Sponsored

The Analysis of GRIMES & Co WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, GRIMES & Co WEALTH MANAGEMENT, LLC holds 449 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in HYG (+2.1M shares, valued at $166.9M), JNK (+1.6M shares, valued at $157.9M), VUG (+584.5K shares, valued at $50.3M); decreased their positions in XLC (-250.1K shares, valued at $26.8M), RSP (-55.4K shares, valued at $11.8M), TROW (-85.9K shares, valued at $9.8M); initiated new positions in JNK (+1.6M shares, valued at $157.9M), HYD (+968.8K shares, valued at $49.9M), IGV (+73.0K shares, valued at $6.6M).

1M P&L

+28.5M+0.77%

3M P&L

+49.5M+1.35%

HY P&L

+33.9M+0.92%

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/A2.3B

62.8%

2Semiconductors261.7M

7.0%

3Drug Manufacturers - General146.3M

3.9%

Top Industries by Stock Count

1N/A159 stocks

40.4%

2Biotechnology11 stocks

2.8%

3Specialty Industrial Machinery11 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD INDEX FDS1.2M shares3.30%2026-06-302026-07-17

ISHARES TR ISHARES TR3.7M shares2.77%2026-06-302026-07-17

IEMG ISHARES INC2.5M shares0.12%2026-06-302026-07-17

ISHARES TR ISHARES TR258.8K shares6.33%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR925.3K shares27.90%2026-06-302026-07-17

HYG ISHARES TR2.2M shares2054.59%2026-06-302026-07-17

SJNK SPDR SERIES TRUST6.8M shares-1.04%2026-06-302026-07-17

JNK SPDR SERIES TRUST1.6M sharesnew addition2026-06-302026-07-17

Sponsored

JHML JOHN HANCOCK EXCHANGE TRADED1.5M shares-2.63%2026-06-302026-07-17

AAPL APPLE INC426.0K shares0.37%2026-06-302026-07-17

NVDA NVIDIA CORPORATION343.7K shares0.44%2026-06-302026-07-17

MSFT MICROSOFT CORP177.5K shares1.82%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC134.8K shares1.07%2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR335.8K shares105.75%2026-06-302026-07-17

VUG VANGUARD INDEX FDS703.4K shares491.48%2026-06-302026-07-17

XLV SELECT SECTOR SPDR TR340.0K shares8.97%2026-06-302026-07-17

Sponsored

AMD ADVANCED MICRO DEVICES INC89.9K shares1.09%2026-06-302026-07-17

HYD VANECK ETF TRUST968.8K sharesnew addition2026-06-302026-07-17

GOOGL ALPHABET INC132.8K shares-0.47%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC62.8K shares-0.59%2026-06-302026-07-17

AVLC AMERICAN CENTY ETF TR493.4K shares11.15%2026-06-302026-07-17

XLC SELECT SECTOR SPDR TR390.5K shares-39.04%2026-06-302026-07-17

AMZN AMAZON COM INC175.1K shares2.75%2026-06-302026-07-17

RSP INVESCO EXCHANGE TRADED FD T192.8K shares-22.31%2026-06-302026-07-17

Sponsored

PRF INVESCO EXCHANGE TRADED FD T746.0K shares-2.06%2026-06-302026-07-17

GOOG ALPHABET INC103.5K shares18.21%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR627.0K shares113.71%2026-06-302026-07-17

XLP SELECT SECTOR SPDR TR404.1K shares22.02%2026-06-302026-07-17

XLY SELECT SECTOR SPDR TR275.4K shares228.42%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC27.6K shares1.22%2026-06-302026-07-17

HPE HEWLETT PACKARD ENTERPRISE C684.6K shares-4.12%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON120.4K shares0.36%2026-06-302026-07-17

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO93.0K shares-1.38%2026-06-302026-07-17

JIRE J P MORGAN EXCHANGE TRADED F365.2K shares18.54%2026-06-302026-07-17

AMGN AMGEN INC80.6K shares-0.01%2026-06-302026-07-17

QCOM QUALCOMM INC157.8K shares-0.58%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC235.2K shares-0.39%2026-06-302026-07-17

ABBVIE INC ABBVIE INC103.6K shares-5.63%2026-06-302026-07-17

DFAE DIMENSIONAL ETF TRUST644.6K shares7.90%2026-06-302026-07-17

BROADCOM INC BROADCOM INC67.0K shares1.22%2026-06-302026-07-17

Sponsored

ETN EATON CORP PLC59.3K shares0.30%2026-06-302026-07-17

RF REGIONS FINANCIAL CORP NEW835.6K shares-0.12%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC43.8K shares0.88%2026-06-302026-07-17

FTXL FIRST TR EXCHANGE TRADED FD81.6K shares-2.33%2026-06-302026-07-17

XLB SELECT SECTOR SPDR TR444.8K shares6.60%2026-06-302026-07-17

ASML ASML HLDG NV11.1K shares-1.84%2026-06-302026-07-17

XLE SELECT SECTOR SPDR TR410.0K shares5.47%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO370.9K shares-0.05%2026-06-302026-07-17

Sponsored

RMIF ETF SER SOLUTIONS830.8K shares-11.12%2026-06-302026-07-17

PFE PFIZER INC805.1K shares1.23%2026-06-302026-07-17

KLAC KLA CORP63.6K shares690.03%2026-06-302026-07-17

IJR ISHARES TR123.1K shares-0.63%2026-06-302026-07-17

EOG EOG RES INC134.8K shares0.10%2026-06-302026-07-17

GILD GILEAD SCIENCES INC138.0K shares-7.21%2026-06-302026-07-17

VISA INC VISA INC50.6K shares-2.71%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP122.6K shares4.69%2026-06-302026-07-17

Sponsored

ISHARES TR ISHARES TR163.5K shares7.15%2026-06-302026-07-17

BAC BANK OF AMER CORP283.6K shares1.64%2026-06-302026-07-17

SGOV ISHARES TR159.0K shares-10.49%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.1K shares0.72%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP140.1K shares3.15%2026-06-302026-07-17

INCY INCYTE CORP134.4K shares-1.43%2026-06-302026-07-17

MEDTRONIC PLC MEDTRONIC PLC179.6K shares0.97%2026-06-302026-07-17

IJH ISHARES TR180.4K shares0.41%2026-06-302026-07-17

Sponsored

SCHX SCHWAB STRATEGIC TR463.0K shares18.36%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO40.2K shares2.46%2026-06-302026-07-17

IWM ISHARES TR44.1K shares-0.12%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL24.4K shares2.87%2026-06-302026-07-17

HSY HERSHEY CO67.5K shares21.19%2026-06-302026-07-17

CVX CHEVRON CORPORATION70.2K shares2.14%2026-06-302026-07-17

CRM SALESFORCE INC72.6K shares-3.07%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS225.6K shares0.67%2026-06-302026-07-17

Sponsored

VZ VERIZON COMMUNICATIONS INC264.3K shares1.35%2026-06-302026-07-17

DIS DISNEY WALT CO112.8K shares-0.09%2026-06-302026-07-17

FTEC FIDELITY COVINGTON TRUST37.1K shares-1.01%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP112.7K shares308.03%2026-06-302026-07-17

SLB SLB LIMITED223.6K shares-1.09%2026-06-302026-07-17

EFA ISHARES TR99.5K shares0.22%2026-06-302026-07-17

PEP PEPSICO INC74.7K shares1.99%2026-06-302026-07-17

TROW PRICE T ROWE GROUP INC88.3K shares-49.31%2026-06-302026-07-17

Sponsored

LLY ELI LILLY & CO8.2K shares2.39%2026-06-302026-07-17

GNRC GENERAC HLDGS INC33.6K shares-6.08%2026-06-302026-07-17

ABT ABBOTT LABORATORIES107.5K shares-10.34%2026-06-302026-07-17

GSK PLC GSK PLC182.7K shares0.24%2026-06-302026-07-17

INTC INTEL CORP67.9K shares30.38%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP17.2K shares1.49%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION45.7K shares0.64%2026-06-302026-07-17

TXT TEXTRON INC92.9K shares-25.57%2026-06-302026-07-17

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND67.8K shares2.57%2026-06-302026-07-17

ZION ZIONS BANCORPORATION NATL AS121.2K shares0.19%2026-06-302026-07-17

VOO VANGUARD INDEX FDS11.7K shares1.68%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR285.0K shares-0.13%2026-06-302026-07-17

AME AMETEK INC30.4K shares-0.81%2026-06-302026-07-17

BIIB BIOGEN INC33.9K shares-2.33%2026-06-302026-07-17

GE GE AEROSPACE19.2K shares-2.64%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING IN31.4K shares845.70%2026-06-302026-07-17

Sponsored

VEA VANGUARD TAX-MANAGED FDS97.1K shares6.26%2026-06-302026-07-17

LRCX LAM RESEARCH CORP15.9K shares-13.83%2026-06-302026-07-17

ADOBE INC ADOBE INC33.0K shares-4.12%2026-06-302026-07-17

XYL XYLEM INC56.5K shares-3.21%2026-06-302026-07-17

GEV GE VERNOVA INC5.7K shares5.70%2026-06-302026-07-17

IGV ISHARES TR73.0K sharesnew addition2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC13.1K shares-1.91%2026-06-302026-07-17

