The Analysis of Ignite Planners, LLC's Holdings & P&L


Currently, Ignite Planners, LLC holds 422 types of securities in its portfolio with a total value $728.2M. In the most recent quarter, they have increased their positions in VGT (+52.4K shares, valued at $6.3M), N/A (+11.0K shares, valued at $1.9M), NAC (+117.7K shares, valued at $1.4M); decreased their positions in TRMK (-137.4K shares, valued at $6.3M), SCHF (-38.6K shares, valued at $1.1M), N/A (-9.5K shares, valued at $905.1K); initiated new positions in N/A (+11.0K shares, valued at $1.9M), MU (+1.2K shares, valued at $1.4M), MRVL (+2.1K shares, valued at $628.1K).


1M P&L
+1.9M+0.30%
3M P&L
+21.6M+3.47%
HY P&L
+15.7M+2.51%

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/A420.4M
64.1%
2Semiconductors37.3M
5.7%
3Consumer Electronics30.3M
4.6%

Top Industries by Stock Count

1N/A227 stocks
59.0%
2Banks - Regional10 stocks
2.6%
3Semiconductors9 stocks
2.3%
Stock Holdings
SCHG
SCHWAB STRATEGIC TR
0.55%
Shares936.1K
Event2026-06-30
Filed2026-07-23
AAPL
APPLE INC
0.99%
Shares104.6K
Event2026-06-30
Filed2026-07-23
BUFR
FIRST TR EXCHNG TRADED FD VI
0.05%
Shares702.0K
Event2026-06-30
Filed2026-07-23
NVDA
NVIDIA CORPORATION
3.66%
Shares113.5K
Event2026-06-30
Filed2026-07-23
MSFT
MICROSOFT CORP
-1.19%
Shares30.5K
Event2026-06-30
Filed2026-07-23
AMZN
AMAZON COM INC
0.99%
Shares45.4K
Event2026-06-30
Filed2026-07-23
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
3.39%
Shares13.3K
Event2026-06-30
Filed2026-07-23
GOOGL
ALPHABET INC
3.95%
Shares27.5K
Event2026-06-30
Filed2026-07-23
SPDW
SPDR INDEX SHS FDS
1.93%
Shares194.8K
Event2026-06-30
Filed2026-07-23
SPYV
SPDR SERIES TRUST
2.90%
Shares155.5K
Event2026-06-30
Filed2026-07-23
ITA
ISHARES TR
-0.84%
Shares38.6K
Event2026-06-30
Filed2026-07-23
MARM
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares272.9K
Event2026-06-30
Filed2026-07-23
SCHX
SCHWAB STRATEGIC TR
6.51%
Shares295.3K
Event2026-06-30
Filed2026-07-23
SPIB
SPDR SERIES TRUST
2.05%
Shares256.5K
Event2026-06-30
Filed2026-07-23
SEIX
VIRTUS ETF TR II
2.45%
Shares366.9K
Event2026-06-30
Filed2026-07-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
4.29%
Shares22.8K
Event2026-06-30
Filed2026-07-23
JCPB
J P MORGAN EXCHANGE TRADED F
1.94%
Shares174.1K
Event2026-06-30
Filed2026-07-23
BRK.B
BERKSHIRE HATHAWAY INC DEL
-3.45%
Shares16.0K
Event2026-06-30
Filed2026-07-23
JPIB
J P MORGAN EXCHANGE TRADED F
2.29%
Shares163.2K
Event2026-06-30
Filed2026-07-23
TSLA
TESLA INC
1.23%
Shares17.8K
Event2026-06-30
Filed2026-07-23
VGT
VANGUARD WORLD FD
739.02%
Shares59.5K
Event2026-06-30
Filed2026-07-23
DJUL
FIRST TR EXCHNG TRADED FD VI
-1.05%
Shares141.1K
Event2026-06-30
Filed2026-07-23
CAT
CATERPILLAR INC
-4.36%
Shares6.6K
Event2026-06-30
Filed2026-07-23
QQQ
INVESCO QQQ TR
15.73%
Shares9.4K
Event2026-06-30
Filed2026-07-23
BROADCOM INC
BROADCOM INC
5.84%
Shares16.9K
Event2026-06-30
Filed2026-07-23
VOO
VANGUARD INDEX FDS
-10.96%
Shares9.0K
Event2026-06-30
Filed2026-07-23
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
2.72%
Shares98.2K
Event2026-06-30
Filed2026-07-23
NAC
NUVEEN CA DIVI ADV MUN
32.79%
Shares476.8K
Event2026-06-30
Filed2026-07-23
PSQA
PALMER SQUARE FUNDS TR
-2.93%
Shares266.8K
Event2026-06-30
Filed2026-07-23
EYLD
CAMBRIA ETF TR
1.36%
Shares117.6K
Event2026-06-30
Filed2026-07-23
META PLATFORMS INC
META PLATFORMS INC
2.29%
Shares9.3K
Event2026-06-30
Filed2026-07-23
IUSB
ISHARES TR
2.43%
Shares112.6K
Event2026-06-30
Filed2026-07-23
SMH
VANECK ETF TRUST
6.55%
Shares7.9K
Event2026-06-30
Filed2026-07-23
QCOM
QUALCOMM INC
0.90%
Shares27.3K
Event2026-06-30
Filed2026-07-23
GLOF
ISHARES TR
3.21%
Shares85.0K
Event2026-06-30
Filed2026-07-23
GOOG
ALPHABET INC
0.56%
Shares13.1K
Event2026-06-30
Filed2026-07-23
SKYY
FIRST TR EXCHANGE-TRADED FD
-0.56%
Shares34.3K
Event2026-06-30
Filed2026-07-23
FAUG
FIRST TR EXCHNG TRADED FD VI
-4.14%
Shares79.9K
Event2026-06-30
Filed2026-07-23
RDVY
FIRST TR EXCHANGE TRADED FD
11.60%
Shares52.1K
Event2026-06-30
Filed2026-07-23
RWL
INVESCO EXCH TRADED FD TR II
0.09%
Shares33.0K
Event2026-06-30
Filed2026-07-23
FMAY
FIRST TR EXCHNG TRADED FD VI
9.38%
Shares74.6K
Event2026-06-30
Filed2026-07-23
EDOW
FIRST TR EXCHANGE-TRADED FD
0.06%
Shares94.3K
Event2026-06-30
Filed2026-07-23
