Sponsored

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

Currently, Legacy Advisors, LLC holds 337 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VOO (+59.6K shares, valued at $40.9M), MTZ (+30.2K shares, valued at $12.6M), AAPL (+27.8K shares, valued at $8.0M); decreased their positions in N/A (-17.7K shares, valued at $13.3M), QLTY (-98.3K shares, valued at $4.1M), IWR (-4.8K shares, valued at $525.8K); initiated new positions in IEF (+23.6K shares, valued at $2.2M), COHR (+4.0K shares, valued at $1.6M), INTC (+9.4K shares, valued at $1.3M).

1M P&L

-33.7M-3.02%

3M P&L

-6.4M-0.59%

HY P&L

-68.7M-5.97%

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/A535.1M

57.3%

2Engineering & Construction52.0M

5.6%

3Consumer Electronics43.3M

4.6%

Top Industries by Stock Count

1N/A97 stocks

32.8%

2Software - Application11 stocks

3.7%

3Banks - Regional11 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QLTY GMO ETF TRUST3.4M shares-2.78%2026-06-302026-07-24

VOO VANGUARD INDEX FDS110.0K shares118.35%2026-06-302026-07-24

IJR ISHARES TR351.5K shares15.63%2026-06-302026-07-24

MTZ MASTEC INC124.2K shares32.17%2026-06-302026-07-24

AAPL APPLE INC149.8K shares22.77%2026-06-302026-07-24

IWB ISHARES TR89.3K shares-0.01%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T42.3K shares5.89%2026-06-302026-07-24

ISHARES TR ISHARES TR39.0K shares-31.23%2026-06-302026-07-24

Sponsored

GQGU ADVISORS INNER CIRCLE FD III958.5K shares0.04%2026-06-302026-07-24

GOOGL ALPHABET INC66.2K shares16.65%2026-06-302026-07-24

IWR ISHARES TR207.3K shares-2.25%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR102.7K shares0.01%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC33.7K shares15.51%2026-06-302026-07-24

AMZN AMAZON COM INC73.8K shares19.40%2026-06-302026-07-24

VERX VERTEX INC1.3M shares0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS41.1K shares-0.43%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION74.6K shares30.58%2026-06-302026-07-24

MSFT MICROSOFT CORP37.7K shares15.70%2026-06-302026-07-24

QQQ INVESCO QQQ TR16.9K shares0.56%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL24.1K shares3.51%2026-06-302026-07-24

VXUS VANGUARD STAR FDS137.6K shares19.45%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 4015.9K shares0.04%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST238.4K shares0.00%2026-06-302026-07-24

OEF ISHARES TR27.4K shares0.00%2026-06-302026-07-24

Sponsored

GOOG ALPHABET INC29.7K shares1.33%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON36.9K shares4.51%2026-06-302026-07-24

AMTM AMENTUM HOLDINGS INC9.1M shares0.02%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS86.8K shares0.00%2026-06-302026-07-24

IWF ISHARES TR64.0K shares300.00%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC108.9K shares8.90%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR234.4K shares12.95%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC6.2K shares335.05%2026-06-302026-07-24

Sponsored

FULT FULTON FINL CORP PA281.1K shares0.00%2026-06-302026-07-24

TSLA TESLA INC14.8K shares3.86%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.8K shares12.06%2026-06-302026-07-24

BSY BENTLEY SYS INC194.6K shares0.13%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS34.9K shares0.00%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC9.9K shares3.72%2026-06-302026-07-24

RBLX ROBLOX CORP85.6K shares-1.70%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L119.0K shares0.68%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC16.5K shares8.68%2026-06-302026-07-24

VO VANGUARD INDEX FDS49.1K shares286.62%2026-06-302026-07-24

BROADCOM INC BROADCOM INC10.3K shares28.34%2026-06-302026-07-24

MCD MCDONALDS CORP14.4K shares8.04%2026-06-302026-07-24

VUG VANGUARD INDEX FDS40.9K shares699.22%2026-06-302026-07-24

SDY SPDR SERIES TRUST22.1K shares2.61%2026-06-302026-07-24

APH AMPHENOL CORP19.0K shares39.01%2026-06-302026-07-24

MELI MERCADOLIBRE INC1.9K shares-0.05%2026-06-302026-07-24

Sponsored

VB VANGUARD INDEX FDS9.9K shares1.02%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC4.0K shares2.37%2026-06-302026-07-24

GLD SPDR GOLD TR7.5K shares-4.28%2026-06-302026-07-24

LRCX LAM RESEARCH CORP6.3K shares5.76%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR31.2K shares0.02%2026-06-302026-07-24

LLY ELI LILLY & CO2.2K shares21.31%2026-06-302026-07-24

BAC BANK OF AMER CORP45.1K shares29.90%2026-06-302026-07-24

GSLC GOLDMAN SACHS ETF TR17.3K shares-4.50%2026-06-302026-07-24

Sponsored

HD HOME DEPOT INC6.8K shares89.77%2026-06-302026-07-24

VTV VANGUARD INDEX FDS10.6K shares32.84%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC9.4K shares2.95%2026-06-302026-07-24

