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The Analysis of Compound Planning, Inc.'s Holdings & P&L

Currently, Compound Planning, Inc. holds 1248 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in VUG (+456.6K shares, valued at $39.3M), N/A (+81.1K shares, valued at $20.4M), IWF (+139.2K shares, valued at $17.3M); decreased their positions in FLOT (-109.6K shares, valued at $5.6M), INTC (-37.8K shares, valued at $5.3M), N/A (-50.6K shares, valued at $5.0M); initiated new positions in XRLX (+27.4K shares, valued at $1.4M), RPG (+20.7K shares, valued at $1.3M), CSTM (+38.7K shares, valued at $1.2M).

1M P&L

+46.2M+1.46%

3M P&L

+111.8M+3.61%

HY P&L

-16.0M-0.50%

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/A1.7B

52.9%

2Semiconductors166.5M

5.2%

3Consumer Electronics147.7M

4.6%

Top Industries by Stock Count

1N/A413 stocks

36.8%

2Banks - Regional37 stocks

3.3%

3Software - Application26 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC503.1K shares7.41%2026-06-302026-08-04

ISHARES TR ISHARES TR157.5K shares9.03%2026-06-302026-08-04

INTF ISHARES TR2.0M shares4.00%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS1.1M shares4.17%2026-06-302026-08-04

GOOG ALPHABET INC224.3K shares2.06%2026-06-302026-08-04

NVDA NVIDIA CORPORATION369.2K shares6.55%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR2.1M shares3.41%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR2.0M shares1.87%2026-06-302026-08-04

Sponsored

BROADCOM INC BROADCOM INC167.8K shares25.90%2026-06-302026-08-04

LRGF ISHARES TR781.1K shares0.39%2026-06-302026-08-04

GOOGL ALPHABET INC161.6K shares2.97%2026-06-302026-08-04

AMZN AMAZON COM INC220.6K shares1.13%2026-06-302026-08-04

MSFT MICROSOFT CORP135.1K shares16.44%2026-06-302026-08-04

HOOD ROBINHOOD MKTS INC480.0K shares0.33%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS641.4K shares-4.48%2026-06-302026-08-04

VUG VANGUARD INDEX FDS544.7K shares518.24%2026-06-302026-08-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F752.0K shares1.21%2026-06-302026-08-04

VB VANGUARD INDEX FDS137.5K shares0.29%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC69.0K shares-0.02%2026-06-302026-08-04

NFLT ETFIS SER TR I1.6M shares11.00%2026-06-302026-08-04

VTV VANGUARD INDEX FDS166.1K shares8.49%2026-06-302026-08-04

COIN COINBASE GLOBAL INC244.9K shares-0.82%2026-06-302026-08-04

AVEM AMERICAN CENTY ETF TR353.8K shares-3.94%2026-06-302026-08-04

IUSB ISHARES TR720.8K shares13.80%2026-06-302026-08-04

Sponsored

IYW ISHARES TR128.7K shares-7.30%2026-06-302026-08-04

ABBVIE INC ABBVIE INC124.7K shares186.10%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL61.3K shares-1.57%2026-06-302026-08-04

BINC BLACKROCK ETF TRUST II581.1K shares20.17%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS77.5K shares0.73%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO77.1K shares1.73%2026-06-302026-08-04

ISHARES TR ISHARES TR248.6K shares-16.90%2026-06-302026-08-04

CSRE COHEN & STEERS ETF TRUST852.3K shares10.12%2026-06-302026-08-04

Sponsored

ISHARES TR ISHARES TR249.6K shares1.01%2026-06-302026-08-04

IFRA ISHARES TR377.2K shares13.68%2026-06-302026-08-04

IWF ISHARES TR177.5K shares364.11%2026-06-302026-08-04

MINT PIMCO ETF TR214.6K shares129.35%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC18.6K shares25.70%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC44.8K shares2.15%2026-06-302026-08-04

QQQ INVESCO QQQ TR28.9K shares-3.12%2026-06-302026-08-04

CAT CATERPILLAR INC18.9K shares4.64%2026-06-302026-08-04

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T26.0K shares-2.08%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR670.5K shares1.85%2026-06-302026-08-04

VOO VANGUARD INDEX FDS28.1K shares-0.02%2026-06-302026-08-04

THLV THOR FINL TECHNOLOGIES TR576.8K shares8.76%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR680.5K shares-0.19%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS354.9K shares13.82%2026-06-302026-08-04

TSLA TESLA INC42.2K shares-2.04%2026-06-302026-08-04

COWZ PACER FDS TR279.7K shares8.95%2026-06-302026-08-04

Sponsored

SYLD CAMBRIA ETF TR216.9K shares7.72%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON65.8K shares7.18%2026-06-302026-08-04

AVUV AMERICAN CENTY ETF TR128.8K shares7.06%2026-06-302026-08-04

VBR VANGUARD INDEX FDS65.7K shares8.47%2026-06-302026-08-04

VBK VANGUARD INDEX FDS42.8K shares13.07%2026-06-302026-08-04

HGER HARBOR ETF TRUST524.2K shares37.95%2026-06-302026-08-04

FIG FIGMA INC809.0K shares-7.98%2026-06-302026-08-04

IJR ISHARES TR97.3K shares6.85%2026-06-302026-08-04

Sponsored

DMBS DOUBLELINE ETF TRUST283.0K shares18.15%2026-06-302026-08-04

LLY ELI LILLY & CO10.9K shares9.69%2026-06-302026-08-04

MRK MERCK & CO INC101.3K shares8.27%2026-06-302026-08-04

IWM ISHARES TR42.2K shares-0.56%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC21.5K shares-7.61%2026-06-302026-08-04

DFUV DIMENSIONAL ETF TRUST224.0K shares7.51%2026-06-302026-08-04

INTC INTEL CORP87.3K shares-30.20%2026-06-302026-08-04

CTA SIMPLIFY EXCHANGE TRADED FUN463.2K shares24.64%2026-06-302026-08-04

Sponsored

IBM INTERNATIONAL BUSINESS MACHS42.3K shares23.52%2026-06-302026-08-04

LRCX LAM RESEARCH CORP26.9K shares57.09%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC99.2K shares46.48%2026-06-302026-08-04

DYFI ETF OPPORTUNITIES TRUST496.1K shares16.20%2026-06-302026-08-04

MUB ISHARES TR104.6K shares-21.55%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST206.2K shares6.60%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP81.4K shares-21.63%2026-06-302026-08-04

WMT WALMART INC96.3K shares7.19%2026-06-302026-08-04

Sponsored

ABT ABBOTT LABORATORIES119.8K shares264.34%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR55.4K shares15.04%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.3K shares-4.23%2026-06-302026-08-04

ASML ASML HLDG NV5.3K shares-0.23%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST116.4K shares33.99%2026-06-302026-08-04

PG PROCTER & GAMBLE CO69.3K shares84.95%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR306.2K shares1.19%2026-06-302026-08-04

BAC BANK OF AMER CORP169.8K shares4.15%2026-06-302026-08-04

Sponsored

SGOV ISHARES TR95.9K shares50.78%2026-06-302026-08-04

IJT ISHARES TR53.1K shares0.92%2026-06-302026-08-04

CRWV COREWEAVE INC94.8K shares7.55%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC12.9K shares5.81%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC30.8K shares-17.98%2026-06-302026-08-04

USRT ISHARES TR138.0K shares-2.62%2026-06-302026-08-04

IGIB ISHARES TR168.0K shares-0.49%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC8.8K shares8.11%2026-06-302026-08-04

Sponsored

GEV GE VERNOVA INC7.5K shares93.90%2026-06-302026-08-04

VISA INC VISA INC25.3K shares23.48%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC73.5K shares0.82%2026-06-302026-08-04

IGSB ISHARES TR160.8K shares-2.16%2026-06-302026-08-04

IAU ISHARES GOLD TR111.0K shares-7.55%2026-06-302026-08-04

BSV VANGUARD BD INDEX FDS102.4K shares2.59%2026-06-302026-08-04

SNDK SANDISK CORP3.5K shares18.99%2026-06-302026-08-04

DLS WISDOMTREE TR90.8K shares9.20%2026-06-302026-08-04

Sponsored

IEMG ISHARES INC91.5K shares-0.46%2026-06-302026-08-04

EMXC ISHARES INC73.8K shares0.05%2026-06-302026-08-04

CVX CHEVRON CORPORATION45.5K shares1.16%2026-06-302026-08-04

HSBC HSBC HLDGS PLC79.3K shares4.49%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION39.7K shares25.51%2026-06-302026-08-04

IWY ISHARES TR25.8K shares10.08%2026-06-302026-08-04

BNDX VANGUARD CHARLOTTE FDS154.7K shares-7.23%2026-06-302026-08-04

CSHI NEOS ETF TRUST149.1K shares-13.30%2026-06-302026-08-04

Sponsored

ITOT ISHARES TR45.0K shares4.40%2026-06-302026-08-04

IWB ISHARES TR17.5K shares-20.55%2026-06-302026-08-04

EFA ISHARES TR66.8K shares-3.59%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.5K shares0.03%2026-06-302026-08-04

QUAL ISHARES TR30.4K shares-13.41%2026-06-302026-08-04

KLAC KLA CORP22.1K shares888.11%2026-06-302026-08-04

TLT ISHARES TR77.0K shares17.76%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR178.8K shares2.19%2026-06-302026-08-04

