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The Analysis of JNBA Financial Advisors's Holdings & P&L

Currently, JNBA Financial Advisors holds 830 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VUG (+483.8K shares, valued at $41.7M), APG (+279.4K shares, valued at $11.8M), VO (+145.4K shares, valued at $11.7M); decreased their positions in SPSM (-174.2K shares, valued at $10.0M), N/A (-9.6K shares, valued at $7.2M), SPDW (-76.5K shares, valued at $3.9M); initiated new positions in N/A (+986 shares, valued at $846.0K), BE (+2.1K shares, valued at $649.0K), DCOR (+4.1K shares, valued at $332.1K).

1M P&L

+4.9M+0.46%

3M P&L

+43.4M+4.15%

HY P&L

-194.9M-15.18%

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/A927.8M

85.8%

2Engineering & Construction29.7M

2.7%

3Insurance - Life25.3M

2.3%

Top Industries by Stock Count

1N/A244 stocks

33.0%

2Banks - Regional19 stocks

2.6%

3Specialty Industrial Machinery17 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR232.1K shares-3.98%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS2.4M shares-3.05%2026-06-302026-07-23

SGOV ISHARES TR924.0K shares9.06%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR769.9K shares8.71%2026-06-302026-07-23

IJH ISHARES TR794.1K shares-1.07%2026-06-302026-07-23

SPMD SPDR SERIES TRUST815.9K shares-4.16%2026-06-302026-07-23

VUG VANGUARD INDEX FDS581.6K shares494.98%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS796.9K shares0.25%2026-06-302026-07-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS535.3K shares2.57%2026-06-302026-07-23

MOAT VANECK ETF TRUST338.9K shares-5.34%2026-06-302026-07-23

APG API GROUP CORP699.2K shares66.57%2026-06-302026-07-23

SPYG SPDR SERIES TRUST224.2K shares-3.20%2026-06-302026-07-23

VV VANGUARD INDEX FDS75.0K shares-3.61%2026-06-302026-07-23

AFL AFLAC INC214.7K shares0.00%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS90.5K shares-2.29%2026-06-302026-07-23

FNDF SCHWAB STRATEGIC TR378.3K shares2.20%2026-06-302026-07-23

Sponsored

VWO VANGUARD INTL EQUITY INDEX F303.1K shares-0.26%2026-06-302026-07-23

SPHQ INVESCO EXCHANGE TRADED FD T196.6K shares-10.27%2026-06-302026-07-23

VO VANGUARD INDEX FDS195.4K shares290.99%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST162.1K shares15.97%2026-06-302026-07-23

IJR ISHARES TR91.3K shares-8.15%2026-06-302026-07-23

MSFT MICROSOFT CORP32.5K shares-0.24%2026-06-302026-07-23

PRF INVESCO EXCHANGE TRADED FD T210.9K shares-3.52%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC13.5K shares-1.56%2026-06-302026-07-23

Sponsored

IAU ISHARES GOLD TR128.8K shares-1.47%2026-06-302026-07-23

INTC INTEL CORP65.8K shares-4.23%2026-06-302026-07-23

AAPL APPLE INC31.2K shares6.08%2026-06-302026-07-23

SPSM SPDR SERIES TRUST148.3K shares-54.02%2026-06-302026-07-23

MDYG SPDR SERIES TRUST75.1K shares-12.32%2026-06-302026-07-23

MDYV SPDR SERIES TRUST86.0K shares-2.95%2026-06-302026-07-23

VIGI VANGUARD WHITEHALL FDS85.3K shares-11.25%2026-06-302026-07-23

ESGD ISHARES TR74.5K shares-0.14%2026-06-302026-07-23

Sponsored

IVLU ISHARES TR181.4K shares-0.72%2026-06-302026-07-23

VB VANGUARD INDEX FDS24.3K shares-17.86%2026-06-302026-07-23

IJK ISHARES TR61.7K shares-3.24%2026-06-302026-07-23

CF CF INDUSTRIES HOLD62.5K shares0.00%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR55.8K shares-1.33%2026-06-302026-07-23

IJJ ISHARES TR33.4K shares-2.25%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR153.0K shares-13.64%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS92.3K shares1.41%2026-06-302026-07-23

Sponsored

VEU VANGUARD INTL EQUITY INDEX F54.8K shares-0.19%2026-06-302026-07-23

VOE VANGUARD INDEX FDS22.4K shares-2.50%2026-06-302026-07-23

VGT VANGUARD WORLD FD36.3K shares690.71%2026-06-302026-07-23

XJH ISHARES TR82.9K shares-3.83%2026-06-302026-07-23

XVV ISHARES TR75.7K shares-11.65%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR52.4K shares-9.14%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS11.0K shares-0.70%2026-06-302026-07-23

GGG GRACO INC53.9K shares-0.38%2026-06-302026-07-23

Sponsored

VCSH VANGUARD SCOTTSDALE FDS48.9K shares-0.26%2026-06-302026-07-23

SPYV SPDR SERIES TRUST62.2K shares-5.85%2026-06-302026-07-23

CELCUITY INC CELCUITY INC35.8K shares0.00%2026-06-302026-07-23

EAGG ISHARES TR77.2K shares0.80%2026-06-302026-07-23

GOOG ALPHABET INC10.2K shares-1.13%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST83.7K shares-1.73%2026-06-302026-07-23

GOOGL ALPHABET INC9.5K shares1.26%2026-06-302026-07-23

EFG ISHARES TR25.5K shares-1.51%2026-06-302026-07-23

Sponsored

AMZN AMAZON COM INC13.0K shares10.78%2026-06-302026-07-23

BIL SPDR SERIES TRUST33.5K shares-0.28%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.6K shares0.23%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares-1.48%2026-06-302026-07-23

DON WISDOMTREE TR46.4K shares-4.03%2026-06-302026-07-23

NVDA NVIDIA CORPORATION13.0K shares2.68%2026-06-302026-07-23

ESGE ISHARES INC42.3K shares-1.86%2026-06-302026-07-23

ABBVIE INC ABBVIE INC9.0K shares-0.20%2026-06-302026-07-23

Sponsored

MEDTRONIC PLC MEDTRONIC PLC27.7K shares0.00%2026-06-302026-07-23

JHMM JOHN HANCOCK EXCHANGE TRADED27.9K shares-1.64%2026-06-302026-07-23

DES WISDOMTREE TR49.9K shares-1.54%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON7.7K shares-8.47%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.5K shares1.72%2026-06-302026-07-23