ASML ASML HLDG NV1.1K shares59.26%2026-06-302026-07-24

VV VANGUARD INDEX FDS6.5K shares0.00%2026-06-302026-07-24

IEF ISHARES TR23.6K sharesnew addition2026-06-302026-07-24

IVW ISHARES TR15.6K shares0.00%2026-06-302026-07-24

WMB WILLIAMS COS INC28.8K shares-9.16%2026-06-302026-07-24

Sponsored

IWM ISHARES TR7.1K shares0.01%2026-06-302026-07-24

VISA INC VISA INC6.1K shares14.24%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.2K shares2.06%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO6.0K shares37.19%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR12.8K shares45.87%2026-06-302026-07-24

PEP PEPSICO INC15.0K shares32.02%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC3.5K shares22.21%2026-06-302026-07-24

ET ENERGY TRANSFER L P101.7K shares0.00%2026-06-302026-07-24

Sponsored

HIMS HIMS & HERS HEALTH INC51.6K shares-0.06%2026-06-302026-07-24

ITOT ISHARES TR10.9K shares0.00%2026-06-302026-07-24

DIS DISNEY WALT CO18.5K shares55.62%2026-06-302026-07-24

IWD ISHARES TR7.3K shares0.00%2026-06-302026-07-24

ABT ABBOTT LABORATORIES18.7K shares-0.07%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC5.7K shares20.41%2026-06-302026-07-24

IJH ISHARES TR21.0K shares0.00%2026-06-302026-07-24

EFA ISHARES TR15.5K shares0.32%2026-06-302026-07-24

Sponsored

HCA HCA HEALTHCARE INC4.1K shares-0.82%2026-06-302026-07-24

AMGN AMGEN INC4.4K shares-0.18%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP5.0K shares1.84%2026-06-302026-07-24

COHR COHERENT CORP4.0K sharesnew addition2026-06-302026-07-24

GWW WW GRAINGER INC1.1K shares0.98%2026-06-302026-07-24

GEV GE VERNOVA INC1.3K shares1.19%2026-06-302026-07-24

ACWX ISHARES TR19.6K shares-8.63%2026-06-302026-07-24

MRK MERCK & CO INC11.4K shares41.12%2026-06-302026-07-24

Sponsored

IVE ISHARES TR6.5K shares0.00%2026-06-302026-07-24

NVR NVR INC212 shares0.00%2026-06-302026-07-24

GE GE AEROSPACE3.9K shares6.54%2026-06-302026-07-24

BA BOEING CO6.5K shares92.19%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.7K shares-1.63%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS26.7K shares-3.52%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T15.0K shares0.00%2026-06-302026-07-24

CAT CATERPILLAR INC1.3K shares28.48%2026-06-302026-07-24

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS11.1K shares0.00%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC3.4K shares4.23%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS17.9K shares9.14%2026-06-302026-07-24

ORACLE CORP ORACLE CORP8.9K shares13.99%2026-06-302026-07-24

INTC INTEL CORP9.4K sharesnew addition2026-06-302026-07-24

EMR EMERSON ELEC CO9.0K shares7.09%2026-06-302026-07-24

CVX CHEVRON CORPORATION7.8K shares8.61%2026-06-302026-07-24

CMCSA COMCAST CORP NEW52.3K shares54.45%2026-06-302026-07-24

Sponsored

VGT VANGUARD WORLD FD10.7K shares690.06%2026-06-302026-07-24

EFX EQUIFAX INC8.0K shares-0.47%2026-06-302026-07-24

CNO CNO FINL GROUP INC24.5K shares-7.13%2026-06-302026-07-24

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A2.7K shares1.48%2026-06-302026-07-24

PFS PROVIDENT FINL SVCS INC51.7K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.17.1K shares11.35%2026-06-302026-07-24

CMPR CIMPRESS PLC11.9K shares0.13%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR23.3K sharesnew addition2026-06-302026-07-24

Sponsored

IBIT ISHARES BITCOIN TRUST ETF34.1K shares0.00%2026-06-302026-07-24

NNE NANO NUCLEAR ENERGY INC53.5K shares-0.03%2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD11.5K shares4.07%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC9.4K shares29.46%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC6.0K shares8.46%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR21.3K shares0.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC3.6K shares134.47%2026-06-302026-07-24

PG PROCTER & GAMBLE CO7.1K shares4.06%2026-06-302026-07-24

Sponsored

ENVA ENOVA INTL INC4.3K shares0.07%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS12.3K sharesnew addition2026-06-302026-07-24

NJR NEW JERSEY RES CORP17.9K shares0.00%2026-06-302026-07-24

GCOR GOLDMAN SACHS ETF TR24.1K shares4.10%2026-06-302026-07-24

EQIX EQUINIX INC948 shares2.71%2026-06-302026-07-24

WMT WALMART INC8.6K shares8.10%2026-06-302026-07-24

PFE PFIZER INC40.6K shares51.02%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS4.1K shares0.02%2026-06-302026-07-24

Sponsored

ARCH CAP GROUP LTD ARCH CAP GROUP LTD9.6K shares-1.39%2026-06-302026-07-24

WTM WHITE MTNS INS GROUP LTD448 shares-0.44%2026-06-302026-07-24

KLAC KLA CORP3.1K shares1071.76%2026-06-302026-07-24

SBUX STARBUCKS CORP9.0K shares8.87%2026-06-302026-07-24

VG VENTURE GLOBAL INC77.5K shares0.16%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC2.5K shares20.69%2026-06-302026-07-24

