Sponsored

The Analysis of Key FInancial Inc's Holdings & P&L

Currently, Key FInancial Inc holds 1356 types of securities in its portfolio with a total value $610.6M. In the most recent quarter, they have increased their positions in DMBS (+76.6K shares, valued at $3.8M), IWF (+30.3K shares, valued at $3.8M), N/A (+25.3K shares, valued at $3.5M); decreased their positions in CAT (-2.0K shares, valued at $2.1M), N/A (-4.4K shares, valued at $1.4M), N/A (-15.0K shares, valued at $1.1M); initiated new positions in DMBS (+76.6K shares, valued at $3.8M), N/A (+2.7K shares, valued at $220.1K), FEGE (+4.3K shares, valued at $211.8K).

1M P&L

-2.9M-0.55%

3M P&L

+10.6M+2.03%

HY P&L

+12.7M+2.44%

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/A374.0M

70.3%

2Consumer Electronics30.2M

5.7%

3Drug Manufacturers - General13.8M

2.6%

Top Industries by Stock Count

1N/A507 stocks

41.0%

2Banks - Regional32 stocks

2.6%

3Software - Application28 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC102.8K shares-0.66%2026-06-302026-07-24

WISDOMTREE TR WISDOMTREE TR306.3K shares-4.67%2026-06-302026-07-24

DNL WISDOMTREE TR452.3K shares-2.28%2026-06-302026-07-24

EES WISDOMTREE TR294.0K shares2.06%2026-06-302026-07-24

SLYV SPDR SERIES TRUST180.7K shares-1.26%2026-06-302026-07-24

GOVT ISHARES TR861.3K shares11.38%2026-06-302026-07-24

BUFR FIRST TR EXCHNG TRADED FD VI402.5K shares-1.93%2026-06-302026-07-24

EFG ISHARES TR100.2K shares11.35%2026-06-302026-07-24

Sponsored

MSFT MICROSOFT CORP28.9K shares0.83%2026-06-302026-07-24

FICS FIRST TR EXCHANGE TRADED FD248.6K shares-0.44%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP72.7K shares53.47%2026-06-302026-07-24

SLYG SPDR SERIES TRUST80.3K shares-3.37%2026-06-302026-07-24

DLN WISDOMTREE TR96.0K shares0.50%2026-06-302026-07-24

SPYV SPDR SERIES TRUST152.1K shares0.05%2026-06-302026-07-24

SPYG SPDR SERIES TRUST75.5K shares-8.54%2026-06-302026-07-24

JIG J P MORGAN EXCHANGE TRADED F102.9K shares0.99%2026-06-302026-07-24

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD367.6K shares7.47%2026-06-302026-07-24

BROADCOM INC BROADCOM INC19.4K shares-5.07%2026-06-302026-07-24

FPEI FIRST TR EXCH TRADED FD III368.3K shares-6.90%2026-06-302026-07-24

BSMQ INVESCO EXCH TRD SLF IDX FD292.8K shares51.21%2026-06-302026-07-24

NVDA NVIDIA CORPORATION32.9K shares-2.20%2026-06-302026-07-24

SPTI SPDR SERIES TRUST229.1K shares-3.64%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON25.1K shares-2.97%2026-06-302026-07-24

DES WISDOMTREE TR155.4K shares-2.07%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC26.3K shares-4.70%2026-06-302026-07-24

GOOGL ALPHABET INC17.1K shares-1.48%2026-06-302026-07-24

SPTS SPDR SERIES TRUST208.1K shares-0.17%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.7K shares-19.91%2026-06-302026-07-24

EFV ISHARES TR67.1K shares14.53%2026-06-302026-07-24

IWF ISHARES TR40.7K shares290.75%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS97.5K shares0.38%2026-06-302026-07-24

EFAD PROSHARES TR109.7K shares18.36%2026-06-302026-07-24

Sponsored

DWM WISDOMTREE TR62.7K shares-1.70%2026-06-302026-07-24

QGRO AMERICAN CENTY ETF TR37.0K shares27.85%2026-06-302026-07-24

ABBVIE INC ABBVIE INC16.4K shares-0.72%2026-06-302026-07-24

DMBS DOUBLELINE ETF TRUST76.6K sharesnew addition2026-06-302026-07-24

IVW ISHARES TR25.5K shares-0.15%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD154.4K shares-12.96%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F58.6K shares129.09%2026-06-302026-07-24

MRK MERCK & CO INC22.7K shares-10.06%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR3.9K shares0.03%2026-06-302026-07-24

GOOG ALPHABET INC8.1K shares6.03%2026-06-302026-07-24

CI THE CIGNA GROUP10.4K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS33.1K shares498.30%2026-06-302026-07-24

BSMS INVESCO EXCH TRD SLF IDX FD110.6K shares-24.62%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares0.75%2026-06-302026-07-24

ISCG ISHARES TR36.3K shares-0.58%2026-06-302026-07-24

STBA S & T BANCORP INC48.2K shares-3.75%2026-06-302026-07-24

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD114.4K shares-16.22%2026-06-302026-07-24

VOO VANGUARD INDEX FDS3.3K shares0.90%2026-06-302026-07-24

MCD MCDONALDS CORP8.0K shares-0.93%2026-06-302026-07-24

PG PROCTER & GAMBLE CO14.3K shares-12.01%2026-06-302026-07-24

ORACLE CORP ORACLE CORP14.2K shares0.12%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC17.8K shares-9.77%2026-06-302026-07-24

VTV VANGUARD INDEX FDS9.4K shares0.00%2026-06-302026-07-24

ILCG ISHARES TR16.7K shares10.99%2026-06-302026-07-24

Sponsored

SPMD SPDR SERIES TRUST28.6K shares-3.21%2026-06-302026-07-24

VGT VANGUARD WORLD FD16.0K shares700.00%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN8.5K shares-21.33%2026-06-302026-07-24

QQQ INVESCO QQQ TR2.5K shares-0.90%2026-06-302026-07-24

BSMT INVESCO EXCH TRD SLF IDX FD79.7K shares-28.05%2026-06-302026-07-24

IWD ISHARES TR7.5K shares-1.96%2026-06-302026-07-24

BSMU INVESCO EXCH TRD SLF IDX FD81.1K shares-28.77%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES18.6K shares-1.44%2026-06-302026-07-24

BSCS INVESCO EXCH TRD SLF IDX FD81.9K shares-22.22%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.2K shares0.14%2026-06-302026-07-24

DTD WISDOMTREE TR17.6K shares4.15%2026-06-302026-07-24

HELO J P MORGAN EXCHANGE TRADED F24.2K shares58.25%2026-06-302026-07-24

GE GE AEROSPACE4.4K shares8.96%2026-06-302026-07-24

TSLA TESLA INC3.8K shares-3.75%2026-06-302026-07-24

VV VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-07-24

Sponsored

IWB ISHARES TR3.9K shares6.16%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T17.6K shares6.14%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS22.2K shares0.39%2026-06-302026-07-24

SPSM SPDR SERIES TRUST26.5K shares-0.30%2026-06-302026-07-24

BSMV INVESCO EXCH TRD SLF IDX FD71.9K shares-31.94%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-24

RWL INVESCO EXCH TRADED FD TR II11.5K shares31.26%2026-06-302026-07-24

MDYG SPDR SERIES TRUST13.1K shares-17.29%2026-06-302026-07-24

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD63.6K shares-1.21%2026-06-302026-07-24

CVX CHEVRON CORPORATION8.8K shares-10.22%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC12.3K shares-35.43%2026-06-302026-07-24

