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The Analysis of HHM Wealth Advisors, LLC's Holdings & P&L

Currently, HHM Wealth Advisors, LLC holds 896 types of securities in its portfolio with a total value $993.6M. In the most recent quarter, they have increased their positions in AVUV (+74.5K shares, valued at $9.3M), SCHD (+156.1K shares, valued at $5.0M), SCHG (+133.1K shares, valued at $4.5M); decreased their positions in CALF (-130.1K shares, valued at $6.6M), MU (-1.3K shares, valued at $1.4M), USMV (-9.8K shares, valued at $947.6K); initiated new positions in N/A (+800 shares, valued at $772.0K), N/A (+3.6K shares, valued at $612.9K), MMIT (+14.2K shares, valued at $346.0K).

1M P&L

+7.7M+0.79%

3M P&L

+46.2M+4.90%

HY P&L

+80.7M+8.89%

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/A816.3M

85.4%

2Consumer Electronics19.9M

2.1%

3Semiconductors12.8M

1.3%

Top Industries by Stock Count

1N/A290 stocks

36.0%

2Banks - Regional24 stocks

3.0%

3Semiconductors18 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR5.3M shares3.03%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR5.3M shares2.17%2026-06-302026-07-13

SCHG SCHWAB STRATEGIC TR3.7M shares3.70%2026-06-302026-07-13

SPMD SPDR SERIES TRUST856.4K shares5.16%2026-06-302026-07-13

SPTS SPDR SERIES TRUST1.3M shares-0.71%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR1.1M shares4.08%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS318.2K shares4.57%2026-06-302026-07-13

AVUV AMERICAN CENTY ETF TR224.9K shares49.50%2026-06-302026-07-13

Sponsored

FNDF SCHWAB STRATEGIC TR381.6K shares11.49%2026-06-302026-07-13

AAPL APPLE INC68.7K shares-0.18%2026-06-302026-07-13

FNDE SCHWAB STRATEGIC TR480.9K shares11.03%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS75.8K shares0.09%2026-06-302026-07-13

SCHM SCHWAB STRATEGIC TR473.0K shares-2.18%2026-06-302026-07-13

SCHA SCHWAB STRATEGIC TR479.8K shares3.10%2026-06-302026-07-13

CALF PACER FDS TR250.1K shares-34.22%2026-06-302026-07-13

MSFT MICROSOFT CORP26.8K shares7.51%2026-06-302026-07-13

Sponsored

AMZN AMAZON COM INC34.4K shares9.29%2026-06-302026-07-13

CAT CATERPILLAR INC5.1K shares0.29%2026-06-302026-07-13

NVDA NVIDIA CORPORATION26.4K shares6.32%2026-06-302026-07-13

GOOGL ALPHABET INC12.7K shares1.10%2026-06-302026-07-13

VUG VANGUARD INDEX FDS47.5K shares496.21%2026-06-302026-07-13

ISHARES TR ISHARES TR5.0K shares4.47%2026-06-302026-07-13

GOOG ALPHABET INC10.3K shares7.18%2026-06-302026-07-13

FNDA SCHWAB STRATEGIC TR93.4K shares0.05%2026-06-302026-07-13

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.7K shares1.31%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP10.2K shares0.08%2026-06-302026-07-13

USMV ISHARES TR31.4K shares-23.83%2026-06-302026-07-13

JPUS J P MORGAN EXCHANGE TRADED F20.5K shares-5.80%2026-06-302026-07-13

TFI SPDR SERIES TRUST62.8K shares-16.36%2026-06-302026-07-13

UNM UNUM GROUP31.6K shares0.84%2026-06-302026-07-13

RSPT INVESCO EXCHANGE TRADED FD T43.5K shares0.00%2026-06-302026-07-13

FNDB SCHWAB STRATEGIC TR88.7K shares-1.97%2026-06-302026-07-13

Sponsored

LLY ELI LILLY & CO2.2K shares4.61%2026-06-302026-07-13

CSRE COHEN & STEERS ETF TRUST91.1K shares58.64%2026-06-302026-07-13

TSLA TESLA INC5.9K shares0.87%2026-06-302026-07-13

VISA INC VISA INC7.2K shares18.77%2026-06-302026-07-13

ABBVIE INC ABBVIE INC9.4K shares0.38%2026-06-302026-07-13

HD HOME DEPOT INC6.7K shares0.63%2026-06-302026-07-13

MOAT VANECK ETF TRUST22.8K shares-0.96%2026-06-302026-07-13

QQQ INVESCO QQQ TR3.2K shares-0.03%2026-06-302026-07-13

Sponsored

CWI SPDR INDEX SHS FDS56.5K shares-5.09%2026-06-302026-07-13

SFBS SERVISFIRST BANCSHARES INC25.6K shares-6.47%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC18.2K shares1.76%2026-06-302026-07-13

IWF ISHARES TR17.2K shares299.63%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC3.8K shares86.22%2026-06-302026-07-13

SPHQ INVESCO EXCHANGE TRADED FD T22.5K shares0.00%2026-06-302026-07-13

WMT WALMART INC17.2K shares1.43%2026-06-302026-07-13

SOUTHERN CO SOUTHERN CO20.1K shares-2.06%2026-06-302026-07-13

Sponsored

VOO VANGUARD INDEX FDS2.8K shares1.21%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC1.6K shares-44.24%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares-2.16%2026-06-302026-07-13

HCA HCA HEALTHCARE INC4.5K shares0.00%2026-06-302026-07-13

PG PROCTER & GAMBLE CO11.4K shares0.47%2026-06-302026-07-13

SCHH SCHWAB STRATEGIC TR69.9K shares-3.25%2026-06-302026-07-13

RF REGIONS FINANCIAL CORP NEW54.3K shares-8.34%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP11.7K shares1.94%2026-06-302026-07-13

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL6.8K shares0.18%2026-06-302026-07-13

SCHZ SCHWAB STRATEGIC TR65.2K shares2.13%2026-06-302026-07-13

STRL STERLING INFRASTRUCTURE INC1.7K shares0.00%2026-06-302026-07-13

STRATEGY INC STRATEGY INC16.5K shares-8.33%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T6.4K shares1.43%2026-06-302026-07-13

GE GE AEROSPACE3.6K shares0.36%2026-06-302026-07-13

MLR MILLER INDS INC TENN26.1K shares55.58%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON5.2K shares4.91%2026-06-302026-07-13

Sponsored

SCHX SCHWAB STRATEGIC TR44.6K shares0.00%2026-06-302026-07-13

SGOV ISHARES TR13.0K shares-18.88%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS25.7K shares-0.55%2026-06-302026-07-13

SMH VANECK ETF TRUST1.9K shares-3.79%2026-06-302026-07-13

TM TOYOTA MOTOR CORP7.4K shares18.46%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC2.1K shares3.41%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.8K shares-16.49%2026-06-302026-07-13

