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The Analysis of Hanson & Doremus Investment Management's Holdings & P&L

Currently, Hanson & Doremus Investment Management holds 484 types of securities in its portfolio with a total value $982.7K. In the most recent quarter, they have increased their positions in VGIT (+104.9K shares, valued at $6.2K), IVE (+17.1K shares, valued at $3.9K), VCIT (+42.3K shares, valued at $3.5K); decreased their positions in VEA (-49.4K shares, valued at $3.5K), TSLA (-7.6K shares, valued at $3.2K), TSM (-5.3K shares, valued at $2.5K); initiated new positions in IVE (+17.1K shares, valued at $3.9K), IVW (+18.6K shares, valued at $2.6K), N/A (+7.2K shares, valued at $1.6K).

1M P&L

-10.8M-1.25%

3M P&L

+15.2M+1.82%

HY P&L

+70.9M+9.08%

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/A560.0K

64.4%

2Semiconductors39.8K

4.6%

3Electronic Components32.9K

3.8%

Top Industries by Stock Count

1N/A147 stocks

34.7%

2Specialty Industrial Machinery12 stocks

2.8%

3Banks - Regional11 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB Schwab U.S. Broad Market ETF7.0M shares-0.08%2026-06-302026-07-29

VGIT Vanguard Intermediate Treasury ETF1.3M shares8.86%2026-06-302026-07-29

VCIT Vanguard Intermediate Corporate ETF661.0K shares6.84%2026-06-302026-07-29

VEA Vanguard Developed Market ETF762.5K shares-6.08%2026-06-302026-07-29

TSM Taiwan Semiconductor ADR73.5K shares-6.73%2026-06-302026-07-29

GLW Corning128.1K shares-6.97%2026-06-302026-07-29

Seagate Technology PLC Seagate Technology PLC31.5K shares-5.34%2026-06-302026-07-29

VWO Vanguard Emerging Market ETF505.8K shares1.44%2026-06-302026-07-29

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ESGV Vanguard ESG US Stock ETF227.6K shares-0.09%2026-06-302026-07-29

VSGX Vanguard ESG International Stock ETF238.8K shares-2.77%2026-06-302026-07-29

MSFT Microsoft46.3K shares-2.85%2026-06-302026-07-29

SCHF Schwab Int'l Equity ETF620.3K shares-0.25%2026-06-302026-07-29

VCEB Vanguard ESG US Corporate Bond ETF223.5K shares5.47%2026-06-302026-07-29

AAPL Apple Inc.46.7K shares-6.56%2026-06-302026-07-29

VTEB Vanguard Tax-Exempt Bond ETF244.2K shares5.59%2026-06-302026-07-29

SCHW The Charles Schwab Corp.122.8K shares-3.00%2026-06-302026-07-29

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GOOGL Alphabet, Inc. Cl A31.1K shares-4.05%2026-06-302026-07-29

BRK.B Berkshire Hathaway Cl B19.3K shares-1.29%2026-06-302026-07-29

Costco Costco10.1K shares-8.34%2026-06-302026-07-29

GOOG Alphabet, Inc Cl C26.4K shares-5.78%2026-06-302026-07-29

CAT Caterpillar7.5K shares-0.98%2026-06-302026-07-29

Visa Inc Visa Inc21.7K shares-0.22%2026-06-302026-07-29

MRK Merck56.1K shares-4.81%2026-06-302026-07-29

IBM IBM Corp.25.5K shares-1.16%2026-06-302026-07-29

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Chubb Limited Chubb Limited18.9K shares-2.05%2026-06-302026-07-29

TRMK Trustmark Corp.139.4K shares0.00%2026-06-302026-07-29

Cisco Systems, Inc. Cisco Systems, Inc.53.8K shares-7.48%2026-06-302026-07-29

IWD iShares Russell 1000 Val ETF25.7K shares0.08%2026-06-302026-07-29

AMZN Amazon.Com25.5K shares-8.26%2026-06-302026-07-29

JP Morgan Chase & Co JP Morgan Chase & Co17.8K shares-0.73%2026-06-302026-07-29

Broadcom Ltd Broadcom Ltd15.4K shares5.18%2026-06-302026-07-29

Vanguard Total Stk Mkt ETF Vanguard Total Stk Mkt ETF14.4K shares-11.32%2026-06-302026-07-29

Sponsored

NI Nisource Inc.97.9K shares-3.03%2026-06-302026-07-29

LLY Eli Lilly & Co.3.7K shares-0.27%2026-06-302026-07-29

AbbVie Inc. AbbVie Inc.16.6K shares5.62%2026-06-302026-07-29

JNJ Johnson & Johnson16.3K shares2.92%2026-06-302026-07-29

AMGN Amgen Incorporated10.9K shares-2.40%2026-06-302026-07-29

IVE iShares S&P 500 Value Indx ETF17.1K sharesnew addition2026-06-302026-07-29

Medtronic Inc. Medtronic Inc.48.6K shares-3.40%2026-06-302026-07-29

SLB Schlumberger Limited80.3K shares-1.39%2026-06-302026-07-29

Sponsored

VLO Valero Energy14.3K shares-0.27%2026-06-302026-07-29

KO Coca-Cola Co44.2K shares-3.02%2026-06-302026-07-29

Exxon Mobil Corporation Exxon Mobil Corporation26.1K shares-8.96%2026-06-302026-07-29

BA Boeing Co.16.4K shares-3.42%2026-06-302026-07-29

MUNI PIMCO Intermediate Muni Bond ETF63.5K shares-0.81%2026-06-302026-07-29

GLD SPDR Gold Trust ETF8.5K shares-2.78%2026-06-302026-07-29

PG Procter & Gamble21.2K shares-1.65%2026-06-302026-07-29

IQV IQVIA Holdings Inc.15.4K shares9.45%2026-06-302026-07-29

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Waste Management Inc Waste Management Inc12.3K shares35.95%2026-06-302026-07-29

M K S Instruments Inc. M K S Instruments Inc.5.9K shares-13.42%2026-06-302026-07-29

IVW iShares S&P 500 Growth ETF18.6K sharesnew addition2026-06-302026-07-29

AMKR Amkor Technology Inc29.6K shares-1.48%2026-06-302026-07-29

INTC Intel Corp.18.2K shares-7.60%2026-06-302026-07-29

XYL Xylem Inc21.4K shares13.75%2026-06-302026-07-29

GE GE Aerospace6.7K shares-4.60%2026-06-302026-07-29

FSLR First Solar Inc10.6K shares1.22%2026-06-302026-07-29

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VUG Vanguard Growth ETF28.6K shares484.43%2026-06-302026-07-29

EMR Emerson Electric Co.16.8K shares-7.69%2026-06-302026-07-29

VOO Vanguard 500 ETF3.5K shares-0.06%2026-06-302026-07-29

IOT Samsara Inc.72.7K shares-2.00%2026-06-302026-07-29

IWM Ishares Trust Russell 2000 Indx ETF7.8K shares508.33%2026-06-302026-07-29

WMT Wal-Mart Stores20.4K shares-11.76%2026-06-302026-07-29

ABT Abbott Laboratories25.2K shares-0.78%2026-06-302026-07-29

iShares S&P 500 Index ETF iShares S&P 500 Index ETF3.0K shares840.99%2026-06-302026-07-29

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ISRG Intuitive Surgical5.5K shares3.83%2026-06-302026-07-29

ATR AptarGroup, Inc17.3K shares-1.62%2026-06-302026-07-29

YUMC Yum China Hldgs Inc Com50.8K shares-2.30%2026-06-302026-07-29

Vaneck Vectors Gold Miners ETF Vaneck Vectors Gold Miners ETF26.1K shares0.00%2026-06-302026-07-29

SPDR S&P 500 ETF SPDR S&P 500 ETF2.4K shares-34.11%2026-06-302026-07-29

NSC Norfolk Southern5.6K shares0.00%2026-06-302026-07-29

DUK Duke Energy Corporation13.9K shares-7.00%2026-06-302026-07-29

TD Toronto-Dominion Bank14.4K shares-16.89%2026-06-302026-07-29

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ROP Roper Industries Inc5.1K shares-0.72%2026-06-302026-07-29

HON Honeywell International7.3K shares-51.40%2026-06-302026-07-29

CATH Global X S&P 500 Catholic Values ETF18.2K shares98.35%2026-06-302026-07-29

Honeywell Aerospace Inc. Honeywell Aerospace Inc.7.2K sharesnew addition2026-06-302026-07-29

SPYX SPDR S&P 500 Fossil Fl Fr ETF25.3K shares-0.77%2026-06-302026-07-29

DOV Dover Corporation6.8K shares0.00%2026-06-302026-07-29

AMT American Tower REIT9.2K shares21.16%2026-06-302026-07-29

MCK McKesson Corp.2.0K shares0.00%2026-06-302026-07-29

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The Travelers Companies Inc. The Travelers Companies Inc.4.3K shares2.36%2026-06-302026-07-29

CHE Chemed Corp.3.1K shares-1.03%2026-06-302026-07-29

AXP American Express Company3.9K shares0.00%2026-06-302026-07-29

MCD McDonald's Corp4.6K shares-1.17%2026-06-302026-07-29

PCOR Procore Technologies, Inc.30.1K shares-0.13%2026-06-302026-07-29

Royal Caribbean Cruises Royal Caribbean Cruises3.8K sharesnew addition2026-06-302026-07-29

DE Deere & Company1.9K shares-0.16%2026-06-302026-07-29

CSX CSX Corp24.7K shares-2.96%2026-06-302026-07-29

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MDY SPDR S&P Mid Cap 400 ETF1.7K shares2313.04%2026-06-302026-07-29

GEV GE Vernova Inc.960 shares-9.26%2026-06-302026-07-29

AstraZeneca PLC AstraZeneca PLC5.9K shares-1.55%2026-06-302026-07-29

SONY Sony Group Corp55.4K shares0.00%2026-06-302026-07-29

NVDA Nvidia Corp5.4K shares-44.27%2026-06-302026-07-29

FDX Fedex Corporation3.4K shares0.00%2026-06-302026-07-29

BMY Bristol Myers18.2K shares-7.02%2026-06-302026-07-29

GNRC Generac Holdings Inc3.6K shares-12.21%2026-06-302026-07-29

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DIS Walt Disney Hldg10.6K shares-8.12%2026-06-302026-07-29

VZ Verizon Communications Inc.23.4K shares-10.87%2026-06-302026-07-29

CVX Chevron Corp.5.9K shares-11.03%2026-06-302026-07-29

IAU Ishares Gold ETF12.9K shares1.88%2026-06-302026-07-29

MTB M&T Bank Corp4.0K shares-8.93%2026-06-302026-07-29

XLK Sector SPDR Tech Select Shares5.0K shares-0.52%2026-06-302026-07-29

PEP Pepsico, Inc.7.0K shares-4.78%2026-06-302026-07-29

HD Home Depot2.6K shares0.00%2026-06-302026-07-29

Sponsored

EWBC East West Bancorp7.1K shares-10.36%2026-06-302026-07-29

Brookfield Renewable Corp Ordinary Shares - Class Brookfield Renewable Corp Ordinary Shares - Class23.3K shares5.24%2026-06-302026-07-29