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
4.66%
Shares4.4K
Event2026-06-30
Filed2026-07-23
JIRE
J P MORGAN EXCHANGE TRADED F
5.20%
Shares48.3K
Event2026-06-30
Filed2026-07-23
PULS
PGIM ETF TR
-5.89%
Shares79.7K
Event2026-06-30
Filed2026-07-23
GSST
GOLDMAN SACHS ETF TR
-5.57%
Shares77.3K
Event2026-06-30
Filed2026-07-23
JEPI
J P MORGAN EXCHANGE TRADED F
4.17%
Shares66.2K
Event2026-06-30
Filed2026-07-23
FALN
ISHARES TR
2.66%
Shares136.5K
Event2026-06-30
Filed2026-07-23
FCAL
FIRST TR EXCH TRADED FD III
33.84%
Shares80.1K
Event2026-06-30
Filed2026-07-23
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
1.70%
Shares11.1K
Event2026-06-30
Filed2026-07-23
BA
BOEING CO
0.03%
Shares16.0K
Event2026-06-30
Filed2026-07-23
WMT
WALMART INC
2.41%
Shares29.0K
Event2026-06-30
Filed2026-07-23
AMD
ADVANCED MICRO DEVICES INC
7.94%
Shares5.5K
Event2026-06-30
Filed2026-07-23
IMCG
ISHARES TR
2.33%
Shares32.6K
Event2026-06-30
Filed2026-07-23
ELD
WISDOMTREE TR
0.96%
Shares108.4K
Event2026-06-30
Filed2026-07-23
ISHARES TR
ISHARES TR
-0.99%
Shares32.0K
Event2026-06-30
Filed2026-07-23
BND
VANGUARD BD INDEX FDS
-7.45%
Shares42.1K
Event2026-06-30
Filed2026-07-23
XLE
SELECT SECTOR SPDR TR
1.76%
Shares56.0K
Event2026-06-30
Filed2026-07-23
MDYV
SPDR SERIES TRUST
2.96%
Shares31.0K
Event2026-06-30
Filed2026-07-23
CVX
CHEVRON CORPORATION
27.87%
Shares17.1K
Event2026-06-30
Filed2026-07-23
EXXON MOBIL CORP
EXXON MOBIL CORP
10.71%
Shares20.6K
Event2026-06-30
Filed2026-07-23
HWC
HANCOCK WHITNEY CORPORATION
0.00%
Shares37.0K
Event2026-06-30
Filed2026-07-23
TNGY
TORTOISE CAPITAL SERIES TRUS
7.69%
Shares277.8K
Event2026-06-30
Filed2026-07-23
SLYG
SPDR SERIES TRUST
2.35%
Shares21.7K
Event2026-06-30
Filed2026-07-23
GLD
SPDR GOLD TR
-20.68%
Shares7.0K
Event2026-06-30
Filed2026-07-23
PANW
PALO ALTO NETWORKS INC
1.33%
Shares7.5K
Event2026-06-30
Filed2026-07-23
STIP
ISHARES TR
2.41%
Shares24.8K
Event2026-06-30
Filed2026-07-23
HD
HOME DEPOT INC
1.14%
Shares7.0K
Event2026-06-30
Filed2026-07-23
LRCX
LAM RESEARCH CORP
1.12%
Shares5.7K
Event2026-06-30
Filed2026-07-23
FDEC
FIRST TR EXCHNG TRADED FD VI
0.84%
Shares45.0K
Event2026-06-30
Filed2026-07-23
ZECP
ZACKS TRUST
1.56%
Shares63.3K
Event2026-06-30
Filed2026-07-23
O
REALTY INCOME CORP
-1.33%
Shares37.5K
Event2026-06-30
Filed2026-07-23
SLYV
SPDR SERIES TRUST
2.07%
Shares21.2K
Event2026-06-30
Filed2026-07-23
TFLO
ISHARES TR
-5.89%
Shares45.7K
Event2026-06-30
Filed2026-07-23
FDD
FIRST TR EXCHANGE-TRADED FD
-3.18%
Shares123.2K
Event2026-06-30
Filed2026-07-23
GEV
GE VERNOVA INC
17.65%
Shares1.9K
Event2026-06-30
Filed2026-07-23
GE
GE AEROSPACE
-0.97%
Shares6.0K
Event2026-06-30
Filed2026-07-23
TSLX
SIXTH STREET SPECIALTY LENDI
14.60%
Shares128.2K
Event2026-06-30
Filed2026-07-23
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.97%
Shares4.3K
Event2026-06-30
Filed2026-07-23
DDEC
FIRST TR EXCHNG TRADED FD VI
-1.16%
Shares45.7K
Event2026-06-30
Filed2026-07-23
MUC
BLACKROCK MUNIHLDNGS CALI
0.00%
Shares194.0K
Event2026-06-30
Filed2026-07-23
SCHD
SCHWAB STRATEGIC TR
30.70%
Shares66.4K
Event2026-06-30
Filed2026-07-23
ISHARES TR
ISHARES TR
14.08%
Shares21.2K
Event2026-06-30
Filed2026-07-23
INTC
INTEL CORP
3.68%
Shares14.6K
Event2026-06-30
Filed2026-07-23
LLY
ELI LILLY & CO
-0.12%
Shares1.7K
Event2026-06-30
Filed2026-07-23
AFLG
FIRST TR EXCHNG TRADED FD VI
51.60%
Shares46.6K
Event2026-06-30
Filed2026-07-23
BBUS
J P MORGAN EXCHANGE TRADED F
-7.11%
Shares14.5K
Event2026-06-30
Filed2026-07-23
UPS
UNITED PARCEL SVCS INC
0.23%
Shares18.1K
Event2026-06-30
Filed2026-07-23
SPYG
SPDR SERIES TRUST
-0.55%
Shares16.3K
Event2026-06-30
Filed2026-07-23
T
AT&T INC
31.14%
Shares93.5K
Event2026-06-30
Filed2026-07-23
AIRR
FIRST TR EXCHANGE TRADED FD
4.45%
Shares14.5K
Event2026-06-30
Filed2026-07-23
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares11.0K
Event2026-06-30
Filed2026-07-23
DJUN
FIRST TR EXCHNG TRADED FD VI
-0.17%
Shares37.9K
Event2026-06-30
Filed2026-07-23
JAVA
J P MORGAN EXCHANGE TRADED F
18.64%
Shares23.1K
Event2026-06-30
Filed2026-07-23
BUFQ
FIRST TR EXCHNG TRADED FD VI
-0.42%
Shares46.5K
Event2026-06-30
Filed2026-07-23
AXP
AMERICAN EXPRESS CO
1.39%
Shares5.4K
Event2026-06-30
Filed2026-07-23
DSEP
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares38.3K
Event2026-06-30
Filed2026-07-23
