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The Analysis of Bridgewater Advisors Inc.'s Holdings & P&L

Currently, Bridgewater Advisors Inc. holds 478 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in AVEM (+296.1K shares, valued at $26.7M), BWIN (+728.7K shares, valued at $21.5M), AVUQ (+286.7K shares, valued at $19.1M); decreased their positions in DUHP (-419.1K shares, valued at $17.4M), N/A (-10.1K shares, valued at $7.7M), DFAE (-187.0K shares, valued at $7.1M); initiated new positions in BWIN (+728.7K shares, valued at $21.5M), AVUQ (+286.7K shares, valued at $19.1M), N/A (+3.2K shares, valued at $705.6K).

1M P&L

+3.9M+0.25%

3M P&L

-19.2M-1.22%

HY P&L

+40.2M+2.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

67.6%

2Consumer Electronics66.1M

4.2%

3Semiconductors48.0M

3.1%

Top Industries by Stock Count

1N/A116 stocks

27.6%

2Banks - Diversified16 stocks

3.8%

3Semiconductors12 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLV AMERICAN CENTY ETF TR1.2M shares1.59%2026-06-302026-08-05

AVUS AMERICAN CENTY ETF TR810.6K shares6.34%2026-06-302026-08-05

JPST J P MORGAN EXCHANGE TRADED F2.1M shares7.17%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS255.7K shares6.84%2026-06-302026-08-05

JBND J P MORGAN EXCHANGE TRADED F1.7M shares6.19%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS1.0M shares5.76%2026-06-302026-08-05

AAPL APPLE INC215.7K shares-0.19%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST1.5M shares5.60%2026-06-302026-08-05

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AVDE AMERICAN CENTY ETF TR607.4K shares10.11%2026-06-302026-08-05

MSFT MICROSOFT CORP74.0K shares8.31%2026-06-302026-08-05

JMST J P MORGAN EXCHANGE TRADED F678.8K shares8.20%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR381.1K shares348.35%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T42.9K shares-19.10%2026-06-302026-08-05

MUNY VANGUARD NY TAX FREE FDS287.3K shares8.11%2026-06-302026-08-05

GOOGL ALPHABET INC76.1K shares17.45%2026-06-302026-08-05

VOO VANGUARD INDEX FDS40.3K shares110.70%2026-06-302026-08-05

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NVDA NVIDIA CORPORATION128.4K shares0.97%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST666.8K shares-14.39%2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST548.2K shares-43.32%2026-06-302026-08-05

JMUB J P MORGAN EXCHANGE TRADED F444.5K shares-23.38%2026-06-302026-08-05

AMZN AMAZON COM INC76.4K shares4.61%2026-06-302026-08-05

BWIN THE BALDWIN INSURANCE GRP IN728.7K sharesnew addition2026-06-302026-08-05

QQQ INVESCO QQQ TR28.6K shares-19.82%2026-06-302026-08-05

AVUQ AMERICAN CENTY ETF TR286.7K sharesnew addition2026-06-302026-08-05

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DIHP DIMENSIONAL ETF TRUST527.3K shares-3.20%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO48.7K shares12.28%2026-06-302026-08-05

DFAS DIMENSIONAL ETF TRUST193.9K shares4.60%2026-06-302026-08-05

GOOG ALPHABET INC42.6K shares10.79%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW45.4K shares-9.07%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC26.1K shares4.74%2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST258.2K shares0.12%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F91.1K shares-7.48%2026-06-302026-08-05

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DIA STATE STR SPDR DOW JONES IND22.3K shares-20.27%2026-06-302026-08-05

BROADCOM INC BROADCOM INC29.6K shares69.42%2026-06-302026-08-05

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR192.7K shares0.00%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL18.7K shares2.47%2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST249.2K shares-42.86%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST204.4K shares-0.25%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC8.8K shares0.01%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS37.1K shares-0.40%2026-06-302026-08-05

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EXXON MOBIL CORP EXXON MOBIL CORP57.4K shares4.88%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-06-302026-08-05

AON AON PLC21.8K shares-0.10%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.3K shares0.22%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC18.4K shares0.56%2026-06-302026-08-05

KLAC KLA CORP40.7K shares931.44%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC55.6K shares38.99%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST76.8K shares-0.01%2026-06-302026-08-05

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NETFLIX INC. NETFLIX INC.83.9K shares8.44%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON23.0K shares6.14%2026-06-302026-08-05

VISA INC VISA INC15.9K shares-0.78%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO13.9K shares68.78%2026-06-302026-08-05

ISHARES TR ISHARES TR6.2K shares0.00%2026-06-302026-08-05

LLY ELI LILLY & CO4.0K shares-1.68%2026-06-302026-08-05

WMT WALMART INC39.0K shares65.85%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO47.8K shares-1.06%2026-06-302026-08-05

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TSLA TESLA INC13.0K shares-1.81%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC7.9K shares-0.46%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC35.2K shares-2.03%2026-06-302026-08-05

EFA ISHARES TR37.8K shares-0.05%2026-06-302026-08-05

CMI CUMMINS INC6.1K shares6.23%2026-06-302026-08-05

RKT ROCKET COS INC288.4K shares0.55%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR135.1K shares492.73%2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR46.2K shares0.61%2026-06-302026-08-05

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MU MICRON TECHNOLOGY INC4.5K shares3.61%2026-06-302026-08-05

DIS DISNEY WALT CO34.4K shares21.45%2026-06-302026-08-05

PG PROCTER & GAMBLE CO23.7K shares50.03%2026-06-302026-08-05

GLD SPDR GOLD TR8.8K shares6.66%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC6.5K shares-0.31%2026-06-302026-08-05

VGT VANGUARD WORLD FD27.2K shares0.00%2026-06-302026-08-05

MLI MUELLER INDS INC46.5K shares6.31%2026-06-302026-08-05

DFEM DIMENSIONAL ETF TRUST81.1K shares-25.07%2026-06-302026-08-05

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GE GE AEROSPACE8.3K shares93.38%2026-06-302026-08-05

MRK MERCK & CO INC23.9K shares0.40%2026-06-302026-08-05

IJH ISHARES TR40.0K shares488.87%2026-06-302026-08-05

BAC BANK OF AMER CORP45.6K shares1.23%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST37.7K shares0.00%2026-06-302026-08-05

CBOE CBOE GLOBAL MKTS INC8.8K shares7.63%2026-06-302026-08-05

KYN KAYNE ANDERSON ENERGY INFRST176.6K shares-7.06%2026-06-302026-08-05

HD HOME DEPOT INC7.4K shares33.78%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC9.7K shares-1.03%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS32.5K shares140.04%2026-06-302026-08-05

VO VANGUARD INDEX FDS28.1K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC17.1K shares0.23%2026-06-302026-08-05

IGIB ISHARES TR43.9K shares12.00%2026-06-302026-08-05

ASML ASML HLDG NV1.4K shares1.39%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS9.9K shares-3.46%2026-06-302026-08-05

GEV GE VERNOVA INC2.2K shares75.26%2026-06-302026-08-05

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VWO VANGUARD INTL EQUITY INDEX F37.1K shares366.13%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC6.2K shares113.42%2026-06-302026-08-05

CAH CARDINAL HEALTH INC9.5K shares-48.69%2026-06-302026-08-05

AMGN AMGEN INC5.5K shares114.50%2026-06-302026-08-05

WTRG ESSENTIAL UTILS INC54.8K shares0.57%2026-06-302026-08-05

VUG VANGUARD INDEX FDS23.4K shares-0.78%2026-06-302026-08-05

CAT CATERPILLAR INC2.4K shares0.66%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION9.3K shares-0.16%2026-06-302026-08-05

Sponsored

QUANTA SVCS INC QUANTA SVCS INC2.9K shares-0.17%2026-06-302026-08-05

KO COCA COLA CO22.5K shares38.23%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR10.9K shares-0.42%2026-06-302026-08-05

INTC INTEL CORP19.9K shares9.86%2026-06-302026-08-05

RY ROYAL BK CDA8.5K shares0.61%2026-06-302026-08-05

IJR ISHARES TR12.1K shares677.59%2026-06-302026-08-05

DTM DT MIDSTREAM INC13.2K shares7.35%2026-06-302026-08-05

MS MORGAN STANLEY8.4K shares-0.08%2026-06-302026-08-05

Sponsored

MCD MCDONALDS CORP6.6K shares-2.01%2026-06-302026-08-05

CLOUDFLARE INC CLOUDFLARE INC6.1K shares-0.57%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.3K shares14.47%2026-06-302026-08-05

