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The Analysis of SHEETS SMITH WEALTH MANAGEMENT's Holdings & P&L

Currently, SHEETS SMITH WEALTH MANAGEMENT holds 408 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in N/A (+484.9K shares, valued at $26.4M), VO (+46.3K shares, valued at $3.7M), LOW (+13.5K shares, valued at $3.0M); decreased their positions in HD (-8.4K shares, valued at $3.0M), SUB (-27.3K shares, valued at $2.9M), WSM (-6.9K shares, valued at $1.6M); initiated new positions in N/A (+484.9K shares, valued at $26.4M), ITB (+16.5K shares, valued at $1.7M), MKL (+471 shares, valued at $919.9K).

1M P&L

-4.3M-0.53%

3M P&L

+24.9M+3.18%

HY P&L

+41.7M+5.46%

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/A379.9M

46.4%

2Internet Content & Information38.8M

4.7%

3Beverages - Non-Alcoholic32.2M

3.9%

Top Industries by Stock Count

1N/A165 stocks

45.5%

2Banks - Regional15 stocks

4.1%

3Semiconductors9 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS72.7K shares-2.20%2026-06-302026-07-13

ISHARES TR ISHARES TR56.9K shares0.39%2026-06-302026-07-13

GOOG ALPHABET INC94.2K shares-1.48%2026-06-302026-07-13

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR484.9K sharesnew addition2026-06-302026-07-13

KO COCA COLA CO317.8K shares-3.96%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR724.5K shares0.01%2026-06-302026-07-13

QQQ INVESCO QQQ TR27.6K shares-0.23%2026-06-302026-07-13

AMZN AMAZON COM INC83.9K shares0.02%2026-06-302026-07-13

Sponsored

LLY ELI LILLY & CO14.3K shares-1.04%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST181.7K shares-0.37%2026-06-302026-07-13

VISA INC VISA INC46.3K shares0.00%2026-06-302026-07-13

AAPL APPLE INC51.6K shares-0.42%2026-06-302026-07-13

NVDA NVIDIA CORPORATION68.8K shares-1.31%2026-06-302026-07-13

TJX TJX COS INC NEW68.6K shares0.00%2026-06-302026-07-13

PULS PGIM ETF TR201.8K shares3.50%2026-06-302026-07-13

ECL ECOLAB INC35.9K shares-0.91%2026-06-302026-07-13

Sponsored

SPIB SPDR SERIES TRUST292.8K shares2.74%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP71.4K shares0.10%2026-06-302026-07-13

DGRO ISHARES TR120.7K shares3.98%2026-06-302026-07-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F144.3K shares0.25%2026-06-302026-07-13

IJH ISHARES TR114.0K shares-0.67%2026-06-302026-07-13

PSA PUBLIC STORAGE26.6K shares-0.75%2026-06-302026-07-13

COHR COHERENT CORP21.0K shares-14.36%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR281.4K shares0.49%2026-06-302026-07-13

Sponsored

SUB ISHARES TR76.1K shares-26.41%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.5K shares-0.16%2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR239.9K shares-3.12%2026-06-302026-07-13

SPG SIMON PPTY GROUP INC NEW33.3K shares-1.86%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS146.6K shares0.53%2026-06-302026-07-13

IQV IQVIA HLDGS INC38.1K shares-0.30%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L199.5K shares-1.24%2026-06-302026-07-13

MTZ MASTEC INC17.5K shares-4.79%2026-06-302026-07-13

Sponsored

SPTM SPDR SERIES TRUST77.8K shares24.39%2026-06-302026-07-13

GWW WW GRAINGER INC5.2K shares0.00%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC19.9K shares44.34%2026-06-302026-07-13

ITOT ISHARES TR41.1K shares-0.53%2026-06-302026-07-13

FCNCA FIRST CTZNS BANCSHARES INC D3.2K shares10.31%2026-06-302026-07-13

PEP PEPSICO INC47.4K shares-2.06%2026-06-302026-07-13

TSCO TRACTOR SUPPLY CO197.5K shares-2.20%2026-06-302026-07-13

AMGN AMGEN INC17.2K shares-2.61%2026-06-302026-07-13

Sponsored

WPC WP CAREY INC83.0K shares-1.19%2026-06-302026-07-13

ULTA BEAUTY INC ULTA BEAUTY INC12.7K shares-8.38%2026-06-302026-07-13

OEF ISHARES TR15.6K shares16.23%2026-06-302026-07-13

IJR ISHARES TR37.8K shares-2.08%2026-06-302026-07-13

CPRT COPART INC199.1K shares-2.02%2026-06-302026-07-13

MSFT MICROSOFT CORP15.0K shares0.41%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS23.5K shares0.06%2026-06-302026-07-13

GOOGL ALPHABET INC15.4K shares-1.88%2026-06-302026-07-13

Sponsored

UBER UBER TECHNOLOGIES INC71.4K shares-1.15%2026-06-302026-07-13

VO VANGUARD INDEX FDS61.6K shares303.64%2026-06-302026-07-13

LOW LOWES COS INC22.5K shares150.27%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC8.4K shares-19.07%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T21.7K shares1.65%2026-06-302026-07-13

IBRX IMMUNITYBIO INC512.6K shares-7.15%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR157.9K shares-1.38%2026-06-302026-07-13

OUNZ VANECK MERK GOLD ETF112.2K shares43.52%2026-06-302026-07-13

Sponsored

EFA ISHARES TR41.2K shares0.00%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.5K shares1.37%2026-06-302026-07-13

COR CENCORA INC14.4K shares-0.01%2026-06-302026-07-13

IGM ISHARES TR24.9K shares-12.01%2026-06-302026-07-13

VTV VANGUARD INDEX FDS18.6K shares-0.40%2026-06-302026-07-13

IGV ISHARES TR44.6K shares18.25%2026-06-302026-07-13

GLD SPDR GOLD TR10.5K shares1.15%2026-06-302026-07-13

VV VANGUARD INDEX FDS11.0K shares0.00%2026-06-302026-07-13

Sponsored

OUSM ALPS ETF TR79.6K shares-4.88%2026-06-302026-07-13

ISTB ISHARES TR77.6K shares10.63%2026-06-302026-07-13

ABBVIE INC ABBVIE INC14.8K shares-0.43%2026-06-302026-07-13

IYR ISHARES TR36.0K shares0.00%2026-06-302026-07-13

FNB F N B CORP191.2K shares0.00%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW27.9K shares-0.44%2026-06-302026-07-13

VIS VANGUARD WORLD FD9.8K shares-0.61%2026-06-302026-07-13

CNI CANADIAN NATL RY CO28.6K shares0.00%2026-06-302026-07-13

Sponsored

BLK BLACKROCK INC3.4K shares-0.29%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS39.2K shares-0.22%2026-06-302026-07-13

INTU INTUIT12.1K shares0.33%2026-06-302026-07-13

SNPE DBX ETF TR45.1K shares-3.41%2026-06-302026-07-13

JPST J P MORGAN EXCHANGE TRADED F57.3K shares1.66%2026-06-302026-07-13

RBC RBC BEARINGS INC4.4K shares-1.07%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON11.1K shares3.94%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS7.6K shares1.45%2026-06-302026-07-13

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.7K shares0.08%2026-06-302026-07-13

VHT VANGUARD WORLD FD9.2K shares89.80%2026-06-302026-07-13

MRK MERCK & CO INC21.3K shares-0.18%2026-06-302026-07-13

TECB ISHARES TR38.0K shares0.01%2026-06-302026-07-13

MYRG MYR GROUP INC5.3K shares-25.70%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC5.2K shares47.31%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC8.6K shares-0.37%2026-06-302026-07-13

SCHM SCHWAB STRATEGIC TR69.8K shares0.82%2026-06-302026-07-13

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F54.1K shares-2.05%2026-06-302026-07-13