PG
PROCTER & GAMBLE CO
-3.74%
Shares12.4K
Event2026-06-30
Filed2026-07-23
DMAR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares40.6K
Event2026-06-30
Filed2026-07-23
IJH
ISHARES TR
-14.20%
Shares23.5K
Event2026-06-30
Filed2026-07-23
CWB
SPDR SERIES TRUST
-2.42%
Shares16.7K
Event2026-06-30
Filed2026-07-23
JPEF
J P MORGAN EXCHANGE TRADED F
-1.40%
Shares21.8K
Event2026-06-30
Filed2026-07-23
ABBVIE INC
ABBVIE INC
3.59%
Shares6.9K
Event2026-06-30
Filed2026-07-23
VZ
VERIZON COMMUNICATIONS INC
1.51%
Shares40.4K
Event2026-06-30
Filed2026-07-23
IDV
ISHARES TR
0.51%
Shares40.5K
Event2026-06-30
Filed2026-07-23
JNJ
JOHNSON & JOHNSON
4.36%
Shares6.5K
Event2026-06-30
Filed2026-07-23
CIBR
FIRST TR EXCHANGE-TRADED FD
2.22%
Shares18.0K
Event2026-06-30
Filed2026-07-23
DBL
DOUBLELINE OPPORTUNISTIC CR
-2.29%
Shares112.2K
Event2026-06-30
Filed2026-07-23
GBIL
GOLDMAN SACHS ETF TR
-3.58%
Shares16.0K
Event2026-06-30
Filed2026-07-23
JBND
J P MORGAN EXCHANGE TRADED F
23.88%
Shares29.5K
Event2026-06-30
Filed2026-07-23
PM
PHILIP MORRIS INTL INC
1.02%
Shares8.7K
Event2026-06-30
Filed2026-07-23
BAC
BANK OF AMER CORP
1.60%
Shares27.2K
Event2026-06-30
Filed2026-07-23
MO
ALTRIA GROUP INC
-6.85%
Shares21.6K
Event2026-06-30
Filed2026-07-23
SMIZ
ZACKS TRUST
6.13%
Shares34.4K
Event2026-06-30
Filed2026-07-23
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-4.22%
Shares13.1K
Event2026-06-30
Filed2026-07-23
VGIT
VANGUARD SCOTTSDALE FDS
2.26%
Shares25.8K
Event2026-06-30
Filed2026-07-23
QSPT
FIRST TR EXCHNG TRADED FD VI
-1.09%
Shares43.6K
Event2026-06-30
Filed2026-07-23
SOXX
ISHARES TR
7.45%
Shares2.4K
Event2026-06-30
Filed2026-07-23
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-06-30
Filed2026-07-23
PFE
PFIZER INC
50.82%
Shares61.7K
Event2026-06-30
Filed2026-07-23
IYJ
ISHARES TR
0.04%
Shares8.9K
Event2026-06-30
Filed2026-07-23
DFEB
FIRST TR EXCHNG TRADED FD VI
-18.55%
Shares29.3K
Event2026-06-30
Filed2026-07-23
QDEC
FIRST TR EXCHNG TRADED FD VI
-7.62%
Shares41.4K
Event2026-06-30
Filed2026-07-23
OKE
ONEOK INC NEW
-0.89%
Shares16.9K
Event2026-06-30
Filed2026-07-23
CISCO SYS INC
CISCO SYS INC
-8.42%
Shares12.5K
Event2026-06-30
Filed2026-07-23
VIG
VANGUARD SPECIALIZED FUNDS
0.78%
Shares6.2K
Event2026-06-30
Filed2026-07-23
JGRO
J P MORGAN EXCHANGE TRADED F
10.49%
Shares14.8K
Event2026-06-30
Filed2026-07-23
APPLIED MATLS INC
APPLIED MATLS INC
3.00%
Shares2.0K
Event2026-06-30
Filed2026-07-23
BMY
BRISTOL-MYERS SQUIBB CO
-1.20%
Shares24.4K
Event2026-06-30
Filed2026-07-23
MU
MICRON TECHNOLOGY INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-23
FJAN
FIRST TR EXCHNG TRADED FD VI
0.03%
Shares25.3K
Event2026-06-30
Filed2026-07-23
IBM
INTERNATIONAL BUSINESS MACHS
13.61%
Shares4.9K
Event2026-06-30
Filed2026-07-23
XLP
SELECT SECTOR SPDR TR
-0.23%
Shares16.5K
Event2026-06-30
Filed2026-07-23
DAUG
FIRST TR EXCHNG TRADED FD VI
-4.93%
Shares28.7K
Event2026-06-30
Filed2026-07-23
XLRE
SELECT SECTOR SPDR TR
0.48%
Shares30.6K
Event2026-06-30
Filed2026-07-23
IJR
ISHARES TR
16.25%
Shares8.9K
Event2026-06-30
Filed2026-07-23
SCHE
SCHWAB STRATEGIC TR
-4.20%
Shares36.4K
Event2026-06-30
Filed2026-07-23
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.62%
Shares2.7K
Event2026-06-30
Filed2026-07-23
BPRE
BLUEROCK PVT REAL ESTATE FD
-2.25%
Shares100.7K
Event2026-06-30
Filed2026-07-23
QJUN
FIRST TR EXCHNG TRADED FD VI
-4.07%
Shares37.5K
Event2026-06-30
Filed2026-07-23
GJAN
FIRST TR EXCHNG TRADED FD VI
-4.81%
Shares27.9K
Event2026-06-30
Filed2026-07-23
GILD
GILEAD SCIENCES INC
1.96%
Shares9.5K
Event2026-06-30
Filed2026-07-23
VHT
VANGUARD WORLD FD
-0.82%
Shares4.0K
Event2026-06-30
Filed2026-07-23
XLK
SELECT SECTOR SPDR TR
-1.97%
Shares6.2K
Event2026-06-30
Filed2026-07-23
DMAY
FIRST TR EXCHNG TRADED FD VI
39.58%
Shares25.1K
Event2026-06-30
Filed2026-07-23
TBIL
RBB FD INC
-23.75%
Shares24.6K
Event2026-06-30
Filed2026-07-23
YJUN
FIRST TR EXCHNG TRADED FD VI
1.58%
Shares43.6K
Event2026-06-30
Filed2026-07-23
KO
COCA COLA CO
1.54%
Shares14.2K
Event2026-06-30
Filed2026-07-23
VISA INC
VISA INC
1.63%
Shares3.4K
Event2026-06-30
Filed2026-07-23
VOOG
VANGUARD ADMIRAL FDS INC
525.49%
Shares13.9K
Event2026-06-30
Filed2026-07-23
USB
US BANCORP
1.98%
Shares19.0K
Event2026-06-30
Filed2026-07-23
KNG
FIRST TR EXCHANGE-TRADED FD
-1.43%
