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

Currently, Clearstead Advisors, LLC holds 3646 types of securities in its portfolio with a total value $10.6B. In the most recent quarter, they have increased their positions in IWF (+1.4M shares, valued at $176.3M), VO (+2.1M shares, valued at $171.1M), N/A (+3.5M shares, valued at $124.1M); decreased their positions in PCAR (-2.4M shares, valued at $292.4M), VOO (-204.8K shares, valued at $140.7M), MSFT (-338.9K shares, valued at $126.4M); initiated new positions in N/A (+3.5M shares, valued at $124.1M), N/A (+104.8K shares, valued at $17.9M), SHYG (+271.2K shares, valued at $11.5M).

1M P&L

-7.5M-0.08%

3M P&L

+364.6M+4.19%

HY P&L

-627.1M-6.47%

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/A5.6B

62.5%

2Farm & Heavy Construction Machinery385.6M

4.3%

3Semiconductors330.5M

3.7%

Top Industries by Stock Count

1N/A773 stocks

22.8%

2Banks - Regional195 stocks

5.8%

3Biotechnology183 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS1.5M shares-12.37%2026-06-302026-08-06

ISHARES TR ISHARES TR433.7K shares-0.89%2026-06-302026-08-06

AAPL APPLE INC1.0M shares-10.39%2026-06-302026-08-06

PCAR PACCAR INC2.4M shares-49.92%2026-06-302026-08-06

IWF ISHARES TR2.0M shares263.46%2026-06-302026-08-06

VO VANGUARD INDEX FDS2.8M shares299.24%2026-06-302026-08-06

MSFT MICROSOFT CORP570.7K shares-37.26%2026-06-302026-08-06

VB VANGUARD INDEX FDS522.4K shares-0.53%2026-06-302026-08-06

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VTV VANGUARD INDEX FDS718.4K shares-4.32%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T205.1K shares-18.72%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS3.0M shares-3.04%2026-06-302026-08-06

AMZN AMAZON COM INC634.0K shares-31.55%2026-06-302026-08-06

VMBS VANGUARD SCOTTSDALE FDS3.1M shares4.19%2026-06-302026-08-06

IDEV ISHARES TR1.6M shares-46.01%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS354.9K shares-34.63%2026-06-302026-08-06

NVDA NVIDIA CORPORATION643.3K shares-17.22%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC355.4K shares-11.57%2026-06-302026-08-06

BAILLIE GIFFORD ETF TR BAILLIE GIFFORD ETF TR3.5M sharesnew addition2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST2.8M shares4.79%2026-06-302026-08-06

ISHARES TR ISHARES TR1.1M shares6.32%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST3.0M shares-45.01%2026-06-302026-08-06

IXUS ISHARES TR1.0M shares-0.26%2026-06-302026-08-06

DLN WISDOMTREE TR942.6K shares-3.45%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T416.1K shares-37.01%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO263.7K shares-9.04%2026-06-302026-08-06

IWR ISHARES TR762.5K shares-0.81%2026-06-302026-08-06

CAT CATERPILLAR INC77.3K shares-16.17%2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR2.0M shares-47.33%2026-06-302026-08-06

IJR ISHARES TR496.4K shares1.04%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP232.8K shares-6.90%2026-06-302026-08-06

IJH ISHARES TR944.6K shares1.83%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F1.2M shares0.64%2026-06-302026-08-06

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VEA VANGUARD TAX-MANAGED FDS955.8K shares-38.71%2026-06-302026-08-06

BSCT INVESCO EXCH TRD SLF IDX FD3.7M shares1.48%2026-06-302026-08-06

GOOG ALPHABET INC192.5K shares-23.73%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL133.5K shares-14.47%2026-06-302026-08-06

BSCS INVESCO EXCH TRD SLF IDX FD3.3M shares0.61%2026-06-302026-08-06

LLY ELI LILLY & CO55.5K shares-7.83%2026-06-302026-08-06

BSCU INVESCO EXCH TRD SLF IDX FD3.9M shares2.35%2026-06-302026-08-06

BROADCOM INC BROADCOM INC157.7K shares-4.26%2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON234.2K shares-10.67%2026-06-302026-08-06

BSCX INVESCO EXCH TRD SLF IDX FD2.8M shares3.34%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST1.4M shares-49.77%2026-06-302026-08-06

EFA ISHARES TR529.8K shares3.57%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC92.8K shares-13.30%2026-06-302026-08-06

XLG INVESCO EXCHANGE TRADED FD T865.7K shares-1.05%2026-06-302026-08-06

IVW ISHARES TR374.9K shares1.43%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR2.1M shares6.33%2026-06-302026-08-06

Sponsored

MU MICRON TECHNOLOGY INC43.1K shares-25.90%2026-06-302026-08-06

CGGE CAPITAL GROUP GLOBAL EQUITY1.3M shares-50.93%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION50.0K shares-16.46%2026-06-302026-08-06

IWB ISHARES TR113.1K shares-24.27%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS347.8K shares-11.17%2026-06-302026-08-06

IWV ISHARES TR103.6K shares-0.10%2026-06-302026-08-06

WMT WALMART INC382.5K shares-15.42%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS271.2K shares38.51%2026-06-302026-08-06

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SDY SPDR SERIES TRUST279.7K shares-0.19%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC124.8K shares-7.18%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F266.6K shares49.63%2026-06-302026-08-06

HYBI NEOS ETF TRUST834.5K shares-3.99%2026-06-302026-08-06

QUAL ISHARES TR185.1K shares-6.34%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC72.0K shares-8.94%2026-06-302026-08-06

ETN EATON CORP PLC94.5K shares1.95%2026-06-302026-08-06

VXF VANGUARD INDEX FDS162.4K shares-19.54%2026-06-302026-08-06

Sponsored

SON SONOCO PRODS CO693.0K shares3013060.87%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS150.6K shares-1.22%2026-06-302026-08-06

VXUS VANGUARD STAR FDS416.0K shares157.28%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION176.0K shares-3.64%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP236.1K shares-10.81%2026-06-302026-08-06

VUG VANGUARD INDEX FDS366.2K shares332.94%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 4044.4K shares1.68%2026-06-302026-08-06

IWM ISHARES TR98.8K shares-18.20%2026-06-302026-08-06

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MASTERCARD INCORPORATED MASTERCARD INCORPORATED57.4K shares-14.97%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC98.9K shares-2.03%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC249.7K shares-8.67%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC40.2K shares2.32%2026-06-302026-08-06

CVX CHEVRON CORPORATION174.8K shares-8.06%2026-06-302026-08-06

PG PROCTER & GAMBLE CO197.3K shares-7.91%2026-06-302026-08-06

IWD ISHARES TR117.7K shares-29.10%2026-06-302026-08-06

ABBVIE INC ABBVIE INC111.0K shares-17.25%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC206.2K shares-7.73%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST686.3K shares0.97%2026-06-302026-08-06

TXN TEXAS INSTRS INC92.3K shares-4.38%2026-06-302026-08-06

HD HOME DEPOT INC75.7K shares-8.47%2026-06-302026-08-06

ACWI ISHARES TR169.0K shares-9.66%2026-06-302026-08-06

VONV VANGUARD SCOTTSDALE FDS248.0K shares-1.59%2026-06-302026-08-06

IVE ISHARES TR114.9K shares1.30%2026-06-302026-08-06

IBMQ ISHARES TR1.0M shares2.57%2026-06-302026-08-06

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IBMR ISHARES TR1.0M shares2.76%2026-06-302026-08-06

