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The Analysis of Cyndeo Wealth Partners, LLC's Holdings & P&L

Currently, Cyndeo Wealth Partners, LLC holds 517 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in N/A (+153.0K shares, valued at $20.9M), VUG (+195.8K shares, valued at $16.9M), IWF (+57.5K shares, valued at $7.1M); decreased their positions in N/A (-17.5K shares, valued at $3.3M), BAI (-56.6K shares, valued at $3.0M), MU (-2.5K shares, valued at $2.9M); initiated new positions in N/A (+153.0K shares, valued at $20.9M), N/A (+254.9K shares, valued at $3.7M), XP (+192.6K shares, valued at $3.1M).

1M P&L

+2.9M+0.18%

3M P&L

+66.9M+4.18%

HY P&L

+4.4M+0.27%

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/A744.2M

42.7%

2Semiconductors136.0M

7.8%

3Software - Infrastructure82.5M

4.7%

Top Industries by Stock Count

1N/A249 stocks

53.9%

2Semiconductors9 stocks

1.9%

3Software - Application8 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP192.4K shares-0.11%2026-06-302026-07-21

AAPL APPLE INC233.4K shares3.34%2026-06-302026-07-21

BROADCOM INC BROADCOM INC170.7K shares0.43%2026-06-302026-07-21

NVDA NVIDIA CORPORATION317.0K shares0.61%2026-06-302026-07-21

AMZN AMAZON COM INC199.5K shares2.20%2026-06-302026-07-21

ABBVIE INC ABBVIE INC137.2K shares0.22%2026-06-302026-07-21

GOOGL ALPHABET INC94.5K shares-6.72%2026-06-302026-07-21

FTGC FIRST TR EXCHANGE TRAD FD VI1.2M shares2.19%2026-06-302026-07-21

Sponsored

VB VANGUARD INDEX FDS102.5K shares5.76%2026-06-302026-07-21

FBND FIDELITY MERRIMACK STR TR662.8K shares2.71%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MFG LTD62.2K shares3.27%2026-06-302026-07-21

FTCB FIRST TR EXCHANGE-TRADED FD1.2M shares2.84%2026-06-302026-07-21

JPMORGAN CHASE & CO. JPMORGAN CHASE & CO.77.5K shares-0.05%2026-06-302026-07-21

UCON FIRST TR EXCHNG TRADED FD VI872.9K shares3.92%2026-06-302026-07-21

LLY ELI LILLY & CO17.9K shares-0.23%2026-06-302026-07-21

IGIB ISHARES TR400.1K shares3.91%2026-06-302026-07-21

Sponsored

YLD PRINCIPAL EXCHANGE TRADED FD1.1M shares3.90%2026-06-302026-07-21

GSY INVESCO ACTIVELY MANAGED EXC419.1K shares3.89%2026-06-302026-07-21

FTSL FIRST TR EXCHANGE-TRADED FD469.3K shares4.80%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP153.0K sharesnew addition2026-06-302026-07-21

VUG VANGUARD INDEX FDS234.3K shares508.11%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON78.3K shares-3.76%2026-06-302026-07-21

ISHARES TR ISHARES TR25.9K shares5.41%2026-06-302026-07-21

IAU ISHARES GOLD TR247.1K shares-0.30%2026-06-302026-07-21

Sponsored

META PLATFORMS INC META PLATFORMS INC32.4K shares-2.76%2026-06-302026-07-21

PHYS SPROTT PHYSICAL GOLD TR583.1K shares3.54%2026-06-302026-07-21

ORACLE CORP ORACLE CORP117.7K shares2.86%2026-06-302026-07-21

TJX TJX COS INC NEW113.8K shares0.91%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC142.1K shares6.16%2026-06-302026-07-21

HD HOME DEPOT INC46.6K shares2.21%2026-06-302026-07-21

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR20.8K shares-2.83%2026-06-302026-07-21

PDI PIMCO DYNAMIC INCOME FD927.5K shares49.63%2026-06-302026-07-21

Sponsored

ADI ANALOG DEVICES INC38.9K shares3.72%2026-06-302026-07-21

JFR NUVEEN FLOATING RATE INCOME2.0M shares11.37%2026-06-302026-07-21

LIN LINDE PLC29.3K shares29.43%2026-06-302026-07-21

MS MORGAN STANLEY70.8K shares6.00%2026-06-302026-07-21

ABT ABBOTT LABS162.9K shares-0.01%2026-06-302026-07-21

MO ALTRIA GROUP INC199.2K shares1.49%2026-06-302026-07-21

MRK MERCK & CO INC108.4K shares3.76%2026-06-302026-07-21

TXN TEXAS INSTRS INC46.1K shares-1.29%2026-06-302026-07-21

Sponsored

URA GLOBAL X FDS300.9K shares3.99%2026-06-302026-07-21

PFE PFIZER INC536.7K shares3.86%2026-06-302026-07-21

GOOG ALPHABET INC36.2K shares0.34%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS34.1K shares2.64%2026-06-302026-07-21

CHUBB LIMITED CHUBB LIMITED36.9K shares27.50%2026-06-302026-07-21

ARKB ARK 21SHARES BITCOIN ETF637.9K shares5.28%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC135.9K shares1.53%2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC86.1K shares3.95%2026-06-302026-07-21

Sponsored

MET METLIFE INC138.7K shares4.53%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION61.4K shares-22.22%2026-06-302026-07-21

CVX CHEVRON CORP NEW69.9K shares2.96%2026-06-302026-07-21

BIT BLACKROCK MULTI SECTOR INC T915.1K shares4.01%2026-06-302026-07-21

ETN EATON CORP PLC26.8K shares2.12%2026-06-302026-07-21

VTV VANGUARD INDEX FDS52.2K shares-0.21%2026-06-302026-07-21

VISA INC VISA INC32.8K shares8.71%2026-06-302026-07-21

DTE DTE ENERGY CO73.4K shares4.55%2026-06-302026-07-21

Sponsored

VZ VERIZON COMMUNICATIONS INC263.9K shares3.66%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW86.7K shares3.24%2026-06-302026-07-21

CAT CATERPILLAR INC10.3K shares-2.41%2026-06-302026-07-21

PSLV SPROTT PHYSICAL SILVER TR576.7K shares5.81%2026-06-302026-07-21

KMI KINDER MORGAN INC DEL337.2K shares3.92%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO186.5K shares6.15%2026-06-302026-07-21

OKE ONEOK INC NEW123.5K shares4.01%2026-06-302026-07-21

SJM SMUCKER J M CO95.1K shares5.66%2026-06-302026-07-21

Sponsored

TSLA TESLA INC24.9K shares6.96%2026-06-302026-07-21

UNP UNION PAC CORP38.1K shares1.39%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO30.4K shares3.95%2026-06-302026-07-21

KHC KRAFT HEINZ CO424.6K shares4.94%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC29.3K shares11.31%2026-06-302026-07-21

KO COCA COLA CO121.9K shares3.96%2026-06-302026-07-21

ZROZ PIMCO ETF TR154.3K shares3.24%2026-06-302026-07-21

O REALTY INCOME CORP157.6K shares6.44%2026-06-302026-07-21

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR13.7K shares-14.52%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC13.4K shares146.74%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC81.8K shares-2.05%2026-06-302026-07-21