ITA ISHARES TR10.3K shares1.33%2026-06-302026-07-13

TPR TAPESTRY INC16.9K shares0.00%2026-06-302026-07-13

PRF INVESCO EXCHANGE TRADED FD T44.9K shares-0.06%2026-06-302026-07-13

TMUS T-MOBILE US INC14.3K shares-1.46%2026-06-302026-07-13

PFFA ETFIS SER TR I114.0K shares6.06%2026-06-302026-07-13

FDVV FIDELITY COVINGTON TRUST38.7K shares-21.99%2026-06-302026-07-13

EMXC ISHARES INC22.1K shares-3.17%2026-06-302026-07-13

Sponsored

ETFS GOLD TR ETFS GOLD TR55.9K shares0.78%2026-06-302026-07-13

JEPI J P MORGAN EXCHANGE TRADED F37.7K shares-1.07%2026-06-302026-07-13

FNDX SCHWAB STRATEGIC TR68.4K shares5.16%2026-06-302026-07-13

DORM DORMAN PRODS INC15.6K shares-7.49%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC21.4K shares-4.64%2026-06-302026-07-13

SCHO SCHWAB STRATEGIC TR87.4K shares-13.08%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.0K shares-0.70%2026-06-302026-07-13

OKE ONEOK INC NEW23.4K shares-0.49%2026-06-302026-07-13

Sponsored

ICSH ISHARES TR39.7K shares-11.01%2026-06-302026-07-13

IXN ISHARES TR13.8K shares-7.86%2026-06-302026-07-13

SOLS SOLSTICE ADVANCED MATLS INC22.2K shares30.74%2026-06-302026-07-13

AVUV AMERICAN CENTY ETF TR15.7K shares31.01%2026-06-302026-07-13

WMT WALMART INC17.2K shares-0.17%2026-06-302026-07-13

ADVANCED ENERGY INDS ADVANCED ENERGY INDS5.2K shares-4.58%2026-06-302026-07-13

IWF ISHARES TR15.4K shares300.65%2026-06-302026-07-13

BX BLACKSTONE INC16.1K shares55.46%2026-06-302026-07-13

Sponsored

GEV GE VERNOVA INC1.6K shares0.31%2026-06-302026-07-13

PHEQ MORGAN STANLEY ETF TRUST54.6K shares-0.44%2026-06-302026-07-13

SPHY SPDR SERIES TRUST79.4K shares0.18%2026-06-302026-07-13

OTIS OTIS WORLDWIDE CORP25.8K shares-7.77%2026-06-302026-07-13

APPLIED INDL TECHNOLOGIES IN APPLIED INDL TECHNOLOGIES IN5.5K shares-0.53%2026-06-302026-07-13

ISHARES TR ISHARES TR18.7K shares-3.45%2026-06-302026-07-13

DY DYCOM INDS INC3.5K shares0.00%2026-06-302026-07-13

MBB ISHARES TR18.5K shares-0.13%2026-06-302026-07-13

Sponsored

MU MICRON TECHNOLOGY INC1.5K shares-0.79%2026-06-302026-07-13

HWM HOWMET AEROSPACE INC6.5K shares-0.23%2026-06-302026-07-13

ITB ISHARES TR16.5K sharesnew addition2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS21.8K shares-10.03%2026-06-302026-07-13

CRS CARPENTER TECHNOLOGY CORP2.8K shares-0.14%2026-06-302026-07-13

IHDG WISDOMTREE TR32.2K shares-0.52%2026-06-302026-07-13

SCHA SCHWAB STRATEGIC TR46.7K shares1.82%2026-06-302026-07-13

IGSB ISHARES TR32.0K shares0.36%2026-06-302026-07-13

Sponsored

ADI ANALOG DEVICES INC4.2K shares-13.34%2026-06-302026-07-13

SNEX STONEX GROUP INC13.9K shares1.79%2026-06-302026-07-13

WSM WILLIAMS SONOMA INC7.0K shares-49.34%2026-06-302026-07-13

SPLV INVESCO EXCH TRADED FD TR II21.9K shares-8.72%2026-06-302026-07-13

CSX CSX CORP33.7K shares0.01%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC13.7K shares19.14%2026-06-302026-07-13

PFXF VANECK ETF TRUST88.6K shares13.40%2026-06-302026-07-13

MEDP MEDPACE HLDGS INC3.0K shares-2.41%2026-06-302026-07-13

Sponsored

ALLW SSGA ACTIVE TR52.9K shares2.04%2026-06-302026-07-13

HD HOME DEPOT INC4.4K shares-65.80%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.0K shares13.84%2026-06-302026-07-13

LVHI LEGG MASON ETF INVT37.2K shares-30.98%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares1.98%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-13

PAAA PGIM ETF TR29.2K shares61.03%2026-06-302026-07-13

BROADCOM INC BROADCOM INC3.9K shares0.03%2026-06-302026-07-13

Sponsored

CISCO SYS INC CISCO SYS INC12.6K shares-14.71%2026-06-302026-07-13

GE GE AEROSPACE3.9K shares-0.40%2026-06-302026-07-13

SYK STRYKER CORPORATION4.5K shares50.60%2026-06-302026-07-13

MEC MAYVILLE ENGR CO INC37.9K shares-2.77%2026-06-302026-07-13

NKE NIKE INC33.6K shares-23.98%2026-06-302026-07-13

BALI BLACKROCK ETF TRUST40.1K shares0.61%2026-06-302026-07-13

SEIX VIRTUS ETF TR II58.5K shares0.16%2026-06-302026-07-13

SIVR ABRDN SILVER ETF TRUST24.0K shares-11.19%2026-06-302026-07-13

Sponsored

CVCO CAVCO INDS INC DEL2.2K shares-2.44%2026-06-302026-07-13

PAYX PAYCHEX INC13.7K shares-10.33%2026-06-302026-07-13

BE BLOOM ENERGY CORP4.4K shares-0.11%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP14.5K shares0.00%2026-06-302026-07-13

SPHQ INVESCO EXCHANGE TRADED FD T14.8K shares-32.80%2026-06-302026-07-13

SPYI NEOS ETF TRUST24.6K shares-0.32%2026-06-302026-07-13

CDE COEUR MNG INC79.7K shares0.00%2026-06-302026-07-13

IRT INDEPENDENCE RLTY TR INC77.5K shares-3.13%2026-06-302026-07-13

Sponsored

GGG GRACO INC17.0K shares11.36%2026-06-302026-07-13

SYLD CAMBRIA ETF TR16.2K shares-10.81%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS25.3K shares0.00%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F15.0K shares0.03%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC1.7K shares-5.72%2026-06-302026-07-13

DGRW WISDOMTREE TR13.0K shares0.01%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares8.60%2026-06-302026-07-13

ISHARES TR ISHARES TR12.4K shares-1.34%2026-06-302026-07-13

Sponsored

SFST SOUTHERN FIRST BANCSHARES19.6K shares2.27%2026-06-302026-07-13

UNP UNION PAC CORP4.4K shares0.00%2026-06-302026-07-13

QUS SPDR SERIES TRUST6.3K shares-0.51%2026-06-302026-07-13

CEFS EXCHANGE LISTED FDS TR45.7K shares-0.75%2026-06-302026-07-13

SOUTHERN CO SOUTHERN CO12.0K shares-3.60%2026-06-302026-07-13

FENY FIDELITY COVINGTON TRUST38.8K shares0.00%2026-06-302026-07-13

GLW CORNING INC4.5K shares0.56%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS22.0K shares0.20%2026-06-302026-07-13

Sponsored

RTX CORPORATION RTX CORPORATION6.0K shares0.03%2026-06-302026-07-13

SAIA SAIA INC2.7K shares1.97%2026-06-302026-07-13

HYGH ISHARES U S ETF TR12.9K shares-0.52%2026-06-302026-07-13

CVX CHEVRON CORPORATION6.7K shares0.24%2026-06-302026-07-13

JBND J P MORGAN EXCHANGE TRADED F20.8K shares37.55%2026-06-302026-07-13

PAAS PAN AMERN SILVER CORP24.8K shares0.00%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.15.5K shares0.66%2026-06-302026-07-13

FTI TECHNIPFMC PLC16.6K shares0.00%2026-06-302026-07-13

Sponsored

WORLD GOLD TR WORLD GOLD TR13.9K shares12.29%2026-06-302026-07-13

AIR AAR CORP7.7K shares1.97%2026-06-302026-07-13

XNTK SPDR SERIES TRUST2.8K shares40.23%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS14.1K shares-2.54%2026-06-302026-07-13