IBMP ISHARES TR1.0M shares2.53%2026-06-302026-08-06

QQQ INVESCO QQQ TR34.4K shares-37.71%2026-06-302026-08-06

BX BLACKSTONE INC214.8K shares-2.32%2026-06-302026-08-06

VISA INC VISA INC71.5K shares-20.85%2026-06-302026-08-06

TSLA TESLA INC57.5K shares-12.56%2026-06-302026-08-06

ESGU ISHARES TR147.2K shares-56.43%2026-06-302026-08-06

IBMS ISHARES TR930.9K shares3.53%2026-06-302026-08-06

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ISHARES TR ISHARES TR236.8K shares-8.56%2026-06-302026-08-06

USHY ISHARES TR628.2K shares9329.32%2026-06-302026-08-06

HYLB DBX ETF TR634.3K shares24456.87%2026-06-302026-08-06

DFLV DIMENSIONAL ETF TRUST550.6K shares3.44%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP235.8K shares-4.28%2026-06-302026-08-06

ACWX ISHARES TR285.5K shares45.46%2026-06-302026-08-06

KEY KEYCORP895.5K shares-6.60%2026-06-302026-08-06

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN112.6K shares-10.30%2026-06-302026-08-06

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PH PARKER-HANNIFIN CORP21.1K shares4.38%2026-06-302026-08-06

LOW LOWES COS INC92.8K shares1.87%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL91.5K shares-3.88%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL26 shares36.84%2026-06-302026-08-06

PGR PROGRESSIVE CORP88.4K shares7.57%2026-06-302026-08-06

DHR DANAHER CORP DEL95.8K shares0.34%2026-06-302026-08-06

ORACLE CORP ORACLE CORP124.0K shares-9.00%2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP104.8K sharesnew addition2026-06-302026-08-06

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ECML EA SERIES TRUST458.5K shares-54.50%2026-06-302026-08-06

MIAX MIAMI INTL HLDGS INC473.9K shares-5.90%2026-06-302026-08-06

TTWO TAKE-TWO INTERACTIVE SOFTWAR69.3K shares-3.74%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F205.1K shares-1.10%2026-06-302026-08-06

PGX INVESCO EXCH TRADED FD TR II1.6M shares-7.68%2026-06-302026-08-06

MINT PIMCO ETF TR165.5K shares-42.29%2026-06-302026-08-06

CRM SALESFORCE INC102.8K shares9.90%2026-06-302026-08-06

KO COCA COLA CO197.8K shares-9.44%2026-06-302026-08-06

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GLD SPDR GOLD TR43.3K shares2.73%2026-06-302026-08-06

SPTM SPDR SERIES TRUST172.7K shares-0.25%2026-06-302026-08-06

MUNI PIMCO ETF TR297.6K shares8.92%2026-06-302026-08-06

MO ALTRIA GROUP INC215.4K shares-5.78%2026-06-302026-08-06

GEV GE VERNOVA INC13.1K shares37.93%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC211.0K shares-17.75%2026-06-302026-08-06

GE GE AEROSPACE40.5K shares-21.68%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC14.9K shares5.96%2026-06-302026-08-06

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JPST J P MORGAN EXCHANGE TRADED F298.5K shares9678.22%2026-06-302026-08-06

SPHY SPDR SERIES TRUST638.0K shares2895.15%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO44.0K shares-3.46%2026-06-302026-08-06

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC125.0K shares-6.62%2026-06-302026-08-06

MELI MERCADOLIBRE INC8.6K shares-3.79%2026-06-302026-08-06

AMGN AMGEN INC40.2K shares-19.93%2026-06-302026-08-06

INTC INTEL CORP103.4K shares-27.28%2026-06-302026-08-06

MRK MERCK & CO INC112.4K shares-26.13%2026-06-302026-08-06

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VCSH VANGUARD SCOTTSDALE FDS179.8K shares96.12%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS278.3K shares7.62%2026-06-302026-08-06

P EVERPURE INC176.5K shares119993.88%2026-06-302026-08-06

ZM ZOOM COMMUNICATIONS INC159.5K shares-5.93%2026-06-302026-08-06

ABT ABBOTT LABORATORIES149.8K shares-11.18%2026-06-302026-08-06

QUANTA SVCS INC QUANTA SVCS INC18.8K shares42.64%2026-06-302026-08-06

MUB ISHARES TR125.2K shares2.60%2026-06-302026-08-06

IWS ISHARES TR81.6K shares-1.39%2026-06-302026-08-06

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MCD MCDONALDS CORP48.5K shares8.31%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST158.7K shares5.01%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS46.0K shares-8.55%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR347.4K shares-0.60%2026-06-302026-08-06

ITOT ISHARES TR78.0K shares-3.26%2026-06-302026-08-06

BOND PIMCO ETF TR138.2K shares6.14%2026-06-302026-08-06

CINF CINCINNATI FINL CORP68.4K shares-60.28%2026-06-302026-08-06

SHY ISHARES TR151.4K shares3.92%2026-06-302026-08-06

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ACI ALBERTSONS COMPANIES INC889.0K shares0.06%2026-06-302026-08-06

PFM INVESCO EXCHANGE TRADED FD T216.8K shares-5.25%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR377.0K shares-12.73%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR62.6K shares-15.86%2026-06-302026-08-06

ORLY OREILLY AUTOMOTIVE INC127.6K shares-9.93%2026-06-302026-08-06

SHYG ISHARES TR271.2K sharesnew addition2026-06-302026-08-06

IEMG ISHARES INC138.7K shares-60.12%2026-06-302026-08-06

LECO LINCOLN ELEC HLDGS INC42.3K shares-0.60%2026-06-302026-08-06

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SNOWFLAKE INC SNOWFLAKE INC44.0K shares-37.47%2026-06-302026-08-06

BAC BANK OF AMER CORP196.3K shares-20.77%2026-06-302026-08-06

ESGD ISHARES TR106.5K shares-59.39%2026-06-302026-08-06

LRCX LAM RESEARCH CORP24.7K shares-38.55%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS138.8K shares2.16%2026-06-302026-08-06

GLW CORNING INC39.5K shares-4.74%2026-06-302026-08-06

WFC WELLS FARGO & CO121.8K shares-0.33%2026-06-302026-08-06

T AT&T INC458.1K shares3.07%2026-06-302026-08-06

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NEXTERA ENERGY INC NEXTERA ENERGY INC108.0K shares-10.36%2026-06-302026-08-06

AWK AMERICAN WTR WKS CO INC NEW71.7K shares-39.63%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC12.3K shares328.21%2026-06-302026-08-06

TJX TJX COS INC NEW60.9K shares-11.39%2026-06-302026-08-06

DE DEERE & CO14.5K shares-15.38%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS175.8K shares1.26%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F149.5K shares-21.02%2026-06-302026-08-06

CROX CROCS INC73.7K shares-44.68%2026-06-302026-08-06

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SGOV ISHARES TR87.8K shares0.59%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN39.3K shares2.79%2026-06-302026-08-06

MS MORGAN STANLEY40.9K shares12.25%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR307.5K shares-1.82%2026-06-302026-08-06

QCOM QUALCOMM INC45.5K shares-12.41%2026-06-302026-08-06

DAL DELTA AIR LINES INC89.5K shares-11.56%2026-06-302026-08-06

IAU ISHARES GOLD TR109.8K shares220.01%2026-06-302026-08-06

SJNK SPDR SERIES TRUST329.5K shares94045.71%2026-06-302026-08-06

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JAAA JANUS DETROIT STR TR162.7K shares-74.45%2026-06-302026-08-06

SPGM SPDR INDEX SHS FDS95.5K shares38.26%2026-06-302026-08-06

VV VANGUARD INDEX FDS23.7K shares-50.04%2026-06-302026-08-06

VTES VANGUARD WELLINGTON FD80.4K shares112.40%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC43.9K shares-14.37%2026-06-302026-08-06

PYLD PIMCO ETF TR294.8K shares9.93%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.109.2K shares-38.38%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC16.2K shares-26.87%2026-06-302026-08-06