IWF ISHARES TR76.4K shares303.94%2026-06-302026-07-21

MCD MCDONALDS CORP34.1K shares2.27%2026-06-302026-07-21

PLD PROLOGIS INC.67.7K shares2.63%2026-06-302026-07-21

UGI UGI CORP NEW258.2K shares2.95%2026-06-302026-07-21

BLK BLACKROCK INC9.0K shares2.57%2026-06-302026-07-21

Sponsored

T AT&T INC412.3K shares6.01%2026-06-302026-07-21

GIS GENERAL MLS INC239.8K shares10.33%2026-06-302026-07-21

CLX CLOROX CO DEL86.8K shares9.39%2026-06-302026-07-21

MLN VANECK ETF TRUST438.2K shares3.42%2026-06-302026-07-21

DYNF BLACKROCK ETF TRUST109.0K shares-0.71%2026-06-302026-07-21

JAVA J P MORGAN EXCHANGE TRADED F93.2K shares11.27%2026-06-302026-07-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.7K shares-18.85%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC14.7K shares-8.29%2026-06-302026-07-21

Sponsored

WMT WALMART INC59.7K shares-2.32%2026-06-302026-07-21

BIL SPDR SER TR73.6K shares275.58%2026-06-302026-07-21

FBCG FIDELITY COVINGTON TRUST105.0K shares-10.70%2026-06-302026-07-21

APH AMPHENOL CORP35.5K shares5.10%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED11.9K shares3.03%2026-06-302026-07-21

HYD VANECK ETF TRUST115.5K shares0.27%2026-06-302026-07-21

INTC INTEL CORP42.5K shares0.03%2026-06-302026-07-21

DCOR DIMENSIONAL ETF TRUST71.3K shares6.16%2026-06-302026-07-21

Sponsored

BINC BLACKROCK ETF TRUST II111.4K shares4.08%2026-06-302026-07-21

ALPS ETF TR ALPS ETF TR109.3K shares0.14%2026-06-302026-07-21

QQQ INVESCO QQQ TR7.5K shares9.57%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN23.4K shares0.47%2026-06-302026-07-21

IBMP ISHARES TR204.0K shares5.11%2026-06-302026-07-21

IBMO ISHARES TR201.2K shares6.06%2026-06-302026-07-21

BRTR BLACKROCK ETF TRUST II101.3K shares-4.33%2026-06-302026-07-21

MMC MARSH & MCLENNAN COS INC30.4K shares0.05%2026-06-302026-07-21

Sponsored

IWY ISHARES TR16.9K shares-2.88%2026-06-302026-07-21

DFAX DIMENSIONAL ETF TRUST132.7K shares3.45%2026-06-302026-07-21

ABFL TRIMTABS ETF TR56.6K shares-17.06%2026-06-302026-07-21

GOVT ISHARES TR210.3K shares-3.72%2026-06-302026-07-21

WMB WILLIAMS COS INC63.8K shares1694.03%2026-06-302026-07-21

BAI BLACKROCK ETF TRUST89.2K shares-38.83%2026-06-302026-07-21

COWZ PACER FDS TR75.4K shares98.87%2026-06-302026-07-21

PWRD TCW ETF TRUST37.7K shares-26.11%2026-06-302026-07-21

Sponsored

AB ACTIVE ETFS INC AB ACTIVE ETFS INC88.3K shares23.89%2026-06-302026-07-21

IBMQ ISHARES TR179.5K shares10.12%2026-06-302026-07-21

ANET ARISTA NETWORKS INC26.9K shares5.27%2026-06-302026-07-21

GLD SPDR GOLD TR12.3K shares1.40%2026-06-302026-07-21

IBMR ISHARES TR175.9K shares9.36%2026-06-302026-07-21

FMHI FIRST TR EXCH TRADED FD III92.0K shares0.00%2026-06-302026-07-21

DFLV DIMENSIONAL ETF TRUST111.9K shares4.11%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP4.5K shares-12.59%2026-06-302026-07-21

Sponsored

IWB ISHARES TR10.4K shares1622.96%2026-06-302026-07-21

LRCX LAM RESEARCH CORP9.7K shares9.63%2026-06-302026-07-21

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC12.4K shares-6.06%2026-06-302026-07-21

CGXU CAPITAL GROUP INTL FOCUS EQT115.9K shares2.90%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC29.8K shares-4.72%2026-06-302026-07-21

GLW CORNING INC15.3K shares2.48%2026-06-302026-07-21

EFV ISHARES TR51.0K shares50.87%2026-06-302026-07-21

S&P GLOBAL INC S&P GLOBAL INC9.6K shares5.20%2026-06-302026-07-21

Sponsored

CPRX CATALYST PHARMACEUTICALS INC118.4K shares0.00%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS13.2K shares-4.11%2026-06-302026-07-21

POWERLAW CORP POWERLAW CORP254.9K sharesnew addition2026-06-302026-07-21

EVV EATON VANCE LTD DURATION INC391.2K shares-2.49%2026-06-302026-07-21

IXUS ISHARES TR38.2K shares2.15%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP5.7K shares-2.24%2026-06-302026-07-21

NETFLIX INC NETFLIX INC50.4K shares7.39%2026-06-302026-07-21

BX BLACKSTONE INC30.3K shares1.20%2026-06-302026-07-21

Sponsored

IEI ISHARES TR30.2K shares11.94%2026-06-302026-07-21

IRM IRON MTN INC DEL28.0K shares-6.41%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP6.7K shares-2.45%2026-06-302026-07-21

SYK STRYKER CORPORATION10.8K shares-12.58%2026-06-302026-07-21

PG PROCTER AND GAMBLE CO23.0K shares0.92%2026-06-302026-07-21

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW3.6K shares-2.06%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC13.5K shares701.12%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC8.3K shares-15.15%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR34.1K shares13.11%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC2.8K shares-47.34%2026-06-302026-07-21

VOO VANGUARD INDEX FDS4.6K shares72.63%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC3.1K shares-8.64%2026-06-302026-07-21

QGRO AMERICAN CENTY ETF TR26.8K shares-0.97%2026-06-302026-07-21

USMV ISHARES TR32.9K shares-1.35%2026-06-302026-07-21

XP XP INC192.6K sharesnew addition2026-06-302026-07-21

TDG TRANSDIGM GROUP INC2.3K shares1.74%2026-06-302026-07-21

Sponsored

VANECK ETF TRUST VANECK ETF TRUST41.4K shares1.46%2026-06-302026-07-21

SPSM SPDR SER TR53.8K shares-11.80%2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-21

DRSK ETF SER SOLUTIONS103.9K shares11.38%2026-06-302026-07-21

ACIO ETF SER SOLUTIONS64.4K shares7.93%2026-06-302026-07-21

RQI COHEN & STEERS QUALITY INCOM241.2K shares-20.23%2026-06-302026-07-21

IWD ISHARES TR12.2K shares10.57%2026-06-302026-07-21

ORLY OREILLY AUTOMOTIVE INC31.7K shares4.92%2026-06-302026-07-21

Sponsored

PGR PROGRESSIVE CORP13.2K shares-0.02%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS38.5K shares-0.65%2026-06-302026-07-21

TTE TOTALENERGIES SE35.0K shares1.01%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F45.3K shares-0.85%2026-06-302026-07-21

ITOT ISHARES TR16.2K shares0.73%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS52.2K shares27.89%2026-06-302026-07-21

RSG REPUBLIC SVCS INC12.3K shares1.83%2026-06-302026-07-21

BSX BOSTON SCIENTIFIC CORP59.8K shares2.39%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR25.6K shares1.51%2026-06-302026-07-21