CLX CLOROX CO DEL67.2K shares4.75%2026-06-302026-07-17

Sponsored

CMCSA COMCAST CORP NEW257.6K shares5.85%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS21.0K shares-6.94%2026-06-302026-07-17

JHMM JOHN HANCOCK EXCHANGE TRADED77.7K shares0.02%2026-06-302026-07-17

BK BANK OF NY MELLON CORP40.0K shares7.23%2026-06-302026-07-17

PKG PACKAGING CORP AMER24.1K shares3.45%2026-06-302026-07-17

WMT WALMART INC50.7K shares2.54%2026-06-302026-07-17

CAT CATERPILLAR INC5.3K shares1.19%2026-06-302026-07-17

TSLA TESLA INC13.4K shares5.93%2026-06-302026-07-17

Sponsored

ALGN ALIGN TECHNOLOGY INC33.2K shares-1.55%2026-06-302026-07-17

USB US BANCORP89.3K shares9.67%2026-06-302026-07-17

TPL TEXAS PACIFIC LAND CORPORATI12.3K shares-0.14%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.0K shares0.64%2026-06-302026-07-17

MRK MERCK & CO INC41.3K shares3.03%2026-06-302026-07-17

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.2K shares2.60%2026-06-302026-07-17

TXN TEXAS INSTRS INC17.4K shares-22.00%2026-06-302026-07-17

PG PROCTER & GAMBLE CO35.2K shares-0.28%2026-06-302026-07-17

Sponsored

VBK VANGUARD INDEX FDS14.1K shares-0.16%2026-06-302026-07-17

NVO NOVO-NORDISK A S106.2K shares1.08%2026-06-302026-07-17

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC36.4K shares5.36%2026-06-302026-07-17

QQQ INVESCO QQQ TR6.7K shares-0.46%2026-06-302026-07-17

CTSH COGNIZANT TECHNOLOGY SOLUTIO122.4K shares-1.16%2026-06-302026-07-17

TJX TJX COS INC NEW31.2K shares11.99%2026-06-302026-07-17

SUSA ISHARES TR30.2K shares3.17%2026-06-302026-07-17

OMC OMNICOM GROUP INC63.4K sharesnew addition2026-06-302026-07-17

Sponsored

DIA STATE STR SPDR DOW JONES IND8.8K shares-0.18%2026-06-302026-07-17

ADSK AUTODESK INC23.6K sharesnew addition2026-06-302026-07-17

PAYX PAYCHEX INC44.5K shares-55.46%2026-06-302026-07-17

HD HOME DEPOT INC12.2K shares6.57%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.4K shares-13.41%2026-06-302026-07-17

KO COCA COLA CO52.7K shares6.32%2026-06-302026-07-17

TEAM ATLASSIAN CORPORATION55.1K sharesnew addition2026-06-302026-07-17

VIS VANGUARD WORLD FD11.8K shares-6.51%2026-06-302026-07-17

Sponsored

FDIS FIDELITY COVINGTON TRUST38.9K shares-5.06%2026-06-302026-07-17

SPSM SPDR SERIES TRUST69.2K shares-1.77%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.3K shares1.55%2026-06-302026-07-17

SPEM SPDR INDEX SHS FDS76.9K shares0.89%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F66.0K shares-1.97%2026-06-302026-07-17

IWF ISHARES TR30.9K shares324.49%2026-06-302026-07-17

ABNB AIRBNB INC26.5K sharesnew addition2026-06-302026-07-17

EEM ISHARES TR54.8K shares0.06%2026-06-302026-07-17

Sponsored

GS GOLDMAN SACHS GROUP INC3.7K shares0.55%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC34.6K shares2.03%2026-06-302026-07-17

CGW INVESCO EXCH TRADED FD TR II56.4K shares-1.84%2026-06-302026-07-17

XSD SPDR SERIES TRUST5.9K shares-0.67%2026-06-302026-07-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.9K shares14.33%2026-06-302026-07-17

IBB ISHARES TR19.4K shares29.28%2026-06-302026-07-17

BKLN INVESCO EXCH TRADED FD TR II179.4K shares3.03%2026-06-302026-07-17

TD TORONTO DOMINION BK ONT30.0K shares0.20%2026-06-302026-07-17

Sponsored

WELL WELLTOWER INC16.0K shares25.86%2026-06-302026-07-17

MCD MCDONALDS CORP13.4K shares-33.28%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS22.9K shares0.28%2026-06-302026-07-17

DGRO ISHARES TR47.6K shares5.44%2026-06-302026-07-17

MS MORGAN STANLEY17.1K shares46.92%2026-06-302026-07-17

ZM ZOOM COMMUNICATIONS INC41.1K shares-5.95%2026-06-302026-07-17

IYT ISHARES TR40.7K shares-5.62%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares2.90%2026-06-302026-07-17

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION21.4K shares1.83%2026-06-302026-07-17

LRGF ISHARES TR41.3K shares-2.28%2026-06-302026-07-17

SERVICENOW INC SERVICENOW INC31.4K sharesnew addition2026-06-302026-07-17

WFC WELLS FARGO & CO37.0K shares-0.77%2026-06-302026-07-17

IWN ISHARES TR13.2K shares0.21%2026-06-302026-07-17

VIG VANGUARD SPECIALIZED FUNDS12.4K shares1.58%2026-06-302026-07-17

UNP UNION PAC CORP10.6K shares29.45%2026-06-302026-07-17

DE DEERE & CO4.5K shares6.05%2026-06-302026-07-17

Sponsored

IWD ISHARES TR11.6K shares-1.18%2026-06-302026-07-17

ESGD ISHARES TR26.5K shares1.30%2026-06-302026-07-17

XBI SPDR SERIES TRUST17.1K shares252.14%2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC9.9K shares0.80%2026-06-302026-07-17

ESML ISHARES TR47.5K shares0.76%2026-06-302026-07-17

BINC BLACKROCK ETF TRUST II50.1K shares-7.10%2026-06-302026-07-17

EXPE EXPEDIA GROUP INC10.2K shares269.34%2026-06-302026-07-17

CFG CITIZENS FINL GROUP INC37.1K shares48.67%2026-06-302026-07-17

Sponsored

SCHE SCHWAB STRATEGIC TR71.4K shares-3.27%2026-06-302026-07-17

SBUX STARBUCKS CORP25.3K shares116.30%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC28.5K shares51.66%2026-06-302026-07-17

IEO ISHARES TR22.5K shares-6.14%2026-06-302026-07-17

MNST MONSTER BEVERAGE CORP NEW25.3K shares7.65%2026-06-302026-07-17

AJG GALLAGHER ARTHUR J & CO10.6K shares-0.17%2026-06-302026-07-17

FTSL FIRST TR EXCHANGE-TRADED FD53.6K shares-6.67%2026-06-302026-07-17

VOE VANGUARD INDEX FDS11.6K shares0.71%2026-06-302026-07-17

Sponsored

VGT VANGUARD WORLD FD19.2K shares934.72%2026-06-302026-07-17

IDEXX LABS INC IDEXX LABS INC4.3K shares-0.21%2026-06-302026-07-17

VTV VANGUARD INDEX FDS10.3K shares6.57%2026-06-302026-07-17

COP CONOCOPHILLIPS21.0K shares11.81%2026-06-302026-07-17

GLD SPDR GOLD TR5.9K shares0.83%2026-06-302026-07-17

QUANTA SVCS INC QUANTA SVCS INC3.0K shares22.60%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC11.7K shares-0.38%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS28.8K shares8.04%2026-06-302026-07-17

Sponsored

APH AMPHENOL CORP11.6K shares1.00%2026-06-302026-07-17

SYK STRYKER CORPORATION6.5K shares6.28%2026-06-302026-07-17

VCR VANGUARD WORLD FD5.1K shares-3.29%2026-06-302026-07-17

VIK VIKING HOLDINGS LTD18.9K shares82.22%2026-06-302026-07-17

GGG GRACO INC26.1K shares-6.75%2026-06-302026-07-17

HWM HOWMET AEROSPACE INC7.3K shares9.48%2026-06-302026-07-17

SPTI SPDR SERIES TRUST68.1K sharesnew addition2026-06-302026-07-17

EW EDWARDS LIFESCIENCES CORP21.2K sharesnew addition2026-06-302026-07-17

Sponsored

ORACLE CORP ORACLE CORP13.0K shares-2.88%2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR52.5K shares2.00%2026-06-302026-07-17

CAH CARDINAL HEALTH INC8.0K shares6.99%2026-06-302026-07-17

C CITIGROUP INC13.4K shares13.04%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC4.2K shares64.51%2026-06-302026-07-17

EXPD EXPEDITORS INTL WASH INC11.0K shares-0.73%2026-06-302026-07-17

ARCH CAP GROUP LTD ARCH CAP GROUP LTD17.7K sharesnew addition2026-06-302026-07-17