GLW CORNING INC5.7K shares0.00%2026-06-302026-07-24

ICVT ISHARES TR11.3K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS8.7K shares0.00%2026-06-302026-07-24

MPC MARATHON PETE CORP5.4K shares0.00%2026-06-302026-07-24

BSMW INVESCO EXCH TRD SLF IDX FD54.7K shares10.69%2026-06-302026-07-24

Sponsored

KO COCA COLA CO16.9K shares-22.55%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC2.4K shares-3.87%2026-06-302026-07-24

PEP PEPSICO INC9.9K shares-0.37%2026-06-302026-07-24

GEV GE VERNOVA INC1.1K shares9.69%2026-06-302026-07-24

PFE PFIZER INC52.4K shares-13.16%2026-06-302026-07-24

IWM ISHARES TR4.2K shares-2.83%2026-06-302026-07-24

IJT ISHARES TR6.9K shares0.00%2026-06-302026-07-24

TJX TJX COS INC NEW8.1K shares0.25%2026-06-302026-07-24

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.9K shares-0.87%2026-06-302026-07-24

PXF INVESCO EXCH TRADED FD TR II15.7K shares0.50%2026-06-302026-07-24

MERIDIAN CORP MERIDIAN CORP59.4K shares0.00%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS23.6K shares1.35%2026-06-302026-07-24

BSSX INVESCO EXCH TRD SLF IDX FD45.8K shares10.69%2026-06-302026-07-24

HD HOME DEPOT INC3.3K shares-1.95%2026-06-302026-07-24

MCO MOODYS CORP2.6K shares0.00%2026-06-302026-07-24

VBK VANGUARD INDEX FDS3.1K shares2.84%2026-06-302026-07-24

Sponsored

NSC NORFOLK SOUTHN CORP3.6K shares0.00%2026-06-302026-07-24

IEMG ISHARES INC13.6K shares-0.13%2026-06-302026-07-24

BX BLACKSTONE INC9.6K shares-4.77%2026-06-302026-07-24

DWX SPDR INDEX SHS FDS24.3K shares0.00%2026-06-302026-07-24

FULT FULTON FINL CORP PA44.8K shares0.00%2026-06-302026-07-24

IWP ISHARES TR7.1K shares-5.24%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION5.5K shares-3.51%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC24.4K shares-21.96%2026-06-302026-07-24

Sponsored

ILCV ISHARES TR10.2K shares7.19%2026-06-302026-07-24

ICOW PACER FDS TR23.9K shares0.00%2026-06-302026-07-24

CWB SPDR SERIES TRUST9.2K shares0.00%2026-06-302026-07-24

LLY ELI LILLY & CO824 shares1.23%2026-06-302026-07-24

VISA INC VISA INC2.9K shares-1.34%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F16.2K shares20.27%2026-06-302026-07-24

BKMC BNY MELLON ETF TRUST7.7K shares6.23%2026-06-302026-07-24

IJR ISHARES TR6.4K shares2.51%2026-06-302026-07-24

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST10.7K shares1.49%2026-06-302026-07-24

BSJR INVESCO EXCH TRD SLF IDX FD41.1K shares0.96%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST16.6K shares-4.13%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION969 shares16.19%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR28.6K shares0.08%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR17.5K shares13.41%2026-06-302026-07-24

BSMY INVESCO EXCH TRD SLF IDX FD35.6K shares12.74%2026-06-302026-07-24

BSMZ INVESCO EXCH TRD SLF IDX FD33.9K shares10.94%2026-06-302026-07-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.1K shares-2.41%2026-06-302026-07-24

ISCV ISHARES TR11.0K shares-0.17%2026-06-302026-07-24

IJH ISHARES TR10.8K shares-0.92%2026-06-302026-07-24

WTRG ESSENTIAL UTILS INC21.6K shares-14.15%2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP3.3K shares-0.21%2026-06-302026-07-24

TOL TOLL BROTHERS INC4.9K shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares-1.13%2026-06-302026-07-24

RWJ INVESCO EXCH TRADED FD TR II13.2K shares-6.59%2026-06-302026-07-24

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC4.2K shares-0.88%2026-06-302026-07-24

REGL PROSHARES TR8.5K shares-2.57%2026-06-302026-07-24

JSML JANUS DETROIT STR TR8.3K shares27.20%2026-06-302026-07-24

ISHARES TR ISHARES TR8.0K shares0.34%2026-06-302026-07-24

HSY HERSHEY CO4.4K shares0.00%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC13.1K shares0.03%2026-06-302026-07-24

IVE ISHARES TR3.3K shares-1.32%2026-06-302026-07-24

INTC INTEL CORP5.4K shares1.90%2026-06-302026-07-24

Sponsored

META PLATFORMS INC META PLATFORMS INC1.3K shares-6.66%2026-06-302026-07-24

CAT CATERPILLAR INC688 shares-74.41%2026-06-302026-07-24

CSPF COHEN & STEERS ETF TRUST27.7K shares50.87%2026-06-302026-07-24

BSCT INVESCO EXCH TRD SLF IDX FD38.8K shares-36.33%2026-06-302026-07-24

PXH INVESCO EXCH TRADED FD TR II25.7K shares255.17%2026-06-302026-07-24

CRM SALESFORCE INC4.5K shares-1.42%2026-06-302026-07-24

BAC BANK OF AMER CORP12.3K shares-35.01%2026-06-302026-07-24

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD31.5K shares11.24%2026-06-302026-07-24

Sponsored

VOE VANGUARD INDEX FDS3.4K shares-6.88%2026-06-302026-07-24

IWN ISHARES TR3.1K shares0.00%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR12.5K shares8.64%2026-06-302026-07-24

CALF PACER FDS TR12.9K shares0.00%2026-06-302026-07-24

RWR SPDR SERIES TRUST5.7K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC3.5K shares-0.20%2026-06-302026-07-24

MS MORGAN STANLEY3.0K shares-6.88%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC626 shares71.98%2026-06-302026-07-24

Sponsored

URI UNITED RENTALS INC553 shares0.00%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F11.0K shares15.05%2026-06-302026-07-24

C CITIGROUP INC4.4K shares7.67%2026-06-302026-07-24

IJK ISHARES TR5.3K shares-12.08%2026-06-302026-07-24

SDY SPDR SERIES TRUST4.0K shares0.00%2026-06-302026-07-24

WMT WALMART INC5.4K shares-1.97%2026-06-302026-07-24

IJS ISHARES TR4.4K shares-1.20%2026-06-302026-07-24

DIS DISNEY WALT CO6.3K shares-1.57%2026-06-302026-07-24

Sponsored

VB VANGUARD INDEX FDS2.0K shares0.25%2026-06-302026-07-24

EFA ISHARES TR5.7K shares0.00%2026-06-302026-07-24

IWO ISHARES TR1.5K shares0.00%2026-06-302026-07-24

MAR MARRIOTT INTL INC NEW1.6K shares-9.68%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC762 shares0.00%2026-06-302026-07-24

YUM YUM BRANDS INC3.6K shares0.00%2026-06-302026-07-24

EEM ISHARES TR8.3K shares-4.42%2026-06-302026-07-24

QQQE DIREXION SHARES ETF TRUST4.6K shares0.00%2026-06-302026-07-24

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC8.2K shares-22.16%2026-06-302026-07-24

AMGN AMGEN INC1.5K shares-1.17%2026-06-302026-07-24

GILD GILEAD SCIENCES INC4.3K shares0.21%2026-06-302026-07-24

BSJT INVESCO EXCH TRD SLF IDX FD25.4K shares18.66%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-4.05%2026-06-302026-07-24