TLH ISHARES TR25.0K shares-5.85%2026-06-302026-07-21

VXUS VANGUARD STAR FDS29.0K shares12.32%2026-06-302026-07-21

ASML ASML HOLDING N V1.2K shares15.00%2026-06-302026-07-21

QTEC FIRST TR NASDAQ 100 TECH IND7.1K shares313.45%2026-06-302026-07-21

UPS UNITED PARCEL SERVICE INC21.9K shares-0.73%2026-06-302026-07-21

INTU INTUIT9.0K shares-0.61%2026-06-302026-07-21

SOXX ISHARES TR3.6K shares1.04%2026-06-302026-07-21

Sponsored

FDVV FIDELITY COVINGTON TRUST38.0K shares28.15%2026-06-302026-07-21

FTXL FIRST TR EXCHANGE TRADED FD8.0K shares-30.89%2026-06-302026-07-21

SOUTHSTATE BK CORP SOUTHSTATE BK CORP22.1K shares0.17%2026-06-302026-07-21

INMU BLACKROCK ETF TRUST II91.0K shares3.43%2026-06-302026-07-21

SMLF ISHARES TR24.7K shares6.13%2026-06-302026-07-21

IEMG ISHARES INC26.3K shares0.71%2026-06-302026-07-21

CGCP CAPITAL GRP FIXED INCM ETF T96.4K shares5.72%2026-06-302026-07-21

FBT FIRST TR EXCHANGE-TRADED FD8.5K shares12.82%2026-06-302026-07-21

Sponsored

XLK SELECT SECTOR SPDR TR10.8K shares4.13%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR16.2K shares154.31%2026-06-302026-07-21

AVK ADVENT CONV & INCOME FD153.1K shares0.00%2026-06-302026-07-21

JIRE J P MORGAN EXCHANGE TRADED F23.8K shares5.64%2026-06-302026-07-21

IUSB ISHARES TR42.4K shares37.32%2026-06-302026-07-21

FXO FIRST TR EXCHANGE TRADED FD31.2K shares17.03%2026-06-302026-07-21

CASY CASEYS GEN STORES INC2.4K shares-10.80%2026-06-302026-07-21

BAC BANK AMERICA CORP34.1K shares1.08%2026-06-302026-07-21

Sponsored

MRVL MARVELL TECHNOLOGY INC6.4K shares78.50%2026-06-302026-07-21

FXU FIRST TR EXCHANGE TRADED FD38.6K shares10.49%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC3.3K shares-9.35%2026-06-302026-07-21

PAVE GLOBAL X FDS31.4K shares13.19%2026-06-302026-07-21

PFFD GLOBAL X FDS98.7K shares0.57%2026-06-302026-07-21

PEP PEPSICO INC13.5K shares-2.82%2026-06-302026-07-21

BP BP PLC49.4K shares1.01%2026-06-302026-07-21

VO VANGUARD INDEX FDS22.7K shares298.96%2026-06-302026-07-21

Sponsored

SHW SHERWIN WILLIAMS CO5.3K shares-45.66%2026-06-302026-07-21

EEM ISHARES TR26.0K shares2.78%2026-06-302026-07-21

HELO J P MORGAN EXCHANGE TRADED F26.2K shares5.00%2026-06-302026-07-21

TD TORONTO DOMINION BK ONT14.5K shares-2.06%2026-06-302026-07-21

IEF ISHARES TR18.6K sharesnew addition2026-06-302026-07-21

ICE INTERCONTINENTAL EXCHANGE IN14.1K shares10.52%2026-06-302026-07-21

SMH VANECK ETF TRUST2.6K shares5.16%2026-06-302026-07-21

GE GE AEROSPACE4.6K shares-1.79%2026-06-302026-07-21

Sponsored

DFGR DIMENSIONAL ETF TRUST58.2K shares4.85%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares-3.62%2026-06-302026-07-21

ROST ROSS STORES INC7.8K shares4.01%2026-06-302026-07-21

FANG DIAMONDBACK ENERGY INC9.4K shares373.32%2026-06-302026-07-21

IYW ISHARES TR6.6K shares-21.83%2026-06-302026-07-21

BOND PIMCO ETF TR18.0K shares19.62%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS22.4K shares0.53%2026-06-302026-07-21

GBTC GRAYSCALE BITCOIN TR BTC35.1K shares-0.76%2026-06-302026-07-21

Sponsored

FYX FIRST TR SML CP CORE ALPHA F11.0K shares-0.61%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC3.6K shares-0.22%2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.9K sharesnew addition2026-06-302026-07-21

VBK VANGUARD INDEX FDS4.1K shares0.61%2026-06-302026-07-21

ITA ISHARES TR6.0K shares4.33%2026-06-302026-07-21

XAR SPDR SER TR5.1K shares0.18%2026-06-302026-07-21

MUB ISHARES TR13.3K shares29.08%2026-06-302026-07-21

ROK ROCKWELL AUTOMATION INC2.8K shares-0.80%2026-06-302026-07-21

Sponsored

BXSL BLACKSTONE SECD LENDING FD58.1K shares-3.11%2026-06-302026-07-21

HYG ISHARES TR17.1K shares73.09%2026-06-302026-07-21

EFA ISHARES TR13.1K shares-0.18%2026-06-302026-07-21

ABLD ABACUS FCF ETF TR44.0K shares8.55%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.2K shares8.04%2026-06-302026-07-21

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XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-21