BATRK ATLANTA BRAVES HLDGS INC20.5K shares-2.58%2026-06-302026-07-13

ACWI ISHARES TR6.8K shares-10.36%2026-06-302026-07-13

DVY ISHARES TR6.8K shares-3.82%2026-06-302026-07-13

BCS BARCLAYS PLC39.5K shares0.00%2026-06-302026-07-13

Sponsored

USFR WISDOMTREE TR20.7K shares24.56%2026-06-302026-07-13

FCFS FIRSTCASH HOLDINGS INC4.8K shares0.00%2026-06-302026-07-13

VIAV VIAVI SOLUTIONS INC21.8K shares0.00%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.3K shares-10.65%2026-06-302026-07-13

C CITIGROUP INC7.3K shares0.00%2026-06-302026-07-13

OSW ONESPAWORLD HOLDINGS LIMITED36.0K shares3.36%2026-06-302026-07-13

APEI AMERICAN PUB ED INC18.8K shares0.00%2026-06-302026-07-13

ADUS ADDUS HOMECARE CORP10.0K shares32.97%2026-06-302026-07-13

Sponsored

ANGL VANECK ETF TRUST34.1K shares7.86%2026-06-302026-07-13

VANECK ETF TRUST VANECK ETF TRUST13.2K shares-17.20%2026-06-302026-07-13

CWST CASELLA WASTE SYS INC10.3K shares42.04%2026-06-302026-07-13

OZ BELPOINTE PREP LLC21.8K shares0.00%2026-06-302026-07-13

TSLA TESLA INC2.3K shares26.28%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO10.7K shares0.01%2026-06-302026-07-13

GTLS CHART INDS INC4.7K shares-1.06%2026-06-302026-07-13

RNST RENASANT CORP22.0K shares-0.62%2026-06-302026-07-13

Sponsored

HYBL SSGA ACTIVE TR33.5K shares9.22%2026-06-302026-07-13

BILS SPDR SERIES TRUST9.4K shares-44.01%2026-06-302026-07-13

PFRL PGIM ETF TR18.9K shares-0.51%2026-06-302026-07-13

CALF PACER FDS TR18.4K shares-6.21%2026-06-302026-07-13

FLQM FRANKLIN TEMPLETON ETF TR16.1K shares0.00%2026-06-302026-07-13

MKL MARKEL GROUP INC471 sharesnew addition2026-06-302026-07-13

MCD MCDONALDS CORP3.4K shares0.06%2026-06-302026-07-13

VXUS VANGUARD STAR FDS10.7K shares0.00%2026-06-302026-07-13

Sponsored

GILD GILEAD SCIENCES INC7.2K shares0.01%2026-06-302026-07-13

ODC OIL DRI CORP AMER8.9K shares2.24%2026-06-302026-07-13

CAH CARDINAL HEALTH INC3.8K shares-2.56%2026-06-302026-07-13

TFC TRUIST FINL CORP18.1K shares-0.04%2026-06-302026-07-13

DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN14.7K sharesnew addition2026-06-302026-07-13

PSC PRINCIPAL EXCHANGE TRADED FD12.6K shares-1.70%2026-06-302026-07-13

TKR TIMKEN CO6.1K shares2.15%2026-06-302026-07-13

MGC VANGUARD WORLD FD3.2K shares0.00%2026-06-302026-07-13

Sponsored

VDE VANGUARD WORLD FD5.8K shares-4.71%2026-06-302026-07-13

EXP EAGLE MATLS INC3.8K shares37.11%2026-06-302026-07-13

ARMN ARIS MINING CORPORATION57.7K shares0.00%2026-06-302026-07-13

ATI INC ATI INC4.3K shares0.00%2026-06-302026-07-13

DDWM WISDOMTREE TR18.2K shares2.28%2026-06-302026-07-13

DIA STATE STR SPDR DOW JONES IND1.6K shares0.00%2026-06-302026-07-13

PNFP PINNACLE FINL PARTNERS INC8.1K shares31.45%2026-06-302026-07-13

REGN REGENERON PHARMACEUTICALS1.3K shares0.08%2026-06-302026-07-13

Sponsored

CAC CAMDEN NATL CORP14.7K shares2.53%2026-06-302026-07-13

DRI DARDEN RESTAURANTS INC3.8K shares-11.68%2026-06-302026-07-13

LGLV SPDR SERIES TRUST4.3K shares0.00%2026-06-302026-07-13

PG PROCTER & GAMBLE CO5.3K shares0.00%2026-06-302026-07-13

HGER HARBOR ETF TRUST26.1K shares0.00%2026-06-302026-07-13

ENB ENBRIDGE INC14.1K shares0.00%2026-06-302026-07-13

USRT ISHARES TR11.5K sharesnew addition2026-06-302026-07-13

IRM IRON MTN INC DEL6.0K shares0.00%2026-06-302026-07-13

Sponsored

CALM CAL MAINE FOODS INC9.3K shares46.71%2026-06-302026-07-13

HQY HEALTHEQUITY INC8.3K shares-2.73%2026-06-302026-07-13

ROAD CONSTRUCTION PARTNERS INC6.3K shares0.00%2026-06-302026-07-13

KAI KADANT INC2.4K shares-1.88%2026-06-302026-07-13

IAU ISHARES GOLD TR9.7K shares-38.22%2026-06-302026-07-13

VCLT VANGUARD SCOTTSDALE FDS9.8K shares0.00%2026-06-302026-07-13

QXO QXO INC42.5K shares126.84%2026-06-302026-07-13

CCJ CAMECO CORP7.2K shares0.00%2026-06-302026-07-13

Sponsored

WFC WELLS FARGO & CO8.8K shares0.16%2026-06-302026-07-13

PIM PUTNAM MASTER INTER INCOME T224.0K shares-5.91%2026-06-302026-07-13

XOMETRY INC XOMETRY INC7.5K shares0.00%2026-06-302026-07-13

ULS UL SOLUTIONS INC7.1K shares2.07%2026-06-302026-07-13

KALU KAISER ALUMINIUM CORPORATION3.7K shares-32.83%2026-06-302026-07-13

CASH PATHWARD FINANCIAL INC8.2K shares2.01%2026-06-302026-07-13

BAC BANK OF AMER CORP12.4K shares0.11%2026-06-302026-07-13

DBEF DBX ETF TR12.8K shares0.00%2026-06-302026-07-13

Sponsored

SSNC SS&C TECH HLDGS11.2K shares41.40%2026-06-302026-07-13

MUB ISHARES TR6.5K shares0.00%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP2.2K shares0.00%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC7.8K shares1.14%2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP1.3K shares-0.15%2026-06-302026-07-13

MSGS MADISON SQUARE GRDN SPRT COR1.7K shares2.09%2026-06-302026-07-13

BANC BANC OF CALIFORNIA INC33.2K shares0.00%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS9.2K shares1.12%2026-06-302026-07-13

Sponsored

CENX CENTURY ALUM CO14.6K shares0.00%2026-06-302026-07-13

SOUTHSTATE BK CORP SOUTHSTATE BK CORP6.6K shares2.53%2026-06-302026-07-13

EMLP FIRST TR EXCHANGE-TRADED FD15.2K shares6.71%2026-06-302026-07-13

ORLY OREILLY AUTOMOTIVE INC7.1K shares1.30%2026-06-302026-07-13

STEL STELLAR BANCORP INC16.5K shares2.32%2026-06-302026-07-13

VIK VIKING HOLDINGS LTD6.1K shares0.02%2026-06-302026-07-13

OPCH OPTION CARE HEALTH INC30.1K shares-2.99%2026-06-302026-07-13

FTNT FORTINET INC4.0K shares0.05%2026-06-302026-07-13

Sponsored

PRIMORIS SVCS CORP PRIMORIS SVCS CORP6.2K sharesnew addition2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC607 shares-0.49%2026-06-302026-07-13