BA BOEING CO7.4K shares0.30%2026-06-302026-08-05

ETN EATON CORP PLC3.8K shares45.87%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC3.8K shares0.98%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares-5.04%2026-06-302026-08-05

NVS NOVARTIS AG10.4K shares1.17%2026-06-302026-08-05

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PFE PFIZER INC62.3K shares-7.91%2026-06-302026-08-05

CVX CHEVRON CORPORATION8.1K shares0.09%2026-06-302026-08-05

UMC UNITED MICROELECTRONICS CORP82.4K shares3.31%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II5.2K shares0.00%2026-06-302026-08-05

VXUS VANGUARD STAR FDS17.6K shares-3.98%2026-06-302026-08-05

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD39.9K shares0.34%2026-06-302026-08-05

UNP UNION PAC CORP5.0K shares-9.98%2026-06-302026-08-05

PDP INVESCO EXCHANGE TRADED FD T10.7K shares0.00%2026-06-302026-08-05

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DFSU DIMENSIONAL ETF TRUST30.2K shares1.97%2026-06-302026-08-05

AVSU AMERICAN CENTY ETF TR16.2K shares3.85%2026-06-302026-08-05

VGK VANGUARD INTL EQUITY INDEX F15.7K shares-0.25%2026-06-302026-08-05

CSX CSX CORP29.2K shares1.21%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC16.4K shares0.57%2026-06-302026-08-05

FDX FEDEX CORP4.5K shares417.36%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC2.4K shares0.51%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC19.0K shares130.16%2026-06-302026-08-05

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TD TORONTO DOMINION BK ONT10.8K shares1.75%2026-06-302026-08-05

USB US BANCORP20.5K shares-0.18%2026-06-302026-08-05

DXC DXC TECHNOLOGY CO119.3K shares0.72%2026-06-302026-08-05

SYK STRYKER CORPORATION3.8K shares94.44%2026-06-302026-08-05

KB KB FINL GROUP INC10.5K shares24.31%2026-06-302026-08-05

RPG INVESCO EXCHANGE TRADED FD T22.0K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC6.7K shares0.60%2026-06-302026-08-05

DFLV DIMENSIONAL ETF TRUST30.6K shares0.00%2026-06-302026-08-05

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3M CO 3M CO8.1K shares-1.22%2026-06-302026-08-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares3.86%2026-06-302026-08-05

NUE NUCOR CORP4.8K shares0.62%2026-06-302026-08-05

VTV VANGUARD INDEX FDS5.5K shares-1.50%2026-06-302026-08-05

IWD ISHARES TR4.7K shares-4.93%2026-06-302026-08-05

DHR DANAHER CORP DEL5.9K shares-1.20%2026-06-302026-08-05

CRM SALESFORCE INC5.9K shares123.65%2026-06-302026-08-05

WF WOORI FINL GROUP INC15.8K shares21.76%2026-06-302026-08-05

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ORACLE CORP ORACLE CORP7.7K shares-25.99%2026-06-302026-08-05

DEXCOM INC DEXCOM INC12.3K shares0.21%2026-06-302026-08-05

MET METLIFE INC11.1K shares173.05%2026-06-302026-08-05

ET ENERGY TRANSFER L P52.8K shares0.01%2026-06-302026-08-05

ABT ABBOTT LABORATORIES9.9K shares-2.59%2026-06-302026-08-05

SHOP SHOPIFY INC9.0K shares-0.47%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L27.1K shares0.00%2026-06-302026-08-05

APH AMPHENOL CORP6.3K shares-0.70%2026-06-302026-08-05

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URI UNITED RENTALS INC912 shares0.66%2026-06-302026-08-05

ENOR ISHARES TR29.1K shares0.00%2026-06-302026-08-05

IESC IES HOLDINGS INC1.4K shares-58.90%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.00%2026-06-302026-08-05

EEM ISHARES TR15.5K shares127.52%2026-06-302026-08-05

TXN TEXAS INSTRS INC3.7K shares-0.05%2026-06-302026-08-05

SAP SAP SE5.2K shares24.49%2026-06-302026-08-05

SPYX SPDR SERIES TRUST15.8K shares-9.98%2026-06-302026-08-05

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EQT EQT CORP18.6K shares400.00%2026-06-302026-08-05

IEV ISHARES TR13.0K shares0.00%2026-06-302026-08-05

GLW CORNING INC6.6K shares0.90%2026-06-302026-08-05

AVSD AMERICAN CENTY ETF TR11.8K shares3.99%2026-06-302026-08-05

QCOM QUALCOMM INC6.3K shares1.76%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS13.4K shares1.16%2026-06-302026-08-05

DFSI DIMENSIONAL ETF TRUST20.4K shares2.84%2026-06-302026-08-05

ISHARES TR ISHARES TR9.4K shares7.56%2026-06-302026-08-05

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EWD ISHARES INC17.7K shares0.00%2026-06-302026-08-05

VB VANGUARD INDEX FDS3.1K shares-2.22%2026-06-302026-08-05

C CITIGROUP INC7.1K shares3.44%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC4.8K shares-1.76%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC5.7K shares241.64%2026-06-302026-08-05

EWL ISHARES INC14.3K shares0.00%2026-06-302026-08-05

ADOBE INC ADOBE INC3.6K shares-5.40%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F10.8K shares-1.12%2026-06-302026-08-05

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AEP AMERICAN ELEC PWR CO INC7.0K shares-0.10%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP1.5K shares-2.18%2026-06-302026-08-05

HCI HCI GROUP INC5.0K shares0.04%2026-06-302026-08-05

TPR TAPESTRY INC5.8K shares-0.36%2026-06-302026-08-05

SHG SHINHAN FINANCIAL GROUP CO L12.3K shares18.51%2026-06-302026-08-05

HSBC HSBC HLDGS PLC8.0K shares-0.24%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR28.8K shares0.00%2026-06-302026-08-05

SHEL SHELL PLC9.3K shares2.82%2026-06-302026-08-05

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PEP PEPSICO INC6.1K shares-11.63%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC6.7K shares0.89%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.3K shares1.17%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC17.6K shares7.71%2026-06-302026-08-05

MUFG MITSUBISHI UFJ FINANCIAL GRO36.7K shares0.44%2026-06-302026-08-05

IWF ISHARES TR6.8K shares0.00%2026-06-302026-08-05

RJF RAYMOND JAMES FINL INC4.7K shares-0.56%2026-06-302026-08-05

MAMA MAMAS CREATIONS INC43.2K shares0.00%2026-06-302026-08-05

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.7K shares217.94%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP1.5K shares4.56%2026-06-302026-08-05

FVCB FVCBANKCORP INC43.1K shares-20.44%2026-06-302026-08-05

VOT VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-08-05

AVSC AMERICAN CENTY ETF TR10.9K shares50.17%2026-06-302026-08-05

GILD GILEAD SCIENCES INC6.0K shares-0.70%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR6.0K shares0.05%2026-06-302026-08-05

IBN ICICI BANK LIMITED25.3K shares-0.03%2026-06-302026-08-05

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TJX TJX COS INC NEW5.1K shares-0.85%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN2.9K shares5.66%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP3.5K shares7.21%2026-06-302026-08-05

ED CONSOLIDATED EDISON INC6.9K shares-0.17%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC1.5K shares224.42%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL3.3K shares1.59%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR24.7K shares-33.36%2026-06-302026-08-05

BCS BARCLAYS PLC25.8K shares1.03%2026-06-302026-08-05

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SCHW SCHWAB CHARLES CORP6.7K shares-0.68%2026-06-302026-08-05

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V3.2K sharesnew addition2026-06-302026-08-05

GL GLOBE LIFE INC3.8K shares-4.97%2026-06-302026-08-05

ASTRAZENECA PLC ASTRAZENECA PLC4.4K shares-3.75%2026-06-302026-08-05

T AT&T INC29.7K shares-0.43%2026-06-302026-08-05

EDEN ISHARES TR6.1K shares0.00%2026-06-302026-08-05

ADI ANALOG DEVICES INC1.9K shares6.20%2026-06-302026-08-05

DE DEERE & CO1.2K shares0.26%2026-06-302026-08-05

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VV VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-08-05

WFC WELLS FARGO & CO7.9K shares8.26%2026-06-302026-08-05

GFI GOLD FIELDS LTD20.2K shares0.72%2026-06-302026-08-05

MFM ABERDEEN MUN INCOME FD127.3K shares0.00%2026-06-302026-08-05

VTES VANGUARD WELLINGTON FD6.8K sharesnew addition2026-06-302026-08-05

SKM SK TELECOM CO LTD21.1K shares-8.98%2026-06-302026-08-05

DSI ISHARES TR4.7K shares2.95%2026-06-302026-08-05

MYN BLACKROCK MUNIYIELD N Y QUAL68.8K shares0.00%2026-06-302026-08-05

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EMR EMERSON ELEC CO4.3K shares-1.57%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO2.0K shares0.25%2026-06-302026-08-05