Sponsored

CALF PACER FDS TR4.7K sharesnew addition2026-06-302026-07-21

DGRW WISDOMTREE TR2.5K sharesnew addition2026-06-302026-07-21

CMCSA COMCAST CORP NEW9.5K shares-0.18%2026-06-302026-07-21

WBD WARNER BROS DISCOVERY INC8.7K shares0.75%2026-06-302026-07-21

ELCV STRATEGY SHS6.9K sharesnew addition2026-06-302026-07-21

CTAS CINTAS CORP1.3K shares-2.84%2026-06-302026-07-21

WPM WHEATON PRECIOUS METALS CORP2.0K shares0.00%2026-06-302026-07-21

XSOE WISDOMTREE TR4.5K sharesnew addition2026-06-302026-07-21

Sponsored

NBIS NEBIUS GROUP N.V.810 sharesnew addition2026-06-302026-07-21

COF CAPITAL ONE FINL CORP1.1K shares-1.24%2026-06-302026-07-21

PTNQ PACER FDS TR2.5K sharesnew addition2026-06-302026-07-21

OWL BLUE OWL CAPITAL INC25.3K shares26.96%2026-06-302026-07-21

CSL CARLISLE COS INC609 sharesnew addition2026-06-302026-07-21

DIVB ISHARES TR3.6K sharesnew addition2026-06-302026-07-21

EMB ISHARES TR2.2K shares-54.56%2026-06-302026-07-21

IQLT ISHARES TR4.4K sharesnew addition2026-06-302026-07-21

Sponsored

JSI JANUS DETROIT STR TR4.2K shares6.56%2026-06-302026-07-21

EA ELECTRONIC ARTS INC1.1K sharesnew addition2026-06-302026-07-21

HUBB HUBBELL INC411 sharesnew addition2026-06-302026-07-21

SUN SUNOCO LP/SUNOCO FIN CORP3.2K shares0.00%2026-06-302026-07-21

RBLX ROBLOX CORP3.9K sharesnew addition2026-06-302026-07-21

CPNJ CALAMOS ETF TR7.7K shares1.18%2026-06-302026-07-21

VDE VANGUARD WORLD FD1.4K shares2.46%2026-06-302026-07-21

GNMA ISHARES TR4.8K sharesnew addition2026-06-302026-07-21

Sponsored

MKL MARKEL GROUP INC106 sharesnew addition2026-06-302026-07-21

SPYG SPDR SERIES TRUST1.7K sharesnew addition2026-06-302026-07-21

XBI SPDR SERIES TRUST1.3K sharesnew addition2026-06-302026-07-21

VRSK VERISK ANALYTICS INC1.1K sharesnew addition2026-06-302026-07-21

MSFT

MICROSOFT CORP

-0.11%

Shares192.4K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

3.34%

Shares233.4K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

0.43%

Shares170.7K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

0.61%

Shares317.0K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

2.20%

Shares199.5K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.22%

Shares137.2K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-6.72%

Shares94.5K

Event2026-06-30

Filed2026-07-21

FTGC

FIRST TR EXCHANGE TRAD FD VI

2.19%

Shares1.2M

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

5.76%

Shares102.5K

Event2026-06-30

Filed2026-07-21

FBND

FIDELITY MERRIMACK STR TR

2.71%

Shares662.8K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MFG LTD

3.27%

Shares62.2K

Event2026-06-30

Filed2026-07-21

FTCB

FIRST TR EXCHANGE-TRADED FD

2.84%

Shares1.2M

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO.

-0.05%

Shares77.5K

Event2026-06-30

Filed2026-07-21

UCON

FIRST TR EXCHNG TRADED FD VI

3.92%

Shares872.9K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-0.23%

Shares17.9K

Event2026-06-30

Filed2026-07-21

IGIB

ISHARES TR

3.91%

Shares400.1K

Event2026-06-30

Filed2026-07-21

YLD

PRINCIPAL EXCHANGE TRADED FD

3.90%

Shares1.1M

Event2026-06-30

Filed2026-07-21

GSY

INVESCO ACTIVELY MANAGED EXC

3.89%

Shares419.1K

Event2026-06-30

Filed2026-07-21

FTSL

FIRST TR EXCHANGE-TRADED FD

4.80%

Shares469.3K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

New

Shares153.0K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

508.11%

Shares234.3K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-3.76%

Shares78.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

5.41%

Shares25.9K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

-0.30%

Shares247.1K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-2.76%

Shares32.4K

Event2026-06-30

Filed2026-07-21

PHYS

SPROTT PHYSICAL GOLD TR

3.54%

Shares583.1K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

2.86%

Shares117.7K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

0.91%

Shares113.8K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

6.16%

Shares142.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

2.21%

Shares46.6K

Event2026-06-30

Filed2026-07-21

SPDR S&P 500 ETF TR

-2.83%

Shares20.8K

Event2026-06-30

Filed2026-07-21

PDI

PIMCO DYNAMIC INCOME FD

49.63%

Shares927.5K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

3.72%

Shares38.9K

Event2026-06-30

Filed2026-07-21

JFR

NUVEEN FLOATING RATE INCOME

11.37%

Shares2.0M

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

29.43%

Shares29.3K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

6.00%

Shares70.8K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABS

-0.01%

Shares162.9K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

1.49%

Shares199.2K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

3.76%

Shares108.4K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

-1.29%

Shares46.1K

Event2026-06-30

Filed2026-07-21

URA

GLOBAL X FDS

3.99%

Shares300.9K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

3.86%

Shares536.7K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

0.34%

Shares36.2K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

2.64%

Shares34.1K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED

27.50%

Shares36.9K

Event2026-06-30

Filed2026-07-21

ARKB

ARK 21SHARES BITCOIN ETF

5.28%

Shares637.9K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

1.53%

Shares135.9K

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

3.95%

Shares86.1K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

4.53%

Shares138.7K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-22.22%

Shares61.4K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORP NEW

2.96%

Shares69.9K

Event2026-06-30

Filed2026-07-21

BIT

BLACKROCK MULTI SECTOR INC T

4.01%

Shares915.1K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

2.12%

Shares26.8K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-0.21%

Shares52.2K

Event2026-06-30

Filed2026-07-21

VISA INC

8.71%

Shares32.8K

Event2026-06-30

Filed2026-07-21

DTE

DTE ENERGY CO

4.55%

Shares73.4K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

3.66%

Shares263.9K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

3.24%

Shares86.7K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-2.41%

Shares10.3K

Event2026-06-30

Filed2026-07-21

PSLV

SPROTT PHYSICAL SILVER TR

5.81%

Shares576.7K

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

3.92%

Shares337.2K

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

6.15%

Shares186.5K

Event2026-06-30

Filed2026-07-21

OKE

ONEOK INC NEW

4.01%

Shares123.5K

Event2026-06-30

Filed2026-07-21

SJM

SMUCKER J M CO

5.66%

Shares95.1K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

6.96%

Shares24.9K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

1.39%

Shares38.1K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

3.95%

Shares30.4K

Event2026-06-30

Filed2026-07-21

KHC

KRAFT HEINZ CO

4.94%

Shares424.6K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

11.31%

Shares29.3K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

3.96%

Shares121.9K

Event2026-06-30

Filed2026-07-21

ZROZ

PIMCO ETF TR

3.24%

Shares154.3K

Event2026-06-30

Filed2026-07-21

REALTY INCOME CORP

6.44%

Shares157.6K

Event2026-06-30

Filed2026-07-21

MDY

SPDR S&P MIDCAP 400 ETF TR

-14.52%

Shares13.7K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

146.74%

Shares13.4K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

-2.05%

Shares81.8K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

303.94%

Shares76.4K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

2.27%

Shares34.1K

Event2026-06-30

Filed2026-07-21

PLD

PROLOGIS INC.