Shares22.3K
Event2026-06-30
Filed2026-07-23
COP
CONOCOPHILLIPS
3.39%
Shares10.7K
Event2026-06-30
Filed2026-07-23
GMAR
FIRST TR EXCHNG TRADED FD VI
-2.92%
Shares24.2K
Event2026-06-30
Filed2026-07-23
VPU
VANGUARD WORLD FD
9.88%
Shares5.4K
Event2026-06-30
Filed2026-07-23
ISHARES TR
ISHARES TR
8.70%
Shares1.4K
Event2026-06-30
Filed2026-07-23
SCHV
SCHWAB STRATEGIC TR
13.95%
Shares29.8K
Event2026-06-30
Filed2026-07-23
CCI
CROWN CASTLE INC
77.97%
Shares13.6K
Event2026-06-30
Filed2026-07-23
FMAR
FIRST TR EXCHNG TRADED FD VI
0.51%
Shares19.6K
Event2026-06-30
Filed2026-07-23
AGZ
ISHARES TR
0.93%
Shares9.3K
Event2026-06-30
Filed2026-07-23
PRU
PRUDENTIAL FINL INC
5.86%
Shares9.4K
Event2026-06-30
Filed2026-07-23
TFC
TRUIST FINL CORP
2.38%
Shares19.7K
Event2026-06-30
Filed2026-07-23
DOCT
FIRST TR EXCHNG TRADED FD VI
-0.01%
Shares20.8K
Event2026-06-30
Filed2026-07-23
DNOV
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares18.8K
Event2026-06-30
Filed2026-07-23
DXJ
WISDOMTREE TR
1.72%
Shares5.6K
Event2026-06-30
Filed2026-07-23
XLF
SELECT SECTOR SPDR TR
-2.25%
Shares17.8K
Event2026-06-30
Filed2026-07-23
MRK
MERCK & CO INC
5.37%
Shares7.2K
Event2026-06-30
Filed2026-07-23
AMGN
AMGEN INC
1.19%
Shares2.5K
Event2026-06-30
Filed2026-07-23
EME
EMCOR GROUP INC
1.57%
Shares1.1K
Event2026-06-30
Filed2026-07-23
JTEK
J P MORGAN EXCHANGE TRADED F
4.59%
Shares8.1K
Event2026-06-30
Filed2026-07-23
C
CITIGROUP INC
2.35%
Shares6.3K
Event2026-06-30
Filed2026-07-23
BNO
UNITED STS BRENT OIL FD LP
-3.86%
Shares21.4K
Event2026-06-30
Filed2026-07-23
GJUN
FIRST TR EXCHNG TRADED FD VI
-17.42%
Shares21.2K
Event2026-06-30
Filed2026-07-23
MCD
MCDONALDS CORP
3.29%
Shares3.2K
Event2026-06-30
Filed2026-07-23
BMO
BANK MONTREAL MEDIUM
-2.08%
Shares4.8K
Event2026-06-30
Filed2026-07-23
SOUTHERN CO
SOUTHERN CO
-51.44%
Shares8.9K
Event2026-06-30
Filed2026-07-23
GMAY
FIRST TR EXCHNG TRADED FD VI
25.21%
Shares19.7K
Event2026-06-30
Filed2026-07-23
GNOV
FIRST TR EXCHNG TRADED FD VI
-5.24%
Shares20.2K
Event2026-06-30
Filed2026-07-23
LYB
LYONDELLBASELL INDUSTRIES NV
-1.20%
Shares15.7K
Event2026-06-30
Filed2026-07-23
MLPX
GLOBAL X FDS
3.27%
Shares11.0K
Event2026-06-30
Filed2026-07-23
FDT
FIRST TR EXCH TRD ALPHDX FD
48.84%
Shares8.6K
Event2026-06-30
Filed2026-07-23
EW
EDWARDS LIFESCIENCES CORP
-14.46%
Shares8.9K
Event2026-06-30
Filed2026-07-23
SAUG
FIRST TR EXCHNG TRADED FD VI
-2.42%
Shares28.8K
Event2026-06-30
Filed2026-07-23
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
42.69%
Shares1.9K
Event2026-06-30
Filed2026-07-23
AEP
AMERICAN ELEC PWR CO INC
4.20%
Shares5.8K
Event2026-06-30
Filed2026-07-23
YSEP
FIRST TR EXCHNG TRADED FD VI
-0.61%
Shares28.7K
Event2026-06-30
Filed2026-07-23
ILMN
ILLUMINA INC
-11.59%
Shares4.5K
Event2026-06-30
Filed2026-07-23
SMAY
FIRST TR EXCHNG TRADED FD VI
4.81%
Shares27.5K
Event2026-06-30
Filed2026-07-23
DVY
ISHARES TR
-2.13%
Shares4.9K
Event2026-06-30
Filed2026-07-23
GLW
CORNING INC
-20.11%
Shares2.9K
Event2026-06-30
Filed2026-07-23
REMX
VANECK ETF TRUST
18.97%
Shares8.5K
Event2026-06-30
Filed2026-07-23
SNOWFLAKE INC
SNOWFLAKE INC
3.08%
Shares2.9K
Event2026-06-30
Filed2026-07-23
VRT
VERTIV HOLDINGS CO
57.77%
Shares2.2K
Event2026-06-30
Filed2026-07-23
MET
METLIFE INC
4.93%
Shares8.8K
Event2026-06-30
Filed2026-07-23
EXR
EXTRA SPACE STORAGE INC
1.01%
Shares5.1K
Event2026-06-30
Filed2026-07-23
HSBC
HSBC HLDGS PLC
-1.96%
Shares7.8K
Event2026-06-30
Filed2026-07-23
SNOV
FIRST TR EXCHNG TRADED FD VI
-1.89%
Shares27.3K
Event2026-06-30
Filed2026-07-23
QMAG
FIRST TR EXCHNG TRADED FD VI
-2.34%
Shares29.0K
Event2026-06-30
Filed2026-07-23
SRE
SEMPRA
-0.65%
Shares7.9K
Event2026-06-30
Filed2026-07-23
VLY
VALLEY NATL BANCORP
-1.42%
Shares49.7K
Event2026-06-30
Filed2026-07-23
FIIG
FIRST TR EXCHANGE-TRADED FD
30.55%
Shares35.0K
Event2026-06-30
Filed2026-07-23
GD
GENERAL DYNAMICS CORP
5.27%
Shares2.0K
Event2026-06-30
Filed2026-07-23
WSM
WILLIAMS SONOMA INC
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-23
SPMO
INVESCO EXCH TRADED FD TR II
0.05%
Shares4.4K
Event2026-06-30
Filed2026-07-23
DGRO
ISHARES TR
3.33%
Shares9.4K
Event2026-06-30
Filed2026-07-23
VONG
VANGUARD SCOTTSDALE FDS
28.09%
Shares5.5K
Event2026-06-30
Filed2026-07-23
YYY
AMPLIFY ETF TR
9.52%
Shares60.8K
Event2026-06-30
Filed2026-07-23
NETFLIX INC.