IFS INTERCORP FINL SVCS INC10.7K shares0.00%2026-06-302026-07-13

AGI ALAMOS GOLD INC20.1K shares0.00%2026-06-302026-07-13

OKTA OKTA INC4.5K shares2.49%2026-06-302026-07-13

RY ROYAL BK CDA2.9K shares0.00%2026-06-302026-07-13

OLLI OLLIES BARGAIN OUTLET HLDGS7.7K shares43.85%2026-06-302026-07-13

GRAL GRAIL INC8.5K shares0.00%2026-06-302026-07-13

Sponsored

LQD ISHARES TR5.3K shares0.09%2026-06-302026-07-13

SPIP SPDR SERIES TRUST22.5K shares0.00%2026-06-302026-07-13

SPMO INVESCO EXCH TRADED FD TR II3.5K shares-31.40%2026-06-302026-07-13

VGT VANGUARD WORLD FD4.7K shares731.27%2026-06-302026-07-13

ERO ERO COPPER CORP20.8K shares0.00%2026-06-302026-07-13

PLMR PALOMAR HLDGS INC4.3K shares0.00%2026-06-302026-07-13

CFG CITIZENS FINL GROUP INC7.8K shares0.00%2026-06-302026-07-13

SBUX STARBUCKS CORP5.3K shares0.08%2026-06-302026-07-13

Sponsored

SPSB SPDR SERIES TRUST18.0K shares2.09%2026-06-302026-07-13

GRC GORMAN RUPP CO5.9K shares0.00%2026-06-302026-07-13

DBJP DBX ETF TR4.7K shares0.00%2026-06-302026-07-13

WCC WESCO INTL INC1.6K shares2.22%2026-06-302026-07-13

WAT WATERS CORP1.4K shares-17.43%2026-06-302026-07-13

MP MP MATERIALS CORP9.4K shares0.00%2026-06-302026-07-13

SCHE SCHWAB STRATEGIC TR14.5K shares0.22%2026-06-302026-07-13

EFG ISHARES TR4.1K shares-1.69%2026-06-302026-07-13

Sponsored

ETN EATON CORP PLC1.2K shares-0.08%2026-06-302026-07-13

VTRS VIATRIS INC32.1K sharesnew addition2026-06-302026-07-13

EBC EASTERN BANKSHARES INC22.8K shares0.00%2026-06-302026-07-13

SHYG ISHARES TR11.9K shares0.00%2026-06-302026-07-13

XMLV INVESCO EXCH TRADED FD TR II7.6K shares-15.44%2026-06-302026-07-13

EEFT EURONET WORLDWIDE INC6.7K shares-10.83%2026-06-302026-07-13

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.7K shares-2.00%2026-06-302026-07-13

RGLD ROYAL GOLD INC2.3K shares0.00%2026-06-302026-07-13

Sponsored

NLR VANECK ETF TRUST4.0K shares18.85%2026-06-302026-07-13

QQQM INVESCO EXCH TRADED FD TR II1.5K shares20.65%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP883 shares0.11%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC10.6K shares-11.37%2026-06-302026-07-13

AZO AUTOZONE INC139 shares-13.13%2026-06-302026-07-13

AHR AMERICAN HEALTHCARE REIT INC8.5K shares0.00%2026-06-302026-07-13

GPIX GOLDMAN SACHS ETF TR7.9K shares17.46%2026-06-302026-07-13

KMI KINDER MORGAN INC DEL13.7K shares-5.36%2026-06-302026-07-13

Sponsored

CLOI VANECK ETF TRUST8.3K shares0.00%2026-06-302026-07-13

IFRA ISHARES TR6.9K shares0.00%2026-06-302026-07-13

OHI OMEGA HEALTHCARE INVS INC8.9K shares0.00%2026-06-302026-07-13

DOMINION ENERGY INC DOMINION ENERGY INC6.1K shares-0.02%2026-06-302026-07-13

MPWR MONOLITHIC PWR SYS INC301 shares0.00%2026-06-302026-07-13

AMG AFFILIATED MANAGERS GROUP1.2K shares0.00%2026-06-302026-07-13

VTHR VANGUARD SCOTTSDALE FDS1.2K shares-0.95%2026-06-302026-07-13

VB VANGUARD INDEX FDS1.3K shares-1.76%2026-06-302026-07-13

Sponsored

DE DEERE & CO635 shares0.00%2026-06-302026-07-13

EXLS EXLSERVICE HLDGS INC15.3K shares-2.43%2026-06-302026-07-13

MEDTRONIC PLC MEDTRONIC PLC4.9K sharesnew addition2026-06-302026-07-13

NVS NOVARTIS AG2.5K shares0.00%2026-06-302026-07-13

LC HAPPEN INC18.2K shares0.00%2026-06-302026-07-13

HSY HERSHEY CO2.1K shares0.05%2026-06-302026-07-13

TXN TEXAS INSTRS INC1.2K shares0.00%2026-06-302026-07-13

SPIN SSGA ACTIVE TR11.4K shares-1.04%2026-06-302026-07-13

Sponsored

ADVANSIX INC ADVANSIX INC18.3K shares2.32%2026-06-302026-07-13

CHY CALAMOS CONV & HIGH INCOME F26.7K shares0.00%2026-06-302026-07-13

IUSV ISHARES TR3.3K shares-5.58%2026-06-302026-07-13

COP CONOCOPHILLIPS3.5K shares0.06%2026-06-302026-07-13

SMH VANECK ETF TRUST550 sharesnew addition2026-06-302026-07-13

DFAX DIMENSIONAL ETF TRUST9.7K shares0.00%2026-06-302026-07-13

HYBB ISHARES TR7.6K shares1.54%2026-06-302026-07-13

NJR NEW JERSEY RES CORP6.3K shares0.00%2026-06-302026-07-13

Sponsored

XLV SELECT SECTOR SPDR TR2.2K shares0.00%2026-06-302026-07-13

PFE PFIZER INC14.6K shares0.54%2026-06-302026-07-13

DLN WISDOMTREE TR3.6K shares0.06%2026-06-302026-07-13

DIS DISNEY WALT CO3.5K shares-0.03%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC594 shares2.77%2026-06-302026-07-13

BJ BJS WHSL CLUB HLDGS INC3.8K shares4.49%2026-06-302026-07-13

UTF COHEN & STEERS INFRASTRUCTUR11.9K shares23.85%2026-06-302026-07-13

PRFZ INVESCO EXCHANGE TRADED FD T5.8K shares1.48%2026-06-302026-07-13

Sponsored

IGIB ISHARES TR6.0K shares0.00%2026-06-302026-07-13

MAR MARRIOTT INTL INC NEW851 shares0.00%2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC725 sharesnew addition2026-06-302026-07-13

AXP AMERICAN EXPRESS CO924 shares0.11%2026-06-302026-07-13

VRIG INVESCO ACTIVELY MANAGED EXC12.2K shares25.41%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS3.2K shares0.00%2026-06-302026-07-13

QDF FLEXSHARES TR3.3K shares0.00%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC1.6K shares0.12%2026-06-302026-07-13

Sponsored

SLYV SPDR SERIES TRUST2.7K shares-12.23%2026-06-302026-07-13

LMAT LEMAITRE VASCULAR INC3.0K sharesnew addition2026-06-302026-07-13

PAVE GLOBAL X FDS4.9K shares9.49%2026-06-302026-07-13

MDY STATE STR SPDR S&P MIDCAP 40406 shares0.00%2026-06-302026-07-13

IEX IDEX CORP1.2K shares0.00%2026-06-302026-07-13

ABT ABBOTT LABORATORIES3.1K shares-6.20%2026-06-302026-07-13

FLTR VANECK ETF TRUST10.6K shares29.98%2026-06-302026-07-13

VDC VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-13

Sponsored

ITW ILLINOIS TOOL WKS INC997 shares-0.10%2026-06-302026-07-13

BCD ABRDN ETFS7.9K shares0.00%2026-06-302026-07-13

CORTEVA INC CORTEVA INC3.1K shares3.37%2026-06-302026-07-13

MCK MCKESSON CORP347 sharesnew addition2026-06-302026-07-13

XSVM INVESCO EXCHANGE TRADED FD T3.7K shares0.00%2026-06-302026-07-13

FESM FIDELITY COVINGTON TRUST5.4K shares0.00%2026-06-302026-07-13

IDEXX LABS INC IDEXX LABS INC486 shares0.00%2026-06-302026-07-13

AUR AURORA INNOVATION INC37.3K shares-48.18%2026-06-302026-07-13

Sponsored

DFAC DIMENSIONAL ETF TRUST5.7K shares0.25%2026-06-302026-07-13

IEMG ISHARES INC3.0K shares-1.50%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO4.3K shares-16.06%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR2.5K sharesnew addition2026-06-302026-07-13