IJH ISHARES TR15.2K shares-2.61%2026-06-302026-07-13

Sponsored

RWO SPDR INDEX SHS FDS22.5K shares-3.06%2026-06-302026-07-13

BROADCOM INC BROADCOM INC2.9K shares15.64%2026-06-302026-07-13

SCHV SCHWAB STRATEGIC TR31.3K shares1.87%2026-06-302026-07-13

GEV GE VERNOVA INC907 shares-2.79%2026-06-302026-07-13

ISTB ISHARES TR21.6K shares-3.27%2026-06-302026-07-13

DXPE DXP ENTERPRISES INC6.0K shares-10.24%2026-06-302026-07-13

BAC BANK OF AMER CORP17.3K shares0.93%2026-06-302026-07-13

KO COCA COLA CO11.7K shares-2.46%2026-06-302026-07-13

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.48%2026-06-302026-07-13

FEGE RBB FUND TRUST19.1K shares27.29%2026-06-302026-07-13

SDY SPDR SERIES TRUST6.1K shares0.00%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares-0.41%2026-06-302026-07-13

CMI CUMMINS INC1.3K shares-1.46%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.12.5K shares-0.25%2026-06-302026-07-13

ILCG ISHARES TR7.6K shares0.00%2026-06-302026-07-13

ARM ARM HOLDINGS PLC2.5K shares0.80%2026-06-302026-07-13

Sponsored

INTC INTEL CORP6.3K shares-24.78%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC11.8K shares0.00%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC9.4K shares0.92%2026-06-302026-07-13

SCHE SCHWAB STRATEGIC TR22.8K shares-2.14%2026-06-302026-07-13

MO ALTRIA GROUP INC11.3K shares-0.81%2026-06-302026-07-13

FTNT FORTINET INC5.2K shares0.11%2026-06-302026-07-13

RSPH INVESCO EXCHANGE TRADED FD T23.9K shares3.46%2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL800 sharesnew addition2026-06-302026-07-13

Sponsored

PM PHILIP MORRIS INTL INC4.2K shares-1.09%2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS9.6K shares-10.74%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS4.5K shares0.00%2026-06-302026-07-13

ALL ALLSTATE CORP3.0K shares-7.25%2026-06-302026-07-13

IOO ISHARES TR5.1K shares0.00%2026-06-302026-07-13

MRK MERCK & CO INC5.4K shares-0.44%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR3.6K shares1.55%2026-06-302026-07-13

Sponsored

RTX CORPORATION RTX CORPORATION3.6K shares3.80%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW5.2K shares-0.58%2026-06-302026-07-13

ORACLE CORP ORACLE CORP4.4K shares3.61%2026-06-302026-07-13

PNFP PINNACLE FINL PARTNERS INC6.1K shares0.00%2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.6K sharesnew addition2026-06-302026-07-13

MAA MID-AMER APT CMNTYS INC4.4K shares-9.87%2026-06-302026-07-13

UNP UNION PAC CORP2.2K shares3.39%2026-06-302026-07-13

DAL DELTA AIR LINES INC6.4K shares-4.27%2026-06-302026-07-13

Sponsored

CVX CHEVRON CORPORATION3.6K shares4.24%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.0K shares16.99%2026-06-302026-07-13

OKE ONEOK INC NEW6.6K shares-1.80%2026-06-302026-07-13

GLD SPDR GOLD TR1.6K shares0.78%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS8.0K shares-5.87%2026-06-302026-07-13

O REALTY INCOME CORP9.0K shares-1.78%2026-06-302026-07-13

JPIN J P MORGAN EXCHANGE TRADED F7.6K shares0.00%2026-06-302026-07-13

MPC MARATHON PETE CORP2.1K shares-1.66%2026-06-302026-07-13

Sponsored

FHN FIRST HORIZON CORPORATION21.2K shares0.00%2026-06-302026-07-13

ITOT ISHARES TR3.3K shares143.46%2026-06-302026-07-13

TXN TEXAS INSTRS INC1.8K shares4.69%2026-06-302026-07-13

WFC WELLS FARGO & CO6.4K shares0.02%2026-06-302026-07-13

ABT ABBOTT LABORATORIES5.8K shares-1.31%2026-06-302026-07-13

DIS DISNEY WALT CO5.4K shares0.00%2026-06-302026-07-13

CRWV COREWEAVE INC5.2K shares0.00%2026-06-302026-07-13

GLW CORNING INC2.0K shares-8.30%2026-06-302026-07-13

Sponsored

BX BLACKSTONE INC4.2K shares-0.83%2026-06-302026-07-13

VB VANGUARD INDEX FDS1.6K shares-1.52%2026-06-302026-07-13

AMGN AMGEN INC1.4K shares5.05%2026-06-302026-07-13

NUKZ EXCHANGE TRADED CONCEPTS TRU7.1K shares-1.33%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L13.0K shares0.00%2026-06-302026-07-13

ASML ASML HLDG NV236 shares6.79%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO1.4K shares1.18%2026-06-302026-07-13

QCOM QUALCOMM INC2.5K shares30.56%2026-06-302026-07-13

Sponsored

RGLD ROYAL GOLD INC2.3K shares0.88%2026-06-302026-07-13

TSEM TOWER SEMICONDUCTOR LTD1.7K shares0.00%2026-06-302026-07-13

RMBS RAMBUS INC DEL3.3K shares0.00%2026-06-302026-07-13

LOW LOWES COS INC2.0K shares0.91%2026-06-302026-07-13

DE DEERE & CO689 shares14.26%2026-06-302026-07-13

COF CAPITAL ONE FINL CORP2.1K shares0.00%2026-06-302026-07-13

PEP PEPSICO INC3.0K shares-0.16%2026-06-302026-07-13

VHT VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-13

Sponsored

SNA SNAP ON INC1.0K shares1.40%2026-06-302026-07-13

TFC TRUIST FINL CORP8.1K shares-0.39%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION423 shares6.02%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED769 shares1.32%2026-06-302026-07-13

IAU ISHARES GOLD TR5.0K shares-1.19%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP4.1K shares-2.37%2026-06-302026-07-13

DIA STATE STR SPDR DOW JONES IND723 shares0.00%2026-06-302026-07-13

IYW ISHARES TR1.5K shares0.00%2026-06-302026-07-13

Sponsored

IEMG ISHARES INC4.2K shares287.90%2026-06-302026-07-13

FNDC SCHWAB STRATEGIC TR7.2K shares0.00%2026-06-302026-07-13

ETN EATON CORP PLC814 shares-5.46%2026-06-302026-07-13

MMIT NEW YORK LIFE INVTS ACTIVE E14.2K sharesnew addition2026-06-302026-07-13

SMBK SMARTFINANCIAL INC7.3K shares44.27%2026-06-302026-07-13

VLO VALERO ENERGY CORP1.3K shares0.38%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC693 shares151.09%2026-06-302026-07-13

