Sponsored
The Analysis of Freestone Capital Holdings, LLC's Holdings & P&L
Currently, Freestone Capital Holdings, LLC holds 584 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in KLAC (+162.9K shares, valued at $49.2M), N/A (+28.5K shares, valued at $21.3M), AMZN (+73.5K shares, valued at $17.5M); decreased their positions in OKTA (-105.5K shares, valued at $14.4M), NVDA (-33.9K shares, valued at $6.8M), IGV (-66.0K shares, valued at $6.0M); initiated new positions in N/A (+21.8K shares, valued at $4.9M), N/A (+22.0K shares, valued at $4.9M), CPRT (+127.4K shares, valued at $3.6M).
1M P&L
+19.9M+0.77%
3M P&L
-167.5M-6.07%
HY P&L
-71.3M-2.68%
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/A936.1M
36.1%
2Semiconductors247.7M
9.6%
3Software - Infrastructure202.2M
7.8%
Top Industries by Stock Count
1N/A210 stocks
40.6%
2Biotechnology15 stocks
2.9%
3Asset Management15 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.1K sharesnew addition2026-06-302026-07-31
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ISHARES TR
4.13%ISHARES TR
Shares717.8K
Event2026-06-30
Filed2026-07-31
VEA
-0.75%VANGUARD TAX-MANAGED FDS
Shares2.9M
Event2026-06-30
Filed2026-07-31
MSFT
5.41%MICROSOFT CORP
Shares474.1K
Event2026-06-30
Filed2026-07-31
AAPL
5.85%APPLE INC
Shares538.8K
Event2026-06-30
Filed2026-07-31
NVDA
-4.18%NVIDIA CORPORATION
Shares776.0K
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T
8.91%STATE STR SPDR S&P 500 ETF T
Shares155.3K
Event2026-06-30
Filed2026-07-31
AMZN
18.78%AMAZON COM INC
Shares465.1K
Event2026-06-30
Filed2026-07-31
ISHARES TR
13.44%ISHARES TR
Shares1.1M
Event2026-06-30
Filed2026-07-31
BSV
15.34%VANGUARD BD INDEX FDS
Shares1.4M
Event2026-06-30
Filed2026-07-31
VWO
9.91%VANGUARD INTL EQUITY INDEX F
Shares1.8M
Event2026-06-30
Filed2026-07-31
GOOGL
2.01%ALPHABET INC
Shares255.7K
Event2026-06-30
Filed2026-07-31
VOO
12.81%VANGUARD INDEX FDS
Shares102.0K
Event2026-06-30
Filed2026-07-31
KLAC
841.20%KLA CORP
Shares182.3K
Event2026-06-30
Filed2026-07-31
BROADCOM INC
3.05%BROADCOM INC
Shares135.2K
Event2026-06-30
Filed2026-07-31
BRK.B
1.20%BERKSHIRE HATHAWAY INC DEL
Shares89.7K
Event2026-06-30
Filed2026-07-31
META PLATFORMS INC
10.30%META PLATFORMS INC
Shares77.0K
Event2026-06-30
Filed2026-07-31
APPLIED MATLS INC
-0.50%APPLIED MATLS INC
Shares57.7K
Event2026-06-30
Filed2026-07-31
COSTCO WHOLESALE CORPORATION
0.71%COSTCO WHOLESALE CORPORATION
Shares40.0K
Event2026-06-30
Filed2026-07-31
JPMORGAN CHASE & CO
6.74%JPMORGAN CHASE & CO
Shares112.4K
Event2026-06-30
Filed2026-07-31
GOOG
3.62%ALPHABET INC
Shares94.2K
Event2026-06-30
Filed2026-07-31
CAT
3.95%CATERPILLAR INC
Shares30.9K
Event2026-06-30
Filed2026-07-31
LLY
-0.84%ELI LILLY & CO
Shares27.4K
Event2026-06-30
Filed2026-07-31
QQQ
3.45%INVESCO QQQ TR
Shares42.7K
Event2026-06-30
Filed2026-07-31
VANGUARD INDEX FDS
17.42%VANGUARD INDEX FDS
Shares80.7K
Event2026-06-30
Filed2026-07-31
AMD
-3.03%ADVANCED MICRO DEVICES INC
Shares49.4K
Event2026-06-30
Filed2026-07-31
SUB
13.47%ISHARES TR
Shares265.4K
Event2026-06-30
Filed2026-07-31
MU
1.54%MICRON TECHNOLOGY INC
Shares23.6K
Event2026-06-30
Filed2026-07-31
VISA INC
3.65%VISA INC
Shares70.4K
Event2026-06-30
Filed2026-07-31
MUB
7.59%ISHARES TR
Shares223.5K
Event2026-06-30
Filed2026-07-31
TSLA
3.35%TESLA INC
Shares52.5K
Event2026-06-30
Filed2026-07-31
NKE
-1.32%NIKE INC
Shares517.9K
Event2026-06-30
Filed2026-07-31
IWF
275.68%ISHARES TR
Shares158.5K
Event2026-06-30
Filed2026-07-31
QCOM
-2.35%QUALCOMM INC
Shares97.4K
Event2026-06-30
Filed2026-07-31
ORACLE CORP
-2.31%ORACLE CORP
Shares122.4K
Event2026-06-30
Filed2026-07-31
PANW
39.15%PALO ALTO NETWORKS INC
Shares50.7K
Event2026-06-30
Filed2026-07-31
UNP
-2.54%UNION PAC CORP
Shares61.1K
Event2026-06-30
Filed2026-07-31
ABBVIE INC
-5.90%ABBVIE INC
Shares65.9K
Event2026-06-30
Filed2026-07-31
BAC
2.80%BANK OF AMER CORP
Shares287.1K
Event2026-06-30
Filed2026-07-31
HD
0.36%HOME DEPOT INC
Shares45.4K
Event2026-06-30
Filed2026-07-31
MASTERCARD INCORPORATED
-3.50%MASTERCARD INCORPORATED
Shares29.3K
Event2026-06-30
Filed2026-07-31
WFC
1.40%WELLS FARGO & CO
Shares177.0K
Event2026-06-30
Filed2026-07-31
JNJ
5.07%JOHNSON & JOHNSON
Shares57.4K
Event2026-06-30
Filed2026-07-31
CRM
13.28%SALESFORCE INC
Shares92.0K
Event2026-06-30
Filed2026-07-31
CISCO SYS INC
-2.86%CISCO SYS INC
Shares122.4K
Event2026-06-30
Filed2026-07-31
XLRE
14.35%SELECT SECTOR SPDR TR
Shares315.7K
Event2026-06-30
Filed2026-07-31
RTX CORPORATION
3.05%RTX CORPORATION
Shares71.4K
Event2026-06-30
Filed2026-07-31
EEM
-4.21%ISHARES TR
Shares194.3K
Event2026-06-30
Filed2026-07-31
CAH
-4.82%CARDINAL HEALTH INC
Shares54.3K
Event2026-06-30
Filed2026-07-31
ITOT
-0.04%ISHARES TR
Shares78.4K
Event2026-06-30
Filed2026-07-31
PG
0.86%PROCTER & GAMBLE CO
Shares83.3K
Event2026-06-30
Filed2026-07-31
ABT
-0.85%ABBOTT LABORATORIES
Shares133.7K
Event2026-06-30
Filed2026-07-31
VGT
1290.29%VANGUARD WORLD FD
Shares100.1K
Event2026-06-30
Filed2026-07-31
WMT
1.33%WALMART INC
Shares104.0K
Event2026-06-30
Filed2026-07-31
NEXTERA ENERGY INC
2.10%NEXTERA ENERGY INC
Shares132.5K
Event2026-06-30
Filed2026-07-31
ETN
5.01%EATON CORP PLC
Shares27.1K
Event2026-06-30
Filed2026-07-31
SOUTHERN CO
4.61%SOUTHERN CO
Shares119.7K
Event2026-06-30
Filed2026-07-31
UNITEDHEALTH GROUP INC
4.13%UNITEDHEALTH GROUP INC
Shares27.5K
Event2026-06-30
Filed2026-07-31
EFA
-3.80%ISHARES TR
Shares108.3K
Event2026-06-30
Filed2026-07-31
CVX
7.86%CHEVRON CORPORATION
Shares67.0K
Event2026-06-30
Filed2026-07-31
MCK
1.14%MCKESSON CORP
Shares14.3K
Event2026-06-30
Filed2026-07-31
ISHARES TR
0.26%ISHARES TR
Shares108.2K
Event2026-06-30
Filed2026-07-31
MRK
-2.30%MERCK & CO INC
Shares79.5K
Event2026-06-30
Filed2026-07-31
CI
0.57%THE CIGNA GROUP
Shares36.8K
Event2026-06-30
Filed2026-07-31
TMO
-32.44%THERMO FISHER SCIENTIFIC INC
Shares20.1K
Event2026-06-30
Filed2026-07-31
PM
0.71%PHILIP MORRIS INTL INC
Shares55.5K
Event2026-06-30
Filed2026-07-31
SCHD
194.38%SCHWAB STRATEGIC TR
Shares278.1K
Event2026-06-30
Filed2026-07-31
KO
0.54%COCA COLA CO
Shares105.7K
Event2026-06-30
Filed2026-07-31
DE
3.08%DEERE & CO
Shares13.0K
Event2026-06-30
Filed2026-07-31
TXN
3.08%TEXAS INSTRS INC
Shares27.7K
Event2026-06-30
Filed2026-07-31
LMT
6.23%LOCKHEED MARTIN CORP
Shares16.0K
Event2026-06-30
Filed2026-07-31
GWW
-0.95%WW GRAINGER INC
Shares6.0K
Event2026-06-30
Filed2026-07-31
TRAVELERS COMPANIES INC
0.86%TRAVELERS COMPANIES INC
Shares24.3K
Event2026-06-30
Filed2026-07-31
VEU
-2.96%VANGUARD INTL EQUITY INDEX F
Shares94.3K
Event2026-06-30
Filed2026-07-31
AXP
-0.61%AMERICAN EXPRESS CO
Shares23.4K
Event2026-06-30
Filed2026-07-31
NETFLIX INC.
