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The Analysis of BSW Wealth Partners's Holdings & P&L

Currently, BSW Wealth Partners holds 331 types of securities in its portfolio with a total value $899.2M. In the most recent quarter, they have increased their positions in VTEB (+108.0K shares, valued at $5.5M), VGIT (+69.8K shares, valued at $4.1M), CRBN (+8.2K shares, valued at $2.1M); decreased their positions in N/A (-6.6K shares, valued at $5.0M), DELL (-7.3K shares, valued at $3.2M), AMD (-3.6K shares, valued at $2.1M); initiated new positions in CRSR (+132.0K shares, valued at $1.3M), MRVL (+1.9K shares, valued at $571.1K), NBIS (+1.4K shares, valued at $394.1K).

1M P&L

+6.5M+1.00%

3M P&L

+18.6M+2.88%

HY P&L

+48.9M+7.98%

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/A436.9M

65.3%

2Consumer Electronics32.7M

4.9%

3Semiconductors30.0M

4.5%

Top Industries by Stock Count

1N/A82 stocks

28.4%

2Banks - Regional14 stocks

4.8%

3Drug Manufacturers - General10 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR175.9K shares-3.63%2026-06-302026-07-15

AVDE AMERICAN CENTY ETF TR599.2K shares-2.29%2026-06-302026-07-15

AVUS AMERICAN CENTY ETF TR357.4K shares-2.20%2026-06-302026-07-15

VTEB VANGUARD MUN BD FDS737.5K shares17.15%2026-06-302026-07-15

VGIT VANGUARD SCOTTSDALE FDS625.7K shares12.56%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T46.5K shares0.23%2026-06-302026-07-15

AAPL APPLE INC110.1K shares-0.58%2026-06-302026-07-15

IDEV ISHARES TR336.7K shares-1.57%2026-06-302026-07-15

Sponsored

AVEM AMERICAN CENTY ETF TR210.9K shares2.11%2026-06-302026-07-15

AOR ISHARES TR277.0K shares10.06%2026-06-302026-07-15

IEMG ISHARES INC223.4K shares-0.46%2026-06-302026-07-15

CRBN ISHARES TR55.3K shares17.39%2026-06-302026-07-15

NVDA NVIDIA CORPORATION63.2K shares0.14%2026-06-302026-07-15

AVES AMERICAN CENTY ETF TR186.7K shares-3.03%2026-06-302026-07-15

AVUV AMERICAN CENTY ETF TR90.8K shares-1.18%2026-06-302026-07-15

ISHARES TR ISHARES TR114.4K shares-4.54%2026-06-302026-07-15

Sponsored

IAU ISHARES GOLD TR143.5K shares-6.53%2026-06-302026-07-15

TRMB TRIMBLE INC210.9K shares-0.01%2026-06-302026-07-15

GOOG ALPHABET INC29.0K shares-0.38%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS141.3K shares-4.43%2026-06-302026-07-15

MUB ISHARES TR92.6K shares-2.19%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS23.9K shares-8.51%2026-06-302026-07-15

ESGV VANGUARD WORLD FD59.2K shares-0.60%2026-06-302026-07-15

VOO VANGUARD INDEX FDS10.7K shares-2.22%2026-06-302026-07-15

Sponsored

AMZN AMAZON COM INC27.9K shares-2.42%2026-06-302026-07-15

GOOGL ALPHABET INC18.5K shares3.29%2026-06-302026-07-15

ESGD ISHARES TR55.8K shares0.70%2026-06-302026-07-15

MSFT MICROSOFT CORP15.2K shares-2.76%2026-06-302026-07-15

EFA ISHARES TR51.7K shares-6.97%2026-06-302026-07-15

IJH ISHARES TR69.2K shares-2.22%2026-06-302026-07-15

BROADCOM INC BROADCOM INC13.9K shares-1.44%2026-06-302026-07-15

IWM ISHARES TR17.3K shares-7.66%2026-06-302026-07-15

Sponsored

DELL DELL TECHNOLOGIES INC12.1K shares-37.76%2026-06-302026-07-15

ACWI ISHARES TR30.9K shares-0.21%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC10.0K shares1.37%2026-06-302026-07-15

LRCX LAM RESEARCH CORP10.2K shares-2.78%2026-06-302026-07-15

MGV VANGUARD WORLD FD25.5K shares-25.75%2026-06-302026-07-15

LLY ELI LILLY & CO3.4K shares-2.11%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.3K shares-1.89%2026-06-302026-07-15

NUSC NUSHARES ETF TR68.5K shares-14.74%2026-06-302026-07-15

Sponsored

VT VANGUARD INTL EQUITY INDEX F22.5K shares4.62%2026-06-302026-07-15

INTC INTEL CORP25.2K shares-26.62%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC3.0K shares-4.62%2026-06-302026-07-15

XVV ISHARES TR57.7K shares-8.16%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR16.5K shares0.00%2026-06-302026-07-15

NULV NUSHARES ETF TR61.4K shares-28.94%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC4.2K shares-3.45%2026-06-302026-07-15

QQQ INVESCO QQQ TR4.1K shares18.98%2026-06-302026-07-15

Sponsored

META PLATFORMS INC META PLATFORMS INC5.1K shares-4.34%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC4.8K shares-43.14%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F46.0K shares-6.63%2026-06-302026-07-15

PG PROCTER & GAMBLE CO18.2K shares-27.99%2026-06-302026-07-15

ABBVIE INC ABBVIE INC10.4K shares-0.69%2026-06-302026-07-15

SCHF SCHWAB STRATEGIC TR94.7K shares-0.98%2026-06-302026-07-15

CAT CATERPILLAR INC2.4K shares-1.35%2026-06-302026-07-15

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC22.0K shares-0.38%2026-06-302026-07-15

Sponsored

EEM ISHARES TR37.4K shares-2.52%2026-06-302026-07-15

KO COCA COLA CO30.7K shares-0.15%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares-5.51%2026-06-302026-07-15

VISA INC VISA INC6.9K shares0.78%2026-06-302026-07-15

MRK MERCK & CO INC17.6K shares-2.30%2026-06-302026-07-15

EMSF MATTHEWS INTL FDS51.1K shares-12.91%2026-06-302026-07-15

VBR VANGUARD INDEX FDS8.7K shares5.53%2026-06-302026-07-15

IWF ISHARES TR16.8K shares317.64%2026-06-302026-07-15

Sponsored

ASML ASML HLDG NV1.0K shares1.08%2026-06-302026-07-15

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.0K shares-0.46%2026-06-302026-07-15

ESML ISHARES TR32.6K shares21.87%2026-06-302026-07-15

SCHB SCHWAB STRATEGIC TR62.6K shares-1.43%2026-06-302026-07-15

LIN LINDE PLC3.5K shares-35.50%2026-06-302026-07-15

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD37.2K shares-4.58%2026-06-302026-07-15