KKR KKR & CO INC3.6K shares0.03%2026-06-302026-07-13

Sponsored

RPG INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2026-06-302026-07-13

VO VANGUARD INDEX FDS4.0K shares402.50%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC320 shares9.59%2026-06-302026-07-13

EFA ISHARES TR3.1K shares-13.90%2026-06-302026-07-13

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-13

DHR DANAHER CORP DEL1.7K shares-4.27%2026-06-302026-07-13

PSX PHILLIPS 661.9K shares2.41%2026-06-302026-07-13

CW CURTISS WRIGHT CORP410 shares0.00%2026-06-302026-07-13

Sponsored

PANW PALO ALTO NETWORKS INC904 shares21.18%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC606 shares0.00%2026-06-302026-07-13

DGRW WISDOMTREE TR3.1K shares-4.29%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP559 shares-17.19%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC952 shares371.29%2026-06-302026-07-13

EMR EMERSON ELEC CO2.0K shares10.31%2026-06-302026-07-13

GD GENERAL DYNAMICS CORP797 shares1.14%2026-06-302026-07-13

FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2026-06-302026-07-13

Sponsored

ANET ARISTA NETWORKS INC1.6K shares17.70%2026-06-302026-07-13

VTV VANGUARD INDEX FDS1.2K shares0.81%2026-06-302026-07-13

AMT AMERICAN TOWER CORP1.6K shares-1.14%2026-06-302026-07-13

VGT VANGUARD WORLD FD2.2K shares484.64%2026-06-302026-07-13

XLRE SELECT SECTOR SPDR TR6.1K shares0.00%2026-06-302026-07-13

IDV ISHARES TR6.4K shares0.00%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS928 shares4.62%2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC2.4K shares0.00%2026-06-302026-07-13

Sponsored

VEU VANGUARD INTL EQUITY INDEX F3.1K shares0.00%2026-06-302026-07-13

MS MORGAN STANLEY1.2K shares9.63%2026-06-302026-07-13

T AT&T INC11.6K shares-0.92%2026-06-302026-07-13

GSLC GOLDMAN SACHS ETF TR1.7K shares166.67%2026-06-302026-07-13

ODFL OLD DOMINION FREIGHT LINE IN1.1K shares0.00%2026-06-302026-07-13

DOV DOVER CORP1.1K shares-2.74%2026-06-302026-07-13

OZK BANK OZK LITTLE ROCK ARK4.5K shares0.00%2026-06-302026-07-13

FTC FIRST TR EXCHANGE-TRADED ALP1.2K shares0.33%2026-06-302026-07-13

Sponsored

FTEC FIDELITY COVINGTON TRUST810 shares0.00%2026-06-302026-07-13

NVS NOVARTIS AG1.4K shares0.00%2026-06-302026-07-13

IJS ISHARES TR1.7K shares0.00%2026-06-302026-07-13

SCHC SCHWAB STRATEGIC TR4.7K shares0.00%2026-06-302026-07-13

SPYG SPDR SERIES TRUST1.9K shares0.00%2026-06-302026-07-13

IDEV ISHARES TR2.5K shares169.57%2026-06-302026-07-13

CBZ CBIZ INC7.0K shares75.00%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F3.7K shares-10.73%2026-06-302026-07-13

Sponsored

CINF CINCINNATI FINL CORP1.2K shares0.00%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC1.3K shares2400.00%2026-06-302026-07-13

VRIG INVESCO ACTIVELY MANAGED EXC8.9K shares0.00%2026-06-302026-07-13

DGRO ISHARES TR2.8K shares0.00%2026-06-302026-07-13

DELL DELL TECHNOLOGIES INC497 shares332.17%2026-06-302026-07-13

ISHARES TR ISHARES TR2.2K shares208.27%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC4.9K shares4.84%2026-06-302026-07-13

ILCB ISHARES TR2.0K shares0.00%2026-06-302026-07-13

Sponsored

TGT TARGET CORP1.6K shares-1.37%2026-06-302026-07-13

OEF ISHARES TR557 shares0.00%2026-06-302026-07-13

TSCO TRACTOR SUPPLY CO6.3K shares-8.62%2026-06-302026-07-13

DJD INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC275 shares0.00%2026-06-302026-07-13

CLX CLOROX CO DEL2.1K shares5.13%2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR3.7K shares-4.92%2026-06-302026-07-13

JPST J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2026-06-302026-07-13

Sponsored

MUB ISHARES TR1.8K shares279.06%2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF5.7K shares9.02%2026-06-302026-07-13

MCD MCDONALDS CORP698 shares6.89%2026-06-302026-07-13

SIMO SILICON MOTION TECHNOLOGY CO550 shares0.00%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST2.1K shares0.00%2026-06-302026-07-13

EVRG EVERGY INC2.1K shares0.00%2026-06-302026-07-13

IWM ISHARES TR591 shares-4.98%2026-06-302026-07-13

KLAC KLA CORP580 shares883.05%2026-06-302026-07-13

Sponsored

WELL WELLTOWER INC760 shares5.26%2026-06-302026-07-13

GRMN GARMIN LTD725 shares3.87%2026-06-302026-07-13

DOMINION ENERGY INC DOMINION ENERGY INC2.5K shares0.00%2026-06-302026-07-13

TJX TJX COS INC NEW1.1K shares3.04%2026-06-302026-07-13

IJR ISHARES TR1.1K shares0.09%2026-06-302026-07-13

ROK ROCKWELL AUTOMATION INC340 shares0.00%2026-06-302026-07-13

BWIN THE BALDWIN INSURANCE GRP IN6.3K shares0.00%2026-06-302026-07-13

HOOD ROBINHOOD MKTS INC1.6K shares1351.35%2026-06-302026-07-13

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NBIS NEBIUS GROUP N.V.92 shares206.67%2026-06-302026-07-13