NETFLIX INC.
-9.97%
Shares9.8K
Event2026-06-30
Filed2026-07-23
QUIZ
ZACKS TRUST
2.50%
Shares23.6K
Event2026-06-30
Filed2026-07-23
GRID
FIRST TR EXCHANGE-TRADED FD
-1.45%
Shares3.6K
Event2026-06-30
Filed2026-07-23
VMBS
VANGUARD SCOTTSDALE FDS
2.47%
Shares14.7K
Event2026-06-30
Filed2026-07-23
RSP
INVESCO EXCHANGE TRADED FD T
-7.26%
Shares3.2K
Event2026-06-30
Filed2026-07-23
FNOV
FIRST TR EXCHNG TRADED FD VI
-1.67%
Shares11.8K
Event2026-06-30
Filed2026-07-23
IWD
ISHARES TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-23
QCOC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares28.6K
Event2026-06-30
Filed2026-07-23
TDIV
FIRST TR EXCHANGE TRADED FD
45.14%
Shares5.9K
Event2026-06-30
Filed2026-07-23
VRTX
VERTEX PHARMACEUTICALS INC
84.84%
Shares1.4K
Event2026-06-30
Filed2026-07-23
PSLV
SPROTT ASSET MANAGEMENT LP
11.42%
Shares35.4K
Event2026-06-30
Filed2026-07-23
GSK PLC
GSK PLC
-1.63%
Shares12.7K
Event2026-06-30
Filed2026-07-23
TSEP
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares25.5K
Event2026-06-30
Filed2026-07-23
SCHZ
SCHWAB STRATEGIC TR
0.00%
Shares28.5K
Event2026-06-30
Filed2026-07-23
SHEL
SHELL PLC
0.40%
Shares8.5K
Event2026-06-30
Filed2026-07-23
TQQQ
PROSHARES TR
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-23
IGV
ISHARES TR
2.36%
Shares7.1K
Event2026-06-30
Filed2026-07-23
FSEP
FIRST TR EXCHNG TRADED FD VI
-3.10%
Shares11.6K
Event2026-06-30
Filed2026-07-23
PEP
PEPSICO INC
4.97%
Shares4.7K
Event2026-06-30
Filed2026-07-23
DBA
INVESCO DB MULTI-SECTOR COMM
6.41%
Shares23.7K
Event2026-06-30
Filed2026-07-23
USO
UNITED STS OIL FD LP
1.13%
Shares5.9K
Event2026-06-30
Filed2026-07-23
PH
PARKER-HANNIFIN CORP
9.34%
Shares644
Event2026-06-30
Filed2026-07-23
ETY
EATON VANCE TAX-MANAGED DIVE
-2.22%
Shares43.2K
Event2026-06-30
Filed2026-07-23
MRVL
MARVELL TECHNOLOGY INC
New
Shares2.1K
Event2026-06-30
Filed2026-07-23
ORACLE CORP
ORACLE CORP
28.52%
Shares4.3K
Event2026-06-30
Filed2026-07-23
FIW
FIRST TR EXCHANGE-TRADED FD
3.64%
Shares5.7K
Event2026-06-30
Filed2026-07-23
PINK
SIMPLIFY EXCHANGE TRADED FUN
New
Shares15.7K
Event2026-06-30
Filed2026-07-23
RNST
RENASANT CORP
-3.34%
Shares14.5K
Event2026-06-30
Filed2026-07-23
BLK
BLACKROCK INC
7.25%
Shares621
Event2026-06-30
Filed2026-07-23
GLPI
GAMING & LEISURE P
4.31%
Shares13.3K
Event2026-06-30
Filed2026-07-23
IYW
ISHARES TR
4.54%
Shares2.3K
Event2026-06-30
Filed2026-07-23
APH
AMPHENOL CORP
3.24%
Shares3.3K
Event2026-06-30
Filed2026-07-23
CAH
CARDINAL HEALTH INC
3.67%
Shares2.4K
Event2026-06-30
Filed2026-07-23
QMAR
FIRST TR EXCHNG TRADED FD VI
1.67%
Shares15.5K
Event2026-06-30
Filed2026-07-23
PNC
PNC FINL SVCS GROUP INC
6.19%
Shares2.3K
Event2026-06-30
Filed2026-07-23
INCO
COLUMBIA ETF TR II
6.30%
Shares9.5K
Event2026-06-30
Filed2026-07-23
PPA
INVESCO EXCHANGE TRADED FD T
4.86%
Shares3.2K
Event2026-06-30
Filed2026-07-23
VCR
VANGUARD WORLD FD
-1.98%
Shares1.4K
Event2026-06-30
Filed2026-07-23
RTX CORPORATION
RTX CORPORATION
3.33%
Shares3.0K
Event2026-06-30
Filed2026-07-23
XOCT
FIRST TR EXCHNG TRADED FD VI
-1.07%
Shares14.3K
Event2026-06-30
Filed2026-07-23
VONV
VANGUARD SCOTTSDALE FDS
-27.46%
Shares5.3K
Event2026-06-30
Filed2026-07-23
FEBM
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares17.7K
Event2026-06-30
Filed2026-07-23
TXN
TEXAS INSTRS INC
61.61%
Shares1.9K
Event2026-06-30
Filed2026-07-23
PLD
PROLOGIS INC.