PFE PFIZER INC66.0K shares-2.17%2026-06-302026-07-15

KLAC KLA CORP5.1K shares839.49%2026-06-302026-07-15

Sponsored

GEV GE VERNOVA INC1.3K shares-3.34%2026-06-302026-07-15

PANW PALO ALTO NETWORKS INC4.4K shares-2.44%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC1.5K shares-4.42%2026-06-302026-07-15

SNPS SYNOPSYS INC3.3K shares29.43%2026-06-302026-07-15

STRL STERLING INFRASTRUCTURE INC1.8K shares0.00%2026-06-302026-07-15

AXP AMERICAN EXPRESS CO4.1K shares-4.12%2026-06-302026-07-15

HD HOME DEPOT INC3.8K shares-12.90%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON5.3K shares-4.22%2026-06-302026-07-15

Sponsored

DIS DISNEY WALT CO13.8K shares-1.05%2026-06-302026-07-15

WELL WELLTOWER INC5.8K shares-3.09%2026-06-302026-07-15

PEP PEPSICO INC9.8K shares-33.39%2026-06-302026-07-15

BK BANK OF NY MELLON CORP9.1K shares-1.07%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares-1.07%2026-06-302026-07-15

UNP UNION PAC CORP4.7K shares-0.08%2026-06-302026-07-15

CRSR CORSAIR GAMING INC132.0K sharesnew addition2026-06-302026-07-15

WMT WALMART INC11.3K shares-2.54%2026-06-302026-07-15

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.3K shares4.77%2026-06-302026-07-15

IWD ISHARES TR5.1K shares-0.97%2026-06-302026-07-15

TJX TJX COS INC NEW7.9K shares-6.13%2026-06-302026-07-15

ORACLE CORP ORACLE CORP8.1K shares-6.75%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.16.4K shares1.16%2026-06-302026-07-15

GLD SPDR GOLD TR3.2K shares11.96%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP8.5K shares-1.74%2026-06-302026-07-15

ABT ABBOTT LABORATORIES12.5K shares4.00%2026-06-302026-07-15

Sponsored

LUMN LUMEN TECHNOLOGIES INC147.1K shares8.08%2026-06-302026-07-15

TSLA TESLA INC2.7K shares-2.90%2026-06-302026-07-15

C CITIGROUP INC8.0K shares-0.26%2026-06-302026-07-15

VV VANGUARD INDEX FDS3.3K shares0.00%2026-06-302026-07-15

VB VANGUARD INDEX FDS3.6K shares-8.84%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC9.1K shares1.81%2026-06-302026-07-15

QUANTA SVCS INC QUANTA SVCS INC1.5K shares-7.07%2026-06-302026-07-15

WAB WABTEC3.9K shares1.29%2026-06-302026-07-15

Sponsored

MS MORGAN STANLEY4.8K shares-27.24%2026-06-302026-07-15

UMC UNITED MICROELECTRONICS CORP36.8K shares-6.38%2026-06-302026-07-15

DOV DOVER CORP4.4K shares-3.79%2026-06-302026-07-15

VBK VANGUARD INDEX FDS2.7K shares-6.23%2026-06-302026-07-15

CIB GRUPO CIBEST SA12.3K shares-8.70%2026-06-302026-07-15

IBN ICICI BANK LIMITED33.5K shares5.27%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-1.09%2026-06-302026-07-15

BBVA BANCO BILBAO VIZCAYA ARGENTA38.0K shares-1.42%2026-06-302026-07-15

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares-4.19%2026-06-302026-07-15

AMGN AMGEN INC2.6K shares-4.27%2026-06-302026-07-15

WDC WESTERN DIGITAL CORP1.4K shares-2.11%2026-06-302026-07-15

QCOM QUALCOMM INC4.9K shares-10.11%2026-06-302026-07-15

IWB ISHARES TR2.2K shares0.00%2026-06-302026-07-15

IEI ISHARES TR7.6K shares32.75%2026-06-302026-07-15

PNC PNC FINL SVCS GROUP INC3.5K shares-0.92%2026-06-302026-07-15

KB KB FINL GROUP INC8.3K shares19.73%2026-06-302026-07-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO14.6K shares9.30%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS16.2K shares-3.01%2026-06-302026-07-15

USB US BANCORP13.5K shares-4.16%2026-06-302026-07-15

PM PHILIP MORRIS INTL INC4.4K shares-0.72%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC18.8K shares2.87%2026-06-302026-07-15

BKNG BOOKING HOLDINGS INC4.5K shares2155.05%2026-06-302026-07-15

CVX CHEVRON CORPORATION4.8K shares-3.81%2026-06-302026-07-15

ANET ARISTA NETWORKS INC4.7K shares-4.62%2026-06-302026-07-15

Sponsored

GILD GILEAD SCIENCES INC6.3K shares-0.29%2026-06-302026-07-15

ADP AUTOMATIC DATA PROCESSING IN3.4K shares4.93%2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR25.6K shares66.21%2026-06-302026-07-15

KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares-5.39%2026-06-302026-07-15

NMR NOMURA HLDGS INC84.7K shares-10.29%2026-06-302026-07-15

BALL BALL CORP11.9K shares-7.82%2026-06-302026-07-15

ALL ALLSTATE CORP3.1K shares9.36%2026-06-302026-07-15

CME CME GROUP INC3.2K shares0.25%2026-06-302026-07-15

Sponsored

CRM SALESFORCE INC4.6K shares4.35%2026-06-302026-07-15

RKLB ROCKET LAB CORP7.0K shares5.58%2026-06-302026-07-15

PHYS SPROTT ASSET MANAGEMENT LP23.3K shares0.00%2026-06-302026-07-15

MNST MONSTER BEVERAGE CORP NEW7.2K shares-8.19%2026-06-302026-07-15

SIVR ABRDN SILVER ETF TRUST12.3K shares0.00%2026-06-302026-07-15

GWW WW GRAINGER INC506 shares-0.78%2026-06-302026-07-15

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC5.2K shares0.92%2026-06-302026-07-15

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.6K shares19.22%2026-06-302026-07-15

Sponsored

AWK AMERICAN WTR WKS CO INC NEW5.1K shares2.19%2026-06-302026-07-15

MDY STATE STR SPDR S&P MIDCAP 40956 shares-0.42%2026-06-302026-07-15

PGR PROGRESSIVE CORP3.1K shares25.77%2026-06-302026-07-15

WF WOORI FINL GROUP INC11.6K shares5.43%2026-06-302026-07-15

SAP SAP SE4.2K shares-12.13%2026-06-302026-07-15

BX BLACKSTONE INC5.5K shares5.54%2026-06-302026-07-15

SYY SYSCO CORP7.8K shares9.09%2026-06-302026-07-15

T AT&T INC30.6K shares-4.32%2026-06-302026-07-15

Sponsored

LOW LOWES COS INC2.9K shares-25.01%2026-06-302026-07-15

PLD PROLOGIS INC.4.6K shares-4.83%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS4.0K shares-10.49%2026-06-302026-07-15