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC73.5K shares-14.00%2026-06-302026-08-04

ORACLE CORP ORACLE CORP43.6K shares114.83%2026-06-302026-08-04

ANET ARISTA NETWORKS INC37.1K shares156.43%2026-06-302026-08-04

VV VANGUARD INDEX FDS18.2K shares-0.35%2026-06-302026-08-04

LQD ISHARES TR55.9K shares7.04%2026-06-302026-08-04

BK BANK OF NY MELLON CORP41.2K shares-0.52%2026-06-302026-08-04

PFE PFIZER INC242.7K shares193.30%2026-06-302026-08-04

IBIT ISHARES BITCOIN TRUST ETF175.4K shares40.08%2026-06-302026-08-04

Sponsored

SERVICENOW INC SERVICENOW INC58.0K shares205.42%2026-06-302026-08-04

IEF ISHARES TR60.6K shares-1.25%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC13.6K shares71.74%2026-06-302026-08-04

KO COCA COLA CO69.4K shares9.14%2026-06-302026-08-04

C CITIGROUP INC39.6K shares8.88%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC16.1K shares5.00%2026-06-302026-08-04

GE GE AEROSPACE14.2K shares-37.69%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.74.0K shares-11.27%2026-06-302026-08-04

Sponsored

BA BOEING CO23.8K shares-0.51%2026-06-302026-08-04

GILD GILEAD SCIENCES INC40.6K shares3.80%2026-06-302026-08-04

MS MORGAN STANLEY24.5K shares12.30%2026-06-302026-08-04

VGT VANGUARD WORLD FD42.4K shares743.35%2026-06-302026-08-04

PPG PPG INDS INC41.4K shares102.84%2026-06-302026-08-04

CMF ISHARES TR86.9K shares-12.99%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS21.1K shares2.54%2026-06-302026-08-04

NVS NOVARTIS AG30.8K shares0.59%2026-06-302026-08-04

Sponsored

RY ROYAL BK CDA22.8K shares4.62%2026-06-302026-08-04

TJX TJX COS INC NEW31.0K shares-1.76%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP7.3K shares6.04%2026-06-302026-08-04

SCHC SCHWAB STRATEGIC TR95.7K shares-5.95%2026-06-302026-08-04

IWX ISHARES TR43.8K shares-6.93%2026-06-302026-08-04

FTNT FORTINET INC28.8K shares1.24%2026-06-302026-08-04

ESGU ISHARES TR26.4K shares29.58%2026-06-302026-08-04

VO VANGUARD INDEX FDS53.6K shares301.99%2026-06-302026-08-04

Sponsored

MCD MCDONALDS CORP15.4K shares-9.63%2026-06-302026-08-04

IVE ISHARES TR18.3K shares-4.71%2026-06-302026-08-04

DFAT DIMENSIONAL ETF TRUST59.2K shares-0.39%2026-06-302026-08-04

TRT TRIO TECH INTL334.9K shares-46.11%2026-06-302026-08-04

BHP BHP BILLITON LIMITED49.5K shares32.98%2026-06-302026-08-04

MUFG MITSUBISHI UFJ FINANCIAL GRO205.9K shares11.79%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND7.7K shares-12.17%2026-06-302026-08-04

HD HOME DEPOT INC11.3K shares20.21%2026-06-302026-08-04

Sponsored

BANCO SANTANDER SA BANCO SANTANDER SA284.0K shares8.20%2026-06-302026-08-04

IVW ISHARES TR28.2K shares9.26%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC21.3K shares20.95%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO11.3K shares5.64%2026-06-302026-08-04

GLD SPDR GOLD TR10.3K shares8.67%2026-06-302026-08-04

ENB ENBRIDGE INC69.2K shares31.82%2026-06-302026-08-04

DFAE DIMENSIONAL ETF TRUST90.8K shares85.16%2026-06-302026-08-04

EFG ISHARES TR29.0K shares34.81%2026-06-302026-08-04

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP11.3K shares-4.58%2026-06-302026-08-04

UNP UNION PAC CORP12.9K shares13.00%2026-06-302026-08-04

ALPS ETF TR ALPS ETF TR67.2K shares8.50%2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC55.4K shares4.75%2026-06-302026-08-04

IEI ISHARES TR29.6K shares-12.30%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.5K shares47.19%2026-06-302026-08-04

AFFIRM HLDGS INC AFFIRM HLDGS INC41.9K shares-2.90%2026-06-302026-08-04

ETFS GOLD TR ETFS GOLD TR88.7K shares3.90%2026-06-302026-08-04

Sponsored

VSS VANGUARD INTL EQUITY INDEX F21.9K shares-3.97%2026-06-302026-08-04

DYNF BLACKROCK ETF TRUST49.7K shares0.06%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS35.0K shares3.05%2026-06-302026-08-04

CVS CVS HEALTH CORP32.6K shares-1.43%2026-06-302026-08-04

TD TORONTO DOMINION BK ONT27.7K shares8.94%2026-06-302026-08-04

T AT&T INC162.0K shares-1.91%2026-06-302026-08-04

SHY ISHARES TR40.7K shares-2.81%2026-06-302026-08-04

WFC WELLS FARGO & CO40.3K shares2.55%2026-06-302026-08-04

Sponsored

VLO VALERO ENERGY CORP12.7K shares4.09%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC18.5K shares2511.57%2026-06-302026-08-04

SPHY SPDR SERIES TRUST139.3K shares2.25%2026-06-302026-08-04

SHOP SHOPIFY INC28.6K shares-11.32%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL14.5K shares2.54%2026-06-302026-08-04

PCMM BONDBLOXX ETF TRUST64.8K shares-3.71%2026-06-302026-08-04

LIN LINDE PLC6.2K shares1.79%2026-06-302026-08-04

ETN EATON CORP PLC7.5K shares3.72%2026-06-302026-08-04

Sponsored

SUB ISHARES TR29.2K shares2.46%2026-06-302026-08-04

AMGN AMGEN INC8.6K shares-50.22%2026-06-302026-08-04

MOAT VANECK ETF TRUST29.8K shares2.21%2026-06-302026-08-04

BBVA BANCO BILBAO VIZCAYA ARGENTA122.5K shares8.97%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC71.7K shares7.81%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC6.1K shares-8.37%2026-06-302026-08-04

RBLX ROBLOX CORP55.7K shares9.74%2026-06-302026-08-04

DIS DISNEY WALT CO31.1K shares4.04%2026-06-302026-08-04

Sponsored

DFIS DIMENSIONAL ETF TRUST85.1K shares128.59%2026-06-302026-08-04

DE DEERE & CO4.6K shares7.00%2026-06-302026-08-04

RIO RIO TINTO PLC30.7K shares41.04%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW23.0K shares7.32%2026-06-302026-08-04

SMFG SUMITOMO MITSUI FIN GRP INC123.1K shares8.31%2026-06-302026-08-04

ASTRAZENECA PLC ASTRAZENECA PLC14.9K shares-19.67%2026-06-302026-08-04

SPDW SPDR INDEX SHS FDS56.1K shares4.24%2026-06-302026-08-04

IWS ISHARES TR17.1K shares0.02%2026-06-302026-08-04

Sponsored

UBER UBER TECHNOLOGIES INC38.8K shares-16.37%2026-06-302026-08-04

SHEL SHELL PLC36.0K shares-4.05%2026-06-302026-08-04

USIG ISHARES TR54.4K shares-34.18%2026-06-302026-08-04

GLW CORNING INC10.8K shares3.56%2026-06-302026-08-04

DELL DELL TECHNOLOGIES INC6.4K shares6.17%2026-06-302026-08-04

APH AMPHENOL CORP15.5K shares0.63%2026-06-302026-08-04

LUMENTUM HLDGS INC LUMENTUM HLDGS INC3.1K shares-0.25%2026-06-302026-08-04

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.29.2K shares1.72%2026-06-302026-08-04

Sponsored

BX BLACKSTONE INC22.5K shares-2.87%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC24.5K shares10.40%2026-06-302026-08-04

ESGD ISHARES TR25.6K shares20.39%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO28.2K shares25.88%2026-06-302026-08-04

ADI ANALOG DEVICES INC6.5K shares10.58%2026-06-302026-08-04

MO ALTRIA GROUP INC35.2K shares25.54%2026-06-302026-08-04

OKLO OKLO INC48.1K shares6.37%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP2.6K shares-4.35%2026-06-302026-08-04

Sponsored

UBS UBS GROUP AG50.0K shares21.72%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.6K shares-1.69%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR67.1K shares-0.24%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP12.3K shares2.52%2026-06-302026-08-04

LYG LLOYDS BANKING GROUP PLC415.8K shares-17.59%2026-06-302026-08-04

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD53.6K shares4.21%2026-06-302026-08-04

VTIP VANGUARD MALVERN FDS47.5K shares2.70%2026-06-302026-08-04

WELL WELLTOWER INC10.5K shares4.30%2026-06-302026-08-04

Sponsored

TXN TEXAS INSTRS INC8.0K shares4.22%2026-06-302026-08-04

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD24.7K shares-7.55%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC8.1K shares-0.06%2026-06-302026-08-04