AMT AMERICAN TOWER CORP1.5K shares-5.67%2026-06-302026-07-13

XMMO INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-06-302026-07-13

PRU PRUDENTIAL FINL INC2.2K shares0.00%2026-06-302026-07-13

FTSM FIRST TR EXCHANGE-TRADED FD4.0K shares0.00%2026-06-302026-07-13

Sponsored

UPS UNITED PARCEL SVCS INC2.2K shares1.38%2026-06-302026-07-13

BLDR BUILDERS FIRSTSOURCE INC2.6K sharesnew addition2026-06-302026-07-13

ORACLE CORP ORACLE CORP1.6K shares-7.04%2026-06-302026-07-13

EFAA INVESCO ACTIVELY MANAGED EXC4.1K sharesnew addition2026-06-302026-07-13

CVS CVS HEALTH CORP2.2K shares-75.96%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS812 sharesnew addition2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION3.1K sharesnew addition2026-06-302026-07-13

EXR EXTRA SPACE STORAGE INC1.5K shares0.00%2026-06-302026-07-13

Sponsored

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-13

VFH VANGUARD WORLD FD1.7K shares0.24%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS1.4K shares0.14%2026-06-302026-07-13

ALAI THE ALGER ETF TRUST4.8K sharesnew addition2026-06-302026-07-13

BDN BRANDYWINE RLTY TR68.5K shares2.86%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR2.4K sharesnew addition2026-06-302026-07-13