S&P GLOBAL INC S&P GLOBAL INC1.5K shares-3.58%2026-06-302026-07-15

CHT CHUNGHWA TELECOM CO LTD14.1K shares33.33%2026-06-302026-07-15

TMO THERMO FISHER SCIENTIFIC INC1.2K shares1.39%2026-06-302026-07-15

EPD ENTERPRISE PRODS PARTNERS L16.9K shares-7.85%2026-06-302026-07-15

UBER UBER TECHNOLOGIES INC8.5K shares3.73%2026-06-302026-07-15

Sponsored

SCHD SCHWAB STRATEGIC TR19.3K shares-10.93%2026-06-302026-07-15

SERVICENOW INC SERVICENOW INC6.1K shares5.48%2026-06-302026-07-15

IJR ISHARES TR4.0K shares-4.26%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC785 shares-16.76%2026-06-302026-07-15

VRT VERTIV HOLDINGS CO1.8K shares-2.26%2026-06-302026-07-15

VXF VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-15

PCAR PACCAR INC4.9K shares-3.20%2026-06-302026-07-15

VUG VANGUARD INDEX FDS6.8K shares500.35%2026-06-302026-07-15

Sponsored

HCA HCA HEALTHCARE INC1.5K shares-2.01%2026-06-302026-07-15

MRVL MARVELL TECHNOLOGY INC1.9K sharesnew addition2026-06-302026-07-15

RS RELIANCE INC1.5K shares-35.51%2026-06-302026-07-15

TFC TRUIST FINL CORP11.0K shares7.35%2026-06-302026-07-15

GLW CORNING INC2.1K shares-8.26%2026-06-302026-07-15

HSBC HSBC HLDGS PLC5.6K shares-1.39%2026-06-302026-07-15

BIIB BIOGEN INC2.5K shares18.71%2026-06-302026-07-15

SKM SK TELECOM CO LTD16.3K shares11.91%2026-06-302026-07-15

Sponsored

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN2.9K shares2.55%2026-06-302026-07-15

INTU INTUIT2.0K shares10.55%2026-06-302026-07-15

COF CAPITAL ONE FINL CORP2.6K shares-7.17%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED1.5K shares-34.14%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-22.70%2026-06-302026-07-15

GSK PLC GSK PLC9.7K shares-7.25%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T2.4K shares0.59%2026-06-302026-07-15

DLR DIGITAL RLTY TR INC2.8K shares13.46%2026-06-302026-07-15

Sponsored

SCHW SCHWAB CHARLES CORP5.5K shares40.60%2026-06-302026-07-15

SONY SONY GROUP CORP25.0K shares-4.39%2026-06-302026-07-15

SDY SPDR SERIES TRUST3.3K shares0.12%2026-06-302026-07-15

EQIX EQUINIX INC478 shares-2.85%2026-06-302026-07-15

DE DEERE & CO781 shares3.72%2026-06-302026-07-15

GE GE AEROSPACE1.3K shares-0.68%2026-06-302026-07-15

RSPT INVESCO EXCHANGE TRADED FD T7.6K shares0.04%2026-06-302026-07-15

VO VANGUARD INDEX FDS6.0K shares228.40%2026-06-302026-07-15

Sponsored

KDP KEURIG DR PEPPER INC13.9K shares16.06%2026-06-302026-07-15

VMI VALMONT INDS INC750 shares0.00%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR12.0K shares25.59%2026-06-302026-07-15

SYK STRYKER CORPORATION1.4K shares-20.54%2026-06-302026-07-15

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-4.33%2026-06-302026-07-15

RPM RPM INTL INC3.8K shares19.22%2026-06-302026-07-15

VDE VANGUARD WORLD FD2.8K shares0.00%2026-06-302026-07-15

TIP ISHARES TR3.8K shares9.84%2026-06-302026-07-15

Sponsored

ISRG INTUITIVE SURGICAL INC1.0K shares-8.95%2026-06-302026-07-15

XYL XYLEM INC3.4K shares-14.05%2026-06-302026-07-15

NVS NOVARTIS AG2.6K shares-6.39%2026-06-302026-07-15

VGT VANGUARD WORLD FD3.4K shares700.00%2026-06-302026-07-15

WIT WIPRO LTD176.7K shares-21.33%2026-06-302026-07-15

CBRE CBRE GROUP INC2.9K shares-0.87%2026-06-302026-07-15

SCHE SCHWAB STRATEGIC TR11.0K shares-0.54%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP778 shares-13.46%2026-06-302026-07-15

Sponsored

NBIS NEBIUS GROUP N.V.1.4K sharesnew addition2026-06-302026-07-15

NTRS NORTHERN TR CORP2.3K shares-3.74%2026-06-302026-07-15

CTAS CINTAS CORP2.3K shares-12.39%2026-06-302026-07-15

O REALTY INCOME CORP6.3K shares-0.25%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION2.0K shares0.64%2026-06-302026-07-15

TS TENARIS S A7.0K shares-11.88%2026-06-302026-07-15

FNB F N B CORP20.2K shares-0.01%2026-06-302026-07-15

ITW ILLINOIS TOOL WKS INC1.4K shares-2.54%2026-06-302026-07-15

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL397 shares-35.02%2026-06-302026-07-15

DIA STATE STR SPDR DOW JONES IND727 sharesnew addition2026-06-302026-07-15

REGN REGENERON PHARMACEUTICALS605 shares16.80%2026-06-302026-07-15

CMI CUMMINS INC528 shares-0.38%2026-06-302026-07-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL3.9K sharesnew addition2026-06-302026-07-15

VTR VENTAS INC4.1K shares65.86%2026-06-302026-07-15

STT STATE STR CORP2.1K shares11.63%2026-06-302026-07-15

EBAY EBAY INC.3.2K shares3.45%2026-06-302026-07-15

Sponsored

CVMC MORGAN STANLEY ETF TRUST4.8K shares-1.78%2026-06-302026-07-15

AVXC AMERICAN CENTY ETF TR4.2K shares-0.60%2026-06-302026-07-15

MO ALTRIA GROUP INC4.9K shares-0.65%2026-06-302026-07-15

FERG FERGUSON ENTERPRISES INC1.5K shares-6.60%2026-06-302026-07-15

HUBB HUBBELL INC672 shares-6.15%2026-06-302026-07-15

VIV TELEFONICA BRASIL SA26.4K shares-26.67%2026-06-302026-07-15

IGIB ISHARES TR6.5K shares0.00%2026-06-302026-07-15

LYG LLOYDS BANKING GROUP PLC59.3K shares-34.47%2026-06-302026-07-15

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.4K shares4.13%2026-06-302026-07-15