ETN Eaton Corp.2.0K shares-0.59%2026-06-302026-07-29

PFE Pfizer Inc.35.4K shares-39.34%2026-06-302026-07-29

APD Air Products & Chemicals Inc.2.9K shares0.00%2026-06-302026-07-29

TT Trane Technologies PLC1.5K shares0.00%2026-06-302026-07-29

TIP iShares TIPS Bond ETF6.8K shares0.87%2026-06-302026-07-29

LNT Alliant Energy Corp9.7K shares-1.08%2026-06-302026-07-29

Sponsored

TJX TJX Companies Inc4.8K shares0.02%2026-06-302026-07-29

DGRO iShares Core Dividend Growth ETF9.5K shares0.05%2026-06-302026-07-29

VIG Vanguard Div Appreciation ETF3.0K shares-13.36%2026-06-302026-07-29

COP Conoco Phillips6.9K shares0.00%2026-06-302026-07-29

NVS Novartis Ag ADR4.5K shares0.00%2026-06-302026-07-29

MPC Marathon Petroleum Corp2.7K shares0.00%2026-06-302026-07-29

CEFA Global X S&P Cthlc Vls Dvlpd ex-US ETF17.4K shares109.68%2026-06-302026-07-29

CL Colgate-Palmolive6.6K shares-15.24%2026-06-302026-07-29

Sponsored

Applied Materials Applied Materials826 shares-6.03%2026-06-302026-07-29

STT State Street Corp.3.5K shares0.00%2026-06-302026-07-29

Nextera Energy Nextera Energy6.5K shares-35.23%2026-06-302026-07-29

CBU Community Bank System8.4K shares11.59%2026-06-302026-07-29

IBD Inspire Corporate Bond ETF23.1K shares258.85%2026-06-302026-07-29

VT Vanguard Total World Stock ETF3.4K shares5.11%2026-06-302026-07-29

VYM Vanguard High Dividend Yd ETF3.4K shares-2.17%2026-06-302026-07-29

ALL Allstate2.2K shares-20.21%2026-06-302026-07-29

Sponsored

UL Unilever PLC ADR8.5K sharesnew addition2026-06-302026-07-29

ADP Auto Data Processing2.2K shares-5.48%2026-06-302026-07-29

UNP Union Pacific1.8K shares-1.93%2026-06-302026-07-29

QRVO Qorvo Inc5.3K shares0.00%2026-06-302026-07-29

TXN Texas Instruments Inc.1.7K shares0.00%2026-06-302026-07-29

CBRE CBRE Group Inc3.6K shares0.00%2026-06-302026-07-29

IWO iShares Russell 2000 Growth ETF1.2K shares265.49%2026-06-302026-07-29

IEMG iShares Core MSCI ETF5.9K shares-0.47%2026-06-302026-07-29

Sponsored

RTX Corporation RTX Corporation2.4K shares-1.24%2026-06-302026-07-29

PH Parker Hannifin Corp457 shares0.00%2026-06-302026-07-29

BN Brookfield Corp10.4K shares0.00%2026-06-302026-07-29

BDX Becton Dickinson & Co2.9K shares0.00%2026-06-302026-07-29

BND Vanguard Total U.S. Bond Market ETF6.0K shares-40.25%2026-06-302026-07-29

ASML Asml Hldgs Nv220 shares0.00%2026-06-302026-07-29

PNC PNC Financial Services Group Inc.1.8K shares0.00%2026-06-302026-07-29

WEC WEC Energy Group3.7K shares0.00%2026-06-302026-07-29

Sponsored

NCLH Norwegian Cruise Line Holding Ltd19.5K shares-77.81%2026-06-302026-07-29

ESGD iShares ESG Aware MSCI EAFE ETF4.0K shares0.00%2026-06-302026-07-29

iShares Lehman Agg Bond Fd ETF iShares Lehman Agg Bond Fd ETF4.2K shares-4.57%2026-06-302026-07-29

VTES Vanguard Short-Term Tax-Exmpt Bd ETF4.0K shares173.40%2026-06-302026-07-29

TMO Thermo Fisher Scientific813 shares-6.87%2026-06-302026-07-29

PSX Phillips 66 SHS2.4K shares0.00%2026-06-302026-07-29

IBB iShares NASDAQ Biotech ETF2.1K shares-1.42%2026-06-302026-07-29

SRE Sempra Energy4.2K shares0.69%2026-06-302026-07-29

Sponsored

HUM Humana982 shares0.00%2026-06-302026-07-29

CME CME Group Inc.1.8K shares-6.38%2026-06-302026-07-29

Southern Company Southern Company4.1K shares0.00%2026-06-302026-07-29

OKE Oneok Inc New4.5K shares-1.48%2026-06-302026-07-29

Quanta Services Inc Quanta Services Inc539 shares0.00%2026-06-302026-07-29

Blackrock Inc Blackrock Inc399 shares0.00%2026-06-302026-07-29

VTV Vanguard Value Index ETF1.8K shares0.00%2026-06-302026-07-29

GS Goldman Sachs Group Inc356 shares-5.07%2026-06-302026-07-29

Sponsored

SBUX Starbucks3.4K shares0.00%2026-06-302026-07-29

VHT Vanguard Health Care ETF1.1K shares0.00%2026-06-302026-07-29

IJH iShares S&P Midcap 400 Index ETF4.4K shares0.00%2026-06-302026-07-29

3M Company 3M Company2.0K shares-7.99%2026-06-302026-07-29

Integer Holdings Corp Integer Holdings Corp3.5K shares-7.29%2026-06-302026-07-29

FTNT Fortinet Inc2.1K shares-26.55%2026-06-302026-07-29

MDLZ Mondelez Int'l Inc.5.5K shares-23.11%2026-06-302026-07-29

WELL Welltower Inc REIT1.4K shares0.00%2026-06-302026-07-29

Sponsored

GEN NortonLifeLock Inc12.8K shares-1.31%2026-06-302026-07-29

UNM Unum Provident Corp.3.5K shares0.00%2026-06-302026-07-29

ALRS Alerus Finl Corp9.6K shares-2.64%2026-06-302026-07-29

GILD Gilead Sciences Inc2.3K shares0.00%2026-06-302026-07-29

ROK Rockwell Automation569 shares-3.56%2026-06-302026-07-29

LOW Lowes Companies Inc.1.3K shares0.00%2026-06-302026-07-29

BNDX Vanguard Total Int'l Bond Market ETF5.5K shares-18.73%2026-06-302026-07-29

EFA iShares MSCI EAFE ETF2.6K shares0.00%2026-06-302026-07-29

Sponsored

VRTX Vertex Pharmaceuticals534 shares-3.61%2026-06-302026-07-29

IJR iShares S&P Sm Cap Idx 600 ETF1.8K shares0.00%2026-06-302026-07-29

NTES NetEase Inc2.0K shares0.00%2026-06-302026-07-29

PEG Public Sv Enterprise3.1K sharesnew addition2026-06-302026-07-29

Mastercard Inc Mastercard Inc488 shares-11.75%2026-06-302026-07-29

QQQ PowerShares QQQ Trust Sr 1 ETF340 shares41.67%2026-06-302026-07-29

Unitedhealth Group Inc. Unitedhealth Group Inc.601 shares0.00%2026-06-302026-07-29

BAC Bank of America Corp4.4K shares-4.10%2026-06-302026-07-29

Sponsored

STE Steris Corp.1.2K shares0.00%2026-06-302026-07-29

T AT&T Inc.11.6K shares-10.11%2026-06-302026-07-29

ITW Illinois Tool Works889 shares0.00%2026-06-302026-07-29

NVO Novo-Nordisk ADR5.0K shares0.00%2026-06-302026-07-29

CI Cigna Corp840 shares0.24%2026-06-302026-07-29

SYF Synchrony Financial3.1K shares-2.40%2026-06-302026-07-29

HPE Hewlett Packard Ente5.1K shares0.04%2026-06-302026-07-29

IGV iShares Expanded Tech-Software Sect ETF2.5K shares0.00%2026-06-302026-07-29

Sponsored

FedEx Inc. FedEx Inc.1.5K sharesnew addition2026-06-302026-07-29

PGR Progressive Corp1.0K shares0.00%2026-06-302026-07-29

KLAC KLA-Tencor Corporation747 shares604.72%2026-06-302026-07-29

WTS Watts Water Technologies573 shares0.00%2026-06-302026-07-29

MAR Marriott Int'l Inc. Cl A600 shares0.00%2026-06-302026-07-29

RDY Dr Reddys Labs ADR15.2K shares0.00%2026-06-302026-07-29

Oracle Oracle1.5K shares-7.82%2026-06-302026-07-29

VXUS Vanguard Total International Stock ETF2.5K shares0.00%2026-06-302026-07-29

Sponsored

SHEL Shell plc2.7K shares0.00%2026-06-302026-07-29

FITB Fifth Third Bancorp3.7K shares0.00%2026-06-302026-07-29

VGSH Vanguard Short-Term Treasury ETF3.6K shares0.00%2026-06-302026-07-29

MSI Motorola Solutions Inc501 shares0.00%2026-06-302026-07-29

VGT Vanguard Info Technology ETF1.7K shares700.00%2026-06-302026-07-29

C Citigroup1.5K shares15.77%2026-06-302026-07-29

SDY SPDR S&P Dividend ETF1.3K shares0.60%2026-06-302026-07-29

IMO Imperial Oil Ltd1.8K shares-39.79%2026-06-302026-07-29

Sponsored

MS Morgan Stanley Dean Witter975 shares0.00%2026-06-302026-07-29

Ameriprise Financial Inc. Ameriprise Financial Inc.433 shares0.00%2026-06-302026-07-29

DLR Digital Realty Trust REIT1.1K shares0.00%2026-06-302026-07-29

Microchip Technology Inc. Microchip Technology Inc.2.0K shares0.00%2026-06-302026-07-29

SXI Standex Int'l Corp.500 shares-46.00%2026-06-302026-07-29

BMO Bank Montreal Quebec1.0K shares0.00%2026-06-302026-07-29

THO Thor Industries Inc2.4K shares-17.05%2026-06-302026-07-29

Facebook Inc Class A Facebook Inc Class A312 shares-1.58%2026-06-302026-07-29

Sponsored

DVY iShares Select Dividend Idx ETF1.1K shares0.00%2026-06-302026-07-29

DELL Dell Inc.401 shares0.00%2026-06-302026-07-29

KMB Kimberly-Clark Corp.1.6K shares0.00%2026-06-302026-07-29

IVOV Vanguard S&P Mid-Cap 4001.5K shares0.00%2026-06-302026-07-29

Laboratory Corp of America Hlds Laboratory Corp of America Hlds607 shares-9.67%2026-06-302026-07-29