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OMFL INVESCO EXCH TRD SLF IDX FD112.7K shares-55.19%2026-06-302026-08-06

VUSB VANGUARD BD INDEX FDS151.3K shares-82.84%2026-06-302026-08-06

ARES CAPITAL CORP ARES CAPITAL CORP402.3K shares14.69%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST200.0K shares0.00%2026-06-302026-08-06

BBIN J P MORGAN EXCHANGE TRADED F95.0K shares-49.02%2026-06-302026-08-06

USMV ISHARES TR76.9K shares-4.35%2026-06-302026-08-06

TFC TRUIST FINL CORP148.6K shares8.40%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO128.4K shares-15.16%2026-06-302026-08-06

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EAGL 2023 ETF SERIES TRUST229.8K shares3.84%2026-06-302026-08-06

IWP ISHARES TR50.4K shares2.15%2026-06-302026-08-06

BSCR INVESCO EXCH TRD SLF IDX FD374.4K shares-18.09%2026-06-302026-08-06

EMR EMERSON ELEC CO50.8K shares-16.30%2026-06-302026-08-06

RODM LATTICE STRATEGIES TR178.2K shares-49.99%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC61.0K shares-5.10%2026-06-302026-08-06

BA BOEING CO32.7K shares46.56%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS72.9K shares3.81%2026-06-302026-08-06

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LMT LOCKHEED MARTIN CORP13.6K shares0.61%2026-06-302026-08-06

ANET ARISTA NETWORKS INC40.6K shares-2.42%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC28.0K shares6.41%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR199.8K shares2.21%2026-06-302026-08-06

SBUX STARBUCKS CORP65.4K shares-91.81%2026-06-302026-08-06

CWI SPDR INDEX SHS FDS160.2K shares0.05%2026-06-302026-08-06

FITB FIFTH THIRD BANCORP114.6K shares-17.75%2026-06-302026-08-06

DIS DISNEY WALT CO66.6K shares-13.71%2026-06-302026-08-06

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.6K shares-7.57%2026-06-302026-08-06

UNP UNION PAC CORP23.1K shares-22.92%2026-06-302026-08-06

KLAC KLA CORP20.8K shares1317.97%2026-06-302026-08-06

VIR VIR BIOTECHNOLOGY INC608.2K shares-50.00%2026-06-302026-08-06

BSCW INVESCO EXCH TRD SLF IDX FD301.0K shares2.91%2026-06-302026-08-06

ADI ANALOG DEVICES INC15.5K shares9.14%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST74.6K shares-4.88%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW48.3K shares3.60%2026-06-302026-08-06

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UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC13.8K shares-2.16%2026-06-302026-08-06

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND45.3K shares22.06%2026-06-302026-08-06

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TOWN TOWNEBANK PORTSMOUTH VA152.7K shares-2.59%2026-06-302026-08-06

DVY ISHARES TR35.1K shares-20.34%2026-06-302026-08-06

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VBR VANGUARD INDEX FDS22.2K shares22.07%2026-06-302026-08-06

BLK BLACKROCK INC5.5K shares23.13%2026-06-302026-08-06

CFO VICTORY PORTFOLIOS II63.5K shares3.85%2026-06-302026-08-06

C CITIGROUP INC36.0K shares-36.21%2026-06-302026-08-06

JMST J P MORGAN EXCHANGE TRADED F98.0K sharesnew addition2026-06-302026-08-06

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PTRB PGIM ETF TR119.2K shares127.96%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO51.6K shares10.87%2026-06-302026-08-06

CMI CUMMINS INC6.9K shares10.30%2026-06-302026-08-06

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PFE PFIZER INC197.1K shares-17.26%2026-06-302026-08-06

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OKTA OKTA INC33.9K shares-54.73%2026-06-302026-08-06

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CHUBB LIMITED CHUBB LIMITED13.4K shares-11.86%2026-06-302026-08-06

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3M CO 3M CO27.9K shares1.03%2026-06-302026-08-06

PHYS SPROTT ASSET MANAGEMENT LP147.1K shares-1.96%2026-06-302026-08-06

IGF ISHARES TR66.4K shares9.61%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC104.3K shares4.71%2026-06-302026-08-06

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CL COLGATE PALMOLIVE CO47.7K shares-14.12%2026-06-302026-08-06

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VGT VANGUARD WORLD FD36.1K shares759.00%2026-06-302026-08-06

ITM VANECK ETF TRUST91.3K shares0.13%2026-06-302026-08-06

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AHH AH RLTY TR INC594.3K shares0.05%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR142.9K shares-13.93%2026-06-302026-08-06

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ICE INTERCONTINENTAL EXCHANGE IN32.4K shares-74.13%2026-06-302026-08-06

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IBDW ISHARES TR185.9K shares-0.20%2026-06-302026-08-06

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QQQH NEOS ETF TRUST66.7K shares0.00%2026-06-302026-08-06

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DFUV DIMENSIONAL ETF TRUST66.3K shares0.13%2026-06-302026-08-06

UJAN INNOVATOR ETFS TRUST79.9K shares0.16%2026-06-302026-08-06

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TMO THERMO FISHER SCIENTIFIC INC7.2K shares15.37%2026-06-302026-08-06

SCHH SCHWAB STRATEGIC TR150.3K shares0.02%2026-06-302026-08-06

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NKE NIKE INC86.5K shares24.54%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC45.3K shares44.86%2026-06-302026-08-06

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IBIT ISHARES BITCOIN TRUST ETF106.2K shares-10.47%2026-06-302026-08-06

IWO ISHARES TR9.0K shares-6.72%2026-06-302026-08-06

AJG GALLAGHER ARTHUR J & CO15.3K shares-1.21%2026-06-302026-08-06

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RY ROYAL BK CDA17.0K shares17.36%2026-06-302026-08-06

VIOO VANGUARD ADMIRAL FDS INC25.5K shares39.50%2026-06-302026-08-06

IWN ISHARES TR15.8K shares6.48%2026-06-302026-08-06

IVOO VANGUARD ADMIRAL FDS INC26.6K shares4.72%2026-06-302026-08-06

SUB ISHARES TR32.5K shares-9.26%2026-06-302026-08-06

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TGT TARGET CORP26.1K shares2.43%2026-06-302026-08-06

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AVUV AMERICAN CENTY ETF TR26.7K shares-38.74%2026-06-302026-08-06

JTEK J P MORGAN EXCHANGE TRADED F29.4K shares32181.32%2026-06-302026-08-06

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CVGI COMMERCIAL VEH GROUP INC700.0K shares0.00%2026-06-302026-08-06

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UPS UNITED PARCEL SVCS INC29.7K shares0.03%2026-06-302026-08-06

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BSCQ INVESCO EXCH TRD SLF IDX FD155.4K shares-13.97%2026-06-302026-08-06

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SCHV SCHWAB STRATEGIC TR85.3K shares0.12%2026-06-302026-08-06

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RMT ROYCE MICRO-CAP TR INC195.7K shares-3.66%2026-06-302026-08-06

STT STATE STR CORP16.5K shares12.90%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC12.4K sharesnew addition2026-06-302026-08-06

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SCHA SCHWAB STRATEGIC TR77.0K shares-0.47%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC15.5K shares2726.91%2026-06-302026-08-06

VTWG VANGUARD SCOTTSDALE FDS9.6K shares0.01%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC6.4K shares32.98%2026-06-302026-08-06

CSQ CALAMOS STRATEGIC TOTAL RETU133.6K shares-1.97%2026-06-302026-08-06

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FTNT FORTINET INC17.8K shares-20.67%2026-06-302026-08-06

BIP BROOKFIELD INFRASTRUCTURE PA74.7K shares-0.50%2026-06-302026-08-06

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SHEL SHELL PLC34.8K shares-12.33%2026-06-302026-08-06