2.99%NETFLIX INC.
Shares109.9K
Event2026-06-30
Filed2026-07-31
DMLP
63.72%DORCHESTER MINERALS L P
Shares306.1K
Event2026-06-30
Filed2026-07-31
GLD
0.24%SPDR GOLD TR
Shares19.9K
Event2026-06-30
Filed2026-07-31
LIN
-5.04%LINDE PLC
Shares13.8K
Event2026-06-30
Filed2026-07-31
SBUX
10.25%STARBUCKS CORP
Shares67.8K
Event2026-06-30
Filed2026-07-31
VNQ
6.38%VANGUARD INDEX FDS
Shares71.3K
Event2026-06-30
Filed2026-07-31
MCD
4.06%MCDONALDS CORP
Shares25.3K
Event2026-06-30
Filed2026-07-31
KRP
54.91%KIMBELL RTY PARTNERS LP
Shares462.7K
Event2026-06-30
Filed2026-07-31
VB
4.26%VANGUARD INDEX FDS
Shares22.0K
Event2026-06-30
Filed2026-07-31
XLK
159.63%SELECT SECTOR SPDR TR
Shares34.9K
Event2026-06-30
Filed2026-07-31
CMF
32.59%ISHARES TR
Shares115.2K
Event2026-06-30
Filed2026-07-31
NEM
2.22%NEWMONT CORP
Shares70.8K
Event2026-06-30
Filed2026-07-31
ISRG
3.03%INTUITIVE SURGICAL INC
Shares15.5K
Event2026-06-30
Filed2026-07-31
SNA
2.63%SNAP ON INC
Shares15.3K
Event2026-06-30
Filed2026-07-31
FREEPORT MCMORAN INC
4.99%FREEPORT MCMORAN INC
Shares97.2K
Event2026-06-30
Filed2026-07-31
IWM
20.46%ISHARES TR
Shares19.9K
Event2026-06-30
Filed2026-07-31
MO
2.44%ALTRIA GROUP INC
Shares81.5K
Event2026-06-30
Filed2026-07-31
IWP
-6.77%ISHARES TR
Shares39.5K
Event2026-06-30
Filed2026-07-31
VIG
199.91%VANGUARD SPECIALIZED FUNDS
Shares24.4K
Event2026-06-30
Filed2026-07-31
GEV
61.89%GE VERNOVA INC
Shares4.9K
Event2026-06-30
Filed2026-07-31
3M CO
6.99%3M CO
Shares35.6K
Event2026-06-30
Filed2026-07-31
JOHNSON CONTROLS INTERNATION
4.25%JOHNSON CONTROLS INTERNATION
Shares39.0K
Event2026-06-30
Filed2026-07-31
DHI
4.46%D R HORTON INC
Shares34.5K
Event2026-06-30
Filed2026-07-31
SEAGATE TECHNOLOGY HLDNGS PL
-31.60%SEAGATE TECHNOLOGY HLDNGS PL
Shares5.7K
Event2026-06-30
Filed2026-07-31
MNST
0.52%MONSTER BEVERAGE CORP NEW
Shares56.1K
Event2026-06-30
Filed2026-07-31
INTC
33.27%INTEL CORP
Shares37.8K
Event2026-06-30
Filed2026-07-31
NXP SEMICONDUCTORS N V
0.88%NXP SEMICONDUCTORS N V
Shares18.2K
Event2026-06-30
Filed2026-07-31
ESGV
0.46%VANGUARD WORLD FD
Shares38.6K
Event2026-06-30
Filed2026-07-31
S&P GLOBAL INC
2.60%S&P GLOBAL INC
Shares12.2K
Event2026-06-30
Filed2026-07-31
TEL
2.39%TE CONNECTIVITY PLC
Shares24.3K
Event2026-06-30
Filed2026-07-31
ALL
-0.49%ALLSTATE CORP
Shares20.6K
Event2026-06-30
Filed2026-07-31
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares21.8K
Event2026-06-30
Filed2026-07-31
IBM
3.78%INTERNATIONAL BUSINESS MACHS
Shares17.3K
Event2026-06-30
Filed2026-07-31
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares22.0K
Event2026-06-30
Filed2026-07-31
SPYG
13.24%SPDR SERIES TRUST
Shares40.6K
Event2026-06-30
Filed2026-07-31
SCHZ
-2.80%SCHWAB STRATEGIC TR
Shares206.8K
Event2026-06-30
Filed2026-07-31
IWB
1.32%ISHARES TR
Shares11.6K
Event2026-06-30
Filed2026-07-31
GE
9.12%GE AEROSPACE
Shares12.5K
Event2026-06-30
Filed2026-07-31
FIG
-11.35%FIGMA INC
Shares258.7K
Event2026-06-30
Filed2026-07-31
SDY
21.74%SPDR SERIES TRUST
Shares30.5K
Event2026-06-30
Filed2026-07-31
AFL
-0.50%AFLAC INC
Shares38.9K
Event2026-06-30
Filed2026-07-31
ADP
-0.73%AUTOMATIC DATA PROCESSING IN
Shares20.4K
Event2026-06-30
Filed2026-07-31
DFAC
12.67%DIMENSIONAL ETF TRUST
Shares98.1K
Event2026-06-30
Filed2026-07-31
AMGN
4.14%AMGEN INC
Shares11.8K
Event2026-06-30
Filed2026-07-31
ULTA BEAUTY INC
5.02%ULTA BEAUTY INC
Shares9.4K
Event2026-06-30
Filed2026-07-31
ACCENTURE PLC IRELAND
-12.83%ACCENTURE PLC IRELAND
Shares33.6K
Event2026-06-30
Filed2026-07-31
SCHF
18.58%SCHWAB STRATEGIC TR
Shares149.0K
Event2026-06-30
Filed2026-07-31
VZ
-3.54%VERIZON COMMUNICATIONS INC
Shares96.6K
Event2026-06-30
Filed2026-07-31
SPIB
-18.77%SPDR SERIES TRUST
Shares121.7K
Event2026-06-30
Filed2026-07-31
NTAP
1.89%NETAPP INC
Shares25.8K
Event2026-06-30
Filed2026-07-31
CEE
-13.58%THE CENTRAL AND EASTERN EU I
Shares192.3K
Event2026-06-30
Filed2026-07-31
CDNS
358.22%CADENCE DESIGN SYSTEM INC
Shares10.5K
Event2026-06-30
Filed2026-07-31
ACWI
-23.26%ISHARES TR
Shares25.1K
Event2026-06-30
Filed2026-07-31
COIN
5.13%COINBASE GLOBAL INC
Shares26.6K
Event2026-06-30
Filed2026-07-31
COP
5.61%CONOCOPHILLIPS
Shares37.0K
Event2026-06-30
Filed2026-07-31
LOW
4.38%LOWES COS INC
Shares17.5K
Event2026-06-30
Filed2026-07-31
DIS
7.12%DISNEY WALT CO
Shares39.9K
Event2026-06-30
Filed2026-07-31
PFG
0.06%PRINCIPAL FINANCIAL GROUP IN
Shares34.9K
Event2026-06-30
Filed2026-07-31
SELECT SECTOR SPDR TR
29.31%SELECT SECTOR SPDR TR
Shares82.6K
Event2026-06-30
Filed2026-07-31
LRCX
-0.21%LAM RESEARCH CORP
Shares8.6K
Event2026-06-30
Filed2026-07-31
SPYV
15.40%SPDR SERIES TRUST
Shares61.0K
Event2026-06-30
Filed2026-07-31
STT
6.15%STATE STR CORP
Shares21.8K
Event2026-06-30
Filed2026-07-31
CHYM
22.46%CHIME FINL INC
Shares179.6K
Event2026-06-30
Filed2026-07-31
OKTA
-79.74%OKTA INC
Shares26.8K
Event2026-06-30
Filed2026-07-31
VT
28.39%VANGUARD INTL EQUITY INDEX F
Shares23.2K
Event2026-06-30
Filed2026-07-31
VIS
716.80%VANGUARD WORLD FD
Shares10.1K
Event2026-06-30
Filed2026-07-31
SHW
2.82%SHERWIN WILLIAMS CO
Shares10.5K
Event2026-06-30
Filed2026-07-31
CPRT
NewCOPART INC
Shares127.4K
Event2026-06-30