DE DEERE & CO1.3K shares7.69%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN3.7K shares181.43%2026-06-302026-07-24

Sponsored

DATADOG INC DATADOG INC3.2K shares19.63%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS10.6K shares15.61%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T3.8K shares2.70%2026-06-302026-07-24

USEP INNOVATOR ETFS TRUST18.8K shares-22.29%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC7.8K shares5.03%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION4.0K shares27.76%2026-06-302026-07-24

QUAL ISHARES TR3.4K shares10.35%2026-06-302026-07-24

SNPS SYNOPSYS INC1.6K shares6.79%2026-06-302026-07-24

Sponsored

EW EDWARDS LIFESCIENCES CORP8.0K shares2.39%2026-06-302026-07-24

ULTA BEAUTY INC ULTA BEAUTY INC1.6K shares2.53%2026-06-302026-07-24

WFC WELLS FARGO & CO8.6K shares48.67%2026-06-302026-07-24

TFC TRUIST FINL CORP14.3K shares-16.51%2026-06-302026-07-24

STBA S & T BANCORP INC14.5K shares0.00%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC16.7K shares50.89%2026-06-302026-07-24

MKL MARKEL GROUP INC362 shares-0.28%2026-06-302026-07-24

CI THE CIGNA GROUP2.5K shares19.92%2026-06-302026-07-24

Sponsored

EZU ISHARES INC10.0K shares0.00%2026-06-302026-07-24

APD AIR PRODUCTS AND CHEMICALS I2.4K shares57.56%2026-06-302026-07-24

GIL GILDAN ACTIVEWEAR INC13.4K shares0.00%2026-06-302026-07-24

CDNS CADENCE DESIGN SYSTEM INC1.8K shares7.71%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED2.0K sharesnew addition2026-06-302026-07-24

TJX TJX COS INC NEW4.5K shares-1.29%2026-06-302026-07-24

TDVG T ROWE PRICE EXCHANGE-TRADED13.4K sharesnew addition2026-06-302026-07-24

TOST TOAST INC23.5K shares-10.74%2026-06-302026-07-24

Sponsored

RGA REINSURANCE GROUP AMER INC3.1K shares-5.75%2026-06-302026-07-24

IXUS ISHARES TR6.8K shares-4.02%2026-06-302026-07-24

BX BLACKSTONE INC5.5K shares-8.49%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS9.0K shares42.43%2026-06-302026-07-24

ISHARES TR ISHARES TR6.6K shares41.75%2026-06-302026-07-24

UNP UNION PAC CORP2.3K shares14.07%2026-06-302026-07-24

MS MORGAN STANLEY2.9K shares9.34%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC776 shares26.80%2026-06-302026-07-24

Sponsored

IWN ISHARES TR2.7K shares0.00%2026-06-302026-07-24

IWP ISHARES TR4.0K shares0.00%2026-06-302026-07-24

CORTEVA INC CORTEVA INC6.9K shares6.33%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC5.4K shares0.79%2026-06-302026-07-24

HBAN HUNTINGTON BANCSHARES INC32.2K shares0.00%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.4K shares27.32%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC558 shares16.49%2026-06-302026-07-24

SPSM SPDR SERIES TRUST9.5K shares0.00%2026-06-302026-07-24

Sponsored

IGM ISHARES TR3.3K shares0.00%2026-06-302026-07-24

IWC ISHARES TR2.7K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.9K shares15.61%2026-06-302026-07-24

MPLX MPLX LP9.3K shares0.00%2026-06-302026-07-24

AME AMETEK INC2.1K shares113.30%2026-06-302026-07-24

NML NEUBERGER ENGY INFRSTR & INC50.0K shares0.00%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F5.7K shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC2.2K sharesnew addition2026-06-302026-07-24

Sponsored

SYK STRYKER CORPORATION1.6K sharesnew addition2026-06-302026-07-24

OKTA OKTA INC3.6K sharesnew addition2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.2K sharesnew addition2026-06-302026-07-24

GLW CORNING INC1.9K sharesnew addition2026-06-302026-07-24

AMT AMERICAN TOWER CORP3.0K shares13.18%2026-06-302026-07-24

ETN EATON CORP PLC1.1K shares-27.39%2026-06-302026-07-24

DHR DANAHER CORP DEL2.5K shares34.47%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO8.1K shares9.85%2026-06-302026-07-24

Sponsored

GM GENERAL MTRS CO6.0K shares1.91%2026-06-302026-07-24

URA GLOBAL X FDS10.4K shares0.00%2026-06-302026-07-24

HEFA ISHARES TR9.7K sharesnew addition2026-06-302026-07-24

QCOM QUALCOMM INC2.4K shares18.70%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.6K sharesnew addition2026-06-302026-07-24

NVS NOVARTIS AG2.8K shares13.16%2026-06-302026-07-24

CAH CARDINAL HEALTH INC1.8K shares11.69%2026-06-302026-07-24

KO COCA COLA CO5.3K shares48.80%2026-06-302026-07-24

Sponsored

DFAS DIMENSIONAL ETF TRUST5.2K shares0.86%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP5.2K shares2.27%2026-06-302026-07-24

