Sponsored

The Analysis of KPP Advisory Services LLC's Holdings & P&L

Currently, KPP Advisory Services LLC holds 361 types of securities in its portfolio with a total value $789.1M. In the most recent quarter, they have increased their positions in VOO (+9.9K shares, valued at $6.8M), N/A (+31.9K shares, valued at $5.4M), FLQM (+56.4K shares, valued at $3.3M); decreased their positions in TSLA (-16.8K shares, valued at $7.1M), EQWL (-47.8K shares, valued at $6.2M), TIP (-30.2K shares, valued at $3.3M); initiated new positions in N/A (+31.9K shares, valued at $5.4M), VCRB (+30.0K shares, valued at $2.3M), OPPJ (+19.0K shares, valued at $1.1M).

1M P&L

-274.9K-0.04%

3M P&L

+17.5M+2.56%

HY P&L

+90.8M+14.85%

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/A493.7M

70.1%

2Semiconductors25.8M

3.7%

3Consumer Electronics20.2M

2.9%

Top Industries by Stock Count

1N/A172 stocks

54.4%

2Semiconductors11 stocks

3.5%

3Drug Manufacturers - General8 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II150.3K shares5.11%2026-06-302026-07-24

QQQ INVESCO QQQ TR33.6K shares-4.29%2026-06-302026-07-24

VOO VANGUARD INDEX FDS32.9K shares43.03%2026-06-302026-07-24

XMHQ INVESCO EXCHANGE TRADED FD T184.3K shares0.54%2026-06-302026-07-24

JHMM JOHN HANCOCK EXCHANGE TRADED269.8K shares1.12%2026-06-302026-07-24

AAPL APPLE INC69.8K shares0.59%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST218.9K shares2.85%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE344.7K shares2.17%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION66.4K shares-2.42%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF280.7K shares5.82%2026-06-302026-07-24

MSFT MICROSOFT CORP33.6K shares-1.89%2026-06-302026-07-24

FTGS FIRST TR EXCHANGE-TRADED FD329.7K shares3.91%2026-06-302026-07-24

FWD AB ACTIVE ETFS INC82.1K shares11.86%2026-06-302026-07-24

DGRO ISHARES TR156.5K shares1.94%2026-06-302026-07-24

AMZN AMAZON COM INC49.5K shares0.68%2026-06-302026-07-24

ISHARES TR ISHARES TR15.6K shares-12.13%2026-06-302026-07-24

Sponsored

XLG INVESCO EXCHANGE TRADED FD T173.7K shares4.07%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR82.5K shares7.95%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR126.5K shares9.99%2026-06-302026-07-24

ILOW AB ACTIVE ETFS INC207.7K shares8.12%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST111.9K shares-0.53%2026-06-302026-07-24

PPA INVESCO EXCHANGE TRADED FD T51.0K shares16.13%2026-06-302026-07-24

FLQM FRANKLIN TEMPLETON ETF TR144.9K shares63.79%2026-06-302026-07-24

GRID FIRST TR EXCHANGE-TRADED FD40.7K shares17.01%2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC21.3K shares0.24%2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD169.8K shares0.72%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T79.6K shares-1.78%2026-06-302026-07-24

EQWL INVESCO EXCHANGE TRADED FD T54.4K shares-46.76%2026-06-302026-07-24

IJR ISHARES TR45.5K shares0.23%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO20.4K shares5.99%2026-06-302026-07-24

BUFR FIRST TR EXCHNG TRADED FD VI182.7K shares-1.62%2026-06-302026-07-24

TSLA TESLA INC13.7K shares-55.08%2026-06-302026-07-24

Sponsored

LRCX LAM RESEARCH CORP13.1K shares-3.17%2026-06-302026-07-24

FLXR TCW ETF TRUST141.8K shares24.29%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP31.9K sharesnew addition2026-06-302026-07-24

CGIC CAPITAL GROUP INTERNATIONAL149.4K shares27.95%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR153.8K shares4.35%2026-06-302026-07-24

QGRW WISDOMTREE TR79.2K shares108.54%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR153.1K shares5.89%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC6.6K shares-2.29%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO31.9K shares1.25%2026-06-302026-07-24

BROADCOM INC BROADCOM INC12.2K shares-2.10%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T21.1K shares0.39%2026-06-302026-07-24

MO ALTRIA GROUP INC62.2K shares-0.01%2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD47.0K shares-0.86%2026-06-302026-07-24

FEX FIRST TR EXCHANGE-TRADED ALP30.2K shares0.78%2026-06-302026-07-24

IJH ISHARES TR52.5K shares-2.67%2026-06-302026-07-24

PWRD TCW ETF TRUST32.8K shares6.28%2026-06-302026-07-24

Sponsored

ASML ASML HLDG NV2.0K shares2.52%2026-06-302026-07-24

VFLO VICTORY PORTFOLIOS II85.1K shares-7.68%2026-06-302026-07-24

ISHARES TR ISHARES TR39.5K shares9.59%2026-06-302026-07-24

XNTK SPDR SERIES TRUST9.6K shares-17.65%2026-06-302026-07-24

VOE VANGUARD INDEX FDS18.8K shares-11.43%2026-06-302026-07-24

FVD FIRST TR EXCHANGE-TRADED FD76.2K shares2.89%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP26.8K shares-5.65%2026-06-302026-07-24

VBK VANGUARD INDEX FDS9.8K shares-0.46%2026-06-302026-07-24

Sponsored

PANW PALO ALTO NETWORKS INC10.3K shares1.41%2026-06-302026-07-24

LLY ELI LILLY & CO2.9K shares-13.81%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON13.3K shares-1.82%2026-06-302026-07-24

ESGU ISHARES TR20.1K shares-6.09%2026-06-302026-07-24

RDVI FIRST TR EXCHANGE-TRADED FD107.2K shares2.88%2026-06-302026-07-24

VBR VANGUARD INDEX FDS12.7K shares-12.21%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC5.3K shares-34.54%2026-06-302026-07-24