Filed2026-07-31
ALPS ETF TR
8.36%ALPS ETF TR
Shares69.0K
Event2026-06-30
Filed2026-07-31
SYK
NewSTRYKER CORPORATION
Shares11.1K
Event2026-06-30
Filed2026-07-31
CROWDSTRIKE HLDGS INC
-18.17%CROWDSTRIKE HLDGS INC
Shares4.6K
Event2026-06-30
Filed2026-07-31
T
-2.14%AT&T INC
Shares167.6K
Event2026-06-30
Filed2026-07-31
MAS
1.20%MASCO CORP
Shares42.2K
Event2026-06-30
Filed2026-07-31
ECC
0.32%EAGLE POINT CR CO
Shares919.2K
Event2026-06-30
Filed2026-07-31
VV
6.00%VANGUARD INDEX FDS
Shares9.8K
Event2026-06-30
Filed2026-07-31
TGT
1.35%TARGET CORP
Shares25.5K
Event2026-06-30
Filed2026-07-31
CWI
0.00%SPDR INDEX SHS FDS
Shares81.0K
Event2026-06-30
Filed2026-07-31
EXPE
3.60%EXPEDIA GROUP INC
Shares12.8K
Event2026-06-30
Filed2026-07-31
ALC
NewALCON AG
Shares48.3K
Event2026-06-30
Filed2026-07-31
TSM
10.03%TAIWAN SEMICONDUCTOR MANUFAC
Shares6.7K
Event2026-06-30
Filed2026-07-31
HAS
-1.06%HASBRO INC
Shares38.5K
Event2026-06-30
Filed2026-07-31
AZO
-5.44%AUTOZONE INC
Shares990
Event2026-06-30
Filed2026-07-31
EBAY
-2.08%EBAY INC.
Shares28.2K
Event2026-06-30
Filed2026-07-31
PHYS
30.73%SPROTT ASSET MANAGEMENT LP
Shares104.5K
Event2026-06-30
Filed2026-07-31
VUG
529.92%VANGUARD INDEX FDS
Shares36.0K
Event2026-06-30
Filed2026-07-31
PALANTIR TECHNOLOGIES INC
89.26%PALANTIR TECHNOLOGIES INC
Shares26.2K
Event2026-06-30
Filed2026-07-31
CTSH
208.42%COGNIZANT TECHNOLOGY SOLUTIO
Shares78.7K
Event2026-06-30
Filed2026-07-31
QUAL
1.10%ISHARES TR
Shares13.8K
Event2026-06-30
Filed2026-07-31
IAU
0.01%ISHARES GOLD TR
Shares39.7K
Event2026-06-30
Filed2026-07-31
ADOBE INC
-24.30%ADOBE INC
Shares14.5K
Event2026-06-30
Filed2026-07-31
IEMG
10.11%ISHARES INC
Shares35.6K
Event2026-06-30
Filed2026-07-31
AUR
-19.93%AURORA INNOVATION INC
Shares429.8K
Event2026-06-30
Filed2026-07-31
SLB
4.96%SLB LIMITED
Shares61.5K
Event2026-06-30
Filed2026-07-31
BSM
NewBLACK STONE MINERALS L P
Shares200.0K
Event2026-06-30
Filed2026-07-31
C
-2.05%CITIGROUP INC
Shares20.0K
Event2026-06-30
Filed2026-07-31
IXN
-0.67%ISHARES TR
Shares19.3K
Event2026-06-30
Filed2026-07-31
LEN
-8.31%LENNAR CORP
Shares30.6K
Event2026-06-30
Filed2026-07-31
IVW
5.74%ISHARES TR
Shares19.8K
Event2026-06-30
Filed2026-07-31
VTV
2.23%VANGUARD INDEX FDS
Shares12.2K
Event2026-06-30
Filed2026-07-31
IJH
6.80%ISHARES TR
Shares34.2K
Event2026-06-30
Filed2026-07-31
LNG
NewCHENIERE ENERGY INC
Shares10.8K
Event2026-06-30
Filed2026-07-31
ESGD
17.06%ISHARES TR
Shares24.5K
Event2026-06-30
Filed2026-07-31
PCAR
-4.11%PACCAR INC
Shares20.7K
Event2026-06-30
Filed2026-07-31
IBIT
-6.06%ISHARES BITCOIN TRUST ETF
Shares74.6K
Event2026-06-30
Filed2026-07-31
MDY
-2.95%STATE STR SPDR S&P MIDCAP 40
Shares3.5K
Event2026-06-30
Filed2026-07-31
TTWO
26.10%TAKE-TWO INTERACTIVE SOFTWAR
Shares9.8K
Event2026-06-30
Filed2026-07-31
MMC
2.05%MARSH & MCLENNAN COS INC
Shares14.6K
Event2026-06-30
Filed2026-07-31
MPC
0.49%MARATHON PETE CORP
Shares9.4K
Event2026-06-30
Filed2026-07-31
OWL
NewBLUE OWL CAPITAL INC
Shares273.2K
Event2026-06-30
Filed2026-07-31
LGN
0.00%LEGENCE CORP
Shares26.8K
Event2026-06-30
Filed2026-07-31
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares3
Event2026-06-30
Filed2026-07-31
EOG
6.48%EOG RES INC
Shares17.2K
Event2026-06-30
Filed2026-07-31
ADPT
NewADAPTIVE BIOTECHNOLOGIES COR
Shares103.8K
Event2026-06-30
Filed2026-07-31
LYFT INC
189.67%LYFT INC
Shares150.5K
Event2026-06-30
Filed2026-07-31
SCHX
-1.98%SCHWAB STRATEGIC TR
Shares73.5K
Event2026-06-30
Filed2026-07-31
VFH
434.86%VANGUARD WORLD FD
Shares16.4K
Event2026-06-30
Filed2026-07-31
NSC
-1.95%NORFOLK SOUTHN CORP
Shares6.8K
Event2026-06-30
Filed2026-07-31
ABUS
0.00%ARBUTUS BIOPHARMA CORP
Shares442.5K
Event2026-06-30
Filed2026-07-31
IYW
1.44%ISHARES TR
Shares8.4K
Event2026-06-30
Filed2026-07-31
MEDTRONIC PLC
6.46%MEDTRONIC PLC
Shares26.9K
Event2026-06-30
Filed2026-07-31
PYPL
-46.39%PAYPAL HLDGS INC
Shares48.7K
Event2026-06-30
Filed2026-07-31
VYM
29.74%VANGUARD WHITEHALL FDS
Shares13.1K
Event2026-06-30
Filed2026-07-31
VTEB
47.70%VANGUARD MUN BD FDS
Shares40.6K
Event2026-06-30
Filed2026-07-31
FFIV
2.05%F5 INC
Shares4.9K
Event2026-06-30
Filed2026-07-31
VHT
135.99%VANGUARD WORLD FD
Shares6.8K
Event2026-06-30
Filed2026-07-31
ANTERO RESOURCES CORP
276.42%ANTERO RESOURCES CORP
Shares57.0K
Event2026-06-30
Filed2026-07-31
BA
23.02%BOEING CO
Shares9.1K
Event2026-06-30
Filed2026-07-31
SPSB
-29.38%SPDR SERIES TRUST
Shares65.3K
Event2026-06-30
Filed2026-07-31
IWD
-0.30%ISHARES TR
Shares8.0K
Event2026-06-30
Filed2026-07-31
XLE
9.80%SELECT SECTOR SPDR TR
Shares36.6K
Event2026-06-30
Filed2026-07-31
FI
12.59%FISERV INC
Shares38.7K
Event2026-06-30
Filed2026-07-31
IGV
-76.08%ISHARES TR
Shares20.7K
Event2026-06-30
Filed2026-07-31
OXLC
-4.50%OXFORD LANE CAP CORP
Shares211.4K
Event2026-06-30
Filed2026-07-31
VXUS
137.72%VANGUARD STAR FDS
Shares21.5K
Event2026-06-30
Filed2026-07-31
FDX
1.05%FEDEX CORP
Shares5.7K
Event2026-06-30
Filed2026-07-31
NVO
51.33%NOVO-NORDISK A S
Shares37.3K
Event2026-06-30
Filed2026-07-31
VTEC
15.98%VANGUARD CALIF TAX FREE FDS
Shares16.7K
Event2026-06-30
Filed2026-07-31
SCHB
76.54%SCHWAB STRATEGIC TR
Shares57.2K
Event2026-06-30