RYAN RYAN SPECIALTY HOLDINGS INC665 shares0.00%2026-06-302026-07-13

SYY SYSCO CORP300 shares0.00%2026-06-302026-07-13

LPX LOUISIANA PAC CORP316 shares0.00%2026-06-302026-07-13

VRT VERTIV HOLDINGS CO74 shares85.00%2026-06-302026-07-13

AON AON PLC74 shares0.00%2026-06-302026-07-13

ARK ETF TR ARK ETF TR300 shares-14.29%2026-06-302026-07-13

MSM MSC INDL DIRECT INC200 shares0.00%2026-06-302026-07-13

Sponsored

HTGC HERCULES CAPITAL INC1.5K shares0.00%2026-06-302026-07-13

NOC NORTHROP GRUMMAN CORP46 shares-36.11%2026-06-302026-07-13

SAP SAP SE152 shares0.00%2026-06-302026-07-13

BBWI BATH & BODY WORKS INC1.0K shares0.00%2026-06-302026-07-13

SCHD

SCHWAB STRATEGIC TR

3.03%

Shares5.3M

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

2.17%

Shares5.3M

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

3.70%

Shares3.7M

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

5.16%

Shares856.4K

Event2026-06-30

Filed2026-07-13

SPTS

SPDR SERIES TRUST

-0.71%

Shares1.3M

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

4.08%

Shares1.1M

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

4.57%

Shares318.2K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

49.50%

Shares224.9K

Event2026-06-30

Filed2026-07-13

FNDF

SCHWAB STRATEGIC TR

11.49%

Shares381.6K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-0.18%

Shares68.7K

Event2026-06-30

Filed2026-07-13

FNDE

SCHWAB STRATEGIC TR

11.03%

Shares480.9K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

0.09%

Shares75.8K

Event2026-06-30

Filed2026-07-13

SCHM

SCHWAB STRATEGIC TR

-2.18%

Shares473.0K

Event2026-06-30

Filed2026-07-13

SCHA

SCHWAB STRATEGIC TR

3.10%

Shares479.8K

Event2026-06-30

Filed2026-07-13

CALF

PACER FDS TR

-34.22%

Shares250.1K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

7.51%

Shares26.8K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

9.29%

Shares34.4K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.29%

Shares5.1K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

6.32%

Shares26.4K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

1.10%

Shares12.7K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

496.21%

Shares47.5K

Event2026-06-30

Filed2026-07-13

ISHARES TR

4.47%

Shares5.0K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

7.18%

Shares10.3K

Event2026-06-30

Filed2026-07-13

FNDA

SCHWAB STRATEGIC TR

0.05%

Shares93.4K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

1.31%

Shares10.7K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

0.08%

Shares10.2K

Event2026-06-30

Filed2026-07-13

USMV

ISHARES TR

-23.83%

Shares31.4K

Event2026-06-30

Filed2026-07-13

JPUS

J P MORGAN EXCHANGE TRADED F

-5.80%

Shares20.5K

Event2026-06-30

Filed2026-07-13

TFI

SPDR SERIES TRUST

-16.36%

Shares62.8K

Event2026-06-30

Filed2026-07-13

UNM

UNUM GROUP

0.84%

Shares31.6K

Event2026-06-30

Filed2026-07-13

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares43.5K

Event2026-06-30

Filed2026-07-13

FNDB

SCHWAB STRATEGIC TR

-1.97%

Shares88.7K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

4.61%

Shares2.2K

Event2026-06-30

Filed2026-07-13

CSRE

COHEN & STEERS ETF TRUST

58.64%

Shares91.1K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

0.87%

Shares5.9K

Event2026-06-30

Filed2026-07-13

VISA INC

18.77%

Shares7.2K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

0.38%

Shares9.4K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

0.63%

Shares6.7K

Event2026-06-30

Filed2026-07-13

MOAT

VANECK ETF TRUST

-0.96%

Shares22.8K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-13

CWI

SPDR INDEX SHS FDS

-5.09%

Shares56.5K

Event2026-06-30

Filed2026-07-13

SFBS

SERVISFIRST BANCSHARES INC

-6.47%

Shares25.6K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

1.76%

Shares18.2K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

299.63%

Shares17.2K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

86.22%

Shares3.8K

Event2026-06-30

Filed2026-07-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

1.43%

Shares17.2K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

-2.06%

Shares20.1K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

1.21%

Shares2.8K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-44.24%

Shares1.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-2.16%

Shares4.9K

Event2026-06-30

Filed2026-07-13

HCA

HCA HEALTHCARE INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

0.47%

Shares11.4K

Event2026-06-30

Filed2026-07-13

SCHH

SCHWAB STRATEGIC TR

-3.25%

Shares69.9K

Event2026-06-30

Filed2026-07-13

REGIONS FINANCIAL CORP NEW

-8.34%

Shares54.3K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

1.94%

Shares11.7K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

0.18%

Shares6.8K

Event2026-06-30

Filed2026-07-13

SCHZ

SCHWAB STRATEGIC TR

2.13%

Shares65.2K

Event2026-06-30

Filed2026-07-13

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

STRATEGY INC

-8.33%

Shares16.5K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

1.43%

Shares6.4K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

0.36%

Shares3.6K

Event2026-06-30

Filed2026-07-13

MLR

MILLER INDS INC TENN

55.58%

Shares26.1K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

4.91%

Shares5.2K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares44.6K

Event2026-06-30

Filed2026-07-13

SGOV

ISHARES TR

-18.88%

Shares13.0K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

-0.55%

Shares25.7K

Event2026-06-30

Filed2026-07-13

SMH

VANECK ETF TRUST

-3.79%

Shares1.9K

Event2026-06-30

Filed2026-07-13

TOYOTA MOTOR CORP

18.46%

Shares7.4K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

3.41%

Shares2.1K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

-16.49%

Shares2.8K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

-2.61%

Shares15.2K

Event2026-06-30

Filed2026-07-13

RWO

SPDR INDEX SHS FDS

-3.06%

Shares22.5K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

15.64%

Shares2.9K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

1.87%

Shares31.3K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

-2.79%

Shares907

Event2026-06-30

Filed2026-07-13

ISTB

ISHARES TR

-3.27%

Shares21.6K

Event2026-06-30

Filed2026-07-13

DXPE

DXP ENTERPRISES INC

-10.24%

Shares6.0K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.93%

Shares17.3K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

-2.46%

Shares11.7K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

0.48%

Shares1.3K

Event2026-06-30

Filed2026-07-13

FEGE

RBB FUND TRUST

27.29%

Shares19.1K

Event2026-06-30

Filed2026-07-13

SDY

SPDR SERIES TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

-0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC

-1.46%

Shares1.3K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

-0.25%

Shares12.5K

Event2026-06-30

Filed2026-07-13

ILCG

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-13

ARM

ARM HOLDINGS PLC

0.80%

Shares2.5K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

-24.78%

Shares6.3K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

0.92%

Shares9.4K

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

-2.14%

Shares22.8K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC

-0.81%

Shares11.3K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC

0.11%

Shares5.2K

Event2026-06-30

Filed2026-07-13

RSPH

INVESCO EXCHANGE TRADED FD T

3.46%

Shares23.9K

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares800

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

-1.09%

Shares4.2K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

-10.74%

Shares9.6K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

ALL

ALLSTATE CORP

-7.25%

Shares3.0K

Event2026-06-30

Filed2026-07-13

IOO

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-0.44%

Shares5.4K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

1.55%

Shares3.6K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

3.80%

Shares3.6K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

-0.58%

Shares5.2K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

3.61%

Shares4.4K

Event2026-06-30

Filed2026-07-13

PNFP

PINNACLE FINL PARTNERS INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-13