SYFI AB ACTIVE ETFS INC85.9K shares-5.70%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL6.0K shares-3.35%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP3.0K shares2.52%2026-06-302026-07-24

NOBL PROSHARES TR52.1K shares94.31%2026-06-302026-07-24

GOOG ALPHABET INC7.9K shares2.58%2026-06-302026-07-24

RECS COLUMBIA ETF TR I64.3K shares-0.31%2026-06-302026-07-24

FELC FIDELITY COVINGTON TRUST65.1K shares-3.70%2026-06-302026-07-24

T AT&T INC128.2K shares-3.48%2026-06-302026-07-24

VUG VANGUARD INDEX FDS30.4K shares505.86%2026-06-302026-07-24

Sponsored

VOT VANGUARD INDEX FDS8.5K shares0.00%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC4.6K shares-8.00%2026-06-302026-07-24

BAC BANK OF AMER CORP43.8K shares-3.05%2026-06-302026-07-24

IVW ISHARES TR18.0K shares0.74%2026-06-302026-07-24

ABBVIE INC ABBVIE INC9.8K shares1.42%2026-06-302026-07-24

CGCB CAPITAL GRP FIXED INCM ETF T93.9K shares5.16%2026-06-302026-07-24

CAT CATERPILLAR INC2.2K shares-0.76%2026-06-302026-07-24

VCRB VANGUARD MALVERN FDS30.0K sharesnew addition2026-06-302026-07-24

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.5K shares4.63%2026-06-302026-07-24

HD HOME DEPOT INC6.4K shares-10.31%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC19.3K shares-7.17%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.9K shares-40.30%2026-06-302026-07-24

ASTS AST SPACEMOBILE INC25.3K shares13.40%2026-06-302026-07-24

CGUS CAPITAL GROUP CORE EQUITY ET50.4K shares11.52%2026-06-302026-07-24

F FORD MTR CO160.5K shares0.32%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR11.7K shares-0.05%2026-06-302026-07-24

Sponsored

USB US BANCORP34.6K shares1.30%2026-06-302026-07-24

AMGN AMGEN INC5.7K shares3.40%2026-06-302026-07-24

RKLB ROCKET LAB CORP19.9K shares38.33%2026-06-302026-07-24

QUAL ISHARES TR8.9K shares-20.45%2026-06-302026-07-24

CRM SALESFORCE INC12.1K shares2.79%2026-06-302026-07-24

IEMG ISHARES INC22.9K shares7.81%2026-06-302026-07-24

RFG INVESCO EXCHANGE TRADED FD T28.5K shares-0.61%2026-06-302026-07-24

VISA INC VISA INC5.3K shares-1.31%2026-06-302026-07-24

Sponsored

APH AMPHENOL CORP10.0K shares0.56%2026-06-302026-07-24

DLN WISDOMTREE TR17.9K shares1.13%2026-06-302026-07-24

MCD MCDONALDS CORP6.4K shares1.73%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares-0.04%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION8.9K shares-10.45%2026-06-302026-07-24

C CITIGROUP INC12.0K shares-12.55%2026-06-302026-07-24

MS MORGAN STANLEY7.9K shares-1.44%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC3.3K shares61.94%2026-06-302026-07-24

Sponsored

BINC BLACKROCK ETF TRUST II30.8K shares11.28%2026-06-302026-07-24

MPWR MONOLITHIC PWR SYS INC1.1K shares-0.09%2026-06-302026-07-24

TXN TEXAS INSTRS INC5.2K shares-8.56%2026-06-302026-07-24

DIS DISNEY WALT CO16.0K shares-1.84%2026-06-302026-07-24

WMT WALMART INC13.2K shares1.32%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC5.9K shares-0.89%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC3.6K shares9.19%2026-06-302026-07-24

KO COCA COLA CO17.5K shares2.25%2026-06-302026-07-24

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares-10.60%2026-06-302026-07-24

UTWO RBB FD INC28.9K shares0.00%2026-06-302026-07-24

ETN EATON CORP PLC3.2K shares1.07%2026-06-302026-07-24

STRATEGY INC STRATEGY INC15.8K shares5.63%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC15.3K shares4.31%2026-06-302026-07-24

SMH VANECK ETF TRUST2.0K shares9.32%2026-06-302026-07-24

VO VANGUARD INDEX FDS16.2K shares284.14%2026-06-302026-07-24

IMCG ISHARES TR12.8K shares-6.60%2026-06-302026-07-24

Sponsored

ORACLE CORP ORACLE CORP8.6K shares5.22%2026-06-302026-07-24

MELI MERCADOLIBRE INC731 shares11.94%2026-06-302026-07-24

VTV VANGUARD INDEX FDS5.7K shares9.58%2026-06-302026-07-24

CVX CHEVRON CORPORATION7.4K shares22.03%2026-06-302026-07-24

VLUE ISHARES TR6.1K shares-0.44%2026-06-302026-07-24

IOO ISHARES TR8.7K shares-1.71%2026-06-302026-07-24

CALF PACER FDS TR22.8K shares-15.25%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.5K shares-0.13%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES12.5K shares3.07%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC2.6K shares-11.90%2026-06-302026-07-24

ZBRA ZEBRA TECHNOLOGIES CORPORATI4.2K shares4.10%2026-06-302026-07-24

OPPJ WISDOMTREE TR19.0K sharesnew addition2026-06-302026-07-24

LIN LINDE PLC2.1K shares3.19%2026-06-302026-07-24

BX BLACKSTONE INC9.1K shares-3.83%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP2.1K shares-4.02%2026-06-302026-07-24