Filed2026-07-31
ZOETIS INC
-42.43%ZOETIS INC
Shares23.0K
Event2026-06-30
Filed2026-07-31
ELAN
NewELANCO ANIMAL HEALTH INC
Shares64.6K
Event2026-06-30
Filed2026-07-31
ASML
6.99%ASML HLDG NV
Shares781
Event2026-06-30
Filed2026-07-31
SGOV
357.59%ISHARES TR
Shares15.4K
Event2026-06-30
Filed2026-07-31
BND
NewVANGUARD BD INDEX FDS
Shares20.9K
Event2026-06-30
Filed2026-07-31
VAW
NewVANGUARD WORLD FD
Shares6.7K
Event2026-06-30
Filed2026-07-31
AVES
NewAMERICAN CENTY ETF TR
Shares21.9K
Event2026-06-30
Filed2026-07-31
PEP
14.50%PEPSICO INC
Shares10.6K
Event2026-06-30
Filed2026-07-31
TSCO
-28.31%TRACTOR SUPPLY CO
Shares45.1K
Event2026-06-30
Filed2026-07-31
VGK
150.04%VANGUARD INTL EQUITY INDEX F
Shares15.8K
Event2026-06-30
Filed2026-07-31
COR
-4.84%CENCORA INC
Shares5.0K
Event2026-06-30
Filed2026-07-31
ESML
22.10%ISHARES TR
Shares24.7K
Event2026-06-30
Filed2026-07-31
BX
7.17%BLACKSTONE INC
Shares11.7K
Event2026-06-30
Filed2026-07-31
XLF
60.50%SELECT SECTOR SPDR TR
Shares25.4K
Event2026-06-30
Filed2026-07-31
PFE
12.27%PFIZER INC
Shares55.8K
Event2026-06-30
Filed2026-07-31
BK
111.09%BANK OF NY MELLON CORP
Shares9.2K
Event2026-06-30
Filed2026-07-31
DVY
-3.23%ISHARES TR
Shares8.2K
Event2026-06-30
Filed2026-07-31
IMNM
-1.50%IMMUNOME INC
Shares60.6K
Event2026-06-30
Filed2026-07-31
RKT
0.52%ROCKET COS INC
Shares79.6K
Event2026-06-30
Filed2026-07-31
ANGL
-21.03%VANECK ETF TRUST
Shares42.3K
Event2026-06-30
Filed2026-07-31
VYMI
251.48%VANGUARD WHITEHALL FDS
Shares12.4K
Event2026-06-30
Filed2026-07-31
DGRO
-30.79%ISHARES TR
Shares16.0K
Event2026-06-30
Filed2026-07-31
HPQ
-35.98%HP INC
Shares53.6K
Event2026-06-30
Filed2026-07-31
SUSA
0.01%ISHARES TR
Shares7.5K
Event2026-06-30
Filed2026-07-31
FNDX
8.50%SCHWAB STRATEGIC TR
Shares36.8K
Event2026-06-30
Filed2026-07-31
GLW
18.14%CORNING INC
Shares4.5K
Event2026-06-30
Filed2026-07-31
ABNB
-8.66%AIRBNB INC
Shares8.0K
Event2026-06-30
Filed2026-07-31
GILD
2.58%GILEAD SCIENCES INC
Shares8.9K
Event2026-06-30
Filed2026-07-31
ENB
15.55%ENBRIDGE INC
Shares20.6K
Event2026-06-30
Filed2026-07-31
EPOL
0.00%ISHARES TR
Shares28.7K
Event2026-06-30
Filed2026-07-31
VO
447.25%VANGUARD INDEX FDS
Shares13.5K
Event2026-06-30
Filed2026-07-31
SCHE
236.30%SCHWAB STRATEGIC TR
Shares29.6K
Event2026-06-30
Filed2026-07-31
MGC
NewVANGUARD WORLD FD
Shares3.9K
Event2026-06-30
Filed2026-07-31
GS
3.44%GOLDMAN SACHS GROUP INC
Shares1.1K
Event2026-06-30
Filed2026-07-31
SNOWFLAKE INC
-5.84%SNOWFLAKE INC
Shares4.2K
Event2026-06-30
Filed2026-07-31
VPU
283.79%VANGUARD WORLD FD
Shares5.3K
Event2026-06-30
Filed2026-07-31
QCRH
0.00%QCR HLDGS INC
Shares10.7K
Event2026-06-30
Filed2026-07-31
ORLY
-3.25%OREILLY AUTOMOTIVE INC
Shares11.2K
Event2026-06-30
Filed2026-07-31
INTU
349.60%INTUIT
Shares4.0K
Event2026-06-30
Filed2026-07-31
SCHO
1.92%SCHWAB STRATEGIC TR
Shares42.3K
Event2026-06-30
Filed2026-07-31
VOT
-12.70%VANGUARD INDEX FDS
Shares3.3K
Event2026-06-30
Filed2026-07-31
AEP
149.68%AMERICAN ELEC PWR CO INC
Shares7.4K
Event2026-06-30
Filed2026-07-31
SHM
0.00%SPDR SERIES TRUST
Shares21.0K
Event2026-06-30
Filed2026-07-31
IWO
-7.19%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-31
VBK
0.34%VANGUARD INDEX FDS
Shares2.7K
Event2026-06-30
Filed2026-07-31
VANECK ETF TRUST
42.50%VANECK ETF TRUST
Shares12.8K
Event2026-06-30
Filed2026-07-31
MRVL
-0.34%MARVELL TECHNOLOGY INC
Shares3.2K
Event2026-06-30
Filed2026-07-31
ET
118.27%ENERGY TRANSFER L P
Shares49.7K
Event2026-06-30
Filed2026-07-31
ANET
-11.01%ARISTA NETWORKS INC
Shares5.6K
Event2026-06-30
Filed2026-07-31
VBR
1.06%VANGUARD INDEX FDS
Shares3.9K
Event2026-06-30
Filed2026-07-31
XBI
248.08%SPDR SERIES TRUST
Shares6.0K
Event2026-06-30
Filed2026-07-31
VCTR
NewVICTORY CAP HLDGS INC DEL
Shares11.2K
Event2026-06-30
Filed2026-07-31
CARR
0.59%CARRIER GLOBAL CORPORATION
Shares12.7K
Event2026-06-30
Filed2026-07-31
REZ
NewISHARES TR
Shares9.8K
Event2026-06-30
Filed2026-07-31
RSP
68.04%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-06-30
Filed2026-07-31
CPNG
-2.82%COUPANG INC
Shares53.3K
Event2026-06-30
Filed2026-07-31
IVE
22.20%ISHARES TR
Shares4.1K
Event2026-06-30
Filed2026-07-31
QQQM
-5.61%INVESCO EXCH TRADED FD TR II
Shares3.0K
Event2026-06-30
Filed2026-07-31
XLB
NewSELECT SECTOR SPDR TR
Shares18.0K
Event2026-06-30
Filed2026-07-31
FND
NewFLOOR & DECOR HLDGS INC
Shares15.3K
Event2026-06-30
Filed2026-07-31
MSI
12.86%MOTOROLA SOLUTIONS INC
Shares2.2K
Event2026-06-30
Filed2026-07-31
UBER
42.37%UBER TECHNOLOGIES INC
Shares12.4K
Event2026-06-30
Filed2026-07-31
EPD
82.75%ENTERPRISE PRODS PARTNERS L
Shares24.3K
Event2026-06-30
Filed2026-07-31
OMC
-22.90%OMNICOM GROUP INC
Shares12.2K
Event2026-06-30
Filed2026-07-31
USB
0.16%US BANCORP
Shares14.6K
Event2026-06-30
Filed2026-07-31
VLO
15.88%VALERO ENERGY CORP
Shares3.4K
Event2026-06-30
Filed2026-07-31
KRE
NewSPDR SERIES TRUST
Shares11.7K
Event2026-06-30
Filed2026-07-31
IGM
7.31%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-31
EMB
-12.34%ISHARES TR
Shares8.9K
Event2026-06-30
Filed2026-07-31
CLOUDFLARE INC
-36.39%CLOUDFLARE INC
Shares3.5K
Event2026-06-30
Filed2026-07-31
NBIS
-8.80%NEBIUS GROUP N.V.