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LABCORP HOLDINGS INC LABCORP HOLDINGS INC9.3K shares-0.34%2026-06-302026-08-06

WBD WARNER BROS DISCOVERY INC97.4K shares-5.10%2026-06-302026-08-06

VTWV VANGUARD SCOTTSDALE FDS13.1K shares0.02%2026-06-302026-08-06

MPC MARATHON PETE CORP9.9K shares23.03%2026-06-302026-08-06

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EFV ISHARES TR27.1K shares11.05%2026-06-302026-08-06

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WMB WILLIAMS COS INC25.8K shares8.00%2026-06-302026-08-06

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MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.20.3K shares789.51%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION25.0K shares-0.84%2026-06-302026-08-06

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CMG CHIPOTLE MEXICAN GRILL INC50.3K shares-20.70%2026-06-302026-08-06

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NAUT NAUTILUS BIOTECHNOLOGY INC892.8K shares-61.68%2026-06-302026-08-06

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XLY SELECT SECTOR SPDR TR13.7K shares93.07%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC16.2K shares-50.62%2026-06-302026-08-06

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ESLT ELBIT SYS LTD2.0K shares93.49%2026-06-302026-08-06

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DLTR DOLLAR TREE INC12.5K shares8.67%2026-06-302026-08-06

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UAUG INNOVATOR ETFS TRUST35.4K shares-0.41%2026-06-302026-08-06

COR CENCORA INC5.3K shares68.16%2026-06-302026-08-06

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KVUE KENVUE INC76.6K shares-7.90%2026-06-302026-08-06

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BK BANK OF NY MELLON CORP10.0K shares52.60%2026-06-302026-08-06

IYW ISHARES TR5.7K shares-3.78%2026-06-302026-08-06

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DLR DIGITAL RLTY TR INC7.6K shares269.34%2026-06-302026-08-06

NEAR ISHARES U S ETF TR27.1K shares76.86%2026-06-302026-08-06

BIPC BROOKFIELD INFRASTRUCTURE CO35.6K shares-6.86%2026-06-302026-08-06

SPGP INVESCO EXCHANGE TRADED FD T11.2K shares-14.88%2026-06-302026-08-06

GSK PLC GSK PLC25.9K shares74.17%2026-06-302026-08-06

LONZ PIMCO ETF TR27.6K sharesnew addition2026-06-302026-08-06

Sponsored

DIA STATE STR SPDR DOW JONES IND2.6K shares-10.55%2026-06-302026-08-06

SPSM SPDR SERIES TRUST23.3K shares1.50%2026-06-302026-08-06

IBDT ISHARES TR53.2K shares1.98%2026-06-302026-08-06

CP CANADIAN PACIFIC KANSAS CITY15.5K shares21.42%2026-06-302026-08-06

RKT ROCKET COS INC84.9K shares5.99%2026-06-302026-08-06

SWK STANLEY BLACK & DECKER INC14.2K shares-9.31%2026-06-302026-08-06

BCAT BLACKROCK CAP ALLOCATION TER83.4K shares0.00%2026-06-302026-08-06

SCZ ISHARES TR16.1K shares1.02%2026-06-302026-08-06

Sponsored

OPK OPKO HEALTH INC883.3K shares-0.09%2026-06-302026-08-06

CORZW CORE SCIENTIFIC INC NEW70.0K shares-30.00%2026-06-302026-08-06

VSGX VANGUARD WORLD FD16.0K shares13.26%2026-06-302026-08-06

FSLR FIRST SOLAR INC5.5K shares-1.03%2026-06-302026-08-06

FULT FULTON FINL CORP PA53.3K shares29.10%2026-06-302026-08-06

MP MP MATERIALS CORP23.0K shares189.99%2026-06-302026-08-06

EBAY EBAY INC.11.5K shares45.01%2026-06-302026-08-06

PLD PROLOGIS INC.9.4K shares-2.27%2026-06-302026-08-06

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD77.9K shares17.82%2026-06-302026-08-06

RKLB ROCKET LAB CORP12.5K shares955.72%2026-06-302026-08-06

RBLX ROBLOX CORP23.4K shares-52.75%2026-06-302026-08-06

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC10.7K shares1964.04%2026-06-302026-08-06

WULF TERAWULF INC51.2K sharesnew addition2026-06-302026-08-06

SCHK SCHWAB STRATEGIC TR35.0K shares-0.36%2026-06-302026-08-06

MKL MARKEL GROUP INC639 shares-64.36%2026-06-302026-08-06

KR KROGER CO22.3K shares-20.46%2026-06-302026-08-06

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN24.0K shares-2.29%2026-06-302026-08-06

ENB ENBRIDGE INC22.5K shares-22.41%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC10.5K shares37.38%2026-06-302026-08-06