SHV ISHARES TR21.3K shares4.67%2026-06-302026-08-04

BSJR INVESCO EXCH TRD SLF IDX FD104.6K shares-0.01%2026-06-302026-08-04

NYF ISHARES TR43.4K shares1.69%2026-06-302026-08-04

CMI CUMMINS INC3.2K shares1.88%2026-06-302026-08-04

DKNG DRAFTKINGS INC NEW91.5K shares6.24%2026-06-302026-08-04

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MFG MIZUHO FINANCIAL GROUP INC240.4K shares12.11%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO24.0K shares2.59%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC37.2K shares7.33%2026-06-302026-08-04

SPYV SPDR SERIES TRUST37.7K shares1.19%2026-06-302026-08-04

SPEM SPDR INDEX SHS FDS44.2K shares0.21%2026-06-302026-08-04

SYK STRYKER CORPORATION7.2K shares-1.31%2026-06-302026-08-04

MCK MCKESSON CORP3.0K shares10.01%2026-06-302026-08-04

PSLV SPROTT ASSET MANAGEMENT LP120.4K shares5.09%2026-06-302026-08-04

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ACWX ISHARES TR29.5K shares30.69%2026-06-302026-08-04

BCS BARCLAYS PLC83.3K shares10.14%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP4.4K shares0.18%2026-06-302026-08-04

BLK BLACKROCK INC2.3K shares9.28%2026-06-302026-08-04

SBUX STARBUCKS CORP21.5K shares-8.12%2026-06-302026-08-04

FENI FIDELITY COVINGTON TRUST54.1K shares-3.71%2026-06-302026-08-04

CIEN CIENA CORP4.4K shares0.66%2026-06-302026-08-04

COHR COHERENT CORP5.5K shares3.13%2026-06-302026-08-04

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ADP AUTOMATIC DATA PROCESSING IN9.6K shares78.57%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO6.4K shares9.65%2026-06-302026-08-04

SONY SONY GROUP CORP106.1K shares8.05%2026-06-302026-08-04

DGRO ISHARES TR28.0K shares-6.56%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC8.6K shares7.54%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC4.2K shares-19.28%2026-06-302026-08-04

IJH ISHARES TR26.9K shares-1.14%2026-06-302026-08-04

HWM HOWMET AEROSPACE INC7.7K shares5.65%2026-06-302026-08-04

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CORO BLACKROCK ETF TRUST56.1K shares9.34%2026-06-302026-08-04

VYMI VANGUARD WHITEHALL FDS20.8K shares57.39%2026-06-302026-08-04

IBKR INTERACTIVE BROKERS GROUP IN23.4K shares1.98%2026-06-302026-08-04

GSK PLC GSK PLC38.7K shares-0.65%2026-06-302026-08-04

NTES NETEASE COM INC15.8K shares13.98%2026-06-302026-08-04

FIX COMFORT SYS USA INC1.0K shares4.08%2026-06-302026-08-04

ING ING GROEP N.V.64.4K shares9.55%2026-06-302026-08-04

QCOM QUALCOMM INC10.9K shares12.49%2026-06-302026-08-04

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KKR KKR & CO INC21.9K shares0.71%2026-06-302026-08-04

COP CONOCOPHILLIPS19.2K shares-54.20%2026-06-302026-08-04

VWOB VANGUARD WHITEHALL FDS29.6K shares1.90%2026-06-302026-08-04

FLOT ISHARES TR38.7K shares-73.89%2026-06-302026-08-04

UMC UNITED MICROELECTRONICS CORP72.6K shares17.74%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC4.9K shares-23.07%2026-06-302026-08-04

ECL ECOLAB INC7.0K shares-6.65%2026-06-302026-08-04

APPLOVIN CORP APPLOVIN CORP3.8K shares4.60%2026-06-302026-08-04

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IBTG ISHARES TR84.8K shares-17.59%2026-06-302026-08-04

TECK TECK RESOURCES LTD32.6K shares1.10%2026-06-302026-08-04

PLD PROLOGIS INC.14.3K shares11.38%2026-06-302026-08-04

EEM ISHARES TR28.3K shares166.91%2026-06-302026-08-04

IWO ISHARES TR4.9K shares-3.80%2026-06-302026-08-04

BIL SPDR SERIES TRUST21.0K shares-23.75%2026-06-302026-08-04

ETR ENTERGY CORP NEW16.7K shares1.81%2026-06-302026-08-04

FLEX FLEX LTD11.8K shares2.62%2026-06-302026-08-04

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PEP PEPSICO INC14.1K shares-12.62%2026-06-302026-08-04

KMI KINDER MORGAN INC DEL59.8K shares3.90%2026-06-302026-08-04

NEM NEWMONT CORP20.4K shares-3.78%2026-06-302026-08-04

IDEV ISHARES TR21.3K shares-1.56%2026-06-302026-08-04

IRM IRON MTN INC DEL14.9K shares36.19%2026-06-302026-08-04

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CRM SALESFORCE INC12.0K shares-13.29%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS11.7K shares2.64%2026-06-302026-08-04

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EQIX EQUINIX INC1.8K shares10.02%2026-06-302026-08-04

B BARRICK MNG CORP50.2K shares4.42%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED5.4K shares3.53%2026-06-302026-08-04

BNS BANK NOVA SCOTIA B C21.1K shares13.57%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO31.7K shares-61.12%2026-06-302026-08-04

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CORTEVA INC CORTEVA INC21.4K shares94.70%2026-06-302026-08-04

APD AIR PRODUCTS AND CHEMICALS I6.2K shares-1.99%2026-06-302026-08-04

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VXUS VANGUARD STAR FDS21.1K shares-7.08%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II6.0K shares167.22%2026-06-302026-08-04

TWLO TWILIO INC8.6K shares2.35%2026-06-302026-08-04

DAL DELTA AIR LINES INC18.8K shares4.75%2026-06-302026-08-04

EFV ISHARES TR22.9K shares-35.47%2026-06-302026-08-04

SPMO INVESCO EXCH TRADED FD TR II10.9K shares-19.17%2026-06-302026-08-04

SHW SHERWIN WILLIAMS CO5.1K shares-0.80%2026-06-302026-08-04

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FDX FEDEX CORP5.6K shares13.15%2026-06-302026-08-04

FCAL FIRST TR EXCH TRADED FD III35.0K shares-19.77%2026-06-302026-08-04

QQQI NEOS ETF TRUST30.6K shares10.88%2026-06-302026-08-04

AFL AFLAC INC14.7K shares7.28%2026-06-302026-08-04

VALE VALE S A114.8K shares8.35%2026-06-302026-08-04

LOW LOWES COS INC7.8K shares-12.80%2026-06-302026-08-04

SCZ ISHARES TR20.8K shares-1.82%2026-06-302026-08-04

IWP ISHARES TR11.7K shares-2.91%2026-06-302026-08-04

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PHYS SPROTT ASSET MANAGEMENT LP56.2K shares25.29%2026-06-302026-08-04

Q QNITY ELECTRONICS INC10.4K shares96.96%2026-06-302026-08-04

MBB ISHARES TR17.6K shares-29.78%2026-06-302026-08-04

BAI BLACKROCK ETF TRUST31.4K shares-14.98%2026-06-302026-08-04

PPA INVESCO EXCHANGE TRADED FD T9.4K shares-1.09%2026-06-302026-08-04

BUD ANHEUSER BUSCH INBEV SA NV20.1K shares17.02%2026-06-302026-08-04

ESGV VANGUARD WORLD FD12.4K shares5.41%2026-06-302026-08-04

ABNB AIRBNB INC11.4K shares18.87%2026-06-302026-08-04

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QTUM ETF SER SOLUTIONS9.8K shares-4.67%2026-06-302026-08-04

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD74.2K shares0.33%2026-06-302026-08-04

NOBL PROSHARES TR28.7K shares99.99%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP4.5K shares6.71%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC5.9K shares-4.45%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F10.1K shares14.24%2026-06-302026-08-04

VIA VIA TRANSN INC87.6K shares0.17%2026-06-302026-08-04

NVO NOVO-NORDISK A S33.2K shares82.79%2026-06-302026-08-04

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ROE EA SERIES TRUST37.3K shares0.12%2026-06-302026-08-04

WMB WILLIAMS COS INC21.3K shares3.96%2026-06-302026-08-04

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SAP SAP SE10.2K shares26.88%2026-06-302026-08-04

USB US BANCORP26.0K shares1.22%2026-06-302026-08-04

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XBI SPDR SERIES TRUST9.9K shares-9.17%2026-06-302026-08-04

JPST J P MORGAN EXCHANGE TRADED F30.9K shares5.10%2026-06-302026-08-04

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SCCO SOUTHERN COPPER CORP8.9K shares4.00%2026-06-302026-08-04

EMR EMERSON ELEC CO10.8K shares2.36%2026-06-302026-08-04

AEP AMERICAN ELEC PWR CO INC11.2K shares4.26%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T7.2K shares6.27%2026-06-302026-08-04

BPRE BLUEROCK PVT REAL ESTATE FD116.8K shares-39.10%2026-06-302026-08-04

VTEI VANGUARD MUN BD FDS15.1K shares136.90%2026-06-302026-08-04

SCHR SCHWAB STRATEGIC TR61.9K shares5.24%2026-06-302026-08-04

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VOOG VANGUARD ADMIRAL FDS INC18.4K shares535.68%2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION10.3K shares0.66%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC4.6K shares11.29%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP16.3K shares-20.38%2026-06-302026-08-04

GM GENERAL MTRS CO19.5K shares1.12%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR50.9K shares-6.12%2026-06-302026-08-04