BDX BECTON DICKINSON & CO2.8K shares-11.22%2026-06-302026-07-24

OKLO OKLO INC7.9K shares-1.02%2026-06-302026-07-24

FICO FAIR ISAAC CORP345 shares14.24%2026-06-302026-07-24

QGRW WISDOMTREE TR6.2K shares0.00%2026-06-302026-07-24

LIN LINDE PLC779 shares-1.14%2026-06-302026-07-24

GSIE GOLDMAN SACHS ETF TR8.6K shares18.76%2026-06-302026-07-24

Sponsored

IYM ISHARES TR2.2K shares0.27%2026-06-302026-07-24

BN BROOKFIELD CORP9.2K shares-1.02%2026-06-302026-07-24

IXN ISHARES TR2.7K shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR13.2K shares0.26%2026-06-302026-07-24

ORLY OREILLY AUTOMOTIVE INC4.2K shares-2.09%2026-06-302026-07-24

CRM SALESFORCE INC2.5K shares-7.08%2026-06-302026-07-24

CMI CUMMINS INC538 shares19.03%2026-06-302026-07-24

ICLR ICON PUB LTD CO2.2K shares0.00%2026-06-302026-07-24

Sponsored

MGNI MAGNITE INC20.0K sharesnew addition2026-06-302026-07-24

RMBS RAMBUS INC DEL2.8K sharesnew addition2026-06-302026-07-24

GIGB GOLDMAN SACHS ETF TR8.0K shares2.16%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC710 shares11.81%2026-06-302026-07-24

AFL AFLAC INC3.0K sharesnew addition2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.0K shares37.87%2026-06-302026-07-24

MMC MARSH & MCLENNAN COS INC2.1K shares-35.29%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.4K sharesnew addition2026-06-302026-07-24

Sponsored

QRVO QORVO INC3.7K sharesnew addition2026-06-302026-07-24

DY DYCOM INDS INC668 shares-0.74%2026-06-302026-07-24

VLUE ISHARES TR1.7K shares0.00%2026-06-302026-07-24

RPM RPM INTL INC3.0K sharesnew addition2026-06-302026-07-24

CVS CVS HEALTH CORP3.1K sharesnew addition2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K shares-22.65%2026-06-302026-07-24

MAR MARRIOTT INTL INC NEW872 shares16.73%2026-06-302026-07-24

XSD SPDR SERIES TRUST500 sharesnew addition2026-06-302026-07-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-06-302026-07-24

RELY REMITLY GLOBAL INC13.7K sharesnew addition2026-06-302026-07-24

MCO MOODYS CORP678 shares16.30%2026-06-302026-07-24

NDSN NORDSON CORP1.0K sharesnew addition2026-06-302026-07-24

VFC V F CORP18.2K shares-3.22%2026-06-302026-07-24

PPL CORP PPL CORP8.2K shares-0.41%2026-06-302026-07-24

COWZ PACER FDS TR4.8K shares0.00%2026-06-302026-07-24

IWV ISHARES TR704 shares0.00%2026-06-302026-07-24

Sponsored

VBR VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-24

PHR PHREESIA INC29.2K shares-0.15%2026-06-302026-07-24

COKE COCA COLA CONS INC1.6K sharesnew addition2026-06-302026-07-24

TM TOYOTA MOTOR CORP1.7K shares13.73%2026-06-302026-07-24

C CITIGROUP INC2.1K sharesnew addition2026-06-302026-07-24

KKR KKR & CO INC3.2K shares12.01%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP820 sharesnew addition2026-06-302026-07-24

TMUS T-MOBILE US INC1.7K shares10.19%2026-06-302026-07-24

Sponsored

PAYX PAYCHEX INC3.0K shares1.97%2026-06-302026-07-24

MPC MARATHON PETE CORP1.1K shares2.44%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP293 shares25.75%2026-06-302026-07-24

IWO ISHARES TR727 shares0.00%2026-06-302026-07-24

USB US BANCORP4.7K shares-16.20%2026-06-302026-07-24

IUSG ISHARES TR1.5K sharesnew addition2026-06-302026-07-24

NCNO NCINO INC17.4K shares65.91%2026-06-302026-07-24

IYH ISHARES TR4.3K shares0.00%2026-06-302026-07-24

Sponsored

SOUTHERN CO SOUTHERN CO3.0K shares20.12%2026-06-302026-07-24

VHT VANGUARD WORLD FD949 shares-56.06%2026-06-302026-07-24

RPG INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2026-06-302026-07-24

GEM GOLDMAN SACHS ETF TR5.4K shares-2.04%2026-06-302026-07-24

Q QNITY ELECTRONICS INC1.7K sharesnew addition2026-06-302026-07-24

NUE NUCOR CORP1.3K sharesnew addition2026-06-302026-07-24

T AT&T INC13.4K shares33.64%2026-06-302026-07-24

TRGP TARGA RES CORP1.0K shares0.88%2026-06-302026-07-24

Sponsored

IUSV ISHARES TR2.5K sharesnew addition2026-06-302026-07-24

IWS ISHARES TR1.7K shares0.00%2026-06-302026-07-24

AIG AMERICAN INTL GROUP INC3.7K shares16.24%2026-06-302026-07-24

CFG CITIZENS FINL GROUP INC3.9K shares-6.02%2026-06-302026-07-24

ZS ZSCALER INC1.9K shares-23.51%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW2.8K sharesnew addition2026-06-302026-07-24