Shares3.1K
Event2026-06-30
Filed2026-07-31
BNDX
157.96%VANGUARD CHARLOTTE FDS
Shares17.6K
Event2026-06-30
Filed2026-07-31
APD
9.87%AIR PRODUCTS AND CHEMICALS I
Shares2.9K
Event2026-06-30
Filed2026-07-31
TRGP
NewTARGA RES CORP
Shares3.1K
Event2026-06-30
Filed2026-07-31
NOC
24.26%NORTHROP GRUMMAN CORP
Shares1.6K
Event2026-06-30
Filed2026-07-31
LHX
52.16%L3HARRIS TECHNOLOGIES INC
Shares2.9K
Event2026-06-30
Filed2026-07-31
IWS
3.15%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-31
ADI
-14.49%ANALOG DEVICES INC
Shares2.1K
Event2026-06-30
Filed2026-07-31
HPE
-62.92%HEWLETT PACKARD ENTERPRISE C
Shares17.8K
Event2026-06-30
Filed2026-07-31
OKE
137.85%ONEOK INC NEW
Shares9.2K
Event2026-06-30
Filed2026-07-31
EIC
-0.01%EAGLE POINT INCOME COMPANY I
Shares79.4K
Event2026-06-30
Filed2026-07-31
MELI
5.17%MERCADOLIBRE INC
Shares468
Event2026-06-30
Filed2026-07-31
PAYX
-13.74%PAYCHEX INC
Shares8.0K
Event2026-06-30
Filed2026-07-31
SCHP
NewSCHWAB STRATEGIC TR
Shares29.5K
Event2026-06-30
Filed2026-07-31
HFWA
NewHERITAGE FINL CORP WASH
Shares26.2K
Event2026-06-30
Filed2026-07-31
ADVANCED ENERGY INDS
0.00%ADVANCED ENERGY INDS
Shares2.0K
Event2026-06-30
Filed2026-07-31
XHB
NewSPDR SERIES TRUST
Shares6.5K
Event2026-06-30
Filed2026-07-31
SLV
16.20%ISHARES SILVER TR
Shares13.9K
Event2026-06-30
Filed2026-07-31
BNTX
0.00%BIONTECH SE
Shares7.9K
Event2026-06-30
Filed2026-07-31
IEF
NewISHARES TR
Shares7.8K
Event2026-06-30
Filed2026-07-31
AVBC
0.01%AVIDIA BANCORP INC
Shares34.8K
Event2026-06-30
Filed2026-07-31
SCHW
-1.95%SCHWAB CHARLES CORP
Shares7.9K
Event2026-06-30
Filed2026-07-31
POWERLAW CORP
NewPOWERLAW CORP
Shares49.2K
Event2026-06-30
Filed2026-07-31
SHOP
26.81%SHOPIFY INC
Shares6.3K
Event2026-06-30
Filed2026-07-31
SNDK
NewSANDISK CORP
Shares315
Event2026-06-30
Filed2026-07-31
VGIT
NewVANGUARD SCOTTSDALE FDS
Shares12.1K
Event2026-06-30
Filed2026-07-31
PSX
11.31%PHILLIPS 66
Shares4.2K
Event2026-06-30
Filed2026-07-31
VCIT
63.38%VANGUARD SCOTTSDALE FDS
Shares8.6K
Event2026-06-30
Filed2026-07-31
XLY
NewSELECT SECTOR SPDR TR
Shares6.0K
Event2026-06-30
Filed2026-07-31
BAR
-2.74%GRANITESHARES GOLD TR
Shares17.8K
Event2026-06-30
Filed2026-07-31
PHM
87.65%PULTE GROUP INC
Shares5.1K
Event2026-06-30
Filed2026-07-31
NVS
-18.18%NOVARTIS AG
Shares4.4K
Event2026-06-30
Filed2026-07-31
ETHA
30.73%ISHARES ETHEREUM TR
Shares58.6K
Event2026-06-30
Filed2026-07-31
MS
3.93%MORGAN STANLEY
Shares3.3K
Event2026-06-30
Filed2026-07-31
EQIX
-25.23%EQUINIX INC
Shares661
Event2026-06-30
Filed2026-07-31
DUK
-8.22%DUKE ENERGY CORP NEW
Shares5.4K
Event2026-06-30
Filed2026-07-31
SERVICENOW INC
18.06%SERVICENOW INC
Shares6.8K
Event2026-06-30
Filed2026-07-31
FTNT
-7.00%FORTINET INC
Shares4.4K
Event2026-06-30
Filed2026-07-31
QQQE
NewDIREXION SHARES ETF TRUST
Shares5.5K
Event2026-06-30
Filed2026-07-31
CMI
6.17%CUMMINS INC
Shares929
Event2026-06-30
Filed2026-07-31
ED
133.59%CONSOLIDATED EDISON INC
Shares6.0K
Event2026-06-30
Filed2026-07-31
IWR
-13.74%ISHARES TR
Shares6.0K
Event2026-06-30
Filed2026-07-31
EFV
-26.39%ISHARES TR
Shares8.5K
Event2026-06-30
Filed2026-07-31
TCBK
0.00%TRICO BANCSHARES
Shares12.1K
Event2026-06-30
Filed2026-07-31
MBI
0.00%MBIA INC
Shares99.8K
Event2026-06-30
Filed2026-07-31
P
0.80%EVERPURE INC
Shares8.2K
Event2026-06-30
Filed2026-07-31
WPM
NewWHEATON PRECIOUS METALS CORP
Shares5.8K
Event2026-06-30
Filed2026-07-31
BMRC
0.00%BANK OF MARIN BANCORP
Shares23.3K
Event2026-06-30
Filed2026-07-31
IJR
6.73%ISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-31
CSX
11.22%CSX CORP
Shares13.3K
Event2026-06-30
Filed2026-07-31
EQNR
-49.55%EQUINOR ASA
Shares19.9K
Event2026-06-30
Filed2026-07-31
IBDX
-33.66%ISHARES TR
Shares24.7K
Event2026-06-30
Filed2026-07-31
AGILENT TECHNOLOGIES INC
14.39%AGILENT TECHNOLOGIES INC
Shares4.7K
Event2026-06-30
Filed2026-07-31
IBDV
-33.68%ISHARES TR
Shares28.4K
Event2026-06-30
Filed2026-07-31
IBDW
-33.67%ISHARES TR
Shares29.7K
Event2026-06-30
Filed2026-07-31
IBDT
-33.69%ISHARES TR
Shares24.5K
Event2026-06-30
Filed2026-07-31
BMY
0.21%BRISTOL-MYERS SQUIBB CO
Shares10.6K
Event2026-06-30
Filed2026-07-31
ANGLOGOLD ASHANTI PLC
-1.14%ANGLOGOLD ASHANTI PLC
Shares7.6K
Event2026-06-30
Filed2026-07-31
DSI
NewISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-07-31
ALLISON TRANSMISSION HLDGS I
-16.83%ALLISON TRANSMISSION HLDGS I
Shares5.4K
Event2026-06-30
Filed2026-07-31
CROX
-27.17%CROCS INC
Shares5.0K
Event2026-06-30
Filed2026-07-31
SHV
75.03%ISHARES TR
Shares5.4K
Event2026-06-30
Filed2026-07-31
ACWX
4.32%ISHARES TR
Shares7.9K
Event2026-06-30
Filed2026-07-31
CORTEVA INC
-1.34%CORTEVA INC
Shares7.0K
Event2026-06-30
Filed2026-07-31
SRE
75.89%SEMPRA
Shares6.3K
Event2026-06-30
Filed2026-07-31
ZS
157.99%ZSCALER INC
Shares4.2K
Event2026-06-30
Filed2026-07-31
PMTS
-6.67%CPI CARD GROUP INC
Shares28.0K
Event2026-06-30
Filed2026-07-31
SCHG
2.69%SCHWAB STRATEGIC TR