2.63%

Shares67.7K

Event2026-06-30

Filed2026-07-21

UGI

UGI CORP NEW

2.95%

Shares258.2K

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

2.57%

Shares9.0K

Event2026-06-30

Filed2026-07-21

AT&T INC

6.01%

Shares412.3K

Event2026-06-30

Filed2026-07-21

GIS

GENERAL MLS INC

10.33%

Shares239.8K

Event2026-06-30

Filed2026-07-21

CLX

CLOROX CO DEL

9.39%

Shares86.8K

Event2026-06-30

Filed2026-07-21

MLN

VANECK ETF TRUST

3.42%

Shares438.2K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

-0.71%

Shares109.0K

Event2026-06-30

Filed2026-07-21

JAVA

J P MORGAN EXCHANGE TRADED F

11.27%

Shares93.2K

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PL

-18.85%

Shares7.7K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

-8.29%

Shares14.7K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-2.32%

Shares59.7K

Event2026-06-30

Filed2026-07-21

BIL

SPDR SER TR

275.58%

Shares73.6K

Event2026-06-30

Filed2026-07-21

FBCG

FIDELITY COVINGTON TRUST

-10.70%

Shares105.0K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

5.10%

Shares35.5K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

3.03%

Shares11.9K

Event2026-06-30

Filed2026-07-21

HYD

VANECK ETF TRUST

0.27%

Shares115.5K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

0.03%

Shares42.5K

Event2026-06-30

Filed2026-07-21

DCOR

DIMENSIONAL ETF TRUST

6.16%

Shares71.3K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

4.08%

Shares111.4K

Event2026-06-30

Filed2026-07-21

ALPS ETF TR

0.14%

Shares109.3K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

9.57%

Shares7.5K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

0.47%

Shares23.4K

Event2026-06-30

Filed2026-07-21

IBMP

ISHARES TR

5.11%

Shares204.0K

Event2026-06-30

Filed2026-07-21

IBMO

ISHARES TR

6.06%

Shares201.2K

Event2026-06-30

Filed2026-07-21

BRTR

BLACKROCK ETF TRUST II

-4.33%

Shares101.3K

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC

0.05%

Shares30.4K

Event2026-06-30

Filed2026-07-21

IWY

ISHARES TR

-2.88%

Shares16.9K

Event2026-06-30

Filed2026-07-21

DFAX

DIMENSIONAL ETF TRUST

3.45%

Shares132.7K

Event2026-06-30

Filed2026-07-21

ABFL

TRIMTABS ETF TR

-17.06%

Shares56.6K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

-3.72%

Shares210.3K

Event2026-06-30

Filed2026-07-21

WMB

WILLIAMS COS INC

1694.03%

Shares63.8K

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

-38.83%

Shares89.2K

Event2026-06-30

Filed2026-07-21

COWZ

PACER FDS TR

98.87%

Shares75.4K

Event2026-06-30

Filed2026-07-21

PWRD

TCW ETF TRUST

-26.11%

Shares37.7K

Event2026-06-30

Filed2026-07-21

AB ACTIVE ETFS INC

23.89%

Shares88.3K

Event2026-06-30

Filed2026-07-21

IBMQ

ISHARES TR

10.12%

Shares179.5K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

5.27%

Shares26.9K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

1.40%

Shares12.3K

Event2026-06-30

Filed2026-07-21

IBMR

ISHARES TR

9.36%

Shares175.9K

Event2026-06-30

Filed2026-07-21

FMHI

FIRST TR EXCH TRADED FD III

0.00%

Shares92.0K

Event2026-06-30

Filed2026-07-21

DFLV

DIMENSIONAL ETF TRUST

4.11%

Shares111.9K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

-12.59%

Shares4.5K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

1622.96%

Shares10.4K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

9.63%

Shares9.7K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

-6.06%

Shares12.4K

Event2026-06-30

Filed2026-07-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

2.90%

Shares115.9K

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

-4.72%

Shares29.8K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

2.48%

Shares15.3K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

50.87%

Shares51.0K

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

5.20%

Shares9.6K

Event2026-06-30

Filed2026-07-21

CPRX

CATALYST PHARMACEUTICALS INC

0.00%

Shares118.4K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-4.11%

Shares13.2K

Event2026-06-30

Filed2026-07-21

POWERLAW CORP

New

Shares254.9K

Event2026-06-30

Filed2026-07-21

EVV

EATON VANCE LTD DURATION INC

-2.49%

Shares391.2K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

2.15%

Shares38.2K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

-2.24%

Shares5.7K

Event2026-06-30

Filed2026-07-21

NETFLIX INC

7.39%

Shares50.4K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

1.20%

Shares30.3K

Event2026-06-30

Filed2026-07-21

IEI

ISHARES TR

11.94%

Shares30.2K

Event2026-06-30

Filed2026-07-21

IRM

IRON MTN INC DEL

-6.41%

Shares28.0K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

-2.45%

Shares6.7K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

-12.58%

Shares10.8K

Event2026-06-30

Filed2026-07-21

PROCTER AND GAMBLE CO

0.92%

Shares23.0K

Event2026-06-30

Filed2026-07-21

COSTCO WHSL CORP NEW

-2.06%

Shares3.6K

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

701.12%

Shares13.5K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-15.15%

Shares8.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

13.11%

Shares34.1K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

-47.34%

Shares2.8K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

72.63%

Shares4.6K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

-8.64%

Shares3.1K

Event2026-06-30

Filed2026-07-21

QGRO

AMERICAN CENTY ETF TR

-0.97%

Shares26.8K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

-1.35%

Shares32.9K

Event2026-06-30

Filed2026-07-21

XP INC

New

Shares192.6K

Event2026-06-30

Filed2026-07-21

TDG

TRANSDIGM GROUP INC

1.74%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VANECK ETF TRUST

1.46%

Shares41.4K

Event2026-06-30

Filed2026-07-21

SPSM

SPDR SER TR

-11.80%

Shares53.8K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-21

DRSK

ETF SER SOLUTIONS

11.38%

Shares103.9K

Event2026-06-30

Filed2026-07-21

ACIO

ETF SER SOLUTIONS

7.93%

Shares64.4K

Event2026-06-30

Filed2026-07-21

RQI

COHEN & STEERS QUALITY INCOM

-20.23%

Shares241.2K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

10.57%

Shares12.2K

Event2026-06-30

Filed2026-07-21

ORLY

OREILLY AUTOMOTIVE INC

4.92%

Shares31.7K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

-0.02%

Shares13.2K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

-0.65%

Shares38.5K

Event2026-06-30

Filed2026-07-21

TTE

TOTALENERGIES SE

1.01%

Shares35.0K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

-0.85%

Shares45.3K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.73%

Shares16.2K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

27.89%

Shares52.2K

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC

1.83%

Shares12.3K

Event2026-06-30

Filed2026-07-21

BSX

BOSTON SCIENTIFIC CORP

2.39%

Shares59.8K

Event2026-06-30

Filed2026-07-21

ISHARES TR

1.51%

Shares25.6K

Event2026-06-30

Filed2026-07-21

TLH

ISHARES TR

-5.85%

Shares25.0K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

12.32%

Shares29.0K

Event2026-06-30

Filed2026-07-21

ASML

ASML HOLDING N V

15.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

QTEC

FIRST TR NASDAQ 100 TECH IND

313.45%

Shares7.1K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SERVICE INC

-0.73%

Shares21.9K

Event2026-06-30

Filed2026-07-21

INTU

INTUIT

-0.61%

Shares9.0K

Event2026-06-30

Filed2026-07-21

SOXX

ISHARES TR

1.04%

Shares3.6K

Event2026-06-30

Filed2026-07-21

FDVV

FIDELITY COVINGTON TRUST

28.15%

Shares38.0K

Event2026-06-30

Filed2026-07-21

FTXL

FIRST TR EXCHANGE TRADED FD

-30.89%

Shares8.0K

Event2026-06-30

Filed2026-07-21

SOUTHSTATE BK CORP

0.17%

Shares22.1K

Event2026-06-30

Filed2026-07-21

INMU

BLACKROCK ETF TRUST II

3.43%

Shares91.0K

Event2026-06-30

Filed2026-07-21

SMLF

ISHARES TR

6.13%

Shares24.7K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

0.71%

Shares26.3K

Event2026-06-30

Filed2026-07-21

CGCP

CAPITAL GRP FIXED INCM ETF T

5.72%

Shares96.4K

Event2026-06-30

Filed2026-07-21

FBT

FIRST TR EXCHANGE-TRADED FD

12.82%

Shares8.5K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

4.13%

Shares10.8K

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

154.31%

Shares16.2K

Event2026-06-30

Filed2026-07-21

AVK

ADVENT CONV & INCOME FD

0.00%

Shares153.1K

Event2026-06-30

Filed2026-07-21

JIRE

J P MORGAN EXCHANGE TRADED F

5.64%

Shares23.8K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR

37.32%

Shares42.4K

Event2026-06-30

Filed2026-07-21

FXO

FIRST TR EXCHANGE TRADED FD