FREEPORT MCMORAN INC FREEPORT MCMORAN INC26.5K shares471.07%2026-06-302026-07-17

Sponsored

ETR ENTERGY CORP NEW14.1K shares28.22%2026-06-302026-07-17

WAT WATERS CORP4.3K sharesnew addition2026-06-302026-07-17

GM GENERAL MTRS CO20.2K shares6.79%2026-06-302026-07-17

LIN LINDE PLC2.9K shares159.84%2026-06-302026-07-17

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-17

MMC MARSH & MCLENNAN COS INC9.0K shares2.57%2026-06-302026-07-17

3M CO 3M CO9.2K shares-54.39%2026-06-302026-07-17

LEA LEAR CORP11.0K shares-5.52%2026-06-302026-07-17

Sponsored

ESGE ISHARES INC26.8K shares-2.67%2026-06-302026-07-17

GLW CORNING INC5.7K shares18.33%2026-06-302026-07-17

DVY ISHARES TR9.3K shares0.35%2026-06-302026-07-17

MTB M & T BK CORP6.1K shares0.02%2026-06-302026-07-17

PSX PHILLIPS 668.6K shares0.15%2026-06-302026-07-17

KCE SPDR SERIES TRUST9.7K shares-5.66%2026-06-302026-07-17

MUSA MURPHY USA INC2.6K shares0.00%2026-06-302026-07-17

EMR EMERSON ELEC CO9.9K shares-2.06%2026-06-302026-07-17

Sponsored

DHR DANAHER CORP DEL7.0K shares-49.23%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW10.5K shares8.41%2026-06-302026-07-17

MPC MARATHON PETE CORP5.1K shares1.62%2026-06-302026-07-17

VXUS VANGUARD STAR FDS14.9K shares2.03%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC2.6K shares0.58%2026-06-302026-07-17

MUNI PIMCO ETF TR24.0K shares21.15%2026-06-302026-07-17

LOW LOWES COS INC5.7K shares-10.89%2026-06-302026-07-17

VO VANGUARD INDEX FDS15.7K shares311.86%2026-06-302026-07-17

Sponsored

URI UNITED RENTALS INC1.1K sharesnew addition2026-06-302026-07-17

SRLN SSGA ACTIVE ETF TR31.0K shares1.51%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO13.0K shares-0.38%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR42.9K shares0.26%2026-06-302026-07-17

SOXX ISHARES TR1.9K shares-2.69%2026-06-302026-07-17

VOT VANGUARD INDEX FDS3.9K shares4.93%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.16.8K shares0.19%2026-06-302026-07-17

VLO VALERO ENERGY CORP4.6K shares0.48%2026-06-302026-07-17

Sponsored

MFC MANULIFE FINL CORP29.0K shares2.12%2026-06-302026-07-17

VBR VANGUARD INDEX FDS4.8K shares0.40%2026-06-302026-07-17

CL COLGATE PALMOLIVE CO12.5K shares-1.12%2026-06-302026-07-17

PSI INVESCO EXCHANGE TRADED FD T6.0K shares-6.27%2026-06-302026-07-17

HONEYWELL INTL INC HONEYWELL INTL INC5.0K sharesnew addition2026-06-302026-07-17

BA BOEING CO5.1K shares-34.17%2026-06-302026-07-17

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.9K sharesnew addition2026-06-302026-07-17

WDC WESTERN DIGITAL CORP1.7K sharesnew addition2026-06-302026-07-17

Sponsored

HLT HILTON WORLDWIDE HLDGS INC3.1K shares89.27%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF30.9K shares1.00%2026-06-302026-07-17

MGK VANGUARD WORLD FD11.6K shares395.61%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR32.0K shares1.03%2026-06-302026-07-17

CORTEVA INC CORTEVA INC12.0K shares-36.78%2026-06-302026-07-17

PCAR PACCAR INC8.4K shares-7.13%2026-06-302026-07-17

VFH VANGUARD WORLD FD7.6K sharesnew addition2026-06-302026-07-17

LNC LINCOLN NATL CORP IND28.3K shares0.13%2026-06-302026-07-17

Sponsored

MO ALTRIA GROUP INC13.5K shares2.39%2026-06-302026-07-17

SOXQ INVESCO EXCH TRADED FD TR II8.6K shares-1.68%2026-06-302026-07-17

TGT TARGET CORP7.3K shares-0.54%2026-06-302026-07-17

GBTC GRAYSCALE BITCOIN TRUST ETF20.6K shares-1.20%2026-06-302026-07-17

ACWX ISHARES TR12.3K shares7.19%2026-06-302026-07-17

IWR ISHARES TR8.5K shares6.89%2026-06-302026-07-17

RSPC INVESCO EXCHANGE TRADED FD T26.3K shares-3.17%2026-06-302026-07-17

SPDR SERIES TRUST SPDR SERIES TRUST10.5K shares-78.94%2026-06-302026-07-17

Sponsored

IYW ISHARES TR3.5K shares3.94%2026-06-302026-07-17

SDY SPDR SERIES TRUST5.8K shares0.54%2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.7K shares4.49%2026-06-302026-07-17

RHI ROBERT HALF INC.28.8K shares-25.55%2026-06-302026-07-17

SYY SYSCO CORP10.6K shares-0.37%2026-06-302026-07-17

CARR CARRIER GLOBAL CORPORATION11.7K shares0.69%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC1.7K shares-9.07%2026-06-302026-07-17

OEF ISHARES TR2.3K shares0.17%2026-06-302026-07-17

Sponsored

SMHX VANECK ETF TRUST12.9K shares-4.23%2026-06-302026-07-17

TRMK TRUSTMARK CORP17.9K shares-9.48%2026-06-302026-07-17

VV VANGUARD INDEX FDS2.3K shares-5.82%2026-06-302026-07-17

SMH VANECK ETF TRUST1.2K shares-0.81%2026-06-302026-07-17

CHUBB LIMITED CHUBB LIMITED2.3K shares0.48%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC2.3K shares21.33%2026-06-302026-07-17

SPYV SPDR SERIES TRUST12.6K shares0.64%2026-06-302026-07-17

APD AIR PRODUCTS AND CHEMICALS I2.6K shares1.96%2026-06-302026-07-17

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC11.2K shares0.33%2026-06-302026-07-17

CVS CVS HEALTH CORP7.4K shares0.27%2026-06-302026-07-17

BLK BLACKROCK INC791 shares1.28%2026-06-302026-07-17

IWB ISHARES TR1.8K shares141.58%2026-06-302026-07-17

NVS NOVARTIS AG4.7K shares-0.88%2026-06-302026-07-17

AFL AFLAC INC6.3K shares-7.54%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR19.9K shares-2.91%2026-06-302026-07-17

AMERIPRISE FINL INC AMERIPRISE FINL INC1.6K shares0.19%2026-06-302026-07-17

Sponsored

ECL ECOLAB INC2.6K shares-6.34%2026-06-302026-07-17

T AT&T INC35.0K shares-35.75%2026-06-302026-07-17

UEC URANIUM ENERGY CORP66.2K shares0.00%2026-06-302026-07-17

MDY STATE STR SPDR S&P MIDCAP 401.0K shares0.10%2026-06-302026-07-17

SHEL SHELL PLC8.4K shares2.24%2026-06-302026-07-17

ITOT ISHARES TR3.9K shares0.92%2026-06-302026-07-17

FFIV F5 INC1.4K shares-2.20%2026-06-302026-07-17

IWP ISHARES TR3.9K shares0.10%2026-06-302026-07-17

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT4.3K shares0.00%2026-06-302026-07-17

EPD ENTERPRISE PRODS PARTNERS L15.5K shares4.10%2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.3K sharesnew addition2026-06-302026-07-17

HYMB SPDR SERIES TRUST22.3K shares-20.00%2026-06-302026-07-17

SUB ISHARES TR5.2K shares0.63%2026-06-302026-07-17

FBND FIDELITY MERRIMACK STR TR12.2K shares1.30%2026-06-302026-07-17

ED CONSOLIDATED EDISON INC5.0K shares3.05%2026-06-302026-07-17

NKE NIKE INC13.3K shares-87.70%2026-06-302026-07-17

Sponsored

IYE ISHARES TR9.6K shares-0.02%2026-06-302026-07-17

LNG CHENIERE ENERGY INC2.2K shares0.45%2026-06-302026-07-17

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.5.6K shares0.32%2026-06-302026-07-17

YUM YUM BRANDS INC3.2K shares0.28%2026-06-302026-07-17

KRE SPDR SERIES TRUST6.8K shares0.18%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.3K shares-49.10%2026-06-302026-07-17

MET METLIFE INC6.0K shares-0.50%2026-06-302026-07-17

MCK MCKESSON CORP666 shares-3.34%2026-06-302026-07-17

Sponsored

PH PARKER-HANNIFIN CORP510 shares-69.48%2026-06-302026-07-17

ESE ESCO TECHNOLOGIES INC1.4K shares-0.99%2026-06-302026-07-17

QUAL ISHARES TR2.2K shares4.13%2026-06-302026-07-17

CSX CSX CORP10.0K shares2.94%2026-06-302026-07-17

EBC EASTERN BANKSHARES INC21.4K shares0.48%2026-06-302026-07-17

SPHY SPDR SERIES TRUST20.1K shares-23.18%2026-06-302026-07-17

BCRX BIOCRYST PHARMACEUTICALS INC46.9K shares23.45%2026-06-302026-07-17

ATO ATMOS ENERGY CORP2.7K shares0.30%2026-06-302026-07-17

Sponsored

IBRX IMMUNITYBIO INC53.3K shares0.00%2026-06-302026-07-17

THG HANOVER INS GROUP INC2.1K shares0.94%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP1.8K shares12.28%2026-06-302026-07-17