Shares16.9K
Event2026-06-30
Filed2026-07-31
HAL
-7.11%HALLIBURTON CO
Shares16.8K
Event2026-06-30
Filed2026-07-31
VDC
NewVANGUARD WORLD FD
Shares2.5K
Event2026-06-30
Filed2026-07-31
IBDR
-39.89%ISHARES TR
Shares23.3K
Event2026-06-30
Filed2026-07-31
REGN
94.83%REGENERON PHARMACEUTICALS
Shares904
Event2026-06-30
Filed2026-07-31
KMI
51.69%KINDER MORGAN INC DEL
Shares17.6K
Event2026-06-30
Filed2026-07-31
SYY
-35.98%SYSCO CORP
Shares6.7K
Event2026-06-30
Filed2026-07-31
WMB
NewWILLIAMS COS INC
Shares7.6K
Event2026-06-30
Filed2026-07-31
RBLX
-0.80%ROBLOX CORP
Shares10.2K
Event2026-06-30
Filed2026-07-31
IEI
-61.41%ISHARES TR
Shares4.7K
Event2026-06-30
Filed2026-07-31
SPHQ
0.00%INVESCO EXCHANGE TRADED FD T
Shares6.1K
Event2026-06-30
Filed2026-07-31
SMH
26.42%VANECK ETF TRUST
Shares823
Event2026-06-30
Filed2026-07-31
IBDU
-36.83%ISHARES TR
Shares23.3K
Event2026-06-30
Filed2026-07-31
MSM
-38.78%MSC INDL DIRECT INC
Shares4.5K
Event2026-06-30
Filed2026-07-31
KMB
-0.08%KIMBERLY-CLARK CORP
Shares4.8K
Event2026-06-30
Filed2026-07-31
SOXX
1.23%ISHARES TR
Shares826
Event2026-06-30
Filed2026-07-31
Q
1.86%QNITY ELECTRONICS INC
Shares3.2K
Event2026-06-30
Filed2026-07-31
BEN
-21.67%FRANKLIN RESOURCES INC
Shares15.9K
Event2026-06-30
Filed2026-07-31
CHUBB LIMITED
-3.08%CHUBB LIMITED
Shares1.5K
Event2026-06-30
Filed2026-07-31
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares3.1K
Event2026-06-30
Filed2026-07-31
DHR
-10.23%DANAHER CORP DEL
Shares2.7K
Event2026-06-30
Filed2026-07-31
IBKR
2.07%INTERACTIVE BROKERS GROUP IN
Shares6.0K
Event2026-06-30
Filed2026-07-31
PNC
-1.74%PNC FINL SVCS GROUP INC
Shares2.1K
Event2026-06-30
Filed2026-07-31
SPDR SERIES TRUST
69.86%SPDR SERIES TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-31
CL
-25.24%COLGATE PALMOLIVE CO
Shares5.5K
Event2026-06-30
Filed2026-07-31
SMIG
NewETF SER SOLUTIONS
Shares15.4K
Event2026-06-30
Filed2026-07-31
SNPS
-0.79%SYNOPSYS INC
Shares1.1K
Event2026-06-30
Filed2026-07-31
VOOG
849.14%VANGUARD ADMIRAL FDS INC
Shares6.1K
Event2026-06-30
Filed2026-07-31
VRTX
11.56%VERTEX PHARMACEUTICALS INC
Shares1.0K
Event2026-06-30
Filed2026-07-31
CMCSA
-26.86%COMCAST CORP NEW
Shares20.2K
Event2026-06-30
Filed2026-07-31
COLB
NewCOLUMBIA BKG SYS INC
Shares15.5K
Event2026-06-30
Filed2026-07-31
VOE
4.06%VANGUARD INDEX FDS
Shares2.5K
Event2026-06-30
Filed2026-07-31
VXF
101.00%VANGUARD INDEX FDS
Shares2.0K
Event2026-06-30
Filed2026-07-31
PFF
NewISHARES TR
Shares16.1K
Event2026-06-30
Filed2026-07-31
IWN
0.23%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-31
TMUS
-2.68%T-MOBILE US INC
Shares2.9K
Event2026-06-30
Filed2026-07-31
RIVIAN AUTOMOTIVE INC
4.29%RIVIAN AUTOMOTIVE INC
Shares28.0K
Event2026-06-30
Filed2026-07-31
IBDS
-43.57%ISHARES TR
Shares20.0K
Event2026-06-30
Filed2026-07-31
SOFI
-10.69%SOFI TECHNOLOGIES INC
Shares26.9K
Event2026-06-30
Filed2026-07-31
PRF
0.00%INVESCO EXCHANGE TRADED FD T
Shares8.9K
Event2026-06-30
Filed2026-07-31
ADSK
0.25%AUTODESK INC
Shares2.5K
Event2026-06-30
Filed2026-07-31
KEYS
21.84%KEYSIGHT TECHNOLOGIES INC
Shares1.4K
Event2026-06-30
Filed2026-07-31
KOF
0.84%COCA-COLA FEMSA SAB DE CV
Shares4.5K
Event2026-06-30
Filed2026-07-31
USMV
-13.92%ISHARES TR
Shares4.9K
Event2026-06-30
Filed2026-07-31
DATADOG INC
NewDATADOG INC
Shares1.8K
Event2026-06-30
Filed2026-07-31
NOBL
145.02%PROSHARES TR
Shares8.3K
Event2026-06-30
Filed2026-07-31
XLP
NewSELECT SECTOR SPDR TR
Shares5.6K
Event2026-06-30
Filed2026-07-31
ESGU
-7.39%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-31
ALIBABA GROUP HLDG LTD
3.59%ALIBABA GROUP HLDG LTD
Shares4.8K
Event2026-06-30
Filed2026-07-31
FNDF
11.78%SCHWAB STRATEGIC TR
Shares8.7K
Event2026-06-30
Filed2026-07-31
BLK
19.44%BLACKROCK INC
Shares467
Event2026-06-30
Filed2026-07-31
WASTE MGMT INC DEL
5.66%WASTE MGMT INC DEL
Shares2.0K
Event2026-06-30
Filed2026-07-31
WY
1.44%WEYERHAEUSER CO
Shares18.3K
Event2026-06-30
Filed2026-07-31
RKLB
11.07%ROCKET LAB CORP
Shares4.3K
Event2026-06-30
Filed2026-07-31
RIO
1.69%RIO TINTO PLC
Shares4.6K
Event2026-06-30
Filed2026-07-31
AAXJ
0.00%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-31
SPTM
38.39%SPDR SERIES TRUST
Shares4.8K
Event2026-06-30
Filed2026-07-31
FEDEX FGHT HLDG CO INC
NewFEDEX FGHT HLDG CO INC
Shares2.9K
Event2026-06-30
Filed2026-07-31
SCZ
55.73%ISHARES TR
Shares5.3K
Event2026-06-30
Filed2026-07-31
SHEL
4.57%SHELL PLC
Shares5.6K
Event2026-06-30
Filed2026-07-31
MAGS
-0.01%LISTED FDS TR
Shares6.7K
Event2026-06-30
Filed2026-07-31
VPL
NewVANGUARD INTL EQUITY INDEX F
Shares3.6K
Event2026-06-30
Filed2026-07-31
GSLC
3.84%GOLDMAN SACHS ETF TR
Shares3.0K
Event2026-06-30
Filed2026-07-31
DELL
NewDELL TECHNOLOGIES INC
Shares969
Event2026-06-30
Filed2026-07-31
QLTA
-36.05%ISHARES TR
Shares8.8K
Event2026-06-30
Filed2026-07-31
NRG
NewNRG ENERGY INC
Shares2.8K
Event2026-06-30
Filed2026-07-31
RYTM