QCOM QUALCOMM INC10.0K shares-0.58%2026-06-302026-07-23

IDV ISHARES TR42.8K shares-0.04%2026-06-302026-07-23

BROADCOM INC BROADCOM INC4.3K shares720.57%2026-06-302026-07-23

Sponsored

CISCO SYS INC CISCO SYS INC13.8K shares-0.71%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP11.8K shares34.72%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2026-06-302026-07-23

VSGX VANGUARD WORLD FD18.0K shares-0.12%2026-06-302026-07-23

SLYG SPDR SERIES TRUST12.2K shares-8.72%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR11.6K shares0.58%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC4.4K shares-0.52%2026-06-302026-07-23

ISHARES TR ISHARES TR14.6K shares0.00%2026-06-302026-07-23

Sponsored

DIS DISNEY WALT CO14.6K shares0.00%2026-06-302026-07-23

MCD MCDONALDS CORP5.2K shares10.55%2026-06-302026-07-23

SUSC ISHARES TR58.5K shares0.93%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP14.6K shares0.36%2026-06-302026-07-23

AIQ GLOBAL X FDS19.6K shares0.00%2026-06-302026-07-23

BBY BEST BUY INC16.0K shares0.00%2026-06-302026-07-23

FLEX FLEX LTD7.4K shares21752.94%2026-06-302026-07-23

IJT ISHARES TR6.6K shares-6.59%2026-06-302026-07-23

Sponsored

QQQ INVESCO QQQ TR1.6K shares-2.25%2026-06-302026-07-23

BNDX VANGUARD CHARLOTTE FDS24.2K shares-11.85%2026-06-302026-07-23

ABT ABBOTT LABORATORIES12.6K shares-0.39%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC2.0K shares0.25%2026-06-302026-07-23

FSLR FIRST SOLAR INC4.7K shares4.24%2026-06-302026-07-23

IEMG ISHARES INC13.4K shares0.00%2026-06-302026-07-23

VANECK ETF TRUST VANECK ETF TRUST14.5K shares0.00%2026-06-302026-07-23

BAC BANK OF AMER CORP18.9K shares4.72%2026-06-302026-07-23

Sponsored

DE DEERE & CO1.7K shares0.30%2026-06-302026-07-23

IVW ISHARES TR7.8K shares-4.13%2026-06-302026-07-23

SUSB ISHARES TR42.7K shares1.37%2026-06-302026-07-23

SMOG VANECK ETF TRUST7.2K shares-0.96%2026-06-302026-07-23

VOT VANGUARD INDEX FDS3.3K shares-8.86%2026-06-302026-07-23

PWV INVESCO EXCHANGE TRADED FD T13.3K shares-11.66%2026-06-302026-07-23

NVS NOVARTIS AG6.3K shares0.51%2026-06-302026-07-23

ORACLE CORP ORACLE CORP6.7K shares0.51%2026-06-302026-07-23

Sponsored

JMST J P MORGAN EXCHANGE TRADED F18.9K shares0.00%2026-06-302026-07-23

XJR ISHARES TR17.4K shares-35.26%2026-06-302026-07-23

3M CO 3M CO5.7K shares13.55%2026-06-302026-07-23

SUSA ISHARES TR5.9K shares-3.09%2026-06-302026-07-23

JHEM JOHN HANCOCK EXCHANGE TRADED22.7K shares-3.33%2026-06-302026-07-23

MUB ISHARES TR8.2K shares0.00%2026-06-302026-07-23

JHSC JOHN HANCOCK EXCHANGE TRADED17.5K shares-2.70%2026-06-302026-07-23

LUMENTUM HLDGS INC LUMENTUM HLDGS INC986 sharesnew addition2026-06-302026-07-23

Sponsored

VOO VANGUARD INDEX FDS1.2K shares2.37%2026-06-302026-07-23

IWR ISHARES TR7.5K shares-1.15%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F16.1K shares-10.09%2026-06-302026-07-23

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.8K shares-0.79%2026-06-302026-07-23

TSLA TESLA INC1.9K shares8.48%2026-06-302026-07-23

DEM WISDOMTREE TR14.6K shares-0.25%2026-06-302026-07-23

EFA ISHARES TR7.5K shares0.00%2026-06-302026-07-23

KO COCA COLA CO9.3K shares-8.27%2026-06-302026-07-23

Sponsored

INFL LISTED FDS TR15.2K shares0.00%2026-06-302026-07-23

IWM ISHARES TR2.5K shares-5.51%2026-06-302026-07-23

ESGV VANGUARD WORLD FD5.4K shares-4.32%2026-06-302026-07-23

MRK MERCK & CO INC5.5K shares0.97%2026-06-302026-07-23

CVX CHEVRON CORPORATION4.3K shares-11.15%2026-06-302026-07-23

WFC WELLS FARGO & CO8.3K shares0.00%2026-06-302026-07-23

VISA INC VISA INC2.0K shares1.37%2026-06-302026-07-23

BLK BLACKROCK INC706 shares1.44%2026-06-302026-07-23

Sponsored

PG PROCTER & GAMBLE CO4.5K shares4.62%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR3.6K shares0.00%2026-06-302026-07-23

BE BLOOM ENERGY CORP2.1K sharesnew addition2026-06-302026-07-23

IJS ISHARES TR4.7K shares-6.42%2026-06-302026-07-23

SLYV SPDR SERIES TRUST5.8K shares-12.42%2026-06-302026-07-23

AOA ISHARES TR6.5K shares3.01%2026-06-302026-07-23

ISHARES TR ISHARES TR6.4K shares-80.38%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 40878 shares-1.01%2026-06-302026-07-23

Sponsored

IWF ISHARES TR5.0K shares299.84%2026-06-302026-07-23

GILD GILEAD SCIENCES INC4.3K shares0.71%2026-06-302026-07-23

LLY ELI LILLY & CO450 shares0.45%2026-06-302026-07-23

HD HOME DEPOT INC1.5K shares0.47%2026-06-302026-07-23

PEP PEPSICO INC3.8K shares2.04%2026-06-302026-07-23

SLV ISHARES SILVER TR9.6K shares-4.25%2026-06-302026-07-23

EMR EMERSON ELEC CO3.5K shares-0.54%2026-06-302026-07-23

BK BANK OF NY MELLON CORP3.3K shares-2.57%2026-06-302026-07-23

Sponsored

GLW CORNING INC1.8K shares-7.63%2026-06-302026-07-23

DSI ISHARES TR3.2K shares-0.61%2026-06-302026-07-23

SPTM SPDR SERIES TRUST5.1K shares0.00%2026-06-302026-07-23

MOTI VANECK ETF TRUST13.8K shares-36.54%2026-06-302026-07-23

ENB ENBRIDGE INC8.2K shares12.46%2026-06-302026-07-23

TGT TARGET CORP3.4K shares-0.77%2026-06-302026-07-23

SSII SS INNOVATIONS INTERNATIONAL102.3K shares-12.52%2026-06-302026-07-23

CSX CSX CORP8.8K shares-2.97%2026-06-302026-07-23

Sponsored

CVS CVS HEALTH CORP4.0K shares-6.83%2026-06-302026-07-23

CRM SALESFORCE INC2.6K shares-36.83%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR3.4K shares0.00%2026-06-302026-07-23