QUAL ISHARES TR2.4K shares0.00%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F10.2K shares-28.04%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC4.7K shares-6.58%2026-06-302026-07-24

Sponsored

ESML ISHARES TR9.2K shares-8.27%2026-06-302026-07-24

ETN EATON CORP PLC1.2K shares-7.45%2026-06-302026-07-24

DEM WISDOMTREE TR9.3K shares-0.49%2026-06-302026-07-24

XSOE WISDOMTREE TR10.1K shares13.55%2026-06-302026-07-24

VXUS VANGUARD STAR FDS5.7K shares3.79%2026-06-302026-07-24

SONY SONY GROUP CORP24.3K shares-2.42%2026-06-302026-07-24

3M CO 3M CO3.0K shares0.03%2026-06-302026-07-24

UNP UNION PAC CORP1.8K shares-2.09%2026-06-302026-07-24

Sponsored

IYW ISHARES TR1.9K shares-1.11%2026-06-302026-07-24

IQDG WISDOMTREE TR10.8K shares-0.27%2026-06-302026-07-24

GWX SPDR INDEX SHS FDS10.6K shares0.00%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC960 shares-9.52%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO7.9K shares0.00%2026-06-302026-07-24

AFL AFLAC INC3.9K shares0.00%2026-06-302026-07-24

DGRO ISHARES TR6.0K shares9.51%2026-06-302026-07-24

IUSG ISHARES TR2.4K shares0.00%2026-06-302026-07-24

Sponsored

VIS VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO1.3K shares-3.40%2026-06-302026-07-24

FELG FIDELITY COVINGTON TRUST10.1K shares-57.70%2026-06-302026-07-24

BA BOEING CO2.0K shares123.49%2026-06-302026-07-24

FI FISERV INC8.8K shares0.00%2026-06-302026-07-24

T AT&T INC20.7K shares-35.08%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC866 shares0.00%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP5.3K shares0.80%2026-06-302026-07-24

Sponsored

MU MICRON TECHNOLOGY INC356 shares0.00%2026-06-302026-07-24

SPGM SPDR INDEX SHS FDS4.8K shares4.07%2026-06-302026-07-24

NVS NOVARTIS AG2.6K shares-2.52%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2026-06-302026-07-24

WTAI WISDOMTREE TR8.5K shares-9.51%2026-06-302026-07-24

CWI SPDR INDEX SHS FDS9.8K shares0.00%2026-06-302026-07-24

SBUX STARBUCKS CORP3.9K shares16.31%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR2.5K shares15.37%2026-06-302026-07-24

Sponsored

EFAX SPDR INDEX SHS FDS7.2K shares0.00%2026-06-302026-07-24

STT STATE STR CORP2.3K shares0.00%2026-06-302026-07-24

DON WISDOMTREE TR6.8K shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS4.8K shares-0.33%2026-06-302026-07-24

LRCX LAM RESEARCH CORP860 shares-14.94%2026-06-302026-07-24

KLAC KLA CORP1.2K shares900.00%2026-06-302026-07-24

VCR VANGUARD WORLD FD913 shares0.00%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC715 shares-7.14%2026-06-302026-07-24

Sponsored

EXC EXELON CORP7.7K shares-0.27%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP693 shares-53.58%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR12.7K shares-35.04%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD3.1K shares-12.85%2026-06-302026-07-24

CVS CVS HEALTH CORP3.3K shares-1.86%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS3.5K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC1.5K shares-7.34%2026-06-302026-07-24

Sponsored

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.2K shares0.00%2026-06-302026-07-24

MGK VANGUARD WORLD FD3.8K shares400.00%2026-06-302026-07-24

IXN ISHARES TR2.3K shares-5.21%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR3.1K shares-12.52%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.3K shares0.31%2026-06-302026-07-24

COR CENCORA INC1.1K shares0.00%2026-06-302026-07-24

SPHY SPDR SERIES TRUST13.6K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.4.4K shares4.50%2026-06-302026-07-24

Sponsored

ITOT ISHARES TR1.9K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS1.3K shares-1.52%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC434 shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC4.3K shares33.14%2026-06-302026-07-24

MTUM ISHARES TR892 shares0.00%2026-06-302026-07-24

BE BLOOM ENERGY CORP1.0K shares0.00%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST4.2K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS3.6K shares283.51%2026-06-302026-07-24

Sponsored

AMT AMERICAN TOWER CORP1.8K shares0.00%2026-06-302026-07-24

DIVB ISHARES TR4.7K shares0.00%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND553 shares0.00%2026-06-302026-07-24

SCZ ISHARES TR3.5K shares0.00%2026-06-302026-07-24

IQLT ISHARES TR5.8K shares0.00%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT2.3K shares0.00%2026-06-302026-07-24

IDCC INTERDIGITAL INC1.0K shares-77.81%2026-06-302026-07-24

WELL WELLTOWER INC1.2K shares0.73%2026-06-302026-07-24

Sponsored

IWS ISHARES TR1.7K shares-13.48%2026-06-302026-07-24

BKIE BNY MELLON ETF TRUST2.8K shares309.88%2026-06-302026-07-24

SPYX SPDR SERIES TRUST4.5K shares0.00%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR5.2K shares0.00%2026-06-302026-07-24

PAYX PAYCHEX INC2.8K shares0.00%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC927 shares0.00%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR3.4K shares57.29%2026-06-302026-07-24

Sponsored

BLK BLACKROCK INC270 shares-50.55%2026-06-302026-07-24

GLD SPDR GOLD TR700 shares-27.46%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-06-302026-07-24

VOT VANGUARD INDEX FDS823 shares-10.83%2026-06-302026-07-24

VONV VANGUARD SCOTTSDALE FDS2.4K shares0.00%2026-06-302026-07-24

PWB INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-06-302026-07-24

APH AMPHENOL CORP1.4K shares0.00%2026-06-302026-07-24

IUSV ISHARES TR2.2K shares0.00%2026-06-302026-07-24

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD14.5K shares-70.90%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-06-302026-07-24

AIVL WISDOMTREE TR1.8K shares0.05%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS4.8K shares0.00%2026-06-302026-07-24

MUNI PIMCO ETF TR4.6K shares0.00%2026-06-302026-07-24

CSX CSX CORP5.0K shares-1.18%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC888 shares0.00%2026-06-302026-07-24

NULV NUSHARES ETF TR4.7K shares0.00%2026-06-302026-07-24

Sponsored

EMR EMERSON ELEC CO1.6K shares1.39%2026-06-302026-07-24

ECL ECOLAB INC793 shares-9.16%2026-06-302026-07-24

PHM PULTE GROUP INC1.6K shares0.00%2026-06-302026-07-24

THOMSON REUTERS CORP THOMSON REUTERS CORP2.7K sharesnew addition2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC2.5K shares0.00%2026-06-302026-07-24

LQD ISHARES TR2.0K shares-2.10%2026-06-302026-07-24

ELV ELEVANCE HEALTH INC FORMERLY562 shares0.00%2026-06-302026-07-24

FMHI FIRST TR EXCH TRADED FD III4.4K shares0.00%2026-06-302026-07-24

Sponsored

FEGE RBB FUND TRUST4.3K sharesnew addition2026-06-302026-07-24

BSJU INVESCO EXCH TRD SLF IDX FD8.2K shares0.00%2026-06-302026-07-24

PWV INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40296 shares0.00%2026-06-302026-07-24

MCK MCKESSON CORP273 shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR2.1K shares-35.10%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR1.9K shares0.00%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR5.5K shares8.94%2026-06-302026-07-24

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR4.5K shares0.00%2026-06-302026-07-24