USB US BANCORP20.1K shares22.96%2026-06-302026-08-06

VOO

VANGUARD INDEX FDS

-12.37%

Shares1.5M

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.89%

Shares433.7K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-10.39%

Shares1.0M

Event2026-06-30

Filed2026-08-06

PCAR

PACCAR INC

-49.92%

Shares2.4M

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

263.46%

Shares2.0M

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

299.24%

Shares2.8M

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-37.26%

Shares570.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.53%

Shares522.4K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-4.32%

Shares718.4K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-18.72%

Shares205.1K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-3.04%

Shares3.0M

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-31.55%

Shares634.0K

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

4.19%

Shares3.1M

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

-46.01%

Shares1.6M

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-34.63%

Shares354.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-17.22%

Shares643.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-11.57%

Shares355.4K

Event2026-06-30

Filed2026-08-06

BAILLIE GIFFORD ETF TR

New

Shares3.5M

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

4.79%

Shares2.8M

Event2026-06-30

Filed2026-08-06

ISHARES TR

6.32%

Shares1.1M

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

-45.01%

Shares3.0M

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

-0.26%

Shares1.0M

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE TR

-3.45%

Shares942.6K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

-37.01%

Shares416.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-9.04%

Shares263.7K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

-0.81%

Shares762.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-16.17%

Shares77.3K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

-47.33%

Shares2.0M

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

1.04%

Shares496.4K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-6.90%

Shares232.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

1.83%

Shares944.6K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

0.64%

Shares1.2M

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-38.71%

Shares955.8K

Event2026-06-30

Filed2026-08-06

BSCT

INVESCO EXCH TRD SLF IDX FD

1.48%

Shares3.7M

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-23.73%

Shares192.5K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-14.47%

Shares133.5K

Event2026-06-30

Filed2026-08-06

BSCS

INVESCO EXCH TRD SLF IDX FD

0.61%

Shares3.3M

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-7.83%

Shares55.5K

Event2026-06-30

Filed2026-08-06

BSCU

INVESCO EXCH TRD SLF IDX FD

2.35%

Shares3.9M

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-4.26%

Shares157.7K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-10.67%

Shares234.2K

Event2026-06-30

Filed2026-08-06

BSCX

INVESCO EXCH TRD SLF IDX FD

3.34%

Shares2.8M

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

-49.77%

Shares1.4M

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

3.57%

Shares529.8K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-13.30%

Shares92.8K

Event2026-06-30

Filed2026-08-06

XLG

INVESCO EXCHANGE TRADED FD T

-1.05%

Shares865.7K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

1.43%

Shares374.9K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

6.33%

Shares2.1M

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-25.90%

Shares43.1K

Event2026-06-30

Filed2026-08-06

CGGE

CAPITAL GROUP GLOBAL EQUITY

-50.93%

Shares1.3M

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-16.46%

Shares50.0K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-24.27%

Shares113.1K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

-11.17%

Shares347.8K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-0.10%

Shares103.6K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-15.42%

Shares382.5K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

38.51%

Shares271.2K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

-0.19%

Shares279.7K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-7.18%

Shares124.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

49.63%

Shares266.6K

Event2026-06-30

Filed2026-08-06

HYBI

NEOS ETF TRUST

-3.99%

Shares834.5K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-6.34%

Shares185.1K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-8.94%

Shares72.0K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

1.95%

Shares94.5K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

-19.54%

Shares162.4K

Event2026-06-30

Filed2026-08-06

SON

SONOCO PRODS CO

3013060.87%

Shares693.0K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-1.22%

Shares150.6K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

157.28%

Shares416.0K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-3.64%

Shares176.0K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-10.81%

Shares236.1K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

332.94%

Shares366.2K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

1.68%

Shares44.4K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-18.20%

Shares98.8K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-14.97%

Shares57.4K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-2.03%

Shares98.9K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-8.67%

Shares249.7K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

2.32%

Shares40.2K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-8.06%

Shares174.8K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-7.91%

Shares197.3K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

-29.10%

Shares117.7K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-17.25%

Shares111.0K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-7.73%

Shares206.2K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

0.97%

Shares686.3K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-4.38%

Shares92.3K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-8.47%

Shares75.7K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

-9.66%

Shares169.0K

Event2026-06-30

Filed2026-08-06

VONV

VANGUARD SCOTTSDALE FDS

-1.59%

Shares248.0K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

1.30%

Shares114.9K

Event2026-06-30

Filed2026-08-06

IBMQ

ISHARES TR

2.57%

Shares1.0M

Event2026-06-30

Filed2026-08-06

IBMR

ISHARES TR

2.76%

Shares1.0M

Event2026-06-30

Filed2026-08-06

IBMP

ISHARES TR

2.53%

Shares1.0M

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-37.71%

Shares34.4K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

-2.32%

Shares214.8K

Event2026-06-30

Filed2026-08-06

VISA INC

-20.85%

Shares71.5K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-12.56%

Shares57.5K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

-56.43%

Shares147.2K

Event2026-06-30

Filed2026-08-06

IBMS

ISHARES TR

3.53%

Shares930.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-8.56%

Shares236.8K

Event2026-06-30

Filed2026-08-06

USHY

ISHARES TR

9329.32%

Shares628.2K

Event2026-06-30

Filed2026-08-06

HYLB

DBX ETF TR

24456.87%

Shares634.3K

Event2026-06-30

Filed2026-08-06

DFLV

DIMENSIONAL ETF TRUST

3.44%

Shares550.6K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-4.28%

Shares235.8K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

45.46%

Shares285.5K

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

-6.60%

Shares895.5K

Event2026-06-30

Filed2026-08-06

LIVE NATION ENTERTAINMENT IN

-10.30%

Shares112.6K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

4.38%

Shares21.1K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

1.87%

Shares92.8K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-3.88%

Shares91.5K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

36.84%

Shares26

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

7.57%

Shares88.4K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

0.34%

Shares95.8K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-9.00%

Shares124.0K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares104.8K

Event2026-06-30

Filed2026-08-06

ECML

EA SERIES TRUST

-54.50%

Shares458.5K

Event2026-06-30

Filed2026-08-06

MIAX

MIAMI INTL HLDGS INC

-5.90%

Shares473.9K

Event2026-06-30

Filed2026-08-06

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-3.74%

Shares69.3K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-1.10%

Shares205.1K

Event2026-06-30

Filed2026-08-06

PGX

INVESCO EXCH TRADED FD TR II

-7.68%

Shares1.6M

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

-42.29%

Shares165.5K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

9.90%

Shares102.8K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-9.44%

Shares197.8K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

2.73%

Shares43.3K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

-0.25%

Shares172.7K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

8.92%

Shares297.6K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-5.78%

Shares215.4K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

37.93%

Shares13.1K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

-17.75%

Shares211.0K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-21.68%

Shares40.5K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

5.96%

Shares14.9K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

9678.22%

Shares298.5K

Event2026-06-30

Filed2026-08-06

SPHY

SPDR SERIES TRUST

2895.15%

Shares638.0K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-3.46%

Shares44.0K

Event2026-06-30

Filed2026-08-06

AKAMAI TECHNOLOGIES INC

-6.62%

Shares125.0K

Event2026-06-30

Filed2026-08-06

MELI

MERCADOLIBRE INC

-3.79%

Shares8.6K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-19.93%

Shares40.2K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-27.28%

Shares103.4K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-26.13%

Shares112.4K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

96.12%

Shares179.8K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

7.62%

Shares278.3K

Event2026-06-30

Filed2026-08-06

EVERPURE INC

119993.88%

Shares176.5K

Event2026-06-30

Filed2026-08-06

ZOOM COMMUNICATIONS INC

-5.93%

Shares159.5K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-11.18%

Shares149.8K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

42.64%

Shares18.8K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

2.60%

Shares125.2K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

-1.39%

Shares81.6K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

8.31%

Shares48.5K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

5.01%

Shares158.7K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-8.55%

Shares46.0K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

-0.60%

Shares347.4K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-3.26%

Shares78.0K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

6.14%

Shares138.2K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

-60.28%

Shares68.4K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

3.92%

Shares151.4K

Event2026-06-30

Filed2026-08-06

ACI

ALBERTSONS COMPANIES INC

0.06%

Shares889.0K

Event2026-06-30

Filed2026-08-06

PFM

INVESCO EXCHANGE TRADED FD T

-5.25%

Shares216.8K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-12.73%

Shares377.0K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

-15.86%

Shares62.6K

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC

-9.93%

Shares127.6K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES TR

New

Shares271.2K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-60.12%

Shares138.7K

Event2026-06-30

Filed2026-08-06

LECO

LINCOLN ELEC HLDGS INC

-0.60%

Shares42.3K

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

-37.47%

Shares44.0K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-20.77%

Shares196.3K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

-59.39%

Shares106.5K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-38.55%

Shares24.7K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