TMUS T-MOBILE US INC3.7K shares-11.92%2026-06-302026-08-05

LIN LINDE PLC1.4K shares1.42%2026-06-302026-08-05

SMFG SUMITOMO MITSUI FIN GRP INC25.7K shares1.52%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW5.4K shares-1.64%2026-06-302026-08-05

UBS UBS GROUP AG12.2K shares1.54%2026-06-302026-08-05

PGR PROGRESSIVE CORP3.0K shares2.66%2026-06-302026-08-05

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ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD5.0K shares9.95%2026-06-302026-08-05

JKHY HENRY JACK & ASSOC INC4.1K shares-0.10%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC1.5K shares0.61%2026-06-302026-08-05

SONY SONY GROUP CORP27.1K shares-0.31%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR10.4K sharesnew addition2026-06-302026-08-05

CME CME GROUP INC2.5K shares-4.30%2026-06-302026-08-05

TM TOYOTA MOTOR CORP3.3K shares0.74%2026-06-302026-08-05

SBUX STARBUCKS CORP5.8K shares6.33%2026-06-302026-08-05

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XBI SPDR SERIES TRUST4.0K shares0.00%2026-06-302026-08-05

DVN DEVON ENERGY CORP NEW13.1K shares-22.11%2026-06-302026-08-05

VC VISTEON CORP5.6K sharesnew addition2026-06-302026-08-05

COIN COINBASE GLOBAL INC3.9K shares13.84%2026-06-302026-08-05

BHP BHP BILLITON LIMITED6.8K shares2.23%2026-06-302026-08-05

LOW LOWES COS INC2.8K shares-4.38%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC6.9K shares-0.60%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC2.9K shares8.23%2026-06-302026-08-05

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BR BROADRIDGE FINL SOLUTIONS IN3.6K shares-0.55%2026-06-302026-08-05

IWB ISHARES TR1.3K shares0.00%2026-06-302026-08-05

BBVA BANCO BILBAO VIZCAYA ARGENTA19.3K shares1.56%2026-06-302026-08-05

AVSE AMERICAN CENTY ETF TR7.2K sharesnew addition2026-06-302026-08-05

CINF CINCINNATI FINL CORP3.1K shares-0.20%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP542 shares-0.55%2026-06-302026-08-05

DSM BNY MELLON STRATEGIC MUN BD92.8K shares0.00%2026-06-302026-08-05

VTR VENTAS INC6.0K shares-6.58%2026-06-302026-08-05

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NVO NOVO-NORDISK A S11.4K shares3.39%2026-06-302026-08-05

RSG REPUBLIC SVCS INC2.7K shares2.20%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED1.6K shares-1.95%2026-06-302026-08-05

NBH NEUBERGER MUN FD INC52.6K shares3.95%2026-06-302026-08-05

SRE SEMPRA6.8K shares2.10%2026-06-302026-08-05

AMERIPRISE FINL INC AMERIPRISE FINL INC963 shares0.31%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP1.4K shares1.94%2026-06-302026-08-05

EQIX EQUINIX INC528 shares2.52%2026-06-302026-08-05

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TRGP TARGA RES CORP2.2K shares0.50%2026-06-302026-08-05

VONV VANGUARD SCOTTSDALE FDS4.7K shares-2.12%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR9.1K shares-3.14%2026-06-302026-08-05

BK BANK OF NY MELLON CORP3.7K shares-0.11%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-0.54%2026-06-302026-08-05

HIG HARTFORD INSURANCE GROUP INC3.6K shares1.46%2026-06-302026-08-05

PKX POSCO HOLDINGS INC9.7K shares0.27%2026-06-302026-08-05

ESGV VANGUARD WORLD FD3.8K shares0.00%2026-06-302026-08-05

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AZO AUTOZONE INC184 shares-3.66%2026-06-302026-08-05

MCO MOODYS CORP1.0K shares-1.79%2026-06-302026-08-05

MCK MCKESSON CORP627 shares5.20%2026-06-302026-08-05

ALL ALLSTATE CORP1.9K shares3.11%2026-06-302026-08-05

TAXX BONDBLOXX ETF TRUST9.8K shares0.00%2026-06-302026-08-05

AEM AGNICO EAGLE MINES LTD3.3K shares35.40%2026-06-302026-08-05

INFY INFOSYS LTD40.0K shares45.69%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC2.6K shares-4.71%2026-06-302026-08-05

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BANCO SANTANDER SA BANCO SANTANDER SA33.6K shares1.94%2026-06-302026-08-05

EXPE EXPEDIA GROUP INC1.7K shares-1.59%2026-06-302026-08-05

TROW PRICE T ROWE GROUP INC4.2K shares49.06%2026-06-302026-08-05

PMM PUTNAM MANAGED MUN INCOME TR76.1K shares0.00%2026-06-302026-08-05

WELL WELLTOWER INC2.1K shares4.13%2026-06-302026-08-05

CVS CVS HEALTH CORP4.5K shares3.17%2026-06-302026-08-05

PLD PROLOGIS INC.3.2K shares0.34%2026-06-302026-08-05

TPL TEXAS PACIFIC LAND CORPORATI1.2K shares9.26%2026-06-302026-08-05

Sponsored

BSX BOSTON SCIENTIFIC CORP9.6K shares0.28%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO5.2K shares1.60%2026-06-302026-08-05

SPGM SPDR INDEX SHS FDS5.4K shares-12.82%2026-06-302026-08-05

IWS ISHARES TR2.7K shares0.00%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO7.3K shares-0.03%2026-06-302026-08-05

AIG AMERICAN INTL GROUP INC5.8K shares0.05%2026-06-302026-08-05

CORTEVA INC CORTEVA INC6.0K shares1.04%2026-06-302026-08-05

AFL AFLAC INC3.7K shares3.01%2026-06-302026-08-05

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SCHA SCHWAB STRATEGIC TR13.1K shares-7.97%2026-06-302026-08-05

EFAX SPDR INDEX SHS FDS8.1K shares-1.98%2026-06-302026-08-05

HCA HCA HEALTHCARE INC1.1K shares-3.20%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC1.8K shares2.50%2026-06-302026-08-05

MFG MIZUHO FINANCIAL GROUP INC42.1K shares0.10%2026-06-302026-08-05

ACWI ISHARES TR2.7K shares0.59%2026-06-302026-08-05

CHT CHUNGHWA TELECOM CO LTD10.1K shares0.07%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL16.6K shares1.76%2026-06-302026-08-05

Sponsored

IWR ISHARES TR3.8K shares-7.13%2026-06-302026-08-05

BMO BANK MONTREAL MEDIUM2.4K shares3.69%2026-06-302026-08-05

EXE EXPAND ENERGY CORPORATION5.5K shares-1.38%2026-06-302026-08-05

UNITY SOFTWARE INC UNITY SOFTWARE INC13.4K shares-0.03%2026-06-302026-08-05

O REALTY INCOME CORP6.5K shares-0.02%2026-06-302026-08-05

INTU INTUIT1.3K shares-2.19%2026-06-302026-08-05

LNG CHENIERE ENERGY INC2.4K shares12.72%2026-06-302026-08-05

MDB MONGODB INC1.2K shares-0.08%2026-06-302026-08-05

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RIO RIO TINTO PLC4.3K shares-3.31%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC1.2K shares2.32%2026-06-302026-08-05

MGA MAGNA INTL INC6.0K shares3.45%2026-06-302026-08-05

COO COOPER COS INC5.7K shares-2.80%2026-06-302026-08-05

MPC MARATHON PETE CORP1.7K shares0.66%2026-06-302026-08-05

VTEC VANGUARD CALIF TAX FREE FDS4.1K shares-7.01%2026-06-302026-08-05

DLTR DOLLAR TREE INC3.5K shares-5.11%2026-06-302026-08-05

RELX RELX PLC11.1K shares-3.03%2026-06-302026-08-05

Sponsored

CEG CONSTELLATION ENERGY CORP1.5K shares6.45%2026-06-302026-08-05

MFC MANULIFE FINL CORP8.8K shares1.78%2026-06-302026-08-05

RACE FERRARI N V974 shares1.78%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC843 shares13.15%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC1.3K shares-6.80%2026-06-302026-08-05