IHE ISHARES TR4.6K shares0.29%2026-06-302026-07-17

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares-15.90%2026-06-302026-07-17

BURLINGTON STORES INC BURLINGTON STORES INC1.4K sharesnew addition2026-06-302026-07-17

USHY ISHARES TR12.1K shares-42.37%2026-06-302026-07-17

IJS ISHARES TR3.3K shares3.50%2026-06-302026-07-17

Sponsored

SRE SEMPRA4.8K sharesnew addition2026-06-302026-07-17

RVMD REVOLUTION MEDICINES INC2.4K sharesnew addition2026-06-302026-07-17

KMI KINDER MORGAN INC DEL13.8K shares2.70%2026-06-302026-07-17

IVW ISHARES TR3.2K shares0.09%2026-06-302026-07-17

FNDX SCHWAB STRATEGIC TR14.0K shares0.36%2026-06-302026-07-17

BP BP PLC11.8K shares-1.38%2026-06-302026-07-17

IWY ISHARES TR1.5K shares0.14%2026-06-302026-07-17

FLDR FIDELITY MERRIMACK STR TR8.4K shares-1.35%2026-06-302026-07-17

Sponsored

AGX ARGAN INC504 shares0.00%2026-06-302026-07-17

ECBK ECB BANCORP INC20.0K shares0.00%2026-06-302026-07-17

AEM AGNICO EAGLE MINES LTD2.6K shares-0.65%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR11.8K shares0.09%2026-06-302026-07-17

JMST J P MORGAN EXCHANGE TRADED F7.7K shares-2.66%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP759 shares-0.65%2026-06-302026-07-17

NEM NEWMONT CORP4.1K shares1.56%2026-06-302026-07-17

MUB ISHARES TR3.6K shares0.74%2026-06-302026-07-17

Sponsored

GD GENERAL DYNAMICS CORP1.1K shares4.15%2026-06-302026-07-17

WCC WESCO INTL INC1.1K shares0.18%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC759 shares17.13%2026-06-302026-07-17

IHF ISHARES TR6.8K shares-16.08%2026-06-302026-07-17

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-1.53%2026-06-302026-07-17

FDX FEDEX CORP1.2K shares5.00%2026-06-302026-07-17

BANCO SANTANDER SA BANCO SANTANDER SA27.1K shares1.03%2026-06-302026-07-17

FI FISERV INC7.6K shares-0.32%2026-06-302026-07-17

Sponsored

AZO AUTOZONE INC116 shares-0.85%2026-06-302026-07-17

CI THE CIGNA GROUP1.3K shares1.28%2026-06-302026-07-17

VONG VANGUARD SCOTTSDALE FDS2.9K shares11.80%2026-06-302026-07-17

XLG INVESCO EXCHANGE TRADED FD T6.0K shares3.48%2026-06-302026-07-17

NAK NORTHERN DYNASTY MINERALS LT189.8K shares0.00%2026-06-302026-07-17

CNI CANADIAN NATL RY CO3.0K shares0.26%2026-06-302026-07-17

COR CENCORA INC1.3K shares-8.19%2026-06-302026-07-17

OTIS OTIS WORLDWIDE CORP5.0K shares0.65%2026-06-302026-07-17

Sponsored

BSX BOSTON SCIENTIFIC CORP8.2K shares-4.87%2026-06-302026-07-17

RSPE INVESCO EXCH TRADED FD TR II10.3K shares0.40%2026-06-302026-07-17

IP INTERNATIONAL PAPER CO9.1K shares-1.64%2026-06-302026-07-17

TGTX TG THERAPEUTICS INC6.1K shares0.00%2026-06-302026-07-17

BIV VANGUARD BD INDEX FDS4.4K shares0.90%2026-06-302026-07-17

SLF SUN LIFE FINANCIAL INC.4.2K shares-8.38%2026-06-302026-07-17

ARWR ARROWHEAD PHARMACEUTICALS IN4.0K shares0.15%2026-06-302026-07-17

FDVV FIDELITY COVINGTON TRUST5.4K shares0.00%2026-06-302026-07-17

Sponsored

VOX VANGUARD WORLD FD1.8K shares0.23%2026-06-302026-07-17

CWST CASELLA WASTE SYS INC3.3K shares0.00%2026-06-302026-07-17

AXSM AXSOME THERAPEUTICS INC.1.3K shares0.16%2026-06-302026-07-17

ADI ANALOG DEVICES INC792 shares1.28%2026-06-302026-07-17

ODFL OLD DOMINION FREIGHT LINE IN1.4K shares-1.30%2026-06-302026-07-17

SPGP INVESCO EXCHANGE TRADED FD T2.5K shares-2.49%2026-06-302026-07-17

VCSH VANGUARD SCOTTSDALE FDS3.9K shares1.13%2026-06-302026-07-17

WPM WHEATON PRECIOUS METALS CORP2.8K shares0.04%2026-06-302026-07-17

Sponsored

RL RALPH LAUREN CORP765 shares0.66%2026-06-302026-07-17

OKE ONEOK INC NEW3.5K shares6.29%2026-06-302026-07-17

IGSB ISHARES TR5.8K shares1.13%2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC1.0K sharesnew addition2026-06-302026-07-17

BBUS J P MORGAN EXCHANGE TRADED F2.2K shares0.27%2026-06-302026-07-17

VRIG INVESCO ACTIVELY MANAGED EXC11.9K shares1.09%2026-06-302026-07-17

ES EVERSOURCE ENERGY4.1K shares-3.01%2026-06-302026-07-17

EXC EXELON CORP6.3K shares14.73%2026-06-302026-07-17

Sponsored

CMI CUMMINS INC410 shares2.50%2026-06-302026-07-17

PWV INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-06-302026-07-17

FE FIRSTENERGY CORP6.1K shares-0.83%2026-06-302026-07-17

RSPT INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2026-06-302026-07-17

IWS ISHARES TR1.7K shares0.29%2026-06-302026-07-17

SKIN SKINHEALTH SYSTEMS INC407.0K shares0.00%2026-06-302026-07-17

CIEN CIENA CORP561 shares0.54%2026-06-302026-07-17

ENB ENBRIDGE INC5.1K shares10.17%2026-06-302026-07-17

Sponsored

EFV ISHARES TR3.5K shares2.66%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.44%2026-06-302026-07-17

GEHC GE HEALTHCARE TECHNOLOGIES I4.2K shares-0.19%2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC1.5K shares2985.42%2026-06-302026-07-17

Q QNITY ELECTRONICS INC1.6K sharesnew addition2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC1.9K shares-3.94%2026-06-302026-07-17

VHT VANGUARD WORLD FD869 shares11.84%2026-06-302026-07-17

DGRW WISDOMTREE TR2.7K shares0.30%2026-06-302026-07-17

Sponsored

SPIB SPDR SERIES TRUST7.7K shares-0.56%2026-06-302026-07-17

FBTC FIDELITY WISE ORIGIN BITCOIN5.0K shares11.59%2026-06-302026-07-17

EME EMCOR GROUP INC307 shares0.33%2026-06-302026-07-17

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares3.75%2026-06-302026-07-17

PLD PROLOGIS INC.1.9K sharesnew addition2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC1.0K shares2.83%2026-06-302026-07-17

O REALTY INCOME CORP4.0K shares1.59%2026-06-302026-07-17

APPLOVIN CORP APPLOVIN CORP478 sharesnew addition2026-06-302026-07-17

Sponsored

ET ENERGY TRANSFER L P12.8K shares1.70%2026-06-302026-07-17

VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2026-06-302026-07-17

KBE SPDR SERIES TRUST3.5K shares0.45%2026-06-302026-07-17

FTNT FORTINET INC1.6K sharesnew addition2026-06-302026-07-17

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.3K sharesnew addition2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW641 shares1.75%2026-06-302026-07-17

PSA PUBLIC STORAGE744 sharesnew addition2026-06-302026-07-17

CACI CACI INTL INC501 shares0.20%2026-06-302026-07-17

Sponsored

IJJ ISHARES TR1.5K sharesnew addition2026-06-302026-07-17

MDYG SPDR SERIES TRUST2.0K sharesnew addition2026-06-302026-07-17

BN BROOKFIELD CORP5.2K shares-0.34%2026-06-302026-07-17

BDX BECTON DICKINSON & CO1.5K shares9.90%2026-06-302026-07-17

INVA INNOVIVA INC9.7K shares-1.49%2026-06-302026-07-17

EQIX EQUINIX INC208 shares-6.31%2026-06-302026-07-17

IVOO VANGUARD ADMIRAL FDS INC1.7K sharesnew addition2026-06-302026-07-17

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.6K sharesnew addition2026-06-302026-07-17

Sponsored

FNDF SCHWAB STRATEGIC TR4.0K sharesnew addition2026-06-302026-07-17

CASY CASEYS GEN STORES INC266 sharesnew addition2026-06-302026-07-17

AIG AMERICAN INTL GROUP INC2.8K shares1.56%2026-06-302026-07-17

EQX EQUINOX GOLD CORP21.4K shares0.00%2026-06-302026-07-17

ARW ARROW ELECTRS INC955 sharesnew addition2026-06-302026-07-17

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC4.6K sharesnew addition2026-06-302026-07-17