FAST FASTENAL CO8.4K shares0.00%2026-06-302026-07-23

IWD ISHARES TR1.6K shares-0.73%2026-06-302026-07-23

RAFE PIMCO EQUITY SER8.2K shares-11.94%2026-06-302026-07-23

GLD SPDR GOLD TR1.0K shares0.00%2026-06-302026-07-23

WISDOMTREE TR WISDOMTREE TR4.8K shares0.00%2026-06-302026-07-23

Sponsored

ECL ECOLAB INC1.3K shares0.00%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED663 shares0.91%2026-06-302026-07-23

PSO PEARSON PLC21.3K shares0.00%2026-06-302026-07-23

DCOR DIMENSIONAL ETF TRUST4.1K sharesnew addition2026-06-302026-07-23

VWOB VANGUARD WHITEHALL FDS4.9K shares0.00%2026-06-302026-07-23

XEL XCEL ENERGY INC4.1K shares0.49%2026-06-302026-07-23

GIS GENERAL MILLS INC9.3K shares-7.00%2026-06-302026-07-23

MINT PIMCO ETF TR3.2K shares0.00%2026-06-302026-07-23

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION327 shares1.24%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO5.3K shares0.00%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP1.2K shares0.50%2026-06-302026-07-23

CI THE CIGNA GROUP1.1K shares0.28%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC1.3K sharesnew addition2026-06-302026-07-23

USB US BANCORP4.9K shares1.54%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.3K sharesnew addition2026-06-302026-07-23

BSX BOSTON SCIENTIFIC CORP6.9K shares-1.32%2026-06-302026-07-23

Sponsored

PRN INVESCO EXCHANGE TRADED FD T1.1K shares-6.18%2026-06-302026-07-23

TXN TEXAS INSTRS INC927 shares-4.83%2026-06-302026-07-23

GNR SPDR INDEX SHS FDS4.1K shares0.00%2026-06-302026-07-23

ESML ISHARES TR4.9K shares-16.66%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.2K shares-22.44%2026-06-302026-07-23

UMBF UMB FINL CORP1.8K shares0.00%2026-06-302026-07-23

CAT CATERPILLAR INC237 shares-3.66%2026-06-302026-07-23

IWB ISHARES TR613 shares-8.92%2026-06-302026-07-23

Sponsored

XLV SELECT SECTOR SPDR TR1.5K shares0.00%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST6.5K sharesnew addition2026-06-302026-07-23

AMGN AMGEN INC657 shares-4.51%2026-06-302026-07-23

SBUX STARBUCKS CORP2.2K shares-4.32%2026-06-302026-07-23

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.3K sharesnew addition2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC1.6K shares0.56%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC461 shares9.76%2026-06-302026-07-23

VTIP VANGUARD MALVERN FDS4.4K shares0.00%2026-06-302026-07-23

Sponsored

BX BLACKSTONE INC1.8K shares0.00%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC208 shares4.00%2026-06-302026-07-23

NKE NIKE INC5.1K shares-13.41%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS720 shares5.11%2026-06-302026-07-23

WEC WEC ENERGY GROUP INC1.7K shares0.00%2026-06-302026-07-23

GE GE AEROSPACE518 shares0.00%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.3K shares0.00%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR1.0K shares2.56%2026-06-302026-07-23

Sponsored

WMT WALMART INC1.6K shares7.30%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP287 shares0.00%2026-06-302026-07-23

GRID FIRST TR EXCHANGE-TRADED FD923 shares20.18%2026-06-302026-07-23

PSL INVESCO EXCHANGE TRADED FD T1.6K shares-2.63%2026-06-302026-07-23

DAL DELTA AIR LINES INC1.8K shares-0.22%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC697 shares0.00%2026-06-302026-07-23

HBAN HUNTINGTON BANCSHARES INC9.7K shares0.00%2026-06-302026-07-23

GUARDANT HEALTH INC GUARDANT HEALTH INC1.1K shares0.00%2026-06-302026-07-23

Sponsored

NEM NEWMONT CORP1.8K shares0.62%2026-06-302026-07-23

PFE PFIZER INC6.9K shares-14.13%2026-06-302026-07-23

LNT ALLIANT ENERGY CORP2.2K shares0.83%2026-06-302026-07-23

PFG PRINCIPAL FINANCIAL GROUP IN1.4K shares0.00%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC365 shares0.00%2026-06-302026-07-23

STT STATE STR CORP891 shares0.56%2026-06-302026-07-23

RFV INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION748 shares0.00%2026-06-302026-07-23

Sponsored

VZ VERIZON COMMUNICATIONS INC3.3K shares8.53%2026-06-302026-07-23

L LOEWS CORP1.2K shares0.00%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC489 shares0.00%2026-06-302026-07-23

AWK AMERICAN WTR WKS CO INC NEW1.0K shares0.00%2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEM INC349 shares8.39%2026-06-302026-07-23

LRCX LAM RESEARCH CORP301 shares8.66%2026-06-302026-07-23

OTTR OTTER TAIL CORP1.4K shares-15.80%2026-06-302026-07-23

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC2.9K shares0.00%2026-06-302026-07-23

Sponsored

HSY HERSHEY CO732 shares0.00%2026-06-302026-07-23

T AT&T INC6.1K shares0.56%2026-06-302026-07-23

MCO MOODYS CORP275 shares0.00%2026-06-302026-07-23

CAH CARDINAL HEALTH INC516 shares0.00%2026-06-302026-07-23

VBK VANGUARD INDEX FDS335 shares-7.46%2026-06-302026-07-23

LRGF ISHARES TR1.6K shares0.00%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO1.3K shares0.00%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC1.4K shares0.00%2026-06-302026-07-23

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SNPS SYNOPSYS INC247 shares-1.98%2026-06-302026-07-23