2.16%

Shares138.8K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-4.74%

Shares39.5K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-0.33%

Shares121.8K

Event2026-06-30

Filed2026-08-06

AT&T INC

3.07%

Shares458.1K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-10.36%

Shares108.0K

Event2026-06-30

Filed2026-08-06

AWK

AMERICAN WTR WKS CO INC NEW

-39.63%

Shares71.7K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

328.21%

Shares12.3K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-11.39%

Shares60.9K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-15.38%

Shares14.5K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

1.26%

Shares175.8K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-21.02%

Shares149.5K

Event2026-06-30

Filed2026-08-06

CROX

CROCS INC

-44.68%

Shares73.7K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

0.59%

Shares87.8K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

2.79%

Shares39.3K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

12.25%

Shares40.9K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-1.82%

Shares307.5K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-12.41%

Shares45.5K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

-11.56%

Shares89.5K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

220.01%

Shares109.8K

Event2026-06-30

Filed2026-08-06

SJNK

SPDR SERIES TRUST

94045.71%

Shares329.5K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

-74.45%

Shares162.7K

Event2026-06-30

Filed2026-08-06

SPGM

SPDR INDEX SHS FDS

38.26%

Shares95.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-50.04%

Shares23.7K

Event2026-06-30

Filed2026-08-06

VTES

VANGUARD WELLINGTON FD

112.40%

Shares80.4K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-14.37%

Shares43.9K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

9.93%

Shares294.8K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-38.38%

Shares109.2K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-26.87%

Shares16.2K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

-55.19%

Shares112.7K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

-82.84%

Shares151.3K

Event2026-06-30

Filed2026-08-06

ARES CAPITAL CORP

14.69%

Shares402.3K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares200.0K

Event2026-06-30

Filed2026-08-06

BBIN

J P MORGAN EXCHANGE TRADED F

-49.02%

Shares95.0K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-4.35%

Shares76.9K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

8.40%

Shares148.6K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-15.16%

Shares128.4K

Event2026-06-30

Filed2026-08-06

EAGL

2023 ETF SERIES TRUST

3.84%

Shares229.8K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

2.15%

Shares50.4K

Event2026-06-30

Filed2026-08-06

BSCR

INVESCO EXCH TRD SLF IDX FD

-18.09%

Shares374.4K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

-16.30%

Shares50.8K

Event2026-06-30

Filed2026-08-06

RODM

LATTICE STRATEGIES TR

-49.99%

Shares178.2K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-5.10%

Shares61.0K

Event2026-06-30

Filed2026-08-06

BOEING CO

46.56%

Shares32.7K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

3.81%

Shares72.9K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.61%

Shares13.6K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-2.42%

Shares40.6K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

6.41%

Shares28.0K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

2.21%

Shares199.8K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-91.81%

Shares65.4K

Event2026-06-30

Filed2026-08-06

CWI

SPDR INDEX SHS FDS

0.05%

Shares160.2K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

-17.75%

Shares114.6K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-13.71%

Shares66.6K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

-7.57%

Shares6.6K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

-22.92%

Shares23.1K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

1317.97%

Shares20.8K

Event2026-06-30

Filed2026-08-06

VIR

VIR BIOTECHNOLOGY INC

-50.00%

Shares608.2K

Event2026-06-30

Filed2026-08-06

BSCW

INVESCO EXCH TRD SLF IDX FD

2.91%

Shares301.0K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

9.14%

Shares15.5K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-4.88%

Shares74.6K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

3.60%

Shares48.3K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

0.44%

Shares20.2K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

-0.14%

Shares61.5K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

-24.83%

Shares17.1K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

11.16%

Shares18.4K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-2.16%

Shares13.8K

Event2026-06-30

Filed2026-08-06

NACP

TIDAL TRUST III

-11.54%

Shares93.4K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

8.58%

Shares105.3K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

22.06%

Shares45.3K

Event2026-06-30

Filed2026-08-06

TOWN

TOWNEBANK PORTSMOUTH VA

-2.59%

Shares152.7K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-20.34%

Shares35.1K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

136.69%

Shares88.1K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

22.07%

Shares22.2K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

23.13%

Shares5.5K

Event2026-06-30

Filed2026-08-06

CFO

VICTORY PORTFOLIOS II

3.85%

Shares63.5K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-36.21%

Shares36.0K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares98.0K

Event2026-06-30

Filed2026-08-06

QFLR

INNOVATOR ETFS TRUST

0.38%

Shares135.9K

Event2026-06-30

Filed2026-08-06

PTRB

PGIM ETF TR

127.96%

Shares119.2K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

10.87%

Shares51.6K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

10.30%

Shares6.9K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-10.05%

Shares103.2K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

98.00%

Shares86.0K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-9.95%

Shares9.4K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-17.26%

Shares197.1K

Event2026-06-30

Filed2026-08-06

OKTA

OKTA INC

-54.73%

Shares33.9K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

-33.45%

Shares24.5K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-11.86%

Shares13.4K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

-6.40%

Shares38.6K

Event2026-06-30

Filed2026-08-06

3M CO

1.03%

Shares27.9K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT ASSET MANAGEMENT LP

-1.96%

Shares147.1K

Event2026-06-30

Filed2026-08-06

IGF

ISHARES TR

9.61%

Shares66.4K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

4.71%

Shares104.3K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

-14.12%

Shares47.7K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

581.62%

Shares81.7K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

759.00%

Shares36.1K

Event2026-06-30

Filed2026-08-06

ITM

VANECK ETF TRUST

0.13%

Shares91.3K

Event2026-06-30

Filed2026-08-06

VONE

VANGUARD SCOTTSDALE FDS

53.68%

Shares12.7K

Event2026-06-30

Filed2026-08-06

VTHR

VANGUARD SCOTTSDALE FDS

-7.22%

Shares12.9K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

17.08%

Shares8.2K

Event2026-06-30

Filed2026-08-06

RWR

SPDR SERIES TRUST

0.00%

Shares37.6K

Event2026-06-30

Filed2026-08-06

TFSL

TFS FINL CORP

-1.42%

Shares238.6K

Event2026-06-30

Filed2026-08-06

AHH

AH RLTY TR INC

0.05%

Shares594.3K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

-13.93%

Shares142.9K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

-19.65%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IGV

ISHARES TR

-23.69%

Shares44.3K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

2.20%

Shares38.8K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

-74.13%

Shares32.4K

Event2026-06-30

Filed2026-08-06

RAMP

LIVERAMP HLDGS INC

-49.37%

Shares105.3K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

-27.32%

Shares25.2K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-7.53%

Shares33.4K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

24.71%

Shares22.1K

Event2026-06-30

Filed2026-08-06

IBDW

ISHARES TR

-0.20%

Shares185.9K

Event2026-06-30

Filed2026-08-06

TWST

TWIST BIOSCIENCE CORP

-64.94%

Shares37.6K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

-1.59%

Shares213.1K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

6.82%

Shares9.0K

Event2026-06-30

Filed2026-08-06

QQQH

NEOS ETF TRUST

0.00%

Shares66.7K

Event2026-06-30

Filed2026-08-06

CORZ

CORE SCIENTIFIC INC NEW

-12.68%

Shares143.2K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

108.29%

Shares1.8K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

0.13%

Shares66.3K

Event2026-06-30

Filed2026-08-06

UJAN

INNOVATOR ETFS TRUST

0.16%

Shares79.9K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

-0.44%

Shares12.0K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

-4.00%

Shares11.7K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

15.37%

Shares7.2K

Event2026-06-30

Filed2026-08-06

SCHH

SCHWAB STRATEGIC TR

0.02%

Shares150.3K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares16.1K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

24.54%

Shares86.5K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

44.86%

Shares45.3K

Event2026-06-30

Filed2026-08-06

CME

CME GROUP INC

7.50%

Shares16.0K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

4.27%

Shares14.9K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

-10.47%

Shares106.2K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

-6.72%

Shares9.0K

Event2026-06-30

Filed2026-08-06

AJG

GALLAGHER ARTHUR J & CO

-1.21%

Shares15.3K

Event2026-06-30

Filed2026-08-06

ROYAL BK CDA

17.36%

Shares17.0K

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD ADMIRAL FDS INC

39.50%

Shares25.5K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

6.48%

Shares15.8K

Event2026-06-30

Filed2026-08-06

IVOO

VANGUARD ADMIRAL FDS INC

4.72%

Shares26.6K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

-9.26%

Shares32.5K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

1.81%

Shares93.9K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

2.43%

Shares26.1K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

75.63%

Shares8.4K

Event2026-06-30

Filed2026-08-06

ESML

ISHARES TR

-56.56%

Shares59.5K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

-38.74%

Shares26.7K

Event2026-06-30

Filed2026-08-06

JTEK

J P MORGAN EXCHANGE TRADED F

32181.32%

Shares29.4K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

-4.49%

Shares16.2K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

23.34%

Shares12.4K

Event2026-06-30

Filed2026-08-06

CVGI

COMMERCIAL VEH GROUP INC

0.00%

Shares700.0K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

1.81%

Shares11.0K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

0.03%

Shares29.7K

Event2026-06-30

Filed2026-08-06

NDSN

NORDSON CORP

2.33%

Shares10.6K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

-20.31%

Shares18.8K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

30.75%

Shares9.2K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

25.79%

Shares9.3K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY

3.87%

Shares7.9K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-7.93%

Shares11.2K

Event2026-06-30

Filed2026-08-06

BSCQ

INVESCO EXCH TRD SLF IDX FD

-13.97%

Shares155.4K

Event2026-06-30

Filed2026-08-06

IBRX

IMMUNITYBIO INC

-1.15%

Shares341.7K

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP

40.03%

Shares6.6K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

0.12%

Shares85.3K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

45.87%

Shares2.6K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

13.76%

Shares8.3K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

4.41%

Shares46.5K

Event2026-06-30

Filed2026-08-06

RMT

ROYCE MICRO-CAP TR INC

-3.66%

Shares195.7K

Event2026-06-30

Filed2026-08-06

STT

STATE STR CORP

12.90%

Shares16.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares12.4K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