GPC GENUINE PARTS CO1.7K shares-12.81%2026-06-302026-07-17

DAL DELTA AIR LINES INC2.2K sharesnew addition2026-06-302026-07-17

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-12.0K sharesnew addition2026-06-302026-07-17

EVN EATON VANCE MUN INCOME TR15.9K sharesnew addition2026-06-302026-07-17

PML PIMCO MUN INCOME FD II23.2K shares0.41%2026-06-302026-07-17

NMZ NUVEEN MUN HIGH INCOME OPPOR16.7K sharesnew addition2026-06-302026-07-17

FFC FLAHERTY & CRUMRIN PFD & INM10.8K sharesnew addition2026-06-302026-07-17

EIM EATON VANCE MUN BD FD17.5K shares0.37%2026-06-302026-07-17

F FORD MTR CO11.9K shares-12.88%2026-06-302026-07-17

IOVA IOVANCE BIOTHERAPEUTICS INC37.8K shares34.29%2026-06-302026-07-17

Sponsored

IRWD IRONWOOD PHARMACEUTICALS INC34.8K shares34.45%2026-06-302026-07-17

DIGIMARC CORP DIGIMARC CORP13.3K sharesnew addition2026-06-302026-07-17

ADMA ADMA BIOLOGICS INC11.8K shares0.00%2026-06-302026-07-17

UROY URANIUM RTY CORP30.0K shares0.00%2026-06-302026-07-17

FSCO FS CREDIT OPPORTUNITIES CORP12.9K shares3.52%2026-06-302026-07-17

BCG BINAH CAP GROUP INC33.5K shares0.00%2026-06-302026-07-17

RCKT ROCKET PHARMACEUTICALS INC12.0K shares3.93%2026-06-302026-07-17

BLNE BEELINE HOLDINGS INC28.4K shares54.24%2026-06-302026-07-17

Sponsored

RBBN RIBBON COMMUNICATIONS INC10.0K shares-0.30%2026-06-302026-07-17

VANGUARD INDEX FDS

3.30%

Shares1.2M

Event2026-06-30

Filed2026-07-17

ISHARES TR

2.77%

Shares3.7M

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES INC

0.12%

Shares2.5M

Event2026-06-30

Filed2026-07-17

ISHARES TR

6.33%

Shares258.8K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

27.90%

Shares925.3K

Event2026-06-30

Filed2026-07-17

HYG

ISHARES TR

2054.59%

Shares2.2M

Event2026-06-30

Filed2026-07-17

SJNK

SPDR SERIES TRUST

-1.04%

Shares6.8M

Event2026-06-30

Filed2026-07-17

JNK

SPDR SERIES TRUST

New

Shares1.6M

Event2026-06-30

Filed2026-07-17

JHML

JOHN HANCOCK EXCHANGE TRADED

-2.63%

Shares1.5M

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

0.37%

Shares426.0K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

0.44%

Shares343.7K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

1.82%

Shares177.5K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.07%

Shares134.8K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

105.75%

Shares335.8K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

491.48%

Shares703.4K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

8.97%

Shares340.0K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

1.09%

Shares89.9K

Event2026-06-30

Filed2026-07-17

HYD

VANECK ETF TRUST

New

Shares968.8K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-0.47%

Shares132.8K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

-0.59%

Shares62.8K

Event2026-06-30

Filed2026-07-17

AVLC

AMERICAN CENTY ETF TR

11.15%

Shares493.4K

Event2026-06-30

Filed2026-07-17

XLC

SELECT SECTOR SPDR TR

-39.04%

Shares390.5K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

2.75%

Shares175.1K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

-22.31%

Shares192.8K

Event2026-06-30

Filed2026-07-17

PRF

INVESCO EXCHANGE TRADED FD T

-2.06%

Shares746.0K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

18.21%

Shares103.5K

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

113.71%

Shares627.0K

Event2026-06-30

Filed2026-07-17

XLP

SELECT SECTOR SPDR TR

22.02%

Shares404.1K

Event2026-06-30

Filed2026-07-17

XLY

SELECT SECTOR SPDR TR

228.42%

Shares275.4K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

1.22%

Shares27.6K

Event2026-06-30

Filed2026-07-17

HPE

HEWLETT PACKARD ENTERPRISE C

-4.12%

Shares684.6K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

0.36%

Shares120.4K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-1.38%

Shares93.0K

Event2026-06-30

Filed2026-07-17

JIRE

J P MORGAN EXCHANGE TRADED F

18.54%

Shares365.2K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC

-0.01%

Shares80.6K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

-0.58%

Shares157.8K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

-0.39%

Shares235.2K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

-5.63%

Shares103.6K

Event2026-06-30

Filed2026-07-17

DFAE

DIMENSIONAL ETF TRUST

7.90%

Shares644.6K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

1.22%

Shares67.0K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC

0.30%

Shares59.3K

Event2026-06-30

Filed2026-07-17

REGIONS FINANCIAL CORP NEW

-0.12%

Shares835.6K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

0.88%

Shares43.8K

Event2026-06-30

Filed2026-07-17

FTXL

FIRST TR EXCHANGE TRADED FD

-2.33%

Shares81.6K

Event2026-06-30

Filed2026-07-17

XLB

SELECT SECTOR SPDR TR

6.60%

Shares444.8K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV

-1.84%

Shares11.1K

Event2026-06-30

Filed2026-07-17

XLE

SELECT SECTOR SPDR TR

5.47%

Shares410.0K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

-0.05%

Shares370.9K

Event2026-06-30

Filed2026-07-17

RMIF

ETF SER SOLUTIONS

-11.12%

Shares830.8K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC

1.23%

Shares805.1K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

690.03%

Shares63.6K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-0.63%

Shares123.1K

Event2026-06-30

Filed2026-07-17

EOG

EOG RES INC

0.10%

Shares134.8K

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC

-7.21%

Shares138.0K

Event2026-06-30

Filed2026-07-17

VISA INC

-2.71%

Shares50.6K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

4.69%

Shares122.6K

Event2026-06-30

Filed2026-07-17

ISHARES TR

7.15%

Shares163.5K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

1.64%

Shares283.6K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES TR

-10.49%

Shares159.0K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

0.72%

Shares21.1K

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP

3.15%

Shares140.1K

Event2026-06-30

Filed2026-07-17

INCY

INCYTE CORP

-1.43%

Shares134.4K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC

0.97%

Shares179.6K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

0.41%

Shares180.4K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB STRATEGIC TR

18.36%

Shares463.0K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

2.46%

Shares40.2K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-0.12%

Shares44.1K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.87%

Shares24.4K

Event2026-06-30

Filed2026-07-17

HSY

HERSHEY CO

21.19%

Shares67.5K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

2.14%

Shares70.2K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

-3.07%

Shares72.6K

Event2026-06-30

Filed2026-07-17

SPDW

SPDR INDEX SHS FDS

0.67%

Shares225.6K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

1.35%

Shares264.3K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO

-0.09%

Shares112.8K

Event2026-06-30

Filed2026-07-17