WPM WHEATON PRECIOUS METALS CORP3.0K sharesnew addition2026-06-302026-07-15

CORTEVA INC CORTEVA INC3.9K shares8.31%2026-06-302026-07-15

SMFG SUMITOMO MITSUI FIN GRP INC14.0K shares-1.28%2026-06-302026-07-15

ETN EATON CORP PLC773 shares1.18%2026-06-302026-07-15

MEDTRONIC PLC MEDTRONIC PLC4.2K sharesnew addition2026-06-302026-07-15

ESGG FLEXSHARES TR1.4K shares0.00%2026-06-302026-07-15

MELI MERCADOLIBRE INC192 shares-12.73%2026-06-302026-07-15

Sponsored

SNA SNAP ON INC807 shares-7.24%2026-06-302026-07-15

RSG REPUBLIC SVCS INC1.5K shares21.26%2026-06-302026-07-15

NTES NETEASE COM INC2.5K shares17.00%2026-06-302026-07-15

SJM SMUCKER J M CO2.9K shares-13.81%2026-06-302026-07-15

CL COLGATE PALMOLIVE CO3.5K shares-5.33%2026-06-302026-07-15

CBOE CBOE GLOBAL MKTS INC1.3K shares15.78%2026-06-302026-07-15

HAL HALLIBURTON CO9.3K shares-2.37%2026-06-302026-07-15

URI UNITED RENTALS INC277 shares-5.46%2026-06-302026-07-15

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC3.6K shares-0.98%2026-06-302026-07-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares7.61%2026-06-302026-07-15

MPLX MPLX LP5.4K shares0.00%2026-06-302026-07-15

EIX EDISON INTL4.1K sharesnew addition2026-06-302026-07-15

FITB FIFTH THIRD BANCORP5.3K sharesnew addition2026-06-302026-07-15

MSI MOTOROLA SOLUTIONS INC724 shares-1.09%2026-06-302026-07-15

TAK TAKEDA PHARMACEUTICAL CO LTD18.6K shares17.19%2026-06-302026-07-15

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.1K sharesnew addition2026-06-302026-07-15

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-07-15

XLF SELECT SECTOR SPDR TR5.4K shares0.20%2026-06-302026-07-15

TMUS T-MOBILE US INC1.7K shares-2.74%2026-06-302026-07-15

FTNT FORTINET INC1.9K sharesnew addition2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-07-15

WFC WELLS FARGO & CO3.4K shares-2.41%2026-06-302026-07-15

BDX BECTON DICKINSON & CO1.9K shares-9.82%2026-06-302026-07-15

SPLV INVESCO EXCH TRADED FD TR II3.8K shares-13.82%2026-06-302026-07-15

Sponsored

LPL LG DISPLAY CO LTD72.3K shares69.32%2026-06-302026-07-15

MCD MCDONALDS CORP1.0K shares-2.45%2026-06-302026-07-15

BAC BANK OF AMER CORP4.9K shares-3.79%2026-06-302026-07-15

ADSK AUTODESK INC1.4K shares-6.06%2026-06-302026-07-15

MCO MOODYS CORP612 shares1.83%2026-06-302026-07-15

COLB COLUMBIA BKG SYS INC8.6K shares0.01%2026-06-302026-07-15

SNY SANOFI SA6.4K shares-20.93%2026-06-302026-07-15

AFL AFLAC INC2.3K shares19.59%2026-06-302026-07-15

Sponsored

DASH DOORDASH INC1.5K sharesnew addition2026-06-302026-07-15

HLT HILTON WORLDWIDE HLDGS INC797 shares-29.47%2026-06-302026-07-15

PRU PRUDENTIAL FINL INC2.4K shares6.47%2026-06-302026-07-15

PNR PENTAIR PLC3.4K shares-12.19%2026-06-302026-07-15

SPG SIMON PPTY GROUP INC NEW1.2K shares-39.06%2026-06-302026-07-15

IWV ISHARES TR609 shares0.00%2026-06-302026-07-15

AIG AMERICAN INTL GROUP INC3.4K shares1.65%2026-06-302026-07-15

VTHR VANGUARD SCOTTSDALE FDS771 shares0.00%2026-06-302026-07-15

Sponsored

ABNB AIRBNB INC1.8K shares9.67%2026-06-302026-07-15

SHOP SHOPIFY INC2.2K shares17.45%2026-06-302026-07-15

DGX QUEST DIAGNOSTICS INC1.2K sharesnew addition2026-06-302026-07-15

BSX BOSTON SCIENTIFIC CORP5.8K shares-26.39%2026-06-302026-07-15

GGB GERDAU SA61.0K shares12.71%2026-06-302026-07-15

CCEP COCA-COLA EUROPACIFIC PARTNE2.5K sharesnew addition2026-06-302026-07-15

TXN TEXAS INSTRS INC825 sharesnew addition2026-06-302026-07-15

SHG SHINHAN FINANCIAL GROUP CO L3.8K shares12.44%2026-06-302026-07-15

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares2.51%2026-06-302026-07-15

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC1.7K sharesnew addition2026-06-302026-07-15

GD GENERAL DYNAMICS CORP664 shares-0.30%2026-06-302026-07-15

MET METLIFE INC2.8K sharesnew addition2026-06-302026-07-15

AOM ISHARES TR4.7K sharesnew addition2026-06-302026-07-15

XCEM COLUMBIA ETF TR II4.4K shares-18.76%2026-06-302026-07-15

HSY HERSHEY CO1.3K shares15.06%2026-06-302026-07-15

DFAI DIMENSIONAL ETF TRUST5.6K shares-3.39%2026-06-302026-07-15

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP722 shares-1.23%2026-06-302026-07-15