QUAL ISHARES TR499 shares0.00%2026-06-302026-07-23

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USMV ISHARES TR1.1K shares0.00%2026-06-302026-07-23

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WELL WELLTOWER INC458 shares129.00%2026-06-302026-07-23

VXF VANGUARD INDEX FDS419 shares-2.78%2026-06-302026-07-23

IWV ISHARES TR240 shares0.00%2026-06-302026-07-23

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND820 shares0.00%2026-06-302026-07-23

IUSG ISHARES TR542 shares0.00%2026-06-302026-07-23

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SNY SANOFI SA2.3K shares0.00%2026-06-302026-07-23

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EXC EXELON CORP2.1K shares0.59%2026-06-302026-07-23

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WTW WILLIS TOWERS WATSON PLC LTD350 shares0.00%2026-06-302026-07-23

BIIB BIOGEN INC422 shares-29.19%2026-06-302026-07-23

SLB SLB LIMITED2.0K shares0.00%2026-06-302026-07-23

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BP BP PLC2.4K shares2804.76%2026-06-302026-07-23

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SPIP SPDR SERIES TRUST3.4K shares0.00%2026-06-302026-07-23

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STE STERIS PLC397 shares0.00%2026-06-302026-07-23

HSIC SCHEIN HENRY INC1.0K shares0.00%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF2.5K shares-70.87%2026-06-302026-07-23

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AXP AMERICAN EXPRESS CO246 shares6.49%2026-06-302026-07-23

PSX PHILLIPS 66489 shares4.71%2026-06-302026-07-23

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC608 shares0.00%2026-06-302026-07-23

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NVO NOVO-NORDISK A S1.7K shares0.00%2026-06-302026-07-23

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WMB WILLIAMS COS INC1.0K shares4.59%2026-06-302026-07-23

PPG PPG INDS INC628 shares0.00%2026-06-302026-07-23

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ALMU AELUMA INC3.3K shares107.20%2026-06-302026-07-23

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SCHV SCHWAB STRATEGIC TR2.1K shares0.00%2026-06-302026-07-23

COP CONOCOPHILLIPS688 shares-28.78%2026-06-302026-07-23

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FNDX SCHWAB STRATEGIC TR2.3K shares0.00%2026-06-302026-07-23

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EEM ISHARES TR1.0K shares0.00%2026-06-302026-07-23

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TEVA TEVA PHARMACEUTICAL INDS LTD2.0K shares0.00%2026-06-302026-07-23

IDEQ LAZARD ACTIVE ETF TR1.9K shares149.29%2026-06-302026-07-23

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VFMF VANGUARD WELLINGTON FD382 shares64.66%2026-06-302026-07-23

RKT ROCKET COS INC4.3K shares0.00%2026-06-302026-07-23

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HPQ HP INC3.0K shares0.00%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR1.9K shares0.05%2026-06-302026-07-23

PEG PUBLIC SVC ENTERPRISE GROUP800 shares0.00%2026-06-302026-07-23

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SCHB SCHWAB STRATEGIC TR2.2K shares0.00%2026-06-302026-07-23

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CARR CARRIER GLOBAL CORPORATION871 shares-5.63%2026-06-302026-07-23

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GDXJ VANECK ETF TRUST600 shares0.00%2026-06-302026-07-23

ACVF ETF OPPORTUNITIES TRUST1.1K shares0.00%2026-06-302026-07-23

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BKNG BOOKING HOLDINGS INC325 shares2400.00%2026-06-302026-07-23

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SCZ ISHARES TR700 shares0.00%2026-06-302026-07-23

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SPLV INVESCO EXCH TRADED FD TR II742 shares-1.98%2026-06-302026-07-23

HFXI NEW YORK LIFE INVESTMENTS ET1.4K shares0.00%2026-06-302026-07-23

STXE EA SERIES TRUST1.0K shares0.00%2026-06-302026-07-23

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NOBL PROSHARES TR965 sharesnew addition2026-06-302026-07-23