VEEV VEEVA SYS INC1.9K shares-17.37%2026-06-302026-08-05

TGT TARGET CORP2.5K shares0.08%2026-06-302026-08-05

BTI BRITISH AMERN TOB PLC6.3K shares1.54%2026-06-302026-08-05

Sponsored

IXJ ISHARES TR3.7K shares0.00%2026-06-302026-08-05

CP CANADIAN PACIFIC KANSAS CITY4.1K shares0.29%2026-06-302026-08-05

CVE CENOVUS ENERGY INC12.5K shares1.05%2026-06-302026-08-05

VTWV VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-06-302026-08-05

LUV SOUTHWEST AIRLS CO8.1K shares2.98%2026-06-302026-08-05

CRH CRH PLC4.0K shares0.38%2026-06-302026-08-05

AMT AMERICAN TOWER CORP2.3K shares-4.39%2026-06-302026-08-05

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.5K shares0.85%2026-06-302026-08-05

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SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW5.5K shares10.78%2026-06-302026-08-05

NEM NEWMONT CORP3.8K shares-0.70%2026-06-302026-08-05

CBRE CBRE GROUP INC2.5K shares-4.35%2026-06-302026-08-05

STT STATE STR CORP1.9K shares-1.13%2026-06-302026-08-05

AXON AXON ENTERPRISE INC616 shares4.41%2026-06-302026-08-05

NBIS NEBIUS GROUP N.V.1.6K sharesnew addition2026-06-302026-08-05

ING ING GROEP N.V.9.7K shares1.52%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST6.0K shares0.00%2026-06-302026-08-05

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COP CONOCOPHILLIPS3.5K shares8.86%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN6.0K sharesnew addition2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC892 shares-6.69%2026-06-302026-08-05

WSM WILLIAMS SONOMA INC1.4K shares6.43%2026-06-302026-08-05

SCCO SOUTHERN COPPER CORP1.8K shares-0.67%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares-2.27%2026-06-302026-08-05

NTES NETEASE COM INC2.5K shares0.08%2026-06-302026-08-05

MPWR MONOLITHIC PWR SYS INC252 shares2.02%2026-06-302026-08-05

Sponsored

CCJ CAMECO CORP3.7K shares2.51%2026-06-302026-08-05

IAU ISHARES GOLD TR4.3K shares0.00%2026-06-302026-08-05

OKE ONEOK INC NEW4.1K shares0.74%2026-06-302026-08-05

ADSK AUTODESK INC1.5K shares2.24%2026-06-302026-08-05

KR KROGER CO5.6K shares-3.36%2026-06-302026-08-05

CM CANADIAN IMPERIAL BANK OF CO2.7K shares3.81%2026-06-302026-08-05

NKE NIKE INC7.7K shares0.61%2026-06-302026-08-05

BNS BANK NOVA SCOTIA B C3.7K shares2.11%2026-06-302026-08-05

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ESLT ELBIT SYS LTD390 shares-0.26%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION5.2K shares-2.31%2026-06-302026-08-05

TFC TRUIST FINL CORP7.9K shares-4.27%2026-06-302026-08-05

RDY DR REDDYS LABS LTD26.3K shares-29.65%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares-8.87%2026-06-302026-08-05

PAYX PAYCHEX INC2.7K shares-1.29%2026-06-302026-08-05

WMB WILLIAMS COS INC5.4K shares4.42%2026-06-302026-08-05

VSS VANGUARD INTL EQUITY INDEX F2.1K sharesnew addition2026-06-302026-08-05

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AWK AMERICAN WTR WKS CO INC NEW3.0K shares-3.47%2026-06-302026-08-05

HUM HUMANA INC846 shares4.70%2026-06-302026-08-05

SLB SLB LIMITED6.7K shares2.18%2026-06-302026-08-05

VHT VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-08-05

FLIN FRANKLIN TEMPLETON ETF TR8.5K sharesnew addition2026-06-302026-08-05

CMCSA COMCAST CORP NEW12.4K shares-24.47%2026-06-302026-08-05

ENB ENBRIDGE INC5.6K shares0.36%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR1.9K shares-4.85%2026-06-302026-08-05

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PBR PETROLEO BRASILEIRO S A15.9K shares10.07%2026-06-302026-08-05

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC2.2K sharesnew addition2026-06-302026-08-05

PFGC PERFORMANCE FOOD GROUP CO2.8K sharesnew addition2026-06-302026-08-05

JAAA JANUS DETROIT STR TR6.0K shares0.00%2026-06-302026-08-05

WIT WIPRO LTD143.0K shares-5.43%2026-06-302026-08-05

CW CURTISS WRIGHT CORP388 shares1.31%2026-06-302026-08-05

GSK PLC GSK PLC5.6K shares-0.14%2026-06-302026-08-05

PVH PVH CORPORATION3.3K shares2.29%2026-06-302026-08-05

Sponsored

YUM YUM BRANDS INC2.0K shares-3.08%2026-06-302026-08-05

MGK VANGUARD WORLD FD3.3K shares0.00%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC1.0K shares8.23%2026-06-302026-08-05

OMC OMNICOM GROUP INC3.7K shares-0.65%2026-06-302026-08-05

Z ZILLOW GROUP INC8.0K shares0.22%2026-06-302026-08-05

WPM WHEATON PRECIOUS METALS CORP2.5K shares4.60%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC4.9K shares-1.51%2026-06-302026-08-05

DAL DELTA AIR LINES INC3.1K shares0.52%2026-06-302026-08-05

Sponsored

PATK PATRICK INDS INC3.4K shares0.00%2026-06-302026-08-05

GWW WW GRAINGER INC212 shares9.84%2026-06-302026-08-05

STM STMICROELECTRONICS N V5.3K shares-0.24%2026-06-302026-08-05

CIEN CIENA CORP723 shares-0.14%2026-06-302026-08-05

ARGENX SE ARGENX SE335 shares0.30%2026-06-302026-08-05

FTNT FORTINET INC1.7K sharesnew addition2026-06-302026-08-05

SLF SUN LIFE FINANCIAL INC.3.3K sharesnew addition2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP499 shares-1.19%2026-06-302026-08-05

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VTEB VANGUARD MUN BD FDS5.5K shares0.57%2026-06-302026-08-05

JNK SPDR SERIES TRUST2.9K shares9.11%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR7.8K shares0.01%2026-06-302026-08-05

DFSE DIMENSIONAL ETF TRUST5.8K shares-11.11%2026-06-302026-08-05

DEO DIAGEO PLC3.0K shares11.84%2026-06-302026-08-05

SNPS SYNOPSYS INC683 shares-9.18%2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC874 sharesnew addition2026-06-302026-08-05

NMR NOMURA HLDGS INC27.9K shares10.10%2026-06-302026-08-05

Sponsored

SDY SPDR SERIES TRUST1.7K shares22.66%2026-06-302026-08-05

VST VISTRA CORP1.9K shares6.66%2026-06-302026-08-05

DFAU DIMENSIONAL ETF TRUST4.9K shares-26.44%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.1K shares1.88%2026-06-302026-08-05

DXJ WISDOMTREE TR1.5K shares0.40%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO1.0K shares-1.86%2026-06-302026-08-05

L LOEWS CORP2.3K shares1.81%2026-06-302026-08-05

FFIV F5 INC623 shares5.77%2026-06-302026-08-05

Sponsored

REGN REGENERON PHARMACEUTICALS340 shares6.58%2026-06-302026-08-05

GM GENERAL MTRS CO2.9K shares5.12%2026-06-302026-08-05

MSCI MSCI INC483 shares-1.23%2026-06-302026-08-05

BUD ANHEUSER BUSCH INBEV SA NV3.0K shares2.00%2026-06-302026-08-05

USMV ISHARES TR2.5K shares0.00%2026-06-302026-08-05

CNQ CANADIAN NAT RES LTD MED TER5.4K shares1.59%2026-06-302026-08-05

BIIB BIOGEN INC1.2K shares1.47%2026-06-302026-08-05

AME AMETEK INC1.0K shares14.60%2026-06-302026-08-05

Sponsored

ECL ECOLAB INC935 shares-0.11%2026-06-302026-08-05

TURN THERAPEUTICS INC TURN THERAPEUTICS INC27.3K sharesnew addition2026-06-302026-08-05

CI THE CIGNA GROUP882 shares1.50%2026-06-302026-08-05

WEX WEX INC1.3K sharesnew addition2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-08-05