AER AERCAP HOLDINGS NV1.6K sharesnew addition2026-06-302026-07-15

DOCN DIGITALOCEAN HLDGS INC1.5K shares-89.57%2026-06-302026-07-15

BAP CREDICORP LTD581 shares-5.53%2026-06-302026-07-15

DHR DANAHER CORP DEL1.2K shares5.82%2026-06-302026-07-15

AMX AMERICA MOVIL SAB DE CV8.6K shares-11.76%2026-06-302026-07-15

EMXC ISHARES INC2.2K sharesnew addition2026-06-302026-07-15

PSX PHILLIPS 661.3K shares-0.61%2026-06-302026-07-15

Sponsored

CSX CSX CORP4.6K sharesnew addition2026-06-302026-07-15

PAYX PAYCHEX INC2.2K shares-12.96%2026-06-302026-07-15

ITOT ISHARES TR1.3K sharesnew addition2026-06-302026-07-15

TEL TE CONNECTIVITY PLC1.1K shares-14.73%2026-06-302026-07-15

LNG CHENIERE ENERGY INC897 shares-7.05%2026-06-302026-07-15

EFG ISHARES TR1.7K sharesnew addition2026-06-302026-07-15

ESGE ISHARES INC3.8K sharesnew addition2026-06-302026-07-15

CARR CARRIER GLOBAL CORPORATION2.9K shares-24.05%2026-06-302026-07-15

Sponsored

XLE SELECT SECTOR SPDR TR4.0K shares-18.01%2026-06-302026-07-15

CLOUDFLARE INC CLOUDFLARE INC855 sharesnew addition2026-06-302026-07-15

TT TRANE TECHNOLOGIES PLC426 sharesnew addition2026-06-302026-07-15

BCH BANCO DE CHILE5.2K sharesnew addition2026-06-302026-07-15

AMT AMERICAN TOWER CORP1.3K sharesnew addition2026-06-302026-07-15

HPE HEWLETT PACKARD ENTERPRISE C4.6K sharesnew addition2026-06-302026-07-15

CHRW C H ROBINSON WORLDWIDE IN1.1K sharesnew addition2026-06-302026-07-15

SBUX STARBUCKS CORP2.0K sharesnew addition2026-06-302026-07-15

Sponsored

INFY INFOSYS LTD19.2K shares-30.01%2026-06-302026-07-15

SRE SEMPRA2.2K shares-10.36%2026-06-302026-07-15

ELPC COMPANHIA PARANAENSE DE ENER16.7K sharesnew addition2026-06-302026-07-15

KT KT CORP10.6K shares1.16%2026-06-302026-07-15

PPLT ABRDN PLATINUM ETF TRUST12.1K shares930.69%2026-06-302026-07-15

NOK NOKIA CORP11.8K shares-8.96%2026-06-302026-07-15

ABEV AMBEV SA42.7K shares-22.83%2026-06-302026-07-15

MVIS MICROVISION INC DEL400.0K shares0.00%2026-06-302026-07-15

Sponsored

PTY PIMCO CORPORATE & INCOME OPP10.6K shares0.57%2026-06-302026-07-15

GRAB GRAB HOLDINGS LIMITED16.8K shares23.72%2026-06-302026-07-15

CIG CIA ENERGETICA DE MINAS GERA14.7K shares23.38%2026-06-302026-07-15

ISHARES TR

-3.63%

Shares175.9K

Event2026-06-30

Filed2026-07-15

AVDE

AMERICAN CENTY ETF TR

-2.29%

Shares599.2K

Event2026-06-30

Filed2026-07-15

AVUS

AMERICAN CENTY ETF TR

-2.20%

Shares357.4K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD MUN BD FDS

17.15%

Shares737.5K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

12.56%

Shares625.7K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

0.23%

Shares46.5K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-0.58%

Shares110.1K

Event2026-06-30

Filed2026-07-15

IDEV

ISHARES TR

-1.57%

Shares336.7K

Event2026-06-30

Filed2026-07-15

AVEM

AMERICAN CENTY ETF TR

2.11%

Shares210.9K

Event2026-06-30

Filed2026-07-15

AOR

ISHARES TR

10.06%

Shares277.0K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

-0.46%

Shares223.4K

Event2026-06-30

Filed2026-07-15

CRBN

ISHARES TR

17.39%

Shares55.3K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

0.14%

Shares63.2K

Event2026-06-30

Filed2026-07-15

AVES

AMERICAN CENTY ETF TR

-3.03%

Shares186.7K

Event2026-06-30

Filed2026-07-15

AVUV

AMERICAN CENTY ETF TR

-1.18%

Shares90.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-4.54%

Shares114.4K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

-6.53%

Shares143.5K

Event2026-06-30

Filed2026-07-15

TRMB

TRIMBLE INC

-0.01%

Shares210.9K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-0.38%

Shares29.0K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-4.43%

Shares141.3K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

-2.19%

Shares92.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-8.51%

Shares23.9K

Event2026-06-30

Filed2026-07-15

ESGV

VANGUARD WORLD FD

-0.60%

Shares59.2K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

-2.22%

Shares10.7K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-2.42%

Shares27.9K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

3.29%

Shares18.5K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

0.70%

Shares55.8K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-2.76%

Shares15.2K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-6.97%

Shares51.7K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

-2.22%

Shares69.2K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

-1.44%

Shares13.9K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-7.66%

Shares17.3K

Event2026-06-30

Filed2026-07-15

DELL

DELL TECHNOLOGIES INC

-37.76%

Shares12.1K

Event2026-06-30

Filed2026-07-15

ACWI

ISHARES TR

-0.21%

Shares30.9K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.37%

Shares10.0K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

-2.78%

Shares10.2K

Event2026-06-30

Filed2026-07-15

MGV

VANGUARD WORLD FD

-25.75%

Shares25.5K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

-2.11%

Shares3.4K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-1.89%

Shares11.3K

Event2026-06-30

Filed2026-07-15

NUSC

NUSHARES ETF TR

-14.74%

Shares68.5K

Event2026-06-30

Filed2026-07-15

VANGUARD INTL EQUITY INDEX F

4.62%

Shares22.5K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

-26.62%

Shares25.2K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

-4.62%

Shares3.0K

Event2026-06-30

Filed2026-07-15

XVV

ISHARES TR

-8.16%

Shares57.7K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-15

NULV

NUSHARES ETF TR

-28.94%

Shares61.4K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

-3.45%

Shares4.2K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

18.98%

Shares4.1K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-4.34%

Shares5.1K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

-43.14%

Shares4.8K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-6.63%

Shares46.0K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-27.99%

Shares18.2K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

-0.69%

Shares10.4K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

-0.98%

Shares94.7K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

-1.35%

Shares2.4K

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC

-0.38%

Shares22.0K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

-2.52%

Shares37.4K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

-0.15%

Shares30.7K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.51%

Shares4.8K

Event2026-06-30

Filed2026-07-15

VISA INC

0.78%

Shares6.9K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

-2.30%

Shares17.6K

Event2026-06-30

Filed2026-07-15

EMSF

MATTHEWS INTL FDS

-12.91%