FTEC

FIDELITY COVINGTON TRUST

-1.01%

Shares37.1K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP

308.03%

Shares112.7K

Event2026-06-30

Filed2026-07-17

SLB

SLB LIMITED

-1.09%

Shares223.6K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES TR

0.22%

Shares99.5K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC

1.99%

Shares74.7K

Event2026-06-30

Filed2026-07-17

TROW

PRICE T ROWE GROUP INC

-49.31%

Shares88.3K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

2.39%

Shares8.2K

Event2026-06-30

Filed2026-07-17

GNRC

GENERAC HLDGS INC

-6.08%

Shares33.6K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES

-10.34%

Shares107.5K

Event2026-06-30

Filed2026-07-17

GSK PLC

0.24%

Shares182.7K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

30.38%

Shares67.9K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

1.49%

Shares17.2K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

0.64%

Shares45.7K

Event2026-06-30

Filed2026-07-17

TXT

TEXTRON INC

-25.57%

Shares92.9K

Event2026-06-30

Filed2026-07-17

ACCENTURE PLC IRELAND

2.57%

Shares67.8K

Event2026-06-30

Filed2026-07-17

ZION

ZIONS BANCORPORATION NATL AS

0.19%

Shares121.2K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

1.68%

Shares11.7K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-0.13%

Shares285.0K

Event2026-06-30

Filed2026-07-17

AME

AMETEK INC

-0.81%

Shares30.4K

Event2026-06-30

Filed2026-07-17

BIIB

BIOGEN INC

-2.33%

Shares33.9K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

-2.64%

Shares19.2K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING IN

845.70%

Shares31.4K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

6.26%

Shares97.1K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

-13.83%

Shares15.9K

Event2026-06-30

Filed2026-07-17

ADOBE INC

-4.12%

Shares33.0K

Event2026-06-30

Filed2026-07-17

XYL

XYLEM INC

-3.21%

Shares56.5K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

5.70%

Shares5.7K

Event2026-06-30

Filed2026-07-17

IGV

ISHARES TR

New

Shares73.0K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC

-1.91%

Shares13.1K

Event2026-06-30

Filed2026-07-17

CLX

CLOROX CO DEL

4.75%

Shares67.2K

Event2026-06-30

Filed2026-07-17

CMCSA

COMCAST CORP NEW

5.85%

Shares257.6K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS

-6.94%

Shares21.0K

Event2026-06-30

Filed2026-07-17

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.02%

Shares77.7K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP

7.23%

Shares40.0K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER

3.45%

Shares24.1K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

2.54%

Shares50.7K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

1.19%

Shares5.3K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

5.93%

Shares13.4K

Event2026-06-30

Filed2026-07-17

ALGN

ALIGN TECHNOLOGY INC

-1.55%

Shares33.2K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP

9.67%

Shares89.3K

Event2026-06-30

Filed2026-07-17

TPL

TEXAS PACIFIC LAND CORPORATI

-0.14%

Shares12.3K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

0.64%

Shares7.0K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

3.03%

Shares41.3K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED

2.60%

Shares10.2K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

-22.00%

Shares17.4K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

-0.28%

Shares35.2K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD INDEX FDS

-0.16%

Shares14.1K

Event2026-06-30

Filed2026-07-17

NVO

NOVO-NORDISK A S

1.08%

Shares106.2K

Event2026-06-30

Filed2026-07-17

CONSTELLATION BRANDS INC

5.36%

Shares36.4K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

-0.46%

Shares6.7K

Event2026-06-30

Filed2026-07-17

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-1.16%

Shares122.4K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

11.99%

Shares31.2K

Event2026-06-30

Filed2026-07-17

SUSA

ISHARES TR

3.17%

Shares30.2K

Event2026-06-30

Filed2026-07-17

OMC

OMNICOM GROUP INC

New

Shares63.4K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

-0.18%

Shares8.8K

Event2026-06-30

Filed2026-07-17

ADSK

AUTODESK INC

New

Shares23.6K

Event2026-06-30

Filed2026-07-17

PAYX

PAYCHEX INC

-55.46%

Shares44.5K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

6.57%

Shares12.2K

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PL

-13.41%

Shares4.4K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

6.32%

Shares52.7K

Event2026-06-30

Filed2026-07-17

TEAM

ATLASSIAN CORPORATION

New

Shares55.1K

Event2026-06-30

Filed2026-07-17

VIS

VANGUARD WORLD FD

-6.51%

Shares11.8K

Event2026-06-30

Filed2026-07-17

FDIS

FIDELITY COVINGTON TRUST

-5.06%

Shares38.9K

Event2026-06-30

Filed2026-07-17

SPSM

SPDR SERIES TRUST

-1.77%

Shares69.2K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

1.55%

Shares4.3K

Event2026-06-30

Filed2026-07-17

SPEM

SPDR INDEX SHS FDS

0.89%

Shares76.9K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

-1.97%

Shares66.0K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

324.49%

Shares30.9K

Event2026-06-30

Filed2026-07-17

ABNB

AIRBNB INC

New

Shares26.5K

Event2026-06-30

Filed2026-07-17

EEM

ISHARES TR

0.06%

Shares54.8K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

0.55%

Shares3.7K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC

2.03%

Shares34.6K

Event2026-06-30

Filed2026-07-17

CGW

INVESCO EXCH TRADED FD TR II

-1.84%

Shares56.4K

Event2026-06-30

Filed2026-07-17

XSD

SPDR SERIES TRUST

-0.67%

Shares5.9K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC

14.33%

Shares8.9K

Event2026-06-30

Filed2026-07-17

IBB

ISHARES TR

29.28%

Shares19.4K

Event2026-06-30

Filed2026-07-17

BKLN

INVESCO EXCH TRADED FD TR II

3.03%

Shares179.4K

Event2026-06-30

Filed2026-07-17

TORONTO DOMINION BK ONT

0.20%

Shares30.0K

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC

25.86%

Shares16.0K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-33.28%

Shares13.4K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

0.28%

Shares22.9K

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES TR

5.44%

Shares47.6K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY

46.92%

Shares17.1K

Event2026-06-30

Filed2026-07-17

ZOOM COMMUNICATIONS INC

-5.95%

Shares41.1K

Event2026-06-30

Filed2026-07-17

IYT

ISHARES TR

-5.62%

Shares40.7K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

2.90%

Shares8.9K

Event2026-06-30

Filed2026-07-17

JOHNSON CONTROLS INTERNATION

1.83%

Shares21.4K

Event2026-06-30

Filed2026-07-17

LRGF

ISHARES TR

-2.28%

Shares41.3K

Event2026-06-30

Filed2026-07-17

SERVICENOW INC

New

Shares31.4K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO

-0.77%

Shares37.0K

Event2026-06-30

Filed2026-07-17

IWN

ISHARES TR

0.21%

Shares13.2K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD SPECIALIZED FUNDS