17.03%

Shares31.2K

Event2026-06-30

Filed2026-07-21

CASY

CASEYS GEN STORES INC

-10.80%

Shares2.4K

Event2026-06-30

Filed2026-07-21

BAC

BANK AMERICA CORP

1.08%

Shares34.1K

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

78.50%

Shares6.4K

Event2026-06-30

Filed2026-07-21

FXU

FIRST TR EXCHANGE TRADED FD

10.49%

Shares38.6K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-9.35%

Shares3.3K

Event2026-06-30

Filed2026-07-21

PAVE

GLOBAL X FDS

13.19%

Shares31.4K

Event2026-06-30

Filed2026-07-21

PFFD

GLOBAL X FDS

0.57%

Shares98.7K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

-2.82%

Shares13.5K

Event2026-06-30

Filed2026-07-21

BP PLC

1.01%

Shares49.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

298.96%

Shares22.7K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

-45.66%

Shares5.3K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

2.78%

Shares26.0K

Event2026-06-30

Filed2026-07-21

HELO

J P MORGAN EXCHANGE TRADED F

5.00%

Shares26.2K

Event2026-06-30

Filed2026-07-21

TORONTO DOMINION BK ONT

-2.06%

Shares14.5K

Event2026-06-30

Filed2026-07-21

IEF

ISHARES TR

New

Shares18.6K

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE IN

10.52%

Shares14.1K

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

5.16%

Shares2.6K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-1.79%

Shares4.6K

Event2026-06-30

Filed2026-07-21

DFGR

DIMENSIONAL ETF TRUST

4.85%

Shares58.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.62%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

4.01%

Shares7.8K

Event2026-06-30

Filed2026-07-21

FANG

DIAMONDBACK ENERGY INC

373.32%

Shares9.4K

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

-21.83%

Shares6.6K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

19.62%

Shares18.0K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

0.53%

Shares22.4K

Event2026-06-30

Filed2026-07-21

GBTC

GRAYSCALE BITCOIN TR BTC

-0.76%

Shares35.1K

Event2026-06-30

Filed2026-07-21

FYX

FIRST TR SML CP CORE ALPHA F

-0.61%

Shares11.0K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

-0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares8.9K

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

0.61%

Shares4.1K

Event2026-06-30

Filed2026-07-21

ITA

ISHARES TR

4.33%

Shares6.0K

Event2026-06-30

Filed2026-07-21

XAR

SPDR SER TR

0.18%

Shares5.1K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

29.08%

Shares13.3K

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC

-0.80%

Shares2.8K

Event2026-06-30

Filed2026-07-21

BXSL

BLACKSTONE SECD LENDING FD

-3.11%

Shares58.1K

Event2026-06-30

Filed2026-07-21

HYG

ISHARES TR

73.09%

Shares17.1K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

-0.18%

Shares13.1K

Event2026-06-30

Filed2026-07-21

ABLD

ABACUS FCF ETF TR

8.55%

Shares44.0K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

8.04%

Shares3.2K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

-13.75%

Shares23.2K

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

New

Shares6.8K

Event2026-06-30

Filed2026-07-21

OEF

ISHARES TR

2.02%

Shares3.5K

Event2026-06-30

Filed2026-07-21

RJF

RAYMOND JAMES FINL INC

0.38%

Shares8.4K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

398.14%

Shares14.4K

Event2026-06-30

Filed2026-07-21

WTV

WISDOMTREE TR

New

Shares12.1K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES TR

1.64%

Shares12.8K

Event2026-06-30

Filed2026-07-21

HGER

HARBOR ETF TRUST

3.52%

Shares40.8K

Event2026-06-30

Filed2026-07-21

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares32.7K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO CO NEW

1.29%

Shares14.4K

Event2026-06-30

Filed2026-07-21

CZFS

CITIZENS FINL SVCS INC

0.54%

Shares16.4K

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

-0.70%

Shares3.7K

Event2026-06-30

Filed2026-07-21

UTF

COHEN & STEERS INFRASTRUCTUR

0.00%

Shares41.9K

Event2026-06-30

Filed2026-07-21

PIZ

INVESCO EXCH TRADED FD TR II

-1.35%

Shares20.6K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

46.09%

Shares7.7K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

0.05%

Shares14.7K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

0.77%

Shares12.3K

Event2026-06-30

Filed2026-07-21

FDIG

FIDELITY COVINGTON TRUST

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

13.79%

Shares5.1K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

4.19%

Shares946

Event2026-06-30

Filed2026-07-21

JBL

JABIL INC

-21.49%

Shares2.9K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

0.07%

Shares14.6K

Event2026-06-30

Filed2026-07-21

BRO

BROWN & BROWN INC

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-21

TLT

ISHARES TR

149.91%

Shares12.5K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-3.34%

Shares5.9K

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

122.19%

Shares11.9K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.21%

Shares4.8K

Event2026-06-30

Filed2026-07-21

IBMS

ISHARES TR

61.13%

Shares39.7K

Event2026-06-30

Filed2026-07-21

FTLS

FIRST TR EXCH TRADED FD III

3.43%

Shares13.8K

Event2026-06-30

Filed2026-07-21

CGSD

CAPITAL GRP FIXED INCM ETF T

4.51%

Shares39.4K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

-14.31%

Shares1.3K

Event2026-06-30

Filed2026-07-21

IYK

ISHARES TR

-16.31%

Shares13.7K

Event2026-06-30

Filed2026-07-21

FIX

COMFORT SYS USA INC

1.64%

Shares497

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

-10.22%

Shares26.7K

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

-0.44%

Shares5.9K

Event2026-06-30

Filed2026-07-21

FDT

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-21

IYG

ISHARES TR

-34.89%

Shares10.5K

Event2026-06-30

Filed2026-07-21

DLR

DIGITAL RLTY TR INC

-1.83%

Shares5.2K

Event2026-06-30

Filed2026-07-21

MDYG

SPDR SER TR

-2.29%

Shares8.2K

Event2026-06-30

Filed2026-07-21

FMDE

FIDELITY COVINGTON TRUST

-0.03%

Shares22.6K

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

3.72%

Shares2.7K

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

-0.31%

Shares14.8K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

0.52%

Shares3.3K

Event2026-06-30

Filed2026-07-21

AIQ

GLOBAL X FDS

125.32%

Shares13.4K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

-0.44%

Shares6.1K

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-21

JMST

J P MORGAN EXCHANGE TRADED F

-0.80%

Shares16.6K

Event2026-06-30

Filed2026-07-21

HQH

ABRDN HEALTHCARE INVESTORS

0.00%

Shares38.3K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

13.44%

Shares2.8K

Event2026-06-30

Filed2026-07-21

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-21

PMAR

INNOVATOR ETFS TRUST

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-21

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares70.0K

Event2026-06-30

Filed2026-07-21

DFSV

DIMENSIONAL ETF TRUST

-0.02%

Shares21.5K

Event2026-06-30

Filed2026-07-21

IBMT

ISHARES TR

129.02%

Shares32.1K

Event2026-06-30

Filed2026-07-21

TLTD

FLEXSHARES TR

-0.07%

Shares8.3K

Event2026-06-30

Filed2026-07-21

PVAL

PUTNAM ETF TRUST

-0.03%

Shares16.0K

Event2026-06-30

Filed2026-07-21

VLUE

ISHARES TR

3.35%

Shares4.0K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

2.48%

Shares8.3K

Event2026-06-30

Filed2026-07-21

TFC

TRUIST FINL CORP

-6.10%

Shares15.9K

Event2026-06-30

Filed2026-07-21

SLDE

SLIDE INS HLDGS INC

0.00%

Shares39.7K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

3.43%

Shares22.0K

Event2026-06-30

Filed2026-07-21

FIXD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC

15.13%

Shares7.6K

Event2026-06-30

Filed2026-07-21

BANK NEW YORK MELLON CORP

25.25%

Shares5.2K

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC

-1.04%

Shares1.6K

Event2026-06-30

Filed2026-07-21

JSMD

JANUS DETROIT STR TR

77.10%

Shares7.3K

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-07-21

FITB

FIFTH THIRD BANCORP

-0.16%

Shares13.0K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

8.70%

Shares7.5K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

16.04%

Shares13.6K

Event2026-06-30

Filed2026-07-21

3M CO

-31.33%

Shares4.4K

Event2026-06-30

Filed2026-07-21

VONV

VANGUARD SCOTTSDALE FDS

2.68%

Shares6.6K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

1.17%

Shares1.9K

Event2026-06-30

Filed2026-07-21

NVS

NOVARTIS AG

-3.36%

Shares4.5K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TR EXCHANGE-TRADED FD