FELV FIDELITY COVINGTON TRUST5.1K shares0.00%2026-06-302026-07-24

ALL ALLSTATE CORP851 shares1.55%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC462 shares0.00%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC487 shares0.00%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC1.4K shares0.00%2026-06-302026-07-24

VPL VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-06-302026-07-24

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

Sponsored

BOND PIMCO ETF TR2.1K sharesnew addition2026-06-302026-07-24

WFC WELLS FARGO & CO2.3K shares21.54%2026-06-302026-07-24

ANET ARISTA NETWORKS INC1.1K shares0.00%2026-06-302026-07-24

CARR CARRIER GLOBAL CORPORATION2.6K shares-1.19%2026-06-302026-07-24

AZO AUTOZONE INC59 shares-14.49%2026-06-302026-07-24

CGGE CAPITAL GROUP GLOBAL EQUITY5.3K sharesnew addition2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR5.2K shares0.00%2026-06-302026-07-24

WDIV SPDR INDEX SHS FDS2.3K shares0.00%2026-06-302026-07-24

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT5.4K shares33.11%2026-06-302026-07-24

DGRW WISDOMTREE TR1.9K shares13.95%2026-06-302026-07-24

NVO NOVO-NORDISK A S3.9K shares0.00%2026-06-302026-07-24

XBI SPDR SERIES TRUST1.2K shares0.00%2026-06-302026-07-24

HPE HEWLETT PACKARD ENTERPRISE C4.0K shares0.00%2026-06-302026-07-24

IWV ISHARES TR425 shares0.00%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP894 shares-10.06%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC426 shares-3.18%2026-06-302026-07-24

Sponsored

IJJ ISHARES TR1.2K shares-13.14%2026-06-302026-07-24

USMV ISHARES TR1.8K shares18.26%2026-06-302026-07-24

ISCB ISHARES TR2.3K shares28.32%2026-06-302026-07-24

PFF ISHARES TR5.7K shares0.02%2026-06-302026-07-24

BSCV INVESCO EXCH TRD SLF IDX FD10.6K shares3.41%2026-06-302026-07-24

MOAT VANECK ETF TRUST1.7K shares2.09%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR901 shares44.86%2026-06-302026-07-24

TXN TEXAS INSTRS INC573 shares0.00%2026-06-302026-07-24

Sponsored

BWFG BANKWELL FINL GROUP INC2.9K shares0.00%2026-06-302026-07-24

QDF FLEXSHARES TR1.9K shares0.00%2026-06-302026-07-24

RSPN INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-06-302026-07-24

BSJV INVESCO EXCH TRD SLF IDX FD6.4K shares0.00%2026-06-302026-07-24

DEW WISDOMTREE TR2.4K shares0.00%2026-06-302026-07-24

LIN LINDE PLC321 shares0.00%2026-06-302026-07-24

PRU PRUDENTIAL FINL INC1.5K shares-10.56%2026-06-302026-07-24

SNEX STONEX GROUP INC1.4K shares-0.14%2026-06-302026-07-24

Sponsored

IWY ISHARES TR564 shares0.00%2026-06-302026-07-24

IWR ISHARES TR1.5K shares0.00%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC900 shares2400.00%2026-06-302026-07-24

EUSB ISHARES TR3.6K shares36.98%2026-06-302026-07-24

ODFL OLD DOMINION FREIGHT LINE IN728 shares0.00%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L4.3K shares0.00%2026-06-302026-07-24

CORTEVA INC CORTEVA INC1.9K shares-1.12%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2026-06-302026-07-24

Sponsored

MRVL MARVELL TECHNOLOGY INC519 shares1.96%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR1.3K shares-0.90%2026-06-302026-07-24

BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.00%2026-06-302026-07-24

TROW PRICE T ROWE GROUP INC1.3K shares-1.39%2026-06-302026-07-24

DE DEERE & CO240 shares0.00%2026-06-302026-07-24

BKEM BNY MELLON ETF TRUST1.6K shares0.00%2026-06-302026-07-24

SYK STRYKER CORPORATION478 shares-44.16%2026-06-302026-07-24

BKR BAKER HUGHES COMPANY2.7K shares0.00%2026-06-302026-07-24

Sponsored

XYL XYLEM INC1.3K shares0.00%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP418 shares-3.02%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR5.1K shares0.00%2026-06-302026-07-24

IWX ISHARES TR1.4K shares0.00%2026-06-302026-07-24

USPX FRANKLIN TEMPLETON ETF TR2.2K shares0.00%2026-06-302026-07-24

AJG GALLAGHER ARTHUR J & CO631 shares0.00%2026-06-302026-07-24

OC OWENS CORNING NEW908 shares0.00%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC290 shares0.00%2026-06-302026-07-24

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC636 sharesnew addition2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II466 shares0.00%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC636 sharesnew addition2026-06-302026-07-24

ET ENERGY TRANSFER L P7.4K shares176.18%2026-06-302026-07-24

SOXX ISHARES TR217 shares0.00%2026-06-302026-07-24

AGO ASSURED GUARANTY LTD1.7K shares0.00%2026-06-302026-07-24

HYS PIMCO ETF TR1.5K shares0.00%2026-06-302026-07-24

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

Sponsored

RSP INVESCO EXCHANGE TRADED FD T636 shares0.00%2026-06-302026-07-24

DVY ISHARES TR857 shares0.00%2026-06-302026-07-24

CMCSA COMCAST CORP NEW5.5K shares2.00%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD1.6K shares13.04%2026-06-302026-07-24

OKE ONEOK INC NEW1.5K shares15.00%2026-06-302026-07-24

IBMQ ISHARES TR5.2K sharesnew addition2026-06-302026-07-24

PPL CORP PPL CORP3.6K shares0.00%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS210 shares0.00%2026-06-302026-07-24

Sponsored

FXF INVESCO CURRENCYSHARES SWISS1.2K shares0.00%2026-06-302026-07-24

GAL SSGA ACTIVE ETF TR2.5K shares26.70%2026-06-302026-07-24

VHT VANGUARD WORLD FD431 shares0.00%2026-06-302026-07-24

IBMP ISHARES TR5.0K sharesnew addition2026-06-302026-07-24

FAST FASTENAL CO2.6K shares0.00%2026-06-302026-07-24

IYH ISHARES TR1.9K shares0.21%2026-06-302026-07-24

ROST ROSS STORES INC585 shares0.00%2026-06-302026-07-24

IUSB ISHARES TR2.7K shares-3.22%2026-06-302026-07-24

Sponsored

DFNL DAVIS FUNDAMENTAL ETF TR2.5K shares0.00%2026-06-302026-07-24

TMFG RBB FD INC4.0K shares0.00%2026-06-302026-07-24

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR2.2K shares102.17%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW1.2K shares0.00%2026-06-302026-07-24

F FORD MTR CO8.5K shares0.00%2026-06-302026-07-24

DTCR GLOBAL X FDS3.9K shares0.00%2026-06-302026-07-24

RSPM INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-06-302026-07-24

Sponsored

TIP ISHARES TR1.1K shares0.00%2026-06-302026-07-24

XLG INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2026-06-302026-07-24

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC967 shares0.42%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL513 shares0.00%2026-06-302026-07-24

BP BP PLC3.1K shares-8.14%2026-06-302026-07-24

LNG CHENIERE ENERGY INC469 shares0.21%2026-06-302026-07-24

FXE INVESCO CURRENCYSHARES EURO1.1K shares0.00%2026-06-302026-07-24

CIBR FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-06-302026-07-24

Sponsored

USB US BANCORP1.8K shares0.00%2026-06-302026-07-24

AXSM AXSOME THERAPEUTICS INC.450 shares0.00%2026-06-302026-07-24

EMF TEMPLETON EMERGING MKTS FD4.7K shares0.00%2026-06-302026-07-24

TGTX TG THERAPEUTICS INC2.0K shares0.00%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW857 shares-2.17%2026-06-302026-07-24