GTIP GOLDMAN SACHS ETF TR5.6K shares4.66%2026-06-302026-07-24

LUMN LUMEN TECHNOLOGIES INC35.4K sharesnew addition2026-06-302026-07-24

Sponsored

VFH VANGUARD WORLD FD2.1K shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC3.7K shares17.91%2026-06-302026-07-24

OCFC OCEANFIRST FINL CORP13.6K sharesnew addition2026-06-302026-07-24

SNDK SANDISK CORP115 sharesnew addition2026-06-302026-07-24

BKU BANKUNITED INC5.4K shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F3.1K shares0.00%2026-06-302026-07-24

BWXT BWX TECHNOLOGIES INC1.3K shares28.01%2026-06-302026-07-24

VST VISTRA CORP1.6K shares5.50%2026-06-302026-07-24

Sponsored

GSEU GOLDMAN SACHS ETF TR5.2K shares1.47%2026-06-302026-07-24

PYPL PAYPAL HLDGS INC5.9K sharesnew addition2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC508 sharesnew addition2026-06-302026-07-24

DVY ISHARES TR1.6K shares0.00%2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC2.6K sharesnew addition2026-06-302026-07-24

BLK BLACKROCK INC257 sharesnew addition2026-06-302026-07-24

FI FISERV INC5.0K shares-43.30%2026-06-302026-07-24

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-06-302026-07-24

Sponsored

IXC ISHARES TR4.9K shares0.00%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2026-06-302026-07-24

WISE GROUP PLC WISE GROUP PLC20.1K sharesnew addition2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP2.1K shares-8.37%2026-06-302026-07-24

BOX INC BOX INC9.0K sharesnew addition2026-06-302026-07-24

ASTS AST SPACEMOBILE INC2.7K sharesnew addition2026-06-302026-07-24

ADOBE INC ADOBE INC1.2K sharesnew addition2026-06-302026-07-24

WDC WESTERN DIGITAL CORP371 sharesnew addition2026-06-302026-07-24

Sponsored

FDX FEDEX CORP753 sharesnew addition2026-06-302026-07-24

VRSK VERISK ANALYTICS INC1.3K shares2.57%2026-06-302026-07-24

F FORD MTR CO17.0K shares-0.81%2026-06-302026-07-24

DOCU DOCUSIGN INC5.3K sharesnew addition2026-06-302026-07-24

PINS PINTEREST INC11.0K sharesnew addition2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC2.8K sharesnew addition2026-06-302026-07-24

CME CME GROUP INC1.0K shares-6.90%2026-06-302026-07-24

NEXT NEXTDECADE CORP30.0K sharesnew addition2026-06-302026-07-24

Sponsored

COF CAPITAL ONE FINL CORP1.1K sharesnew addition2026-06-302026-07-24

VGLT VANGUARD SCOTTSDALE FDS4.0K shares5.48%2026-06-302026-07-24

MSCI MSCI INC395 shares2.33%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW1.7K sharesnew addition2026-06-302026-07-24

DHI D R HORTON INC1.3K sharesnew addition2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC753 sharesnew addition2026-06-302026-07-24

TDY TELEDYNE TECHNOLOGIES INC323 shares-2.71%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN1.7K sharesnew addition2026-06-302026-07-24

Sponsored

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

PRU PRUDENTIAL FINL INC1.9K sharesnew addition2026-06-302026-07-24

CRWV COREWEAVE INC2.0K sharesnew addition2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP398 sharesnew addition2026-06-302026-07-24

SHOP SHOPIFY INC1.8K shares0.80%2026-06-302026-07-24

IYW ISHARES TR800 sharesnew addition2026-06-302026-07-24

IEMG ISHARES INC2.4K sharesnew addition2026-06-302026-07-24

VIS VANGUARD WORLD FD555 sharesnew addition2026-06-302026-07-24

Sponsored

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC11.0K sharesnew addition2026-06-302026-07-24

