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The Analysis of Keystone Financial Group's Holdings & P&L

Currently, Keystone Financial Group holds 567 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in VUG (+115.1K shares, valued at $9.9M), N/A (+274.6K shares, valued at $7.7M), N/A (+84.7K shares, valued at $7.4M); decreased their positions in JQUA (-142.7K shares, valued at $10.3M), N/A (-8.1K shares, valued at $6.1M), BIDD (-173.0K shares, valued at $5.2M); initiated new positions in N/A (+274.6K shares, valued at $7.7M), ICSH (+72.5K shares, valued at $3.7M), EFA (+18.3K shares, valued at $1.9M).

1M P&L

+10.2M+0.83%

3M P&L

+43.3M+3.60%

HY P&L

+16.4M+1.33%

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/A723.7M

58.0%

2Semiconductors102.7M

8.2%

3Consumer Electronics98.0M

7.9%

Top Industries by Stock Count

1N/A272 stocks

57.1%

2Drug Manufacturers - General9 stocks

1.9%

3Semiconductors8 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC337.8K shares-0.98%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T107.8K shares-6.99%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST798.9K shares11.87%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL63.4K shares0.98%2026-06-302026-07-29

SPYG STATE STREET442.9K shares15.76%2026-06-302026-07-29

VFLO VICTORY PORTFOLIOS II1.1M shares3.07%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC80.2K shares0.01%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS122.1K shares0.64%2026-06-302026-07-29

Sponsored

NVDA NVIDIA CORPORATION200.5K shares-7.25%2026-06-302026-07-29

TSLA TESLA INC94.2K shares0.16%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST567.0K shares4.51%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC274.5K shares3.06%2026-06-302026-07-29

VOO VANGUARD INDEX FDS36.6K shares1.62%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL48.8K shares4.35%2026-06-302026-07-29

AMZN AMAZON COM INC100.2K shares1.25%2026-06-302026-07-29

BAI BLACKROCK ETF TRUST377.9K shares-9.76%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE &CO JPMORGAN CHASE &CO60.8K shares0.46%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC34.4K shares0.44%2026-06-302026-07-29

IEMG ISHARES CORE MSCI228.0K shares-20.34%2026-06-302026-07-29

MSFT MICROSOFT CORP47.5K shares-4.31%2026-06-302026-07-29

QQQ INVESCO QQQ TR23.2K shares-7.08%2026-06-302026-07-29

BUFR FIRST TR EXCHNG TRADED FD VI439.6K shares9.49%2026-06-302026-07-29

SPTL STATE STREET534.0K shares61.04%2026-06-302026-07-29

BND VANGUARD TOTAL BOND190.4K shares12.22%2026-06-302026-07-29

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GOOG ALPHABET INC37.3K shares-1.34%2026-06-302026-07-29

VTV VANGUARD VALUE INDEX59.1K shares-0.76%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY17 shares0.00%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON47.3K shares-3.21%2026-06-302026-07-29

VUG VANGUARD INDEX FDS136.6K shares536.17%2026-06-302026-07-29

GOOGL ALPHABET INC32.2K shares2.52%2026-06-302026-07-29

MTUM ISHARES MSCI USA32.9K shares-21.00%2026-06-302026-07-29

TCAF T ROWE254.1K shares-0.12%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR12.4K shares-19.63%2026-06-302026-07-29

VOOG VANGUARD S&P104.6K shares524.22%2026-06-302026-07-29

SHLD GLOBAL X139.4K shares32.19%2026-06-302026-07-29

VIG VANGUARD DIVIDEND34.6K shares5.58%2026-06-302026-07-29

ISHARES SYSTEMATIC ISHARES SYSTEMATIC274.6K sharesnew addition2026-06-302026-07-29

IVE ISHARES TR33.4K shares20.39%2026-06-302026-07-29

BLCR ISHARES LARGE149.1K shares1653.98%2026-06-302026-07-29

MLN VANECK LONG MUNI ETF413.4K shares10.15%2026-06-302026-07-29

Sponsored

VOOV VANGUARD S&P32.4K shares8.06%2026-06-302026-07-29

QUAL ISHARES TR32.1K shares8.95%2026-06-302026-07-29

THRO ISHARES U S160.3K shares-32.47%2026-06-302026-07-29

VB VANGUARD SMALL22.3K shares5.88%2026-06-302026-07-29

XMPT VANECK CEF MUNICIPAL302.0K shares11.82%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC5.8K shares36.15%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP47.9K shares-10.01%2026-06-302026-07-29

HYMB STATE STREET SPDR NUVEEN256.3K shares11.64%2026-06-302026-07-29

Sponsored

BA BOEING CO29.3K shares3.60%2026-06-302026-07-29

VO VANGUARD MID78.2K shares330.99%2026-06-302026-07-29

LOW LOWES COS INC27.3K shares3.80%2026-06-302026-07-29

ITOT ISHARES TR35.8K shares-1.38%2026-06-302026-07-29

MCD MCDONALDS CORP21.4K shares-2.34%2026-06-302026-07-29

TOTL STATE STREET DOUBLELINE141.4K shares-2.29%2026-06-302026-07-29

HEFA ISHARES CURRENCY117.3K shares-21.64%2026-06-302026-07-29

AMERICAN FUNDS WASHINGTO AMERICAN FUNDS WASHINGTO81.9K shares0.73%2026-06-302026-07-29

Sponsored

LLY ELI LILLY AND CO4.5K shares8.06%2026-06-302026-07-29

CGUS CAPITAL GROUP CORE121.8K shares56.05%2026-06-302026-07-29

PG PROCTER & GAMBLE CO36.7K shares3.21%2026-06-302026-07-29

T AT&T INC259.6K shares4.41%2026-06-302026-07-29

AMERICAN FUNDS GROWTH FU AMERICAN FUNDS GROWTH FU60.7K shares0.00%2026-06-302026-07-29

IAGG ISHARES CORE100.4K shares21.26%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS30.1K shares72.69%2026-06-302026-07-29

VONE VANGUARD RUSSELL14.0K shares18.44%2026-06-302026-07-29

Sponsored

XLF SELECT SECTOR SPDR TR87.8K shares-18.84%2026-06-302026-07-29

CVX CHEVRON CORPORATION28.0K shares-4.64%2026-06-302026-07-29

SOXX ISHARES SEMICONDUCTOR7.1K shares4.58%2026-06-302026-07-29

RSP INVESCO S&P 500 EQUAL21.2K shares0.30%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 406.4K shares0.00%2026-06-302026-07-29