IBTL ISHARES TR5.4K sharesnew addition2026-06-302026-07-24

IBTK ISHARES TR5.5K sharesnew addition2026-06-302026-07-24

IBTH ISHARES TR4.8K sharesnew addition2026-06-302026-07-24

Sponsored

IBTI ISHARES TR4.9K sharesnew addition2026-06-302026-07-24

IBTJ ISHARES TR5.0K sharesnew addition2026-06-302026-07-24

LDOS LEIDOS HOLDINGS INC1.0K shares-8.76%2026-06-302026-07-24

ADI ANALOG DEVICES INC269 shares1.13%2026-06-302026-07-24

CEW WISDOMTREE TR5.5K shares-5.21%2026-06-302026-07-24

VVV VALVOLINE INC2.7K shares0.00%2026-06-302026-07-24

PNFP PINNACLE FINL PARTNERS INC1.0K shares0.00%2026-06-302026-07-24

BGC BGC GROUP INC9.7K sharesnew addition2026-06-302026-07-24

Sponsored

PSX PHILLIPS 66615 shares-3.00%2026-06-302026-07-24

ESGU ISHARES TR632 shares0.00%2026-06-302026-07-24

ARTNA ARTESIAN RES CORP3.0K shares0.00%2026-06-302026-07-24

GIS GENERAL MILLS INC3.0K shares-61.04%2026-06-302026-07-24

STE STERIS PLC485 shares0.00%2026-06-302026-07-24

BBIN J P MORGAN EXCHANGE TRADED F1.3K shares1.40%2026-06-302026-07-24

VIOO VANGUARD ADMIRAL FDS INC737 shares0.00%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS791 shares0.00%2026-06-302026-07-24

Sponsored

GUNR FLEXSHARES TR2.0K shares0.00%2026-06-302026-07-24

FYC FIRST TR EXCHANGE-TRADED ALP785 shares0.00%2026-06-302026-07-24

SPAB SPDR SERIES TRUST3.9K shares0.00%2026-06-302026-07-24

SYY SYSCO CORP1.2K shares0.00%2026-06-302026-07-24

IBMO ISHARES TR3.8K sharesnew addition2026-06-302026-07-24

EW EDWARDS LIFESCIENCES CORP1.1K shares-44.19%2026-06-302026-07-24

ESGD ISHARES TR937 shares0.00%2026-06-302026-07-24

IEUR ISHARES TR1.3K shares0.00%2026-06-302026-07-24

Sponsored

SLV ISHARES SILVER TR1.8K shares0.00%2026-06-302026-07-24

VFH VANGUARD WORLD FD715 shares0.00%2026-06-302026-07-24

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD978 shares104.60%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F1.0K shares-12.15%2026-06-302026-07-24

GM GENERAL MTRS CO1.2K shares0.00%2026-06-302026-07-24

XLB SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-07-24

EWY ISHARES INC451 shares0.00%2026-06-302026-07-24

VTRS VIATRIS INC5.7K shares0.00%2026-06-302026-07-24

Sponsored

VOYA VOYA FINANCIAL INC999 shares0.00%2026-06-302026-07-24

ENB ENBRIDGE INC1.6K shares0.00%2026-06-302026-07-24

AXON AXON ENTERPRISE INC159 shares0.00%2026-06-302026-07-24

USHY ISHARES TR2.4K shares-9.89%2026-06-302026-07-24

FRESHPET INC FRESHPET INC1.5K shares0.00%2026-06-302026-07-24

BTT BLACKROCK MUN TARGET TERM TR3.9K shares0.00%2026-06-302026-07-24

BIIB BIOGEN INC406 shares0.00%2026-06-302026-07-24

ITA ISHARES TR360 shares0.00%2026-06-302026-07-24

Sponsored

HYXF ISHARES TR1.9K shares9.47%2026-06-302026-07-24

VLO VALERO ENERGY CORP333 shares0.00%2026-06-302026-07-24

TMFM RBB FD INC4.0K shares0.00%2026-06-302026-07-24

CHRW C H ROBINSON WORLDWIDE IN450 shares0.00%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR456 shares67.65%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR2.5K shares170.90%2026-06-302026-07-24

UBSI UNITED BANKSHARES INC WEST V1.8K shares0.00%2026-06-302026-07-24

CF CF INDUSTRIES HOLD773 shares-3.62%2026-06-302026-07-24

Sponsored

SBS COMPANHIA DE SANEAMENTO BASI14.3K shares-56.36%2026-06-302026-07-24

MBND SSGA ACTIVE TR3.0K shares0.00%2026-06-302026-07-24

MMC MARSH & MCLENNAN COS INC493 shares0.00%2026-06-302026-07-24

TBLU TORTOISE CAPITAL SERIES TRUS1.6K shares0.00%2026-06-302026-07-24

EXPD EXPEDITORS INTL WASH INC493 shares0.00%2026-06-302026-07-24

HDV ISHARES TR2.9K shares400.00%2026-06-302026-07-24

LIT GLOBAL X FDS1.0K shares0.00%2026-06-302026-07-24

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS644 shares1.58%2026-06-302026-07-24

Sponsored

ADM ARCHER DANIELS MIDLAND CO1.0K shares0.00%2026-06-302026-07-24

HPQ HP INC3.5K shares-0.63%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP691 shares0.00%2026-06-302026-07-24

ASML ASML HLDG NV38 shares-41.54%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR1.1K shares0.00%2026-06-302026-07-24

Q QNITY ELECTRONICS INC458 shares-7.47%2026-06-302026-07-24

PCAR PACCAR INC615 shares0.16%2026-06-302026-07-24

XMMO INVESCO EXCHANGE TRADED FD T430 shares0.00%2026-06-302026-07-24

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.800 shares0.00%2026-06-302026-07-24

IAU ISHARES GOLD TR966 shares0.00%2026-06-302026-07-24

SHEL SHELL PLC941 shares59.76%2026-06-302026-07-24

GEHC GE HEALTHCARE TECHNOLOGIES I1.1K shares11.01%2026-06-302026-07-24

SUN SUNOCO LP/SUNOCO FIN CORP1.0K shares1.37%2026-06-302026-07-24

FTNT FORTINET INC450 shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR2.3K shares136.69%2026-06-302026-07-24

LRN STRIDE INC800 shares0.00%2026-06-302026-07-24

Sponsored

VOX VANGUARD WORLD FD374 shares0.00%2026-06-302026-07-24

SKYY FIRST TR EXCHANGE-TRADED FD508 shares0.00%2026-06-302026-07-24

VDE VANGUARD WORLD FD455 shares0.00%2026-06-302026-07-24

VRSK VERISK ANALYTICS INC376 shares0.00%2026-06-302026-07-24

NVT NVENT ELEC PLC397 shares0.00%2026-06-302026-07-24

TM TOYOTA MOTOR CORP399 shares60.89%2026-06-302026-07-24

SPG SIMON PPTY GROUP INC NEW300 shares0.00%2026-06-302026-07-24

NEM NEWMONT CORP714 shares4.69%2026-06-302026-07-24

Sponsored

VXF VANGUARD INDEX FDS270 shares-0.74%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC608 shares-25.31%2026-06-302026-07-24

WSFS WSFS FINL CORP851 shares0.00%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC241 shares-10.74%2026-06-302026-07-24