Shares51.1K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

5.53%

Shares8.7K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

317.64%

Shares16.8K

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

1.08%

Shares1.0K

Event2026-06-30

Filed2026-07-15

TRAVELERS COMPANIES INC

-0.46%

Shares6.0K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

21.87%

Shares32.6K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB STRATEGIC TR

-1.43%

Shares62.6K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

-35.50%

Shares3.5K

Event2026-06-30

Filed2026-07-15

ASE TECHNOLOGY HLDG CO LTD

-4.58%

Shares37.2K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

-2.17%

Shares66.0K

Event2026-06-30

Filed2026-07-15

KLAC

KLA CORP

839.49%

Shares5.1K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

-3.34%

Shares1.3K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS INC

-2.44%

Shares4.4K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

-4.42%

Shares1.5K

Event2026-06-30

Filed2026-07-15

SNPS

SYNOPSYS INC

29.43%

Shares3.3K

Event2026-06-30

Filed2026-07-15

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

-4.12%

Shares4.1K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-12.90%

Shares3.8K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-4.22%

Shares5.3K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT CO

-1.05%

Shares13.8K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

-3.09%

Shares5.8K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

-33.39%

Shares9.8K

Event2026-06-30

Filed2026-07-15

BANK OF NY MELLON CORP

-1.07%

Shares9.1K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

-1.07%

Shares2.5K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

-0.08%

Shares4.7K

Event2026-06-30

Filed2026-07-15

CRSR

CORSAIR GAMING INC

New

Shares132.0K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

-2.54%

Shares11.3K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

4.77%

Shares1.3K

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

-0.97%

Shares5.1K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

-6.13%

Shares7.9K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

-6.75%

Shares8.1K

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

1.16%

Shares16.4K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

11.96%

Shares3.2K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

-1.74%

Shares8.5K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

4.00%

Shares12.5K

Event2026-06-30

Filed2026-07-15

LUMN

LUMEN TECHNOLOGIES INC

8.08%

Shares147.1K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

-2.90%

Shares2.7K

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

-0.26%

Shares8.0K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-8.84%

Shares3.6K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

1.81%

Shares9.1K

Event2026-06-30

Filed2026-07-15

QUANTA SVCS INC

-7.07%

Shares1.5K

Event2026-06-30

Filed2026-07-15

WAB

WABTEC

1.29%

Shares3.9K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

-27.24%

Shares4.8K

Event2026-06-30

Filed2026-07-15

UMC

UNITED MICROELECTRONICS CORP

-6.38%

Shares36.8K

Event2026-06-30

Filed2026-07-15

DOV

DOVER CORP

-3.79%

Shares4.4K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

-6.23%

Shares2.7K

Event2026-06-30

Filed2026-07-15

CIB

GRUPO CIBEST SA

-8.70%

Shares12.3K

Event2026-06-30

Filed2026-07-15

IBN

ICICI BANK LIMITED

5.27%

Shares33.5K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

-1.09%

Shares3.5K

Event2026-06-30

Filed2026-07-15

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-1.42%

Shares38.0K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

-4.19%

Shares2.3K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

-4.27%

Shares2.6K

Event2026-06-30

Filed2026-07-15

WDC

WESTERN DIGITAL CORP

-2.11%

Shares1.4K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

-10.11%

Shares4.9K

Event2026-06-30

Filed2026-07-15

IWB

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

IEI

ISHARES TR

32.75%

Shares7.6K

Event2026-06-30

Filed2026-07-15

PNC

PNC FINL SVCS GROUP INC

-0.92%

Shares3.5K

Event2026-06-30

Filed2026-07-15

KB FINL GROUP INC

19.73%

Shares8.3K

Event2026-06-30

Filed2026-07-15

BMY

BRISTOL-MYERS SQUIBB CO

9.30%

Shares14.6K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

-3.01%

Shares16.2K

Event2026-06-30

Filed2026-07-15

USB

US BANCORP

-4.16%

Shares13.5K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

-0.72%

Shares4.4K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

2.87%

Shares18.8K

Event2026-06-30

Filed2026-07-15

BKNG

BOOKING HOLDINGS INC

2155.05%

Shares4.5K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

-3.81%

Shares4.8K

Event2026-06-30

Filed2026-07-15

ANET

ARISTA NETWORKS INC

-4.62%

Shares4.7K

Event2026-06-30

Filed2026-07-15

GILD

GILEAD SCIENCES INC

-0.29%

Shares6.3K

Event2026-06-30

Filed2026-07-15

ADP

AUTOMATIC DATA PROCESSING IN

4.93%

Shares3.4K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

66.21%

Shares25.6K

Event2026-06-30

Filed2026-07-15

KEYS

KEYSIGHT TECHNOLOGIES INC

-5.39%

Shares2.1K

Event2026-06-30

Filed2026-07-15

NMR

NOMURA HLDGS INC

-10.29%

Shares84.7K

Event2026-06-30

Filed2026-07-15

BALL

BALL CORP

-7.82%

Shares11.9K

Event2026-06-30

Filed2026-07-15

ALL

ALLSTATE CORP

9.36%

Shares3.1K

Event2026-06-30

Filed2026-07-15

CME

CME GROUP INC

0.25%

Shares3.2K

Event2026-06-30

Filed2026-07-15

CRM

SALESFORCE INC

4.35%

Shares4.6K

Event2026-06-30

Filed2026-07-15

RKLB

ROCKET LAB CORP

5.58%

Shares7.0K

Event2026-06-30

Filed2026-07-15

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-15

MNST

MONSTER BEVERAGE CORP NEW

-8.19%

Shares7.2K

Event2026-06-30

Filed2026-07-15

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-15

GWW

WW GRAINGER INC

-0.78%

Shares506

Event2026-06-30

Filed2026-07-15

AGILENT TECHNOLOGIES INC

0.92%

Shares5.2K

Event2026-06-30

Filed2026-07-15

JOHNSON CONTROLS INTERNATION

19.22%

Shares4.6K

Event2026-06-30

Filed2026-07-15

AWK

AMERICAN WTR WKS CO INC NEW

2.19%

Shares5.1K

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.42%

Shares956

Event2026-06-30

Filed2026-07-15

PGR

PROGRESSIVE CORP

25.77%

Shares3.1K

Event2026-06-30

Filed2026-07-15

WOORI FINL GROUP INC

5.43%

Shares11.6K

Event2026-06-30

Filed2026-07-15

SAP

SAP SE

-12.13%

Shares4.2K

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

5.54%

Shares5.5K

Event2026-06-30

Filed2026-07-15

SYY

SYSCO CORP

9.09%

Shares7.8K

Event2026-06-30

Filed2026-07-15

AT&T INC

-4.32%

Shares30.6K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

-25.01%

Shares2.9K

Event2026-06-30

Filed2026-07-15

PLD

PROLOGIS INC.