EFX EQUIFAX INC1.4K shares-2.67%2026-06-302026-08-05

IMO IMPERIAL OIL LTD1.8K shares0.99%2026-06-302026-08-05

FLEX FLEX LTD2.2K shares0.00%2026-06-302026-08-05

Sponsored

PSO PEARSON PLC13.7K sharesnew addition2026-06-302026-08-05

IX ORIX CORP5.7K shares0.19%2026-06-302026-08-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.0K shares0.00%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP774 shares-0.26%2026-06-302026-08-05

FTS FORTIS INC4.0K sharesnew addition2026-06-302026-08-05

ROST ROSS STORES INC895 sharesnew addition2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW3.1K sharesnew addition2026-06-302026-08-05

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.3K shares4.16%2026-06-302026-08-05

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HDB HDFC BANK LTD9.3K shares0.49%2026-06-302026-08-05

ADC AGREE RLTY CORP2.9K sharesnew addition2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F3.9K shares0.00%2026-06-302026-08-05

SPG SIMON PPTY GROUP INC NEW1.3K sharesnew addition2026-06-302026-08-05

NDAQ NASDAQ INC2.4K shares-6.42%2026-06-302026-08-05

FHI FEDERATED HERMES INC4.1K sharesnew addition2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY590 shares11.74%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC911 shares-3.90%2026-06-302026-08-05

Sponsored

KGC KINROSS GOLD CORP9.5K shares12.14%2026-06-302026-08-05

APPLOVIN CORP APPLOVIN CORP542 shares-5.74%2026-06-302026-08-05

WDS WOODSIDE ENERGY GROUP LTD9.7K shares6.49%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC2.6K shares0.00%2026-06-302026-08-05

NTAP NETAPP INC1.2K sharesnew addition2026-06-302026-08-05

TEVA TEVA PHARMACEUTICAL INDS LTD6.4K shares5.79%2026-06-302026-08-05

BP BP PLC4.9K shares-1.14%2026-06-302026-08-05

PCAR PACCAR INC1.7K sharesnew addition2026-06-302026-08-05

Sponsored

FITB FIFTH THIRD BANCORP4.3K sharesnew addition2026-06-302026-08-05

EXC EXELON CORP5.0K sharesnew addition2026-06-302026-08-05

HUBS HUBSPOT INC899 sharesnew addition2026-06-302026-08-05

MO ALTRIA GROUP INC3.8K shares0.98%2026-06-302026-08-05

VXF VANGUARD INDEX FDS889 shares0.23%2026-06-302026-08-05

CNI CANADIAN NATL RY CO1.7K sharesnew addition2026-06-302026-08-05

NGG NATIONAL GRID PLC2.7K shares3.45%2026-06-302026-08-05

CALI BLACKROCK ETF TRUST II4.2K shares5.44%2026-06-302026-08-05

Sponsored

EA ELECTRONIC ARTS INC1.0K sharesnew addition2026-06-302026-08-05

JD JD.COM INC6.4K shares-14.34%2026-06-302026-08-05

CX CEMEX SA EURO MTN BE 144A17.7K shares0.27%2026-06-302026-08-05

SYF SYNCHRONY FINANCIAL2.7K sharesnew addition2026-06-302026-08-05

PHG KONINKLIJKE PHILIPS N V7.9K sharesnew addition2026-06-302026-08-05

CR CRANE COMPANY954 sharesnew addition2026-06-302026-08-05

TER TERADYNE INC608 sharesnew addition2026-06-302026-08-05

DB DEUTSCHE BK AG5.6K sharesnew addition2026-06-302026-08-05

Sponsored

FIX COMFORT SYS USA INC128 shares1.59%2026-06-302026-08-05

PDD PDD HOLDINGS INC2.3K shares-5.90%2026-06-302026-08-05

SNY SANOFI SA4.8K shares-23.54%2026-06-302026-08-05

OVV OVINTIV INC4.6K sharesnew addition2026-06-302026-08-05

VIV TELEFONICA BRASIL SA15.9K sharesnew addition2026-06-302026-08-05

TKC TURKCELL ILETISIM36.5K sharesnew addition2026-06-302026-08-05

AVLV

AMERICAN CENTY ETF TR

1.59%

Shares1.2M

Event2026-06-30

Filed2026-08-05

AVUS

AMERICAN CENTY ETF TR

6.34%

Shares810.6K

Event2026-06-30

Filed2026-08-05

JPST

J P MORGAN EXCHANGE TRADED F

7.17%

Shares2.1M

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

6.84%

Shares255.7K

Event2026-06-30

Filed2026-08-05

JBND

J P MORGAN EXCHANGE TRADED F

6.19%

Shares1.7M

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

5.76%

Shares1.0M

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-0.19%

Shares215.7K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

5.60%

Shares1.5M

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

10.11%

Shares607.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

8.31%

Shares74.0K

Event2026-06-30

Filed2026-08-05

JMST

J P MORGAN EXCHANGE TRADED F

8.20%

Shares678.8K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

348.35%

Shares381.1K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-19.10%

Shares42.9K

Event2026-06-30

Filed2026-08-05

MUNY

VANGUARD NY TAX FREE FDS

8.11%

Shares287.3K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

17.45%

Shares76.1K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

110.70%

Shares40.3K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

0.97%

Shares128.4K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

-14.39%

Shares666.8K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

-43.32%

Shares548.2K

Event2026-06-30

Filed2026-08-05

JMUB

J P MORGAN EXCHANGE TRADED F

-23.38%

Shares444.5K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

4.61%

Shares76.4K

Event2026-06-30

Filed2026-08-05

BWIN

THE BALDWIN INSURANCE GRP IN

New

Shares728.7K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

-19.82%

Shares28.6K

Event2026-06-30

Filed2026-08-05

AVUQ

AMERICAN CENTY ETF TR

New

Shares286.7K

Event2026-06-30

Filed2026-08-05

DIHP

DIMENSIONAL ETF TRUST

-3.20%

Shares527.3K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

12.28%

Shares48.7K

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

4.60%

Shares193.9K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

10.79%

Shares42.6K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

-9.07%

Shares45.4K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

4.74%

Shares26.1K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

0.12%

Shares258.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

-7.48%

Shares91.1K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

-20.27%

Shares22.3K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

69.42%

Shares29.6K

Event2026-06-30

Filed2026-08-05

AMERICAN CENTY ETF TR

0.00%

Shares192.7K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.47%

Shares18.7K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

-42.86%

Shares249.2K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

-0.25%

Shares204.4K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

0.01%

Shares8.8K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-0.40%

Shares37.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

4.88%

Shares57.4K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-06-30

Filed2026-08-05

AON

AON PLC

-0.10%

Shares21.8K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

0.22%

Shares13.3K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.56%

Shares18.4K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

931.44%

Shares40.7K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

38.99%

Shares55.6K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

-0.01%

Shares76.8K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

8.44%

Shares83.9K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

6.14%

Shares23.0K

Event2026-06-30

Filed2026-08-05

VISA INC

-0.78%

Shares15.9K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

68.78%

Shares13.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-1.68%

Shares4.0K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

65.85%

Shares39.0K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-1.06%

Shares47.8K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-1.81%

Shares13.0K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-0.46%

Shares7.9K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-2.03%

Shares35.2K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-0.05%

Shares37.8K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

6.23%

Shares6.1K

Event2026-06-30

Filed2026-08-05

RKT

ROCKET COS INC

0.55%

Shares288.4K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

492.73%

Shares135.1K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

0.61%

Shares46.2K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

3.61%

Shares4.5K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

21.45%

Shares34.4K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

50.03%

Shares23.7K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

6.66%

Shares8.8K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-0.31%

Shares6.5K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

0.00%

Shares27.2K

Event2026-06-30

Filed2026-08-05

MLI

MUELLER INDS INC

6.31%

Shares46.5K

Event2026-06-30

Filed2026-08-05

DFEM

DIMENSIONAL ETF TRUST

-25.07%

Shares81.1K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

93.38%

Shares8.3K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

0.40%

Shares23.9K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

488.87%

Shares40.0K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

1.23%

Shares45.6K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares37.7K

Event2026-06-30

Filed2026-08-05

CBOE

CBOE GLOBAL MKTS INC

7.63%

Shares8.8K

Event2026-06-30

Filed2026-08-05

KYN

KAYNE ANDERSON ENERGY INFRST

-7.06%

Shares176.6K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

33.78%

Shares7.4K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-1.03%

Shares9.7K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

140.04%

Shares32.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares28.1K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