6.00%
Shares4.1K
Event2026-06-30
Filed2026-07-23
CTA
SIMPLIFY EXCHANGE TRADED FUN
-11.21%
Shares21.3K
Event2026-06-30
Filed2026-07-23
IP
INTERNATIONAL PAPER CO
6.93%
Shares14.3K
Event2026-06-30
Filed2026-07-23
ROUNDHILL ETF TRUST
ROUNDHILL ETF TRUST
New
Shares7.2K
Event2026-06-30
Filed2026-07-23
QTUM
ETF SER SOLUTIONS
-21.86%
Shares3.2K
Event2026-06-30
Filed2026-07-23
SPYD
SPDR SERIES TRUST
-13.50%
Shares11.0K
Event2026-06-30
Filed2026-07-23
DELL
DELL TECHNOLOGIES INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-23
VCSH
VANGUARD SCOTTSDALE FDS
1.45%
Shares6.6K
Event2026-06-30
Filed2026-07-23
KHC
KRAFT HEINZ CO
3.06%
Shares22.0K
Event2026-06-30
Filed2026-07-23
ICL
ICL GROUP LTD
1.00%
Shares100.2K
Event2026-06-30
Filed2026-07-23
WPC
WP CAREY INC
7.57%
Shares6.9K
Event2026-06-30
Filed2026-07-23
UL
UNILEVER PLC
4.06%
Shares8.2K
Event2026-06-30
Filed2026-07-23
HIG
HARTFORD INSURANCE GROUP INC
0.59%
Shares3.7K
Event2026-06-30
Filed2026-07-23
CMI
CUMMINS INC
9.18%
Shares690
Event2026-06-30
Filed2026-07-23
IXN
ISHARES TR
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-23
BK
BANK OF NY MELLON CORP
7.53%
Shares3.3K
Event2026-06-30
Filed2026-07-23
FTGS
FIRST TR EXCHANGE-TRADED FD
47.89%
Shares13.0K
Event2026-06-30
Filed2026-07-23
TJX
TJX COS INC NEW
4.65%
Shares3.2K
Event2026-06-30
Filed2026-07-23
NOC
NORTHROP GRUMMAN CORP
0.21%
Shares940
Event2026-06-30
Filed2026-07-23
TMUS
T-MOBILE US INC
1.29%
Shares2.8K
Event2026-06-30
Filed2026-07-23
DAL
DELTA AIR LINES INC
14.72%
Shares5.0K
Event2026-06-30
Filed2026-07-23
RSG
REPUBLIC SVCS INC
3.50%
Shares2.2K
Event2026-06-30
Filed2026-07-23
FTS
FORTIS INC
3.64%
Shares8.1K
Event2026-06-30
Filed2026-07-23
ISRG
INTUITIVE SURGICAL INC
4.36%
Shares1.1K
Event2026-06-30
Filed2026-07-23
DBMF
LITMAN GREGORY FDS TR
11.22%
Shares14.8K
Event2026-06-30
Filed2026-07-23
RDVI
FIRST TR EXCHANGE-TRADED FD
0.44%
Shares15.3K
Event2026-06-30
Filed2026-07-23
DJAN
FIRST TR EXCHNG TRADED FD VI
-4.48%
Shares9.9K
Event2026-06-30
Filed2026-07-23
LMT
LOCKHEED MARTIN CORP
3.39%
Shares885
Event2026-06-30
Filed2026-07-23
AVEM
AMERICAN CENTY ETF TR
36.57%
Shares4.6K
Event2026-06-30
Filed2026-07-23
WFC
WELLS FARGO & CO
8.99%
Shares5.4K
Event2026-06-30
Filed2026-07-23
IBIT
ISHARES BITCOIN TRUST ETF
9.43%
Shares13.3K
Event2026-06-30
Filed2026-07-23
VGSH
VANGUARD SCOTTSDALE FDS
-14.76%
Shares7.6K
Event2026-06-30
Filed2026-07-23
HBAN
HUNTINGTON BANCSHARES INC
-11.01%
Shares24.4K
Event2026-06-30
Filed2026-07-23
CSX
CSX CORP
61.36%
Shares9.1K
Event2026-06-30
Filed2026-07-23
BBIN
J P MORGAN EXCHANGE TRADED F
-7.59%
Shares5.5K
Event2026-06-30
Filed2026-07-23
MAR
MARRIOTT INTL INC NEW
2.61%
Shares1.1K
Event2026-06-30
Filed2026-07-23
CTAS
CINTAS CORP
-8.01%
Shares2.4K
Event2026-06-30
Filed2026-07-23
NOBL
PROSHARES TR
100.95%
Shares7.4K
Event2026-06-30
Filed2026-07-23
CAG
CONAGRA BRANDS INC
6.73%
Shares30.3K
Event2026-06-30
Filed2026-07-23
CPER
UNITED STS COMMODITY INDEX F
6.27%
Shares10.8K
Event2026-06-30
Filed2026-07-23
RLY
SSGA ACTIVE ETF TR
11.20%
Shares11.7K
Event2026-06-30
Filed2026-07-23
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
New
Shares1.3K
Event2026-06-30
Filed2026-07-23
LVHI
LEGG MASON ETF INVT
6.01%
Shares9.9K
Event2026-06-30
Filed2026-07-23
CDNS
CADENCE DESIGN SYSTEM INC
3.39%
Shares1.1K
Event2026-06-30
Filed2026-07-23
CPNG
COUPANG INC
9.75%
Shares23.1K
Event2026-06-30
Filed2026-07-23
DXYZ
DESTINY TECH100 INC
75.64%
Shares15.4K
Event2026-06-30
Filed2026-07-23
KMI
KINDER MORGAN INC DEL
8.45%
Shares12.2K
Event2026-06-30
Filed2026-07-23
PEG
PUBLIC SVC ENTERPRISE GROUP
4.85%
Shares4.8K
Event2026-06-30
Filed2026-07-23
YDEC
FIRST TR EXCHNG TRADED FD VI
-5.65%
Shares14.1K
Event2026-06-30
Filed2026-07-23
FDN
FIRST TR EXCHANGE-TRADED FD
-7.04%
Shares1.5K
Event2026-06-30
Filed2026-07-23
HWM
HOWMET AEROSPACE INC
4.21%
Shares1.4K
Event2026-06-30
Filed2026-07-23
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
New
Shares506
Event2026-06-30
Filed2026-07-23
SPDR SERIES TRUST
SPDR SERIES TRUST
-0.48%
Shares4.3K
Event2026-06-30
Filed2026-07-23
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares374
Event2026-06-30
Filed2026-07-23
VDC
VANGUARD WORLD FD
-0.54%
Shares1.7K
Event2026-06-30
Filed2026-07-23
IOO
ISHARES TR
New
Shares2.8K
Event2026-06-30
Filed2026-07-23
ANET
ARISTA NETWORKS INC
2.91%
Shares2.2K
Event2026-06-30
Filed2026-07-23
TBUX
T ROWE PRICE EXCHANGE-TRADED
New
Shares7.5K