WFC Wells Fargo & Co2.0K shares0.00%2026-06-302026-07-29

CEG Constellation Energy Co.656 shares420.63%2026-06-302026-07-29

EQR Equity Residential Prop. REIT2.4K shares0.00%2026-06-302026-07-29

Sponsored

CARR Carrier Global Corp-Wi2.1K shares0.00%2026-06-302026-07-29

CIBR First Trust NASDAQ Cybersecurity ETF1.7K shares0.00%2026-06-302026-07-29

KRC Kilroy Realty Corp REIT4.1K shares-80.41%2026-06-302026-07-29

VTIP Vanguard Sh-Tm Inflat- Prot ETF3.0K shares0.00%2026-06-302026-07-29

VSAT Viasat Inc1.7K shares0.00%2026-06-302026-07-29

Zoetis Inc Zoetis Inc2.1K shares-2.21%2026-06-302026-07-29

BR Broadridge Finl Solution1.1K shares-6.52%2026-06-302026-07-29

COF Capital One Financial734 shares-7.67%2026-06-302026-07-29

Sponsored

HSY Hershey Foods Corp837 shares-3.01%2026-06-302026-07-29

VTR Ventas REIT Inc1.7K shares-17.89%2026-06-302026-07-29

WAT Waters Corp392 shares0.00%2026-06-302026-07-29

CMCSA Comcast Corp.5.8K shares-6.02%2026-06-302026-07-29

SKYY First Trust Cloud Computing ETF1.1K shares-7.19%2026-06-302026-07-29

WY Weyerhaeuser Company5.9K shares-9.17%2026-06-302026-07-29

PPG P P G Industries Inc.1.2K shares0.00%2026-06-302026-07-29

EFG iShares MSCI EAFE Growth ETF1.1K shares0.00%2026-06-302026-07-29

Sponsored

IVOG Vanguard S&P Mid-Cap 400 Growth ETF902 shares0.00%2026-06-302026-07-29

VITL Vital Farms, Inc.11.3K shares-2.51%2026-06-302026-07-29

IGIB iShares 5-10 Yr Corporate Bond ETF2.5K shares1.53%2026-06-302026-07-29

Q Qnity Electronics, Inc.797 shares0.00%2026-06-302026-07-29

XBI SPDR S&P Biotech ETF818 shares0.00%2026-06-302026-07-29

WPC W. P. Carey & Co. LLC1.8K shares0.00%2026-06-302026-07-29

CP Canadian Pacific1.4K shares0.00%2026-06-302026-07-29

NATL NCR Atleos Corp2.9K shares-16.15%2026-06-302026-07-29

Sponsored

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF1.3K shares0.00%2026-06-302026-07-29

EUSB iShares ESG Advanced Bond Market ETF2.8K shares6.47%2026-06-302026-07-29

WTRG Essential utilities ord3.1K shares0.00%2026-06-302026-07-29

HPQ HP Inc5.5K shares0.04%2026-06-302026-07-29

XLF Sector Spdr Fincl Select2.2K shares0.00%2026-06-302026-07-29

XEL Xcel Energy Inc.1.5K shares0.00%2026-06-302026-07-29

FMB First Trust Managed Municipal ETF2.2K shares0.00%2026-06-302026-07-29

SWKS Skyworks Solutions Inc.1.7K shares0.00%2026-06-302026-07-29

Sponsored

BK Bank of New York Mellon788 shares0.00%2026-06-302026-07-29

RSG Republic Services Inc537 shares0.00%2026-06-302026-07-29

BIIB Biogen Idec Inc525 shares0.00%2026-06-302026-07-29

IWF iShares Russell 1000 Growth ETF908 shares300.00%2026-06-302026-07-29

USXF iShares ESG Advanced MSCI USA ETF1.6K shares-4.44%2026-06-302026-07-29

ED Consolidated Edison Inc.985 shares0.00%2026-06-302026-07-29

PSA Public Storage, Inc.339 sharesnew addition2026-06-302026-07-29

VNQ Vanguard REIT ETF1.1K shares-34.97%2026-06-302026-07-29

Sponsored

VFH Vanguard Financials ETF808 shares0.00%2026-06-302026-07-29

Netflix Inc. Netflix Inc.1.5K shares-40.75%2026-06-302026-07-29

APH Amphenol Corp Cl A580 shares0.00%2026-06-302026-07-29

EEM iShares MSCI Emerging Market ETF1.5K shares0.00%2026-06-302026-07-29

VBK Vanguard Small Cap Growth ETF270 shares0.00%2026-06-302026-07-29

IAGG iShares Core International Bond ETF1.9K shares0.00%2026-06-302026-07-29

XJH iShares ESG Screened S&P Mid-Cap ETF1.9K shares-3.03%2026-06-302026-07-29

ServiceNow Inc ServiceNow Inc960 shares-27.27%2026-06-302026-07-29

Sponsored

AMX America Movil L ADR3.6K shares0.00%2026-06-302026-07-29

INGR Ingredion Incorporated974 shares-74.75%2026-06-302026-07-29

IWP iShares Russell Midcap Grth ETF628 shares0.00%2026-06-302026-07-29

L Loews Corp809 shares-7.86%2026-06-302026-07-29

EPI WisdomTree India Earnings ETF2.1K shares0.00%2026-06-302026-07-29

SYY Sysco Corp.1.1K shares0.00%2026-06-302026-07-29

VRSK Verisk Analytics Inc Cla500 shares0.00%2026-06-302026-07-29

NULG Nuveen ESG Large-Cap Growth ETF762 shares0.00%2026-06-302026-07-29

Sponsored

Glaxo Smithkline ADR Glaxo Smithkline ADR1.6K shares0.06%2026-06-302026-07-29

RING iShares MSCI Global Gold Miners ETF1.3K shares0.00%2026-06-302026-07-29

S & P Global Inc S & P Global Inc204 shares0.00%2026-06-302026-07-29

PM Philip Morris Intl Inc452 shares0.00%2026-06-302026-07-29

CRM Salesforce Com523 shares0.00%2026-06-302026-07-29

VOE Vanguard Mid Cap Value ETF413 shares0.00%2026-06-302026-07-29

HWM Howmet Aerospace Inc303 shares0.00%2026-06-302026-07-29

ASTE Astec Industries1.3K shares0.00%2026-06-302026-07-29

Sponsored

YUM Yum! Brands, Inc.499 shares0.00%2026-06-302026-07-29

PIO Invesco Global Water ETF1.8K shares0.00%2026-06-302026-07-29

NULV Nuveen ESG Large-Cap Value ETF1.5K shares0.00%2026-06-302026-07-29

PLD Prologis Reit565 shares0.00%2026-06-302026-07-29

UDR UDR Inc1.9K shares0.00%2026-06-302026-07-29

SCHV Schwab Large Cap Value Indx ETF2.2K shares0.00%2026-06-302026-07-29

TransCanada Corp. TransCanada Corp.1.1K shares0.00%2026-06-302026-07-29

EPD Enterprise Products Prtn LP2.0K shares0.00%2026-06-302026-07-29

Sponsored

HSBC HSBC Holdings PLC ADR783 shares0.00%2026-06-302026-07-29

DGS WisdomTree Emerg Mk SmCap ETF1.1K shares0.35%2026-06-302026-07-29

VO Vanguard Mid Cap ETF912 shares264.80%2026-06-302026-07-29

CINF Cincinnati Financial Corp390 shares0.00%2026-06-302026-07-29

VB Vanguard Small Cap ETF238 shares0.00%2026-06-302026-07-29

DD E I DuPont515 shares-66.75%2026-06-302026-07-29

LMT Lockheed Martin136 shares0.00%2026-06-302026-07-29

CVS CVS Corp653 shares0.00%2026-06-302026-07-29

Sponsored

PHG Kon Philips Electric NV2.5K shares3.67%2026-06-302026-07-29

DMXF iShares ESG Advanced MSCI EAFE Index ETF782 shares0.00%2026-06-302026-07-29

TRI Thomson Reuters Corp808 shares-47.29%2026-06-302026-07-29

DFJ Wisdomtree Japan SmCap Div ETF620 shares0.00%2026-06-302026-07-29

USB U.S. Bancorp1.1K shares0.00%2026-06-302026-07-29

OTIS OTIS Worldwide Corp-Wi847 shares0.00%2026-06-302026-07-29

IRM Iron Mountain Inc REIT475 shares0.00%2026-06-302026-07-29

EFX Equifax Inc373 shares0.00%2026-06-302026-07-29

Sponsored

KN Knowles Corp1.4K shares0.00%2026-06-302026-07-29

TPR Tapestry Inc400 shares0.00%2026-06-302026-07-29

FHLC Fidelity MSCI Health Care Index ETF711 shares0.00%2026-06-302026-07-29

NOC Northrop Grumman Corp107 shares-25.17%2026-06-302026-07-29

TGT Target Corp.410 shares0.00%2026-06-302026-07-29

EBAY E Bay Inc.475 shares0.00%2026-06-302026-07-29

TSLA Tesla Motors125 shares-98.38%2026-06-302026-07-29

URI United Rentals Inc47 shares0.00%2026-06-302026-07-29

Sponsored

GILT Gilat Satellite Networks Ltd3.9K shares-58.49%2026-06-302026-07-29

XVV iShares ESG Screened S&P 500 ETF912 shares-0.76%2026-06-302026-07-29

ITB iShares DJ Home Construction ETF485 shares0.00%2026-06-302026-07-29

RSP Rydex S&P 500 Eq Wgt ETF236 shares0.00%2026-06-302026-07-29

ELV Anthem Inc127 shares0.00%2026-06-302026-07-29

KVUE Kenvue Inc.2.5K shares-28.73%2026-06-302026-07-29

Corteva Inc com Corteva Inc com564 shares-8.74%2026-06-302026-07-29

IJK iShares S&P Mid-Cap Grow ETF396 shares0.00%2026-06-302026-07-29

Sponsored

Vangard Russell 2000 ETF Vangard Russell 2000 ETF386 shares0.00%2026-06-302026-07-29

BSV Vanguard Short-Term Bond ETF600 shares-23.76%2026-06-302026-07-29

SYK Stryker Corp.145 shares0.00%2026-06-302026-07-29

XRAY Dentsply Int'l Inc4.2K shares0.00%2026-06-302026-07-29

ALCO Alico, Inc.1.0K shares0.00%2026-06-302026-07-29

Element Fleet Management Corp Element Fleet Management Corp2.1K sharesnew addition2026-06-302026-07-29

IEI iShares Barclays 3-7 Treasury ETF365 shares0.00%2026-06-302026-07-29

CHH Choice Hotels Intn'l.374 shares0.00%2026-06-302026-07-29

Sponsored

XLV Sector SPDR Health Fd Shares251 shares0.00%2026-06-302026-07-29

J Jacobs Engineering Group Inc303 shares0.00%2026-06-302026-07-29

SON Sonoco Products669 shares0.00%2026-06-302026-07-29

SWK Stanley Black & Decker400 shares0.00%2026-06-302026-07-29

WH Wyndham Hotels & Resorts Inc452 shares0.00%2026-06-302026-07-29

ADI Analog Devices Inc.92 shares0.00%2026-06-302026-07-29

IR Ingersoll Rand Inc454 shares0.00%2026-06-302026-07-29

SCHD Schwab US Div Equity ETF1.2K shares-41.98%2026-06-302026-07-29

Sponsored

XLB SPDR Materials Select Sec. ETF732 shares0.00%2026-06-302026-07-29

FUTY Fidelity MSCI Utilities Index ETF613 shares0.00%2026-06-302026-07-29

ICE Intercontinental Exchange, Inc.292 shares-20.44%2026-06-302026-07-29

CGW Guggenheim S&P Global Water Index534 shares0.00%2026-06-302026-07-29

CrowdStrike Holdings, Inc. CrowdStrike Holdings, Inc.45 shares0.00%2026-06-302026-07-29