LRGF ISHARES TR860 shares0.00%2026-06-302026-07-24

ZOETIS INC ZOETIS INC899 shares-6.74%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO188 shares-24.19%2026-06-302026-07-24

BBSC J P MORGAN EXCHANGE TRADED F692 shares0.00%2026-06-302026-07-24

Sponsored

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP200 shares0.00%2026-06-302026-07-24

TMUS T-MOBILE US INC378 shares0.00%2026-06-302026-07-24

KGC KINROSS GOLD CORP2.7K shares0.00%2026-06-302026-07-24

PAYC PAYCOM SOFTWARE INC500 shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

-0.66%

Shares102.8K

Event2026-06-30

Filed2026-07-24

WISDOMTREE TR

-4.67%

Shares306.3K

Event2026-06-30

Filed2026-07-24

DNL

WISDOMTREE TR

-2.28%

Shares452.3K

Event2026-06-30

Filed2026-07-24

EES

WISDOMTREE TR

2.06%

Shares294.0K

Event2026-06-30

Filed2026-07-24

SLYV

SPDR SERIES TRUST

-1.26%

Shares180.7K

Event2026-06-30

Filed2026-07-24

GOVT

ISHARES TR

11.38%

Shares861.3K

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.93%

Shares402.5K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

11.35%

Shares100.2K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.83%

Shares28.9K

Event2026-06-30

Filed2026-07-24

FICS

FIRST TR EXCHANGE TRADED FD

-0.44%

Shares248.6K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

53.47%

Shares72.7K

Event2026-06-30

Filed2026-07-24

SLYG

SPDR SERIES TRUST

-3.37%

Shares80.3K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

0.50%

Shares96.0K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

0.05%

Shares152.1K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-8.54%

Shares75.5K

Event2026-06-30

Filed2026-07-24

JIG

J P MORGAN EXCHANGE TRADED F

0.99%

Shares102.9K

Event2026-06-30

Filed2026-07-24

BSMR

INVESCO EXCH TRD SLF IDX FD

7.47%

Shares367.6K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-5.07%

Shares19.4K

Event2026-06-30

Filed2026-07-24

FPEI

FIRST TR EXCH TRADED FD III

-6.90%

Shares368.3K

Event2026-06-30

Filed2026-07-24

BSMQ

INVESCO EXCH TRD SLF IDX FD

51.21%

Shares292.8K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

-2.20%

Shares32.9K

Event2026-06-30

Filed2026-07-24

SPTI

SPDR SERIES TRUST

-3.64%

Shares229.1K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-2.97%

Shares25.1K

Event2026-06-30

Filed2026-07-24

DES

WISDOMTREE TR

-2.07%

Shares155.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-4.70%

Shares26.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-1.48%

Shares17.1K

Event2026-06-30

Filed2026-07-24

SPTS

SPDR SERIES TRUST

-0.17%

Shares208.1K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-19.91%

Shares17.7K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

14.53%

Shares67.1K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

290.75%

Shares40.7K

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

0.38%

Shares97.5K

Event2026-06-30

Filed2026-07-24

EFAD

PROSHARES TR

18.36%

Shares109.7K

Event2026-06-30

Filed2026-07-24

DWM

WISDOMTREE TR

-1.70%

Shares62.7K

Event2026-06-30

Filed2026-07-24

QGRO

AMERICAN CENTY ETF TR

27.85%

Shares37.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-0.72%

Shares16.4K

Event2026-06-30

Filed2026-07-24

DMBS

DOUBLELINE ETF TRUST

New

Shares76.6K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-0.15%

Shares25.5K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

-12.96%

Shares154.4K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

129.09%

Shares58.6K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-10.06%

Shares22.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

6.03%

Shares8.1K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

498.30%

Shares33.1K

Event2026-06-30

Filed2026-07-24

BSMS

INVESCO EXCH TRD SLF IDX FD

-24.62%

Shares110.6K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.75%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ISCG

ISHARES TR

-0.58%

Shares36.3K

Event2026-06-30

Filed2026-07-24

STBA

S & T BANCORP INC

-3.75%

Shares48.2K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

-16.22%

Shares114.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

0.90%

Shares3.3K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-0.93%

Shares8.0K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-12.01%

Shares14.3K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.12%

Shares14.2K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-9.77%

Shares17.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

ILCG

ISHARES TR

10.99%

Shares16.7K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

-3.21%

Shares28.6K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

700.00%

Shares16.0K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

-21.33%

Shares8.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-0.90%

Shares2.5K

Event2026-06-30

Filed2026-07-24

BSMT

INVESCO EXCH TRD SLF IDX FD

-28.05%

Shares79.7K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-1.96%

Shares7.5K

Event2026-06-30

Filed2026-07-24

BSMU

INVESCO EXCH TRD SLF IDX FD

-28.77%

Shares81.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-1.44%

Shares18.6K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

-22.22%

Shares81.9K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-24

DTD

WISDOMTREE TR

4.15%

Shares17.6K

Event2026-06-30

Filed2026-07-24

HELO

J P MORGAN EXCHANGE TRADED F

58.25%

Shares24.2K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

8.96%

Shares4.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-3.75%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

6.16%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

6.14%

Shares17.6K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.39%

Shares22.2K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-0.30%

Shares26.5K

Event2026-06-30

Filed2026-07-24

BSMV

INVESCO EXCH TRD SLF IDX FD

-31.94%

Shares71.9K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-24

RWL

INVESCO EXCH TRADED FD TR II

31.26%

Shares11.5K

Event2026-06-30

Filed2026-07-24

MDYG

SPDR SERIES TRUST

-17.29%

Shares13.1K

Event2026-06-30

Filed2026-07-24

BSJQ

INVESCO EXCH TRD SLF IDX FD

-1.21%

Shares63.6K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-10.22%

Shares8.8K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-35.43%

Shares12.3K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

BSMW

INVESCO EXCH TRD SLF IDX FD

10.69%

Shares54.7K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

-22.55%

Shares16.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-3.87%

Shares2.4K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.37%

Shares9.9K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

9.69%

Shares1.1K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-13.16%

Shares52.4K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-2.83%

Shares4.2K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

0.25%

Shares8.1K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-0.87%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PXF