ASC ARDMORE SHIPPING CORP11.5K sharesnew addition2026-06-302026-07-24

STLA STELLANTIS N.V26.8K shares118.63%2026-06-302026-07-24

OWL BLUE OWL CAPITAL INC17.0K shares42.12%2026-06-302026-07-24

MHD BLACKROCK MUNIHOLDINGS FD IN12.0K sharesnew addition2026-06-302026-07-24

SMR NUSCALE PWR CORP13.1K shares0.00%2026-06-302026-07-24

CION CION INVT CORP17.0K shares0.00%2026-06-302026-07-24

CLF CLEVELAND-CLIFFS INC NEW10.7K sharesnew addition2026-06-302026-07-24

Sponsored

LYG LLOYDS BANKING GROUP PLC12.9K sharesnew addition2026-06-302026-07-24

PPSI PIONEER PWR SOLUTIONS INC16.0K shares0.00%2026-06-302026-07-24

EVLV EVOLV TECHNOLOGIES HLDNGS IN10.7K shares0.00%2026-06-302026-07-24

WIT WIPRO LTD27.4K shares94.32%2026-06-302026-07-24

SANG SANGOMA TECHNOLOGIES CORP10.0K shares0.00%2026-06-302026-07-24

GETY GETTY IMAGES HOLDINGS INC32.6K sharesnew addition2026-06-302026-07-24

NPWR NET POWER INC16.4K shares0.12%2026-06-302026-07-24

GRML GREENLAND MINES LTD104.6K sharesnew addition2026-06-302026-07-24

Sponsored

SEED ORIGIN AGRITECH LIMITED20.8K shares0.00%2026-06-302026-07-24

QLTY

GMO ETF TRUST

-2.78%

Shares3.4M

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

118.35%

Shares110.0K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

15.63%

Shares351.5K

Event2026-06-30

Filed2026-07-24

MTZ

MASTEC INC

32.17%

Shares124.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

22.77%

Shares149.8K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-0.01%

Shares89.3K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

5.89%

Shares42.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-31.23%

Shares39.0K

Event2026-06-30

Filed2026-07-24

GQGU

ADVISORS INNER CIRCLE FD III

0.04%

Shares958.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

16.65%

Shares66.2K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-2.25%

Shares207.3K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

0.01%

Shares102.7K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

15.51%

Shares33.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

19.40%

Shares73.8K

Event2026-06-30

Filed2026-07-24

VERX

VERTEX INC

0.00%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.43%

Shares41.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

30.58%

Shares74.6K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

15.70%

Shares37.7K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.56%

Shares16.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.51%

Shares24.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

19.45%

Shares137.6K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.04%

Shares15.9K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares238.4K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

0.00%

Shares27.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

1.33%

Shares29.7K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

4.51%

Shares36.9K

Event2026-06-30

Filed2026-07-24

AMTM

AMENTUM HOLDINGS INC

0.02%

Shares9.1M

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares86.8K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares64.0K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

8.90%

Shares108.9K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

12.95%

Shares234.4K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

335.05%

Shares6.2K

Event2026-06-30

Filed2026-07-24

FULT

FULTON FINL CORP PA

0.00%

Shares281.1K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

3.86%

Shares14.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

12.06%

Shares18.8K

Event2026-06-30

Filed2026-07-24

BSY

BENTLEY SYS INC

0.13%

Shares194.6K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares34.9K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.72%

Shares9.9K

Event2026-06-30

Filed2026-07-24

RBLX

ROBLOX CORP

-1.70%

Shares85.6K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.68%

Shares119.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

8.68%

Shares16.5K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

286.62%

Shares49.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

28.34%

Shares10.3K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

8.04%

Shares14.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

699.22%

Shares40.9K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

2.61%

Shares22.1K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

39.01%

Shares19.0K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.02%

Shares9.9K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

2.37%

Shares4.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-4.28%

Shares7.5K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

5.76%

Shares6.3K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

0.02%

Shares31.2K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

21.31%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

29.90%

Shares45.1K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

-4.50%

Shares17.3K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

89.77%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

32.84%

Shares10.6K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

2.95%

Shares9.4K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

59.26%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

New

Shares23.6K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

-9.16%

Shares28.8K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.01%

Shares7.1K

Event2026-06-30

Filed2026-07-24

VISA INC

14.24%

Shares6.1K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

2.06%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

37.19%

Shares6.0K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

45.87%

Shares12.8K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

32.02%

Shares15.0K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

22.21%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

0.00%

Shares101.7K

Event2026-06-30

Filed2026-07-24

HIMS

HIMS & HERS HEALTH INC

-0.06%

Shares51.6K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

55.62%

Shares18.5K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-0.07%

Shares18.7K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

20.41%

Shares5.7K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.32%

Shares15.5K

Event2026-06-30

Filed2026-07-24

HCA

HCA HEALTHCARE INC

-0.82%

Shares4.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.18%

Shares4.4K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

1.84%

Shares5.0K

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

0.98%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

1.19%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

-8.63%

Shares19.6K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

41.12%

Shares11.4K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

NVR

NVR INC

0.00%

Shares212

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

6.54%

Shares3.9K

Event2026-06-30

Filed2026-07-24

BOEING CO

92.19%

Shares6.5K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-1.63%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

-3.52%

Shares26.7K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

28.48%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

4.23%

Shares3.4K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

9.14%

Shares17.9K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

13.99%

Shares8.9K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares9.4K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

7.09%

Shares9.0K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

8.61%

Shares7.8K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

54.45%

Shares52.3K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

690.06%

Shares10.7K

Event2026-06-30

Filed2026-07-24

EFX

EQUIFAX INC

-0.47%

Shares8.0K

Event2026-06-30

Filed2026-07-24

CNO

CNO FINL GROUP INC

-7.13%

Shares24.5K

Event2026-06-30

Filed2026-07-24

SPOTIFY TECHNOLOGY S A

1.48%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares51.7K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

