFE Call

NEW FORTRESS ENERGY INC COM CL A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

Put Option Holdings

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Put PutSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.1K sharesnew addition2026-06-302026-08-03

SOXX Put PutISHARES SEMICONDUCTOR ETF200 sharesnew addition2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Put

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

SOXX Put

ISHARES SEMICONDUCTOR ETF

New

Shares200

Event2026-06-30

Filed2026-08-03