MAA

MID-AMER APT CMNTYS INC

-9.87%

Shares4.4K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

3.39%

Shares2.2K

Event2026-06-30

Filed2026-07-13

DAL

DELTA AIR LINES INC

-4.27%

Shares6.4K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

4.24%

Shares3.6K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

16.99%

Shares5.0K

Event2026-06-30

Filed2026-07-13

OKE

ONEOK INC NEW

-1.80%

Shares6.6K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

0.78%

Shares1.6K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-5.87%

Shares8.0K

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

-1.78%

Shares9.0K

Event2026-06-30

Filed2026-07-13

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP

-1.66%

Shares2.1K

Event2026-06-30

Filed2026-07-13

FHN

FIRST HORIZON CORPORATION

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

143.46%

Shares3.3K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

4.69%

Shares1.8K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-1.31%

Shares5.8K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-13

CRWV

COREWEAVE INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

-8.30%

Shares2.0K

Event2026-06-30

Filed2026-07-13

BLACKSTONE INC

-0.83%

Shares4.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-1.52%

Shares1.6K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

5.05%

Shares1.4K

Event2026-06-30

Filed2026-07-13

NUKZ

EXCHANGE TRADED CONCEPTS TRU

-1.33%

Shares7.1K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

6.79%

Shares236

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

1.18%

Shares1.4K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

30.56%

Shares2.5K

Event2026-06-30

Filed2026-07-13

RGLD

ROYAL GOLD INC

0.88%

Shares2.3K

Event2026-06-30

Filed2026-07-13

TSEM

TOWER SEMICONDUCTOR LTD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

RMBS

RAMBUS INC DEL

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

0.91%

Shares2.0K

Event2026-06-30

Filed2026-07-13

DEERE & CO

14.26%

Shares689

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-0.16%

Shares3.0K

Event2026-06-30

Filed2026-07-13

VHT

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SNA

SNAP ON INC

1.40%

Shares1.0K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

-0.39%

Shares8.1K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

6.02%

Shares423

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

1.32%

Shares769

Event2026-06-30

Filed2026-07-13

IAU

ISHARES GOLD TR

-1.19%

Shares5.0K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP

-2.37%

Shares4.1K

Event2026-06-30

Filed2026-07-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares723

Event2026-06-30

Filed2026-07-13

IYW

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

287.90%

Shares4.2K

Event2026-06-30

Filed2026-07-13

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

-5.46%

Shares814

Event2026-06-30

Filed2026-07-13

MMIT

NEW YORK LIFE INVTS ACTIVE E

New

Shares14.2K

Event2026-06-30

Filed2026-07-13

SMBK

SMARTFINANCIAL INC

44.27%

Shares7.3K

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

151.09%

Shares693

Event2026-06-30

Filed2026-07-13

KKR

KKR & CO INC

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-13

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

402.50%

Shares4.0K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

9.59%

Shares320

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-13.90%

Shares3.1K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL

-4.27%

Shares1.7K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

2.41%

Shares1.9K

Event2026-06-30

Filed2026-07-13

CURTISS WRIGHT CORP

0.00%

Shares410

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

21.18%

Shares904

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares606

Event2026-06-30

Filed2026-07-13

DGRW

WISDOMTREE TR

-4.29%

Shares3.1K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

-17.19%

Shares559

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

371.29%

Shares952

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

10.31%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

1.14%

Shares797

Event2026-06-30

Filed2026-07-13

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

17.70%

Shares1.6K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

0.81%

Shares1.2K

Event2026-06-30

Filed2026-07-13

AMT

AMERICAN TOWER CORP

-1.14%

Shares1.6K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

484.64%

Shares2.2K

Event2026-06-30

Filed2026-07-13

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

IDV

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

4.62%

Shares928

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

9.63%

Shares1.2K

Event2026-06-30

Filed2026-07-13

AT&T INC

-0.92%

Shares11.6K

Event2026-06-30

Filed2026-07-13

GSLC

GOLDMAN SACHS ETF TR

166.67%

Shares1.7K

Event2026-06-30

Filed2026-07-13

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

DOV

DOVER CORP

-2.74%

Shares1.1K

Event2026-06-30

Filed2026-07-13

OZK

BANK OZK LITTLE ROCK ARK

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

FTC

FIRST TR EXCHANGE-TRADED ALP

0.33%

Shares1.2K

Event2026-06-30

Filed2026-07-13

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares810

Event2026-06-30

Filed2026-07-13

NVS

NOVARTIS AG

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

IDEV

ISHARES TR

169.57%

Shares2.5K

Event2026-06-30

Filed2026-07-13

CBZ

CBIZ INC

75.00%

Shares7.0K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-10.73%

Shares3.7K

Event2026-06-30

Filed2026-07-13

CINF

CINCINNATI FINL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

VRIG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-13

DGRO

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

DELL

DELL TECHNOLOGIES INC

332.17%

Shares497

Event2026-06-30

Filed2026-07-13

ISHARES TR

208.27%

Shares2.2K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

4.84%

Shares4.9K

Event2026-06-30

Filed2026-07-13

ILCB

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

TGT

TARGET CORP

-1.37%

Shares1.6K

Event2026-06-30

Filed2026-07-13

OEF

ISHARES TR

0.00%

Shares557

Event2026-06-30

Filed2026-07-13

TSCO

TRACTOR SUPPLY CO

-8.62%

Shares6.3K

Event2026-06-30

Filed2026-07-13

DJD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

0.00%

Shares275

Event2026-06-30

Filed2026-07-13

CLX

CLOROX CO DEL

5.13%

Shares2.1K

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

-4.92%

Shares3.7K

Event2026-06-30

Filed2026-07-13

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

279.06%

Shares1.8K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

9.02%

Shares5.7K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

6.89%

Shares698

Event2026-06-30

Filed2026-07-13

SIMO

SILICON MOTION TECHNOLOGY CO

0.00%

Shares550

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

EVRG

EVERGY INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-4.98%

Shares591

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

883.05%

Shares580

Event2026-06-30

Filed2026-07-13

WELL

WELLTOWER INC

5.26%

Shares760