SOLS Solstice Advanced Materials, Inc.379 shares-15.02%2026-06-302026-07-29

IWN Ishares Russell 2000 Value ETF151 shares0.00%2026-06-302026-07-29

Suncor Energy Inc. Suncor Energy Inc.619 shares-21.55%2026-06-302026-07-29

Sponsored

DAL Delta Airlines340 shares0.00%2026-06-302026-07-29

PAVE Global X US Infrastructure Dev ETF537 shares0.00%2026-06-302026-07-29

EFAV iShares Edge MSCI Min Vol EAFE ETF362 shares0.00%2026-06-302026-07-29

XLY SPDR Consumer Disc Select ETF272 shares0.00%2026-06-302026-07-29

TY Tri Continental Corp929 shares0.00%2026-06-302026-07-29

VOX Vanguard Communication Services ETF166 shares0.00%2026-06-302026-07-29

FTCS First Trust Capital Strength ETF312 shares-50.40%2026-06-302026-07-29

GPC Genuine Parts Co250 shares0.00%2026-06-302026-07-29

Sponsored

Allegion Public Ltd Co Allegion Public Ltd Co200 shares0.00%2026-06-302026-07-29

EW Edwards Lifesciences Corp312 shares0.00%2026-06-302026-07-29

GEHC GE Healthcare434 shares-34.54%2026-06-302026-07-29

SPYG SPDR Portfolio S&P 500 Growth ETF234 shares0.00%2026-06-302026-07-29

PWB Invesco Large Cap Growth ETF158 shares0.00%2026-06-302026-07-29

MMC Marsh & McLennan Co's163 shares-20.87%2026-06-302026-07-29

AWK American Water Works Co200 shares0.00%2026-06-302026-07-29

ATO Atmos Energy Corp150 shares0.00%2026-06-302026-07-29

Sponsored

CHTR Charter Communications Inc184 shares0.00%2026-06-302026-07-29

SPDW SPDR Portfolio Developed Wld ex-US ETF510 shares0.00%2026-06-302026-07-29

EEMV iShares MSCI Emerg Mkts Min Vol Fctr ETF329 shares0.00%2026-06-302026-07-29

LIN Linde plc48 shares0.00%2026-06-302026-07-29

DHI D R Horton Co.150 shares0.00%2026-06-302026-07-29

XJR iShares ESG Screened S&P Small-Cap ETF458 shares-7.47%2026-06-302026-07-29

XLI Select Sector Industrial ETF129 shares0.00%2026-06-302026-07-29

Adobe Systems Inc. Adobe Systems Inc.112 shares0.00%2026-06-302026-07-29

Sponsored

INTU Intuit87 shares0.00%2026-06-302026-07-29

BKNG Booking Holdings Inc125 shares2400.00%2026-06-302026-07-29

COR Cencora, Inc77 shares0.00%2026-06-302026-07-29

GIS General Mills, Inc.644 shares0.00%2026-06-302026-07-29

HDV Ishares Core High ETF820 shares400.00%2026-06-302026-07-29

TKO TKO Group Holdings Inc107 shares0.00%2026-06-302026-07-29

LCTU BlackRock U.S. Carbon Transition Readiness ETF266 shares0.00%2026-06-302026-07-29

DOW Dow In779 shares0.00%2026-06-302026-07-29

Sponsored

SLQD iShares 0-5 Year Invmt Grade Corp Bd ETF418 shares0.00%2026-06-302026-07-29

MNST Monster Beverage Corp216 shares0.00%2026-06-302026-07-29

PYPL Paypal Holdings475 shares0.00%2026-06-302026-07-29

SPYV SPDR Portfolio S&P 500 Value ETF353 shares0.00%2026-06-302026-07-29

VEU Vanguard FTSE All World ex US ETF251 shares-63.62%2026-06-302026-07-29

USRT iShares Core U.S. REIT ETF300 shares0.00%2026-06-302026-07-29

TDG TransDigm Group Incorporated15 shares0.00%2026-06-302026-07-29

Accenture Ltd Cl A Accenture Ltd Cl A154 shares0.00%2026-06-302026-07-29

Sponsored

SHY iShares Barclays 1-3yr. Trs ETF226 shares0.00%2026-06-302026-07-29

TTWO Take Two Interactv Sftwr75 shares0.00%2026-06-302026-07-29

CNI Canadian Natl Ry Co150 shares0.00%2026-06-302026-07-29

NFTY First Trust India NIFTY ETF329 shares0.00%2026-06-302026-07-29

IXUS iShares Core MSCI Total Intl Stk ETF187 shares0.00%2026-06-302026-07-29

LDUR PIMCO Enhanced Low Duration Active ETF190 shares0.00%2026-06-302026-07-29

XSD SPDR S&P Semiconductor ETF29 shares0.00%2026-06-302026-07-29

TFC Truist Finl Corp Com356 shares0.00%2026-06-302026-07-29

Sponsored

LNG Cheniere Energy Inc New73 shares-39.17%2026-06-302026-07-29

Constellation Brand Cl Aclass A Constellation Brand Cl Aclass A119 shares0.00%2026-06-302026-07-29

DOC Healthpeak Properties Inc800 shares0.00%2026-06-302026-07-29

KKR KKR & Co LP180 shares-45.45%2026-06-302026-07-29

MSEX Middlesex Water Co300 shares0.00%2026-06-302026-07-29

Nxp Semiconductors Nxp Semiconductors59 shares-9.23%2026-06-302026-07-29

ROST Ross Stores Inc81 shares0.00%2026-06-302026-07-29

UBS UBS Group AG339 shares0.00%2026-06-302026-07-29

Sponsored

GD General Dynamics Corp.44 shares0.00%2026-06-302026-07-29

HRL Hormel Foods Corp640 shares0.00%2026-06-302026-07-29

WHR Whirlpool400 shares0.00%2026-06-302026-07-29

MQY Blackrock MuniYield Quality Fund1.3K shares0.00%2026-06-302026-07-29

FAST Fastenal Co308 shares0.00%2026-06-302026-07-29

DSI iShares MSCI KLD 400 Social ETF105 shares0.00%2026-06-302026-07-29

DHS Wisdomtree High Dividend135 shares0.00%2026-06-302026-07-29

Agilent Technologies Agilent Technologies105 shares0.00%2026-06-302026-07-29

Sponsored

DHR Danaher Corp75 shares50.00%2026-06-302026-07-29

EQIX Equinix REIT13 shares0.00%2026-06-302026-07-29

MET Metlife Inc.168 shares0.00%2026-06-302026-07-29

VYX NCR Voyix Corporation1.7K shares-52.35%2026-06-302026-07-29

PANW Palo Alto Networks42 shares-93.05%2026-06-302026-07-29

SOLV Solventum Corporation175 shares0.00%2026-06-302026-07-29

SPDR Utility Select Sec ETF SPDR Utility Select Sec ETF300 shares0.00%2026-06-302026-07-29

VDE Vanguard Energy ETF96 shares0.00%2026-06-302026-07-29

Sponsored

Lam Research Lam Research31 shares0.00%2026-06-302026-07-29

SHOP Shopify Inc114 shares-46.73%2026-06-302026-07-29

SLYV SPDR S&P 600 Small Cap ETF115 shares0.00%2026-06-302026-07-29

CGDV Capital Group Dividend Value ETF237 shares0.00%2026-06-302026-07-29

ITA iShares US Aerospace & Defense ETF49 shares-75.62%2026-06-302026-07-29

NKE Nike, Inc.304 shares0.00%2026-06-302026-07-29

UNB Union Bankshares Inc. Vt.500 sharesnew addition2026-06-302026-07-29

CAH Cardinal Health Inc48 sharesnew addition2026-06-302026-07-29

Sponsored

EOG E O G Resources Inc86 shares0.00%2026-06-302026-07-29

LULU Lululemon Athletica Inc100 sharesnew addition2026-06-302026-07-29

NEA Nuveen AMT-Free Municipal Income Fund930 shares0.00%2026-06-302026-07-29

VDC Vanguard Consumer Staples ETF50 shares0.00%2026-06-302026-07-29

Aecom Aecom149 shares0.00%2026-06-302026-07-29

CLX Clorox Company100 shares0.00%2026-06-302026-07-29

HLN Haleon ADR1.0K shares0.19%2026-06-302026-07-29

REGN Regeneron Pharmaceuticals Inc16 shares0.00%2026-06-302026-07-29

Sponsored

WDC Western Digital Corp.15 shares0.00%2026-06-302026-07-29

BAX Baxter International444 shares0.00%2026-06-302026-07-29

EA Electronic Arts Inc40 shares0.00%2026-06-302026-07-29

EXPD Expeditors Int'l of Washington47 shares0.00%2026-06-302026-07-29

Insulet Corporation Insulet Corporation50 shares0.00%2026-06-302026-07-29

ESGU iShares ESG Aware MSCI USA ETF49 shares0.00%2026-06-302026-07-29

ESGE iShares MSCI Emerg Esg ETF138 shares0.00%2026-06-302026-07-29

WBD Warner Bros. Discovery, Inc.292 shares-33.33%2026-06-302026-07-29

Sponsored

ERTH Invesco Cleantech ETF140 shares0.00%2026-06-302026-07-29

ICLN iShares Global Clean Energy336 shares-39.46%2026-06-302026-07-29

VSNT Versant Media Group, Inc.205 shares-17.00%2026-06-302026-07-29

XLG Guggenheim ETF105 shares0.00%2026-06-302026-07-29

IYW iShares Tr DJ U S Tech Sector ETF22 shares0.00%2026-06-302026-07-29

LW Lamb Weston Holdings Inc133 shares0.00%2026-06-302026-07-29

NDAQ Nasdaq, Inc.71 shares0.00%2026-06-302026-07-29

BIV Vanguard Interm. Bond Idx ETF78 shares1.30%2026-06-302026-07-29

Sponsored

CAG Conagra Foods Inc.400 shares0.00%2026-06-302026-07-29

LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF77 shares0.00%2026-06-302026-07-29

CC Chemours Co LLC185 shares0.00%2026-06-302026-07-29

GIL Gildan Activewear Inc.69 shares0.00%2026-06-302026-07-29

CCNE CNB Financial Corporation100 shares0.00%2026-06-302026-07-29

SUSB iShares ESG 1-5 Year USD Corp Bd ETF116 shares0.00%2026-06-302026-07-29

SCHA Schwab US Small-Cap ETF76 shares0.00%2026-06-302026-07-29

MICC The Magnum Ice Cream Company N.V.156 shares-90.59%2026-06-302026-07-29

Sponsored

VCSH Vanguard Corp Bond ETF37 shares0.00%2026-06-302026-07-29

VBR Vanguard Small Cap Value ETF13 shares0.00%2026-06-302026-07-29

TLT Ishares 20 Yr Treas. Barclays ETF18 shares0.00%2026-06-302026-07-29

KD Kyndryl Holdings, Inc169 shares-60.61%2026-06-302026-07-29

SCHM Schwab US Mid-Cap ETF54 shares0.00%2026-06-302026-07-29

VTRS Viatris Inc96 shares2.13%2026-06-302026-07-29

MBB iShares MBS ETF13 shares0.00%2026-06-302026-07-29

SCHO Schwab Short-Term US Treasury ETF23 shares0.00%2026-06-302026-07-29

Sponsored

ELME Washington REIT400 shares0.00%2026-06-302026-07-29

DXC DXC Technology Company1 sharesnew addition2026-06-302026-07-29

EMN Eastman Chemical Co.2 sharesnew addition2026-06-302026-07-29

GT Goodyear Tire & Rubber2 sharesnew addition2026-06-302026-07-29

PGX Invesco Preferred ETF25 shares0.00%2026-06-302026-07-29

OXY.WS Occidental Pete Corp2 sharesnew addition2026-06-302026-07-29

OXY Occidental Petroleum Corp.1 sharesnew addition2026-06-302026-07-29

UPS United Parcel Service1 sharesnew addition2026-06-302026-07-29

Sponsored

ANGL VanEck Fallen Angel HiYld Bd ETF10 shares0.00%2026-06-302026-07-29

WAB WABTec1 shares-90.91%2026-06-302026-07-29

HYLB Xtrackers USD High Yield Corporate Bond ETF8 shares0.00%2026-06-302026-07-29