3M CO 3M CO9.2K shares4.24%2026-06-302026-08-04

AMT AMERICAN TOWER CORP9.1K shares77.23%2026-06-302026-08-04

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ESGE ISHARES INC27.1K shares21.80%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC7.3K shares-3.43%2026-06-302026-08-04

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ALAB ASTERA LABS INC3.0K shares20.92%2026-06-302026-08-04

TPR TAPESTRY INC9.8K shares-5.31%2026-06-302026-08-04

STM STMICROELECTRONICS N V19.0K shares149.70%2026-06-302026-08-04

TM TOYOTA MOTOR CORP8.4K shares-33.13%2026-06-302026-08-04

KB KB FINL GROUP INC13.5K shares3.79%2026-06-302026-08-04

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CSX CSX CORP29.7K shares6.54%2026-06-302026-08-04

VIDI ETF SER SOLUTIONS35.8K shares19.56%2026-06-302026-08-04

USFR WISDOMTREE TR27.7K shares-76.85%2026-06-302026-08-04

SPBO SPDR SERIES TRUST47.6K shares-9.59%2026-06-302026-08-04

CLOUDFLARE INC CLOUDFLARE INC5.6K shares-2.97%2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW6.1K shares14.36%2026-06-302026-08-04

NWG NATWEST GROUP PLC77.4K shares20.56%2026-06-302026-08-04

ESML ISHARES TR24.3K shares20.26%2026-06-302026-08-04

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XRLX FUNDX INVT TR27.4K sharesnew addition2026-06-302026-08-04

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UL UNILEVER PLC22.3K shares-17.20%2026-06-302026-08-04

DB DEUTSCHE BK AG39.7K shares13.47%2026-06-302026-08-04

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IJS ISHARES TR9.8K shares-7.88%2026-06-302026-08-04

SHYG ISHARES TR31.3K shares9.80%2026-06-302026-08-04

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ARM ARM HOLDINGS PLC3.7K shares41.10%2026-06-302026-08-04

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CGXU CAPITAL GROUP INTL FOCUS EQT37.2K shares4.07%2026-06-302026-08-04

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EFAV ISHARES TR14.5K shares1.89%2026-06-302026-08-04

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IWR ISHARES TR11.5K shares-4.08%2026-06-302026-08-04

BKR BAKER HUGHES COMPANY22.7K shares-3.15%2026-06-302026-08-04

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PPLT ABRDN PLATINUM ETF TRUST89.2K shares965.55%2026-06-302026-08-04

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MPC MARATHON PETE CORP4.8K shares11.94%2026-06-302026-08-04

CSTM CONSTELLIUM SE38.7K sharesnew addition2026-06-302026-08-04

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LIFE360 INC LIFE360 INC22.2K shares98.75%2026-06-302026-08-04

QYLD GLOBAL X FDS66.6K shares14.85%2026-06-302026-08-04

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INSW INTERNATIONAL SEAWAYS INC15.7K shares43.40%2026-06-302026-08-04

BN BROOKFIELD CORP28.2K shares4.24%2026-06-302026-08-04

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PSX PHILLIPS 667.0K shares15.03%2026-06-302026-08-04

DNP DNP SELECT INCOME FD INC108.3K shares-0.07%2026-06-302026-08-04

BP BP PLC31.6K shares10.81%2026-06-302026-08-04

SPYI NEOS ETF TRUST21.8K shares4.26%2026-06-302026-08-04

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CDNS CADENCE DESIGN SYSTEM INC3.1K shares1.73%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR21.6K shares-23.63%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC3.5K shares7.42%2026-06-302026-08-04

ROK ROCKWELL AUTOMATION INC2.3K shares1.18%2026-06-302026-08-04

CRS CARPENTER TECHNOLOGY CORP1.9K shares4.26%2026-06-302026-08-04

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ALL ALLSTATE CORP4.8K shares26.01%2026-06-302026-08-04

IDE VOYA INFRASTRUCTURE INDLS &81.6K shares-0.67%2026-06-302026-08-04

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PWZ INVESCO EXCH TRADED FD TR II45.6K shares-34.55%2026-06-302026-08-04

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BSJT INVESCO EXCH TRD SLF IDX FD52.6K shares0.34%2026-06-302026-08-04

ARK ETF TR ARK ETF TR8.4K shares6.78%2026-06-302026-08-04

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NOK NOKIA CORP83.0K shares13.63%2026-06-302026-08-04

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CART MAPLEBEAR INC22.7K shares9.60%2026-06-302026-08-04

USMV ISHARES TR11.1K shares-9.83%2026-06-302026-08-04

SPXX NUVEEN S&P 500 DYNAMIC OVERW57.2K shares15.34%2026-06-302026-08-04

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SPYG SPDR SERIES TRUST8.7K shares82.68%2026-06-302026-08-04

ROAM LATTICE STRATEGIES TR29.0K sharesnew addition2026-06-302026-08-04

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CHY CALAMOS CONV & HIGH INCOME F75.6K shares4.54%2026-06-302026-08-04

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DFSV DIMENSIONAL ETF TRUST26.1K shares323.48%2026-06-302026-08-04

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DOMINION ENERGY INC DOMINION ENERGY INC14.6K shares26.51%2026-06-302026-08-04

IGM ISHARES TR6.1K shares-1.15%2026-06-302026-08-04

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PHM PULTE GROUP INC7.2K shares15.71%2026-06-302026-08-04

DLR DIGITAL RLTY TR INC5.5K shares-5.55%2026-06-302026-08-04

IBN ICICI BANK LIMITED34.0K shares22.78%2026-06-302026-08-04

MAS MASCO CORP12.1K shares10.45%2026-06-302026-08-04

VTRS VIATRIS INC61.9K shares43.39%2026-06-302026-08-04

CHRW C H ROBINSON WORLDWIDE IN5.2K shares6.32%2026-06-302026-08-04

MPWR MONOLITHIC PWR SYS INC704 shares-6.51%2026-06-302026-08-04

KEYS KEYSIGHT TECHNOLOGIES INC2.8K shares4.12%2026-06-302026-08-04

Sponsored

IX ORIX CORP25.5K shares9.95%2026-06-302026-08-04

TAK TAKEDA PHARMACEUTICAL CO LTD60.4K shares1.30%2026-06-302026-08-04

THRO BLACKROCK ETF TRUST22.4K shares-30.53%2026-06-302026-08-04

CII BLACKROCK ENHANCED LARGE CAP36.9K shares-3.86%2026-06-302026-08-04

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW18.0K shares1.91%2026-06-302026-08-04

PAPR INNOVATOR ETFS TRUST22.8K shares4.58%2026-06-302026-08-04

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V3.4K shares10.61%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST11.7K shares3.36%2026-06-302026-08-04

Sponsored

NOC NORTHROP GRUMMAN CORP1.9K shares-5.36%2026-06-302026-08-04

BLV VANGUARD BD INDEX FDS13.8K shares-14.97%2026-06-302026-08-04

CASY CASEYS GEN STORES INC1.2K shares5.28%2026-06-302026-08-04

MDLZ MONDELEZ INTL INC16.4K shares65.27%2026-06-302026-08-04

MTUM ISHARES TR2.8K shares-1.39%2026-06-302026-08-04

CRH CRH PLC8.8K shares3.12%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR6.0K shares-12.26%2026-06-302026-08-04

HONEYWELL INTL INC HONEYWELL INTL INC4.2K sharesnew addition2026-06-302026-08-04

Sponsored

PBR PETROLEO BRASILEIRO S A58.1K shares0.93%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS11.9K shares9.88%2026-06-302026-08-04