Event2026-06-30
Filed2026-07-23
ESGV
VANGUARD WORLD FD
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-23
SBUX
STARBUCKS CORP
-6.75%
Shares3.6K
Event2026-06-30
Filed2026-07-23
SNDK
SANDISK CORP
New
Shares163
Event2026-06-30
Filed2026-07-23
EWJ
ISHARES INC
3.71%
Shares4.0K
Event2026-06-30
Filed2026-07-23
ABT
ABBOTT LABORATORIES
1.69%
Shares4.0K
Event2026-06-30
Filed2026-07-23
DIA
STATE STR SPDR DOW JONES IND
-1.69%
Shares699
Event2026-06-30
Filed2026-07-23
FSK
FS KKR CAP CORP
-0.98%
Shares34.3K
Event2026-06-30
Filed2026-07-23
ADI
ANALOG DEVICES INC
3.71%
Shares894
Event2026-06-30
Filed2026-07-23
VUG
VANGUARD INDEX FDS
580.10%
Shares4.1K
Event2026-06-30
Filed2026-07-23
SLV
ISHARES SILVER TR
-41.20%
Shares6.6K
Event2026-06-30
Filed2026-07-23
IYH
ISHARES TR
-10.05%
Shares5.2K
Event2026-06-30
Filed2026-07-23
NLR
VANECK ETF TRUST
0.00%
Shares3.0K
Event2026-06-30
Filed2026-07-23
SCHF
SCHWAB STRATEGIC TR
-75.81%
Shares12.3K
Event2026-06-30
Filed2026-07-23
HSY
HERSHEY CO
3.10%
Shares1.9K
Event2026-06-30
Filed2026-07-23
QYLD
GLOBAL X FDS
19.02%
Shares18.0K
Event2026-06-30
Filed2026-07-23
MMC
MARSH & MCLENNAN COS INC
3.56%
Shares2.0K
Event2026-06-30
Filed2026-07-23
IEF
ISHARES TR
-47.09%
Shares3.5K
Event2026-06-30
Filed2026-07-23
EMR
EMERSON ELEC CO
4.51%
Shares2.3K
Event2026-06-30
Filed2026-07-23
XBI
SPDR SERIES TRUST
-12.91%
Shares2.1K
Event2026-06-30
Filed2026-07-23
MAGS
LISTED FDS TR
New
Shares5.0K
Event2026-06-30
Filed2026-07-23
FITB
FIFTH THIRD BANCORP
9.01%
Shares5.7K
Event2026-06-30
Filed2026-07-23
AZO
AUTOZONE INC
0.00%
Shares101
Event2026-06-30
Filed2026-07-23
DBB
INVESCO DB MULTI-SECTOR COMM
7.23%
Shares13.3K
Event2026-06-30
Filed2026-07-23
DE
DEERE & CO
-38.46%
Shares504
Event2026-06-30
Filed2026-07-23
GUT
GABELLI UTIL TR
New
Shares65.8K
Event2026-06-30
Filed2026-07-23
IXJ
ISHARES TR
New
Shares3.2K
Event2026-06-30
Filed2026-07-23
VTV
VANGUARD INDEX FDS
13.83%
Shares1.5K
Event2026-06-30
Filed2026-07-23
PECO
PHILLIPS EDISON & CO INC
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-23
IBB
ISHARES TR
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-23
COKE
COCA COLA CONS INC
1.88%
Shares1.6K
Event2026-06-30
Filed2026-07-23
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-23
CVS
CVS HEALTH CORP
New
Shares3.0K
Event2026-06-30
Filed2026-07-23
USDU
WISDOMTREE TR
0.87%
Shares11.4K
Event2026-06-30
Filed2026-07-23
PHM
PULTE GROUP INC
3.49%
Shares2.2K
Event2026-06-30
Filed2026-07-23
MELI
MERCADOLIBRE INC
-3.78%
Shares178
Event2026-06-30
Filed2026-07-23
ITOT
ISHARES TR
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-23
WORLD GOLD TR
WORLD GOLD TR
New
Shares3.6K
Event2026-06-30
Filed2026-07-23
EFRA
ISHARES TR
4.09%
Shares8.0K
Event2026-06-30
Filed2026-07-23
MCO
MOODYS CORP
5.13%
Shares635
Event2026-06-30
Filed2026-07-23
COF
CAPITAL ONE FINL CORP
-6.83%
Shares1.4K
Event2026-06-30
Filed2026-07-23
FTHI
FIRST TR EXCHANGE TRADED FD
0.00%
Shares12.1K
Event2026-06-30
Filed2026-07-23
EWW
ISHARES INC
New
Shares3.8K
Event2026-06-30
Filed2026-07-23
VXUS
VANGUARD STAR FDS
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-23
BSV
VANGUARD BD INDEX FDS
-36.32%
Shares3.6K
Event2026-06-30
Filed2026-07-23
GROZ
ZACKS TRUST
New
Shares8.8K
Event2026-06-30
Filed2026-07-23
IGM
ISHARES TR
New
Shares1.7K
Event2026-06-30
Filed2026-07-23
HELO
J P MORGAN EXCHANGE TRADED F
0.12%
Shares4.1K
Event2026-06-30
Filed2026-07-23
IGSB
ISHARES TR
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-23
IWR
ISHARES TR
0.81%
Shares2.5K
Event2026-06-30
Filed2026-07-23
YMAR
FIRST TR EXCHNG TRADED FD VI
8.28%
Shares9.5K
Event2026-06-30
Filed2026-07-23
VRIG
INVESCO ACTIVELY MANAGED EXC
New
Shares10.7K
Event2026-06-30
Filed2026-07-23
BBAG
J P MORGAN EXCHANGE TRADED F
-12.89%
Shares5.7K
Event2026-06-30
Filed2026-07-23
IBBQ
INVESCO EXCH TRADED FD TR II
3.27%
Shares8.0K
Event2026-06-30
Filed2026-07-23
IWM
ISHARES TR
New
Shares867
Event2026-06-30
Filed2026-07-23
IRM
IRON MTN INC DEL
0.05%
Shares2.0K
Event2026-06-30
Filed2026-07-23
DHR
DANAHER CORP DEL
3.68%
Shares1.4K
Event2026-06-30
Filed2026-07-23
BKCH
GLOBAL X FDS
New
Shares3.4K
Event2026-06-30
Filed2026-07-23
GPIX
GOLDMAN SACHS ETF TR
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-23
IVW
ISHARES TR
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-23
LOW
LOWES COS INC
-22.55%
Shares1.1K
Event2026-06-30
Filed2026-07-23
BIV
VANGUARD BD INDEX FDS
-16.74%