0.23%

Shares17.1K

Event2026-06-30

Filed2026-08-05

IGIB

ISHARES TR

12.00%

Shares43.9K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

1.39%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-3.46%

Shares9.9K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

75.26%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

366.13%

Shares37.1K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

113.42%

Shares6.2K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

-48.69%

Shares9.5K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

114.50%

Shares5.5K

Event2026-06-30

Filed2026-08-05

WTRG

ESSENTIAL UTILS INC

0.57%

Shares54.8K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

-0.78%

Shares23.4K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

0.66%

Shares2.4K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-0.16%

Shares9.3K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

-0.17%

Shares2.9K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

38.23%

Shares22.5K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-0.42%

Shares10.9K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

9.86%

Shares19.9K

Event2026-06-30

Filed2026-08-05

ROYAL BK CDA

0.61%

Shares8.5K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

677.59%

Shares12.1K

Event2026-06-30

Filed2026-08-05

DTM

DT MIDSTREAM INC

7.35%

Shares13.2K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-0.08%

Shares8.4K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-2.01%

Shares6.6K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC

-0.57%

Shares6.1K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

14.47%

Shares5.3K

Event2026-06-30

Filed2026-08-05

BOEING CO

0.30%

Shares7.4K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

45.87%

Shares3.8K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

0.98%

Shares3.8K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-5.04%

Shares1.7K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

1.17%

Shares10.4K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-7.91%

Shares62.3K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

0.09%

Shares8.1K

Event2026-06-30

Filed2026-08-05

UMC

UNITED MICROELECTRONICS CORP

3.31%

Shares82.4K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-3.98%

Shares17.6K

Event2026-06-30

Filed2026-08-05

ASE TECHNOLOGY HLDG CO LTD

0.34%

Shares39.9K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-9.98%

Shares5.0K

Event2026-06-30

Filed2026-08-05

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-05

DFSU

DIMENSIONAL ETF TRUST

1.97%

Shares30.2K

Event2026-06-30

Filed2026-08-05

AVSU

AMERICAN CENTY ETF TR

3.85%

Shares16.2K

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD INTL EQUITY INDEX F

-0.25%

Shares15.7K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

1.21%

Shares29.2K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.57%

Shares16.4K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

417.36%

Shares4.5K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

0.51%

Shares2.4K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

130.16%

Shares19.0K

Event2026-06-30

Filed2026-08-05

TORONTO DOMINION BK ONT

1.75%

Shares10.8K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

-0.18%

Shares20.5K

Event2026-06-30

Filed2026-08-05

DXC

DXC TECHNOLOGY CO

0.72%

Shares119.3K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

94.44%

Shares3.8K

Event2026-06-30

Filed2026-08-05

KB FINL GROUP INC

24.31%

Shares10.5K

Event2026-06-30

Filed2026-08-05

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

0.60%

Shares6.7K

Event2026-06-30

Filed2026-08-05

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares30.6K

Event2026-06-30

Filed2026-08-05

3M CO

-1.22%

Shares8.1K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

3.86%

Shares1.5K

Event2026-06-30

Filed2026-08-05

NUE

NUCOR CORP

0.62%

Shares4.8K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

-1.50%

Shares5.5K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-4.93%

Shares4.7K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

-1.20%

Shares5.9K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

123.65%

Shares5.9K

Event2026-06-30

Filed2026-08-05

WOORI FINL GROUP INC

21.76%

Shares15.8K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-25.99%

Shares7.7K

Event2026-06-30

Filed2026-08-05

DEXCOM INC

0.21%

Shares12.3K

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

173.05%

Shares11.1K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

0.01%

Shares52.8K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-2.59%

Shares9.9K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-0.47%

Shares9.0K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares27.1K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

-0.70%

Shares6.3K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

0.66%

Shares912

Event2026-06-30

Filed2026-08-05

ENOR

ISHARES TR

0.00%

Shares29.1K

Event2026-06-30

Filed2026-08-05

IESC

IES HOLDINGS INC

-58.90%

Shares1.4K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

127.52%

Shares15.5K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

-0.05%

Shares3.7K

Event2026-06-30

Filed2026-08-05

SAP

SAP SE

24.49%

Shares5.2K

Event2026-06-30

Filed2026-08-05

SPYX

SPDR SERIES TRUST

-9.98%

Shares15.8K

Event2026-06-30

Filed2026-08-05

EQT

EQT CORP

400.00%

Shares18.6K

Event2026-06-30

Filed2026-08-05

IEV

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

0.90%

Shares6.6K

Event2026-06-30

Filed2026-08-05

AVSD

AMERICAN CENTY ETF TR

3.99%

Shares11.8K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

1.76%

Shares6.3K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

1.16%

Shares13.4K

Event2026-06-30

Filed2026-08-05

DFSI

DIMENSIONAL ETF TRUST

2.84%

Shares20.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

7.56%

Shares9.4K

Event2026-06-30

Filed2026-08-05

EWD

ISHARES INC

0.00%

Shares17.7K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-2.22%

Shares3.1K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

3.44%

Shares7.1K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC

-1.76%

Shares4.8K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

241.64%

Shares5.7K

Event2026-06-30

Filed2026-08-05

EWL

ISHARES INC

0.00%

Shares14.3K

Event2026-06-30

Filed2026-08-05

ADOBE INC

-5.40%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

-1.12%

Shares10.8K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-0.10%

Shares7.0K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

-2.18%

Shares1.5K

Event2026-06-30

Filed2026-08-05

HCI

HCI GROUP INC

0.04%

Shares5.0K

Event2026-06-30

Filed2026-08-05

TPR

TAPESTRY INC

-0.36%

Shares5.8K

Event2026-06-30

Filed2026-08-05

SHG

SHINHAN FINANCIAL GROUP CO L

18.51%

Shares12.3K

Event2026-06-30

Filed2026-08-05

HSBC

HSBC HLDGS PLC

-0.24%

Shares8.0K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares28.8K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

2.82%

Shares9.3K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-11.63%

Shares6.1K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

0.89%

Shares6.7K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

1.17%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

7.71%

Shares17.6K

Event2026-06-30

Filed2026-08-05

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.44%

Shares36.7K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-05

RJF

RAYMOND JAMES FINL INC

-0.56%

Shares4.7K

Event2026-06-30

Filed2026-08-05

MAMA

MAMAS CREATIONS INC

0.00%

Shares43.2K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A

217.94%

Shares1.7K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

4.56%

Shares1.5K

Event2026-06-30

Filed2026-08-05

FVCB

FVCBANKCORP INC

-20.44%

Shares43.1K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

AVSC

AMERICAN CENTY ETF TR

50.17%

Shares10.9K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

-0.70%

Shares6.0K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

0.05%

Shares6.0K

Event2026-06-30

Filed2026-08-05

IBN

ICICI BANK LIMITED

-0.03%

Shares25.3K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

-0.85%

Shares5.1K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

5.66%

Shares2.9K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

7.21%

Shares3.5K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC

-0.17%

Shares6.9K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

224.42%

Shares1.5K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

1.59%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

-33.36%

Shares24.7K

Event2026-06-30

Filed2026-08-05

BCS

BARCLAYS PLC

1.03%

Shares25.8K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

-0.68%

Shares6.7K

Event2026-06-30

Filed2026-08-05

NXP SEMICONDUCTORS N V

New

Shares3.2K

Event2026-06-30

Filed2026-08-05

GLOBE LIFE INC

-4.97%

Shares3.8K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

-3.75%

Shares4.4K

Event2026-06-30

Filed2026-08-05

AT&T INC

-0.43%

Shares29.7K

Event2026-06-30

Filed2026-08-05

EDEN

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

6.20%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DEERE & CO

0.26%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

8.26%

Shares7.9K

Event2026-06-30

Filed2026-08-05

GFI

GOLD FIELDS LTD

0.72%

Shares20.2K

Event2026-06-30

Filed2026-08-05

MFM

ABERDEEN MUN INCOME FD

0.00%

Shares127.3K

Event2026-06-30

Filed2026-08-05

VTES

VANGUARD WELLINGTON FD

New

Shares6.8K

Event2026-06-30

Filed2026-08-05

SKM

SK TELECOM CO LTD

-8.98%

Shares21.1K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

2.95%

Shares4.7K

Event2026-06-30

Filed2026-08-05

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares68.8K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-1.57%