OBIL RBB FD INC21.3K shares0.00%2026-06-302026-07-24

Sponsored

CMI CUMMINS INC1.5K shares-1.92%2026-06-302026-07-24

URI UNITED RENTALS INC932 shares-6.43%2026-06-302026-07-24

MOAT VANECK ETF TRUST9.8K shares0.00%2026-06-302026-07-24

SPGM SPDR INDEX SHS FDS11.9K shares-1.62%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO10.6K shares-0.56%2026-06-302026-07-24

EVTR MORGAN STANLEY ETF TRUST19.6K shares13.74%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-30.39%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST11.3K shares17.04%2026-06-302026-07-24

Sponsored

MDYG SPDR SERIES TRUST8.8K shares-1.77%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR19.4K shares-20.77%2026-06-302026-07-24

FDL FIRST TR EXCHANGE-TRADED FD20.1K shares-0.47%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares-63.48%2026-06-302026-07-24

EMR EMERSON ELEC CO6.8K shares-1.04%2026-06-302026-07-24

MDYV SPDR SERIES TRUST9.6K shares-0.41%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION965 shares-2.03%2026-06-302026-07-24

INTC INTEL CORP6.4K shares2.50%2026-06-302026-07-24

Sponsored

MRK MERCK & CO INC6.9K shares-12.55%2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares34.55%2026-06-302026-07-24

FAST FASTENAL CO18.1K shares1.68%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC838 shares-6.58%2026-06-302026-07-24

QCOM QUALCOMM INC4.5K shares6.02%2026-06-302026-07-24

ITOT ISHARES TR5.1K shares0.71%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO9.0K shares-12.08%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST19.7K shares-38.33%2026-06-302026-07-24

Sponsored

DFAC DIMENSIONAL ETF TRUST18.0K shares-6.43%2026-06-302026-07-24

BILS SPDR SERIES TRUST8.0K shares46.64%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED21.0K shares0.00%2026-06-302026-07-24

IFRA ISHARES TR12.6K shares-0.19%2026-06-302026-07-24

EQRR PROSHARES TR9.6K shares-3.21%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS8.1K shares0.00%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS15.4K shares-7.77%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL800 shares0.00%2026-06-302026-07-24

Sponsored

DGRW WISDOMTREE TR8.0K shares-21.76%2026-06-302026-07-24

PEP PEPSICO INC5.5K shares-0.18%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP13.0K shares-3.71%2026-06-302026-07-24

XBIL RBB FD INC14.6K shares0.00%2026-06-302026-07-24

FYX FIRST TR EXCHANGE-TRADED ALP5.0K shares0.00%2026-06-302026-07-24

BLK BLACKROCK INC741 shares-9.74%2026-06-302026-07-24

EFG ISHARES TR5.7K shares-20.06%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC3.1K sharesnew addition2026-06-302026-07-24

Sponsored

SPMD SPDR SERIES TRUST10.2K shares45.87%2026-06-302026-07-24

AIFD TCW ETF TRUST12.4K sharesnew addition2026-06-302026-07-24

ET ENERGY TRANSFER L P35.8K shares-4.83%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.1K sharesnew addition2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS9.5K shares0.00%2026-06-302026-07-24

WMB WILLIAMS COS INC9.0K shares-1.10%2026-06-302026-07-24

WFC WELLS FARGO & CO8.1K shares-19.48%2026-06-302026-07-24

TJX TJX COS INC NEW4.4K shares0.16%2026-06-302026-07-24

Sponsored

SERVICENOW INC SERVICENOW INC6.6K shares10.76%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC3.6K shares-13.54%2026-06-302026-07-24

GE GE AEROSPACE1.7K shares3.50%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC5.9K shares1.61%2026-06-302026-07-24

ZOETIS INC ZOETIS INC8.8K shares6.96%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP1.8K shares-6.04%2026-06-302026-07-24

EOG EOG RES INC4.9K shares5.81%2026-06-302026-07-24

CTAS CINTAS CORP3.7K shares3.63%2026-06-302026-07-24

Sponsored

SFLO VICTORY PORTFOLIOS II18.5K shares0.57%2026-06-302026-07-24

VLO VALERO ENERGY CORP2.4K shares11.60%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO1.8K shares1.44%2026-06-302026-07-24

CDC VICTORY PORTFOLIOS II8.3K shares-3.28%2026-06-302026-07-24

GLD SPDR GOLD TR1.7K shares-2.55%2026-06-302026-07-24

DFEB FIRST TR EXCHNG TRADED FD VI12.2K shares0.00%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.57%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC2.0K shares-10.99%2026-06-302026-07-24

Sponsored

IDEQ LAZARD ACTIVE ETF TR16.8K sharesnew addition2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC8.2K shares145.59%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR5.0K shares-5.13%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR15.8K shares-19.20%2026-06-302026-07-24

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC4.4K shares2.41%2026-06-302026-07-24

ARCH CAP GROUP LTD ARCH CAP GROUP LTD6.0K sharesnew addition2026-06-302026-07-24

IGIB ISHARES TR10.7K shares12.83%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR3.6K shares-1.55%2026-06-302026-07-24

Sponsored

CLOUDFLARE INC CLOUDFLARE INC2.3K shares0.00%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS11.1K shares3.26%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW4.4K shares-0.75%2026-06-302026-07-24

DIVB ISHARES TR8.9K shares-9.30%2026-06-302026-07-24

IQLT ISHARES TR11.0K shares1.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.7K shares-1.02%2026-06-302026-07-24

AAXJ ISHARES TR4.5K shares-23.79%2026-06-302026-07-24

JPSE J P MORGAN EXCHANGE TRADED F8.9K shares0.00%2026-06-302026-07-24

Sponsored

AVDE AMERICAN CENTY ETF TR6.0K shares35.84%2026-06-302026-07-24

VNT VONTIER CORPORATION18.4K shares-22.47%2026-06-302026-07-24

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP23.5K shares0.00%2026-06-302026-07-24