CFO VICTORYSHARES US54.5K shares-21.78%2026-06-302026-07-29

WMT WALMART INC36.8K shares-0.92%2026-06-302026-07-29

DGRO ISHARES CORE53.4K shares4.40%2026-06-302026-07-29

Sponsored

XLK SELECT SECTOR SPDR TR21.0K shares9.44%2026-06-302026-07-29

AMERICAN FUNDS INCOME FU AMERICAN FUNDS INCOME FU145.7K shares0.15%2026-06-302026-07-29

USMV ISHARES MSCI USA MIN VOL41.0K shares2.22%2026-06-302026-07-29

AMERICAN FUNDS CAPITAL W AMERICAN FUNDS CAPITAL W48.5K shares0.17%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC5.2K shares-1.20%2026-06-302026-07-29

DIS DISNEY WALT CO40.8K shares5.93%2026-06-302026-07-29

JQUA JPMORGAN US53.6K shares-72.68%2026-06-302026-07-29

VIOO VANGUARD S&P28.0K shares4.63%2026-06-302026-07-29

Sponsored

DIA STATE STR SPDR DOW JONES IND7.3K shares25.54%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR M F8.0K shares8.90%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP5.9K shares12.09%2026-06-302026-07-29

IVOO VANGUARD S&P28.6K shares0.77%2026-06-302026-07-29

RDVY FIRST TRUST45.8K shares10.57%2026-06-302026-07-29

IAU ISHARES GOLD TR48.9K shares-7.06%2026-06-302026-07-29

ICSH ISHARES ULTRA72.5K sharesnew addition2026-06-302026-07-29

PM PHILIP MORRIS INTL INC20.1K shares11.94%2026-06-302026-07-29

Sponsored

ABBVIE INC ABBVIE INC14.3K shares-24.23%2026-06-302026-07-29

IONQ INC IONQ INC67.0K shares6.83%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC10.4K shares-1.80%2026-06-302026-07-29

IJR ISHARES CORE S&P23.9K shares-0.11%2026-06-302026-07-29

VCRB VANGUARD MALVERN FDS44.6K shares73.91%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR63.9K shares30.72%2026-06-302026-07-29

BIDD ISHARES INTL112.1K shares-60.67%2026-06-302026-07-29

BROADCOM INC BROADCOM INC8.9K shares7.89%2026-06-302026-07-29

Sponsored

CAT CATERPILLAR INC3.1K shares1.59%2026-06-302026-07-29

IWM ISHARES TR10.9K shares14.58%2026-06-302026-07-29

CGGR CAPITAL GROUP69.5K shares5.20%2026-06-302026-07-29

SPYV STATE STREET53.9K shares-0.02%2026-06-302026-07-29

SPMB STATE STREET144.5K shares-15.82%2026-06-302026-07-29

IJH ISHARES CORE S&P MID-CAP41.4K shares76.92%2026-06-302026-07-29

AMERICAN FUNDS AMERICAN AMERICAN FUNDS AMERICAN77.8K shares0.14%2026-06-302026-07-29

ITA ISHARES AEROSPACE13.1K shares63.16%2026-06-302026-07-29

Sponsored

IXN ISHARES GLOBAL TECH ETF21.9K shares-0.55%2026-06-302026-07-29

HD HOME DEPOT INC8.8K shares-11.78%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL I91.0K shares3.90%2026-06-302026-07-29

WFC-PL WELLS FARGO & C 7.5 PFD2.6K shares0.00%2026-06-302026-07-29

INVESCO NATIONAL INVESCO NATIONAL128.2K shares1.26%2026-06-302026-07-29

INTC INTEL CORP21.5K shares67.07%2026-06-302026-07-29

AMERICAN FUNDS CAPITAL I AMERICAN FUNDS CAPITAL I36.4K shares0.00%2026-06-302026-07-29

ABT ABBOTT LABORATORIES31.9K shares-13.44%2026-06-302026-07-29

Sponsored

CGDV CAPITAL GROUP58.2K shares3.41%2026-06-302026-07-29

JPST JPMORGAN56.2K shares55.22%2026-06-302026-07-29

LRCX LAM RESEARCH CORP6.5K shares-41.88%2026-06-302026-07-29

FLXR TCW FLEXIBLE71.6K shares55.14%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC23.8K shares7.26%2026-06-302026-07-29

KO COCA COLA CO34.4K shares0.93%2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF59.4K shares2.44%2026-06-302026-07-29

GOVT ISHARES U.S. TREASURY115.9K shares19.53%2026-06-302026-07-29

Sponsored

MRK MERCK & CO. INC.20.0K shares-14.05%2026-06-302026-07-29

NETFLIX INC NETFLIX INC35.9K shares9.68%2026-06-302026-07-29

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE26.5K shares1.93%2026-06-302026-07-29

LNC LINCOLN NATL CORP IND71.4K shares4.44%2026-06-302026-07-29

VISA INC VISA INC7.3K shares-15.47%2026-06-302026-07-29

AVDE AVANTIS INTL27.7K shares-1.70%2026-06-302026-07-29

GE GE AEROSPACE6.5K shares-0.83%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC5.4K shares278.65%2026-06-302026-07-29

Sponsored

NKE NIKE INC56.3K shares18.52%2026-06-302026-07-29

CGBL CAPITAL GROUP60.7K shares28.58%2026-06-302026-07-29

MPC MARATHON PETROLEUM8.8K shares0.10%2026-06-302026-07-29

AMERICAN FUNDS INVMT CO AMERICAN FUNDS INVMT CO32.9K shares-10.73%2026-06-302026-07-29

PEP PEPSICO INC16.2K shares-17.38%2026-06-302026-07-29

VGT VANGUARD WORLD FD18.2K shares131.23%2026-06-302026-07-29

FMB FIRST TRUST40.3K shares12.40%2026-06-302026-07-29

MGK VANGUARD MEGA CAP GROWTH23.3K shares349.48%2026-06-302026-07-29

Sponsored

CDC VICTORYSHARES U S27.3K shares-17.00%2026-06-302026-07-29

IWL ISHARES RUSSELL10.7K shares70.74%2026-06-302026-07-29

PFE PFIZER INC80.6K shares6.02%2026-06-302026-07-29

EEM ISHARES MSCI27.9K shares-25.49%2026-06-302026-07-29

EFA ISHARES MSCI EAFE ETF18.3K sharesnew addition2026-06-302026-07-29

MUB ISHARES NATIONAL17.1K shares75.79%2026-06-302026-07-29

GLD SPDR GOLD TR5.0K shares-12.49%2026-06-302026-07-29

GLW CORNING INC7.0K shares-42.24%2026-06-302026-07-29

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FVD FIRST TRUST VALUE LINE36.4K shares5.56%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II5.7K shares28.13%2026-06-302026-07-29