RKLB ROCKET LAB CORP9.2K shares33.94%2026-06-302026-08-04

ADM ARCHER DANIELS MIDLAND CO12.2K shares14.76%2026-06-302026-08-04

AAPL

APPLE INC

7.41%

Shares503.1K

Event2026-06-30

Filed2026-08-04

ISHARES TR

9.03%

Shares157.5K

Event2026-06-30

Filed2026-08-04

INTF

ISHARES TR

4.00%

Shares2.0M

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

4.17%

Shares1.1M

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

2.06%

Shares224.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

6.55%

Shares369.2K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

3.41%

Shares2.1M

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

1.87%

Shares2.0M

Event2026-06-30

Filed2026-08-04

BROADCOM INC

25.90%

Shares167.8K

Event2026-06-30

Filed2026-08-04

LRGF

ISHARES TR

0.39%

Shares781.1K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

2.97%

Shares161.6K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

1.13%

Shares220.6K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

16.44%

Shares135.1K

Event2026-06-30

Filed2026-08-04

HOOD

ROBINHOOD MKTS INC

0.33%

Shares480.0K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

-4.48%

Shares641.4K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

518.24%

Shares544.7K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

1.21%

Shares752.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.29%

Shares137.5K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-0.02%

Shares69.0K

Event2026-06-30

Filed2026-08-04

NFLT

ETFIS SER TR I

11.00%

Shares1.6M

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

8.49%

Shares166.1K

Event2026-06-30

Filed2026-08-04

COIN

COINBASE GLOBAL INC

-0.82%

Shares244.9K

Event2026-06-30

Filed2026-08-04

AVEM

AMERICAN CENTY ETF TR

-3.94%

Shares353.8K

Event2026-06-30

Filed2026-08-04

IUSB

ISHARES TR

13.80%

Shares720.8K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

-7.30%

Shares128.7K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

186.10%

Shares124.7K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.57%

Shares61.3K

Event2026-06-30

Filed2026-08-04

BINC

BLACKROCK ETF TRUST II

20.17%

Shares581.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.73%

Shares77.5K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

1.73%

Shares77.1K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-16.90%

Shares248.6K

Event2026-06-30

Filed2026-08-04

CSRE

COHEN & STEERS ETF TRUST

10.12%

Shares852.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

1.01%

Shares249.6K

Event2026-06-30

Filed2026-08-04

IFRA

ISHARES TR

13.68%

Shares377.2K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

364.11%

Shares177.5K

Event2026-06-30

Filed2026-08-04

MINT

PIMCO ETF TR

129.35%

Shares214.6K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

25.70%

Shares18.6K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.15%

Shares44.8K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-3.12%

Shares28.9K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

4.64%

Shares18.9K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-2.08%

Shares26.0K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

1.85%

Shares670.5K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

-0.02%

Shares28.1K

Event2026-06-30

Filed2026-08-04

THLV

THOR FINL TECHNOLOGIES TR

8.76%

Shares576.8K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-0.19%

Shares680.5K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

13.82%

Shares354.9K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

-2.04%

Shares42.2K

Event2026-06-30

Filed2026-08-04

COWZ

PACER FDS TR

8.95%

Shares279.7K

Event2026-06-30

Filed2026-08-04

SYLD

CAMBRIA ETF TR

7.72%

Shares216.9K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

7.18%

Shares65.8K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

7.06%

Shares128.8K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

8.47%

Shares65.7K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

13.07%

Shares42.8K

Event2026-06-30

Filed2026-08-04

HGER

HARBOR ETF TRUST

37.95%

Shares524.2K

Event2026-06-30

Filed2026-08-04

FIG

FIGMA INC

-7.98%

Shares809.0K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

6.85%

Shares97.3K

Event2026-06-30

Filed2026-08-04

DMBS

DOUBLELINE ETF TRUST

18.15%

Shares283.0K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

9.69%

Shares10.9K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

8.27%

Shares101.3K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-0.56%

Shares42.2K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-7.61%

Shares21.5K

Event2026-06-30

Filed2026-08-04

DFUV

DIMENSIONAL ETF TRUST

7.51%

Shares224.0K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-30.20%

Shares87.3K

Event2026-06-30

Filed2026-08-04

CTA

SIMPLIFY EXCHANGE TRADED FUN

24.64%

Shares463.2K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

23.52%

Shares42.3K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

57.09%

Shares26.9K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

46.48%

Shares99.2K

Event2026-06-30

Filed2026-08-04

DYFI

ETF OPPORTUNITIES TRUST

16.20%

Shares496.1K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

-21.55%

Shares104.6K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

6.60%

Shares206.2K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-21.63%

Shares81.4K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

7.19%

Shares96.3K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

264.34%

Shares119.8K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

15.04%

Shares55.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

-4.23%

Shares11.3K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

-0.23%

Shares5.3K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

33.99%

Shares116.4K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

84.95%

Shares69.3K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

1.19%

Shares306.2K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

4.15%

Shares169.8K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

50.78%

Shares95.9K

Event2026-06-30

Filed2026-08-04

IJT

ISHARES TR

0.92%

Shares53.1K

Event2026-06-30

Filed2026-08-04

CRWV

COREWEAVE INC

7.55%

Shares94.8K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

5.81%

Shares12.9K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

-17.98%

Shares30.8K

Event2026-06-30

Filed2026-08-04

USRT

ISHARES TR

-2.62%

Shares138.0K

Event2026-06-30

Filed2026-08-04

IGIB

ISHARES TR

-0.49%

Shares168.0K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

8.11%

Shares8.8K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

93.90%

Shares7.5K

Event2026-06-30

Filed2026-08-04

VISA INC

23.48%

Shares25.3K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

0.82%

Shares73.5K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

-2.16%

Shares160.8K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

-7.55%

Shares111.0K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

2.59%

Shares102.4K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

18.99%

Shares3.5K

Event2026-06-30

Filed2026-08-04

DLS

WISDOMTREE TR

9.20%

Shares90.8K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-0.46%

Shares91.5K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

0.05%

Shares73.8K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

1.16%

Shares45.5K

Event2026-06-30

Filed2026-08-04

HSBC

HSBC HLDGS PLC

4.49%

Shares79.3K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

25.51%

Shares39.7K

Event2026-06-30

Filed2026-08-04

IWY

ISHARES TR

10.08%

Shares25.8K

Event2026-06-30

Filed2026-08-04

BNDX

VANGUARD CHARLOTTE FDS

-7.23%

Shares154.7K

Event2026-06-30

Filed2026-08-04

CSHI

NEOS ETF TRUST

-13.30%

Shares149.1K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

4.40%

Shares45.0K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

-20.55%

Shares17.5K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

-3.59%

Shares66.8K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

0.03%

Shares13.5K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

-13.41%

Shares30.4K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

888.11%

Shares22.1K

Event2026-06-30

Filed2026-08-04

TLT

ISHARES TR

17.76%

Shares77.0K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

2.19%

Shares178.8K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-14.00%

Shares73.5K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

114.83%

Shares43.6K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

156.43%

Shares37.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-0.35%

Shares18.2K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

7.04%

Shares55.9K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-0.52%

Shares41.2K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

193.30%

Shares242.7K

Event2026-06-30

Filed2026-08-04

IBIT

ISHARES BITCOIN TRUST ETF

40.08%

Shares175.4K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

205.42%

Shares58.0K

Event2026-06-30

Filed2026-08-04

IEF

ISHARES TR

-1.25%

Shares60.6K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

71.74%

Shares13.6K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

9.14%

Shares69.4K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

8.88%

Shares39.6K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

5.00%

Shares16.1K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

-37.69%

Shares14.2K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

-11.27%

Shares74.0K

Event2026-06-30

Filed2026-08-04

BOEING CO

-0.51%

Shares23.8K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

3.80%

Shares40.6K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

12.30%

Shares24.5K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