Shares3.3K
Event2026-06-30
Filed2026-07-23
UBER
UBER TECHNOLOGIES INC
0.92%
Shares3.5K
Event2026-06-30
Filed2026-07-23
AMERIPRISE FINL INC
AMERIPRISE FINL INC
0.00%
Shares542
Event2026-06-30
Filed2026-07-23
EWU
ISHARES TR
New
Shares5.3K
Event2026-06-30
Filed2026-07-23
IEO
ISHARES TR
46.77%
Shares2.2K
Event2026-06-30
Filed2026-07-23
FJUL
FIRST TR EXCHNG TRADED FD VI
-19.44%
Shares4.1K
Event2026-06-30
Filed2026-07-23
VNQ
VANGUARD INDEX FDS
-4.71%
Shares2.5K
Event2026-06-30
Filed2026-07-23
CFG
CITIZENS FINL GROUP INC
New
Shares3.5K
Event2026-06-30
Filed2026-07-23
FTXL
FIRST TR EXCHANGE TRADED FD
New
Shares853
Event2026-06-30
Filed2026-07-23
ALPS ETF TR
ALPS ETF TR
15.85%
Shares4.7K
Event2026-06-30
Filed2026-07-23
LAMR
LAMAR ADVERTISING CO
New
Shares1.5K
Event2026-06-30
Filed2026-07-23
AJG
GALLAGHER ARTHUR J & CO
6.44%
Shares1.0K
Event2026-06-30
Filed2026-07-23
TRMK
TRUSTMARK CORP
-96.36%
Shares5.2K
Event2026-06-30
Filed2026-07-23
WASTE MGMT INC DEL
WASTE MGMT INC DEL
-4.20%
Shares1.1K
Event2026-06-30
Filed2026-07-23
FERG
FERGUSON ENTERPRISES INC
9.05%
Shares1.0K
Event2026-06-30
Filed2026-07-23
LABCORP HOLDINGS INC
LABCORP HOLDINGS INC
4.51%
Shares835
Event2026-06-30
Filed2026-07-23
QMNV
FIRST TR EXCHNG TRADED FD VI
-0.33%
Shares9.2K
Event2026-06-30
Filed2026-07-23
ASHR
DBX ETF TR
-4.13%
Shares6.2K
Event2026-06-30
Filed2026-07-23
WRB
BERKLEY W R CORP
3.83%
Shares3.2K
Event2026-06-30
Filed2026-07-23
GSEP
FIRST TR EXCHNG TRADED FD VI
-13.87%
Shares5.6K
Event2026-06-30
Filed2026-07-23
SIVR
ABRDN SILVER ETF TRUST
New
Shares4.0K
Event2026-06-30
Filed2026-07-23
SYK
STRYKER CORPORATION
4.24%
Shares713
Event2026-06-30
Filed2026-07-23
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares3.7K
Event2026-06-30
Filed2026-07-23
MNST
MONSTER BEVERAGE CORP NEW
New
Shares2.3K
Event2026-06-30
Filed2026-07-23
HOOD
ROBINHOOD MKTS INC
New
Shares2.2K
Event2026-06-30
Filed2026-07-23
JGLO
J P MORGAN EXCHANGE TRADED F
-6.60%
Shares3.1K
Event2026-06-30
Filed2026-07-23
ARK ETF TR
ARK ETF TR
New
Shares1.5K
Event2026-06-30
Filed2026-07-23
ROKU
ROKU INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-23
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares960
Event2026-06-30
Filed2026-07-23
COR
CENCORA INC
New
Shares758
Event2026-06-30
Filed2026-07-23
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares960
Event2026-06-30
Filed2026-07-23
SCHW
SCHWAB CHARLES CORP
-1.55%
Shares2.3K
Event2026-06-30
Filed2026-07-23
TWLO
TWILIO INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-23
NI
NISOURCE INC
New
Shares4.4K
Event2026-06-30
Filed2026-07-23
SPSM
SPDR SERIES TRUST
New
Shares3.6K
Event2026-06-30
Filed2026-07-23
FDX
FEDEX CORP
New
Shares665
Event2026-06-30
Filed2026-07-23
SVOL
SIMPLIFY EXCHANGE TRADED FUN
14.13%
Shares12.9K
Event2026-06-30
Filed2026-07-23
ITB
ISHARES TR
New
Shares2.0K
Event2026-06-30
Filed2026-07-23
IWB
ISHARES TR
New
Shares500
Event2026-06-30
Filed2026-07-23
HAL
HALLIBURTON CO
3.35%
Shares6.0K
Event2026-06-30
Filed2026-07-23
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares407
Event2026-06-30
Filed2026-07-23
SILA
SILA REALTY TRUST INC
New
Shares6.7K
Event2026-06-30
Filed2026-07-23
WSR
WHITESTONE REIT
-2.29%
Shares10.7K
Event2026-06-30
Filed2026-07-23
JEMA
J P MORGAN EXCHANGE TRADED F
New
Shares3.2K
Event2026-06-30
Filed2026-07-23
BP
BP PLC
-2.66%
Shares5.5K
Event2026-06-30
Filed2026-07-23
SCHK
SCHWAB STRATEGIC TR
New
Shares5.6K
Event2026-06-30
Filed2026-07-23
OBDC
BLUE OWL CAPITAL CORPORATION
80.90%
Shares18.4K
Event2026-06-30
Filed2026-07-23
F
FORD MTR CO
-6.26%
Shares13.2K
Event2026-06-30
Filed2026-07-23
PDBC
INVESCO ACTVELY MNGD ETC FD
1.42%
Shares11.2K
Event2026-06-30
Filed2026-07-23
NOK
NOKIA CORP
12.22%
Shares12.4K
Event2026-06-30
Filed2026-07-23
BTAL
AGF INVTS TR
New
Shares10.8K
Event2026-06-30
Filed2026-07-23
FBRT
FRANKLIN BSP RLTY TR INC
-9.28%
Shares11.7K
Event2026-06-30
Filed2026-07-23
BTX
BLACKROCK TECH AND PRIVATE E
0.00%
Shares10.3K
Event2026-06-30
Filed2026-07-23
TCPC
BLACKROCK TCP CAPITAL CORP
-5.72%
Shares14.1K
Event2026-06-30
Filed2026-07-23

Call Option Holdings
ISHARES TR Call
ISHARES TR
New
Shares500
Event2026-06-30
Filed2026-07-23
HOOD Call
ROBINHOOD MKTS INC
New
Shares700
Event2026-06-30
Filed2026-07-23
NETFLIX INC. Call
NETFLIX INC.
New
Shares100
Event2026-06-30
Filed2026-07-23

Put Option Holdings
ISHARES TR Put
ISHARES TR
New
Shares500
Event2026-06-30
Filed2026-07-23