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Sponsored

APH AMPHENOL CORP68 shares0.00%2026-06-302026-07-23

CNC CENTENE CORP DEL186 shares0.00%2026-06-302026-07-23

AMERIPRISE FINL INC AMERIPRISE FINL INC26 shares0.00%2026-06-302026-07-23

BST BLACKROCK SCIENCE & TECHNOLO232 shares0.00%2026-06-302026-07-23

ISHARES TR

-3.98%

Shares232.1K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

-3.05%

Shares2.4M

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

9.06%

Shares924.0K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

8.71%

Shares769.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-1.07%

Shares794.1K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

-4.16%

Shares815.9K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

494.98%

Shares581.6K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

0.25%

Shares796.9K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

2.57%

Shares535.3K

Event2026-06-30

Filed2026-07-23

MOAT

VANECK ETF TRUST

-5.34%

Shares338.9K

Event2026-06-30

Filed2026-07-23

APG

API GROUP CORP

66.57%

Shares699.2K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

-3.20%

Shares224.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-3.61%

Shares75.0K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

0.00%

Shares214.7K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-2.29%

Shares90.5K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

2.20%

Shares378.3K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

-0.26%

Shares303.1K

Event2026-06-30

Filed2026-07-23

SPHQ

INVESCO EXCHANGE TRADED FD T

-10.27%

Shares196.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

290.99%

Shares195.4K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

15.97%

Shares162.1K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-8.15%

Shares91.3K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-0.24%

Shares32.5K

Event2026-06-30

Filed2026-07-23

PRF

INVESCO EXCHANGE TRADED FD T

-3.52%

Shares210.9K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-1.56%

Shares13.5K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

-1.47%

Shares128.8K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-4.23%

Shares65.8K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

6.08%

Shares31.2K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

-54.02%

Shares148.3K

Event2026-06-30

Filed2026-07-23

MDYG

SPDR SERIES TRUST

-12.32%

Shares75.1K

Event2026-06-30

Filed2026-07-23

MDYV

SPDR SERIES TRUST

-2.95%

Shares86.0K

Event2026-06-30

Filed2026-07-23

VIGI

VANGUARD WHITEHALL FDS

-11.25%

Shares85.3K

Event2026-06-30

Filed2026-07-23

ESGD

ISHARES TR

-0.14%

Shares74.5K

Event2026-06-30

Filed2026-07-23

IVLU

ISHARES TR

-0.72%

Shares181.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-17.86%

Shares24.3K

Event2026-06-30

Filed2026-07-23

IJK

ISHARES TR

-3.24%

Shares61.7K

Event2026-06-30

Filed2026-07-23

CF INDUSTRIES HOLD

0.00%

Shares62.5K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

-1.33%

Shares55.8K

Event2026-06-30

Filed2026-07-23

IJJ

ISHARES TR

-2.25%

Shares33.4K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

-13.64%

Shares153.0K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

1.41%

Shares92.3K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

-0.19%

Shares54.8K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD INDEX FDS

-2.50%

Shares22.4K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

690.71%

Shares36.3K

Event2026-06-30

Filed2026-07-23

XJH

ISHARES TR

-3.83%

Shares82.9K

Event2026-06-30

Filed2026-07-23

XVV

ISHARES TR

-11.65%

Shares75.7K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

-9.14%

Shares52.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.70%

Shares11.0K

Event2026-06-30

Filed2026-07-23

GGG

GRACO INC

-0.38%

Shares53.9K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

-0.26%

Shares48.9K

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST

-5.85%

Shares62.2K

Event2026-06-30

Filed2026-07-23

CELCUITY INC

0.00%

Shares35.8K

Event2026-06-30

Filed2026-07-23

EAGG

ISHARES TR

0.80%

Shares77.2K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-1.13%

Shares10.2K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

-1.73%

Shares83.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

1.26%

Shares9.5K

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR

-1.51%

Shares25.5K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

10.78%

Shares13.0K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

-0.28%

Shares33.5K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.23%

Shares8.6K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-1.48%

Shares3.6K

Event2026-06-30

Filed2026-07-23

DON

WISDOMTREE TR

-4.03%

Shares46.4K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

2.68%

Shares13.0K

Event2026-06-30

Filed2026-07-23

ESGE

ISHARES INC

-1.86%

Shares42.3K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-0.20%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

0.00%

Shares27.7K

Event2026-06-30

Filed2026-07-23

JHMM

JOHN HANCOCK EXCHANGE TRADED

-1.64%

Shares27.9K

Event2026-06-30

Filed2026-07-23

DES

WISDOMTREE TR

-1.54%

Shares49.9K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-8.47%

Shares7.7K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

1.72%

Shares4.5K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-0.58%

Shares10.0K

Event2026-06-30

Filed2026-07-23

IDV

ISHARES TR

-0.04%

Shares42.8K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

720.57%

Shares4.3K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-0.71%

Shares13.8K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

34.72%

Shares11.8K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

-33.33%

Shares2

Event2026-06-30

Filed2026-07-23

VSGX

VANGUARD WORLD FD

-0.12%

Shares18.0K

Event2026-06-30

Filed2026-07-23

SLYG

SPDR SERIES TRUST

-8.72%

Shares12.2K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

0.58%

Shares11.6K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

-0.52%

Shares4.4K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

10.55%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SUSC

ISHARES TR

0.93%

Shares58.5K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

0.36%

Shares14.6K

Event2026-06-30

Filed2026-07-23

AIQ

GLOBAL X FDS

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-23

BBY

BEST BUY INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-23

FLEX

FLEX LTD

21752.94%

Shares7.4K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

-6.59%

Shares6.6K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-2.25%

Shares1.6K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

-11.85%

Shares24.2K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

-0.39%

Shares12.6K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-23

FSLR

FIRST SOLAR INC

4.24%

Shares4.7K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-23

VANECK ETF TRUST

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

4.72%

Shares18.9K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-4.13%

Shares7.8K

Event2026-06-30

Filed2026-07-23

SUSB

ISHARES TR

1.37%

Shares42.7K

Event2026-06-30

Filed2026-07-23

SMOG

VANECK ETF TRUST

-0.96%

Shares7.2K

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

-8.86%

Shares3.3K

Event2026-06-30

Filed2026-07-23

PWV

INVESCO EXCHANGE TRADED FD T

-11.66%

Shares13.3K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

0.51%

Shares6.3K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

0.51%

Shares6.7K

Event2026-06-30

Filed2026-07-23

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-23

XJR

ISHARES TR

-35.26%

Shares17.4K

Event2026-06-30

Filed2026-07-23

3M CO

13.55%

Shares5.7K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

-3.09%

Shares5.9K

Event2026-06-30

Filed2026-07-23

JHEM

JOHN HANCOCK EXCHANGE TRADED

-3.33%

Shares22.7K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-23

JHSC

JOHN HANCOCK EXCHANGE TRADED

-2.70%

Shares17.5K

Event2026-06-30

Filed2026-07-23

LUMENTUM HLDGS INC

New

Shares986

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

2.37%

Shares1.2K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

-1.15%

Shares7.5K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

-10.09%

Shares16.1K

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S A

-0.79%

Shares1.8K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

8.48%

Shares1.9K

Event2026-06-30

Filed2026-07-23

DEM

WISDOMTREE TR

-0.25%

Shares14.6K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

-8.27%

Shares9.3K

Event2026-06-30

Filed2026-07-23

INFL

LISTED FDS TR

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

-5.51%

Shares2.5K

Event2026-06-30

Filed2026-07-23

ESGV

VANGUARD WORLD FD

-4.32%

Shares5.4K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

0.97%

Shares5.5K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-11.15%

Shares4.3K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-23

VISA INC

1.37%

Shares2.0K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

1.44%

Shares706

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

4.62%

Shares4.5K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

IJS

ISHARES TR

-6.42%

Shares4.7K

Event2026-06-30

Filed2026-07-23

SLYV

SPDR SERIES TRUST

-12.42%

Shares5.8K

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR

3.01%

Shares6.5K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-80.38%

Shares6.4K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

-1.01%

Shares878

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

299.84%

Shares5.0K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.71%

Shares4.3K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

0.45%

Shares450

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

0.47%

Shares1.5K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

2.04%

Shares3.8K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

-4.25%

Shares9.6K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

-0.54%

Shares3.5K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP

-2.57%

Shares3.3K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

-7.63%

Shares1.8K

Event2026-06-30

Filed2026-07-23

DSI

ISHARES TR

-0.61%

Shares3.2K

Event2026-06-30

Filed2026-07-23

SPTM

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-23

MOTI

VANECK ETF TRUST

-36.54%

Shares13.8K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

12.46%

Shares8.2K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP

-0.77%

Shares3.4K

Event2026-06-30

Filed2026-07-23

SSII

SS INNOVATIONS INTERNATIONAL

-12.52%

Shares102.3K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

-2.97%

Shares8.8K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

-6.83%

Shares4.0K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

-36.83%

Shares2.6K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

FAST

FASTENAL CO

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

-0.73%

Shares1.6K

Event2026-06-30

Filed2026-07-23

RAFE

PIMCO EQUITY SER

-11.94%

Shares8.2K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

0.91%

Shares663

Event2026-06-30

Filed2026-07-23

PSO

PEARSON PLC

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-23

DCOR

DIMENSIONAL ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-23

XEL

XCEL ENERGY INC

0.49%

Shares4.1K

Event2026-06-30

Filed2026-07-23

GIS

GENERAL MILLS INC

-7.00%

Shares9.3K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ETF TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