IESC IES HOLDINGS INC719 shares2.86%2026-06-302026-07-24

IJK ISHARES TR4.5K shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares100.20%2026-06-302026-07-24

LOW LOWES COS INC2.3K shares-1.32%2026-06-302026-07-24

QGRO AMERICAN CENTY ETF TR4.3K shares-78.37%2026-06-302026-07-24

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP3.5K shares0.00%2026-06-302026-07-24

HQL ABRDN LIFE SCIENCES INVESTOR25.3K shares2.68%2026-06-302026-07-24

IJT ISHARES TR2.8K shares0.04%2026-06-302026-07-24

GEV GE VERNOVA INC425 shares-10.71%2026-06-302026-07-24

TMUS T-MOBILE US INC2.9K shares4.60%2026-06-302026-07-24

VIS VANGUARD WORLD FD1.4K shares-1.31%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC6.2K shares6.40%2026-06-302026-07-24

ANET ARISTA NETWORKS INC2.8K shares0.50%2026-06-302026-07-24

Sponsored

VHT VANGUARD WORLD FD1.6K shares-3.36%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-21.23%2026-06-302026-07-24

BLDR BUILDERS FIRSTSOURCE INC5.2K shares1.77%2026-06-302026-07-24

BA BOEING CO2.1K shares-17.16%2026-06-302026-07-24

ADI ANALOG DEVICES INC1.2K shares-9.57%2026-06-302026-07-24

FDX FEDEX CORP1.5K shares9.68%2026-06-302026-07-24

TBIL RBB FD INC9.1K shares-17.90%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC1.7K shares-2.88%2026-06-302026-07-24

Sponsored

VB VANGUARD INDEX FDS1.5K shares-11.97%2026-06-302026-07-24

CI THE CIGNA GROUP1.6K shares9.61%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC1.5K sharesnew addition2026-06-302026-07-24

PII POLARIS INC6.5K shares0.22%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN3.6K shares7.18%2026-06-302026-07-24

PGR PROGRESSIVE CORP2.0K shares-5.79%2026-06-302026-07-24

AIZ ASSURANT INC1.6K sharesnew addition2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC602 shares-14.12%2026-06-302026-07-24

Sponsored

SYK STRYKER CORPORATION1.4K shares5.07%2026-06-302026-07-24

SOXQ INVESCO EXCH TRADED FD TR II3.8K shares0.00%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL13.3K shares-10.72%2026-06-302026-07-24

SPYG SPDR SERIES TRUST3.5K shares-3.33%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS5.5K shares-0.18%2026-06-302026-07-24

DYNF BLACKROCK ETF TRUST6.2K shares12.47%2026-06-302026-07-24

IBDR ISHARES TR17.1K shares-2.84%2026-06-302026-07-24

VTR VENTAS INC4.7K shares0.00%2026-06-302026-07-24

Sponsored

MBB ISHARES TR4.4K shares18.43%2026-06-302026-07-24

FTA FIRST TR EXCHANGE-TRADED ALP4.2K shares0.00%2026-06-302026-07-24

VAW VANGUARD WORLD FD1.7K shares-0.58%2026-06-302026-07-24

SDY SPDR SERIES TRUST2.6K shares-1.26%2026-06-302026-07-24

IWV ISHARES TR921 shares0.00%2026-06-302026-07-24

AEVA AEVA TECHNOLOGIES INC13.6K shares11.93%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED1.1K shares-2.72%2026-06-302026-07-24

MPW MEDICAL PROPERTIES TRUST INC83.9K shares-0.30%2026-06-302026-07-24

Sponsored

IJJ ISHARES TR2.6K shares0.00%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L10.4K shares0.00%2026-06-302026-07-24

HPI HANCOCK JOHN PFD INCOME FD23.5K shares0.00%2026-06-302026-07-24

USMV ISHARES TR3.9K shares-0.26%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD4.6K sharesnew addition2026-06-302026-07-24

DVY ISHARES TR2.4K shares-5.92%2026-06-302026-07-24

PFE PFIZER INC15.2K shares-13.45%2026-06-302026-07-24

VST VISTRA CORP2.3K shares3.81%2026-06-302026-07-24

Sponsored

3M CO 3M CO2.2K shares-0.90%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.6K shares-1.71%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS4.5K shares-6.42%2026-06-302026-07-24

REGL PROSHARES TR3.8K shares-10.95%2026-06-302026-07-24

CBRS CEREBRAS SYSTEMS INC1.6K sharesnew addition2026-06-302026-07-24

WPC WP CAREY INC4.9K shares0.31%2026-06-302026-07-24

ENB ENBRIDGE INC6.4K shares-0.31%2026-06-302026-07-24

IBDS ISHARES TR14.3K shares-0.28%2026-06-302026-07-24

Sponsored

IGSB ISHARES TR6.6K shares31.60%2026-06-302026-07-24

WAT WATERS CORP916 shares-0.22%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS6.6K shares1.89%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K shares-37.74%2026-06-302026-07-24

EME EMCOR GROUP INC401 shares0.50%2026-06-302026-07-24

ISHARES TR ISHARES TR3.4K shares-3.57%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT7.7K shares-13.23%2026-06-302026-07-24

OEF ISHARES TR886 shares-2.96%2026-06-302026-07-24

Sponsored

ILCG ISHARES TR2.8K shares0.00%2026-06-302026-07-24

YUM YUM BRANDS INC2.0K shares0.00%2026-06-302026-07-24

IBTH ISHARES TR14.2K shares-2.30%2026-06-302026-07-24

FLS FLOWSERVE CORP4.3K shares-58.19%2026-06-302026-07-24

KHC KRAFT HEINZ CO13.4K shares0.00%2026-06-302026-07-24

IBTI ISHARES TR14.2K shares-2.30%2026-06-302026-07-24

IJS ISHARES TR2.3K shares0.04%2026-06-302026-07-24

GLW CORNING INC1.2K shares-23.88%2026-06-302026-07-24

Sponsored

IWP ISHARES TR2.1K shares0.00%2026-06-302026-07-24

IEF ISHARES TR3.2K shares-0.75%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR5.6K shares5.89%2026-06-302026-07-24