Event2026-06-30

Filed2026-07-13

GRMN

GARMIN LTD

3.87%

Shares725

Event2026-06-30

Filed2026-07-13

DOMINION ENERGY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

3.04%

Shares1.1K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-13

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares340

Event2026-06-30

Filed2026-07-13

BWIN

THE BALDWIN INSURANCE GRP IN

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-13

HOOD

ROBINHOOD MKTS INC

1351.35%

Shares1.6K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

-1.17%

Shares508

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

IRM

IRON MTN INC DEL

-0.80%

Shares1.2K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-1.32%

Shares1.6K

Event2026-06-30

Filed2026-07-13

TDG

TRANSDIGM GROUP INC

0.00%

Shares117

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

-1.20%

Shares2.1K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC

-3.54%

Shares1.9K

Event2026-06-30

Filed2026-07-13

PPH

VANECK ETF TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

VONG

VANGUARD SCOTTSDALE FDS

71.68%

Shares1.2K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

1.50%

Shares6.1K

Event2026-06-30

Filed2026-07-13

DHI

D R HORTON INC

0.00%

Shares900

Event2026-06-30

Filed2026-07-13

NTAP

NETAPP INC

0.00%

Shares945

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

0.00%

Shares198

Event2026-06-30

Filed2026-07-13

ASST

STRIVE INC

New

Shares13.0K

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

HWM

HOWMET AEROSPACE INC

20.41%

Shares525

Event2026-06-30

Filed2026-07-13

MAIN

MAIN STR CAP CORP

-2.73%

Shares2.7K

Event2026-06-30

Filed2026-07-13

RSPF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

CSM

PROSHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

CGNX

COGNEX CORP

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-13

EHC

ENCOMPASS HEALTH CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

-1.61%

Shares549

Event2026-06-30

Filed2026-07-13

BTI

BRITISH AMERN TOB PLC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

VYMI

VANGUARD WHITEHALL FDS

1.30%

Shares1.3K

Event2026-06-30

Filed2026-07-13

LUNR

INTUITIVE MACHINES INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-13

SLV

ISHARES SILVER TR

12.34%

Shares2.4K

Event2026-06-30

Filed2026-07-13

CLOUDFLARE INC

3125.00%

Shares516

Event2026-06-30

Filed2026-07-13

BIP

BROOKFIELD INFRASTRUCTURE PA

-2.78%

Shares3.5K

Event2026-06-30

Filed2026-07-13

GENERAL MTRS CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

PHDG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

38.75%

Shares555

Event2026-06-30

Filed2026-07-13

IREN

IREN LIMITED

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

ALPS ETF TR

0.87%

Shares2.3K

Event2026-06-30

Filed2026-07-13

IDR

IDAHO STRATEGIC RESOURCES

37.57%

Shares3.7K

Event2026-06-30

Filed2026-07-13

JOHNSON CONTROLS INTERNATION

16.01%

Shares819

Event2026-06-30

Filed2026-07-13

CONSOLIDATED EDISON INC

-3.68%

Shares1.1K

Event2026-06-30

Filed2026-07-13

PDP

INVESCO EXCHANGE TRADED FD T

-15.33%

Shares773

Event2026-06-30

Filed2026-07-13

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

11.49%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares595

Event2026-06-30

Filed2026-07-13

SHOP

SHOPIFY INC

-2.45%

Shares995

Event2026-06-30

Filed2026-07-13

HDV

ISHARES TR

400.00%

Shares4.1K

Event2026-06-30

Filed2026-07-13

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares772

Event2026-06-30

Filed2026-07-13

MMC

MARSH & MCLENNAN COS INC

-10.00%

Shares666

Event2026-06-30

Filed2026-07-13

BANK OF NY MELLON CORP

14.48%

Shares767

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

0.00%

Shares258

Event2026-06-30

Filed2026-07-13

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IUSG

ISHARES TR

-12.54%

Shares558

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

-6.72%

Shares250

Event2026-06-30

Filed2026-07-13

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-13

ALIBABA GROUP HLDG LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares355

Event2026-06-30

Filed2026-07-13

ECH

ISHARES INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

STN

STANTEC INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

RIO

RIO TINTO PLC

-23.65%

Shares1.0K

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares138

Event2026-06-30

Filed2026-07-13

STLD

STEEL DYNAMICS INC

-15.52%

Shares419

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

-35.98%

Shares605

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC

14.45%

Shares388

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

0.00%

Shares689

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

0.00%

Shares212

Event2026-06-30

Filed2026-07-13

IWO

ISHARES TR

58.00%

Shares237

Event2026-06-30

Filed2026-07-13

RWR

SPDR SERIES TRUST

0.00%

Shares825

Event2026-06-30

Filed2026-07-13

DNP

DNP SELECT INCOME FD INC

-0.29%

Shares8.6K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

20.00%

Shares96

Event2026-06-30

Filed2026-07-13

PRU

PRUDENTIAL FINL INC

5.81%

Shares856

Event2026-06-30

Filed2026-07-13

IBDR

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

IBDT

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-13

IBDS

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

ENERGY TRANSFER L P

0.27%

Shares4.7K

Event2026-06-30

Filed2026-07-13

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares797

Event2026-06-30

Filed2026-07-13

ENB

ENBRIDGE INC

-5.69%

Shares1.7K

Event2026-06-30

Filed2026-07-13

PAAS

PAN AMERN SILVER CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ISRG

INTUITIVE SURGICAL INC

10.29%

Shares225

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

-7.14%

Shares182

Event2026-06-30

Filed2026-07-13

IBDU

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

VONV

VANGUARD SCOTTSDALE FDS

308.82%

Shares834

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

TEL

TE CONNECTIVITY PLC

0.00%

Shares433

Event2026-06-30

Filed2026-07-13

JBL

JABIL INC

0.00%

Shares225

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

0.00%

Shares352

Event2026-06-30

Filed2026-07-13

MAR

MARRIOTT INTL INC NEW

-20.48%

Shares233

Event2026-06-30

Filed2026-07-13

DATADOG INC

New

Shares328

Event2026-06-30

Filed2026-07-13

OKTA

OKTA INC

-50.00%

Shares625

Event2026-06-30

Filed2026-07-13

NXP SEMICONDUCTORS N V

0.00%

Shares303

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

VSCO

VICTORIAS SECRET AND CO

0.00%

Shares986

Event2026-06-30

Filed2026-07-13

MHK

MOHAWK INDS INC

0.00%

Shares675

Event2026-06-30

Filed2026-07-13

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

0.88%

Shares1.9K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

VDE

VANGUARD WORLD FD

-54.91%

Shares505

Event2026-06-30

Filed2026-07-13

DLR

DIGITAL RLTY TR INC

0.00%

Shares420

Event2026-06-30

Filed2026-07-13

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares285

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

0.00%

Shares700

Event2026-06-30

Filed2026-07-13

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares868