1.24%

Shares327

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

0.50%

Shares1.2K

Event2026-06-30

Filed2026-07-23

THE CIGNA GROUP

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

1.54%

Shares4.9K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

BSX

BOSTON SCIENTIFIC CORP

-1.32%

Shares6.9K

Event2026-06-30

Filed2026-07-23

PRN

INVESCO EXCHANGE TRADED FD T

-6.18%

Shares1.1K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-4.83%

Shares927

Event2026-06-30

Filed2026-07-23

GNR

SPDR INDEX SHS FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

ESML

ISHARES TR

-16.66%

Shares4.9K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-22.44%

Shares1.2K

Event2026-06-30

Filed2026-07-23

UMBF

UMB FINL CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-3.66%

Shares237

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

-8.92%

Shares613

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-4.51%

Shares657

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-4.32%

Shares2.2K

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

0.56%

Shares1.6K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.76%

Shares461

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

4.00%

Shares208

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC

-13.41%

Shares5.1K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

5.11%

Shares720

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

0.00%

Shares518

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

2.56%

Shares1.0K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

7.30%

Shares1.6K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

0.00%

Shares287

Event2026-06-30

Filed2026-07-23

GRID

FIRST TR EXCHANGE-TRADED FD

20.18%

Shares923

Event2026-06-30

Filed2026-07-23

PSL

INVESCO EXCHANGE TRADED FD T

-2.63%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

-0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares697

Event2026-06-30

Filed2026-07-23

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-23

GUARDANT HEALTH INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

0.62%

Shares1.8K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-14.13%

Shares6.9K

Event2026-06-30

Filed2026-07-23

LNT

ALLIANT ENERGY CORP

0.83%

Shares2.2K

Event2026-06-30

Filed2026-07-23

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares365

Event2026-06-30

Filed2026-07-23

STT

STATE STR CORP

0.56%

Shares891

Event2026-06-30

Filed2026-07-23

RFV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

0.00%

Shares748

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

8.53%

Shares3.3K

Event2026-06-30

Filed2026-07-23

LOEWS CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares489

Event2026-06-30

Filed2026-07-23

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEM INC

8.39%

Shares349

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

8.66%

Shares301

Event2026-06-30

Filed2026-07-23

OTTR

OTTER TAIL CORP

-15.80%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CENTERPOINT ENERGY INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