INVESCO EXCH TRADED FD TR II

0.50%

Shares15.7K

Event2026-06-30

Filed2026-07-24

MERIDIAN CORP

0.00%

Shares59.4K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

1.35%

Shares23.6K

Event2026-06-30

Filed2026-07-24

BSSX

INVESCO EXCH TRD SLF IDX FD

10.69%

Shares45.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-1.95%

Shares3.3K

Event2026-06-30

Filed2026-07-24

MCO

MOODYS CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

2.84%

Shares3.1K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

-0.13%

Shares13.6K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-4.77%

Shares9.6K

Event2026-06-30

Filed2026-07-24

DWX

SPDR INDEX SHS FDS

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-24

FULT

FULTON FINL CORP PA

0.00%

Shares44.8K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

-5.24%

Shares7.1K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-3.51%

Shares5.5K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-21.96%

Shares24.4K

Event2026-06-30

Filed2026-07-24

ILCV

ISHARES TR

7.19%

Shares10.2K

Event2026-06-30

Filed2026-07-24

ICOW

PACER FDS TR

0.00%

Shares23.9K

Event2026-06-30

Filed2026-07-24

CWB

SPDR SERIES TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

1.23%

Shares824

Event2026-06-30

Filed2026-07-24

VISA INC

-1.34%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

20.27%

Shares16.2K

Event2026-06-30

Filed2026-07-24

BKMC

BNY MELLON ETF TRUST

6.23%

Shares7.7K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

2.51%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

1.49%

Shares10.7K

Event2026-06-30

Filed2026-07-24

BSJR

INVESCO EXCH TRD SLF IDX FD

0.96%

Shares41.1K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-4.13%

Shares16.6K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

16.19%

Shares969

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

0.08%

Shares28.6K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

13.41%

Shares17.5K

Event2026-06-30

Filed2026-07-24

BSMY

INVESCO EXCH TRD SLF IDX FD

12.74%

Shares35.6K

Event2026-06-30

Filed2026-07-24

BSMZ

INVESCO EXCH TRD SLF IDX FD

10.94%

Shares33.9K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-2.41%

Shares3.1K

Event2026-06-30

Filed2026-07-24

ISCV

ISHARES TR

-0.17%

Shares11.0K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-0.92%

Shares10.8K

Event2026-06-30

Filed2026-07-24

WTRG

ESSENTIAL UTILS INC

-14.15%

Shares21.6K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

-0.21%

Shares3.3K

Event2026-06-30

Filed2026-07-24

TOL

TOLL BROTHERS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-1.13%

Shares1.6K

Event2026-06-30

Filed2026-07-24

RWJ

INVESCO EXCH TRADED FD TR II

-6.59%

Shares13.2K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

-0.88%

Shares4.2K

Event2026-06-30

Filed2026-07-24

REGL

PROSHARES TR

-2.57%

Shares8.5K

Event2026-06-30

Filed2026-07-24

JSML

JANUS DETROIT STR TR

27.20%

Shares8.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.34%

Shares8.0K

Event2026-06-30

Filed2026-07-24

HSY

HERSHEY CO

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

0.03%

Shares13.1K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-1.32%

Shares3.3K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

1.90%

Shares5.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-6.66%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-74.41%

Shares688

Event2026-06-30

Filed2026-07-24

CSPF

COHEN & STEERS ETF TRUST

50.87%

Shares27.7K

Event2026-06-30

Filed2026-07-24

BSCT

INVESCO EXCH TRD SLF IDX FD

-36.33%

Shares38.8K

Event2026-06-30

Filed2026-07-24

PXH

INVESCO EXCH TRADED FD TR II

255.17%

Shares25.7K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-1.42%

Shares4.5K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-35.01%

Shares12.3K

Event2026-06-30

Filed2026-07-24

INVESCO EXCH TRD SLF IDX FD

11.24%

Shares31.5K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

-6.88%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

8.64%

Shares12.5K

Event2026-06-30

Filed2026-07-24

CALF

PACER FDS TR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-24

RWR

SPDR SERIES TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-0.20%

Shares3.5K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-6.88%

Shares3.0K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

71.98%

Shares626

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

0.00%

Shares553

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

15.05%

Shares11.0K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

7.67%

Shares4.4K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

-12.08%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-1.97%

Shares5.4K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-1.20%

Shares4.4K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-1.57%

Shares6.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

-9.68%

Shares1.6K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

0.00%

Shares762

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-4.42%

Shares8.3K

Event2026-06-30

Filed2026-07-24

QQQE

DIREXION SHARES ETF TRUST

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

-22.16%

Shares8.2K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-1.17%

Shares1.5K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

0.21%

Shares4.3K

Event2026-06-30

Filed2026-07-24

BSJT

INVESCO EXCH TRD SLF IDX FD

18.66%

Shares25.4K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-4.05%

Shares2.2K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-28.04%

Shares10.2K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

-6.58%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ESML

ISHARES TR

-8.27%

Shares9.2K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-7.45%

Shares1.2K

Event2026-06-30

Filed2026-07-24

DEM

WISDOMTREE TR

-0.49%

Shares9.3K

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE TR

13.55%

Shares10.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

3.79%

Shares5.7K

Event2026-06-30

Filed2026-07-24

SONY

SONY GROUP CORP

-2.42%

Shares24.3K

Event2026-06-30

Filed2026-07-24

3M CO

0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-2.09%

Shares1.8K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-1.11%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IQDG

WISDOMTREE TR

-0.27%

Shares10.8K

Event2026-06-30

Filed2026-07-24

GWX

SPDR INDEX SHS FDS

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.52%

Shares960

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

9.51%

Shares6.0K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-3.40%

Shares1.3K

Event2026-06-30

Filed2026-07-24

FELG

FIDELITY COVINGTON TRUST

-57.70%

Shares10.1K

Event2026-06-30

Filed2026-07-24

BOEING CO

123.49%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FISERV INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

AT&T INC

-35.08%

Shares20.7K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares866

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.80%

Shares5.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

0.00%

Shares356

Event2026-06-30

Filed2026-07-24

SPGM

SPDR INDEX SHS FDS

4.07%

Shares4.8K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

-2.52%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

WTAI

WISDOMTREE TR

-9.51%

Shares8.5K

Event2026-06-30

Filed2026-07-24

CWI

SPDR INDEX SHS FDS

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

16.31%

Shares3.9K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

15.37%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EFAX

SPDR INDEX SHS FDS

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-0.33%

Shares4.8K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

-14.94%

Shares860

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

900.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

0.00%

Shares913

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-7.14%

Shares715

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

-0.27%

Shares7.7K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-53.58%

Shares693

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-35.04%

Shares12.7K

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

-12.85%

Shares3.1K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

-1.86%

Shares3.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-7.34%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LABCORP HOLDINGS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

400.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

-5.21%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

-12.52%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SPHY

SPDR SERIES TRUST

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

4.50%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-1.52%

Shares1.3K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares434

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

33.14%

Shares4.3K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

0.00%

Shares892

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

283.51%

Shares3.6K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

DIVB

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares553

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IDCC

INTERDIGITAL INC

-77.81%

Shares1.0K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

0.73%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

-13.48%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BKIE

BNY MELLON ETF TRUST

309.88%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SPYX

SPDR SERIES TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares927

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

57.29%

Shares3.4K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

-50.55%

Shares270

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-27.46%

Shares700

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

-10.83%

Shares823

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

-70.90%

Shares14.5K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

AIVL

WISDOMTREE TR

0.05%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO ETF TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-1.18%

Shares5.0K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

0.00%

Shares888

Event2026-06-30

Filed2026-07-24

NULV

NUSHARES ETF TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

1.39%

Shares1.6K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-9.16%

Shares793

Event2026-06-30

Filed2026-07-24

PHM

PULTE GROUP INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

THOMSON REUTERS CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

LQD

ISHARES TR

-2.10%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares562

Event2026-06-30

Filed2026-07-24

FMHI

FIRST TR EXCH TRADED FD III

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

FEGE

RBB FUND TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-24

BSJU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-24

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares296

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

0.00%

Shares273

Event2026-06-30

Filed2026-07-24

ISHARES TR

-35.10%

Shares2.1K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

8.94%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

1.55%

Shares851

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares462

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

0.00%

Shares487

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

21.54%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

-1.19%

Shares2.6K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

-14.49%

Shares59

Event2026-06-30

Filed2026-07-24

CGGE

CAPITAL GROUP GLOBAL EQUITY

New

Shares5.3K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

WDIV

SPDR INDEX SHS FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

33.11%

Shares5.4K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

13.95%

Shares1.9K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

XBI

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares425

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

-10.06%

Shares894

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

-3.18%

Shares426

Event2026-06-30

Filed2026-07-24

IJJ

ISHARES TR

-13.14%

Shares1.2K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

18.26%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ISCB

ISHARES TR

28.32%

Shares2.3K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

0.02%

Shares5.7K

Event2026-06-30

Filed2026-07-24

BSCV

INVESCO EXCH TRD SLF IDX FD

3.41%

Shares10.6K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

2.09%

Shares1.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

44.86%

Shares901

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.00%

Shares573

Event2026-06-30

Filed2026-07-24

BWFG

BANKWELL FINL GROUP INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

QDF

FLEXSHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RSPN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