DIVO AMPLIFY ETF TR4.7K shares1.22%2026-06-302026-07-13

BTI BRITISH AMERN TOB PLC3.5K shares0.00%2026-06-302026-07-13

Sponsored

SIXG ETF SER SOLUTIONS2.3K sharesnew addition2026-06-302026-07-13

TGT TARGET CORP1.6K sharesnew addition2026-06-302026-07-13

IWM ISHARES TR710 sharesnew addition2026-06-302026-07-13

FCBC FIRST CMNTY BANKSHARES INC V4.8K sharesnew addition2026-06-302026-07-13

SCHG SCHWAB STRATEGIC TR6.3K sharesnew addition2026-06-302026-07-13

EASG DBX ETF TR5.5K sharesnew addition2026-06-302026-07-13

IOT SAMSARA INC6.5K sharesnew addition2026-06-302026-07-13

SCHV SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-07-13

Sponsored

PUSH PGIM ETF TR4.0K sharesnew addition2026-06-302026-07-13

JFR NUVEEN FLOATING RATE INCOME26.0K shares0.00%2026-06-302026-07-13

AVXL ANAVEX LIFE SCIENCES CORP71.3K shares-39.51%2026-06-302026-07-13

NEA NUVEEN AMT FREE QLTY MUN INC11.3K shares0.00%2026-06-302026-07-13

NUV NUVEEN MUN VALUE FD INC12.1K sharesnew addition2026-06-302026-07-13

NAK NORTHERN DYNASTY MINERALS LT10.0K shares0.00%2026-06-302026-07-13

BTBT BIT DIGITAL INC10.0K shares0.00%2026-06-302026-07-13

DFSCW KWESST MICRO SYSTEMS INC35.0K shares0.00%2026-06-302026-07-13

Sponsored

VOO

VANGUARD INDEX FDS

-2.20%

Shares72.7K

Event2026-06-30

Filed2026-07-13

ISHARES TR

0.39%

Shares56.9K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-1.48%

Shares94.2K

Event2026-06-30

Filed2026-07-13

AMERICAN CENTY ETF TR

New

Shares484.9K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

-3.96%

Shares317.8K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

0.01%

Shares724.5K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-0.23%

Shares27.6K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

0.02%

Shares83.9K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

-1.04%

Shares14.3K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

-0.37%

Shares181.7K

Event2026-06-30

Filed2026-07-13

VISA INC

0.00%

Shares46.3K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-0.42%

Shares51.6K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-1.31%

Shares68.8K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

0.00%

Shares68.6K

Event2026-06-30

Filed2026-07-13

PULS

PGIM ETF TR

3.50%

Shares201.8K

Event2026-06-30

Filed2026-07-13

ECL

ECOLAB INC

-0.91%

Shares35.9K

Event2026-06-30

Filed2026-07-13

SPIB

SPDR SERIES TRUST

2.74%

Shares292.8K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

0.10%

Shares71.4K

Event2026-06-30

Filed2026-07-13

DGRO

ISHARES TR

3.98%

Shares120.7K

Event2026-06-30

Filed2026-07-13

J P MORGAN EXCHANGE TRADED F

0.25%

Shares144.3K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

-0.67%

Shares114.0K

Event2026-06-30

Filed2026-07-13

PSA

PUBLIC STORAGE

-0.75%

Shares26.6K

Event2026-06-30

Filed2026-07-13

COHR

COHERENT CORP

-14.36%

Shares21.0K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

0.49%

Shares281.4K

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

-26.41%

Shares76.1K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

-0.16%

Shares23.5K

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

-3.12%

Shares239.9K

Event2026-06-30

Filed2026-07-13

SPG

SIMON PPTY GROUP INC NEW

-1.86%

Shares33.3K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

0.53%

Shares146.6K

Event2026-06-30

Filed2026-07-13

IQV

IQVIA HLDGS INC

-0.30%

Shares38.1K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

-1.24%

Shares199.5K

Event2026-06-30

Filed2026-07-13

MTZ

MASTEC INC

-4.79%

Shares17.5K

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

24.39%

Shares77.8K

Event2026-06-30

Filed2026-07-13

GWW

WW GRAINGER INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

44.34%

Shares19.9K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

-0.53%

Shares41.1K

Event2026-06-30

Filed2026-07-13

FCNCA

FIRST CTZNS BANCSHARES INC D

10.31%

Shares3.2K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-2.06%

Shares47.4K

Event2026-06-30

Filed2026-07-13

TSCO

TRACTOR SUPPLY CO

-2.20%

Shares197.5K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

-2.61%

Shares17.2K

Event2026-06-30

Filed2026-07-13

WPC

WP CAREY INC

-1.19%

Shares83.0K

Event2026-06-30

Filed2026-07-13

ULTA BEAUTY INC

-8.38%

Shares12.7K

Event2026-06-30

Filed2026-07-13

OEF

ISHARES TR

16.23%

Shares15.6K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-2.08%

Shares37.8K

Event2026-06-30

Filed2026-07-13

CPRT

COPART INC

-2.02%

Shares199.1K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

0.41%

Shares15.0K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

0.06%

Shares23.5K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-1.88%

Shares15.4K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

-1.15%

Shares71.4K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

303.64%

Shares61.6K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

150.27%

Shares22.5K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-19.07%

Shares8.4K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

1.65%

Shares21.7K

Event2026-06-30

Filed2026-07-13

IBRX

IMMUNITYBIO INC

-7.15%

Shares512.6K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

-1.38%

Shares157.9K

Event2026-06-30

Filed2026-07-13

OUNZ

VANECK MERK GOLD ETF

43.52%

Shares112.2K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

0.00%

Shares41.2K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

1.37%

Shares4.5K

Event2026-06-30

Filed2026-07-13

COR

CENCORA INC

-0.01%

Shares14.4K

Event2026-06-30

Filed2026-07-13

IGM

ISHARES TR

-12.01%

Shares24.9K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-0.40%

Shares18.6K

Event2026-06-30

Filed2026-07-13

IGV

ISHARES TR

18.25%

Shares44.6K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

1.15%

Shares10.5K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-13

OUSM

ALPS ETF TR

-4.88%

Shares79.6K

Event2026-06-30

Filed2026-07-13

ISTB

ISHARES TR

10.63%

Shares77.6K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

-0.43%

Shares14.8K

Event2026-06-30

Filed2026-07-13

IYR

ISHARES TR

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-13

FNB

F N B CORP

0.00%

Shares191.2K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

-0.44%

Shares27.9K

Event2026-06-30

Filed2026-07-13

VIS

VANGUARD WORLD FD

-0.61%

Shares9.8K

Event2026-06-30

Filed2026-07-13

CNI

CANADIAN NATL RY CO

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

-0.29%

Shares3.4K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

-0.22%

Shares39.2K

Event2026-06-30

Filed2026-07-13

INTU

INTUIT

0.33%

Shares12.1K

Event2026-06-30

Filed2026-07-13

SNPE

DBX ETF TR

-3.41%

Shares45.1K

Event2026-06-30

Filed2026-07-13

JPST

J P MORGAN EXCHANGE TRADED F

1.66%

Shares57.3K

Event2026-06-30

Filed2026-07-13

RBC

RBC BEARINGS INC

-1.07%

Shares4.4K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

3.94%

Shares11.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

1.45%

Shares7.6K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

0.08%

Shares3.7K

Event2026-06-30

Filed2026-07-13

VHT

VANGUARD WORLD FD

89.80%

Shares9.2K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-0.18%

Shares21.3K

Event2026-06-30

Filed2026-07-13

TECB

ISHARES TR

0.01%

Shares38.0K

Event2026-06-30

Filed2026-07-13

MYRG

MYR GROUP INC

-25.70%

Shares5.3K

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

47.31%

Shares5.2K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

-0.37%

Shares8.6K

Event2026-06-30

Filed2026-07-13

SCHM

SCHWAB STRATEGIC TR

0.82%

Shares69.8K

Event2026-06-30

Filed2026-07-13

JPIE

J P MORGAN EXCHANGE TRADED F

-2.05%

Shares54.1K

Event2026-06-30

Filed2026-07-13

ITA

ISHARES TR

1.33%

Shares10.3K

Event2026-06-30

Filed2026-07-13

TPR

TAPESTRY INC

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-13

PRF

INVESCO EXCHANGE TRADED FD T

-0.06%

Shares44.9K

Event2026-06-30

Filed2026-07-13

TMUS

T-MOBILE US INC

-1.46%

Shares14.3K

Event2026-06-30

Filed2026-07-13

PFFA

ETFIS SER TR I

6.06%

Shares114.0K

Event2026-06-30

Filed2026-07-13

FDVV

FIDELITY COVINGTON TRUST

-21.99%

Shares38.7K

Event2026-06-30

Filed2026-07-13

EMXC

ISHARES INC

-3.17%

Shares22.1K

Event2026-06-30

Filed2026-07-13

ETFS GOLD TR

0.78%

Shares55.9K

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares37.7K

Event2026-06-30

Filed2026-07-13

FNDX

SCHWAB STRATEGIC TR

5.16%

Shares68.4K

Event2026-06-30

Filed2026-07-13

DORM

DORMAN PRODS INC

-7.49%

Shares15.6K

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

-4.64%

Shares21.4K

Event2026-06-30

Filed2026-07-13

SCHO

SCHWAB STRATEGIC TR

-13.08%

Shares87.4K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

-0.70%

Shares5.0K

Event2026-06-30

Filed2026-07-13

OKE

ONEOK INC NEW

-0.49%

Shares23.4K

Event2026-06-30

Filed2026-07-13

ICSH

ISHARES TR

-11.01%

Shares39.7K

Event2026-06-30

Filed2026-07-13

IXN

ISHARES TR

-7.86%

Shares13.8K

Event2026-06-30

Filed2026-07-13

SOLS

SOLSTICE ADVANCED MATLS INC

30.74%

Shares22.2K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

31.01%

Shares15.7K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-0.17%

Shares17.2K

Event2026-06-30

Filed2026-07-13

ADVANCED ENERGY INDS

-4.58%

Shares5.2K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

300.65%

Shares15.4K

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

55.46%

Shares16.1K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

0.31%

Shares1.6K

Event2026-06-30

Filed2026-07-13

PHEQ

MORGAN STANLEY ETF TRUST

-0.44%

Shares54.6K

Event2026-06-30

Filed2026-07-13

SPHY

SPDR SERIES TRUST

0.18%

Shares79.4K

Event2026-06-30

Filed2026-07-13

OTIS

OTIS WORLDWIDE CORP

-7.77%

Shares25.8K

Event2026-06-30

Filed2026-07-13

APPLIED INDL TECHNOLOGIES IN

-0.53%

Shares5.5K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-3.45%

Shares18.7K

Event2026-06-30

Filed2026-07-13

DYCOM INDS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

MBB

ISHARES TR

-0.13%

Shares18.5K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-0.79%

Shares1.5K

Event2026-06-30

Filed2026-07-13

HWM

HOWMET AEROSPACE INC

-0.23%

Shares6.5K

Event2026-06-30

Filed2026-07-13

ITB

ISHARES TR

New

Shares16.5K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

-10.03%

Shares21.8K

Event2026-06-30

Filed2026-07-13

CRS

CARPENTER TECHNOLOGY CORP

-0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-13

IHDG

WISDOMTREE TR

-0.52%

Shares32.2K

Event2026-06-30

Filed2026-07-13

SCHA

SCHWAB STRATEGIC TR

1.82%

Shares46.7K

Event2026-06-30

Filed2026-07-13

IGSB

ISHARES TR

0.36%

Shares32.0K

Event2026-06-30

Filed2026-07-13

ADI

ANALOG DEVICES INC

-13.34%

Shares4.2K

Event2026-06-30

Filed2026-07-13

SNEX

STONEX GROUP INC

1.79%

Shares13.9K

Event2026-06-30

Filed2026-07-13

WSM

WILLIAMS SONOMA INC

-49.34%

Shares7.0K

Event2026-06-30

Filed2026-07-13

SPLV

INVESCO EXCH TRADED FD TR II

-8.72%

Shares21.9K

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

0.01%

Shares33.7K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

19.14%

Shares13.7K

Event2026-06-30

Filed2026-07-13

PFXF

VANECK ETF TRUST

13.40%

Shares88.6K

Event2026-06-30

Filed2026-07-13

MEDP

MEDPACE HLDGS INC

-2.41%

Shares3.0K

Event2026-06-30

Filed2026-07-13

ALLW

SSGA ACTIVE TR

2.04%

Shares52.9K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

-65.80%

Shares4.4K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

13.84%

Shares3.0K

Event2026-06-30

Filed2026-07-13

LVHI

LEGG MASON ETF INVT

-30.98%

Shares37.2K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.98%

Shares3.1K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-13

PAAA

PGIM ETF TR

61.03%

Shares29.2K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

-14.71%

Shares12.6K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

-0.40%

Shares3.9K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

50.60%

Shares4.5K

Event2026-06-30

Filed2026-07-13

MEC

MAYVILLE ENGR CO INC

-2.77%

Shares37.9K

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

-23.98%

Shares33.6K

Event2026-06-30

Filed2026-07-13

BALI

BLACKROCK ETF TRUST

0.61%

Shares40.1K

Event2026-06-30

Filed2026-07-13

SEIX

VIRTUS ETF TR II

0.16%

Shares58.5K

Event2026-06-30

Filed2026-07-13

SIVR

ABRDN SILVER ETF TRUST

-11.19%

Shares24.0K

Event2026-06-30

Filed2026-07-13

CVCO

CAVCO INDS INC DEL

-2.44%

Shares2.2K

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

-10.33%

Shares13.7K

Event2026-06-30

Filed2026-07-13

BLOOM ENERGY CORP

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-13

SPHQ

INVESCO EXCHANGE TRADED FD T

-32.80%

Shares14.8K

Event2026-06-30

Filed2026-07-13

SPYI

NEOS ETF TRUST

-0.32%

Shares24.6K

Event2026-06-30

Filed2026-07-13

CDE

COEUR MNG INC

0.00%

Shares79.7K

Event2026-06-30

Filed2026-07-13

IRT

INDEPENDENCE RLTY TR INC

-3.13%

Shares77.5K

Event2026-06-30

Filed2026-07-13

GGG

GRACO INC

11.36%

Shares17.0K

Event2026-06-30

Filed2026-07-13

SYLD

CAMBRIA ETF TR

-10.81%

Shares16.2K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

0.00%

Shares25.3K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

0.03%

Shares15.0K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

-5.72%

Shares1.7K

Event2026-06-30

Filed2026-07-13

DGRW

WISDOMTREE TR

0.01%

Shares13.0K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.60%

Shares2.5K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-1.34%

Shares12.4K

Event2026-06-30

Filed2026-07-13

SFST

SOUTHERN FIRST BANCSHARES

2.27%

Shares19.6K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-13

QUS

SPDR SERIES TRUST

-0.51%

Shares6.3K

Event2026-06-30

Filed2026-07-13

CEFS

EXCHANGE LISTED FDS TR

-0.75%

Shares45.7K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

-3.60%

Shares12.0K

Event2026-06-30

Filed2026-07-13

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares38.8K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