0.00%RHYTHM PHARMACEUTICALS INC
Shares3.7K
Event2026-06-30
Filed2026-07-31
SKM
NewSK TELECOM CO LTD
Shares12.8K
Event2026-06-30
Filed2026-07-31
FXZ
NewFIRST TR EXCHANGE-TRADED FD
Shares5.2K
Event2026-06-30
Filed2026-07-31
AEM
NewAGNICO EAGLE MINES LTD
Shares2.6K
Event2026-06-30
Filed2026-07-31
HSBC
8.35%HSBC HLDGS PLC
Shares4.3K
Event2026-06-30
Filed2026-07-31
HUBB
1.57%HUBBELL INC
Shares776
Event2026-06-30
Filed2026-07-31
ICE
-1.05%INTERCONTINENTAL EXCHANGE IN
Shares3.3K
Event2026-06-30
Filed2026-07-31
COPX
29.67%GLOBAL X FDS
Shares5.2K
Event2026-06-30
Filed2026-07-31
SLYG
1.53%SPDR SERIES TRUST
Shares3.4K
Event2026-06-30
Filed2026-07-31
TJX
-11.92%TJX COS INC NEW
Shares2.6K
Event2026-06-30
Filed2026-07-31
CVS
0.10%CVS HEALTH CORP
Shares3.9K
Event2026-06-30
Filed2026-07-31
SITC
0.00%SITE CTRS CORP
Shares100.0K
Event2026-06-30
Filed2026-07-31
SLYV
1.56%SPDR SERIES TRUST
Shares3.6K
Event2026-06-30
Filed2026-07-31
RVMD
0.00%REVOLUTION MEDICINES INC
Shares2.1K
Event2026-06-30
Filed2026-07-31
KR
-17.83%KROGER CO
Shares7.0K
Event2026-06-30
Filed2026-07-31
SCCO
0.23%SOUTHERN COPPER CORP
Shares2.2K
Event2026-06-30
Filed2026-07-31
RSG
12.13%REPUBLIC SVCS INC
Shares1.8K
Event2026-06-30
Filed2026-07-31
GMF
NewSPDR INDEX SHS FDS
Shares2.5K
Event2026-06-30
Filed2026-07-31
THC
0.00%TENET HEALTHCARE CORP
Shares2.0K
Event2026-06-30
Filed2026-07-31
EXEL
-0.39%EXELIXIS INC
Shares7.0K
Event2026-06-30
Filed2026-07-31
LEA
-1.49%LEAR CORP
Shares2.8K
Event2026-06-30
Filed2026-07-31
UAMY
2.00%UNITED STATES ANTIMONY CORP
Shares51.0K
Event2026-06-30
Filed2026-07-31
ESGE
0.96%ISHARES INC
Shares6.7K
Event2026-06-30
Filed2026-07-31
DVN
11.74%DEVON ENERGY CORP NEW
Shares8.9K
Event2026-06-30
Filed2026-07-31
NOA
0.00%NORTH AMERN CONSTR GROUP LTD
Shares27.5K
Event2026-06-30
Filed2026-07-31
J P MORGAN EXCHANGE TRADED F
12.75%J P MORGAN EXCHANGE TRADED F
Shares5.9K
Event2026-06-30
Filed2026-07-31
BXMT
NewBLACKSTONE MORTGAGE TRUST IN
Shares21.2K
Event2026-06-30
Filed2026-07-31
PH
-8.96%PARKER-HANNIFIN CORP
Shares366
Event2026-06-30
Filed2026-07-31
CRCL
44.52%CIRCLE INTERNET GROUP INC
Shares5.7K
Event2026-06-30
Filed2026-07-31
QTUM
NewETF SER SOLUTIONS
Shares2.1K
Event2026-06-30
Filed2026-07-31
ITW
30.78%ILLINOIS TOOL WKS INC
Shares1.3K
Event2026-06-30
Filed2026-07-31
UNITY SOFTWARE INC
-0.81%UNITY SOFTWARE INC
Shares12.3K
Event2026-06-30
Filed2026-07-31
DIA
-17.79%STATE STR SPDR DOW JONES IND
Shares661
Event2026-06-30
Filed2026-07-31
MGK
442.19%VANGUARD WORLD FD
Shares3.9K
Event2026-06-30
Filed2026-07-31
FNDA
14.17%SCHWAB STRATEGIC TR
Shares9.0K
Event2026-06-30
Filed2026-07-31
RGLD
NewROYAL GOLD INC
Shares1.7K
Event2026-06-30
Filed2026-07-31
BITB
-54.06%BITWISE BITCOIN ETF TR
Shares10.6K
Event2026-06-30
Filed2026-07-31
XLI
-0.65%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-06-30
Filed2026-07-31
SPYD
NewSPDR SERIES TRUST
Shares7.0K
Event2026-06-30
Filed2026-07-31
MRNA
20.18%MODERNA INC
Shares4.8K
Event2026-06-30
Filed2026-07-31
MPLX
NewMPLX LP
Shares5.9K
Event2026-06-30
Filed2026-07-31
BKNG
870.31%BOOKING HOLDINGS INC
Shares1.9K
Event2026-06-30
Filed2026-07-31
KKR
41.83%KKR & CO INC
Shares3.6K
Event2026-06-30
Filed2026-07-31
BHP
10.88%BHP BILLITON LIMITED
Shares3.9K
Event2026-06-30
Filed2026-07-31
XYZ
-9.57%BLOCK INC
Shares4.3K
Event2026-06-30
Filed2026-07-31
CEF
0.00%SPROTT ASSET MANAGEMENT LP
Shares8.0K
Event2026-06-30
Filed2026-07-31
VDE
-20.72%VANGUARD WORLD FD
Shares2.1K
Event2026-06-30
Filed2026-07-31
PXH
2.89%INVESCO EXCH TRADED FD TR II
Shares11.4K
Event2026-06-30
Filed2026-07-31
ROK
-0.47%ROCKWELL AUTOMATION INC
Shares635
Event2026-06-30
Filed2026-07-31
NWL
-49.47%NEWELL BRANDS INC
Shares51.1K
Event2026-06-30
Filed2026-07-31
REXR
NewREXFORD INDL RLTY INC
Shares9.3K
Event2026-06-30
Filed2026-07-31
SOLS
21.79%SOLSTICE ADVANCED MATLS INC
Shares3.5K
Event2026-06-30
Filed2026-07-31
HOOD
NewROBINHOOD MKTS INC
Shares3.1K
Event2026-06-30
Filed2026-07-31
BROS
NewDUTCH BROS INC
Shares4.3K
Event2026-06-30
Filed2026-07-31
BG
-7.08%BUNGE GLOBAL SA
Shares2.9K
Event2026-06-30
Filed2026-07-31
ASTRAZENECA PLC
14.95%ASTRAZENECA PLC
Shares1.6K
Event2026-06-30
Filed2026-07-31
EWY
NewISHARES INC
Shares1.5K
Event2026-06-30
Filed2026-07-31
BTC
18.95%GRAYSCALE BITCOIN MINI TR ET
Shares11.6K
Event2026-06-30
Filed2026-07-31
BAB
-36.23%INVESCO EXCH TRADED FD TR II
Shares11.2K
Event2026-06-30
Filed2026-07-31
IBMR
0.00%ISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-07-31
YUM
0.16%YUM BRANDS INC
Shares1.9K
Event2026-06-30
Filed2026-07-31
IBMS
0.00%ISHARES TR
Shares11.4K
Event2026-06-30
Filed2026-07-31
RY
2.67%ROYAL BK CDA
Shares1.4K
Event2026-06-30
Filed2026-07-31
OXY
-0.38%OCCIDENTAL PETE CORP
Shares6.0K
Event2026-06-30
Filed2026-07-31
COKE
0.00%COCA COLA CONS INC
Shares1.5K
Event2026-06-30
Filed2026-07-31
PRU
4.53%PRUDENTIAL FINL INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