ZAP GLOBAL X50.3K shares45.70%2026-06-302026-07-29

XSD SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-07-29

ABNB AIRBNB INC12.0K shares2.65%2026-06-302026-07-29

KLAC KLA CORP5.6K shares902.70%2026-06-302026-07-29

SCHG SCHWAB US49.2K shares-2.58%2026-06-302026-07-29

CFA VICTORYSHARES US16.8K shares-11.41%2026-06-302026-07-29

Sponsored

BINC ISHARES FLEXIBLE31.5K shares-47.77%2026-06-302026-07-29

IUSG ISHARES S&P8.7K shares-2.93%2026-06-302026-07-29

IJT ISHARES S&P9.2K sharesnew addition2026-06-302026-07-29

IBM INTL BUSINESS5.8K shares1.20%2026-06-302026-07-29

IQLT ISHARES MSCI32.7K shares0.99%2026-06-302026-07-29

IYM ISHARES U S9.0K sharesnew addition2026-06-302026-07-29

FYX FIRST TRUST11.2K shares-2.91%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW12.6K shares5.73%2026-06-302026-07-29

Sponsored

LMT LOCKHEED MARTIN CORP3.1K shares-6.48%2026-06-302026-07-29

XAR STATE STREER5.5K shares12.38%2026-06-302026-07-29

VEU VANGUARD FTSE18.4K shares-3.34%2026-06-302026-07-29

IJK ISHARES S&P MID-CAP 40013.1K sharesnew addition2026-06-302026-07-29

ENB ENBRIDGE INC28.3K shares7.11%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC22.4K shares16.85%2026-06-302026-07-29

PAVE GLOBAL X25.7K shares45.01%2026-06-302026-07-29

BAC BANK OF AMERICA CORP26.5K shares-2.44%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares3.31%2026-06-302026-07-29

SPDW STATE STREET29.4K shares2.05%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC16.8K shares0.76%2026-06-302026-07-29

DE DEERE & CO2.3K shares0.09%2026-06-302026-07-29

IJS ISHARES S&P10.4K shares-43.90%2026-06-302026-07-29

VSDA VICTORYSHARES DIVIDEND24.1K shares1.03%2026-06-302026-07-29

IJJ ISHARES S&P9.4K sharesnew addition2026-06-302026-07-29

FTSM FIRST TRUST23.3K shares41.21%2026-06-302026-07-29

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VZ VERIZON COMMUNICATIONS INC32.7K shares13.20%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR30.4K shares-40.81%2026-06-302026-07-29

VEA VANGUARD FTSE19.2K shares11.44%2026-06-302026-07-29

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP14.4K sharesnew addition2026-06-302026-07-29

SPTM STATE STREET15.0K shares47.05%2026-06-302026-07-29

3M CO 3M CO8.4K shares-0.83%2026-06-302026-07-29

FNX FIRST TRUST9.1K sharesnew addition2026-06-302026-07-29

BILS STATE STREET13.3K shares8.11%2026-06-302026-07-29

Sponsored

SOUTHERN COMPANY SOUTHERN COMPANY13.7K shares-0.08%2026-06-302026-07-29

VFVA VANGUARD US8.8K shares0.81%2026-06-302026-07-29

UL UNILEVER PLC21.4K shares4.73%2026-06-302026-07-29

NIE VIRTUS EQUITY47.8K shares2.29%2026-06-302026-07-29

ALB-PA ALBEMARLE CORP23.0K shares-14.48%2026-06-302026-07-29

MGV VANGUARD MEGA7.8K shares19.78%2026-06-302026-07-29

XBI STATE STREET8.1K sharesnew addition2026-06-302026-07-29

GRID FIRST TRUST6.6K shares19.33%2026-06-302026-07-29

Sponsored

MO ALTRIA GROUP17.5K shares33.98%2026-06-302026-07-29

VFMV VANGUARD US9.0K shares-1.96%2026-06-302026-07-29

BTI BRITISH AMERN20.1K shares4.56%2026-06-302026-07-29

AMERICAN FUNDS NEW ECONO AMERICAN FUNDS NEW ECONO13.6K shares0.00%2026-06-302026-07-29

QCOM QUALCOMM INC6.4K shares0.00%2026-06-302026-07-29

VXUS VANGUARD TOTAL13.9K shares-4.71%2026-06-302026-07-29

IP INTL PAPER30.7K shares-0.32%2026-06-302026-07-29

RH RH7.1K shares12.59%2026-06-302026-07-29

Sponsored

TOST TOAST INC41.2K shares14.91%2026-06-302026-07-29

VV VANGUARD LARGE3.3K shares4.43%2026-06-302026-07-29

FDX FEDEX CORP3.6K shares0.03%2026-06-302026-07-29

B BARRICK MINING30.7K shares-1.27%2026-06-302026-07-29

KMB KIMBERLY CLARK10.3K shares2.35%2026-06-302026-07-29

XTN STATE STREET9.6K sharesnew addition2026-06-302026-07-29

AMERICAN FUNDS NEW WORLD AMERICAN FUNDS NEW WORLD10.2K shares0.00%2026-06-302026-07-29

MOAT VANECK MORNINGSTAR10.6K shares-0.16%2026-06-302026-07-29

Sponsored

XLV SELECT SECTOR SPDR TR6.9K shares2.51%2026-06-302026-07-29

SLYV STATE STREET10.1K shares-1.75%2026-06-302026-07-29

MDYV STATE STREET11.5K shares-0.36%2026-06-302026-07-29

QYLD GLOBAL X58.0K shares0.23%2026-06-302026-07-29

CLX CLOROX COMPANY11.1K shares0.02%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.4K shares-2.95%2026-06-302026-07-29

FTCS FIRST TRUST CAPITAL11.2K shares-5.15%2026-06-302026-07-29

ORACLE CORP ORACLE CORP7.1K shares3.18%2026-06-302026-07-29

Sponsored

UBER UBER TECHNOLOGIES INC14.4K shares90.76%2026-06-302026-07-29

TJX TJX COS INC NEW6.8K shares0.10%2026-06-302026-07-29

NSC NORFOLK SOUTHERN3.2K shares-45.44%2026-06-302026-07-29

APAM ARTISAN PARTNERS29.1K shares5.63%2026-06-302026-07-29

AEP AMERICAN ELECTRIC7.3K shares-33.38%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF30.0K shares-0.02%2026-06-302026-07-29