-0.47%

Shares77.0K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2726.91%

Shares15.5K

Event2026-06-30

Filed2026-08-06

VTWG

VANGUARD SCOTTSDALE FDS

0.01%

Shares9.6K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

32.98%

Shares6.4K

Event2026-06-30

Filed2026-08-06

CSQ

CALAMOS STRATEGIC TOTAL RETU

-1.97%

Shares133.6K

Event2026-06-30

Filed2026-08-06

PPG

PPG INDS INC

18.84%

Shares22.6K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

-20.67%

Shares17.8K

Event2026-06-30

Filed2026-08-06

BIP

BROOKFIELD INFRASTRUCTURE PA

-0.50%

Shares74.7K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

1.16%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

-12.33%

Shares34.8K

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

2.77%

Shares30.4K

Event2026-06-30

Filed2026-08-06

NEU

NEWMARKET CORP

0.72%

Shares3.4K

Event2026-06-30

Filed2026-08-06

LABCORP HOLDINGS INC

-0.34%

Shares9.3K

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

-5.10%

Shares97.4K

Event2026-06-30

Filed2026-08-06

VTWV

VANGUARD SCOTTSDALE FDS

0.02%

Shares13.1K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

23.03%

Shares9.9K

Event2026-06-30

Filed2026-08-06

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares54.5K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

10.36%

Shares36.7K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

6536.45%

Shares41.9K

Event2026-06-30

Filed2026-08-06

FNDB

SCHWAB STRATEGIC TR

-52.16%

Shares80.8K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

-35.67%

Shares7.4K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-26.89%

Shares23.4K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

4.54%

Shares28.6K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

-43.45%

Shares25.6K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

11.31%

Shares36.7K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

-48.58%

Shares42.3K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

-41.43%

Shares14.3K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD WORLD FD

0.02%

Shares6.5K

Event2026-06-30

Filed2026-08-06

FEZ

SPDR INDEX SHS FDS

New

Shares33.7K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

7.60%

Shares33.3K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

-15.72%

Shares7.2K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

15.73%

Shares3.5K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

8.46%

Shares38.9K

Event2026-06-30

Filed2026-08-06

SHLD

GLOBAL X FDS

45.32%

Shares37.6K

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

31.60%

Shares4.5K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

-4.63%

Shares98.0K

Event2026-06-30

Filed2026-08-06

CLX

CLOROX CO DEL

377.62%

Shares23.3K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

68.74%

Shares9.8K

Event2026-06-30

Filed2026-08-06

FCNCA

FIRST CTZNS BANCSHARES INC D

29.66%

Shares1.1K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

14.17%

Shares18.6K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

24.95%

Shares8.8K

Event2026-06-30

Filed2026-08-06

ALK

ALASKA AIR GROUP INC

-33.97%

Shares41.3K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

304.11%

Shares3.3K

Event2026-06-30

Filed2026-08-06

SHC

SOTERA HEALTH CO

1.10%

Shares118.6K

Event2026-06-30

Filed2026-08-06

BEAM

BEAM THERAPEUTICS INC

-50.00%

Shares60.6K

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

19.85%

Shares41.3K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

11.05%

Shares27.1K

Event2026-06-30

Filed2026-08-06

ADOBE INC

-53.09%

Shares10.1K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

-27.03%

Shares41.4K

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP

2.26%

Shares9.1K

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD ADMIRAL FDS INC

3330.62%

Shares24.4K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

8.93%

Shares14.7K

Event2026-06-30

Filed2026-08-06

KKR

KKR & CO INC

-10.63%

Shares21.9K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

2.82%

Shares4.3K

Event2026-06-30

Filed2026-08-06

HAS

HASBRO INC

-42.77%

Shares24.1K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

33.37%

Shares9.3K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

53.55%

Shares3.0K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

-3.70%

Shares13.2K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

20.98%

Shares3.9K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

15.76%

Shares6.7K

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

1293.91%

Shares8.7K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

131.83%

Shares10.2K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

31.72%

Shares7.3K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

8.00%

Shares25.8K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

37.67%

Shares46.0K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

-11.11%

Shares59.4K

Event2026-06-30

Filed2026-08-06

SUSA

ISHARES TR

-2.01%

Shares12.2K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

18.14%

Shares2.5K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

1541.87%

Shares3.3K

Event2026-06-30

Filed2026-08-06

SIVR

ABRDN SILVER ETF TRUST

-1.30%

Shares33.1K

Event2026-06-30

Filed2026-08-06

MICROCHIP TECHNOLOGY INC.