15.70%

Shares8.5K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

-1.84%

Shares907

Event2026-06-30

Filed2026-07-21

NMAR

INNOVATOR ETFS TRUST

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

6.90%

Shares6.6K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

1.47%

Shares6.1K

Event2026-06-30

Filed2026-07-21

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

-3.78%

Shares3.6K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

1.08%

Shares6.5K

Event2026-06-30

Filed2026-07-21

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

JAAA

JANUS DETROIT STR TR

44.23%

Shares12.9K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

43.11%

Shares4.5K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-9.79%

Shares1.9K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

-1.02%

Shares1.7K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.49%

Shares12.9K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP

5.99%

Shares1.2K

Event2026-06-30

Filed2026-07-21

BTC

GRAYSCALE BITCOIN MINI TR ET

-7.26%

Shares23.6K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

-2.28%

Shares2.7K

Event2026-06-30

Filed2026-07-21

FIRST TR EXCHANGE-TRADED FD

-1.17%

Shares7.9K

Event2026-06-30

Filed2026-07-21

BIBL

NORTHERN LTS FD TR IV

6.35%

Shares10.3K

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.82%

Shares7.3K

Event2026-06-30

Filed2026-07-21

IBD

NORTHERN LTS FD TR IV

1.95%

Shares24.9K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

-4.86%

Shares2.5K

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED F

34.72%

Shares9.5K

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

0.11%

Shares5.2K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-6.02%

Shares7.3K

Event2026-06-30

Filed2026-07-21

FXL

FIRST TR EXCHANGE TRADED FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEM INC