BK BANK NEW YORK MELLON COR6.9K shares-1.15%2026-06-302026-07-29

MGC VANGUARD MEGA3.6K shares120.95%2026-06-302026-07-29

Sponsored

SLV ISHARES SILVER TR18.3K shares-43.13%2026-06-302026-07-29

FV FIRST TRUST12.9K shares-0.18%2026-06-302026-07-29

JAAA JANUS HENDERSON19.3K shares-6.48%2026-06-302026-07-29

VONG VANGUARD RUSSELL7.5K shares-0.63%2026-06-302026-07-29

USB U S BANCORP DE15.6K shares-5.01%2026-06-302026-07-29

TEVA TEVA PHARMACEUTICAL27.5K shares-9.84%2026-06-302026-07-29

AIQ GLOBAL X14.2K shares-16.98%2026-06-302026-07-29

TXN TEXAS INSTRS INC3.1K shares41.22%2026-06-302026-07-29

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JHMD JOHN HANCOCK20.3K shares-1.22%2026-06-302026-07-29

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UPS UNITED PARCEL SVCS INC8.2K shares-13.68%2026-06-302026-07-29

BOTZ GLOBAL X23.2K shares5.19%2026-06-302026-07-29

CIBR FIRST TRUST9.7K shares46.46%2026-06-302026-07-29

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GEV GE VERNOVA INC730 shares-1.22%2026-06-302026-07-29

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FTV FORTIVE CORP13.7K shares-0.15%2026-06-302026-07-29

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FDL FIRST TR EXCHANGE-TRADED FD16.9K shares0.00%2026-06-302026-07-29

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CGCB CAPITAL GROUP31.3K shares4.40%2026-06-302026-07-29

EFG ISHARES MSCI EAFE GROWTH6.6K shares42.01%2026-06-302026-07-29

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SIZE ISHARES MSCI USA SIZE4.4K shares0.00%2026-06-302026-07-29

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EFV ISHARES MSCI9.5K shares56.55%2026-06-302026-07-29

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HIMS HIMS & HERS20.5K shares25.78%2026-06-302026-07-29

TCAL T ROWE31.9K shares123.55%2026-06-302026-07-29

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METROPOLITAN WASH 6.5 41 METROPOLITAN WASH 6.5 41675.0K shares0.00%2026-06-302026-07-29

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VCIT VANGUARD INTERMEDIATE7.5K shares5.88%2026-06-302026-07-29

ASML ASML HOLDING309 shares-18.04%2026-06-302026-07-29

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PARAMOUNT SKYDANCE PARAMOUNT SKYDANCE20.0K shares-0.26%2026-06-302026-07-29

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NEW YORK N Y CIT 5.25 52 NEW YORK N Y CIT 5.25 52250.0K shares0.00%2026-06-302026-07-29

GRAND RAPIDS MICH 5 49 GRAND RAPIDS MICH 5 49250.0K shares0.00%2026-06-302026-07-29

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Sponsored

AMERICAN FUNDS NEW PERSP AMERICAN FUNDS NEW PERSP3.3K shares0.00%2026-06-302026-07-29

COP CONOCOPHILLIPS2.4K shares-19.40%2026-06-302026-07-29

NSRGY NESTLE S A F2.4K shares0.00%2026-06-302026-07-29

SPHY STATE STREET10.5K shares0.00%2026-06-302026-07-29

PPG PPG INDUSTRIES2.0K shares-1.38%2026-06-302026-07-29

BKNG BOOKING HOLDINGS1.4K sharesnew addition2026-06-302026-07-29

BUG GLOBAL X6.3K sharesnew addition2026-06-302026-07-29

NRIM NORTHRIM BANCORP INC8.7K sharesnew addition2026-06-302026-07-29

Sponsored

ROBO ROBO GLOBAL2.8K sharesnew addition2026-06-302026-07-29

NEA NUVEEN AMT20.4K shares0.00%2026-06-302026-07-29

ODFL OLD DOMINION FREIGHT LIN1.1K sharesnew addition2026-06-302026-07-29

EBS EMERGENT BIOSOLUTIONS28.5K shares-1.04%2026-06-302026-07-29

JHANCOCK BOND I JHANCOCK BOND I17.5K sharesnew addition2026-06-302026-07-29

SPHQ INVESCO S&P2.6K shares-4.54%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC1.2K shares-0.40%2026-06-302026-07-29