11.35%

Shares17.1K

Event2026-06-30

Filed2026-07-24

CMPR

CIMPRESS PLC

0.13%

Shares11.9K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

New

Shares23.3K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares34.1K

Event2026-06-30

Filed2026-07-24

NNE

NANO NUCLEAR ENERGY INC

-0.03%

Shares53.5K

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

4.07%

Shares11.5K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

29.46%

Shares9.4K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

8.46%

Shares6.0K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

134.47%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

4.06%

Shares7.1K

Event2026-06-30

Filed2026-07-24

ENVA

ENOVA INTL INC

0.07%

Shares4.3K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares12.3K

Event2026-06-30

Filed2026-07-24

NJR

NEW JERSEY RES CORP

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-24

GCOR

GOLDMAN SACHS ETF TR

4.10%

Shares24.1K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC

2.71%

Shares948

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

8.10%

Shares8.6K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

51.02%

Shares40.6K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.02%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ARCH CAP GROUP LTD

-1.39%

Shares9.6K

Event2026-06-30

Filed2026-07-24

WTM

WHITE MTNS INS GROUP LTD

-0.44%

Shares448

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

1071.76%

Shares3.1K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

8.87%

Shares9.0K

Event2026-06-30

Filed2026-07-24

VENTURE GLOBAL INC

0.16%

Shares77.5K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

20.69%

Shares2.5K

Event2026-06-30

Filed2026-07-24

DEERE & CO

7.69%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

181.43%

Shares3.7K

Event2026-06-30

Filed2026-07-24

DATADOG INC

19.63%

Shares3.2K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

15.61%

Shares10.6K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

2.70%

Shares3.8K

Event2026-06-30

Filed2026-07-24

USEP

INNOVATOR ETFS TRUST

-22.29%

Shares18.8K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

5.03%

Shares7.8K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

27.76%

Shares4.0K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

10.35%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC

6.79%

Shares1.6K

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

2.39%

Shares8.0K

Event2026-06-30

Filed2026-07-24

ULTA BEAUTY INC

2.53%

Shares1.6K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

48.67%

Shares8.6K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

-16.51%

Shares14.3K

Event2026-06-30

Filed2026-07-24

STBA

S & T BANCORP INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

50.89%

Shares16.7K

Event2026-06-30

Filed2026-07-24

MKL

MARKEL GROUP INC

-0.28%

Shares362

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

19.92%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EZU

ISHARES INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

57.56%

Shares2.4K

Event2026-06-30

Filed2026-07-24

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC

7.71%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-1.29%

Shares4.5K

Event2026-06-30

Filed2026-07-24

TDVG

T ROWE PRICE EXCHANGE-TRADED

New

Shares13.4K

Event2026-06-30

Filed2026-07-24

TOST

TOAST INC

-10.74%

Shares23.5K

Event2026-06-30

Filed2026-07-24

RGA

REINSURANCE GROUP AMER INC

-5.75%

Shares3.1K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

-4.02%

Shares6.8K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-8.49%

Shares5.5K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

42.43%

Shares9.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR

41.75%

Shares6.6K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

14.07%

Shares2.3K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

9.34%

Shares2.9K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

26.80%

Shares776

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

6.33%

Shares6.9K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.79%

Shares5.4K

Event2026-06-30

Filed2026-07-24

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares32.2K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

27.32%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

16.49%

Shares558

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IWC

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

15.61%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC

113.30%

Shares2.1K

Event2026-06-30

Filed2026-07-24

NML

NEUBERGER ENGY INFRSTR & INC

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

OKTA

OKTA INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

13.18%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-27.39%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

34.47%

Shares2.5K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

9.85%

Shares8.1K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

1.91%

Shares6.0K

Event2026-06-30

Filed2026-07-24

URA

GLOBAL X FDS

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

HEFA

ISHARES TR

New

Shares9.7K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

18.70%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

13.16%

Shares2.8K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

11.69%

Shares1.8K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

48.80%

Shares5.3K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

0.86%

Shares5.2K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

2.27%

Shares5.2K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON & CO

-11.22%

Shares2.8K

Event2026-06-30

Filed2026-07-24

OKLO

OKLO INC

-1.02%

Shares7.9K

Event2026-06-30

Filed2026-07-24

FICO

FAIR ISAAC CORP

14.24%

Shares345

Event2026-06-30

Filed2026-07-24

QGRW

WISDOMTREE TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

-1.14%

Shares779

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ETF TR

18.76%

Shares8.6K

Event2026-06-30

Filed2026-07-24

IYM

ISHARES TR

0.27%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

-1.02%

Shares9.2K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.26%

Shares13.2K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

-2.09%

Shares4.2K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-7.08%

Shares2.5K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

19.03%

Shares538

Event2026-06-30

Filed2026-07-24

ICLR

ICON PUB LTD CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

MGNI

MAGNITE INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-24

RMBS

RAMBUS INC DEL

New

Shares2.8K

Event2026-06-30

Filed2026-07-24

GIGB

GOLDMAN SACHS ETF TR

2.16%

Shares8.0K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

11.81%

Shares710

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

37.87%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

-35.29%

Shares2.1K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

QRVO

QORVO INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

DYCOM INDS INC

-0.74%

Shares668

Event2026-06-30

Filed2026-07-24

VLUE

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

RPM

RPM INTL INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-22.65%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