ZBH Zimmer Biomet Holdings Inc.2 sharesnew addition2026-06-302026-07-29

SCHB

Schwab U.S. Broad Market ETF

-0.08%

Shares7.0M

Event2026-06-30

Filed2026-07-29

VGIT

Vanguard Intermediate Treasury ETF

8.86%

Shares1.3M

Event2026-06-30

Filed2026-07-29

VCIT

Vanguard Intermediate Corporate ETF

6.84%

Shares661.0K

Event2026-06-30

Filed2026-07-29

VEA

Vanguard Developed Market ETF

-6.08%

Shares762.5K

Event2026-06-30

Filed2026-07-29

TSM

Taiwan Semiconductor ADR

-6.73%

Shares73.5K

Event2026-06-30

Filed2026-07-29

GLW

Corning

-6.97%

Shares128.1K

Event2026-06-30

Filed2026-07-29

Seagate Technology PLC

-5.34%

Shares31.5K

Event2026-06-30

Filed2026-07-29

VWO

Vanguard Emerging Market ETF

1.44%

Shares505.8K

Event2026-06-30

Filed2026-07-29

ESGV

Vanguard ESG US Stock ETF

-0.09%

Shares227.6K

Event2026-06-30

Filed2026-07-29

VSGX

Vanguard ESG International Stock ETF

-2.77%

Shares238.8K

Event2026-06-30

Filed2026-07-29

MSFT

Microsoft

-2.85%

Shares46.3K

Event2026-06-30

Filed2026-07-29

SCHF

Schwab Int'l Equity ETF

-0.25%

Shares620.3K

Event2026-06-30

Filed2026-07-29

VCEB

Vanguard ESG US Corporate Bond ETF

5.47%

Shares223.5K

Event2026-06-30

Filed2026-07-29

AAPL

Apple Inc.

-6.56%

Shares46.7K

Event2026-06-30

Filed2026-07-29

VTEB

Vanguard Tax-Exempt Bond ETF

5.59%

Shares244.2K

Event2026-06-30

Filed2026-07-29

SCHW

The Charles Schwab Corp.

-3.00%

Shares122.8K

Event2026-06-30

Filed2026-07-29

GOOGL

Alphabet, Inc. Cl A

-4.05%

Shares31.1K

Event2026-06-30

Filed2026-07-29

BRK.B

Berkshire Hathaway Cl B

-1.29%

Shares19.3K

Event2026-06-30

Filed2026-07-29

Costco

-8.34%

Shares10.1K

Event2026-06-30

Filed2026-07-29

GOOG

Alphabet, Inc Cl C

-5.78%

Shares26.4K

Event2026-06-30

Filed2026-07-29

CAT

Caterpillar

-0.98%

Shares7.5K

Event2026-06-30

Filed2026-07-29

Visa Inc

-0.22%

Shares21.7K

Event2026-06-30

Filed2026-07-29

MRK

Merck

-4.81%

Shares56.1K

Event2026-06-30

Filed2026-07-29

IBM

IBM Corp.

-1.16%

Shares25.5K

Event2026-06-30

Filed2026-07-29

Chubb Limited

-2.05%

Shares18.9K

Event2026-06-30

Filed2026-07-29

TRMK

Trustmark Corp.

0.00%

Shares139.4K

Event2026-06-30

Filed2026-07-29

Cisco Systems, Inc.

-7.48%

Shares53.8K

Event2026-06-30

Filed2026-07-29

IWD

iShares Russell 1000 Val ETF

0.08%

Shares25.7K

Event2026-06-30

Filed2026-07-29

AMZN

Amazon.Com

-8.26%

Shares25.5K

Event2026-06-30

Filed2026-07-29

JP Morgan Chase & Co

-0.73%

Shares17.8K

Event2026-06-30

Filed2026-07-29

Broadcom Ltd

5.18%

Shares15.4K

Event2026-06-30

Filed2026-07-29

Vanguard Total Stk Mkt ETF

-11.32%

Shares14.4K

Event2026-06-30

Filed2026-07-29

Nisource Inc.

-3.03%

Shares97.9K

Event2026-06-30

Filed2026-07-29

LLY

Eli Lilly & Co.

-0.27%

Shares3.7K

Event2026-06-30

Filed2026-07-29

AbbVie Inc.

5.62%

Shares16.6K

Event2026-06-30

Filed2026-07-29

JNJ

Johnson & Johnson

2.92%

Shares16.3K

Event2026-06-30

Filed2026-07-29

AMGN

Amgen Incorporated

-2.40%

Shares10.9K

Event2026-06-30

Filed2026-07-29

IVE

iShares S&P 500 Value Indx ETF

New

Shares17.1K

Event2026-06-30

Filed2026-07-29

Medtronic Inc.

-3.40%

Shares48.6K

Event2026-06-30

Filed2026-07-29

SLB

Schlumberger Limited

-1.39%

Shares80.3K

Event2026-06-30

Filed2026-07-29

VLO

Valero Energy

-0.27%

Shares14.3K

Event2026-06-30

Filed2026-07-29

Coca-Cola Co

-3.02%

Shares44.2K

Event2026-06-30

Filed2026-07-29

Exxon Mobil Corporation

-8.96%

Shares26.1K

Event2026-06-30

Filed2026-07-29

Boeing Co.

-3.42%

Shares16.4K

Event2026-06-30

Filed2026-07-29

MUNI

PIMCO Intermediate Muni Bond ETF

-0.81%

Shares63.5K

Event2026-06-30

Filed2026-07-29

GLD

SPDR Gold Trust ETF

-2.78%

Shares8.5K

Event2026-06-30

Filed2026-07-29

Procter & Gamble

-1.65%

Shares21.2K

Event2026-06-30

Filed2026-07-29

IQV

IQVIA Holdings Inc.

9.45%

Shares15.4K

Event2026-06-30

Filed2026-07-29

Waste Management Inc

35.95%

Shares12.3K

Event2026-06-30

Filed2026-07-29

M K S Instruments Inc.

-13.42%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IVW

iShares S&P 500 Growth ETF

New

Shares18.6K

Event2026-06-30

Filed2026-07-29

AMKR

Amkor Technology Inc

-1.48%

Shares29.6K

Event2026-06-30

Filed2026-07-29

INTC

Intel Corp.

-7.60%

Shares18.2K

Event2026-06-30

Filed2026-07-29

XYL

Xylem Inc

13.75%

Shares21.4K

Event2026-06-30

Filed2026-07-29

GE Aerospace

-4.60%

Shares6.7K

Event2026-06-30

Filed2026-07-29

FSLR

First Solar Inc

1.22%

Shares10.6K

Event2026-06-30

Filed2026-07-29

VUG

Vanguard Growth ETF

484.43%

Shares28.6K

Event2026-06-30

Filed2026-07-29

EMR

Emerson Electric Co.

-7.69%

Shares16.8K

Event2026-06-30

Filed2026-07-29

VOO

Vanguard 500 ETF

-0.06%

Shares3.5K

Event2026-06-30

Filed2026-07-29

IOT

Samsara Inc.

-2.00%

Shares72.7K

Event2026-06-30

Filed2026-07-29

IWM

Ishares Trust Russell 2000 Indx ETF

508.33%

Shares7.8K

Event2026-06-30

Filed2026-07-29

WMT

Wal-Mart Stores

-11.76%

Shares20.4K

Event2026-06-30

Filed2026-07-29

ABT

Abbott Laboratories

-0.78%

Shares25.2K

Event2026-06-30

Filed2026-07-29

iShares S&P 500 Index ETF

840.99%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ISRG

Intuitive Surgical

3.83%

Shares5.5K

Event2026-06-30

Filed2026-07-29

ATR

AptarGroup, Inc

-1.62%

Shares17.3K

Event2026-06-30

Filed2026-07-29

YUMC

Yum China Hldgs Inc Com

-2.30%

Shares50.8K

Event2026-06-30

Filed2026-07-29

Vaneck Vectors Gold Miners ETF

0.00%

Shares26.1K

Event2026-06-30

Filed2026-07-29

SPDR S&P 500 ETF

-34.11%

Shares2.4K

Event2026-06-30

Filed2026-07-29

NSC

Norfolk Southern

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

DUK

Duke Energy Corporation

-7.00%

Shares13.9K

Event2026-06-30

Filed2026-07-29

Toronto-Dominion Bank

-16.89%

Shares14.4K

Event2026-06-30

Filed2026-07-29

ROP

Roper Industries Inc

-0.72%

Shares5.1K

Event2026-06-30

Filed2026-07-29

HON

Honeywell International

-51.40%

Shares7.3K

Event2026-06-30

Filed2026-07-29

CATH

Global X S&P 500 Catholic Values ETF

98.35%

Shares18.2K

Event2026-06-30

Filed2026-07-29

Honeywell Aerospace Inc.

New

Shares7.2K

Event2026-06-30

Filed2026-07-29

SPYX

SPDR S&P 500 Fossil Fl Fr ETF

-0.77%

Shares25.3K

Event2026-06-30

Filed2026-07-29

DOV

Dover Corporation

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-29

AMT

American Tower REIT

21.16%

Shares9.2K

Event2026-06-30

Filed2026-07-29

MCK

McKesson Corp.

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

The Travelers Companies Inc.

2.36%

Shares4.3K

Event2026-06-30

Filed2026-07-29

CHE

Chemed Corp.

-1.03%

Shares3.1K

Event2026-06-30

Filed2026-07-29

AXP

American Express Company

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

MCD

McDonald's Corp

-1.17%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PCOR

Procore Technologies, Inc.

-0.13%

Shares30.1K

Event2026-06-30

Filed2026-07-29

Royal Caribbean Cruises

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

Deere & Company

-0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CSX

CSX Corp

-2.96%

Shares24.7K

Event2026-06-30

Filed2026-07-29

MDY

SPDR S&P Mid Cap 400 ETF

2313.04%

Shares1.7K

Event2026-06-30

Filed2026-07-29

GEV

GE Vernova Inc.

-9.26%

Shares960

Event2026-06-30

Filed2026-07-29

AstraZeneca PLC

-1.55%

Shares5.9K

Event2026-06-30

Filed2026-07-29

SONY

Sony Group Corp

0.00%

Shares55.4K

Event2026-06-30

Filed2026-07-29

NVDA

Nvidia Corp

-44.27%

Shares5.4K

Event2026-06-30

Filed2026-07-29

FDX

Fedex Corporation

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

BMY

Bristol Myers

-7.02%

Shares18.2K

Event2026-06-30

Filed2026-07-29

GNRC

Generac Holdings Inc

-12.21%

Shares3.6K

Event2026-06-30

Filed2026-07-29

DIS

Walt Disney Hldg

-8.12%

Shares10.6K

Event2026-06-30

Filed2026-07-29

Verizon Communications Inc.

-10.87%

Shares23.4K

Event2026-06-30

Filed2026-07-29

CVX

Chevron Corp.

-11.03%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IAU

Ishares Gold ETF

1.88%

Shares12.9K

Event2026-06-30

Filed2026-07-29

MTB

M&T Bank Corp

-8.93%

Shares4.0K

Event2026-06-30

Filed2026-07-29

XLK

Sector SPDR Tech Select Shares

-0.52%

Shares5.0K

Event2026-06-30

Filed2026-07-29

PEP

Pepsico, Inc.

-4.78%

Shares7.0K

Event2026-06-30

Filed2026-07-29

Home Depot

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

EWBC

East West Bancorp

-10.36%

Shares7.1K

Event2026-06-30

Filed2026-07-29

Brookfield Renewable Corp Ordinary Shares - Class

5.24%

Shares23.3K

Event2026-06-30

Filed2026-07-29

ETN

Eaton Corp.