743.35%

Shares42.4K

Event2026-06-30

Filed2026-08-04

PPG

PPG INDS INC

102.84%

Shares41.4K

Event2026-06-30

Filed2026-08-04

CMF

ISHARES TR

-12.99%

Shares86.9K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

2.54%

Shares21.1K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

0.59%

Shares30.8K

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

4.62%

Shares22.8K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

-1.76%

Shares31.0K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

6.04%

Shares7.3K

Event2026-06-30

Filed2026-08-04

SCHC

SCHWAB STRATEGIC TR

-5.95%

Shares95.7K

Event2026-06-30

Filed2026-08-04

IWX

ISHARES TR

-6.93%

Shares43.8K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

1.24%

Shares28.8K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES TR

29.58%

Shares26.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

301.99%

Shares53.6K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

-9.63%

Shares15.4K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

-4.71%

Shares18.3K

Event2026-06-30

Filed2026-08-04

DFAT

DIMENSIONAL ETF TRUST

-0.39%

Shares59.2K

Event2026-06-30

Filed2026-08-04

TRT

TRIO TECH INTL

-46.11%

Shares334.9K

Event2026-06-30

Filed2026-08-04

BHP

BHP BILLITON LIMITED

32.98%

Shares49.5K

Event2026-06-30

Filed2026-08-04

MUFG

MITSUBISHI UFJ FINANCIAL GRO

11.79%

Shares205.9K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

-12.17%

Shares7.7K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

20.21%

Shares11.3K

Event2026-06-30

Filed2026-08-04

BANCO SANTANDER SA

8.20%

Shares284.0K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

9.26%

Shares28.2K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

20.95%

Shares21.3K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

5.64%

Shares11.3K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

8.67%

Shares10.3K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

31.82%

Shares69.2K

Event2026-06-30

Filed2026-08-04

DFAE

DIMENSIONAL ETF TRUST

85.16%

Shares90.8K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

34.81%

Shares29.0K

Event2026-06-30

Filed2026-08-04

ROYAL CARIBBEAN GROUP

-4.58%

Shares11.3K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

13.00%

Shares12.9K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

8.50%

Shares67.2K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

4.75%

Shares55.4K

Event2026-06-30

Filed2026-08-04

IEI

ISHARES TR

-12.30%

Shares29.6K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

47.19%

Shares4.5K

Event2026-06-30

Filed2026-08-04

AFFIRM HLDGS INC

-2.90%

Shares41.9K

Event2026-06-30

Filed2026-08-04

ETFS GOLD TR

3.90%

Shares88.7K

Event2026-06-30

Filed2026-08-04

VSS

VANGUARD INTL EQUITY INDEX F

-3.97%

Shares21.9K

Event2026-06-30

Filed2026-08-04

DYNF

BLACKROCK ETF TRUST

0.06%

Shares49.7K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

3.05%

Shares35.0K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

-1.43%

Shares32.6K

Event2026-06-30

Filed2026-08-04

TORONTO DOMINION BK ONT

8.94%

Shares27.7K

Event2026-06-30

Filed2026-08-04

AT&T INC

-1.91%

Shares162.0K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-2.81%

Shares40.7K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

2.55%

Shares40.3K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

4.09%

Shares12.7K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2511.57%

Shares18.5K

Event2026-06-30

Filed2026-08-04

SPHY

SPDR SERIES TRUST

2.25%

Shares139.3K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

-11.32%

Shares28.6K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

2.54%

Shares14.5K

Event2026-06-30

Filed2026-08-04

PCMM

BONDBLOXX ETF TRUST

-3.71%

Shares64.8K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

1.79%

Shares6.2K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

3.72%

Shares7.5K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

2.46%

Shares29.2K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-50.22%

Shares8.6K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

2.21%

Shares29.8K

Event2026-06-30

Filed2026-08-04

BBVA

BANCO BILBAO VIZCAYA ARGENTA

8.97%

Shares122.5K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

7.81%

Shares71.7K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

-8.37%

Shares6.1K

Event2026-06-30

Filed2026-08-04

RBLX

ROBLOX CORP

9.74%

Shares55.7K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

4.04%

Shares31.1K

Event2026-06-30

Filed2026-08-04

DFIS

DIMENSIONAL ETF TRUST

128.59%

Shares85.1K

Event2026-06-30

Filed2026-08-04

DEERE & CO

7.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

RIO

RIO TINTO PLC

41.04%

Shares30.7K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

7.32%

Shares23.0K

Event2026-06-30

Filed2026-08-04

SMFG

SUMITOMO MITSUI FIN GRP INC

8.31%

Shares123.1K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

-19.67%

Shares14.9K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

4.24%

Shares56.1K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

0.02%

Shares17.1K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

-16.37%

Shares38.8K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

-4.05%

Shares36.0K

Event2026-06-30

Filed2026-08-04

USIG

ISHARES TR

-34.18%

Shares54.4K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

3.56%

Shares10.8K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

6.17%

Shares6.4K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

0.63%

Shares15.5K

Event2026-06-30

Filed2026-08-04

LUMENTUM HLDGS INC

-0.25%

Shares3.1K

Event2026-06-30

Filed2026-08-04

MICROCHIP TECHNOLOGY INC.

1.72%

Shares29.2K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

-2.87%

Shares22.5K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

10.40%

Shares24.5K

Event2026-06-30

Filed2026-08-04

ESGD

ISHARES TR

20.39%

Shares25.6K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

25.88%

Shares28.2K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

10.58%

Shares6.5K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

25.54%

Shares35.2K

Event2026-06-30

Filed2026-08-04

OKLO

OKLO INC

6.37%

Shares48.1K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

-4.35%

Shares2.6K

Event2026-06-30

Filed2026-08-04

UBS

UBS GROUP AG

21.72%

Shares50.0K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

-1.69%

Shares2.6K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-0.24%

Shares67.1K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

2.52%

Shares12.3K

Event2026-06-30

Filed2026-08-04

LYG

LLOYDS BANKING GROUP PLC

-17.59%

Shares415.8K

Event2026-06-30

Filed2026-08-04

ASE TECHNOLOGY HLDG CO LTD

4.21%

Shares53.6K

Event2026-06-30

Filed2026-08-04

VTIP

VANGUARD MALVERN FDS

2.70%

Shares47.5K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

4.30%

Shares10.5K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

4.22%

Shares8.0K

Event2026-06-30

Filed2026-08-04

ALIBABA GROUP HLDG LTD

-7.55%

Shares24.7K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

-0.06%

Shares8.1K

Event2026-06-30

Filed2026-08-04

SHV

ISHARES TR

4.67%

Shares21.3K

Event2026-06-30

Filed2026-08-04

BSJR

INVESCO EXCH TRD SLF IDX FD

-0.01%

Shares104.6K

Event2026-06-30

Filed2026-08-04

NYF

ISHARES TR

1.69%

Shares43.4K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

1.88%

Shares3.2K

Event2026-06-30

Filed2026-08-04

DKNG

DRAFTKINGS INC NEW

6.24%

Shares91.5K

Event2026-06-30

Filed2026-08-04

MFG

MIZUHO FINANCIAL GROUP INC

12.11%

Shares240.4K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

2.59%

Shares24.0K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

7.33%

Shares37.2K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

1.19%

Shares37.7K

Event2026-06-30

Filed2026-08-04

SPEM

SPDR INDEX SHS FDS

0.21%

Shares44.2K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-1.31%

Shares7.2K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

10.01%

Shares3.0K

Event2026-06-30

Filed2026-08-04

PSLV

SPROTT ASSET MANAGEMENT LP

5.09%

Shares120.4K

Event2026-06-30

Filed2026-08-04

ACWX

ISHARES TR

30.69%

Shares29.5K

Event2026-06-30

Filed2026-08-04

BCS

BARCLAYS PLC

10.14%

Shares83.3K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

0.18%

Shares4.4K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

9.28%

Shares2.3K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

-8.12%

Shares21.5K

Event2026-06-30

Filed2026-08-04

FENI

FIDELITY COVINGTON TRUST

-3.71%

Shares54.1K

Event2026-06-30

Filed2026-08-04

CIEN

CIENA CORP

0.66%

Shares4.4K

Event2026-06-30

Filed2026-08-04

COHR

COHERENT CORP

3.13%

Shares5.5K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

78.57%

Shares9.6K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

9.65%

Shares6.4K

Event2026-06-30

Filed2026-08-04

SONY

SONY GROUP CORP

8.05%

Shares106.1K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-6.56%

Shares28.0K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

7.54%

Shares8.6K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-19.28%

Shares4.2K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-1.14%

Shares26.9K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

5.65%

Shares7.7K

Event2026-06-30

Filed2026-08-04

CORO

BLACKROCK ETF TRUST

9.34%

Shares56.1K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

57.39%

Shares20.8K

Event2026-06-30

Filed2026-08-04

IBKR

INTERACTIVE BROKERS GROUP IN

1.98%

Shares23.4K

Event2026-06-30

Filed2026-08-04

GSK PLC

-0.65%

Shares38.7K

Event2026-06-30

Filed2026-08-04

NTES

NETEASE COM INC

13.98%

Shares15.8K

Event2026-06-30

Filed2026-08-04

FIX

COMFORT SYS USA INC

4.08%

Shares1.0K

Event2026-06-30

Filed2026-08-04

ING

ING GROEP N.V.