Shares4.3K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

0.25%

Shares2.0K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

-11.92%

Shares3.7K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

1.42%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SMFG

SUMITOMO MITSUI FIN GRP INC

1.52%

Shares25.7K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-1.64%

Shares5.4K

Event2026-06-30

Filed2026-08-05

UBS

UBS GROUP AG

1.54%

Shares12.2K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

2.66%

Shares3.0K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

9.95%

Shares5.0K

Event2026-06-30

Filed2026-08-05

JKHY

HENRY JACK & ASSOC INC

-0.10%

Shares4.1K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

0.61%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SONY

SONY GROUP CORP

-0.31%

Shares27.1K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

New

Shares10.4K

Event2026-06-30

Filed2026-08-05

CME

CME GROUP INC

-4.30%

Shares2.5K

Event2026-06-30

Filed2026-08-05

TOYOTA MOTOR CORP

0.74%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

6.33%

Shares5.8K

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP NEW

-22.11%

Shares13.1K

Event2026-06-30

Filed2026-08-05

VISTEON CORP

New

Shares5.6K

Event2026-06-30

Filed2026-08-05

COIN

COINBASE GLOBAL INC

13.84%

Shares3.9K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

2.23%

Shares6.8K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-4.38%

Shares2.8K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

-0.60%

Shares6.9K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

8.23%

Shares2.9K

Event2026-06-30

Filed2026-08-05

BROADRIDGE FINL SOLUTIONS IN

-0.55%

Shares3.6K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BBVA

BANCO BILBAO VIZCAYA ARGENTA

1.56%

Shares19.3K

Event2026-06-30

Filed2026-08-05

AVSE

AMERICAN CENTY ETF TR

New

Shares7.2K

Event2026-06-30

Filed2026-08-05

CINF

CINCINNATI FINL CORP

-0.20%

Shares3.1K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-0.55%

Shares542

Event2026-06-30

Filed2026-08-05

DSM

BNY MELLON STRATEGIC MUN BD

0.00%

Shares92.8K

Event2026-06-30

Filed2026-08-05

VTR

VENTAS INC

-6.58%

Shares6.0K

Event2026-06-30

Filed2026-08-05

NVO

NOVO-NORDISK A S

3.39%

Shares11.4K

Event2026-06-30

Filed2026-08-05

RSG

REPUBLIC SVCS INC

2.20%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

-1.95%

Shares1.6K

Event2026-06-30

Filed2026-08-05

NBH

NEUBERGER MUN FD INC

3.95%

Shares52.6K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA

2.10%

Shares6.8K

Event2026-06-30

Filed2026-08-05

AMERIPRISE FINL INC

0.31%

Shares963

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

1.94%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC

2.52%

Shares528

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RES CORP

0.50%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VONV

VANGUARD SCOTTSDALE FDS

-2.12%

Shares4.7K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-3.14%

Shares9.1K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

-0.11%

Shares3.7K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-0.54%

Shares1.1K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD INSURANCE GROUP INC

1.46%

Shares3.6K

Event2026-06-30

Filed2026-08-05

PKX

POSCO HOLDINGS INC

0.27%

Shares9.7K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

-3.66%

Shares184

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

-1.79%

Shares1.0K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

5.20%

Shares627

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

3.11%

Shares1.9K

Event2026-06-30

Filed2026-08-05

TAXX

BONDBLOXX ETF TRUST

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-05

AEM

AGNICO EAGLE MINES LTD

35.40%

Shares3.3K

Event2026-06-30

Filed2026-08-05

INFY

INFOSYS LTD

45.69%

Shares40.0K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

-4.71%

Shares2.6K

Event2026-06-30

Filed2026-08-05

BANCO SANTANDER SA

1.94%

Shares33.6K

Event2026-06-30

Filed2026-08-05

EXPE

EXPEDIA GROUP INC

-1.59%

Shares1.7K

Event2026-06-30

Filed2026-08-05

TROW

PRICE T ROWE GROUP INC

49.06%

Shares4.2K

Event2026-06-30

Filed2026-08-05

PMM

PUTNAM MANAGED MUN INCOME TR

0.00%

Shares76.1K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

4.13%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

3.17%

Shares4.5K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

0.34%

Shares3.2K

Event2026-06-30

Filed2026-08-05

TPL

TEXAS PACIFIC LAND CORPORATI

9.26%

Shares1.2K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

0.28%

Shares9.6K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

1.60%

Shares5.2K

Event2026-06-30

Filed2026-08-05

SPGM

SPDR INDEX SHS FDS

-12.82%

Shares5.4K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

-0.03%

Shares7.3K

Event2026-06-30

Filed2026-08-05

AIG

AMERICAN INTL GROUP INC

0.05%

Shares5.8K

Event2026-06-30

Filed2026-08-05

CORTEVA INC

1.04%

Shares6.0K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC

3.01%

Shares3.7K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

-7.97%

Shares13.1K

Event2026-06-30

Filed2026-08-05

EFAX

SPDR INDEX SHS FDS

-1.98%

Shares8.1K

Event2026-06-30

Filed2026-08-05

HCA

HCA HEALTHCARE INC

-3.20%

Shares1.1K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

2.50%

Shares1.8K

Event2026-06-30

Filed2026-08-05

MFG

MIZUHO FINANCIAL GROUP INC

0.10%

Shares42.1K

Event2026-06-30

Filed2026-08-05

ACWI

ISHARES TR

0.59%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CHT

CHUNGHWA TELECOM CO LTD

0.07%

Shares10.1K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

1.76%

Shares16.6K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

-7.13%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BMO

BANK MONTREAL MEDIUM

3.69%

Shares2.4K

Event2026-06-30

Filed2026-08-05

EXE

EXPAND ENERGY CORPORATION

-1.38%

Shares5.5K

Event2026-06-30

Filed2026-08-05

UNITY SOFTWARE INC

-0.03%

Shares13.4K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

-0.02%

Shares6.5K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT

-2.19%

Shares1.3K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

12.72%

Shares2.4K

Event2026-06-30

Filed2026-08-05

MDB

MONGODB INC

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-05

RIO

RIO TINTO PLC

-3.31%

Shares4.3K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

2.32%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MGA

MAGNA INTL INC

3.45%

Shares6.0K

Event2026-06-30

Filed2026-08-05

COO

COOPER COS INC

-2.80%

Shares5.7K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

0.66%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VTEC

VANGUARD CALIF TAX FREE FDS

-7.01%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DLTR

DOLLAR TREE INC

-5.11%

Shares3.5K

Event2026-06-30

Filed2026-08-05

RELX

RELX PLC

-3.03%

Shares11.1K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

6.45%

Shares1.5K

Event2026-06-30

Filed2026-08-05

MFC

MANULIFE FINL CORP

1.78%

Shares8.8K

Event2026-06-30

Filed2026-08-05

RACE

FERRARI N V

1.78%

Shares974

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

13.15%

Shares843

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

-6.80%

Shares1.3K

Event2026-06-30

Filed2026-08-05

VEEV

VEEVA SYS INC

-17.37%

Shares1.9K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-05

BTI

BRITISH AMERN TOB PLC

1.54%

Shares6.3K

Event2026-06-30

Filed2026-08-05

IXJ

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

CANADIAN PACIFIC KANSAS CITY

0.29%

Shares4.1K

Event2026-06-30

Filed2026-08-05

CVE

CENOVUS ENERGY INC

1.05%

Shares12.5K

Event2026-06-30

Filed2026-08-05

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

LUV

SOUTHWEST AIRLS CO

2.98%

Shares8.1K

Event2026-06-30

Filed2026-08-05

CRH

CRH PLC

0.38%

Shares4.0K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

-4.39%

Shares2.3K

Event2026-06-30

Filed2026-08-05

JOHNSON CONTROLS INTERNATION

0.85%

Shares2.5K

Event2026-06-30

Filed2026-08-05

SUNCOR ENERGY INC NEW

10.78%

Shares5.5K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

-0.70%

Shares3.8K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

-4.35%

Shares2.5K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP

-1.13%

Shares1.9K

Event2026-06-30

Filed2026-08-05

AXON

AXON ENTERPRISE INC

4.41%

Shares616

Event2026-06-30

Filed2026-08-05

NBIS

NEBIUS GROUP N.V.

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

ING

ING GROEP N.V.