-0.59%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PFE

Pfizer Inc.

-39.34%

Shares35.4K

Event2026-06-30

Filed2026-07-29

APD

Air Products & Chemicals Inc.

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

Trane Technologies PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TIP

iShares TIPS Bond ETF

0.87%

Shares6.8K

Event2026-06-30

Filed2026-07-29

LNT

Alliant Energy Corp

-1.08%

Shares9.7K

Event2026-06-30

Filed2026-07-29

TJX

TJX Companies Inc

0.02%

Shares4.8K

Event2026-06-30

Filed2026-07-29

DGRO

iShares Core Dividend Growth ETF

0.05%

Shares9.5K

Event2026-06-30

Filed2026-07-29

VIG

Vanguard Div Appreciation ETF

-13.36%

Shares3.0K

Event2026-06-30

Filed2026-07-29

COP

Conoco Phillips

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-29

NVS

Novartis Ag ADR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

MPC

Marathon Petroleum Corp

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CEFA

Global X S&P Cthlc Vls Dvlpd ex-US ETF

109.68%

Shares17.4K

Event2026-06-30

Filed2026-07-29

Colgate-Palmolive

-15.24%

Shares6.6K

Event2026-06-30

Filed2026-07-29

Applied Materials

-6.03%

Shares826

Event2026-06-30

Filed2026-07-29

STT

State Street Corp.

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

Nextera Energy

-35.23%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CBU

Community Bank System

11.59%

Shares8.4K

Event2026-06-30

Filed2026-07-29

IBD

Inspire Corporate Bond ETF

258.85%

Shares23.1K

Event2026-06-30

Filed2026-07-29

Vanguard Total World Stock ETF

5.11%

Shares3.4K

Event2026-06-30

Filed2026-07-29

VYM

Vanguard High Dividend Yd ETF

-2.17%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ALL

Allstate

-20.21%

Shares2.2K

Event2026-06-30

Filed2026-07-29

Unilever PLC ADR

New

Shares8.5K

Event2026-06-30

Filed2026-07-29

ADP

Auto Data Processing

-5.48%

Shares2.2K

Event2026-06-30

Filed2026-07-29

UNP

Union Pacific

-1.93%

Shares1.8K

Event2026-06-30

Filed2026-07-29

QRVO

Qorvo Inc

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

TXN

Texas Instruments Inc.

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CBRE

CBRE Group Inc

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IWO

iShares Russell 2000 Growth ETF

265.49%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IEMG

iShares Core MSCI ETF

-0.47%

Shares5.9K

Event2026-06-30

Filed2026-07-29

RTX Corporation

-1.24%

Shares2.4K

Event2026-06-30

Filed2026-07-29

Parker Hannifin Corp

0.00%

Shares457

Event2026-06-30

Filed2026-07-29

Brookfield Corp

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-29

BDX

Becton Dickinson & Co

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

BND

Vanguard Total U.S. Bond Market ETF

-40.25%

Shares6.0K

Event2026-06-30

Filed2026-07-29

ASML

Asml Hldgs Nv

0.00%

Shares220

Event2026-06-30

Filed2026-07-29

PNC

PNC Financial Services Group Inc.

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

WEC

WEC Energy Group

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

NCLH

Norwegian Cruise Line Holding Ltd

-77.81%

Shares19.5K

Event2026-06-30

Filed2026-07-29

ESGD

iShares ESG Aware MSCI EAFE ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

iShares Lehman Agg Bond Fd ETF

-4.57%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VTES

Vanguard Short-Term Tax-Exmpt Bd ETF

173.40%

Shares4.0K

Event2026-06-30

Filed2026-07-29

TMO

Thermo Fisher Scientific

-6.87%

Shares813

Event2026-06-30

Filed2026-07-29

PSX

Phillips 66 SHS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IBB

iShares NASDAQ Biotech ETF

-1.42%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SRE

Sempra Energy

0.69%

Shares4.2K

Event2026-06-30

Filed2026-07-29

HUM

Humana

0.00%

Shares982

Event2026-06-30

Filed2026-07-29

CME

CME Group Inc.

-6.38%

Shares1.8K

Event2026-06-30

Filed2026-07-29

Southern Company

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

OKE

Oneok Inc New

-1.48%

Shares4.5K

Event2026-06-30

Filed2026-07-29

Quanta Services Inc

0.00%

Shares539

Event2026-06-30

Filed2026-07-29

Blackrock Inc

0.00%

Shares399

Event2026-06-30

Filed2026-07-29

VTV

Vanguard Value Index ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

Goldman Sachs Group Inc

-5.07%

Shares356

Event2026-06-30

Filed2026-07-29

SBUX

Starbucks

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

VHT

Vanguard Health Care ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IJH

iShares S&P Midcap 400 Index ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

3M Company

-7.99%

Shares2.0K

Event2026-06-30

Filed2026-07-29

Integer Holdings Corp

-7.29%

Shares3.5K

Event2026-06-30

Filed2026-07-29

FTNT

Fortinet Inc

-26.55%

Shares2.1K

Event2026-06-30

Filed2026-07-29

MDLZ

Mondelez Int'l Inc.

-23.11%

Shares5.5K

Event2026-06-30

Filed2026-07-29

WELL

Welltower Inc REIT

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

GEN

NortonLifeLock Inc

-1.31%

Shares12.8K

Event2026-06-30

Filed2026-07-29

UNM

Unum Provident Corp.

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ALRS

Alerus Finl Corp

-2.64%

Shares9.6K

Event2026-06-30

Filed2026-07-29

GILD

Gilead Sciences Inc

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ROK

Rockwell Automation

-3.56%

Shares569

Event2026-06-30

Filed2026-07-29

LOW

Lowes Companies Inc.

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BNDX

Vanguard Total Int'l Bond Market ETF

-18.73%

Shares5.5K

Event2026-06-30

Filed2026-07-29

EFA

iShares MSCI EAFE ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VRTX

Vertex Pharmaceuticals

-3.61%

Shares534

Event2026-06-30

Filed2026-07-29

IJR

iShares S&P Sm Cap Idx 600 ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

NTES

NetEase Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PEG

Public Sv Enterprise

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

Mastercard Inc

-11.75%

Shares488

Event2026-06-30

Filed2026-07-29

QQQ

PowerShares QQQ Trust Sr 1 ETF

41.67%

Shares340

Event2026-06-30

Filed2026-07-29

Unitedhealth Group Inc.

0.00%

Shares601

Event2026-06-30

Filed2026-07-29

BAC

Bank of America Corp

-4.10%

Shares4.4K

Event2026-06-30

Filed2026-07-29

STE

Steris Corp.

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AT&T Inc.

-10.11%

Shares11.6K

Event2026-06-30

Filed2026-07-29

ITW

Illinois Tool Works

0.00%

Shares889

Event2026-06-30

Filed2026-07-29

NVO

Novo-Nordisk ADR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

Cigna Corp

0.24%

Shares840

Event2026-06-30

Filed2026-07-29

SYF

Synchrony Financial

-2.40%

Shares3.1K

Event2026-06-30

Filed2026-07-29

HPE

Hewlett Packard Ente

0.04%

Shares5.1K

Event2026-06-30

Filed2026-07-29

IGV

iShares Expanded Tech-Software Sect ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

FedEx Inc.

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

PGR

Progressive Corp

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

KLAC

KLA-Tencor Corporation

604.72%

Shares747

Event2026-06-30

Filed2026-07-29

WTS

Watts Water Technologies

0.00%

Shares573

Event2026-06-30

Filed2026-07-29

MAR

Marriott Int'l Inc. Cl A

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

RDY

Dr Reddys Labs ADR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-29

Oracle

-7.82%

Shares1.5K

Event2026-06-30

Filed2026-07-29

VXUS

Vanguard Total International Stock ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SHEL

Shell plc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

FITB

Fifth Third Bancorp

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VGSH

Vanguard Short-Term Treasury ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

MSI

Motorola Solutions Inc

0.00%

Shares501

Event2026-06-30

Filed2026-07-29

VGT

Vanguard Info Technology ETF

700.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

Citigroup

15.77%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SDY

SPDR S&P Dividend ETF

0.60%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IMO

Imperial Oil Ltd

-39.79%

Shares1.8K

Event2026-06-30

Filed2026-07-29

Morgan Stanley Dean Witter

0.00%

Shares975

Event2026-06-30

Filed2026-07-29

Ameriprise Financial Inc.

0.00%

Shares433

Event2026-06-30

Filed2026-07-29

DLR

Digital Realty Trust REIT

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Microchip Technology Inc.

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SXI

Standex Int'l Corp.

-46.00%

Shares500

Event2026-06-30

Filed2026-07-29

BMO

Bank Montreal Quebec

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

THO

Thor Industries Inc

-17.05%

Shares2.4K

Event2026-06-30

Filed2026-07-29

Facebook Inc Class A

-1.58%

Shares312

Event2026-06-30

Filed2026-07-29

DVY

iShares Select Dividend Idx ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

DELL

Dell Inc.

0.00%

Shares401

Event2026-06-30

Filed2026-07-29

KMB

Kimberly-Clark Corp.

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IVOV

Vanguard S&P Mid-Cap 400

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

Laboratory Corp of America Hlds

-9.67%

Shares607

Event2026-06-30

Filed2026-07-29

WFC

Wells Fargo & Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CEG

Constellation Energy Co.

420.63%

Shares656

Event2026-06-30

Filed2026-07-29

EQR

Equity Residential Prop. REIT

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

CARR

Carrier Global Corp-Wi

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CIBR

First Trust NASDAQ Cybersecurity ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

KRC

Kilroy Realty Corp REIT

-80.41%

Shares4.1K

Event2026-06-30

Filed2026-07-29

VTIP

Vanguard Sh-Tm Inflat- Prot ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VSAT

Viasat Inc

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

Zoetis Inc

-2.21%

Shares2.1K

Event2026-06-30

Filed2026-07-29

Broadridge Finl Solution

-6.52%

Shares1.1K

Event2026-06-30

Filed2026-07-29

COF

Capital One Financial

-7.67%

Shares734

Event2026-06-30

Filed2026-07-29

HSY

Hershey Foods Corp

-3.01%

Shares837

Event2026-06-30

Filed2026-07-29

VTR

Ventas REIT Inc

-17.89%

Shares1.7K

Event2026-06-30

Filed2026-07-29

WAT

Waters Corp

0.00%

Shares392

Event2026-06-30

Filed2026-07-29

CMCSA

Comcast Corp.

-6.02%

Shares5.8K

Event2026-06-30

Filed2026-07-29

SKYY

First Trust Cloud Computing ETF

-7.19%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Weyerhaeuser Company

-9.17%

Shares5.9K

Event2026-06-30

Filed2026-07-29

PPG

P P G Industries Inc.

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EFG

iShares MSCI EAFE Growth ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

0.00%

Shares902

Event2026-06-30

Filed2026-07-29

VITL

Vital Farms, Inc.

-2.51%

Shares11.3K

Event2026-06-30

Filed2026-07-29

IGIB

iShares 5-10 Yr Corporate Bond ETF

1.53%

Shares2.5K

Event2026-06-30

Filed2026-07-29

Qnity Electronics, Inc.