0.56%

Shares4.5K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

0.20%

Shares22.0K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

0.03%

Shares6.0K

Event2026-06-30

Filed2026-07-13

SAIA

SAIA INC

1.97%

Shares2.7K

Event2026-06-30

Filed2026-07-13

HYGH

ISHARES U S ETF TR

-0.52%

Shares12.9K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

0.24%

Shares6.7K

Event2026-06-30

Filed2026-07-13

JBND

J P MORGAN EXCHANGE TRADED F

37.55%

Shares20.8K

Event2026-06-30

Filed2026-07-13

PAAS

PAN AMERN SILVER CORP

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

0.66%

Shares15.5K

Event2026-06-30

Filed2026-07-13

FTI

TECHNIPFMC PLC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-13

WORLD GOLD TR

12.29%

Shares13.9K

Event2026-06-30

Filed2026-07-13

AIR

AAR CORP

1.97%

Shares7.7K

Event2026-06-30

Filed2026-07-13

XNTK

SPDR SERIES TRUST

40.23%

Shares2.8K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

-2.54%

Shares14.1K

Event2026-06-30

Filed2026-07-13

BATRK

ATLANTA BRAVES HLDGS INC

-2.58%

Shares20.5K

Event2026-06-30

Filed2026-07-13

ACWI

ISHARES TR

-10.36%

Shares6.8K

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

-3.82%

Shares6.8K

Event2026-06-30

Filed2026-07-13

BCS

BARCLAYS PLC

0.00%

Shares39.5K

Event2026-06-30

Filed2026-07-13

USFR

WISDOMTREE TR

24.56%

Shares20.7K

Event2026-06-30

Filed2026-07-13

FCFS

FIRSTCASH HOLDINGS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-13

VIAV

VIAVI SOLUTIONS INC

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-10.65%

Shares8.3K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-13

OSW

ONESPAWORLD HOLDINGS LIMITED

3.36%

Shares36.0K

Event2026-06-30

Filed2026-07-13

APEI

AMERICAN PUB ED INC

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-13

ADUS

ADDUS HOMECARE CORP

32.97%

Shares10.0K

Event2026-06-30

Filed2026-07-13

ANGL

VANECK ETF TRUST

7.86%

Shares34.1K

Event2026-06-30

Filed2026-07-13

VANECK ETF TRUST

-17.20%

Shares13.2K

Event2026-06-30

Filed2026-07-13

CWST

CASELLA WASTE SYS INC

42.04%

Shares10.3K

Event2026-06-30

Filed2026-07-13

BELPOINTE PREP LLC

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

26.28%

Shares2.3K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

0.01%

Shares10.7K

Event2026-06-30

Filed2026-07-13

GTLS

CHART INDS INC

-1.06%

Shares4.7K

Event2026-06-30

Filed2026-07-13

RNST

RENASANT CORP

-0.62%

Shares22.0K

Event2026-06-30

Filed2026-07-13

HYBL

SSGA ACTIVE TR

9.22%

Shares33.5K

Event2026-06-30

Filed2026-07-13

BILS

SPDR SERIES TRUST

-44.01%

Shares9.4K

Event2026-06-30

Filed2026-07-13

PFRL

PGIM ETF TR

-0.51%

Shares18.9K

Event2026-06-30

Filed2026-07-13

CALF

PACER FDS TR

-6.21%

Shares18.4K

Event2026-06-30

Filed2026-07-13

FLQM

FRANKLIN TEMPLETON ETF TR

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-13

MKL

MARKEL GROUP INC

New

Shares471

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

0.06%

Shares3.4K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

0.01%

Shares7.2K

Event2026-06-30

Filed2026-07-13

ODC

OIL DRI CORP AMER

2.24%

Shares8.9K

Event2026-06-30

Filed2026-07-13

CAH

CARDINAL HEALTH INC

-2.56%

Shares3.8K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

-0.04%

Shares18.1K

Event2026-06-30

Filed2026-07-13

DFA INVT DIMENSIONS GROUP IN

New

Shares14.7K

Event2026-06-30

Filed2026-07-13

PSC

PRINCIPAL EXCHANGE TRADED FD

-1.70%

Shares12.6K

Event2026-06-30

Filed2026-07-13

TKR

TIMKEN CO

2.15%

Shares6.1K

Event2026-06-30

Filed2026-07-13

MGC

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

VDE

VANGUARD WORLD FD

-4.71%

Shares5.8K

Event2026-06-30

Filed2026-07-13

EXP

EAGLE MATLS INC

37.11%

Shares3.8K

Event2026-06-30

Filed2026-07-13

ARMN

ARIS MINING CORPORATION

0.00%

Shares57.7K

Event2026-06-30

Filed2026-07-13

ATI INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

DDWM

WISDOMTREE TR

2.28%

Shares18.2K

Event2026-06-30

Filed2026-07-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

PNFP

PINNACLE FINL PARTNERS INC

31.45%

Shares8.1K

Event2026-06-30

Filed2026-07-13

REGN

REGENERON PHARMACEUTICALS

0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-13

CAC

CAMDEN NATL CORP

2.53%

Shares14.7K

Event2026-06-30

Filed2026-07-13

DRI

DARDEN RESTAURANTS INC

-11.68%

Shares3.8K

Event2026-06-30

Filed2026-07-13

LGLV

SPDR SERIES TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-13

HGER

HARBOR ETF TRUST

0.00%

Shares26.1K

Event2026-06-30

Filed2026-07-13

ENB

ENBRIDGE INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-13

USRT

ISHARES TR

New

Shares11.5K

Event2026-06-30

Filed2026-07-13

IRM

IRON MTN INC DEL

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-13

CALM

CAL MAINE FOODS INC

46.71%

Shares9.3K

Event2026-06-30

Filed2026-07-13

HQY

HEALTHEQUITY INC

-2.73%

Shares8.3K

Event2026-06-30

Filed2026-07-13

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-13

KAI

KADANT INC

-1.88%

Shares2.4K

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

-38.22%

Shares9.7K

Event2026-06-30

Filed2026-07-13

VCLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-13

QXO

QXO INC

126.84%

Shares42.5K

Event2026-06-30

Filed2026-07-13

CCJ

CAMECO CORP

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

0.16%

Shares8.8K

Event2026-06-30

Filed2026-07-13

PIM

PUTNAM MASTER INTER INCOME T

-5.91%

Shares224.0K

Event2026-06-30

Filed2026-07-13

XOMETRY INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-13

ULS

UL SOLUTIONS INC

2.07%

Shares7.1K

Event2026-06-30

Filed2026-07-13

KALU

KAISER ALUMINIUM CORPORATION

-32.83%

Shares3.7K

Event2026-06-30

Filed2026-07-13

CASH

PATHWARD FINANCIAL INC

2.01%

Shares8.2K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.11%

Shares12.4K

Event2026-06-30

Filed2026-07-13

DBEF

DBX ETF TR

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-13

SSNC

SS&C TECH HLDGS

41.40%

Shares11.2K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

1.14%

Shares7.8K

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

-0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MSGS

MADISON SQUARE GRDN SPRT COR

2.09%

Shares1.7K

Event2026-06-30

Filed2026-07-13

BANC

BANC OF CALIFORNIA INC

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

1.12%

Shares9.2K

Event2026-06-30

Filed2026-07-13

CENX

CENTURY ALUM CO

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-13

SOUTHSTATE BK CORP

2.53%

Shares6.6K

Event2026-06-30

Filed2026-07-13

EMLP

FIRST TR EXCHANGE-TRADED FD

6.71%

Shares15.2K

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

1.30%

Shares7.1K

Event2026-06-30

Filed2026-07-13

STEL

STELLAR BANCORP INC

2.32%

Shares16.5K

Event2026-06-30

Filed2026-07-13

VIK

VIKING HOLDINGS LTD

0.02%

Shares6.1K

Event2026-06-30

Filed2026-07-13

OPCH

OPTION CARE HEALTH INC

-2.99%

Shares30.1K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-13

PRIMORIS SVCS CORP

New

Shares6.2K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

-0.49%

Shares607

Event2026-06-30

Filed2026-07-13

IFS

INTERCORP FINL SVCS INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

AGI

ALAMOS GOLD INC

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-13

OKTA

OKTA INC

2.49%

Shares4.5K

Event2026-06-30

Filed2026-07-13

ROYAL BK CDA

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

OLLI

OLLIES BARGAIN OUTLET HLDGS

43.85%

Shares7.7K

Event2026-06-30

Filed2026-07-13

GRAL

GRAIL INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

LQD

ISHARES TR

0.09%

Shares5.3K

Event2026-06-30

Filed2026-07-13

SPIP

SPDR SERIES TRUST

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-13

SPMO

INVESCO EXCH TRADED FD TR II

-31.40%

Shares3.5K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

731.27%

Shares4.7K

Event2026-06-30

Filed2026-07-13

ERO

ERO COPPER CORP

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-13