HSY

HERSHEY CO

0.00%

Shares732

Event2026-06-30

Filed2026-07-23

AT&T INC

0.56%

Shares6.1K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

0.00%

Shares275

Event2026-06-30

Filed2026-07-23

CAH

CARDINAL HEALTH INC

0.00%

Shares516

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

-7.46%

Shares335

Event2026-06-30

Filed2026-07-23

LRGF

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

3.19%

Shares97

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

-14.98%

Shares1.4K

Event2026-06-30

Filed2026-07-23

RELY

REMITLY GLOBAL INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

SNPS

SYNOPSYS INC

-1.98%

Shares247

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

0.00%

Shares499

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

0.00%

Shares346

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

WELL

WELLTOWER INC

129.00%

Shares458

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

-2.78%

Shares419

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares240

Event2026-06-30

Filed2026-07-23

EIX

EDISON INTL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

0.00%

Shares820

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

0.00%

Shares542

Event2026-06-30

Filed2026-07-23

BOEING CO

0.00%

Shares461

Event2026-06-30

Filed2026-07-23

SNY

SANOFI SA

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP

0.59%

Shares2.1K

Event2026-06-30

Filed2026-07-23

BARRICK MNG CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

COR

CENCORA INC

-1.47%

Shares334

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares185

Event2026-06-30

Filed2026-07-23

CIEN

CIENA CORP

-50.00%

Shares189

Event2026-06-30

Filed2026-07-23

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares350

Event2026-06-30

Filed2026-07-23

BIIB

BIOGEN INC

-29.19%

Shares422

Event2026-06-30

Filed2026-07-23

SLB

SLB LIMITED

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

BP PLC

2804.76%

Shares2.4K

Event2026-06-30

Filed2026-07-23

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SPIP

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

CSM

PROSHARES TR

-0.49%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SYY

SYSCO CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

STE

STERIS PLC

0.00%

Shares397

Event2026-06-30

Filed2026-07-23

HSIC

SCHEIN HENRY INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

-70.87%

Shares2.5K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

6.49%

Shares246

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

4.71%

Shares489

Event2026-06-30

Filed2026-07-23

AGILENT TECHNOLOGIES INC

0.00%

Shares608

Event2026-06-30

Filed2026-07-23

BMO

BANK MONTREAL MEDIUM

3.86%

Shares457

Event2026-06-30

Filed2026-07-23

NVO

NOVO-NORDISK A S

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VST

VISTRA CORP

0.00%

Shares506

Event2026-06-30

Filed2026-07-23

BUD

ANHEUSER BUSCH INBEV SA NV

1.26%

Shares962

Event2026-06-30

Filed2026-07-23

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

4.59%

Shares1.0K

Event2026-06-30

Filed2026-07-23

PPG

PPG INDS INC

0.00%

Shares628

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD SCOTTSDALE FDS

-6.46%

Shares594

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

10.69%

Shares1.4K

Event2026-06-30

Filed2026-07-23

ALMU

AELUMA INC

107.20%

Shares3.3K

Event2026-06-30

Filed2026-07-23

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares206

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

-28.78%

Shares688

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

New

Shares336

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.77%

Shares262

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

2.86%

Shares144

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

AOM

ISHARES TR

0.73%

Shares1.4K

Event2026-06-30

Filed2026-07-23

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

IDEQ

LAZARD ACTIVE ETF TR

149.29%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VFMF

VANGUARD WELLINGTON FD

64.66%

Shares382

Event2026-06-30

Filed2026-07-23

RKT

ROCKET COS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

2.42%

Shares296

Event2026-06-30

Filed2026-07-23

HPQ

HP INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-23

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

PAVE

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

-5.63%

Shares871

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

0.00%

Shares559

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

0.00%

Shares712

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

9.80%

Shares168

Event2026-06-30

Filed2026-07-23

GDXJ

VANECK ETF TRUST

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

ACVF

ETF OPPORTUNITIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ESGU

ISHARES TR

0.00%

Shares354

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares325

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

0.00%

Shares700

Event2026-06-30

Filed2026-07-23

FNB

F N B CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES TR

0.00%

Shares339

Event2026-06-30

Filed2026-07-23

SJM

SMUCKER J M CO

1.85%

Shares495

Event2026-06-30

Filed2026-07-23

SPLV

INVESCO EXCH TRADED FD TR II

-1.98%

Shares742

Event2026-06-30

Filed2026-07-23

HFXI

NEW YORK LIFE INVESTMENTS ET

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

STXE

EA SERIES TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

FISERV INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

NANR

SPDR INDEX SHS FDS

-3.98%

Shares723

Event2026-06-30

Filed2026-07-23

TCAI

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares976

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR

New

Shares965

Event2026-06-30

Filed2026-07-23

USAC

USA COMPRESSION PARTNERS LP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DYNF

BLACKROCK ETF TRUST

0.26%

Shares765

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

0.00%

Shares165

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

0.00%

Shares684

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

0.00%

Shares565

Event2026-06-30

Filed2026-07-23

VTR

VENTAS INC

0.00%

Shares573

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

-16.81%

Shares99

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

10.42%

Shares265

Event2026-06-30

Filed2026-07-23

QGRW

WISDOMTREE TR

0.00%

Shares754

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

THOMSON REUTERS CORP

New

Shares592

Event2026-06-30

Filed2026-07-23

IHDG

WISDOMTREE TR

0.00%

Shares910

Event2026-06-30

Filed2026-07-23

TTC

TORO CO

0.00%

Shares489

Event2026-06-30

Filed2026-07-23

WTAI

WISDOMTREE TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

0.00%

Shares555

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

-65.64%

Shares1.0K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares89

Event2026-06-30

Filed2026-07-23

ICLN

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

HAS

HASBRO INC

0.00%

Shares556

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORP

-29.37%

Shares736

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

STRV

EA SERIES TRUST

0.00%

Shares933

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

77.27%

Shares39

Event2026-06-30

Filed2026-07-23

FORD MTR CO

-1.37%

Shares3.2K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

0.00%

Shares131

Event2026-06-30

Filed2026-07-23

EDWARDS LIFESCIENCES CORP

0.00%

Shares481

Event2026-06-30

Filed2026-07-23

PII

POLARIS INC

0.00%

Shares630

Event2026-06-30

Filed2026-07-23

PHO

INVESCO EXCHANGE TRADED FD T

-20.87%

Shares622

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares347

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

0.00%

Shares550

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares144

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC

New

Shares21

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares922

Event2026-06-30

Filed2026-07-23

PSA

PUBLIC STORAGE

2.38%

Shares129

Event2026-06-30

Filed2026-07-23

YUM

YUM BRANDS INC

-3.08%

Shares252

Event2026-06-30

Filed2026-07-23

EWJ

ISHARES INC

0.00%

Shares431

Event2026-06-30

Filed2026-07-23

BDX

BECTON DICKINSON & CO

-2.23%

Shares263

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

1733.33%

Shares55

Event2026-06-30

Filed2026-07-23

SOLV

SOLVENTUM CORP

71.86%

Shares507

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR

0.00%

Shares267

Event2026-06-30

Filed2026-07-23

GSK PLC

0.00%

Shares745

Event2026-06-30

Filed2026-07-23

NXP SEMICONDUCTORS N V

41.94%

Shares132

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

0.00%

Shares638

Event2026-06-30

Filed2026-07-23

AOR

ISHARES TR

0.58%

Shares524

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

11.84%

Shares85

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC

0.00%

Shares465

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

-20.69%

Shares69

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

-15.25%

Shares50

Event2026-06-30

Filed2026-07-23

DIVO

AMPLIFY ETF TR

1.17%

Shares777

Event2026-06-30

Filed2026-07-23

CONSOLIDATED EDISON INC

0.00%

Shares320

Event2026-06-30

Filed2026-07-23

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

TMUS

T-MOBILE US INC

0.00%

Shares205

Event2026-06-30

Filed2026-07-23

ETprI

ENERGY TRANSFER L P

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

SPSC

SPS COMM INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

-60.63%

Shares439

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

0.00%

Shares154

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

0.00%

Shares51

Event2026-06-30

Filed2026-07-23

ADM

ARCHER DANIELS MIDLAND CO

-34.83%

Shares434

Event2026-06-30

Filed2026-07-23

ROYAL BK CDA

0.00%

Shares160

Event2026-06-30

Filed2026-07-23

CCL

CARNIVAL CORP LTD

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

SHY

ISHARES TR

0.00%

Shares395

Event2026-06-30

Filed2026-07-23

PLD

PROLOGIS INC.

19.50%

Shares239

Event2026-06-30

Filed2026-07-23

FNV

FRANCO NEV CORP

0.00%

Shares155

Event2026-06-30

Filed2026-07-23

WTV

WISDOMTREE TR

0.32%

Shares316

Event2026-06-30

Filed2026-07-23

DOW

DOW HLDGS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

ENSG

ENSIGN GROUP INC

-22.80%

Shares193

Event2026-06-30

Filed2026-07-23

DHI

D R HORTON INC

-10.85%

Shares189

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

-45.95%

Shares60

Event2026-06-30

Filed2026-07-23

ISHARES TR

-8.00%

Shares368

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-38.73%

Shares125

Event2026-06-30

Filed2026-07-23

GARP

ISHARES TR

0.00%

Shares366

Event2026-06-30

Filed2026-07-23

STLD

STEEL DYNAMICS INC

4.80%

Shares131

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

6.28%

Shares237

Event2026-06-30

Filed2026-07-23

ILCG

ISHARES TR

0.00%

Shares256

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

142.86%

Shares51

Event2026-06-30

Filed2026-07-23

SABA

SABA CAPITAL INCOME & OPPORT

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

EWC

ISHARES INC

0.00%

Shares505

Event2026-06-30

Filed2026-07-23

FDVV

FIDELITY COVINGTON TRUST

0.84%

Shares480

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.00%

Shares159

Event2026-06-30

Filed2026-07-23

SOLS

SOLSTICE ADVANCED MATLS INC

5.96%

Shares320

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

-98.81%

Shares94

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares197

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares628

Event2026-06-30

Filed2026-07-23

TGTX

TG THERAPEUTICS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares883

Event2026-06-30

Filed2026-07-23

BALL

BALL CORP

4.71%

Shares422

Event2026-06-30

Filed2026-07-23

FAN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares274

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

TEL

TE CONNECTIVITY PLC

67.11%

Shares127

Event2026-06-30

Filed2026-07-23

YUMC

YUM CHINA HLDGS INC

0.00%

Shares621

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

New

Shares305

Event2026-06-30

Filed2026-07-23

CHKP

CHECK POINT SOFTWARE TECH LT

90.00%

Shares190

Event2026-06-30

Filed2026-07-23

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares474

Event2026-06-30

Filed2026-07-23

IOO

ISHARES TR

0.00%

Shares178

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

-2.61%

Shares224

Event2026-06-30

Filed2026-07-23

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

TWO

TWO HARBORS INVENTMENT CORPO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