ESGE ISHARES INC5.5K shares-1.32%2026-06-302026-07-24

IYW ISHARES TR1.2K shares-81.81%2026-06-302026-07-24

XBI SPDR SERIES TRUST1.8K shares0.00%2026-06-302026-07-24

FTNT FORTINET INC1.9K sharesnew addition2026-06-302026-07-24

CIBR FIRST TR EXCHANGE-TRADED FD3.2K shares-55.60%2026-06-302026-07-24

Sponsored

UNM UNUM GROUP3.2K shares0.00%2026-06-302026-07-24

TIP ISHARES TR2.6K shares-92.05%2026-06-302026-07-24

HUM HUMANA INC710 sharesnew addition2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP892 shares0.00%2026-06-302026-07-24

TUA SIMPLIFY EXCHANGE TRADED FUN13.6K shares0.00%2026-06-302026-07-24

FNF FIDELITY NATL FINL INC5.9K shares-3.52%2026-06-302026-07-24

HEI HEICO CORP NEW775 shares0.00%2026-06-302026-07-24

ARK ETF TR ARK ETF TR3.4K shares1.94%2026-06-302026-07-24

Sponsored

GILD GILEAD SCIENCES INC2.2K shares0.00%2026-06-302026-07-24

HUBB HUBBELL INC525 shares0.00%2026-06-302026-07-24

BF.A BROWN FORMAN CORP10.0K shares0.00%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC549 shares-7.11%2026-06-302026-07-24

XSOE WISDOMTREE TR5.5K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.3.8K shares-7.51%2026-06-302026-07-24

NUE NUCOR CORP1.2K shares0.00%2026-06-302026-07-24

TWLO TWILIO INC1.3K shares-20.78%2026-06-302026-07-24

Sponsored

CSX CSX CORP5.6K shares-0.45%2026-06-302026-07-24

SMDV PROSHARES TR3.4K shares-2.46%2026-06-302026-07-24

LAMR LAMAR ADVERTISING CO1.7K shares-1.98%2026-06-302026-07-24

BMO BANK MONTREAL MEDIUM1.5K sharesnew addition2026-06-302026-07-24

IWM ISHARES TR850 shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.0K shares4.32%2026-06-302026-07-24

BAH BOOZ ALLEN HAMILTON HLDG COR4.1K shares-14.36%2026-06-302026-07-24

NULG NUSHARES ETF TR2.1K sharesnew addition2026-06-302026-07-24

Sponsored

WTAI WISDOMTREE TR5.2K sharesnew addition2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO4.2K shares-2.81%2026-06-302026-07-24

LUV SOUTHWEST AIRLS CO4.7K sharesnew addition2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS4.8K shares0.00%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2026-06-302026-07-24

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-24

MGC VANGUARD WORLD FD862 sharesnew addition2026-06-302026-07-24

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.0K sharesnew addition2026-06-302026-07-24

Sponsored

COWZ PACER FDS TR3.7K shares0.00%2026-06-302026-07-24

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-24

IBDT ISHARES TR8.9K shares11.29%2026-06-302026-07-24

IBHH ISHARES TR9.5K sharesnew addition2026-06-302026-07-24

HDV ISHARES TR8.0K shares400.00%2026-06-302026-07-24

LNG CHENIERE ENERGY INC920 sharesnew addition2026-06-302026-07-24

IBHG ISHARES TR9.6K shares3.21%2026-06-302026-07-24

NTRS NORTHERN TR CORP1.2K sharesnew addition2026-06-302026-07-24

Sponsored

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-24

NVS NOVARTIS AG1.3K shares0.00%2026-06-302026-07-24

MTUM ISHARES TR600 sharesnew addition2026-06-302026-07-24

SPYV SPDR SERIES TRUST3.4K shares-28.67%2026-06-302026-07-24

SLV ISHARES SILVER TR3.8K shares0.00%2026-06-302026-07-24

SPTM SPDR SERIES TRUST2.3K sharesnew addition2026-06-302026-07-24

LBRT LIBERTY ENERGY INC7.7K sharesnew addition2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO586 sharesnew addition2026-06-302026-07-24

Sponsored

IIPR INNOVATIVE INDL PPTYS INC3.2K sharesnew addition2026-06-302026-07-24

EXG EATON VANCE TAX-MANAGED GLOB15.7K shares0.00%2026-06-302026-07-24

OWL BLUE OWL CAPITAL INC17.3K sharesnew addition2026-06-302026-07-24

CAG CONAGRA BRANDS INC10.1K shares-0.01%2026-06-302026-07-24

SFL SFL CORPORATION LTD11.2K shares0.00%2026-06-302026-07-24

EOSE EOS ENERGY ENTERPRISES INC16.1K shares-2.12%2026-06-302026-07-24

SIDU SIDUS SPACE INC25.3K shares27.78%2026-06-302026-07-24

PHK PIMCO HIGH INCOME FD13.2K shares0.00%2026-06-302026-07-24

Sponsored

NB NIOCORP DEVS LTD10.6K shares0.00%2026-06-302026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