PLMR

PALOMAR HLDGS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

CFG

CITIZENS FINL GROUP INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

0.08%

Shares5.3K

Event2026-06-30

Filed2026-07-13

SPSB

SPDR SERIES TRUST

2.09%

Shares18.0K

Event2026-06-30

Filed2026-07-13

GRC

GORMAN RUPP CO

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-13

DBJP

DBX ETF TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

WCC

WESCO INTL INC

2.22%

Shares1.6K

Event2026-06-30

Filed2026-07-13

WAT

WATERS CORP

-17.43%

Shares1.4K

Event2026-06-30

Filed2026-07-13

MP MATERIALS CORP

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

0.22%

Shares14.5K

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

-1.69%

Shares4.1K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VTRS

VIATRIS INC

New

Shares32.1K

Event2026-06-30

Filed2026-07-13

EBC

EASTERN BANKSHARES INC

0.00%

Shares22.8K

Event2026-06-30

Filed2026-07-13

SHYG

ISHARES TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-13

XMLV

INVESCO EXCH TRADED FD TR II

-15.44%

Shares7.6K

Event2026-06-30

Filed2026-07-13

EEFT

EURONET WORLDWIDE INC

-10.83%

Shares6.7K

Event2026-06-30

Filed2026-07-13

LABCORP HOLDINGS INC

-2.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

RGLD

ROYAL GOLD INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

NLR

VANECK ETF TRUST

18.85%

Shares4.0K

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

20.65%

Shares1.5K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

0.11%

Shares883

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

-11.37%

Shares10.6K

Event2026-06-30

Filed2026-07-13

AZO

AUTOZONE INC

-13.13%

Shares139

Event2026-06-30

Filed2026-07-13

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-13

GPIX

GOLDMAN SACHS ETF TR

17.46%

Shares7.9K

Event2026-06-30

Filed2026-07-13

KMI

KINDER MORGAN INC DEL

-5.36%

Shares13.7K

Event2026-06-30

Filed2026-07-13

CLOI

VANECK ETF TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-13

IFRA

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-13

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-13

DOMINION ENERGY INC

-0.02%

Shares6.1K

Event2026-06-30

Filed2026-07-13

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares301

Event2026-06-30

Filed2026-07-13

AMG

AFFILIATED MANAGERS GROUP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VTHR

VANGUARD SCOTTSDALE FDS

-0.95%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-1.76%

Shares1.3K

Event2026-06-30

Filed2026-07-13

DEERE & CO

0.00%

Shares635

Event2026-06-30

Filed2026-07-13

EXLS

EXLSERVICE HLDGS INC

-2.43%

Shares15.3K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

New

Shares4.9K

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

HAPPEN INC

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-13

HSY

HERSHEY CO

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SPIN

SSGA ACTIVE TR

-1.04%

Shares11.4K

Event2026-06-30

Filed2026-07-13

ADVANSIX INC

2.32%

Shares18.3K

Event2026-06-30

Filed2026-07-13

CHY

CALAMOS CONV & HIGH INCOME F

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-13

IUSV

ISHARES TR

-5.58%

Shares3.3K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-13

SMH

VANECK ETF TRUST

New

Shares550

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-13

HYBB

ISHARES TR

1.54%

Shares7.6K

Event2026-06-30

Filed2026-07-13

NJR

NEW JERSEY RES CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

0.54%

Shares14.6K

Event2026-06-30

Filed2026-07-13

DLN

WISDOMTREE TR

0.06%

Shares3.6K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

-0.03%

Shares3.5K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

2.77%

Shares594

Event2026-06-30

Filed2026-07-13

BJS WHSL CLUB HLDGS INC

4.49%

Shares3.8K

Event2026-06-30

Filed2026-07-13

UTF

COHEN & STEERS INFRASTRUCTUR

23.85%

Shares11.9K

Event2026-06-30

Filed2026-07-13

PRFZ

INVESCO EXCHANGE TRADED FD T

1.48%

Shares5.8K

Event2026-06-30

Filed2026-07-13

IGIB

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

0.00%

Shares851

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

New

Shares725

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

0.11%

Shares924

Event2026-06-30

Filed2026-07-13

VRIG

INVESCO ACTIVELY MANAGED EXC

25.41%

Shares12.2K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

QDF

FLEXSHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-13

SLYV

SPDR SERIES TRUST

-12.23%

Shares2.7K

Event2026-06-30

Filed2026-07-13

LMAT

LEMAITRE VASCULAR INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-13

PAVE

GLOBAL X FDS

9.49%

Shares4.9K

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares406

Event2026-06-30

Filed2026-07-13

IEX

IDEX CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-6.20%

Shares3.1K

Event2026-06-30

Filed2026-07-13

FLTR

VANECK ETF TRUST

29.98%

Shares10.6K

Event2026-06-30

Filed2026-07-13

VDC

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

-0.10%

Shares997

Event2026-06-30

Filed2026-07-13

BCD

ABRDN ETFS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-13

CORTEVA INC

3.37%

Shares3.1K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

New

Shares347

Event2026-06-30

Filed2026-07-13

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

FESM

FIDELITY COVINGTON TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-13

IDEXX LABS INC

0.00%

Shares486

Event2026-06-30

Filed2026-07-13

AUR

AURORA INNOVATION INC

-48.18%

Shares37.3K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares5.7K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

-1.50%

Shares3.0K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

-16.06%

Shares4.3K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

AMT

AMERICAN TOWER CORP

-5.67%

Shares1.5K

Event2026-06-30

Filed2026-07-13

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

1.38%

Shares2.2K

Event2026-06-30

Filed2026-07-13

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

-7.04%

Shares1.6K

Event2026-06-30

Filed2026-07-13

EFAA

INVESCO ACTIVELY MANAGED EXC

New

Shares4.1K

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

-75.96%

Shares2.2K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares812

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.1K

Event2026-06-30

Filed2026-07-13

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

VFH

VANGUARD WORLD FD

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-13

ALAI

THE ALGER ETF TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-13

BDN

BRANDYWINE RLTY TR

2.86%

Shares68.5K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-13

DIVO

AMPLIFY ETF TR

1.22%

Shares4.7K

Event2026-06-30

Filed2026-07-13

BTI

BRITISH AMERN TOB PLC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

SIXG

ETF SER SOLUTIONS

New

Shares2.3K

Event2026-06-30

Filed2026-07-13

TGT

TARGET CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

New

Shares710

Event2026-06-30

Filed2026-07-13

FCBC

FIRST CMNTY BANKSHARES INC V

New

Shares4.8K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

New

Shares6.3K

Event2026-06-30

Filed2026-07-13

EASG

DBX ETF TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-13

IOT

SAMSARA INC

New

Shares6.5K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-13

PUSH

PGIM ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-13

JFR

NUVEEN FLOATING RATE INCOME

0.00%

Shares26.0K

Event2026-06-30

Filed2026-07-13

AVXL

ANAVEX LIFE SCIENCES CORP

-39.51%

Shares71.3K

Event2026-06-30

Filed2026-07-13

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-13

NUV

NUVEEN MUN VALUE FD INC

New

Shares12.1K

Event2026-06-30

Filed2026-07-13

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

BTBT

BIT DIGITAL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-13

DFSCW

KWESST MICRO SYSTEMS INC

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available