0.99%

Shares1.5K

Event2026-06-30

Filed2026-07-21

FGD

FIRST TR EXCHANGE-TRADED FD

9.47%

Shares17.9K

Event2026-06-30

Filed2026-07-21

TETH

21SHARES ETHEREUM ETF

-3.59%

Shares72.7K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

22.53%

Shares3.6K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORPORATION

-1.03%

Shares3.0K

Event2026-06-30

Filed2026-07-21

REET

ISHARES TR

-0.02%

Shares20.5K

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP

-5.47%

Shares1.2K

Event2026-06-30

Filed2026-07-21

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares26.5K

Event2026-06-30

Filed2026-07-21

NTRS

NORTHERN TR CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC

1.03%

Shares4.6K

Event2026-06-30

Filed2026-07-21

VMI

VALMONT INDS INC

1.74%

Shares938

Event2026-06-30

Filed2026-07-21

CGCV

CAPITAL GROUP CONSERVATIVE E

-0.02%

Shares16.5K

Event2026-06-30

Filed2026-07-21

FICO

FAIR ISAAC CORP

-0.88%

Shares451

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

-1.81%

Shares3.2K

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

0.67%

Shares5.1K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.18%

Shares5.6K

Event2026-06-30

Filed2026-07-21

PFF

ISHARES TR

0.78%

Shares16.8K

Event2026-06-30

Filed2026-07-21

FLJP

FRANKLIN TEMPLETON ETF TR

New

Shares12.6K

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP COM

8.67%

Shares4.5K

Event2026-06-30

Filed2026-07-21

ALL

ALLSTATE CORP

-3.92%

Shares2.1K

Event2026-06-30

Filed2026-07-21

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-21

ENERGY TRANSFER L P

-0.42%

Shares25.7K

Event2026-06-30

Filed2026-07-21

IGSB

ISHARES TR

-10.87%

Shares9.3K

Event2026-06-30

Filed2026-07-21

RDVI

FIRST TR EXCHANGE-TRADED FD

41.75%

Shares16.6K

Event2026-06-30

Filed2026-07-21

SIVR

ABRDN SILVER ETF TRUST

-10.44%

Shares8.6K

Event2026-06-30

Filed2026-07-21

CME

CME GROUP INC

-3.13%

Shares2.2K

Event2026-06-30

Filed2026-07-21

EGP

EASTGROUP PPTYS INC

7.06%

Shares2.4K

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

-0.30%

Shares5.7K

Event2026-06-30

Filed2026-07-21

JOHNSON CTLS INTL PLC

23.23%

Shares3.2K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

5.28%

Shares1.7K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-21

DEA

EASTERLY GOVT PPTYS INC

0.87%

Shares18.0K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

6.96%

Shares2.8K

Event2026-06-30

Filed2026-07-21

NTLA

INTELLIA THERAPEUTICS INC

10.29%

Shares25.4K

Event2026-06-30

Filed2026-07-21

FTHI

FIRST TR EXCHANGE-TRADED FD

17.64%

Shares17.8K

Event2026-06-30

Filed2026-07-21

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-21

SPEM

SPDR INDEX SHS FDS

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-21

VONG

VANGUARD SCOTTSDALE FDS

New

Shares3.3K

Event2026-06-30

Filed2026-07-21

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares676

Event2026-06-30

Filed2026-07-21

VFH

VANGUARD WORLD FD

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-21

FPE

FIRST TR EXCH TRADED FD III

0.50%

Shares23.4K

Event2026-06-30

Filed2026-07-21

CRWV

COREWEAVE INC

2.54%

Shares4.2K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-21.37%

Shares3.3K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

-6.23%

Shares828

Event2026-06-30

Filed2026-07-21

FDEM

FIDELITY COVINGTON TRUST

-0.03%

Shares11.4K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

-24.93%

Shares1.6K

Event2026-06-30

Filed2026-07-21

REGL

PROSHARES TR

-0.49%

Shares4.5K

Event2026-06-30

Filed2026-07-21

EIS

ISHARES INC

-1.21%

Shares3.4K

Event2026-06-30

Filed2026-07-21

ATEC

ALPHATEC HLDGS INC

0.00%

Shares46.8K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

31.73%

Shares3.2K

Event2026-06-30

Filed2026-07-21

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

SCCO

SOUTHERN COPPER CORP

1.07%

Shares2.3K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

New

Shares5.4K

Event2026-06-30

Filed2026-07-21

PAYX

PAYCHEX INC

0.02%

Shares4.0K

Event2026-06-30

Filed2026-07-21

PMO

PUTNAM MUN OPPORTUNITIES TR

30.95%

Shares37.4K

Event2026-06-30

Filed2026-07-21

ETHE

GRAYSCALE ETHEREUM TRUST ETF

-0.49%

Shares30.6K

Event2026-06-30

Filed2026-07-21

HUM

HUMANA INC

New

Shares982

Event2026-06-30

Filed2026-07-21

EFX

EQUIFAX INC

-0.20%

Shares2.4K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

-1.19%

Shares1.1K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODS & CHEMS INC

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-21

CRSP

CRISPR THERAPEUTICS AG

21.93%

Shares7.0K

Event2026-06-30

Filed2026-07-21

IVLU

ISHARES TR

33.79%

Shares9.1K

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

1.24%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SRE

SEMPRA

-1.45%

Shares4.0K

Event2026-06-30

Filed2026-07-21

EWO

ISHARES INC

-1.30%

Shares8.8K

Event2026-06-30

Filed2026-07-21

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SYSB

ISHARES TR

-28.58%

Shares4.1K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-0.99%

Shares5.0K

Event2026-06-30

Filed2026-07-21

OMC

OMNICOM GROUP INC

2.41%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IWX

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC DEL

-32.15%

Shares3.8K

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

4.76%

Shares3.5K

Event2026-06-30

Filed2026-07-21

BLOK

AMPLIFY ETF TR

2.96%

Shares5.7K

Event2026-06-30

Filed2026-07-21

EWI

ISHARES INC

-1.22%

Shares6.0K

Event2026-06-30

Filed2026-07-21

SHOP

SHOPIFY INC

41.82%

Shares3.1K

Event2026-06-30

Filed2026-07-21

CINF

CINCINNATI FINL CORP

-2.92%

Shares1.9K

Event2026-06-30

Filed2026-07-21

EWP

ISHARES INC

-1.36%

Shares5.9K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

708.03%

Shares2.9K

Event2026-06-30

Filed2026-07-21

TEMPUS AI INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-21

TGT

TARGET CORP

2.23%

Shares2.7K

Event2026-06-30

Filed2026-07-21

EYPT

EYEPOINT PHARMACEUTICALS INC

3.20%

Shares24.2K

Event2026-06-30

Filed2026-07-21

KMAR

INNOVATOR ETFS TRUST

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

NOBL

PROSHARES TR

97.98%

Shares6.1K

Event2026-06-30

Filed2026-07-21

CF INDS HLDGS INC

-0.16%

Shares3.1K

Event2026-06-30

Filed2026-07-21

GSLC

GOLDMAN SACHS ETF TR

-0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-21

GLRY

NORTHERN LTS FD TR IV

2.01%

Shares7.8K

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL ETF TRUST

0.31%

Shares6.1K

Event2026-06-30

Filed2026-07-21

HSIC

HENRY SCHEIN INC

-0.47%

Shares4.0K

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

6.80%

Shares1.5K

Event2026-06-30

Filed2026-07-21

FTNT

FORTINET INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares7.0K

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

New

Shares3.6K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

29.13%

Shares6.0K

Event2026-06-30

Filed2026-07-21

FQAL

FIDELITY COVINGTON TRUST

-16.46%

Shares4.0K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

26.70%

Shares4.1K

Event2026-06-30

Filed2026-07-21

NXP SEMICONDUCTORS N V

0.54%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares3.8K

Event2026-06-30

Filed2026-07-21

ADOBE INC

-2.82%

Shares1.5K

Event2026-06-30

Filed2026-07-21

VPU

VANGUARD WORLD FD

3.56%

Shares1.6K

Event2026-06-30

Filed2026-07-21

IDEXX LABS INC

-0.86%

Shares576

Event2026-06-30

Filed2026-07-21

EWH

ISHARES INC

-1.35%

Shares14.4K

Event2026-06-30

Filed2026-07-21

JMUB

J P MORGAN EXCHANGE TRADED F

38.87%

Shares5.9K

Event2026-06-30

Filed2026-07-21

STIP

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

APPLOVIN CORP

1.24%

Shares573

Event2026-06-30

Filed2026-07-21

FVD

FIRST TR VALUE LINE DIVID IN

0.59%

Shares6.1K

Event2026-06-30

Filed2026-07-21

IWS

ISHARES TR

26.55%

Shares1.8K

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP

-0.91%

Shares3.5K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

-27.42%

Shares1.7K

Event2026-06-30

Filed2026-07-21

RALPH LAUREN CORP

2.57%

Shares719

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

18.64%

Shares2.9K

Event2026-06-30

Filed2026-07-21

IDE

VOYA INFRASTRUCTURE INDLS &

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-21

FDL

FIRST TR MORNINGSTAR DIVID L

-0.12%

Shares5.7K

Event2026-06-30

Filed2026-07-21

SIL

GLOBAL X FDS

6.74%

Shares3.6K

Event2026-06-30

Filed2026-07-21

MUNI

PIMCO ETF TR

0.52%

Shares5.3K

Event2026-06-30

Filed2026-07-21

ETF SER SOLUTIONS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares909

Event2026-06-30

Filed2026-07-21

ETF SER SOLUTIONS

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

ETF SER SOLUTIONS

New

Shares10.0K

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TR

4.94%

Shares2.5K

Event2026-06-30

Filed2026-07-21

BBH

VANECK ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

RNEM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-21

SPLV

INVESCO EXCH TRADED FD TR II

1.10%

Shares3.5K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

-2.95%

Shares4.5K

Event2026-06-30

Filed2026-07-21

OSCV

ETF SER SOLUTIONS

New

Shares6.1K

Event2026-06-30

Filed2026-07-21

QQEW

FIRST TR NAS100 EQ WEIGHTED

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

CURTISS WRIGHT CORP

-11.50%

Shares331

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares225.3K

Event2026-06-30

Filed2026-07-21

EWX

SPDR INDEX SHS FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR

9.41%

Shares5.5K

Event2026-06-30

Filed2026-07-21

XEL

XCEL ENERGY INC

-4.14%

Shares3.1K

Event2026-06-30

Filed2026-07-21

MICROSTRATEGY INC

-6.18%

Shares2.8K

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares8.6K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

AIFD

TCW ETF TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP NEW

-0.68%

Shares1.5K

Event2026-06-30

Filed2026-07-21

REGIONS FINANCIAL CORP NEW

New

Shares7.9K

Event2026-06-30

Filed2026-07-21

SNPE

DBX ETF TR

0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

CALF

PACER FDS TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW

-0.18%

Shares9.5K

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC

0.75%

Shares8.7K

Event2026-06-30

Filed2026-07-21

ELCV

STRATEGY SHS

New

Shares6.9K

Event2026-06-30

Filed2026-07-21

CTAS

CINTAS CORP

-2.84%

Shares1.3K

Event2026-06-30

Filed2026-07-21

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

XSOE

WISDOMTREE TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-21

NBIS

NEBIUS GROUP N.V.

New

Shares810

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

-1.24%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PTNQ

PACER FDS TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

OWL

BLUE OWL CAPITAL INC

26.96%

Shares25.3K

Event2026-06-30

Filed2026-07-21

CSL

CARLISLE COS INC

New

Shares609

Event2026-06-30

Filed2026-07-21

DIVB

ISHARES TR

New

Shares3.6K

Event2026-06-30

Filed2026-07-21

EMB

ISHARES TR

-54.56%

Shares2.2K

Event2026-06-30

Filed2026-07-21

IQLT

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-21

JSI

JANUS DETROIT STR TR

6.56%

Shares4.2K

Event2026-06-30

Filed2026-07-21

ELECTRONIC ARTS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

HUBB

HUBBELL INC

New

Shares411

Event2026-06-30

Filed2026-07-21

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

RBLX

ROBLOX CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-21

CPNJ

CALAMOS ETF TR

1.18%

Shares7.7K

Event2026-06-30

Filed2026-07-21

VDE

VANGUARD WORLD FD

2.46%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GNMA

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-21

MKL

MARKEL GROUP INC

New

Shares106

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

VRSK

VERISK ANALYTICS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available