9.55%

Shares64.4K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

12.49%

Shares10.9K

Event2026-06-30

Filed2026-08-04

KKR

KKR & CO INC

0.71%

Shares21.9K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

-54.20%

Shares19.2K

Event2026-06-30

Filed2026-08-04

VWOB

VANGUARD WHITEHALL FDS

1.90%

Shares29.6K

Event2026-06-30

Filed2026-08-04

FLOT

ISHARES TR

-73.89%

Shares38.7K

Event2026-06-30

Filed2026-08-04

UMC

UNITED MICROELECTRONICS CORP

17.74%

Shares72.6K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

-23.07%

Shares4.9K

Event2026-06-30

Filed2026-08-04

ECL

ECOLAB INC

-6.65%

Shares7.0K

Event2026-06-30

Filed2026-08-04

APPLOVIN CORP

4.60%

Shares3.8K

Event2026-06-30

Filed2026-08-04

IBTG

ISHARES TR

-17.59%

Shares84.8K

Event2026-06-30

Filed2026-08-04

TECK

TECK RESOURCES LTD

1.10%

Shares32.6K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

11.38%

Shares14.3K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

166.91%

Shares28.3K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

-3.80%

Shares4.9K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-23.75%

Shares21.0K

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

1.81%

Shares16.7K

Event2026-06-30

Filed2026-08-04

FLEX

FLEX LTD

2.62%

Shares11.8K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-12.62%

Shares14.1K

Event2026-06-30

Filed2026-08-04

KMI

KINDER MORGAN INC DEL

3.90%

Shares59.8K

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP

-3.78%

Shares20.4K

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

-1.56%

Shares21.3K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL

36.19%

Shares14.9K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

0.31%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-13.29%

Shares12.0K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

2.64%

Shares11.7K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

10.02%

Shares1.8K

Event2026-06-30

Filed2026-08-04

BARRICK MNG CORP

4.42%

Shares50.2K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

3.53%

Shares5.4K

Event2026-06-30

Filed2026-08-04

BNS

BANK NOVA SCOTIA B C

13.57%

Shares21.1K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-61.12%

Shares31.7K

Event2026-06-30

Filed2026-08-04

BMO

BANK MONTREAL MEDIUM

6.80%

Shares10.3K

Event2026-06-30

Filed2026-08-04

CORTEVA INC

94.70%

Shares21.4K

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

-1.99%

Shares6.2K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

-7.08%

Shares21.1K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

167.22%

Shares6.0K

Event2026-06-30

Filed2026-08-04

TWLO

TWILIO INC

2.35%

Shares8.6K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

4.75%

Shares18.8K

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

-35.47%

Shares22.9K

Event2026-06-30

Filed2026-08-04

SPMO

INVESCO EXCH TRADED FD TR II

-19.17%

Shares10.9K

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO

-0.80%

Shares5.1K

Event2026-06-30

Filed2026-08-04

CANADIAN IMPERIAL BANK OF CO

5.69%

Shares15.2K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

13.15%

Shares5.6K

Event2026-06-30

Filed2026-08-04

FCAL

FIRST TR EXCH TRADED FD III

-19.77%

Shares35.0K

Event2026-06-30

Filed2026-08-04

QQQI

NEOS ETF TRUST

10.88%

Shares30.6K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

7.28%

Shares14.7K

Event2026-06-30

Filed2026-08-04

VALE

VALE S A

8.35%

Shares114.8K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

-12.80%

Shares7.8K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

-1.82%

Shares20.8K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

-2.91%

Shares11.7K

Event2026-06-30

Filed2026-08-04

PHYS

SPROTT ASSET MANAGEMENT LP

25.29%

Shares56.2K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

96.96%

Shares10.4K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

-29.78%

Shares17.6K

Event2026-06-30

Filed2026-08-04

BAI

BLACKROCK ETF TRUST

-14.98%

Shares31.4K

Event2026-06-30

Filed2026-08-04

PPA

INVESCO EXCHANGE TRADED FD T

-1.09%

Shares9.4K

Event2026-06-30

Filed2026-08-04

BUD

ANHEUSER BUSCH INBEV SA NV

17.02%

Shares20.1K

Event2026-06-30

Filed2026-08-04

ESGV

VANGUARD WORLD FD

5.41%

Shares12.4K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

18.87%

Shares11.4K

Event2026-06-30

Filed2026-08-04

QTUM

ETF SER SOLUTIONS

-4.67%

Shares9.8K

Event2026-06-30

Filed2026-08-04

INVESCO EXCH TRD SLF IDX FD

0.33%

Shares74.2K

Event2026-06-30

Filed2026-08-04

NOBL

PROSHARES TR

99.99%

Shares28.7K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

6.71%

Shares4.5K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

-4.45%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

14.24%

Shares10.1K

Event2026-06-30

Filed2026-08-04

VIA

VIA TRANSN INC

0.17%

Shares87.6K

Event2026-06-30

Filed2026-08-04

NVO

NOVO-NORDISK A S

82.79%

Shares33.2K

Event2026-06-30

Filed2026-08-04

ROE

EA SERIES TRUST

0.12%

Shares37.3K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

3.96%

Shares21.3K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

9.48%

Shares7.2K

Event2026-06-30

Filed2026-08-04

SAP

SAP SE

26.88%

Shares10.2K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

1.22%

Shares26.0K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

7.72%

Shares4.2K

Event2026-06-30

Filed2026-08-04

XBI

SPDR SERIES TRUST

-9.17%

Shares9.9K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

5.10%

Shares30.9K

Event2026-06-30

Filed2026-08-04

MNST

MONSTER BEVERAGE CORP NEW

6.92%

Shares16.2K

Event2026-06-30

Filed2026-08-04

SCCO

SOUTHERN COPPER CORP

4.00%

Shares8.9K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

2.36%

Shares10.8K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

4.26%

Shares11.2K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

6.27%

Shares7.2K

Event2026-06-30

Filed2026-08-04

BPRE

BLUEROCK PVT REAL ESTATE FD

-39.10%

Shares116.8K

Event2026-06-30

Filed2026-08-04

VTEI

VANGUARD MUN BD FDS

136.90%

Shares15.1K

Event2026-06-30

Filed2026-08-04

SCHR

SCHWAB STRATEGIC TR

5.24%

Shares61.9K

Event2026-06-30

Filed2026-08-04

VOOG

VANGUARD ADMIRAL FDS INC

535.68%

Shares18.4K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

0.66%

Shares10.3K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

11.29%

Shares4.6K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

-20.38%

Shares16.3K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

1.12%

Shares19.5K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-6.12%

Shares50.9K

Event2026-06-30

Filed2026-08-04

3M CO

4.24%

Shares9.2K

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

77.23%

Shares9.1K

Event2026-06-30

Filed2026-08-04

ESGE

ISHARES INC

21.80%

Shares27.1K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

-3.43%

Shares7.3K

Event2026-06-30

Filed2026-08-04

STT

STATE STR CORP

0.34%

Shares8.6K

Event2026-06-30

Filed2026-08-04

ALAB

ASTERA LABS INC

20.92%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TPR

TAPESTRY INC

-5.31%

Shares9.8K

Event2026-06-30

Filed2026-08-04

STM

STMICROELECTRONICS N V

149.70%

Shares19.0K

Event2026-06-30

Filed2026-08-04

TOYOTA MOTOR CORP

-33.13%

Shares8.4K

Event2026-06-30

Filed2026-08-04

KB FINL GROUP INC

3.79%

Shares13.5K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

6.54%

Shares29.7K

Event2026-06-30

Filed2026-08-04

VIDI

ETF SER SOLUTIONS

19.56%

Shares35.8K

Event2026-06-30

Filed2026-08-04

USFR

WISDOMTREE TR

-76.85%

Shares27.7K

Event2026-06-30

Filed2026-08-04

SPBO

SPDR SERIES TRUST

-9.59%

Shares47.6K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

-2.97%

Shares5.6K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

14.36%

Shares6.1K

Event2026-06-30

Filed2026-08-04

NWG

NATWEST GROUP PLC

20.56%

Shares77.4K

Event2026-06-30

Filed2026-08-04

ESML

ISHARES TR

20.26%

Shares24.3K

Event2026-06-30

Filed2026-08-04

XRLX

FUNDX INVT TR

New

Shares27.4K

Event2026-06-30

Filed2026-08-04

VIGI

VANGUARD WHITEHALL FDS

0.45%

Shares14.4K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

-17.20%

Shares22.3K

Event2026-06-30

Filed2026-08-04

DEUTSCHE BK AG

13.47%

Shares39.7K

Event2026-06-30

Filed2026-08-04

VANGUARD SCOTTSDALE FDS

-0.27%

Shares11.0K

Event2026-06-30

Filed2026-08-04

IJS

ISHARES TR

-7.88%

Shares9.8K

Event2026-06-30

Filed2026-08-04

SHYG

ISHARES TR

9.80%

Shares31.3K

Event2026-06-30

Filed2026-08-04

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares20.7K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

6.33%

Shares14.7K

Event2026-06-30

Filed2026-08-04

MFC

MANULIFE FINL CORP

4.57%

Shares32.5K

Event2026-06-30

Filed2026-08-04

ANGLOGOLD ASHANTI PLC

2.06%

Shares16.2K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC

20.30%

Shares8.0K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

5.04%

Shares26.1K

Event2026-06-30

Filed2026-08-04

ARM

ARM HOLDINGS PLC

41.10%

Shares3.7K

Event2026-06-30

Filed2026-08-04

RDVI

FIRST TR EXCHANGE-TRADED FD

3.10%

Shares43.9K

Event2026-06-30

Filed2026-08-04

CGXU

CAPITAL GROUP INTL FOCUS EQT

4.07%

Shares37.2K

Event2026-06-30

Filed2026-08-04

URTH

ISHARES INC

6.04%

Shares6.3K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

12.74%

Shares5.7K

Event2026-06-30

Filed2026-08-04

TC ENERGY CORP

4.67%

Shares19.3K

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

1.89%

Shares14.5K

Event2026-06-30

Filed2026-08-04

WPM

WHEATON PRECIOUS METALS CORP

6.64%

Shares11.3K

Event2026-06-30

Filed2026-08-04

XYZ

BLOCK INC

13.73%

Shares16.7K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

-4.08%

Shares11.5K

Event2026-06-30

Filed2026-08-04

BKR

BAKER HUGHES COMPANY

-3.15%

Shares22.7K

Event2026-06-30

Filed2026-08-04

PPLT

ABRDN PLATINUM ETF TRUST

965.55%

Shares89.2K

Event2026-06-30

Filed2026-08-04

WORLD GOLD TR

-1.20%

Shares15.8K

Event2026-06-30

Filed2026-08-04

HYMB

SPDR SERIES TRUST

27.34%

Shares49.3K

Event2026-06-30

Filed2026-08-04

FLCO

FRANKLIN TEMPLETON ETF TR

3.57%

Shares58.3K

Event2026-06-30

Filed2026-08-04

NGG

NATIONAL GRID PLC

0.48%

Shares15.0K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

0.75%

Shares2.6K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

11.94%

Shares4.8K

Event2026-06-30

Filed2026-08-04

CSTM

CONSTELLIUM SE

New

Shares38.7K

Event2026-06-30

Filed2026-08-04

EYLD

CAMBRIA ETF TR

9.27%

Shares27.0K

Event2026-06-30

Filed2026-08-04

LIFE360 INC

98.75%

Shares22.2K

Event2026-06-30

Filed2026-08-04

QYLD

GLOBAL X FDS

14.85%

Shares66.6K

Event2026-06-30

Filed2026-08-04

BNDI

NEOS ETF TRUST

3.69%

Shares25.8K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

-17.09%

Shares6.3K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

5.74%

Shares7.7K

Event2026-06-30

Filed2026-08-04

INSW

INTERNATIONAL SEAWAYS INC

43.40%

Shares15.7K

Event2026-06-30

Filed2026-08-04

BROOKFIELD CORP

4.24%

Shares28.2K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

12.79%

Shares1.1K

Event2026-06-30

Filed2026-08-04

SPOTIFY TECHNOLOGY S A

0.89%

Shares2.6K

Event2026-06-30

Filed2026-08-04

DGT

SPDR SERIES TRUST

-6.99%

Shares6.4K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

1.65%

Shares2.4K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

15.03%

Shares7.0K

Event2026-06-30

Filed2026-08-04

DNP

DNP SELECT INCOME FD INC

-0.07%

Shares108.3K

Event2026-06-30

Filed2026-08-04

BP PLC

10.81%

Shares31.6K

Event2026-06-30

Filed2026-08-04

SPYI

NEOS ETF TRUST

4.26%

Shares21.8K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

1.73%

Shares1.6K

Event2026-06-30

Filed2026-08-04

FIVA

FIDELITY COVINGTON TRUST

-2.22%

Shares30.0K

Event2026-06-30

Filed2026-08-04

SANM

SANMINA CORP

-1.28%

Shares4.5K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

1.73%

Shares3.1K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

-23.63%

Shares21.6K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

7.42%

Shares3.5K

Event2026-06-30

Filed2026-08-04

ROK

ROCKWELL AUTOMATION INC

1.18%

Shares2.3K

Event2026-06-30

Filed2026-08-04

CRS

CARPENTER TECHNOLOGY CORP

4.26%

Shares1.9K

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

47.65%

Shares21.6K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

26.01%

Shares4.8K

Event2026-06-30

Filed2026-08-04

IDE

VOYA INFRASTRUCTURE INDLS &

-0.67%

Shares81.6K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

6.26%

Shares4.5K

Event2026-06-30

Filed2026-08-04

BLCR

BLACKROCK ETF TRUST

18.35%

Shares22.3K

Event2026-06-30

Filed2026-08-04

SHG

SHINHAN FINANCIAL GROUP CO L

5.56%

Shares17.8K

Event2026-06-30

Filed2026-08-04

XSD

SPDR SERIES TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

-20.00%

Shares19.0K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

-2.89%

Shares20.9K

Event2026-06-30

Filed2026-08-04

PWZ

INVESCO EXCH TRADED FD TR II

-34.55%

Shares45.6K

Event2026-06-30

Filed2026-08-04

DUPONT DE NEMOURS INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-04

EBAY

EBAY INC.