Event2026-06-30

Filed2026-07-13

BF.B

BROWN FORMAN CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares594

Event2026-06-30

Filed2026-07-13

AEE

AMEREN CORP

0.00%

Shares639

Event2026-06-30

Filed2026-07-13

CVS

CVS HEALTH CORP

-27.00%

Shares695

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

14.75%

Shares210

Event2026-06-30

Filed2026-07-13

JETS

ETF SER SOLUTIONS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

0.00%

Shares781

Event2026-06-30

Filed2026-07-13

FMDE

FIDELITY COVINGTON TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-07-13

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

6.71%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

7.55%

Shares1.2K

Event2026-06-30

Filed2026-07-13

BATRK

ATLANTA BRAVES HLDGS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

NFG

NATIONAL FUEL GAS CO

0.00%

Shares855

Event2026-06-30

Filed2026-07-13

BHP

BHP BILLITON LIMITED

-35.77%

Shares790

Event2026-06-30

Filed2026-07-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

138.60%

Shares680

Event2026-06-30

Filed2026-07-13

USAR

USA RARE EARTH INC

116.22%

Shares3.0K

Event2026-06-30

Filed2026-07-13

BJS WHSL CLUB HLDGS INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-13

GIS

GENERAL MILLS INC

-0.96%

Shares1.9K

Event2026-06-30

Filed2026-07-13

URI

UNITED RENTALS INC

0.00%

Shares57

Event2026-06-30

Filed2026-07-13

DLTR

DOLLAR TREE INC

0.00%

Shares532

Event2026-06-30

Filed2026-07-13

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares464

Event2026-06-30

Filed2026-07-13

ARK ETF TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-13

CBSH

COMMERCE BANCSHARES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

ALB

ALBEMARLE CORP

0.00%

Shares459

Event2026-06-30

Filed2026-07-13

FDN

FIRST TR EXCHANGE-TRADED FD

0.43%

Shares234

Event2026-06-30

Filed2026-07-13

MET

METLIFE INC

17.17%

Shares730

Event2026-06-30

Filed2026-07-13

ORI

OLD REP INTL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

GSK PLC

24.27%

Shares1.2K

Event2026-06-30

Filed2026-07-13

WEC

WEC ENERGY GROUP INC

6.39%

Shares516

Event2026-06-30

Filed2026-07-13

IWY

ISHARES TR

0.00%

Shares207

Event2026-06-30

Filed2026-07-13

IYH

ISHARES TR

0.00%

Shares890

Event2026-06-30

Filed2026-07-13

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares238

Event2026-06-30

Filed2026-07-13

EQT

EQT CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BOND

PIMCO ETF TR

0.00%

Shares632

Event2026-06-30

Filed2026-07-13

HLT

HILTON WORLDWIDE HLDGS INC

3.53%

Shares176

Event2026-06-30

Filed2026-07-13

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IDEXX LABS INC

0.00%

Shares110

Event2026-06-30

Filed2026-07-13

XLI

SELECT SECTOR SPDR TR

4.36%

Shares311

Event2026-06-30

Filed2026-07-13

TTD

THE TRADE DESK INC

-13.59%

Shares3.2K

Event2026-06-30

Filed2026-07-13

ETY

EATON VANCE TAX-MANAGED DIVE

2.03%

Shares3.9K

Event2026-06-30

Filed2026-07-13

GPK

GRAPHIC PACKAGING HLDG CO

734.68%

Shares5.2K

Event2026-06-30

Filed2026-07-13

ITA

ISHARES TR

0.45%

Shares225

Event2026-06-30

Filed2026-07-13

PAVE

GLOBAL X FDS

0.00%

Shares925

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

-14.23%

Shares940

Event2026-06-30

Filed2026-07-13

ORLY

OREILLY AUTOMOTIVE INC

-7.14%

Shares585

Event2026-06-30

Filed2026-07-13

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares642

Event2026-06-30

Filed2026-07-13

QABA

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares785

Event2026-06-30

Filed2026-07-13

IONQ INC

314.89%

Shares975

Event2026-06-30

Filed2026-07-13

EOG

EOG RES INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

MWA

MUELLER WTR PRODS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

ICSH

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

0.00%

Shares225

Event2026-06-30

Filed2026-07-13

FXL

FIRST TR EXCHANGE-TRADED FD

-14.60%

Shares234

Event2026-06-30

Filed2026-07-13

SPSB

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

1.83%

Shares167

Event2026-06-30

Filed2026-07-13

WORLD GOLD TR

107.92%

Shares630

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares877

Event2026-06-30

Filed2026-07-13

SELECT SECTOR SPDR TR

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-13

CORZ

CORE SCIENTIFIC INC NEW

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

FFIN

FIRST FINL BANKSHARES INC

89.07%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IYE

ISHARES TR

0.00%

Shares849

Event2026-06-30

Filed2026-07-13

LTC

LTC PPTYS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

EXG

EATON VANCE TAX-MANAGED GLOB

2.07%

Shares4.8K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

21.33%

Shares91

Event2026-06-30

Filed2026-07-13

APH

AMPHENOL CORP

23.61%

Shares267

Event2026-06-30

Filed2026-07-13

IJT

ISHARES TR

0.00%

Shares263

Event2026-06-30

Filed2026-07-13

GPN

GLOBAL PMTS INC

0.00%

Shares637

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

0.00%

Shares105

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

14.04%

Shares203

Event2026-06-30

Filed2026-07-13

FNY

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares404

Event2026-06-30

Filed2026-07-13

IHE

ISHARES TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-13

FORD MTR CO

-38.35%

Shares3.2K

Event2026-06-30

Filed2026-07-13

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

NVT

NVENT ELEC PLC

0.00%

Shares258

Event2026-06-30

Filed2026-07-13

VLTO

VERALTO CORP

0.00%

Shares492

Event2026-06-30

Filed2026-07-13

IVZ

INVESCO LTD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

FEDEX FGHT HLDG CO INC

New

Shares285

Event2026-06-30

Filed2026-07-13

MTB

M & T BK CORP

0.00%

Shares180

Event2026-06-30

Filed2026-07-13

ONB

OLD NATL BANCORP IND

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

ARW

ARROW ELECTRS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

BROOKFIELD CORP

0.00%

Shares983

Event2026-06-30

Filed2026-07-13

ASTS

AST SPACEMOBILE INC

0.00%

Shares465

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

213.98%

Shares292

Event2026-06-30

Filed2026-07-13

VANGUARD SCOTTSDALE FDS

0.00%

Shares334

Event2026-06-30

Filed2026-07-13

BHRB

BURKE HERBERT FINL SVCS CORP

0.00%

Shares560

Event2026-06-30

Filed2026-07-13

AFL

AFLAC INC

13.67%

Shares341

Event2026-06-30

Filed2026-07-13

MFC

MANULIFE FINL CORP

0.00%

Shares984

Event2026-06-30

Filed2026-07-13

SKT

TANGER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

XLC

SELECT SECTOR SPDR TR

0.00%

Shares368

Event2026-06-30

Filed2026-07-13

ROYAL CARIBBEAN GROUP

0.00%

Shares124

Event2026-06-30

Filed2026-07-13

FORM

FORMFACTOR INC

0.00%

Shares244

Event2026-06-30

Filed2026-07-13

LAMR

LAMAR ADVERTISING CO

66.67%

Shares250

Event2026-06-30

Filed2026-07-13

TRAVELERS COMPANIES INC

33.72%

Shares115

Event2026-06-30

Filed2026-07-13

NEM

NEWMONT CORP

6.56%

Shares406

Event2026-06-30

Filed2026-07-13

PHM

PULTE GROUP INC

0.00%

Shares274

Event2026-06-30

Filed2026-07-13

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares881

Event2026-06-30

Filed2026-07-13

PLD

PROLOGIS INC.