NOV NOV INC12.6K shares-5.93%2026-06-302026-07-29

Sponsored

CDL VICTORYSHARES US3.0K shares0.00%2026-06-302026-07-29

IGV ISHARES EXPANDED2.6K sharesnew addition2026-06-302026-07-29

BSCQ INVESCO BULLETSHARES11.8K shares3.49%2026-06-302026-07-29

SONO SONOS INC16.9K shares-0.85%2026-06-302026-07-29

AAPL

APPLE INC

-0.98%

Shares337.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-6.99%

Shares107.8K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

11.87%

Shares798.9K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

0.98%

Shares63.4K

Event2026-06-30

Filed2026-07-29

SPYG

STATE STREET

15.76%

Shares442.9K

Event2026-06-30

Filed2026-07-29

VFLO

VICTORY PORTFOLIOS II

3.07%

Shares1.1M

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

0.01%

Shares80.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.64%

Shares122.1K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-7.25%

Shares200.5K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

0.16%

Shares94.2K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

4.51%

Shares567.0K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

3.06%

Shares274.5K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

1.62%

Shares36.6K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.35%

Shares48.8K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

1.25%

Shares100.2K

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

-9.76%

Shares377.9K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE &CO

0.46%

Shares60.8K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.44%

Shares34.4K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES CORE MSCI

-20.34%

Shares228.0K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-4.31%

Shares47.5K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-7.08%

Shares23.2K

Event2026-06-30

Filed2026-07-29

BUFR

FIRST TR EXCHNG TRADED FD VI

9.49%

Shares439.6K

Event2026-06-30

Filed2026-07-29

SPTL

STATE STREET

61.04%

Shares534.0K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD TOTAL BOND

12.22%

Shares190.4K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.34%

Shares37.3K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD VALUE INDEX

-0.76%

Shares59.1K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY

0.00%

Shares17

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-3.21%

Shares47.3K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

536.17%

Shares136.6K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

2.52%

Shares32.2K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES MSCI USA

-21.00%

Shares32.9K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE

-0.12%

Shares254.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-19.63%

Shares12.4K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD S&P

524.22%

Shares104.6K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X

32.19%

Shares139.4K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD DIVIDEND

5.58%

Shares34.6K

Event2026-06-30

Filed2026-07-29

ISHARES SYSTEMATIC

New

Shares274.6K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

20.39%

Shares33.4K

Event2026-06-30

Filed2026-07-29

BLCR

ISHARES LARGE

1653.98%

Shares149.1K

Event2026-06-30

Filed2026-07-29

MLN

VANECK LONG MUNI ETF

10.15%

Shares413.4K

Event2026-06-30

Filed2026-07-29

VOOV

VANGUARD S&P

8.06%

Shares32.4K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

8.95%

Shares32.1K

Event2026-06-30

Filed2026-07-29

THRO

ISHARES U S

-32.47%

Shares160.3K

Event2026-06-30

Filed2026-07-29

VANGUARD SMALL

5.88%

Shares22.3K

Event2026-06-30

Filed2026-07-29

XMPT

VANECK CEF MUNICIPAL

11.82%

Shares302.0K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

36.15%

Shares5.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-10.01%

Shares47.9K

Event2026-06-30

Filed2026-07-29

HYMB

STATE STREET SPDR NUVEEN

11.64%

Shares256.3K

Event2026-06-30

Filed2026-07-29

BOEING CO

3.60%

Shares29.3K

Event2026-06-30

Filed2026-07-29

VANGUARD MID

330.99%

Shares78.2K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

3.80%

Shares27.3K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-1.38%

Shares35.8K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-2.34%

Shares21.4K

Event2026-06-30

Filed2026-07-29

TOTL

STATE STREET DOUBLELINE

-2.29%

Shares141.4K

Event2026-06-30

Filed2026-07-29

HEFA

ISHARES CURRENCY

-21.64%

Shares117.3K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS WASHINGTO

0.73%

Shares81.9K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY AND CO

8.06%

Shares4.5K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE

56.05%

Shares121.8K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

3.21%

Shares36.7K

Event2026-06-30

Filed2026-07-29

AT&T INC

4.41%

Shares259.6K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS GROWTH FU

0.00%

Shares60.7K

Event2026-06-30

Filed2026-07-29

IAGG

ISHARES CORE

21.26%

Shares100.4K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

72.69%

Shares30.1K

Event2026-06-30

Filed2026-07-29

VONE

VANGUARD RUSSELL

18.44%

Shares14.0K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-18.84%

Shares87.8K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-4.64%

Shares28.0K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES SEMICONDUCTOR

4.58%

Shares7.1K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO S&P 500 EQUAL

0.30%

Shares21.2K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

CFO

VICTORYSHARES US

-21.78%

Shares54.5K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-0.92%

Shares36.8K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES CORE

4.40%

Shares53.4K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

9.44%

Shares21.0K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS INCOME FU

0.15%

Shares145.7K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES MSCI USA MIN VOL

2.22%

Shares41.0K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS CAPITAL W

0.17%

Shares48.5K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-1.20%

Shares5.2K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

5.93%

Shares40.8K

Event2026-06-30

Filed2026-07-29

JQUA

JPMORGAN US

-72.68%

Shares53.6K

Event2026-06-30

Filed2026-07-29

VIOO

VANGUARD S&P

4.63%

Shares28.0K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

25.54%

Shares7.3K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR M F

8.90%

Shares8.0K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

12.09%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IVOO

VANGUARD S&P

0.77%

Shares28.6K

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TRUST

10.57%

Shares45.8K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-7.06%

Shares48.9K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES ULTRA

New

Shares72.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

11.94%

Shares20.1K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-24.23%

Shares14.3K

Event2026-06-30

Filed2026-07-29

IONQ INC

6.83%

Shares67.0K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-1.80%

Shares10.4K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES CORE S&P

-0.11%

Shares23.9K

Event2026-06-30

Filed2026-07-29

VCRB

VANGUARD MALVERN FDS

73.91%

Shares44.6K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

30.72%

Shares63.9K

Event2026-06-30

Filed2026-07-29

BIDD

ISHARES INTL

-60.67%

Shares112.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

7.89%

Shares8.9K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

1.59%

Shares3.1K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

14.58%

Shares10.9K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP

5.20%

Shares69.5K

Event2026-06-30

Filed2026-07-29

SPYV

STATE STREET

-0.02%

Shares53.9K

Event2026-06-30

Filed2026-07-29

SPMB

STATE STREET

-15.82%

Shares144.5K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES CORE S&P MID-CAP

76.92%

Shares41.4K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS AMERICAN

0.14%

Shares77.8K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES AEROSPACE

63.16%

Shares13.1K

Event2026-06-30

Filed2026-07-29

IXN

ISHARES GLOBAL TECH ETF

-0.55%

Shares21.9K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-11.78%

Shares8.8K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL I

3.90%

Shares91.0K

Event2026-06-30

Filed2026-07-29

WFC-PL

WELLS FARGO & C 7.5 PFD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

INVESCO NATIONAL

1.26%

Shares128.2K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

67.07%

Shares21.5K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS CAPITAL I

0.00%

Shares36.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-13.44%

Shares31.9K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP

3.41%

Shares58.2K

Event2026-06-30

Filed2026-07-29

JPST

JPMORGAN

55.22%

Shares56.2K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

-41.88%

Shares6.5K

Event2026-06-30

Filed2026-07-29

FLXR

TCW FLEXIBLE

55.14%

Shares71.6K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

7.26%

Shares23.8K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.93%

Shares34.4K

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

2.44%

Shares59.4K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES U.S. TREASURY

19.53%

Shares115.9K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO. INC.

-14.05%

Shares20.0K

Event2026-06-30

Filed2026-07-29

NETFLIX INC

9.68%

Shares35.9K

Event2026-06-30

Filed2026-07-29

ISHARES CORE MSCI EAFE

1.93%

Shares26.5K

Event2026-06-30

Filed2026-07-29

LNC

LINCOLN NATL CORP IND

4.44%

Shares71.4K

Event2026-06-30

Filed2026-07-29

VISA INC

-15.47%

Shares7.3K

Event2026-06-30

Filed2026-07-29

AVDE

AVANTIS INTL

-1.70%

Shares27.7K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-0.83%

Shares6.5K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

278.65%

Shares5.4K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

18.52%

Shares56.3K

Event2026-06-30

Filed2026-07-29

CGBL

CAPITAL GROUP

28.58%

Shares60.7K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETROLEUM

0.10%

Shares8.8K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS INVMT CO

-10.73%

Shares32.9K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-17.38%

Shares16.2K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

131.23%

Shares18.2K

Event2026-06-30

Filed2026-07-29

FMB

FIRST TRUST

12.40%

Shares40.3K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD MEGA CAP GROWTH