1.52%

Shares9.7K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

8.86%

Shares3.5K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares6.0K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

-6.69%

Shares892

Event2026-06-30

Filed2026-08-05

WSM

WILLIAMS SONOMA INC

6.43%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SCCO

SOUTHERN COPPER CORP

-0.67%

Shares1.8K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

-2.27%

Shares2.1K

Event2026-06-30

Filed2026-08-05

NTES

NETEASE COM INC

0.08%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MPWR

MONOLITHIC PWR SYS INC

2.02%

Shares252

Event2026-06-30

Filed2026-08-05

CCJ

CAMECO CORP

2.51%

Shares3.7K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW

0.74%

Shares4.1K

Event2026-06-30

Filed2026-08-05

ADSK

AUTODESK INC

2.24%

Shares1.5K

Event2026-06-30

Filed2026-08-05

KROGER CO

-3.36%

Shares5.6K

Event2026-06-30

Filed2026-08-05

CANADIAN IMPERIAL BANK OF CO

3.81%

Shares2.7K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

0.61%

Shares7.7K

Event2026-06-30

Filed2026-08-05

BNS

BANK NOVA SCOTIA B C

2.11%

Shares3.7K

Event2026-06-30

Filed2026-08-05

ESLT

ELBIT SYS LTD

-0.26%

Shares390

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

-2.31%

Shares5.2K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

-4.27%

Shares7.9K

Event2026-06-30

Filed2026-08-05

RDY

DR REDDYS LABS LTD

-29.65%

Shares26.3K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE IN

-8.87%

Shares2.1K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

-1.29%

Shares2.7K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

4.42%

Shares5.4K

Event2026-06-30

Filed2026-08-05

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

AWK

AMERICAN WTR WKS CO INC NEW

-3.47%

Shares3.0K

Event2026-06-30

Filed2026-08-05

HUM

HUMANA INC

4.70%

Shares846

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

2.18%

Shares6.7K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

FLIN

FRANKLIN TEMPLETON ETF TR

New

Shares8.5K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

-24.47%

Shares12.4K

Event2026-06-30

Filed2026-08-05

ENB

ENBRIDGE INC

0.36%

Shares5.6K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

-4.85%

Shares1.9K

Event2026-06-30

Filed2026-08-05

PBR

PETROLEO BRASILEIRO S A

10.07%

Shares15.9K

Event2026-06-30

Filed2026-08-05

FEDEX FGHT HLDG CO INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-05

PFGC

PERFORMANCE FOOD GROUP CO

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

JAAA

JANUS DETROIT STR TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

WIT

WIPRO LTD

-5.43%

Shares143.0K

Event2026-06-30

Filed2026-08-05

CURTISS WRIGHT CORP

1.31%

Shares388

Event2026-06-30

Filed2026-08-05

GSK PLC

-0.14%

Shares5.6K

Event2026-06-30

Filed2026-08-05

PVH

PVH CORPORATION

2.29%

Shares3.3K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

-3.08%

Shares2.0K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

8.23%

Shares1.0K

Event2026-06-30

Filed2026-08-05

OMC

OMNICOM GROUP INC

-0.65%

Shares3.7K

Event2026-06-30

Filed2026-08-05

ZILLOW GROUP INC

0.22%

Shares8.0K

Event2026-06-30

Filed2026-08-05

WPM

WHEATON PRECIOUS METALS CORP

4.60%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

-1.51%

Shares4.9K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

0.52%

Shares3.1K

Event2026-06-30

Filed2026-08-05

PATK

PATRICK INDS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

9.84%

Shares212

Event2026-06-30

Filed2026-08-05

STM

STMICROELECTRONICS N V

-0.24%

Shares5.3K

Event2026-06-30

Filed2026-08-05

CIEN

CIENA CORP

-0.14%

Shares723

Event2026-06-30

Filed2026-08-05

ARGENX SE

0.30%

Shares335

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

SLF

SUN LIFE FINANCIAL INC.

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

-1.19%

Shares499

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

0.57%

Shares5.5K

Event2026-06-30

Filed2026-08-05

JNK

SPDR SERIES TRUST

9.11%

Shares2.9K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

0.01%

Shares7.8K

Event2026-06-30

Filed2026-08-05

DFSE

DIMENSIONAL ETF TRUST

-11.11%

Shares5.8K

Event2026-06-30

Filed2026-08-05

DEO

DIAGEO PLC

11.84%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

-9.18%

Shares683

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

New

Shares874

Event2026-06-30

Filed2026-08-05

NMR

NOMURA HLDGS INC

10.10%

Shares27.9K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

22.66%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

6.66%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DFAU

DIMENSIONAL ETF TRUST

-26.44%

Shares4.9K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

1.88%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DXJ

WISDOMTREE TR

0.40%

Shares1.5K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

-1.86%

Shares1.0K

Event2026-06-30

Filed2026-08-05

LOEWS CORP

1.81%

Shares2.3K

Event2026-06-30

Filed2026-08-05

FFIV

F5 INC

5.77%

Shares623

Event2026-06-30

Filed2026-08-05

REGN

REGENERON PHARMACEUTICALS

6.58%

Shares340

Event2026-06-30

Filed2026-08-05

GENERAL MTRS CO

5.12%

Shares2.9K

Event2026-06-30

Filed2026-08-05

MSCI

MSCI INC

-1.23%

Shares483

Event2026-06-30

Filed2026-08-05

BUD

ANHEUSER BUSCH INBEV SA NV

2.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

CNQ

CANADIAN NAT RES LTD MED TER

1.59%

Shares5.4K

Event2026-06-30

Filed2026-08-05

BIIB

BIOGEN INC

1.47%

Shares1.2K

Event2026-06-30

Filed2026-08-05

AME

AMETEK INC

14.60%

Shares1.0K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

-0.11%

Shares935

Event2026-06-30

Filed2026-08-05

TURN THERAPEUTICS INC

New

Shares27.3K

Event2026-06-30

Filed2026-08-05

THE CIGNA GROUP

1.50%

Shares882

Event2026-06-30

Filed2026-08-05

WEX

WEX INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

EFX

EQUIFAX INC

-2.67%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IMO

IMPERIAL OIL LTD

0.99%

Shares1.8K

Event2026-06-30

Filed2026-08-05

FLEX

FLEX LTD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

PSO

PEARSON PLC

New

Shares13.7K

Event2026-06-30

Filed2026-08-05

ORIX CORP

0.19%

Shares5.7K

Event2026-06-30

Filed2026-08-05

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

-0.26%

Shares774

Event2026-06-30

Filed2026-08-05

FTS

FORTIS INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

New

Shares895

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

MICROCHIP TECHNOLOGY INC.

4.16%

Shares3.3K

Event2026-06-30

Filed2026-08-05

HDB

HDFC BANK LTD

0.49%

Shares9.3K

Event2026-06-30

Filed2026-08-05

ADC

AGREE RLTY CORP

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ INC

-6.42%

Shares2.4K

Event2026-06-30

Filed2026-08-05

FHI

FEDERATED HERMES INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

11.74%

Shares590

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

-3.90%

Shares911

Event2026-06-30

Filed2026-08-05

KGC

KINROSS GOLD CORP

12.14%

Shares9.5K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP

-5.74%

Shares542

Event2026-06-30

Filed2026-08-05

WDS

WOODSIDE ENERGY GROUP LTD

6.49%

Shares9.7K

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

NTAP

NETAPP INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

TEVA

TEVA PHARMACEUTICAL INDS LTD

5.79%

Shares6.4K

Event2026-06-30

Filed2026-08-05

BP PLC

-1.14%

Shares4.9K

Event2026-06-30

Filed2026-08-05

PCAR

PACCAR INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

New

Shares4.3K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

New

Shares5.0K

Event2026-06-30

Filed2026-08-05

HUBS

HUBSPOT INC

New

Shares899

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

0.98%

Shares3.8K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

0.23%

Shares889

Event2026-06-30

Filed2026-08-05

CNI

CANADIAN NATL RY CO

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

NGG

NATIONAL GRID PLC

3.45%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CALI

BLACKROCK ETF TRUST II

5.44%

Shares4.2K

Event2026-06-30

Filed2026-08-05

ELECTRONIC ARTS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

JD.COM INC

-14.34%

Shares6.4K

Event2026-06-30

Filed2026-08-05

CEMEX SA EURO MTN BE 144A

0.27%

Shares17.7K

Event2026-06-30

Filed2026-08-05

SYF

SYNCHRONY FINANCIAL

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

PHG

KONINKLIJKE PHILIPS N V

New

Shares7.9K

Event2026-06-30

Filed2026-08-05

CRANE COMPANY

New

Shares954

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC

New

Shares608

Event2026-06-30

Filed2026-08-05

DEUTSCHE BK AG

New

Shares5.6K

Event2026-06-30

Filed2026-08-05

FIX

COMFORT SYS USA INC

1.59%

Shares128

Event2026-06-30

Filed2026-08-05

PDD

PDD HOLDINGS INC

-5.90%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SNY

SANOFI SA

-23.54%

Shares4.8K

Event2026-06-30

Filed2026-08-05

OVV

OVINTIV INC

New

Shares4.6K

Event2026-06-30

Filed2026-08-05

VIV

TELEFONICA BRASIL SA

New

Shares15.9K

Event2026-06-30

Filed2026-08-05

TKC

TURKCELL ILETISIM

New

Shares36.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available