6.26%

Shares10.0K

Event2026-06-30

Filed2026-08-04

BSJT

INVESCO EXCH TRD SLF IDX FD

0.34%

Shares52.6K

Event2026-06-30

Filed2026-08-04

ARK ETF TR

6.78%

Shares8.4K

Event2026-06-30

Filed2026-08-04

MCO

MOODYS CORP

4.85%

Shares2.4K

Event2026-06-30

Filed2026-08-04

NOK

NOKIA CORP

13.63%

Shares83.0K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

0.48%

Shares3.5K

Event2026-06-30

Filed2026-08-04

IJJ

ISHARES TR

-4.19%

Shares7.3K

Event2026-06-30

Filed2026-08-04

BLOOM ENERGY CORP

3.16%

Shares3.6K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-9.68%

Shares2.6K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

5.08%

Shares8.3K

Event2026-06-30

Filed2026-08-04

CART

MAPLEBEAR INC

9.60%

Shares22.7K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

-9.83%

Shares11.1K

Event2026-06-30

Filed2026-08-04

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

15.34%

Shares57.2K

Event2026-06-30

Filed2026-08-04

LAMR

LAMAR ADVERTISING CO

2.11%

Shares6.7K

Event2026-06-30

Filed2026-08-04

RLY

SSGA ACTIVE ETF TR

15.37%

Shares30.3K

Event2026-06-30

Filed2026-08-04

SPMD

SPDR SERIES TRUST

-4.30%

Shares15.4K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

82.68%

Shares8.7K

Event2026-06-30

Filed2026-08-04

ROAM

LATTICE STRATEGIES TR

New

Shares29.0K

Event2026-06-30

Filed2026-08-04

CNQ

CANADIAN NAT RES LTD MED TER

-4.84%

Shares26.2K

Event2026-06-30

Filed2026-08-04

GFI

GOLD FIELDS LTD

-1.07%

Shares30.8K

Event2026-06-30

Filed2026-08-04

CHY

CALAMOS CONV & HIGH INCOME F

4.54%

Shares75.6K

Event2026-06-30

Filed2026-08-04

FFC

FLAHERTY & CRUMRIN PFD & INM

-0.47%

Shares63.1K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

8.51%

Shares13.3K

Event2026-06-30

Filed2026-08-04

AEM

AGNICO EAGLE MINES LTD

-35.66%

Shares6.6K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY

9.78%

Shares11.8K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

-4.37%

Shares21.3K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

11.84%

Shares4.8K

Event2026-06-30

Filed2026-08-04

DFSV

DIMENSIONAL ETF TRUST

323.48%

Shares26.1K

Event2026-06-30

Filed2026-08-04

QUS

SPDR SERIES TRUST

-0.79%

Shares5.4K

Event2026-06-30

Filed2026-08-04

REGIONS FINANCIAL CORP NEW

3.93%

Shares33.4K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

1.51%

Shares741

Event2026-06-30

Filed2026-08-04

PICK

ISHARES INC

2.17%

Shares17.3K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

3.16%

Shares3.2K

Event2026-06-30

Filed2026-08-04

SHLD

GLOBAL X FDS

15.18%

Shares16.8K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

26.51%

Shares14.6K

Event2026-06-30

Filed2026-08-04

IGM

ISHARES TR

-1.15%

Shares6.1K

Event2026-06-30

Filed2026-08-04

OHI

OMEGA HEALTHCARE INVS INC

3.69%

Shares20.8K

Event2026-06-30

Filed2026-08-04

PHM

PULTE GROUP INC

15.71%

Shares7.2K

Event2026-06-30

Filed2026-08-04

DLR

DIGITAL RLTY TR INC

-5.55%

Shares5.5K

Event2026-06-30

Filed2026-08-04

IBN

ICICI BANK LIMITED

22.78%

Shares34.0K

Event2026-06-30

Filed2026-08-04

MAS

MASCO CORP

10.45%

Shares12.1K

Event2026-06-30

Filed2026-08-04

VTRS

VIATRIS INC

43.39%

Shares61.9K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE IN

6.32%

Shares5.2K

Event2026-06-30

Filed2026-08-04

MPWR

MONOLITHIC PWR SYS INC

-6.51%

Shares704

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC

4.12%

Shares2.8K

Event2026-06-30

Filed2026-08-04

ORIX CORP

9.95%

Shares25.5K

Event2026-06-30

Filed2026-08-04

TAK

TAKEDA PHARMACEUTICAL CO LTD

1.30%

Shares60.4K

Event2026-06-30

Filed2026-08-04

THRO

BLACKROCK ETF TRUST

-30.53%

Shares22.4K

Event2026-06-30

Filed2026-08-04

CII

BLACKROCK ENHANCED LARGE CAP

-3.86%

Shares36.9K

Event2026-06-30

Filed2026-08-04

SUNCOR ENERGY INC NEW

1.91%

Shares18.0K

Event2026-06-30

Filed2026-08-04

PAPR

INNOVATOR ETFS TRUST

4.58%

Shares22.8K

Event2026-06-30

Filed2026-08-04

NXP SEMICONDUCTORS N V

10.61%

Shares3.4K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

3.36%

Shares11.7K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

-5.36%

Shares1.9K

Event2026-06-30

Filed2026-08-04

BLV

VANGUARD BD INDEX FDS

-14.97%

Shares13.8K

Event2026-06-30

Filed2026-08-04

CASY

CASEYS GEN STORES INC

5.28%

Shares1.2K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

65.27%

Shares16.4K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

-1.39%

Shares2.8K

Event2026-06-30

Filed2026-08-04

CRH

CRH PLC

3.12%

Shares8.8K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

-12.26%

Shares6.0K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

PBR

PETROLEO BRASILEIRO S A

0.93%

Shares58.1K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

9.88%

Shares11.9K

Event2026-06-30

Filed2026-08-04

RKLB

ROCKET LAB CORP

33.94%

Shares9.2K

Event2026-06-30

Filed2026-08-04

ADM

ARCHER DANIELS MIDLAND CO

14.76%

Shares12.2K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

GRAB Call CallGRAB HOLDINGS LIMITED150.0K shares0.00%2026-06-302026-08-04

SNPS Call CallSYNOPSYS INC1.0K shares0.00%2026-06-302026-08-04

TSLA Call CallTESLA INC1.0K sharesnew addition2026-06-302026-08-04

OSCR Call CallOSCAR HEALTH INC2.5K shares-75.00%2026-06-302026-08-04

SMR Call CallNUSCALE PWR CORP2.0K sharesnew addition2026-06-302026-08-04

GRAB Call

GRAB HOLDINGS LIMITED

0.00%

Shares150.0K

Event2026-06-30

Filed2026-08-04

SNPS Call

SYNOPSYS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

TSLA Call

TESLA INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

OSCR Call

OSCAR HEALTH INC

-75.00%

Shares2.5K

Event2026-06-30

Filed2026-08-04

SMR Call

NUSCALE PWR CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

Put Option Holdings

GOOG Put PutALPHABET INC21.0K shares-12.86%2026-06-302026-08-04

META PLATFORMS INC Put PutMETA PLATFORMS INC5.0K sharesnew addition2026-06-302026-08-04

GOOGL Put PutALPHABET INC4.8K shares-50.00%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T2.1K shares-54.35%2026-06-302026-08-04

AAPL Put PutAPPLE INC3.1K shares-50.79%2026-06-302026-08-04

NTAP Put PutNETAPP INC2.0K shares0.00%2026-06-302026-08-04

QQQ Put PutINVESCO QQQ TR100 sharesnew addition2026-06-302026-08-04

GOOG Put

ALPHABET INC

-12.86%

Shares21.0K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC Put

META PLATFORMS INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-04

GOOGL Put

ALPHABET INC

-50.00%

Shares4.8K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-54.35%

Shares2.1K

Event2026-06-30

Filed2026-08-04

AAPL Put

APPLE INC

-50.79%

Shares3.1K

Event2026-06-30

Filed2026-08-04

NTAP Put

NETAPP INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

QQQ Put

INVESCO QQQ TR

New

Shares100

Event2026-06-30

Filed2026-08-04