16.73%

Shares872

Event2026-06-30

Filed2026-07-24

XSD

SPDR SERIES TRUST

New

Shares500

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

RELY

REMITLY GLOBAL INC

New

Shares13.7K

Event2026-06-30

Filed2026-07-24

MCO

MOODYS CORP

16.30%

Shares678

Event2026-06-30

Filed2026-07-24

NDSN

NORDSON CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

VFC

V F CORP

-3.22%

Shares18.2K

Event2026-06-30

Filed2026-07-24

PPL CORP

-0.41%

Shares8.2K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares704

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PHR

PHREESIA INC

-0.15%

Shares29.2K

Event2026-06-30

Filed2026-07-24

COKE

COCA COLA CONS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

TOYOTA MOTOR CORP

13.73%

Shares1.7K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

12.01%

Shares3.2K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

New

Shares820

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

10.19%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

1.97%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

2.44%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

25.75%

Shares293

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.00%

Shares727

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

-16.20%

Shares4.7K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

NCNO

NCINO INC

65.91%

Shares17.4K

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

20.12%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-56.06%

Shares949

Event2026-06-30

Filed2026-07-24

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

GEM

GOLDMAN SACHS ETF TR

-2.04%

Shares5.4K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

AT&T INC

33.64%

Shares13.4K

Event2026-06-30

Filed2026-07-24

TRGP

TARGA RES CORP

0.88%

Shares1.0K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AIG

AMERICAN INTL GROUP INC

16.24%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CFG

CITIZENS FINL GROUP INC

-6.02%

Shares3.9K

Event2026-06-30

Filed2026-07-24

ZSCALER INC

-23.51%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.8K

Event2026-06-30

Filed2026-07-24

GTIP

GOLDMAN SACHS ETF TR

4.66%

Shares5.6K

Event2026-06-30

Filed2026-07-24

LUMN

LUMEN TECHNOLOGIES INC

New

Shares35.4K

Event2026-06-30

Filed2026-07-24

VFH

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

17.91%

Shares3.7K

Event2026-06-30

Filed2026-07-24

OCFC

OCEANFIRST FINL CORP

New

Shares13.6K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

New

Shares115

Event2026-06-30

Filed2026-07-24

BKU

BANKUNITED INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BWXT

BWX TECHNOLOGIES INC

28.01%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

5.50%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GSEU

GOLDMAN SACHS ETF TR

1.47%

Shares5.2K

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares508

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

New

Shares257

Event2026-06-30

Filed2026-07-24

FISERV INC

-43.30%

Shares5.0K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

IXC

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

WISE GROUP PLC

New

Shares20.1K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

-8.37%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BOX INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-24

ASTS

AST SPACEMOBILE INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

ADOBE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

New

Shares371

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

New

Shares753

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC

2.57%

Shares1.3K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

-0.81%

Shares17.0K

Event2026-06-30

Filed2026-07-24

DOCU

DOCUSIGN INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-24

PINS

PINTEREST INC

New

Shares11.0K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

-6.90%

Shares1.0K

Event2026-06-30

Filed2026-07-24

NEXTDECADE CORP

New

Shares30.0K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

VGLT

VANGUARD SCOTTSDALE FDS

5.48%

Shares4.0K

Event2026-06-30

Filed2026-07-24

MSCI

MSCI INC

2.33%

Shares395

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares753

Event2026-06-30

Filed2026-07-24

TDY

TELEDYNE TECHNOLOGIES INC

-2.71%

Shares323

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

New

Shares600

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

New

Shares398

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

0.80%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

New

Shares800

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

New

Shares555

Event2026-06-30

Filed2026-07-24

AMERICAN AIRLINES GROUP INC

New

Shares11.0K

Event2026-06-30

Filed2026-07-24

ASC

ARDMORE SHIPPING CORP

New

Shares11.5K

Event2026-06-30

Filed2026-07-24

STLA

STELLANTIS N.V

118.63%

Shares26.8K

Event2026-06-30

Filed2026-07-24

OWL

BLUE OWL CAPITAL INC

42.12%

Shares17.0K

Event2026-06-30

Filed2026-07-24

MHD

BLACKROCK MUNIHOLDINGS FD IN

New

Shares12.0K

Event2026-06-30

Filed2026-07-24

SMR

NUSCALE PWR CORP

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-24

CION

CION INVT CORP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-24

CLF

CLEVELAND-CLIFFS INC NEW

New

Shares10.7K

Event2026-06-30

Filed2026-07-24

LYG

LLOYDS BANKING GROUP PLC

New

Shares12.9K

Event2026-06-30

Filed2026-07-24

PPSI

PIONEER PWR SOLUTIONS INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-24

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-24

WIT

WIPRO LTD

94.32%

Shares27.4K

Event2026-06-30

Filed2026-07-24

SANG

SANGOMA TECHNOLOGIES CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

GETY

GETTY IMAGES HOLDINGS INC

New

Shares32.6K

Event2026-06-30

Filed2026-07-24

NPWR

NET POWER INC

0.12%

Shares16.4K

Event2026-06-30

Filed2026-07-24

GRML

GREENLAND MINES LTD

New

Shares104.6K

Event2026-06-30

Filed2026-07-24

SEED

ORIGIN AGRITECH LIMITED

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available