349.48%

Shares23.3K

Event2026-06-30

Filed2026-07-29

CDC

VICTORYSHARES U S

-17.00%

Shares27.3K

Event2026-06-30

Filed2026-07-29

IWL

ISHARES RUSSELL

70.74%

Shares10.7K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

6.02%

Shares80.6K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES MSCI

-25.49%

Shares27.9K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES MSCI EAFE ETF

New

Shares18.3K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES NATIONAL

75.79%

Shares17.1K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-12.49%

Shares5.0K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-42.24%

Shares7.0K

Event2026-06-30

Filed2026-07-29

FVD

FIRST TRUST VALUE LINE

5.56%

Shares36.4K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

28.13%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ZAP

GLOBAL X

45.70%

Shares50.3K

Event2026-06-30

Filed2026-07-29

XSD

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

2.65%

Shares12.0K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

902.70%

Shares5.6K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB US

-2.58%

Shares49.2K

Event2026-06-30

Filed2026-07-29

CFA

VICTORYSHARES US

-11.41%

Shares16.8K

Event2026-06-30

Filed2026-07-29

BINC

ISHARES FLEXIBLE

-47.77%

Shares31.5K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES S&P

-2.93%

Shares8.7K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES S&P

New

Shares9.2K

Event2026-06-30

Filed2026-07-29

IBM

INTL BUSINESS

1.20%

Shares5.8K

Event2026-06-30

Filed2026-07-29

IQLT

ISHARES MSCI

0.99%

Shares32.7K

Event2026-06-30

Filed2026-07-29

IYM

ISHARES U S

New

Shares9.0K

Event2026-06-30

Filed2026-07-29

FYX

FIRST TRUST

-2.91%

Shares11.2K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

5.73%

Shares12.6K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-6.48%

Shares3.1K

Event2026-06-30

Filed2026-07-29

XAR

STATE STREER

12.38%

Shares5.5K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD FTSE

-3.34%

Shares18.4K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES S&P MID-CAP 400

New

Shares13.1K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

7.11%

Shares28.3K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

16.85%

Shares22.4K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X

45.01%

Shares25.7K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMERICA CORP

-2.44%

Shares26.5K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

3.31%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SPDW

STATE STREET

2.05%

Shares29.4K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

0.76%

Shares16.8K

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES S&P

-43.90%

Shares10.4K

Event2026-06-30

Filed2026-07-29

VSDA

VICTORYSHARES DIVIDEND

1.03%

Shares24.1K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES S&P

New

Shares9.4K

Event2026-06-30

Filed2026-07-29

FTSM

FIRST TRUST

41.21%

Shares23.3K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

13.20%

Shares32.7K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-40.81%

Shares30.4K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD FTSE

11.44%

Shares19.2K

Event2026-06-30

Filed2026-07-29

ON SEMICONDUCTOR CORP

New

Shares14.4K

Event2026-06-30

Filed2026-07-29

SPTM

STATE STREET

47.05%

Shares15.0K

Event2026-06-30

Filed2026-07-29

3M CO

-0.83%

Shares8.4K

Event2026-06-30

Filed2026-07-29

FNX

FIRST TRUST

New

Shares9.1K

Event2026-06-30

Filed2026-07-29

BILS

STATE STREET

8.11%

Shares13.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN COMPANY

-0.08%

Shares13.7K

Event2026-06-30

Filed2026-07-29

VFVA

VANGUARD US

0.81%

Shares8.8K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

4.73%

Shares21.4K

Event2026-06-30

Filed2026-07-29

NIE

VIRTUS EQUITY

2.29%

Shares47.8K

Event2026-06-30

Filed2026-07-29

ALB-PA

ALBEMARLE CORP

-14.48%

Shares23.0K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD MEGA

19.78%

Shares7.8K

Event2026-06-30

Filed2026-07-29

XBI

STATE STREET

New

Shares8.1K

Event2026-06-30

Filed2026-07-29

GRID

FIRST TRUST

19.33%

Shares6.6K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP

33.98%

Shares17.5K

Event2026-06-30

Filed2026-07-29

VFMV

VANGUARD US

-1.96%

Shares9.0K

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN

4.56%

Shares20.1K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS NEW ECONO

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD TOTAL

-4.71%

Shares13.9K

Event2026-06-30

Filed2026-07-29

INTL PAPER

-0.32%

Shares30.7K

Event2026-06-30

Filed2026-07-29

12.59%

Shares7.1K

Event2026-06-30

Filed2026-07-29

TOST

TOAST INC

14.91%

Shares41.2K

Event2026-06-30

Filed2026-07-29

VANGUARD LARGE

4.43%

Shares3.3K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-29

BARRICK MINING

-1.27%

Shares30.7K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY CLARK

2.35%

Shares10.3K

Event2026-06-30

Filed2026-07-29

XTN

STATE STREET

New

Shares9.6K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS NEW WORLD

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-29

MOAT

VANECK MORNINGSTAR

-0.16%

Shares10.6K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

2.51%

Shares6.9K

Event2026-06-30

Filed2026-07-29

SLYV

STATE STREET

-1.75%

Shares10.1K

Event2026-06-30

Filed2026-07-29

MDYV

STATE STREET

-0.36%

Shares11.5K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X

0.23%

Shares58.0K

Event2026-06-30

Filed2026-07-29

CLX

CLOROX COMPANY

0.02%

Shares11.1K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

-2.95%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FTCS

FIRST TRUST CAPITAL

-5.15%

Shares11.2K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

3.18%

Shares7.1K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

90.76%

Shares14.4K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.10%

Shares6.8K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHERN

-45.44%

Shares3.2K

Event2026-06-30

Filed2026-07-29

APAM

ARTISAN PARTNERS

5.63%

Shares29.1K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELECTRIC

-33.38%

Shares7.3K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-0.02%

Shares30.0K

Event2026-06-30

Filed2026-07-29

BANK NEW YORK MELLON COR

-1.15%

Shares6.9K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD MEGA

120.95%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

-43.13%

Shares18.3K

Event2026-06-30

Filed2026-07-29

FIRST TRUST

-0.18%

Shares12.9K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS HENDERSON

-6.48%

Shares19.3K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD RUSSELL

-0.63%

Shares7.5K

Event2026-06-30

Filed2026-07-29

USB

U S BANCORP DE

-5.01%

Shares15.6K

Event2026-06-30

Filed2026-07-29

TEVA

TEVA PHARMACEUTICAL

-9.84%

Shares27.5K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X

-16.98%

Shares14.2K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

41.22%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SDVY

FIRST TRUST SMID CAP

0.59%

Shares21.5K

Event2026-06-30

Filed2026-07-29

HIMU

ISHARES HIGH

-1.36%

Shares18.4K

Event2026-06-30

Filed2026-07-29

VTHR

VANGUARD RUSSELL

4.97%

Shares2.7K

Event2026-06-30

Filed2026-07-29

JHMD

JOHN HANCOCK

-1.22%

Shares20.3K

Event2026-06-30

Filed2026-07-29

DNP

DNP SELECT

0.24%

Shares82.6K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-13.68%

Shares8.2K

Event2026-06-30

Filed2026-07-29

BOTZ

GLOBAL X

5.19%

Shares23.2K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TRUST

46.46%

Shares9.7K

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB FUNDAMENTAL

-6.79%

Shares16.5K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-1.22%

Shares730

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS

11.63%

Shares2.5K

Event2026-06-30

Filed2026-07-29

FTV

FORTIVE CORP

-0.15%

Shares13.7K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS

-20.31%

Shares828

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

9.08%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SPSM

STATE STREET SPDR

1.64%

Shares14.4K

Event2026-06-30

Filed2026-07-29

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-29

CGCB

CAPITAL GROUP

4.40%

Shares31.3K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES MSCI EAFE GROWTH