789.51%

Shares20.3K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

-0.84%

Shares25.0K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

-13.98%

Shares34.3K

Event2026-06-30

Filed2026-08-06

OEF

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

-1.41%

Shares16.5K

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

-5.29%

Shares6.5K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

14.14%

Shares16.3K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

21.06%

Shares4.8K

Event2026-06-30

Filed2026-08-06

NVO

NOVO-NORDISK A S

0.77%

Shares36.9K

Event2026-06-30

Filed2026-08-06

VCR

VANGUARD WORLD FD

0.02%

Shares4.5K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO

-61.35%

Shares22.7K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

1.40%

Shares32.7K

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP INC

-51.41%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

-1.36%

Shares7.6K

Event2026-06-30

Filed2026-08-06

CMG

CHIPOTLE MEXICAN GRILL INC

-20.70%

Shares50.3K

Event2026-06-30

Filed2026-08-06

IBDS

ISHARES TR

-2.30%

Shares70.6K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

-19.70%

Shares13.5K

Event2026-06-30

Filed2026-08-06

PLPC

PREFORMED LINE PRODS CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

USXF

ISHARES TR

-46.89%

Shares24.3K

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

-20.42%

Shares14.7K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

13.50%

Shares21.2K

Event2026-06-30

Filed2026-08-06

CBOE

CBOE GLOBAL MKTS INC

1.96%

Shares6.9K

Event2026-06-30

Filed2026-08-06

NAUT

NAUTILUS BIOTECHNOLOGY INC

-61.68%

Shares892.8K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

-7.45%

Shares9.9K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

26.44%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

14.49%

Shares9.9K

Event2026-06-30

Filed2026-08-06

MPWR

MONOLITHIC PWR SYS INC

23.98%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

-13.06%

Shares66.3K

Event2026-06-30

Filed2026-08-06

KNSL

KINSALE CAP GROUP INC

0.41%

Shares4.9K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

93.07%

Shares13.7K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-50.62%

Shares16.2K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

5.57%

Shares6.5K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

134.64%

Shares6.6K

Event2026-06-30

Filed2026-08-06

GDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares39.3K

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC

14.32%

Shares15.8K

Event2026-06-30

Filed2026-08-06

ACWV

ISHARES INC

-6.23%

Shares12.8K

Event2026-06-30

Filed2026-08-06

BBY

BEST BUY INC

-16.58%

Shares20.3K

Event2026-06-30

Filed2026-08-06

ESLT

ELBIT SYS LTD

93.49%

Shares2.0K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

229.98%

Shares20.2K

Event2026-06-30

Filed2026-08-06

FMNB

FARMERS NATIONAL BANC CORP

0.03%

Shares105.0K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

16.28%

Shares15.0K

Event2026-06-30

Filed2026-08-06

DLTR

DOLLAR TREE INC

8.67%

Shares12.5K

Event2026-06-30

Filed2026-08-06

UBS

UBS GROUP AG

-32.76%

Shares30.4K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

-3.66%

Shares32.5K

Event2026-06-30

Filed2026-08-06

QQQI

NEOS ETF TRUST

12.18%

Shares26.4K

Event2026-06-30

Filed2026-08-06

VFMO

VANGUARD WELLINGTON FD

2.13%

Shares6.0K

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS ETF TR

-11.49%

Shares10.5K

Event2026-06-30

Filed2026-08-06

UAUG

INNOVATOR ETFS TRUST

-0.41%

Shares35.4K

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

68.16%

Shares5.3K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

15.11%

Shares9.3K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

16.34%

Shares16.0K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INC

74.14%

Shares3.9K

Event2026-06-30

Filed2026-08-06

KVUE

KENVUE INC

-7.90%

Shares76.6K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

101.50%

Shares8.3K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

-24.65%

Shares642

Event2026-06-30

Filed2026-08-06

IBMO

ISHARES TR

-2.62%

Shares56.8K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

52.60%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

-3.78%

Shares5.7K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

62.77%

Shares23.3K

Event2026-06-30

Filed2026-08-06

TROW

PRICE T ROWE GROUP INC

-4.15%

Shares12.7K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

23.29%

Shares5.2K

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

16.63%

Shares8.4K

Event2026-06-30

Filed2026-08-06

CHKP

CHECK POINT SOFTWARE TECH LT

205.72%

Shares10.8K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY-CLARK CORP

-4.45%

Shares12.8K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

-19.74%

Shares30.9K

Event2026-06-30

Filed2026-08-06

KEX

KIRBY CORP

1.96%

Shares10.2K

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP

-31.24%

Shares69.1K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

25.18%

Shares6.5K

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL RLTY TR INC

269.34%

Shares7.6K

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

76.86%

Shares27.1K

Event2026-06-30

Filed2026-08-06

BIPC

BROOKFIELD INFRASTRUCTURE CO

-6.86%

Shares35.6K

Event2026-06-30

Filed2026-08-06

SPGP

INVESCO EXCHANGE TRADED FD T

-14.88%

Shares11.2K

Event2026-06-30

Filed2026-08-06

GSK PLC

74.17%

Shares25.9K

Event2026-06-30

Filed2026-08-06

LONZ

PIMCO ETF TR

New

Shares27.6K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

-10.55%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

1.50%

Shares23.3K

Event2026-06-30

Filed2026-08-06

IBDT

ISHARES TR

1.98%

Shares53.2K

Event2026-06-30

Filed2026-08-06

CANADIAN PACIFIC KANSAS CITY

21.42%

Shares15.5K

Event2026-06-30

Filed2026-08-06

RKT

ROCKET COS INC

5.99%

Shares84.9K

Event2026-06-30

Filed2026-08-06

SWK

STANLEY BLACK & DECKER INC

-9.31%

Shares14.2K

Event2026-06-30

Filed2026-08-06

BCAT

BLACKROCK CAP ALLOCATION TER

0.00%

Shares83.4K

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

1.02%

Shares16.1K

Event2026-06-30

Filed2026-08-06

OPK

OPKO HEALTH INC

-0.09%

Shares883.3K

Event2026-06-30

Filed2026-08-06

CORZW

CORE SCIENTIFIC INC NEW

-30.00%

Shares70.0K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

13.26%

Shares16.0K

Event2026-06-30

Filed2026-08-06

FSLR

FIRST SOLAR INC

-1.03%

Shares5.5K

Event2026-06-30

Filed2026-08-06

FULT

FULTON FINL CORP PA

29.10%

Shares53.3K

Event2026-06-30

Filed2026-08-06

MP MATERIALS CORP

189.99%

Shares23.0K

Event2026-06-30

Filed2026-08-06

EBAY

EBAY INC.

45.01%

Shares11.5K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

-2.27%

Shares9.4K

Event2026-06-30

Filed2026-08-06

BSCV

INVESCO EXCH TRD SLF IDX FD

17.82%

Shares77.9K

Event2026-06-30

Filed2026-08-06

RKLB

ROCKET LAB CORP

955.72%

Shares12.5K

Event2026-06-30

Filed2026-08-06

RBLX

ROBLOX CORP

-52.75%

Shares23.4K

Event2026-06-30

Filed2026-08-06

APOLLO GLOBAL MGMT INC

1964.04%

Shares10.7K

Event2026-06-30

Filed2026-08-06

WULF

TERAWULF INC

New

Shares51.2K

Event2026-06-30

Filed2026-08-06

SCHK

SCHWAB STRATEGIC TR

-0.36%

Shares35.0K

Event2026-06-30

Filed2026-08-06

MKL

MARKEL GROUP INC

-64.36%

Shares639

Event2026-06-30

Filed2026-08-06

KROGER CO

-20.46%

Shares22.3K

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

-2.29%

Shares24.0K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

-22.41%

Shares22.5K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

37.38%

Shares10.5K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

22.96%

Shares20.1K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

VANGUARD INDEX FDS Call CallVANGUARD INDEX FDS3.0K sharesnew addition2026-06-302026-08-06

EFA Call CallISHARES TR3.5K sharesnew addition2026-06-302026-08-06

QLD Call CallPROSHARES TR1.5K sharesnew addition2026-06-302026-08-06

XLK Call CallSELECT SECTOR SPDR TR500 sharesnew addition2026-06-302026-08-06

IGV Call CallISHARES TR700 sharesnew addition2026-06-302026-08-06

AMZN Call CallAMAZON COM INC100 sharesnew addition2026-06-302026-08-06

LBTYA Call CallLIBERTY GLOBAL LTD2.0K sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS Call

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

EFA Call

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-08-06

QLD Call

PROSHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

XLK Call

SELECT SECTOR SPDR TR

New

Shares500

Event2026-06-30

Filed2026-08-06

IGV Call

ISHARES TR

New

Shares700

Event2026-06-30

Filed2026-08-06

AMZN Call

AMAZON COM INC

New

Shares100

Event2026-06-30

Filed2026-08-06

LBTYA Call

LIBERTY GLOBAL LTD

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

Put Option Holdings

AAPL Put PutAPPLE INC4.8K shares0.00%2026-06-302026-08-06

NVDA Put PutNVIDIA CORPORATION5.0K shares0.00%2026-06-302026-08-06

GOOG Put PutALPHABET INC1.4K shares0.00%2026-06-302026-08-06

PG Put PutPROCTER & GAMBLE CO1.5K sharesnew addition2026-06-302026-08-06

IBB Put PutISHARES TR500 sharesnew addition2026-06-302026-08-06

XLK Put PutSELECT SECTOR SPDR TR400 sharesnew addition2026-06-302026-08-06

USO Put PutUNITED STS OIL FD LP400 sharesnew addition2026-06-302026-08-06

IWM Put PutISHARES TR100 sharesnew addition2026-06-302026-08-06

QLD Put PutPROSHARES TR200 sharesnew addition2026-06-302026-08-06

AAPL Put

APPLE INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

NVDA Put

NVIDIA CORPORATION

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

GOOG Put

ALPHABET INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

PG Put

PROCTER & GAMBLE CO

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

IBB Put

ISHARES TR

New

Shares500

Event2026-06-30

Filed2026-08-06

XLK Put

SELECT SECTOR SPDR TR

New

Shares400

Event2026-06-30

Filed2026-08-06

USO Put

UNITED STS OIL FD LP

New

Shares400

Event2026-06-30

Filed2026-08-06

IWM Put

ISHARES TR

New

Shares100

Event2026-06-30

Filed2026-08-06

QLD Put

PROSHARES TR

New

Shares200

Event2026-06-30

Filed2026-08-06