0.00%

Shares797

Event2026-06-30

Filed2026-07-29

XBI

SPDR S&P Biotech ETF

0.00%

Shares818

Event2026-06-30

Filed2026-07-29

WPC

W. P. Carey & Co. LLC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

Canadian Pacific

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

NATL

NCR Atleos Corp

-16.15%

Shares2.9K

Event2026-06-30

Filed2026-07-29

iShares Core MSCI EAFE ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

EUSB

iShares ESG Advanced Bond Market ETF

6.47%

Shares2.8K

Event2026-06-30

Filed2026-07-29

WTRG

Essential utilities ord

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

HPQ

HP Inc

0.04%

Shares5.5K

Event2026-06-30

Filed2026-07-29

XLF

Sector Spdr Fincl Select

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XEL

Xcel Energy Inc.

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

FMB

First Trust Managed Municipal ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SWKS

Skyworks Solutions Inc.

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

Bank of New York Mellon

0.00%

Shares788

Event2026-06-30

Filed2026-07-29

RSG

Republic Services Inc

0.00%

Shares537

Event2026-06-30

Filed2026-07-29

BIIB

Biogen Idec Inc

0.00%

Shares525

Event2026-06-30

Filed2026-07-29

IWF

iShares Russell 1000 Growth ETF

300.00%

Shares908

Event2026-06-30

Filed2026-07-29

USXF

iShares ESG Advanced MSCI USA ETF

-4.44%

Shares1.6K

Event2026-06-30

Filed2026-07-29

Consolidated Edison Inc.

0.00%

Shares985

Event2026-06-30

Filed2026-07-29

PSA

Public Storage, Inc.

New

Shares339

Event2026-06-30

Filed2026-07-29

VNQ

Vanguard REIT ETF

-34.97%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VFH

Vanguard Financials ETF

0.00%

Shares808

Event2026-06-30

Filed2026-07-29

Netflix Inc.

-40.75%

Shares1.5K

Event2026-06-30

Filed2026-07-29

APH

Amphenol Corp Cl A

0.00%

Shares580

Event2026-06-30

Filed2026-07-29

EEM

iShares MSCI Emerging Market ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

VBK

Vanguard Small Cap Growth ETF

0.00%

Shares270

Event2026-06-30

Filed2026-07-29

IAGG

iShares Core International Bond ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

XJH

iShares ESG Screened S&P Mid-Cap ETF

-3.03%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ServiceNow Inc

-27.27%

Shares960

Event2026-06-30

Filed2026-07-29

AMX

America Movil L ADR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

INGR

Ingredion Incorporated

-74.75%

Shares974

Event2026-06-30

Filed2026-07-29

IWP

iShares Russell Midcap Grth ETF

0.00%

Shares628

Event2026-06-30

Filed2026-07-29

Loews Corp

-7.86%

Shares809

Event2026-06-30

Filed2026-07-29

EPI

WisdomTree India Earnings ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SYY

Sysco Corp.

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VRSK

Verisk Analytics Inc Cla

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

NULG

Nuveen ESG Large-Cap Growth ETF

0.00%

Shares762

Event2026-06-30

Filed2026-07-29

Glaxo Smithkline ADR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-29

RING

iShares MSCI Global Gold Miners ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

S & P Global Inc

0.00%

Shares204

Event2026-06-30

Filed2026-07-29

Philip Morris Intl Inc

0.00%

Shares452

Event2026-06-30

Filed2026-07-29

CRM

Salesforce Com

0.00%

Shares523

Event2026-06-30

Filed2026-07-29

VOE

Vanguard Mid Cap Value ETF

0.00%

Shares413

Event2026-06-30

Filed2026-07-29

HWM

Howmet Aerospace Inc

0.00%

Shares303

Event2026-06-30

Filed2026-07-29

ASTE

Astec Industries

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

YUM

Yum! Brands, Inc.

0.00%

Shares499

Event2026-06-30

Filed2026-07-29

PIO

Invesco Global Water ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

NULV

Nuveen ESG Large-Cap Value ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PLD

Prologis Reit

0.00%

Shares565

Event2026-06-30

Filed2026-07-29

UDR

UDR Inc

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SCHV

Schwab Large Cap Value Indx ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

TransCanada Corp.

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

EPD

Enterprise Products Prtn LP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

HSBC

HSBC Holdings PLC ADR

0.00%

Shares783

Event2026-06-30

Filed2026-07-29

DGS

WisdomTree Emerg Mk SmCap ETF

0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Vanguard Mid Cap ETF

264.80%

Shares912

Event2026-06-30

Filed2026-07-29

CINF

Cincinnati Financial Corp

0.00%

Shares390

Event2026-06-30

Filed2026-07-29

Vanguard Small Cap ETF

0.00%

Shares238

Event2026-06-30

Filed2026-07-29

E I DuPont

-66.75%

Shares515

Event2026-06-30

Filed2026-07-29

LMT

Lockheed Martin

0.00%

Shares136

Event2026-06-30

Filed2026-07-29

CVS

CVS Corp

0.00%

Shares653

Event2026-06-30

Filed2026-07-29

PHG

Kon Philips Electric NV

3.67%

Shares2.5K

Event2026-06-30

Filed2026-07-29

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

0.00%

Shares782

Event2026-06-30

Filed2026-07-29

TRI

Thomson Reuters Corp

-47.29%

Shares808

Event2026-06-30

Filed2026-07-29

DFJ

Wisdomtree Japan SmCap Div ETF

0.00%

Shares620

Event2026-06-30

Filed2026-07-29

USB

U.S. Bancorp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

OTIS

OTIS Worldwide Corp-Wi

0.00%

Shares847

Event2026-06-30

Filed2026-07-29

IRM

Iron Mountain Inc REIT

0.00%

Shares475

Event2026-06-30

Filed2026-07-29

EFX

Equifax Inc

0.00%

Shares373

Event2026-06-30

Filed2026-07-29

Knowles Corp

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

TPR

Tapestry Inc

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

FHLC

Fidelity MSCI Health Care Index ETF

0.00%

Shares711

Event2026-06-30

Filed2026-07-29

NOC

Northrop Grumman Corp

-25.17%

Shares107

Event2026-06-30

Filed2026-07-29

TGT

Target Corp.

0.00%

Shares410

Event2026-06-30

Filed2026-07-29

EBAY

E Bay Inc.

0.00%

Shares475

Event2026-06-30

Filed2026-07-29

TSLA

Tesla Motors

-98.38%

Shares125

Event2026-06-30

Filed2026-07-29

URI

United Rentals Inc

0.00%

Shares47

Event2026-06-30

Filed2026-07-29

GILT

Gilat Satellite Networks Ltd

-58.49%

Shares3.9K

Event2026-06-30

Filed2026-07-29

XVV

iShares ESG Screened S&P 500 ETF

-0.76%

Shares912

Event2026-06-30

Filed2026-07-29

ITB

iShares DJ Home Construction ETF

0.00%

Shares485

Event2026-06-30

Filed2026-07-29

RSP

Rydex S&P 500 Eq Wgt ETF

0.00%

Shares236

Event2026-06-30

Filed2026-07-29

ELV

Anthem Inc

0.00%

Shares127

Event2026-06-30

Filed2026-07-29

KVUE

Kenvue Inc.

-28.73%

Shares2.5K

Event2026-06-30

Filed2026-07-29

Corteva Inc com

-8.74%

Shares564

Event2026-06-30

Filed2026-07-29

IJK

iShares S&P Mid-Cap Grow ETF

0.00%

Shares396

Event2026-06-30

Filed2026-07-29

Vangard Russell 2000 ETF

0.00%

Shares386

Event2026-06-30

Filed2026-07-29

BSV

Vanguard Short-Term Bond ETF

-23.76%

Shares600

Event2026-06-30

Filed2026-07-29

SYK

Stryker Corp.

0.00%

Shares145

Event2026-06-30

Filed2026-07-29

XRAY

Dentsply Int'l Inc

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

ALCO

Alico, Inc.

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

Element Fleet Management Corp

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IEI

iShares Barclays 3-7 Treasury ETF

0.00%

Shares365

Event2026-06-30

Filed2026-07-29

CHH

Choice Hotels Intn'l.

0.00%

Shares374

Event2026-06-30

Filed2026-07-29

XLV

Sector SPDR Health Fd Shares

0.00%

Shares251

Event2026-06-30

Filed2026-07-29

Jacobs Engineering Group Inc

0.00%

Shares303

Event2026-06-30

Filed2026-07-29

SON

Sonoco Products

0.00%

Shares669

Event2026-06-30

Filed2026-07-29

SWK

Stanley Black & Decker

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

Wyndham Hotels & Resorts Inc

0.00%

Shares452

Event2026-06-30

Filed2026-07-29

ADI

Analog Devices Inc.

0.00%

Shares92

Event2026-06-30

Filed2026-07-29

Ingersoll Rand Inc

0.00%

Shares454

Event2026-06-30

Filed2026-07-29

SCHD

Schwab US Div Equity ETF

-41.98%

Shares1.2K

Event2026-06-30

Filed2026-07-29

XLB

SPDR Materials Select Sec. ETF

0.00%

Shares732

Event2026-06-30

Filed2026-07-29

FUTY

Fidelity MSCI Utilities Index ETF

0.00%

Shares613

Event2026-06-30

Filed2026-07-29

ICE

Intercontinental Exchange, Inc.

-20.44%

Shares292

Event2026-06-30

Filed2026-07-29

CGW

Guggenheim S&P Global Water Index

0.00%

Shares534

Event2026-06-30

Filed2026-07-29

CrowdStrike Holdings, Inc.

0.00%

Shares45

Event2026-06-30

Filed2026-07-29

SOLS

Solstice Advanced Materials, Inc.

-15.02%

Shares379

Event2026-06-30

Filed2026-07-29

IWN

Ishares Russell 2000 Value ETF

0.00%

Shares151

Event2026-06-30

Filed2026-07-29

Suncor Energy Inc.

-21.55%

Shares619

Event2026-06-30

Filed2026-07-29

DAL

Delta Airlines

0.00%

Shares340

Event2026-06-30

Filed2026-07-29

PAVE

Global X US Infrastructure Dev ETF

0.00%

Shares537

Event2026-06-30

Filed2026-07-29

EFAV

iShares Edge MSCI Min Vol EAFE ETF

0.00%

Shares362

Event2026-06-30

Filed2026-07-29

XLY

SPDR Consumer Disc Select ETF

0.00%

Shares272

Event2026-06-30

Filed2026-07-29

Tri Continental Corp

0.00%

Shares929

Event2026-06-30

Filed2026-07-29

VOX

Vanguard Communication Services ETF

0.00%

Shares166

Event2026-06-30

Filed2026-07-29

FTCS

First Trust Capital Strength ETF

-50.40%

Shares312

Event2026-06-30

Filed2026-07-29

GPC

Genuine Parts Co

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

Allegion Public Ltd Co

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

Edwards Lifesciences Corp

0.00%

Shares312

Event2026-06-30

Filed2026-07-29

GEHC

GE Healthcare

-34.54%

Shares434

Event2026-06-30

Filed2026-07-29

SPYG

SPDR Portfolio S&P 500 Growth ETF

0.00%

Shares234

Event2026-06-30

Filed2026-07-29

PWB

Invesco Large Cap Growth ETF

0.00%

Shares158

Event2026-06-30

Filed2026-07-29

MMC

Marsh & McLennan Co's

-20.87%

Shares163

Event2026-06-30

Filed2026-07-29

AWK

American Water Works Co

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

ATO

Atmos Energy Corp

0.00%

Shares150

Event2026-06-30

Filed2026-07-29

CHTR

Charter Communications Inc

0.00%

Shares184

Event2026-06-30

Filed2026-07-29

SPDW

SPDR Portfolio Developed Wld ex-US ETF

0.00%

Shares510

Event2026-06-30

Filed2026-07-29

EEMV

iShares MSCI Emerg Mkts Min Vol Fctr ETF

0.00%

Shares329

Event2026-06-30

Filed2026-07-29

LIN

Linde plc

0.00%

Shares48

Event2026-06-30

Filed2026-07-29

DHI

D R Horton Co.