10.80%

Shares277

Event2026-06-30

Filed2026-07-13

DRI

DARDEN RESTAURANTS INC

0.00%

Shares181

Event2026-06-30

Filed2026-07-13

HYZD

WISDOMTREE TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

OLN

OLIN CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares140

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC

32.98%

Shares125

Event2026-06-30

Filed2026-07-13

DKNG

DRAFTKINGS INC NEW

-5.08%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SUNCOR ENERGY INC NEW

23.71%

Shares647

Event2026-06-30

Filed2026-07-13

SHW

SHERWIN WILLIAMS CO

11.11%

Shares100

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

0.00%

Shares312

Event2026-06-30

Filed2026-07-13

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares210

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares249

Event2026-06-30

Filed2026-07-13

CTAS

CINTAS CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

0.00%

Shares123

Event2026-06-30

Filed2026-07-13

QTUM

ETF SER SOLUTIONS

-15.29%

Shares205

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

8.57%

Shares266

Event2026-06-30

Filed2026-07-13

WMB

WILLIAMS COS INC

-18.21%

Shares449

Event2026-06-30

Filed2026-07-13

CNQ

CANADIAN NAT RES LTD MED TER

36.29%

Shares845

Event2026-06-30

Filed2026-07-13

IBB

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-07-13

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares444

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-9.80%

Shares267

Event2026-06-30

Filed2026-07-13

HELO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares490

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

73.51%

Shares524

Event2026-06-30

Filed2026-07-13

PGR

PROGRESSIVE CORP

4.17%

Shares150

Event2026-06-30

Filed2026-07-13

DTM

DT MIDSTREAM INC

0.00%

Shares220

Event2026-06-30

Filed2026-07-13

CAH

CARDINAL HEALTH INC

0.00%

Shares135

Event2026-06-30

Filed2026-07-13

RSHO

TEMA ETF TRUST

0.00%

Shares490

Event2026-06-30

Filed2026-07-13

3M CO

0.00%

Shares189

Event2026-06-30

Filed2026-07-13

CGCB

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares73

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

280.00%

Shares304

Event2026-06-30

Filed2026-07-13

KMB

KIMBERLY-CLARK CORP

226.19%

Shares274

Event2026-06-30

Filed2026-07-13

STAG

STAG INDUSTRIAL INC

0.00%

Shares790

Event2026-06-30

Filed2026-07-13

HAEMONETICS CORP MASS

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

TECK

TECK RESOURCES LTD

-16.67%

Shares500

Event2026-06-30

Filed2026-07-13

WKC

WORLD KINECT CORPORATION

0.00%

Shares900

Event2026-06-30

Filed2026-07-13

IBLC

ISHARES TR

0.00%

Shares614

Event2026-06-30

Filed2026-07-13

CELH

CELSIUS HLDGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

8.33%

Shares39

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

0.00%

Shares148

Event2026-06-30

Filed2026-07-13

BCS

BARCLAYS PLC

74.28%

Shares1.1K

Event2026-06-30

Filed2026-07-13

XLY

SELECT SECTOR SPDR TR

0.00%

Shares246

Event2026-06-30

Filed2026-07-13

IEUR

ISHARES TR

0.00%

Shares381

Event2026-06-30

Filed2026-07-13

WEST

WESTROCK COFFEE CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

PDI

PIMCO DYNAMIC INCOME FD

-19.82%

Shares1.7K

Event2026-06-30

Filed2026-07-13

PYPL

PAYPAL HLDGS INC

-27.56%

Shares657

Event2026-06-30

Filed2026-07-13

ANGLOGOLD ASHANTI PLC

0.00%

Shares350

Event2026-06-30

Filed2026-07-13

FEOE

RBB FUND TRUST

248.68%

Shares530

Event2026-06-30

Filed2026-07-13

OXY

OCCIDENTAL PETE CORP

0.17%

Shares583

Event2026-06-30

Filed2026-07-13

FDP

DEL MONTE CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

NTRS

NORTHERN TR CORP

0.00%

Shares160

Event2026-06-30

Filed2026-07-13

LUV

SOUTHWEST AIRLS CO

0.00%

Shares540

Event2026-06-30

Filed2026-07-13

IWL

ISHARES TR

0.00%

Shares150

Event2026-06-30

Filed2026-07-13

BOEING CO

-48.78%

Shares126

Event2026-06-30

Filed2026-07-13

EQR

EQUITY RESIDENTIAL

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

0.00%

Shares52

Event2026-06-30

Filed2026-07-13

OMC

OMNICOM GROUP INC

20.67%

Shares362

Event2026-06-30

Filed2026-07-13

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares107

Event2026-06-30

Filed2026-07-13

KROGER CO

0.00%

Shares469

Event2026-06-30

Filed2026-07-13

IXN

ISHARES TR

0.00%

Shares178

Event2026-06-30

Filed2026-07-13

BUD

ANHEUSER BUSCH INBEV SA NV

34.35%

Shares309

Event2026-06-30

Filed2026-07-13

NBIS

NEBIUS GROUP N.V.

206.67%

Shares92

Event2026-06-30

Filed2026-07-13

RYAN

RYAN SPECIALTY HOLDINGS INC

0.00%

Shares665

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

LPX

LOUISIANA PAC CORP

0.00%

Shares316

Event2026-06-30

Filed2026-07-13

VRT

VERTIV HOLDINGS CO

85.00%

Shares74

Event2026-06-30

Filed2026-07-13

AON

AON PLC

0.00%

Shares74

Event2026-06-30

Filed2026-07-13

ARK ETF TR

-14.29%

Shares300

Event2026-06-30

Filed2026-07-13

MSM

MSC INDL DIRECT INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

HTGC

HERCULES CAPITAL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

-36.11%

Shares46

Event2026-06-30

Filed2026-07-13

SAP

SAP SE

0.00%

Shares152

Event2026-06-30

Filed2026-07-13

BBWI

BATH & BODY WORKS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

PATH Call CallUIPATH INC1.0K shares0.00%2026-06-302026-07-13

PATH Call

UIPATH INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

Put Option Holdings

UNM Put PutUNUM GROUP26.9K shares0.00%2026-06-302026-07-13

UNM Put

UNUM GROUP

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-13