5.11%

Shares150.3K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-4.29%

Shares33.6K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

43.03%

Shares32.9K

Event2026-06-30

Filed2026-07-24

XMHQ

INVESCO EXCHANGE TRADED FD T

0.54%

Shares184.3K

Event2026-06-30

Filed2026-07-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

1.12%

Shares269.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.59%

Shares69.8K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

2.85%

Shares218.9K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.17%

Shares344.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-2.42%

Shares66.4K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

5.82%

Shares280.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-1.89%

Shares33.6K

Event2026-06-30

Filed2026-07-24

FTGS

FIRST TR EXCHANGE-TRADED FD

3.91%

Shares329.7K

Event2026-06-30

Filed2026-07-24

FWD

AB ACTIVE ETFS INC

11.86%

Shares82.1K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

1.94%

Shares156.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.68%

Shares49.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-12.13%

Shares15.6K

Event2026-06-30

Filed2026-07-24

XLG

INVESCO EXCHANGE TRADED FD T

4.07%

Shares173.7K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

7.95%

Shares82.5K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

9.99%

Shares126.5K

Event2026-06-30

Filed2026-07-24

ILOW

AB ACTIVE ETFS INC

8.12%

Shares207.7K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

-0.53%

Shares111.9K

Event2026-06-30

Filed2026-07-24

PPA

INVESCO EXCHANGE TRADED FD T

16.13%

Shares51.0K

Event2026-06-30

Filed2026-07-24

FLQM

FRANKLIN TEMPLETON ETF TR

63.79%

Shares144.9K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TR EXCHANGE-TRADED FD

17.01%

Shares40.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.24%

Shares21.3K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

0.72%

Shares169.8K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.78%

Shares79.6K

Event2026-06-30

Filed2026-07-24

EQWL

INVESCO EXCHANGE TRADED FD T

-46.76%

Shares54.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

0.23%

Shares45.5K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

5.99%

Shares20.4K

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.62%

Shares182.7K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-55.08%

Shares13.7K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

-3.17%

Shares13.1K

Event2026-06-30

Filed2026-07-24

FLXR

TCW ETF TRUST

24.29%

Shares141.8K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares31.9K

Event2026-06-30

Filed2026-07-24

CGIC

CAPITAL GROUP INTERNATIONAL

27.95%

Shares149.4K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

4.35%

Shares153.8K

Event2026-06-30

Filed2026-07-24

QGRW

WISDOMTREE TR

108.54%

Shares79.2K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

5.89%

Shares153.1K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

-2.29%

Shares6.6K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

1.25%

Shares31.9K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-2.10%

Shares12.2K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.39%

Shares21.1K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

-0.01%

Shares62.2K

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.86%

Shares47.0K

Event2026-06-30

Filed2026-07-24

FEX

FIRST TR EXCHANGE-TRADED ALP

0.78%

Shares30.2K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-2.67%

Shares52.5K

Event2026-06-30

Filed2026-07-24

PWRD

TCW ETF TRUST

6.28%

Shares32.8K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

2.52%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VFLO

VICTORY PORTFOLIOS II

-7.68%

Shares85.1K

Event2026-06-30

Filed2026-07-24

ISHARES TR

9.59%

Shares39.5K

Event2026-06-30

Filed2026-07-24

XNTK

SPDR SERIES TRUST

-17.65%

Shares9.6K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

-11.43%

Shares18.8K

Event2026-06-30

Filed2026-07-24

FVD

FIRST TR EXCHANGE-TRADED FD

2.89%

Shares76.2K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-5.65%

Shares26.8K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

-0.46%

Shares9.8K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

1.41%

Shares10.3K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-13.81%

Shares2.9K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-1.82%

Shares13.3K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

-6.09%

Shares20.1K

Event2026-06-30

Filed2026-07-24

RDVI

FIRST TR EXCHANGE-TRADED FD

2.88%

Shares107.2K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-12.21%

Shares12.7K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-34.54%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SYFI

AB ACTIVE ETFS INC

-5.70%

Shares85.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.35%

Shares6.0K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

2.52%

Shares3.0K

Event2026-06-30

Filed2026-07-24

NOBL

PROSHARES TR

94.31%

Shares52.1K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

2.58%

Shares7.9K

Event2026-06-30

Filed2026-07-24

RECS

COLUMBIA ETF TR I

-0.31%

Shares64.3K

Event2026-06-30

Filed2026-07-24

FELC

FIDELITY COVINGTON TRUST

-3.70%

Shares65.1K

Event2026-06-30

Filed2026-07-24

AT&T INC

-3.48%

Shares128.2K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

505.86%

Shares30.4K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-8.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-3.05%

Shares43.8K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.74%

Shares18.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

1.42%

Shares9.8K

Event2026-06-30

Filed2026-07-24

CGCB

CAPITAL GRP FIXED INCM ETF T

5.16%

Shares93.9K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-0.76%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VCRB

VANGUARD MALVERN FDS

New

Shares30.0K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

4.63%

Shares4.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-10.31%

Shares6.4K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-7.17%

Shares19.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-40.30%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC

13.40%

Shares25.3K

Event2026-06-30

Filed2026-07-24

CGUS

CAPITAL GROUP CORE EQUITY ET

11.52%

Shares50.4K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.32%

Shares160.5K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-0.05%

Shares11.7K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

1.30%

Shares34.6K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

3.40%

Shares5.7K

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

38.33%

Shares19.9K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-20.45%

Shares8.9K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

2.79%

Shares12.1K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

7.81%

Shares22.9K

Event2026-06-30

Filed2026-07-24

RFG

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares28.5K

Event2026-06-30

Filed2026-07-24

VISA INC

-1.31%

Shares5.3K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

0.56%

Shares10.0K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

1.13%

Shares17.9K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

1.73%

Shares6.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.04%

Shares4.6K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-10.45%

Shares8.9K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-12.55%

Shares12.0K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-1.44%

Shares7.9K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

61.94%

Shares3.3K

Event2026-06-30

Filed2026-07-24

BINC

BLACKROCK ETF TRUST II

11.28%

Shares30.8K

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-8.56%

Shares5.2K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-1.84%

Shares16.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

1.32%

Shares13.2K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

-0.89%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

9.19%

Shares3.6K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

2.25%

Shares17.5K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-10.60%

Shares1.9K

Event2026-06-30

Filed2026-07-24

UTWO

RBB FD INC

0.00%

Shares28.9K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

1.07%

Shares3.2K

Event2026-06-30

Filed2026-07-24

STRATEGY INC

5.63%

Shares15.8K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

4.31%

Shares15.3K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

9.32%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

284.14%

Shares16.2K

Event2026-06-30

Filed2026-07-24

IMCG

ISHARES TR

-6.60%

Shares12.8K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

5.22%

Shares8.6K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

11.94%

Shares731

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

9.58%

Shares5.7K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

22.03%

Shares7.4K

Event2026-06-30

Filed2026-07-24

VLUE

ISHARES TR

-0.44%

Shares6.1K

Event2026-06-30

Filed2026-07-24

IOO

ISHARES TR

-1.71%

Shares8.7K

Event2026-06-30

Filed2026-07-24

CALF

PACER FDS TR

-15.25%

Shares22.8K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

3.07%

Shares12.5K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

-11.90%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

4.10%

Shares4.2K

Event2026-06-30

Filed2026-07-24

OPPJ

WISDOMTREE TR

New

Shares19.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

3.19%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-3.83%

Shares9.1K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-4.02%

Shares2.1K

Event2026-06-30

Filed2026-07-24

OBIL

RBB FD INC

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-1.92%

Shares1.5K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

-6.43%

Shares932

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-24

SPGM

SPDR INDEX SHS FDS

-1.62%

Shares11.9K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-0.56%

Shares10.6K

Event2026-06-30

Filed2026-07-24

EVTR

MORGAN STANLEY ETF TRUST

13.74%

Shares19.6K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-30.39%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

17.04%

Shares11.3K

Event2026-06-30

Filed2026-07-24

MDYG

SPDR SERIES TRUST

-1.77%

Shares8.8K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

-20.77%

Shares19.4K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

-0.47%

Shares20.1K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-63.48%

Shares2.3K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-1.04%

Shares6.8K

Event2026-06-30

Filed2026-07-24

MDYV

SPDR SERIES TRUST

-0.41%

Shares9.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-2.03%

Shares965

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

2.50%

Shares6.4K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-12.55%

Shares6.9K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

34.55%

Shares7.1K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

1.68%

Shares18.1K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-6.58%

Shares838

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

6.02%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.71%

Shares5.1K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-12.08%

Shares9.0K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

-38.33%

Shares19.7K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-6.43%

Shares18.0K

Event2026-06-30

Filed2026-07-24

BILS

SPDR SERIES TRUST

46.64%

Shares8.0K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-24

IFRA

ISHARES TR

-0.19%

Shares12.6K

Event2026-06-30

Filed2026-07-24

EQRR

PROSHARES TR

-3.21%

Shares9.6K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

-7.77%

Shares15.4K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-21.76%

Shares8.0K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.18%

Shares5.5K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

-3.71%

Shares13.0K

Event2026-06-30

Filed2026-07-24

XBIL

RBB FD INC

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

FYX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-9.74%

Shares741

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

-20.06%

Shares5.7K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

45.87%

Shares10.2K

Event2026-06-30

Filed2026-07-24

AIFD

TCW ETF TRUST

New

Shares12.4K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

-4.83%

Shares35.8K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

-1.10%

Shares9.0K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-19.48%

Shares8.1K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.16%

Shares4.4K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

10.76%

Shares6.6K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-13.54%

Shares3.6K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

3.50%

Shares1.7K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

1.61%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ZOETIS INC

6.96%

Shares8.8K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-6.04%

Shares1.8K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

5.81%

Shares4.9K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORP

3.63%

Shares3.7K

Event2026-06-30

Filed2026-07-24

SFLO

VICTORY PORTFOLIOS II

0.57%

Shares18.5K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

11.60%

Shares2.4K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

1.44%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CDC

VICTORY PORTFOLIOS II

-3.28%

Shares8.3K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-2.55%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.57%

Shares2.6K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

-10.99%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IDEQ

LAZARD ACTIVE ETF TR

New

Shares16.8K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

145.59%

Shares8.2K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-5.13%

Shares5.0K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-19.20%

Shares15.8K

Event2026-06-30

Filed2026-07-24

AGILENT TECHNOLOGIES INC

2.41%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ARCH CAP GROUP LTD

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

IGIB

ISHARES TR

12.83%

Shares10.7K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-1.55%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

3.26%

Shares11.1K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-0.75%

Shares4.4K

Event2026-06-30

Filed2026-07-24

DIVB

ISHARES TR

-9.30%

Shares8.9K

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

1.00%

Shares11.0K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-1.02%

Shares4.7K

Event2026-06-30

Filed2026-07-24

AAXJ

ISHARES TR

-23.79%

Shares4.5K

Event2026-06-30

Filed2026-07-24

JPSE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

35.84%

Shares6.0K

Event2026-06-30

Filed2026-07-24

VNT

VONTIER CORPORATION

-22.47%

Shares18.4K

Event2026-06-30

Filed2026-07-24

ANTERO MIDSTREAM CORP

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-24

IESC

IES HOLDINGS INC

2.86%

Shares719

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

100.20%

Shares1.0K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-1.32%

Shares2.3K

Event2026-06-30

Filed2026-07-24

QGRO

AMERICAN CENTY ETF TR

-78.37%

Shares4.3K

Event2026-06-30

Filed2026-07-24

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

HQL

ABRDN LIFE SCIENCES INVESTOR

2.68%

Shares25.3K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

-10.71%

Shares425

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

4.60%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

-1.31%

Shares1.4K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

6.40%

Shares6.2K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.50%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-3.36%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-21.23%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BLDR

BUILDERS FIRSTSOURCE INC

1.77%

Shares5.2K

Event2026-06-30

Filed2026-07-24

BOEING CO

-17.16%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-9.57%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

9.68%

Shares1.5K

Event2026-06-30

Filed2026-07-24

TBIL

RBB FD INC

-17.90%

Shares9.1K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-2.88%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-11.97%