42.01%

Shares6.6K

Event2026-06-30

Filed2026-07-29

EMLP

FIRST TR EXCHANGE-TRADED FD

0.26%

Shares18.6K

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD ESG

14.44%

Shares6.1K

Event2026-06-30

Filed2026-07-29

RAL

RALLIANT CORP

-0.62%

Shares10.9K

Event2026-06-30

Filed2026-07-29

WASTE MANAGEMENT

-4.88%

Shares3.6K

Event2026-06-30

Filed2026-07-29

QQQI

NEOS NASDAQ

-5.14%

Shares13.8K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD FTSE EMERGING

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-29

SIZE

ISHARES MSCI USA SIZE

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

-0.06%

Shares9.4K

Event2026-06-30

Filed2026-07-29

SPTS

STATE STREET

41.47%

Shares26.8K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

67.51%

Shares24.1K

Event2026-06-30

Filed2026-07-29

DEO

DIAGEO PLC

1.48%

Shares9.4K

Event2026-06-30

Filed2026-07-29

TRAVELERS COS

3.44%

Shares2.3K

Event2026-06-30

Filed2026-07-29

REALTY INCOME

2.54%

Shares12.0K

Event2026-06-30

Filed2026-07-29

COWZ

PACER US CASH COWS 100

8.50%

Shares12.0K

Event2026-06-30

Filed2026-07-29

CGMU

CAPITAL GROUP

1.70%

Shares27.1K

Event2026-06-30

Filed2026-07-29

XNTK

STATE STREET

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-0.88%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CTBI

COMMUNITY TR BANCORP INC

38.80%

Shares10.1K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES MSCI

56.55%

Shares9.5K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

17.12%

Shares8.7K

Event2026-06-30

Filed2026-07-29

HIMS

HIMS & HERS

25.78%

Shares20.5K

Event2026-06-30

Filed2026-07-29

TCAL

T ROWE

123.55%

Shares31.9K

Event2026-06-30

Filed2026-07-29

BLACKBERRY LTD

0.00%

Shares55.9K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

71.73%

Shares984

Event2026-06-30

Filed2026-07-29

RTX CORP

-0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-29

TMFC

MOTLEY FOOL

-2.26%

Shares9.1K

Event2026-06-30

Filed2026-07-29

NEAR

ISHARES SHORT DURATION

0.78%

Shares13.6K

Event2026-06-30

Filed2026-07-29

KROGER CO

14.62%

Shares12.4K

Event2026-06-30

Filed2026-07-29

METROPOLITAN WASH 6.5 41

0.00%

Shares675.0K

Event2026-06-30

Filed2026-07-29

OLLI

OLLIES BARGAIN OUTLET HL

-0.11%

Shares8.9K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DKNG

DRAFTKINGS INC NEW

-11.50%

Shares26.6K

Event2026-06-30

Filed2026-07-29

TFLO

ISHARES TREASURY

0.90%

Shares13.3K

Event2026-06-30

Filed2026-07-29

XSOE

WISDOMTREE EMERGING

0.01%

Shares13.5K

Event2026-06-30

Filed2026-07-29

SPMD

STATE STREET

3.01%

Shares9.8K

Event2026-06-30

Filed2026-07-29

XLG

INVESCO S&P

-14.98%

Shares10.8K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

11.16%

Shares2.7K

Event2026-06-30

Filed2026-07-29

ARWR

ARROWHEAD PHARMACEUTICAL

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES S&P

103.33%

Shares11.6K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES 0-3

New

Shares6.3K

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

-0.74%

Shares1.6K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD INTERMEDIATE

5.88%

Shares7.5K

Event2026-06-30

Filed2026-07-29

ASML

ASML HOLDING

-18.04%

Shares309

Event2026-06-30

Filed2026-07-29

PRME

PRIME MEDICINE

0.30%

Shares166.5K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO S&P

0.87%

Shares8.1K

Event2026-06-30

Filed2026-07-29

SLB

SLB LTD

-13.42%

Shares13.0K

Event2026-06-30

Filed2026-07-29

PULS

PGIM ULTRA

68.80%

Shares12.2K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-79.28%

Shares4.4K

Event2026-06-30

Filed2026-07-29

GS FIN CORP. 0 26

0.00%

Shares500.0K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

QEFA

STATE STREET

0.28%

Shares6.0K

Event2026-06-30

Filed2026-07-29

GRAND PARKWAY TR 5.85 47

0.00%

Shares550.0K

Event2026-06-30

Filed2026-07-29

RGTI

RIGETTI COMPUTING

0.34%

Shares29.5K

Event2026-06-30

Filed2026-07-29

EFAV

ISHARES MSCI EAFE MIN

-4.50%

Shares6.5K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY TOTAL

-0.57%

Shares12.5K

Event2026-06-30

Filed2026-07-29

UITB

VICTORYSHARES CORE

-0.20%

Shares12.1K

Event2026-06-30

Filed2026-07-29

PARAMOUNT SKYDANCE

-0.26%

Shares20.0K

Event2026-06-30

Filed2026-07-29

PEBO

PEOPLES BANCORP INC

1.27%

Shares14.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

68.60%

Shares580

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-24.34%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NEW YORK N Y CITY T 5 43

0.00%

Shares500.0K

Event2026-06-30

Filed2026-07-29

RLY

STATE STREET

-15.43%

Shares15.7K

Event2026-06-30

Filed2026-07-29

BDX

BECTON DICKINSON

0.76%

Shares3.6K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

11.01%

Shares4.6K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES PREFERRED AND

8.32%

Shares17.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN

14.09%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SCHWAB GOVERNMENT MONEY