STXD

EA SERIES TRUST

0.00%

Shares588

Event2026-06-30

Filed2026-07-23

BAI

BLACKROCK ETF TRUST

0.00%

Shares441

Event2026-06-30

Filed2026-07-23

BBWI

BATH & BODY WORKS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

CMS

CMS ENERGY CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

PID

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

CPT

CAMDEN PPTY TR

0.00%

Shares196

Event2026-06-30

Filed2026-07-23

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares259

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares303

Event2026-06-30

Filed2026-07-23

ARK ETF TR

-10.67%

Shares268

Event2026-06-30

Filed2026-07-23

TTE

TOTALENERGIES SE

9.88%

Shares278

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

6.15%

Shares69

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

New

Shares585

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

0.00%

Shares464

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

0.00%

Shares292

Event2026-06-30

Filed2026-07-23

HACK

AMPLIFY ETF TR

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

0.00%

Shares179

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

-19.26%

Shares109

Event2026-06-30

Filed2026-07-23

PFN

PIMCO INCOME STRATEGY FD II

3.08%

Shares2.9K

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HLDGS INC

0.00%

Shares461

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

42.86%

Shares10

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR

0.00%

Shares50

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

New

Shares49

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC.

4.88%

Shares172

Event2026-06-30

Filed2026-07-23

ETHA

ISHARES ETHEREUM TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

11.67%

Shares268

Event2026-06-30

Filed2026-07-23

UNILEVER PLC

0.00%

Shares318

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

0.00%

Shares219

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

0.00%

Shares198

Event2026-06-30

Filed2026-07-23

ESLT

ELBIT SYS LTD

0.00%

Shares25

Event2026-06-30

Filed2026-07-23

NPK

NATIONAL PRESTO INDS INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

-50.13%

Shares374

Event2026-06-30

Filed2026-07-23

MICROCHIP TECHNOLOGY INC.

0.00%

Shares203

Event2026-06-30

Filed2026-07-23

ADOBE INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-23

AMCOR PLC

0.00%

Shares425

Event2026-06-30

Filed2026-07-23

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares136

Event2026-06-30

Filed2026-07-23

RIVIAN AUTOMOTIVE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

32.43%

Shares49

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares61

Event2026-06-30

Filed2026-07-23

ALB

ALBEMARLE CORP

0.00%

Shares130

Event2026-06-30

Filed2026-07-23

AORT

ARTIVION INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-23

VSCO

VICTORIAS SECRET AND CO

-39.94%

Shares200

Event2026-06-30

Filed2026-07-23

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares474

Event2026-06-30

Filed2026-07-23

UDR

UDR INC

0.00%

Shares410

Event2026-06-30

Filed2026-07-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.30%

Shares329

Event2026-06-30

Filed2026-07-23

BF.A

BROWN FORMAN CORP

0.00%

Shares591

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-23

TIZIANA LIFE SCIENCES LTD

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-23

DBL

DOUBLELINE OPPORTUNISTIC CR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

2400.00%

Shares50

Event2026-06-30

Filed2026-07-23

GENERAL MTRS CO

0.00%

Shares194

Event2026-06-30

Filed2026-07-23

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-23

HRL

HORMEL FOODS CORP

0.00%

Shares595

Event2026-06-30

Filed2026-07-23

PBT

PERMIAN BASIN RTY TR

New

Shares579

Event2026-06-30

Filed2026-07-23

DLN

WISDOMTREE TR

-13.29%

Shares150

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

8.26%

Shares118

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-23

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares83

Event2026-06-30

Filed2026-07-23

DFSE

DIMENSIONAL ETF TRUST

-15.34%

Shares287

Event2026-06-30

Filed2026-07-23

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares49

Event2026-06-30

Filed2026-07-23

IFRA

ISHARES TR

0.00%

Shares221

Event2026-06-30

Filed2026-07-23

CORTEVA INC

0.00%

Shares163

Event2026-06-30

Filed2026-07-23

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares341

Event2026-06-30

Filed2026-07-23

CWEN

CLEARWAY ENERGY INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-23

HEI

HEICO CORP NEW

0.00%

Shares38

Event2026-06-30

Filed2026-07-23

BTI

BRITISH AMERN TOB PLC

0.00%

Shares217

Event2026-06-30

Filed2026-07-23

INTU

INTUIT

0.00%

Shares51

Event2026-06-30

Filed2026-07-23

QNITY ELECTRONICS INC

0.00%

Shares81

Event2026-06-30

Filed2026-07-23

WAT

WATERS CORP

0.00%

Shares35

Event2026-06-30

Filed2026-07-23

MGA

MAGNA INTL INC

New

Shares198

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

7.02%

Shares61

Event2026-06-30

Filed2026-07-23

NNN

NNN REIT INC

0.00%

Shares279

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER CORP

0.00%

Shares79

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

0.00%

Shares118

Event2026-06-30

Filed2026-07-23

MKC

MCCORMICK & CO INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

64.44%

Shares74

Event2026-06-30

Filed2026-07-23

TC ENERGY CORP

19.23%

Shares186

Event2026-06-30

Filed2026-07-23

MEDP

MEDPACE HLDGS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

0.00%

Shares68

Event2026-06-30

Filed2026-07-23

CNC

CENTENE CORP DEL

0.00%

Shares186

Event2026-06-30

Filed2026-07-23

AMERIPRISE FINL INC

0.00%

Shares26

Event2026-06-30

Filed2026-07-23

BST

BLACKROCK SCIENCE & TECHNOLO

0.00%

Shares232

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available