Shares1.5K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

9.61%

Shares1.6K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

PII

POLARIS INC

0.22%

Shares6.5K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

7.18%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

-5.79%

Shares2.0K

Event2026-06-30

Filed2026-07-24

AIZ

ASSURANT INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-14.12%

Shares602

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

5.07%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SOXQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

-10.72%

Shares13.3K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-3.33%

Shares3.5K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

-0.18%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DYNF

BLACKROCK ETF TRUST

12.47%

Shares6.2K

Event2026-06-30

Filed2026-07-24

IBDR

ISHARES TR

-2.84%

Shares17.1K

Event2026-06-30

Filed2026-07-24

VTR

VENTAS INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

18.43%

Shares4.4K

Event2026-06-30

Filed2026-07-24

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VAW

VANGUARD WORLD FD

-0.58%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-1.26%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares921

Event2026-06-30

Filed2026-07-24

AEVA

AEVA TECHNOLOGIES INC

11.93%

Shares13.6K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-2.72%

Shares1.1K

Event2026-06-30

Filed2026-07-24

MPW

MEDICAL PROPERTIES TRUST INC

-0.30%

Shares83.9K

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

HPI

HANCOCK JOHN PFD INCOME FD

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

-0.26%

Shares3.9K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares4.6K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

-5.92%

Shares2.4K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-13.45%

Shares15.2K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

3.81%

Shares2.3K

Event2026-06-30

Filed2026-07-24

3M CO

-0.90%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-1.71%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-6.42%

Shares4.5K

Event2026-06-30

Filed2026-07-24

REGL

PROSHARES TR

-10.95%

Shares3.8K

Event2026-06-30

Filed2026-07-24

CBRS

CEREBRAS SYSTEMS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

WPC

WP CAREY INC

0.31%

Shares4.9K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

-0.31%

Shares6.4K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES TR

-0.28%

Shares14.3K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

31.60%

Shares6.6K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP

-0.22%

Shares916

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

1.89%

Shares6.6K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-37.74%

Shares1.5K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

0.50%

Shares401

Event2026-06-30

Filed2026-07-24

ISHARES TR

-3.57%

Shares3.4K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

-13.23%

Shares7.7K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

-2.96%

Shares886

Event2026-06-30

Filed2026-07-24

ILCG

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IBTH

ISHARES TR

-2.30%

Shares14.2K

Event2026-06-30

Filed2026-07-24

FLS

FLOWSERVE CORP

-58.19%

Shares4.3K

Event2026-06-30

Filed2026-07-24

KHC

KRAFT HEINZ CO

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

IBTI

ISHARES TR

-2.30%

Shares14.2K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

-23.88%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

-0.75%

Shares3.2K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

5.89%

Shares5.6K

Event2026-06-30

Filed2026-07-24

ESGE

ISHARES INC

-1.32%

Shares5.5K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-81.81%

Shares1.2K

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

CIBR

FIRST TR EXCHANGE-TRADED FD

-55.60%

Shares3.2K

Event2026-06-30

Filed2026-07-24

UNM

UNUM GROUP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

-92.05%

Shares2.6K

Event2026-06-30

Filed2026-07-24

HUM

HUMANA INC

New

Shares710

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

0.00%

Shares892

Event2026-06-30

Filed2026-07-24

TUA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

FNF

FIDELITY NATL FINL INC

-3.52%

Shares5.9K

Event2026-06-30

Filed2026-07-24

HEI

HEICO CORP NEW

0.00%

Shares775

Event2026-06-30

Filed2026-07-24

ARK ETF TR

1.94%

Shares3.4K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

0.00%

Shares525

Event2026-06-30

Filed2026-07-24

BF.A

BROWN FORMAN CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

-7.11%

Shares549

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-7.51%

Shares3.8K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TWLO

TWILIO INC

-20.78%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-0.45%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SMDV

PROSHARES TR

-2.46%

Shares3.4K

Event2026-06-30

Filed2026-07-24

LAMR

LAMAR ADVERTISING CO

-1.98%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BMO

BANK MONTREAL MEDIUM

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares850

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

4.32%

Shares3.0K

Event2026-06-30

Filed2026-07-24

BAH

BOOZ ALLEN HAMILTON HLDG COR

-14.36%

Shares4.1K

Event2026-06-30

Filed2026-07-24

NULG

NUSHARES ETF TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

WTAI

WISDOMTREE TR

New

Shares5.2K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-2.81%

Shares4.2K

Event2026-06-30

Filed2026-07-24

LUV

SOUTHWEST AIRLS CO

New

Shares4.7K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

AKAMAI TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

MGC

VANGUARD WORLD FD

New

Shares862

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

11.29%

Shares8.9K

Event2026-06-30

Filed2026-07-24

IBHH

ISHARES TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

400.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

New

Shares920

Event2026-06-30

Filed2026-07-24

IBHG

ISHARES TR

3.21%

Shares9.6K

Event2026-06-30

Filed2026-07-24

NTRS

NORTHERN TR CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

-28.67%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

LBRT

LIBERTY ENERGY INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

New

Shares586

Event2026-06-30

Filed2026-07-24

IIPR

INNOVATIVE INDL PPTYS INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-24

OWL

BLUE OWL CAPITAL INC

New

Shares17.3K

Event2026-06-30

Filed2026-07-24

CAG

CONAGRA BRANDS INC

-0.01%

Shares10.1K

Event2026-06-30

Filed2026-07-24

SFL

SFL CORPORATION LTD

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-24

EOSE

EOS ENERGY ENTERPRISES INC

-2.12%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SIDU

SIDUS SPACE INC

27.78%

Shares25.3K

Event2026-06-30

Filed2026-07-24

PHK

PIMCO HIGH INCOME FD

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-24

NIOCORP DEVS LTD

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

TSLA Put PutTESLA INC3.8K sharesnew addition2026-06-302026-07-24

TSLA Put

TESLA INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-24