0.00%

Shares150

Event2026-06-30

Filed2026-07-29

XJR

iShares ESG Screened S&P Small-Cap ETF

-7.47%

Shares458

Event2026-06-30

Filed2026-07-29

XLI

Select Sector Industrial ETF

0.00%

Shares129

Event2026-06-30

Filed2026-07-29

Adobe Systems Inc.

0.00%

Shares112

Event2026-06-30

Filed2026-07-29

INTU

Intuit

0.00%

Shares87

Event2026-06-30

Filed2026-07-29

BKNG

Booking Holdings Inc

2400.00%

Shares125

Event2026-06-30

Filed2026-07-29

COR

Cencora, Inc

0.00%

Shares77

Event2026-06-30

Filed2026-07-29

GIS

General Mills, Inc.

0.00%

Shares644

Event2026-06-30

Filed2026-07-29

HDV

Ishares Core High ETF

400.00%

Shares820

Event2026-06-30

Filed2026-07-29

TKO

TKO Group Holdings Inc

0.00%

Shares107

Event2026-06-30

Filed2026-07-29

LCTU

BlackRock U.S. Carbon Transition Readiness ETF

0.00%

Shares266

Event2026-06-30

Filed2026-07-29

DOW

Dow In

0.00%

Shares779

Event2026-06-30

Filed2026-07-29

SLQD

iShares 0-5 Year Invmt Grade Corp Bd ETF

0.00%

Shares418

Event2026-06-30

Filed2026-07-29

MNST

Monster Beverage Corp

0.00%

Shares216

Event2026-06-30

Filed2026-07-29

PYPL

Paypal Holdings

0.00%

Shares475

Event2026-06-30

Filed2026-07-29

SPYV

SPDR Portfolio S&P 500 Value ETF

0.00%

Shares353

Event2026-06-30

Filed2026-07-29

VEU

Vanguard FTSE All World ex US ETF

-63.62%

Shares251

Event2026-06-30

Filed2026-07-29

USRT

iShares Core U.S. REIT ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

TDG

TransDigm Group Incorporated

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

Accenture Ltd Cl A

0.00%

Shares154

Event2026-06-30

Filed2026-07-29

SHY

iShares Barclays 1-3yr. Trs ETF

0.00%

Shares226

Event2026-06-30

Filed2026-07-29

TTWO

Take Two Interactv Sftwr

0.00%

Shares75

Event2026-06-30

Filed2026-07-29

CNI

Canadian Natl Ry Co

0.00%

Shares150

Event2026-06-30

Filed2026-07-29

NFTY

First Trust India NIFTY ETF

0.00%

Shares329

Event2026-06-30

Filed2026-07-29

IXUS

iShares Core MSCI Total Intl Stk ETF

0.00%

Shares187

Event2026-06-30

Filed2026-07-29

LDUR

PIMCO Enhanced Low Duration Active ETF

0.00%

Shares190

Event2026-06-30

Filed2026-07-29

XSD

SPDR S&P Semiconductor ETF

0.00%

Shares29

Event2026-06-30

Filed2026-07-29

TFC

Truist Finl Corp Com

0.00%

Shares356

Event2026-06-30

Filed2026-07-29

LNG

Cheniere Energy Inc New

-39.17%

Shares73

Event2026-06-30

Filed2026-07-29

Constellation Brand Cl Aclass A

0.00%

Shares119

Event2026-06-30

Filed2026-07-29

DOC

Healthpeak Properties Inc

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

KKR

KKR & Co LP

-45.45%

Shares180

Event2026-06-30

Filed2026-07-29

MSEX

Middlesex Water Co

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

Nxp Semiconductors

-9.23%

Shares59

Event2026-06-30

Filed2026-07-29

ROST

Ross Stores Inc

0.00%

Shares81

Event2026-06-30

Filed2026-07-29

UBS

UBS Group AG

0.00%

Shares339

Event2026-06-30

Filed2026-07-29

General Dynamics Corp.

0.00%

Shares44

Event2026-06-30

Filed2026-07-29

HRL

Hormel Foods Corp

0.00%

Shares640

Event2026-06-30

Filed2026-07-29

WHR

Whirlpool

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

MQY

Blackrock MuniYield Quality Fund

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

FAST

Fastenal Co

0.00%

Shares308

Event2026-06-30

Filed2026-07-29

DSI

iShares MSCI KLD 400 Social ETF

0.00%

Shares105

Event2026-06-30

Filed2026-07-29

DHS

Wisdomtree High Dividend

0.00%

Shares135

Event2026-06-30

Filed2026-07-29

Agilent Technologies

0.00%

Shares105

Event2026-06-30

Filed2026-07-29

DHR

Danaher Corp

50.00%

Shares75

Event2026-06-30

Filed2026-07-29

EQIX

Equinix REIT

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

MET

Metlife Inc.

0.00%

Shares168

Event2026-06-30

Filed2026-07-29

VYX

NCR Voyix Corporation

-52.35%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PANW

Palo Alto Networks

-93.05%

Shares42

Event2026-06-30

Filed2026-07-29

SOLV

Solventum Corporation

0.00%

Shares175

Event2026-06-30

Filed2026-07-29

SPDR Utility Select Sec ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

VDE

Vanguard Energy ETF

0.00%

Shares96

Event2026-06-30

Filed2026-07-29

Lam Research

0.00%

Shares31

Event2026-06-30

Filed2026-07-29

SHOP

Shopify Inc

-46.73%

Shares114

Event2026-06-30

Filed2026-07-29

SLYV

SPDR S&P 600 Small Cap ETF

0.00%

Shares115

Event2026-06-30

Filed2026-07-29

CGDV

Capital Group Dividend Value ETF

0.00%

Shares237

Event2026-06-30

Filed2026-07-29

ITA

iShares US Aerospace & Defense ETF

-75.62%

Shares49

Event2026-06-30

Filed2026-07-29

NKE

Nike, Inc.

0.00%

Shares304

Event2026-06-30

Filed2026-07-29

UNB

Union Bankshares Inc. Vt.

New

Shares500

Event2026-06-30

Filed2026-07-29

CAH

Cardinal Health Inc

New

Shares48

Event2026-06-30

Filed2026-07-29

EOG

E O G Resources Inc

0.00%

Shares86

Event2026-06-30

Filed2026-07-29

LULU

Lululemon Athletica Inc

New

Shares100

Event2026-06-30

Filed2026-07-29

NEA

Nuveen AMT-Free Municipal Income Fund

0.00%

Shares930

Event2026-06-30

Filed2026-07-29

VDC

Vanguard Consumer Staples ETF

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

Aecom

0.00%

Shares149

Event2026-06-30

Filed2026-07-29

CLX

Clorox Company

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

HLN

Haleon ADR

0.19%

Shares1.0K

Event2026-06-30

Filed2026-07-29

REGN

Regeneron Pharmaceuticals Inc

0.00%

Shares16

Event2026-06-30

Filed2026-07-29

WDC

Western Digital Corp.

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

BAX

Baxter International

0.00%

Shares444

Event2026-06-30

Filed2026-07-29

Electronic Arts Inc

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

EXPD

Expeditors Int'l of Washington

0.00%

Shares47

Event2026-06-30

Filed2026-07-29

Insulet Corporation

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

ESGU

iShares ESG Aware MSCI USA ETF

0.00%

Shares49

Event2026-06-30

Filed2026-07-29

ESGE

iShares MSCI Emerg Esg ETF

0.00%

Shares138

Event2026-06-30

Filed2026-07-29

WBD

Warner Bros. Discovery, Inc.

-33.33%

Shares292

Event2026-06-30

Filed2026-07-29

ERTH

Invesco Cleantech ETF

0.00%

Shares140

Event2026-06-30

Filed2026-07-29

ICLN

iShares Global Clean Energy

-39.46%

Shares336

Event2026-06-30

Filed2026-07-29

VSNT

Versant Media Group, Inc.

-17.00%

Shares205

Event2026-06-30

Filed2026-07-29

XLG

Guggenheim ETF

0.00%

Shares105

Event2026-06-30

Filed2026-07-29

IYW

iShares Tr DJ U S Tech Sector ETF

0.00%

Shares22

Event2026-06-30

Filed2026-07-29

Lamb Weston Holdings Inc

0.00%

Shares133

Event2026-06-30

Filed2026-07-29

NDAQ

Nasdaq, Inc.

0.00%

Shares71

Event2026-06-30

Filed2026-07-29

BIV

Vanguard Interm. Bond Idx ETF

1.30%

Shares78

Event2026-06-30

Filed2026-07-29

CAG

Conagra Foods Inc.

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

LCTD

BlackRock World ex U.S. Carbon Transition Readiness ETF

0.00%

Shares77

Event2026-06-30

Filed2026-07-29

Chemours Co LLC

0.00%

Shares185

Event2026-06-30

Filed2026-07-29

GIL

Gildan Activewear Inc.

0.00%

Shares69

Event2026-06-30

Filed2026-07-29

CCNE

CNB Financial Corporation

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

SUSB

iShares ESG 1-5 Year USD Corp Bd ETF

0.00%

Shares116

Event2026-06-30

Filed2026-07-29

SCHA

Schwab US Small-Cap ETF

0.00%

Shares76

Event2026-06-30

Filed2026-07-29

MICC

The Magnum Ice Cream Company N.V.

-90.59%

Shares156

Event2026-06-30

Filed2026-07-29

VCSH

Vanguard Corp Bond ETF

0.00%

Shares37

Event2026-06-30

Filed2026-07-29

VBR

Vanguard Small Cap Value ETF

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

TLT

Ishares 20 Yr Treas. Barclays ETF

0.00%

Shares18

Event2026-06-30

Filed2026-07-29

Kyndryl Holdings, Inc

-60.61%

Shares169

Event2026-06-30

Filed2026-07-29

SCHM

Schwab US Mid-Cap ETF

0.00%

Shares54

Event2026-06-30

Filed2026-07-29

VTRS

Viatris Inc

2.13%

Shares96

Event2026-06-30

Filed2026-07-29

MBB

iShares MBS ETF

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

SCHO

Schwab Short-Term US Treasury ETF

0.00%

Shares23

Event2026-06-30

Filed2026-07-29

ELME

Washington REIT

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

DXC

DXC Technology Company

New

Shares1

Event2026-06-30

Filed2026-07-29

EMN

Eastman Chemical Co.

New

Shares2

Event2026-06-30

Filed2026-07-29

Goodyear Tire & Rubber

New

Shares2

Event2026-06-30

Filed2026-07-29

PGX

Invesco Preferred ETF

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

OXY.WS

Occidental Pete Corp

New

Shares2

Event2026-06-30

Filed2026-07-29

OXY

Occidental Petroleum Corp.

New

Shares1

Event2026-06-30

Filed2026-07-29

UPS

United Parcel Service

New

Shares1

Event2026-06-30

Filed2026-07-29

ANGL

VanEck Fallen Angel HiYld Bd ETF

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

WAB

WABTec

-90.91%

Shares1

Event2026-06-30

Filed2026-07-29

HYLB

Xtrackers USD High Yield Corporate Bond ETF

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

ZBH

Zimmer Biomet Holdings Inc.

New

Shares2

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available