1.58%

Shares12.4K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

29.45%

Shares10.6K

Event2026-06-30

Filed2026-07-17

DEERE & CO

6.05%

Shares4.5K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES TR

-1.18%

Shares11.6K

Event2026-06-30

Filed2026-07-17

ESGD

ISHARES TR

1.30%

Shares26.5K

Event2026-06-30

Filed2026-07-17

XBI

SPDR SERIES TRUST

252.14%

Shares17.1K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC

0.80%

Shares9.9K

Event2026-06-30

Filed2026-07-17

ESML

ISHARES TR

0.76%

Shares47.5K

Event2026-06-30

Filed2026-07-17

BINC

BLACKROCK ETF TRUST II

-7.10%

Shares50.1K

Event2026-06-30

Filed2026-07-17

EXPE

EXPEDIA GROUP INC

269.34%

Shares10.2K

Event2026-06-30

Filed2026-07-17

CFG

CITIZENS FINL GROUP INC

48.67%

Shares37.1K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

-3.27%

Shares71.4K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP

116.30%

Shares25.3K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

51.66%

Shares28.5K

Event2026-06-30

Filed2026-07-17

IEO

ISHARES TR

-6.14%

Shares22.5K

Event2026-06-30

Filed2026-07-17

MNST

MONSTER BEVERAGE CORP NEW

7.65%

Shares25.3K

Event2026-06-30

Filed2026-07-17

AJG

GALLAGHER ARTHUR J & CO

-0.17%

Shares10.6K

Event2026-06-30

Filed2026-07-17

FTSL

FIRST TR EXCHANGE-TRADED FD

-6.67%

Shares53.6K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD INDEX FDS

0.71%

Shares11.6K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD WORLD FD

934.72%

Shares19.2K

Event2026-06-30

Filed2026-07-17

IDEXX LABS INC

-0.21%

Shares4.3K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

6.57%

Shares10.3K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

11.81%

Shares21.0K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

0.83%

Shares5.9K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC

22.60%

Shares3.0K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC

-0.38%

Shares11.7K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

8.04%

Shares28.8K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP

1.00%

Shares11.6K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION

6.28%

Shares6.5K

Event2026-06-30

Filed2026-07-17

VCR

VANGUARD WORLD FD

-3.29%

Shares5.1K

Event2026-06-30

Filed2026-07-17

VIK

VIKING HOLDINGS LTD

82.22%

Shares18.9K

Event2026-06-30

Filed2026-07-17

GGG

GRACO INC

-6.75%

Shares26.1K

Event2026-06-30

Filed2026-07-17

HWM

HOWMET AEROSPACE INC

9.48%

Shares7.3K

Event2026-06-30

Filed2026-07-17

SPTI

SPDR SERIES TRUST

New

Shares68.1K

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP

New

Shares21.2K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

-2.88%

Shares13.0K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

2.00%

Shares52.5K

Event2026-06-30

Filed2026-07-17

CAH

CARDINAL HEALTH INC

6.99%

Shares8.0K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

13.04%

Shares13.4K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

64.51%

Shares4.2K

Event2026-06-30

Filed2026-07-17

EXPD

EXPEDITORS INTL WASH INC

-0.73%

Shares11.0K

Event2026-06-30

Filed2026-07-17

ARCH CAP GROUP LTD

New

Shares17.7K

Event2026-06-30

Filed2026-07-17

FREEPORT MCMORAN INC

471.07%

Shares26.5K

Event2026-06-30

Filed2026-07-17

ETR

ENTERGY CORP NEW

28.22%

Shares14.1K

Event2026-06-30

Filed2026-07-17

WAT

WATERS CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO

6.79%

Shares20.2K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

159.84%

Shares2.9K

Event2026-06-30

Filed2026-07-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC

2.57%

Shares9.0K

Event2026-06-30

Filed2026-07-17

3M CO

-54.39%

Shares9.2K

Event2026-06-30

Filed2026-07-17

LEA

LEAR CORP

-5.52%

Shares11.0K

Event2026-06-30

Filed2026-07-17

ESGE

ISHARES INC

-2.67%

Shares26.8K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC

18.33%

Shares5.7K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES TR

0.35%

Shares9.3K

Event2026-06-30

Filed2026-07-17

MTB

M & T BK CORP

0.02%

Shares6.1K

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66

0.15%

Shares8.6K

Event2026-06-30

Filed2026-07-17

KCE

SPDR SERIES TRUST

-5.66%

Shares9.7K

Event2026-06-30

Filed2026-07-17

MUSA

MURPHY USA INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO

-2.06%

Shares9.9K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL

-49.23%

Shares7.0K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

8.41%

Shares10.5K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP

1.62%

Shares5.1K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

2.03%

Shares14.9K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC

0.58%

Shares2.6K

Event2026-06-30

Filed2026-07-17

MUNI

PIMCO ETF TR

21.15%

Shares24.0K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC

-10.89%

Shares5.7K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

311.86%

Shares15.7K

Event2026-06-30

Filed2026-07-17

URI

UNITED RENTALS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

SRLN

SSGA ACTIVE ETF TR

1.51%

Shares31.0K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

-0.38%

Shares13.0K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

0.26%

Shares42.9K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES TR

-2.69%

Shares1.9K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD INDEX FDS

4.93%

Shares3.9K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

0.19%

Shares16.8K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

0.48%

Shares4.6K

Event2026-06-30

Filed2026-07-17

MFC

MANULIFE FINL CORP

2.12%

Shares29.0K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

0.40%

Shares4.8K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO

-1.12%

Shares12.5K

Event2026-06-30

Filed2026-07-17

PSI

INVESCO EXCHANGE TRADED FD T

-6.27%

Shares6.0K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-17

BOEING CO

-34.17%

Shares5.1K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

HLT

HILTON WORLDWIDE HLDGS INC

89.27%

Shares3.1K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

1.00%

Shares30.9K

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD WORLD FD

395.61%

Shares11.6K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

1.03%

Shares32.0K

Event2026-06-30

Filed2026-07-17

CORTEVA INC

-36.78%

Shares12.0K

Event2026-06-30

Filed2026-07-17

PCAR

PACCAR INC

-7.13%

Shares8.4K

Event2026-06-30

Filed2026-07-17

VFH

VANGUARD WORLD FD

New

Shares7.6K

Event2026-06-30

Filed2026-07-17

LNC

LINCOLN NATL CORP IND

0.13%

Shares28.3K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

2.39%

Shares13.5K

Event2026-06-30

Filed2026-07-17

SOXQ

INVESCO EXCH TRADED FD TR II

-1.68%

Shares8.6K

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP

-0.54%

Shares7.3K

Event2026-06-30

Filed2026-07-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.20%

Shares20.6K

Event2026-06-30

Filed2026-07-17

ACWX

ISHARES TR

7.19%

Shares12.3K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

6.89%

Shares8.5K

Event2026-06-30

Filed2026-07-17

RSPC

INVESCO EXCHANGE TRADED FD T

-3.17%

Shares26.3K

Event2026-06-30

Filed2026-07-17

SPDR SERIES TRUST

-78.94%

Shares10.5K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

3.94%

Shares3.5K

Event2026-06-30

Filed2026-07-17

SDY

SPDR SERIES TRUST

0.54%

Shares5.8K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

4.49%

Shares2.7K

Event2026-06-30

Filed2026-07-17

RHI

ROBERT HALF INC.

-25.55%

Shares28.8K

Event2026-06-30

Filed2026-07-17

SYY

SYSCO CORP

-0.37%

Shares10.6K

Event2026-06-30

Filed2026-07-17

CARR

CARRIER GLOBAL CORPORATION

0.69%

Shares11.7K

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC

-9.07%

Shares1.7K

Event2026-06-30

Filed2026-07-17

OEF

ISHARES TR

0.17%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SMHX

VANECK ETF TRUST

-4.23%

Shares12.9K

Event2026-06-30

Filed2026-07-17

TRMK

TRUSTMARK CORP

-9.48%

Shares17.9K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-5.82%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-0.81%

Shares1.2K

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED

0.48%

Shares2.3K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

21.33%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SPYV

SPDR SERIES TRUST

0.64%

Shares12.6K

Event2026-06-30

Filed2026-07-17

APD

AIR PRODUCTS AND CHEMICALS I

1.96%

Shares2.6K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

0.33%

Shares11.2K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

0.27%

Shares7.4K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC

1.28%

Shares791

Event2026-06-30

Filed2026-07-17

IWB

ISHARES TR

141.58%

Shares1.8K

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG

-0.88%

Shares4.7K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC

-7.54%

Shares6.3K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

-2.91%

Shares19.9K

Event2026-06-30

Filed2026-07-17

AMERIPRISE FINL INC

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-17

ECL

ECOLAB INC

-6.34%

Shares2.6K

Event2026-06-30

Filed2026-07-17

AT&T INC

-35.75%

Shares35.0K

Event2026-06-30

Filed2026-07-17

UEC

URANIUM ENERGY CORP

0.00%

Shares66.2K

Event2026-06-30

Filed2026-07-17

MDY

STATE STR SPDR S&P MIDCAP 40

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC

2.24%

Shares8.4K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES TR

0.92%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FFIV

F5 INC

-2.20%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES TR

0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-17

CHKP

CHECK POINT SOFTWARE TECH LT

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L

4.10%

Shares15.5K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-17

HYMB

SPDR SERIES TRUST

-20.00%

Shares22.3K

Event2026-06-30

Filed2026-07-17

SUB

ISHARES TR

0.63%

Shares5.2K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY MERRIMACK STR TR

1.30%

Shares12.2K

Event2026-06-30

Filed2026-07-17

CONSOLIDATED EDISON INC

3.05%

Shares5.0K

Event2026-06-30

Filed2026-07-17

NKE

NIKE INC

-87.70%

Shares13.3K

Event2026-06-30

Filed2026-07-17

IYE

ISHARES TR

-0.02%

Shares9.6K

Event2026-06-30

Filed2026-07-17

LNG

CHENIERE ENERGY INC

0.45%

Shares2.2K

Event2026-06-30

Filed2026-07-17

MICROCHIP TECHNOLOGY INC.