UPS
-2.34%UNITED PARCEL SVCS INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
FLOT
-36.26%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-07-31
AON
-26.86%AON PLC
Shares874
Event2026-06-30
Filed2026-07-31
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares2.1K
Event2026-06-30
Filed2026-07-31
VONG
0.80%VANGUARD SCOTTSDALE FDS
Shares2.3K
Event2026-06-30
Filed2026-07-31
SPTS
-36.86%SPDR SERIES TRUST
Shares9.8K
Event2026-06-30
Filed2026-07-31
DOCU
-12.06%DOCUSIGN INC
Shares6.4K
Event2026-06-30
Filed2026-07-31
MTUM
NewISHARES TR
Shares831
Event2026-06-30
Filed2026-07-31
SCHA
10.77%SCHWAB STRATEGIC TR
Shares7.8K
Event2026-06-30
Filed2026-07-31
NUE
-12.22%NUCOR CORP
Shares1.3K
Event2026-06-30
Filed2026-07-31
SCHM
NewSCHWAB STRATEGIC TR
Shares7.6K
Event2026-06-30
Filed2026-07-31
IYY
0.00%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-31
CVNA
NewCARVANA CO
Shares4.1K
Event2026-06-30
Filed2026-07-31
TFPM
1.12%TRIPLE FLAG PRECIOUS METAL
Shares9.0K
Event2026-06-30
Filed2026-07-31
CWEN
NewCLEARWAY ENERGY INC
Shares7.9K
Event2026-06-30
Filed2026-07-31
JPST
NewJ P MORGAN EXCHANGE TRADED F
Shares5.3K
Event2026-06-30
Filed2026-07-31
IBHJ
-24.97%ISHARES TR
Shares10.0K
Event2026-06-30
Filed2026-07-31
IBHH
-24.95%ISHARES TR
Shares11.2K
Event2026-06-30
Filed2026-07-31
NLR
1.34%VANECK ETF TRUST
Shares2.3K
Event2026-06-30
Filed2026-07-31
Call Option Holdings
PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC800 sharesnew addition2026-06-302026-07-31
PYPL Call
250.00%PAYPAL HLDGS INC
Shares35.0K
Event2026-06-30
Filed2026-07-31
TSLA Call
0.00%TESLA INC
Shares1.6K
Event2026-06-30
Filed2026-07-31
NVDA Call
-30.43%NVIDIA CORPORATION
Shares3.2K
Event2026-06-30
Filed2026-07-31
QQQ Call
-50.00%INVESCO QQQ TR
Shares800
Event2026-06-30
Filed2026-07-31
AMD Call
0.00%ADVANCED MICRO DEVICES INC
Shares700
Event2026-06-30
Filed2026-07-31
SMH Call
150.00%VANECK ETF TRUST
Shares500
Event2026-06-30
Filed2026-07-31
SLV Call
0.00%ISHARES SILVER TR
Shares5.0K
Event2026-06-30
Filed2026-07-31
IWM Call
-50.00%ISHARES TR
Shares800
Event2026-06-30
Filed2026-07-31
WMT Call
0.00%WALMART INC
Shares1.4K
Event2026-06-30
Filed2026-07-31
BROADCOM INC Call
0.00%BROADCOM INC
Shares400
Event2026-06-30
Filed2026-07-31
XLV Call
NewSELECT SECTOR SPDR TR
Shares900
Event2026-06-30
Filed2026-07-31
C Call
NewCITIGROUP INC
Shares800
Event2026-06-30
Filed2026-07-31
NKE Call
22.73%NIKE INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
GOOGL Call
NewALPHABET INC
Shares300
Event2026-06-30
Filed2026-07-31
PALANTIR TECHNOLOGIES INC Call
NewPALANTIR TECHNOLOGIES INC
Shares800
Event2026-06-30
Filed2026-07-31
AAPL Call
NewAPPLE INC
Shares300
Event2026-06-30
Filed2026-07-31
COP Call
NewCONOCOPHILLIPS
Shares800
Event2026-06-30
Filed2026-07-31
ICE Call
NewINTERCONTINENTAL EXCHANGE IN
Shares400
Event2026-06-30
Filed2026-07-31
TSM Call
NewTAIWAN SEMICONDUCTOR MANUFAC
Shares100
Event2026-06-30
Filed2026-07-31
GOOG Call
NewALPHABET INC
Shares100
Event2026-06-30
Filed2026-07-31
B Call
NewBARRICK MNG CORP
Shares800
Event2026-06-30
Filed2026-07-31
INTC Call
-87.50%INTEL CORP
Shares200
Event2026-06-30
Filed2026-07-31
HAL Call
NewHALLIBURTON CO
Shares800
Event2026-06-30
Filed2026-07-31
XLE Call
NewSELECT SECTOR SPDR TR
Shares500
Event2026-06-30
Filed2026-07-31
RKLB Call
NewROCKET LAB CORP
Shares200
Event2026-06-30
Filed2026-07-31
LYFT INC Call
NewLYFT INC
Shares1.0K
Event2026-06-30
Filed2026-07-31
Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T400 shares-71.43%2026-06-302026-07-31
PALANTIR TECHNOLOGIES INC Put PutPALANTIR TECHNOLOGIES INC800 sharesnew addition2026-06-302026-07-31
GOOG Put
NewALPHABET INC
Shares9.8K
Event2026-06-30
Filed2026-07-31
GOOGL Put
NewALPHABET INC
Shares7.2K
Event2026-06-30
Filed2026-07-31
QQQ Put
-25.00%INVESCO QQQ TR
Shares1.2K
Event2026-06-30
Filed2026-07-31
DIA Put
NewSTATE STR SPDR DOW JONES IND
Shares800
Event2026-06-30
Filed2026-07-31
STATE STR SPDR S&P 500 ETF T Put
-71.43%STATE STR SPDR S&P 500 ETF T
Shares400
Event2026-06-30
Filed2026-07-31
IWM Put
-50.00%ISHARES TR
Shares800
Event2026-06-30
Filed2026-07-31
IBM Put
NewINTERNATIONAL BUSINESS MACHS
Shares600
Event2026-06-30
Filed2026-07-31
WMT Put
0.00%WALMART INC
Shares1.4K
Event2026-06-30
Filed2026-07-31
XLV Put
NewSELECT SECTOR SPDR TR
Shares800
Event2026-06-30
Filed2026-07-31
C Put
NewCITIGROUP INC
Shares800
Event2026-06-30
Filed2026-07-31
NKE Put
22.73%NIKE INC
Shares2.7K
Event2026-06-30
Filed2026-07-31
PALANTIR TECHNOLOGIES INC Put
NewPALANTIR TECHNOLOGIES INC
Shares800
Event2026-06-30
Filed2026-07-31
COP Put
NewCONOCOPHILLIPS
Shares800
Event2026-06-30
Filed2026-07-31
B Put
NewBARRICK MNG CORP
Shares800
Event2026-06-30
Filed2026-07-31
HAL Put
NewHALLIBURTON CO
Shares800
Event2026-06-30
Filed2026-07-31
XLE Put
NewSELECT SECTOR SPDR TR
Shares500
Event2026-06-30
Filed2026-07-31