-4.83%

Shares4.6K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

-10.49%

Shares4.0K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL INC

-3.58%

Shares1.5K

Event2026-06-30

Filed2026-07-15

CHT

CHUNGHWA TELECOM CO LTD

33.33%

Shares14.1K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC INC

1.39%

Shares1.2K

Event2026-06-30

Filed2026-07-15

EPD

ENTERPRISE PRODS PARTNERS L

-7.85%

Shares16.9K

Event2026-06-30

Filed2026-07-15

UBER

UBER TECHNOLOGIES INC

3.73%

Shares8.5K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

-10.93%

Shares19.3K

Event2026-06-30

Filed2026-07-15

SERVICENOW INC

5.48%

Shares6.1K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

-4.26%

Shares4.0K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

-16.76%

Shares785

Event2026-06-30

Filed2026-07-15

VRT

VERTIV HOLDINGS CO

-2.26%

Shares1.8K

Event2026-06-30

Filed2026-07-15

VXF

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

PCAR

PACCAR INC

-3.20%

Shares4.9K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

500.35%

Shares6.8K

Event2026-06-30

Filed2026-07-15

HCA

HCA HEALTHCARE INC

-2.01%

Shares1.5K

Event2026-06-30

Filed2026-07-15

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

RELIANCE INC

-35.51%

Shares1.5K

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FINL CORP

7.35%

Shares11.0K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

-8.26%

Shares2.1K

Event2026-06-30

Filed2026-07-15

HSBC

HSBC HLDGS PLC

-1.39%

Shares5.6K

Event2026-06-30

Filed2026-07-15

BIIB

BIOGEN INC

18.71%

Shares2.5K

Event2026-06-30

Filed2026-07-15

SKM

SK TELECOM CO LTD

11.91%

Shares16.3K

Event2026-06-30

Filed2026-07-15

LIVE NATION ENTERTAINMENT IN

2.55%

Shares2.9K

Event2026-06-30

Filed2026-07-15

INTU

INTUIT

10.55%

Shares2.0K

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

-7.17%

Shares2.6K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

-34.14%

Shares1.5K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

-22.70%

Shares2.2K

Event2026-06-30

Filed2026-07-15

GSK PLC

-7.25%

Shares9.7K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

0.59%

Shares2.4K

Event2026-06-30

Filed2026-07-15

DLR

DIGITAL RLTY TR INC

13.46%

Shares2.8K

Event2026-06-30

Filed2026-07-15

SCHW

SCHWAB CHARLES CORP

40.60%

Shares5.5K

Event2026-06-30

Filed2026-07-15

SONY

SONY GROUP CORP

-4.39%

Shares25.0K

Event2026-06-30

Filed2026-07-15

SDY

SPDR SERIES TRUST

0.12%

Shares3.3K

Event2026-06-30

Filed2026-07-15

EQIX

EQUINIX INC

-2.85%

Shares478

Event2026-06-30

Filed2026-07-15

DEERE & CO

3.72%

Shares781

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

-0.68%

Shares1.3K

Event2026-06-30

Filed2026-07-15

RSPT

INVESCO EXCHANGE TRADED FD T

0.04%

Shares7.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

228.40%

Shares6.0K

Event2026-06-30

Filed2026-07-15

KDP

KEURIG DR PEPPER INC

16.06%

Shares13.9K

Event2026-06-30

Filed2026-07-15

VMI

VALMONT INDS INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

25.59%

Shares12.0K

Event2026-06-30

Filed2026-07-15

SYK

STRYKER CORPORATION

-20.54%

Shares1.4K

Event2026-06-30

Filed2026-07-15

CDNS

CADENCE DESIGN SYSTEM INC

-4.33%

Shares1.1K

Event2026-06-30

Filed2026-07-15

RPM

RPM INTL INC

19.22%

Shares3.8K

Event2026-06-30

Filed2026-07-15

VDE

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-15

TIP

ISHARES TR

9.84%

Shares3.8K

Event2026-06-30

Filed2026-07-15

ISRG

INTUITIVE SURGICAL INC

-8.95%

Shares1.0K

Event2026-06-30

Filed2026-07-15

XYL

XYLEM INC

-14.05%

Shares3.4K

Event2026-06-30

Filed2026-07-15

NVS

NOVARTIS AG

-6.39%

Shares2.6K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

700.00%

Shares3.4K

Event2026-06-30

Filed2026-07-15

WIT

WIPRO LTD

-21.33%

Shares176.7K

Event2026-06-30

Filed2026-07-15

CBRE

CBRE GROUP INC

-0.87%

Shares2.9K

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB STRATEGIC TR

-0.54%

Shares11.0K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

-13.46%

Shares778

Event2026-06-30

Filed2026-07-15

NBIS

NEBIUS GROUP N.V.

New

Shares1.4K

Event2026-06-30

Filed2026-07-15

NTRS

NORTHERN TR CORP

-3.74%

Shares2.3K

Event2026-06-30

Filed2026-07-15

CTAS

CINTAS CORP

-12.39%

Shares2.3K

Event2026-06-30

Filed2026-07-15

REALTY INCOME CORP

-0.25%

Shares6.3K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

0.64%

Shares2.0K

Event2026-06-30

Filed2026-07-15

TENARIS S A

-11.88%

Shares7.0K

Event2026-06-30

Filed2026-07-15

FNB

F N B CORP

-0.01%

Shares20.2K

Event2026-06-30

Filed2026-07-15

ITW

ILLINOIS TOOL WKS INC

-2.54%

Shares1.4K

Event2026-06-30

Filed2026-07-15

SEAGATE TECHNOLOGY HLDNGS PL

-35.02%

Shares397

Event2026-06-30

Filed2026-07-15

DIA

STATE STR SPDR DOW JONES IND

New

Shares727

Event2026-06-30

Filed2026-07-15

REGN

REGENERON PHARMACEUTICALS

16.80%

Shares605

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

-0.38%

Shares528

Event2026-06-30

Filed2026-07-15

LIBERTY MEDIA CORP DEL

New

Shares3.9K

Event2026-06-30

Filed2026-07-15

VTR

VENTAS INC

65.86%

Shares4.1K

Event2026-06-30

Filed2026-07-15

STT

STATE STR CORP

11.63%

Shares2.1K

Event2026-06-30

Filed2026-07-15

EBAY

EBAY INC.