BSJV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

DEW

WISDOMTREE TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

0.00%

Shares321

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

-10.56%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SNEX

STONEX GROUP INC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-24

IWY

ISHARES TR

0.00%

Shares564

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares900

Event2026-06-30

Filed2026-07-24

EUSB

ISHARES TR

36.98%

Shares3.6K

Event2026-06-30

Filed2026-07-24

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares728

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CORTEVA INC

-1.12%

Shares1.9K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

1.96%

Shares519

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-0.90%

Shares1.3K

Event2026-06-30

Filed2026-07-24

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TROW

PRICE T ROWE GROUP INC

-1.39%

Shares1.3K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares240

Event2026-06-30

Filed2026-07-24

BKEM

BNY MELLON ETF TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-44.16%

Shares478

Event2026-06-30

Filed2026-07-24

BKR

BAKER HUGHES COMPANY

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-3.02%

Shares418

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

IWX

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

USPX

FRANKLIN TEMPLETON ETF TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares631

Event2026-06-30

Filed2026-07-24

OWENS CORNING NEW

0.00%

Shares908

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares290

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares636

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares466

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares636

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

176.18%

Shares7.4K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

0.00%

Shares217

Event2026-06-30

Filed2026-07-24

AGO

ASSURED GUARANTY LTD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

HYS

PIMCO ETF TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

KRE

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares636

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares857

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

2.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

13.04%

Shares1.6K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

15.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IBMQ

ISHARES TR

New

Shares5.2K

Event2026-06-30

Filed2026-07-24

PPL CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares210

Event2026-06-30

Filed2026-07-24

FXF

INVESCO CURRENCYSHARES SWISS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GAL

SSGA ACTIVE ETF TR

26.70%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.00%

Shares431

Event2026-06-30

Filed2026-07-24

IBMP

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IYH

ISHARES TR

0.21%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

0.00%

Shares585

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

-3.22%

Shares2.7K

Event2026-06-30

Filed2026-07-24

DFNL

DAVIS FUNDAMENTAL ETF TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

TMFG

RBB FD INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

AKAMAI TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

102.17%

Shares2.2K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

DTCR

GLOBAL X FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

RSPM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

TIP

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

APOLLO GLOBAL MGMT INC

0.42%

Shares967

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

0.00%

Shares513

Event2026-06-30

Filed2026-07-24

BP PLC

-8.14%

Shares3.1K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

0.21%

Shares469

Event2026-06-30

Filed2026-07-24

FXE

INVESCO CURRENCYSHARES EURO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares450

Event2026-06-30

Filed2026-07-24

EMF

TEMPLETON EMERGING MKTS FD

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

TGTX

TG THERAPEUTICS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-2.17%

Shares857

Event2026-06-30

Filed2026-07-24

IBTL

ISHARES TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

IBTK

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

IBTH

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-24

IBTI

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-24

IBTJ

ISHARES TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

LDOS

LEIDOS HOLDINGS INC

-8.76%

Shares1.0K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

1.13%

Shares269

Event2026-06-30

Filed2026-07-24

CEW

WISDOMTREE TR

-5.21%

Shares5.5K

Event2026-06-30

Filed2026-07-24

VVV

VALVOLINE INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PNFP

PINNACLE FINL PARTNERS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

BGC

BGC GROUP INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-3.00%

Shares615

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

0.00%

Shares632

Event2026-06-30

Filed2026-07-24

ARTNA

ARTESIAN RES CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

-61.04%

Shares3.0K

Event2026-06-30

Filed2026-07-24

STE

STERIS PLC

0.00%

Shares485

Event2026-06-30

Filed2026-07-24

BBIN

J P MORGAN EXCHANGE TRADED F

1.40%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares737

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares791

Event2026-06-30

Filed2026-07-24

GUNR

FLEXSHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FYC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares785

Event2026-06-30

Filed2026-07-24

SPAB

SPDR SERIES TRUST

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IBMO

ISHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

-44.19%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES TR

0.00%

Shares937

Event2026-06-30

Filed2026-07-24

IEUR

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VFH

VANGUARD WORLD FD

0.00%

Shares715

Event2026-06-30

Filed2026-07-24

ALIBABA GROUP HLDG LTD

104.60%

Shares978

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

-12.15%

Shares1.0K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

EWY

ISHARES INC

0.00%

Shares451

Event2026-06-30

Filed2026-07-24

VTRS

VIATRIS INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

VOYA

VOYA FINANCIAL INC

0.00%

Shares999

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AXON

AXON ENTERPRISE INC

0.00%

Shares159

Event2026-06-30

Filed2026-07-24

USHY

ISHARES TR

-9.89%

Shares2.4K

Event2026-06-30

Filed2026-07-24

FRESHPET INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC

0.00%

Shares406

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

0.00%

Shares360

Event2026-06-30

Filed2026-07-24

HYXF

ISHARES TR

9.47%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

0.00%

Shares333

Event2026-06-30

Filed2026-07-24

TMFM

RBB FD INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares450

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

67.65%

Shares456

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

170.90%

Shares2.5K

Event2026-06-30

Filed2026-07-24

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CF INDUSTRIES HOLD

-3.62%

Shares773

Event2026-06-30

Filed2026-07-24

SBS

COMPANHIA DE SANEAMENTO BASI

-56.36%

Shares14.3K

Event2026-06-30

Filed2026-07-24

MBND

SSGA ACTIVE TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares493

Event2026-06-30

Filed2026-07-24

TBLU

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares493

Event2026-06-30

Filed2026-07-24

HDV

ISHARES TR

400.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

LIT

GLOBAL X FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

1.58%

Shares644

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

HPQ

HP INC

-0.63%

Shares3.5K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

0.00%

Shares691

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

-41.54%

Shares38

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

QNITY ELECTRONICS INC

-7.47%

Shares458

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

0.16%

Shares615

Event2026-06-30

Filed2026-07-24

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares430

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC.

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.00%

Shares966

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

59.76%

Shares941

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES I

11.01%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SUN

SUNOCO LP/SUNOCO FIN CORP

1.37%

Shares1.0K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

136.69%

Shares2.3K

Event2026-06-30

Filed2026-07-24

LRN

STRIDE INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD WORLD FD

0.00%

Shares374

Event2026-06-30

Filed2026-07-24

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares508

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

0.00%

Shares455

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC

0.00%

Shares376

Event2026-06-30

Filed2026-07-24

NVT

NVENT ELEC PLC

0.00%

Shares397

Event2026-06-30

Filed2026-07-24

TOYOTA MOTOR CORP

60.89%

Shares399

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

4.69%

Shares714

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

-0.74%

Shares270

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-25.31%

Shares608

Event2026-06-30

Filed2026-07-24

WSFS

WSFS FINL CORP

0.00%

Shares851

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-10.74%

Shares241

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES TR

0.00%

Shares860

Event2026-06-30

Filed2026-07-24

ZOETIS INC

-6.74%

Shares899

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

-24.19%

Shares188

Event2026-06-30

Filed2026-07-24

BBSC

J P MORGAN EXCHANGE TRADED F

0.00%

Shares692

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

TMUS

T-MOBILE US INC

0.00%

Shares378

Event2026-06-30

Filed2026-07-24

KGC

KINROSS GOLD CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

PAYC

PAYCOM SOFTWARE INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available