0.32%

Shares5.6K

Event2026-06-30

Filed2026-07-17

YUM

YUM BRANDS INC

0.28%

Shares3.2K

Event2026-06-30

Filed2026-07-17

KRE

SPDR SERIES TRUST

0.18%

Shares6.8K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

-49.10%

Shares4.3K

Event2026-06-30

Filed2026-07-17

MET

METLIFE INC

-0.50%

Shares6.0K

Event2026-06-30

Filed2026-07-17

MCK

MCKESSON CORP

-3.34%

Shares666

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

-69.48%

Shares510

Event2026-06-30

Filed2026-07-17

ESE

ESCO TECHNOLOGIES INC

-0.99%

Shares1.4K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES TR

4.13%

Shares2.2K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

2.94%

Shares10.0K

Event2026-06-30

Filed2026-07-17

EBC

EASTERN BANKSHARES INC

0.48%

Shares21.4K

Event2026-06-30

Filed2026-07-17

SPHY

SPDR SERIES TRUST

-23.18%

Shares20.1K

Event2026-06-30

Filed2026-07-17

BCRX

BIOCRYST PHARMACEUTICALS INC

23.45%

Shares46.9K

Event2026-06-30

Filed2026-07-17

ATO

ATMOS ENERGY CORP

0.30%

Shares2.7K

Event2026-06-30

Filed2026-07-17

IBRX

IMMUNITYBIO INC

0.00%

Shares53.3K

Event2026-06-30

Filed2026-07-17

THG

HANOVER INS GROUP INC

0.94%

Shares2.1K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

12.28%

Shares1.8K

Event2026-06-30

Filed2026-07-17

IHE

ISHARES TR

0.29%

Shares4.6K

Event2026-06-30

Filed2026-07-17

ASTRAZENECA PLC

-15.90%

Shares2.4K

Event2026-06-30

Filed2026-07-17

BURLINGTON STORES INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

USHY

ISHARES TR

-42.37%

Shares12.1K

Event2026-06-30

Filed2026-07-17

IJS

ISHARES TR

3.50%

Shares3.3K

Event2026-06-30

Filed2026-07-17

SRE

SEMPRA

New

Shares4.8K

Event2026-06-30

Filed2026-07-17

RVMD

REVOLUTION MEDICINES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL

2.70%

Shares13.8K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES TR

0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-17

FNDX

SCHWAB STRATEGIC TR

0.36%

Shares14.0K

Event2026-06-30

Filed2026-07-17

BP PLC

-1.38%

Shares11.8K

Event2026-06-30

Filed2026-07-17

IWY

ISHARES TR

0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-17

FLDR

FIDELITY MERRIMACK STR TR

-1.35%

Shares8.4K

Event2026-06-30

Filed2026-07-17

AGX

ARGAN INC

0.00%

Shares504

Event2026-06-30

Filed2026-07-17

ECBK

ECB BANCORP INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-17

AEM

AGNICO EAGLE MINES LTD

-0.65%

Shares2.6K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

0.09%

Shares11.8K

Event2026-06-30

Filed2026-07-17

JMST

J P MORGAN EXCHANGE TRADED F

-2.66%

Shares7.7K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP

-0.65%

Shares759

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP

1.56%

Shares4.1K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES TR

0.74%

Shares3.6K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

4.15%

Shares1.1K

Event2026-06-30

Filed2026-07-17

WCC

WESCO INTL INC

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC

17.13%

Shares759

Event2026-06-30

Filed2026-07-17

IHF

ISHARES TR

-16.08%

Shares6.8K

Event2026-06-30

Filed2026-07-17

LHX

L3HARRIS TECHNOLOGIES INC

-1.53%

Shares1.3K

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP

5.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

BANCO SANTANDER SA

1.03%

Shares27.1K

Event2026-06-30

Filed2026-07-17

FISERV INC

-0.32%

Shares7.6K

Event2026-06-30

Filed2026-07-17

AZO

AUTOZONE INC

-0.85%

Shares116

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP

1.28%

Shares1.3K

Event2026-06-30

Filed2026-07-17

VONG

VANGUARD SCOTTSDALE FDS

11.80%

Shares2.9K

Event2026-06-30

Filed2026-07-17

XLG

INVESCO EXCHANGE TRADED FD T

3.48%

Shares6.0K

Event2026-06-30

Filed2026-07-17

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares189.8K

Event2026-06-30

Filed2026-07-17

CNI

CANADIAN NATL RY CO

0.26%

Shares3.0K

Event2026-06-30

Filed2026-07-17

COR

CENCORA INC

-8.19%

Shares1.3K

Event2026-06-30

Filed2026-07-17

OTIS

OTIS WORLDWIDE CORP

0.65%

Shares5.0K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP

-4.87%

Shares8.2K

Event2026-06-30

Filed2026-07-17

RSPE

INVESCO EXCH TRADED FD TR II

0.40%

Shares10.3K

Event2026-06-30

Filed2026-07-17

INTERNATIONAL PAPER CO

-1.64%

Shares9.1K

Event2026-06-30

Filed2026-07-17

TGTX

TG THERAPEUTICS INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD BD INDEX FDS

0.90%

Shares4.4K

Event2026-06-30

Filed2026-07-17

SLF

SUN LIFE FINANCIAL INC.

-8.38%

Shares4.2K

Event2026-06-30

Filed2026-07-17

ARWR

ARROWHEAD PHARMACEUTICALS IN

0.15%

Shares4.0K

Event2026-06-30

Filed2026-07-17

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-17

VOX

VANGUARD WORLD FD

0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-17

CWST

CASELLA WASTE SYS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-17

AXSM

AXSOME THERAPEUTICS INC.

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC

1.28%

Shares792

Event2026-06-30

Filed2026-07-17

ODFL

OLD DOMINION FREIGHT LINE IN

-1.30%

Shares1.4K

Event2026-06-30

Filed2026-07-17

SPGP

INVESCO EXCHANGE TRADED FD T

-2.49%

Shares2.5K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SCOTTSDALE FDS

1.13%

Shares3.9K

Event2026-06-30

Filed2026-07-17

WPM

WHEATON PRECIOUS METALS CORP

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-17

RALPH LAUREN CORP

0.66%

Shares765

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW

6.29%

Shares3.5K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES TR

1.13%

Shares5.8K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

BBUS

J P MORGAN EXCHANGE TRADED F

0.27%

Shares2.2K

Event2026-06-30

Filed2026-07-17

VRIG

INVESCO ACTIVELY MANAGED EXC

1.09%

Shares11.9K

Event2026-06-30

Filed2026-07-17

EVERSOURCE ENERGY

-3.01%

Shares4.1K

Event2026-06-30

Filed2026-07-17

EXC

EXELON CORP

14.73%

Shares6.3K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC

2.50%

Shares410

Event2026-06-30

Filed2026-07-17

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-17

FIRSTENERGY CORP

-0.83%

Shares6.1K

Event2026-06-30

Filed2026-07-17

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares4.4K

Event2026-06-30

Filed2026-07-17

IWS

ISHARES TR

0.29%

Shares1.7K

Event2026-06-30

Filed2026-07-17

SKIN

SKINHEALTH SYSTEMS INC

0.00%

Shares407.0K

Event2026-06-30

Filed2026-07-17

CIEN

CIENA CORP

0.54%

Shares561

Event2026-06-30

Filed2026-07-17

ENB

ENBRIDGE INC

10.17%

Shares5.1K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES TR

2.66%

Shares3.5K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

0.44%

Shares3.2K

Event2026-06-30

Filed2026-07-17

GEHC

GE HEALTHCARE TECHNOLOGIES I

-0.19%

Shares4.2K

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

2985.42%

Shares1.5K

Event2026-06-30

Filed2026-07-17

QNITY ELECTRONICS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC

-3.94%

Shares1.9K

Event2026-06-30

Filed2026-07-17

VHT

VANGUARD WORLD FD

11.84%

Shares869

Event2026-06-30

Filed2026-07-17

DGRW

WISDOMTREE TR

0.30%

Shares2.7K

Event2026-06-30

Filed2026-07-17

SPIB

SPDR SERIES TRUST

-0.56%

Shares7.7K

Event2026-06-30

Filed2026-07-17

FBTC

FIDELITY WISE ORIGIN BITCOIN

11.59%

Shares5.0K

Event2026-06-30

Filed2026-07-17

EME

EMCOR GROUP INC

0.33%

Shares307

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL

3.75%

Shares1.1K

Event2026-06-30

Filed2026-07-17

PLD

PROLOGIS INC.

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

2.83%

Shares1.0K

Event2026-06-30

Filed2026-07-17

REALTY INCOME CORP

1.59%

Shares4.0K

Event2026-06-30

Filed2026-07-17

APPLOVIN CORP

New

Shares478

Event2026-06-30

Filed2026-07-17

ENERGY TRANSFER L P

1.70%

Shares12.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INTL EQUITY INDEX F

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

KBE

SPDR SERIES TRUST

0.45%

Shares3.5K

Event2026-06-30

Filed2026-07-17

FTNT

FORTINET INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW

1.75%

Shares641

Event2026-06-30

Filed2026-07-17

PSA

PUBLIC STORAGE

New

Shares744

Event2026-06-30

Filed2026-07-17

CACI

CACI INTL INC

0.20%

Shares501

Event2026-06-30

Filed2026-07-17

IJJ

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-17

MDYG

SPDR SERIES TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-17

BROOKFIELD CORP

-0.34%

Shares5.2K

Event2026-06-30

Filed2026-07-17

BDX

BECTON DICKINSON & CO

9.90%

Shares1.5K

Event2026-06-30

Filed2026-07-17

INVA

INNOVIVA INC

-1.49%

Shares9.7K

Event2026-06-30

Filed2026-07-17

EQIX

EQUINIX INC

-6.31%

Shares208

Event2026-06-30

Filed2026-07-17

IVOO

VANGUARD ADMIRAL FDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

AGILENT TECHNOLOGIES INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

FNDF

SCHWAB STRATEGIC TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-17

CASY

CASEYS GEN STORES INC

New

Shares266

Event2026-06-30

Filed2026-07-17

AIG

AMERICAN INTL GROUP INC

1.56%

Shares2.8K

Event2026-06-30

Filed2026-07-17

EQX

EQUINOX GOLD CORP

0.00%

Shares21.4K

Event2026-06-30

Filed2026-07-17

ARW

ARROW ELECTRS INC

New

Shares955

Event2026-06-30

Filed2026-07-17

CENTERPOINT ENERGY INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-17

GPC

GENUINE PARTS CO

-12.81%

Shares1.7K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-17

ETV

EATON VANCE TAX-MANAGED BUY-

New

Shares12.0K

Event2026-06-30

Filed2026-07-17

EVN

EATON VANCE MUN INCOME TR

New

Shares15.9K

Event2026-06-30

Filed2026-07-17

PML

PIMCO MUN INCOME FD II

0.41%

Shares23.2K

Event2026-06-30

Filed2026-07-17

NMZ

NUVEEN MUN HIGH INCOME OPPOR

New

Shares16.7K

Event2026-06-30

Filed2026-07-17

FFC

FLAHERTY & CRUMRIN PFD & INM

New

Shares10.8K

Event2026-06-30

Filed2026-07-17

EIM

EATON VANCE MUN BD FD

0.37%

Shares17.5K

Event2026-06-30

Filed2026-07-17

FORD MTR CO

-12.88%

Shares11.9K

Event2026-06-30

Filed2026-07-17

IOVA

IOVANCE BIOTHERAPEUTICS INC

34.29%

Shares37.8K

Event2026-06-30

Filed2026-07-17

IRWD

IRONWOOD PHARMACEUTICALS INC

34.45%

Shares34.8K

Event2026-06-30

Filed2026-07-17

DIGIMARC CORP

New

Shares13.3K

Event2026-06-30

Filed2026-07-17

ADMA

ADMA BIOLOGICS INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-17

UROY

URANIUM RTY CORP

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-17

FSCO

FS CREDIT OPPORTUNITIES CORP

3.52%

Shares12.9K

Event2026-06-30

Filed2026-07-17

BCG

BINAH CAP GROUP INC

0.00%

Shares33.5K

Event2026-06-30

Filed2026-07-17

RCKT

ROCKET PHARMACEUTICALS INC

3.93%

Shares12.0K

Event2026-06-30

Filed2026-07-17

BLNE

BEELINE HOLDINGS INC

54.24%

Shares28.4K

Event2026-06-30

Filed2026-07-17

RBBN

RIBBON COMMUNICATIONS INC

-0.30%

Shares10.0K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available