3.45%

Shares3.2K

Event2026-06-30

Filed2026-07-15

CVMC

MORGAN STANLEY ETF TRUST

-1.78%

Shares4.8K

Event2026-06-30

Filed2026-07-15

AVXC

AMERICAN CENTY ETF TR

-0.60%

Shares4.2K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

-0.65%

Shares4.9K

Event2026-06-30

Filed2026-07-15

FERG

FERGUSON ENTERPRISES INC

-6.60%

Shares1.5K

Event2026-06-30

Filed2026-07-15

HUBB

HUBBELL INC

-6.15%

Shares672

Event2026-06-30

Filed2026-07-15

VIV

TELEFONICA BRASIL SA

-26.67%

Shares26.4K

Event2026-06-30

Filed2026-07-15

IGIB

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-15

LYG

LLOYDS BANKING GROUP PLC

-34.47%

Shares59.3K

Event2026-06-30

Filed2026-07-15

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

4.13%

Shares1.4K

Event2026-06-30

Filed2026-07-15

WPM

WHEATON PRECIOUS METALS CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

CORTEVA INC

8.31%

Shares3.9K

Event2026-06-30

Filed2026-07-15

SMFG

SUMITOMO MITSUI FIN GRP INC

-1.28%

Shares14.0K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

1.18%

Shares773

Event2026-06-30

Filed2026-07-15

MEDTRONIC PLC

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

ESGG

FLEXSHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

MELI

MERCADOLIBRE INC

-12.73%

Shares192

Event2026-06-30

Filed2026-07-15

SNA

SNAP ON INC

-7.24%

Shares807

Event2026-06-30

Filed2026-07-15

RSG

REPUBLIC SVCS INC

21.26%

Shares1.5K

Event2026-06-30

Filed2026-07-15

NTES

NETEASE COM INC

17.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

SJM

SMUCKER J M CO

-13.81%

Shares2.9K

Event2026-06-30

Filed2026-07-15

COLGATE PALMOLIVE CO

-5.33%

Shares3.5K

Event2026-06-30

Filed2026-07-15

CBOE

CBOE GLOBAL MKTS INC

15.78%

Shares1.3K

Event2026-06-30

Filed2026-07-15

HAL

HALLIBURTON CO

-2.37%

Shares9.3K

Event2026-06-30

Filed2026-07-15

URI

UNITED RENTALS INC

-5.46%

Shares277

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

-0.98%

Shares3.6K

Event2026-06-30

Filed2026-07-15

ACCENTURE PLC IRELAND

7.61%

Shares2.4K

Event2026-06-30

Filed2026-07-15

MPLX

MPLX LP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-15

EIX

EDISON INTL

New

Shares4.1K

Event2026-06-30

Filed2026-07-15

FITB

FIFTH THIRD BANCORP

New

Shares5.3K

Event2026-06-30

Filed2026-07-15

MSI

MOTOROLA SOLUTIONS INC

-1.09%

Shares724

Event2026-06-30

Filed2026-07-15

TAK

TAKEDA PHARMACEUTICAL CO LTD

17.19%

Shares18.6K

Event2026-06-30

Filed2026-07-15

NXP SEMICONDUCTORS N V

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

XLF

SELECT SECTOR SPDR TR

0.20%

Shares5.4K

Event2026-06-30

Filed2026-07-15

TMUS

T-MOBILE US INC

-2.74%

Shares1.7K

Event2026-06-30

Filed2026-07-15

FTNT

FORTINET INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

-2.41%

Shares3.4K

Event2026-06-30

Filed2026-07-15

BDX

BECTON DICKINSON & CO

-9.82%

Shares1.9K

Event2026-06-30

Filed2026-07-15

SPLV

INVESCO EXCH TRADED FD TR II

-13.82%

Shares3.8K

Event2026-06-30

Filed2026-07-15

LPL

LG DISPLAY CO LTD

69.32%

Shares72.3K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

-2.45%

Shares1.0K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

-3.79%

Shares4.9K

Event2026-06-30

Filed2026-07-15

ADSK

AUTODESK INC

-6.06%

Shares1.4K

Event2026-06-30

Filed2026-07-15

MCO

MOODYS CORP

1.83%

Shares612

Event2026-06-30

Filed2026-07-15

COLB

COLUMBIA BKG SYS INC

0.01%

Shares8.6K

Event2026-06-30

Filed2026-07-15

SNY

SANOFI SA

-20.93%

Shares6.4K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

19.59%

Shares2.3K

Event2026-06-30

Filed2026-07-15

DASH

DOORDASH INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

HLT

HILTON WORLDWIDE HLDGS INC

-29.47%

Shares797

Event2026-06-30

Filed2026-07-15

PRU

PRUDENTIAL FINL INC

6.47%

Shares2.4K

Event2026-06-30

Filed2026-07-15

PNR

PENTAIR PLC

-12.19%

Shares3.4K

Event2026-06-30

Filed2026-07-15

SPG

SIMON PPTY GROUP INC NEW

-39.06%

Shares1.2K

Event2026-06-30

Filed2026-07-15

IWV

ISHARES TR

0.00%

Shares609

Event2026-06-30

Filed2026-07-15

AIG

AMERICAN INTL GROUP INC

1.65%

Shares3.4K

Event2026-06-30

Filed2026-07-15

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares771

Event2026-06-30

Filed2026-07-15

ABNB

AIRBNB INC

9.67%

Shares1.8K

Event2026-06-30

Filed2026-07-15

SHOP

SHOPIFY INC

17.45%

Shares2.2K

Event2026-06-30

Filed2026-07-15

DGX

QUEST DIAGNOSTICS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

BSX

BOSTON SCIENTIFIC CORP

-26.39%

Shares5.8K

Event2026-06-30

Filed2026-07-15

GGB

GERDAU SA

12.71%

Shares61.0K

Event2026-06-30

Filed2026-07-15

CCEP

COCA-COLA EUROPACIFIC PARTNE

New

Shares2.5K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

New

Shares825

Event2026-06-30

Filed2026-07-15

SHG

SHINHAN FINANCIAL GROUP CO L

12.44%

Shares3.8K

Event2026-06-30

Filed2026-07-15

ICE

INTERCONTINENTAL EXCHANGE IN

2.51%

Shares2.0K

Event2026-06-30

Filed2026-07-15

CONSTELLATION BRANDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

-0.30%

Shares664

Event2026-06-30

Filed2026-07-15

MET

METLIFE INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-15

AOM

ISHARES TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-15

XCEM

COLUMBIA ETF TR II

-18.76%

Shares4.4K

Event2026-06-30

Filed2026-07-15

HSY

HERSHEY CO

15.06%

Shares1.3K

Event2026-06-30

Filed2026-07-15

DFAI

DIMENSIONAL ETF TRUST

-3.39%

Shares5.6K

Event2026-06-30

Filed2026-07-15

ROYAL CARIBBEAN GROUP

-1.23%

Shares722

Event2026-06-30

Filed2026-07-15

AER

AERCAP HOLDINGS NV

New

Shares1.6K

Event2026-06-30

Filed2026-07-15

DOCN

DIGITALOCEAN HLDGS INC

-89.57%

Shares1.5K

Event2026-06-30

Filed2026-07-15

BAP

CREDICORP LTD

-5.53%

Shares581

Event2026-06-30

Filed2026-07-15

DHR

DANAHER CORP DEL

5.82%

Shares1.2K

Event2026-06-30

Filed2026-07-15

AMX

AMERICA MOVIL SAB DE CV

-11.76%

Shares8.6K

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

-0.61%

Shares1.3K

Event2026-06-30

Filed2026-07-15

CSX

CSX CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-15

PAYX

PAYCHEX INC

-12.96%

Shares2.2K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

TEL

TE CONNECTIVITY PLC

-14.73%

Shares1.1K

Event2026-06-30

Filed2026-07-15

LNG

CHENIERE ENERGY INC

-7.05%

Shares897

Event2026-06-30

Filed2026-07-15

EFG

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-15

CARR

CARRIER GLOBAL CORPORATION

-24.05%

Shares2.9K

Event2026-06-30

Filed2026-07-15

XLE

SELECT SECTOR SPDR TR

-18.01%

Shares4.0K

Event2026-06-30

Filed2026-07-15

CLOUDFLARE INC

New

Shares855

Event2026-06-30

Filed2026-07-15

TRANE TECHNOLOGIES PLC

New

Shares426

Event2026-06-30

Filed2026-07-15

BCH

BANCO DE CHILE

New

Shares5.2K

Event2026-06-30

Filed2026-07-15

AMT

AMERICAN TOWER CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.6K

Event2026-06-30

Filed2026-07-15

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

INFY

INFOSYS LTD

-30.01%

Shares19.2K

Event2026-06-30

Filed2026-07-15

SRE

SEMPRA

-10.36%

Shares2.2K

Event2026-06-30

Filed2026-07-15

ELPC

COMPANHIA PARANAENSE DE ENER

New

Shares16.7K

Event2026-06-30

Filed2026-07-15

KT CORP

1.16%

Shares10.6K

Event2026-06-30

Filed2026-07-15

PPLT

ABRDN PLATINUM ETF TRUST

930.69%

Shares12.1K

Event2026-06-30

Filed2026-07-15

NOK

NOKIA CORP

-8.96%

Shares11.8K

Event2026-06-30

Filed2026-07-15

ABEV

AMBEV SA

-22.83%

Shares42.7K

Event2026-06-30

Filed2026-07-15

MVIS

MICROVISION INC DEL

0.00%

Shares400.0K

Event2026-06-30

Filed2026-07-15

PTY

PIMCO CORPORATE & INCOME OPP

0.57%

Shares10.6K

Event2026-06-30

Filed2026-07-15

GRAB

GRAB HOLDINGS LIMITED

23.72%

Shares16.8K

Event2026-06-30

Filed2026-07-15

CIG

CIA ENERGETICA DE MINAS GERA

23.38%

Shares14.7K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available