-4.76%

Shares530.9K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES 10-20YR

99.28%

Shares5.3K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

7.22%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ALPS SECTOR DIVIDEND

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES INTL

6.85%

Shares12.5K

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

11.31%

Shares1.8K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES 20 YEAR

-0.37%

Shares5.9K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES

100.66%

Shares5.5K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

-7.01%

Shares2.7K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD EXTENDED MARKET

79.91%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FFLC

FIDELITY FUNDAMENTAL

98.80%

Shares8.5K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

13.92%

Shares8.6K

Event2026-06-30

Filed2026-07-29

SWK

STANLEY BLACK

-13.16%

Shares5.2K

Event2026-06-30

Filed2026-07-29

CGXU

CAPITAL GROUP

2.09%

Shares14.1K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL

-45.30%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BF.B

BROWN FORMAN CORP CL B

0.94%

Shares18.3K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-0.27%

Shares4.1K

Event2026-06-30

Filed2026-07-29

VLU

STATE STREET

-0.78%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ATI INC

-15.22%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINANCIAL

-8.16%

Shares9.6K

Event2026-06-30

Filed2026-07-29

DTCR

GLOBAL X

17.57%

Shares15.7K

Event2026-06-30

Filed2026-07-29

SPYI

NEOS S&P

17.48%

Shares8.9K

Event2026-06-30

Filed2026-07-29

SPBO

STATE STREET

18.52%

Shares15.8K

Event2026-06-30

Filed2026-07-29

QEMM

STATE STREET

2.40%

Shares5.7K

Event2026-06-30

Filed2026-07-29

VST

VISTRA CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

FVC

FIRST TR EXCHANGE TRADED FD

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB INTERNATIONAL

-1.10%

Shares16.2K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

41.01%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER

1.51%

Shares876

Event2026-06-30

Filed2026-07-29

TROW

T ROWE

6.92%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SGI

SOMNIGROUP INTERNATIONAL

-2.61%

Shares5.6K

Event2026-06-30

Filed2026-07-29

RKLB

ROCKET LAB CORP

-29.69%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ETB

EATON VANCE

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-29

AVUV

AVANTIS U S

-5.58%

Shares3.5K

Event2026-06-30

Filed2026-07-29

OUNZ

VANECK MERK

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES BIOTECHNOLOGY

-3.18%

Shares2.3K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELECTRIC

-27.89%

Shares3.0K

Event2026-06-30

Filed2026-07-29

TUSI

TOUCHSTONE ULTRA

New

Shares16.8K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

12.70%

Shares8.1K

Event2026-06-30

Filed2026-07-29

FXI

ISHARES CHINA LARGE-CAP

29.42%

Shares13.2K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUNICIPAL

0.05%

Shares8.2K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

30.49%

Shares5.3K

Event2026-06-30

Filed2026-07-29

XOVR

ERSHARES PRIVATE-PUBLIC

New

Shares19.5K

Event2026-06-30

Filed2026-07-29

GSK PLC

-5.18%

Shares7.8K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

49.70%

Shares4.0K

Event2026-06-30

Filed2026-07-29

BUD

ANHEUSER BUSCH INBEV S F

0.22%

Shares4.9K

Event2026-06-30

Filed2026-07-29

FPE

FIRST TRUST

8.22%

Shares22.7K

Event2026-06-30

Filed2026-07-29

XYLD

GLOBAL X

New

Shares9.9K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TRUST DOW JONES

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CORP

PIMCO INVESTMENT GRADE

0.80%

Shares4.1K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP OH

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

66.97%

Shares4.0K

Event2026-06-30

Filed2026-07-29

ADOBE INC

4.86%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES CORE

0.35%

Shares8.6K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

New

Shares5.5K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

42.82%

Shares8.2K

Event2026-06-30

Filed2026-07-29

WSC

WILLSCOT HOLDINGS

0.03%

Shares13.6K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES

13.87%

Shares977

Event2026-06-30

Filed2026-07-29

SMH

VANECK SEMICONDUCTOR

12.24%

Shares587

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

7.82%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IFF

INTL FLAVOR & FRAGRANCE

-0.35%

Shares4.8K

Event2026-06-30

Filed2026-07-29

EVRG

EVERGY INC

7.02%

Shares4.3K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD SMALL

-1.85%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TPB

TURNING PT BRANDS INC

-9.14%

Shares4.4K

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

-2.50%

Shares13.9K

Event2026-06-30

Filed2026-07-29

RHHBY

ROCHE HLDG LTD F

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

VPLS

VANGUARD MALVERN FDS

-1.25%

Shares4.8K

Event2026-06-30

Filed2026-07-29

XES

STATE STREET

-17.16%

Shares3.3K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

New

Shares924

Event2026-06-30

Filed2026-07-29

RCS

PIMCO STRATEGIC INCOME FD

6.88%

Shares66.8K

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

16.67%

Shares3.2K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-4.23%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EMLC

VANECK JPM

5.68%

Shares14.0K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO S&P

8.60%

Shares2.2K

Event2026-06-30

Filed2026-07-29

HEI

HEICO CORP NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

AVEM

AVANTIS EMERGING

3.69%

Shares3.7K

Event2026-06-30

Filed2026-07-29

SCCO

SOUTHERN COPPER

0.99%

Shares2.0K

Event2026-06-30

Filed2026-07-29

HSY

HERSHEY CO

26.32%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

-1.84%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MP MATERIALS

-7.77%

Shares6.2K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC

3.56%

Shares4.0K

Event2026-06-30

Filed2026-07-29

TGRT

T ROWE

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES CORE

0.33%

Shares3.6K

Event2026-06-30

Filed2026-07-29

ARCHER AVIATION INC

22.27%

Shares72.8K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES CORE

400.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES MSCI

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

CHUBB LTD

New

Shares997

Event2026-06-30

Filed2026-07-29

IRM

IRON MOUNTAIN

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

0.00%

Shares736

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES RUSSELL

310.67%

Shares2.7K

Event2026-06-30

Filed2026-07-29

COIN

COINBASE GLOBAL

-14.05%

Shares2.3K

Event2026-06-30

Filed2026-07-29

EUHY

ISHARES GLOBAL

6.04%

Shares6.2K

Event2026-06-30

Filed2026-07-29

ORLY

O REILLY AUTOMOTIVE

19.79%

Shares3.6K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD HEALTH CARE

-0.80%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BTC

GRAYSCALE BITCOIN MINI TR ET

-0.04%

Shares12.8K

Event2026-06-30

Filed2026-07-29

SECU

ISHARES SECURITIZED

New

Shares6.6K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD TOTAL

-4.20%

Shares6.8K

Event2026-06-30

Filed2026-07-29

RIO

RIO TINTO PLC

0.97%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY

10.19%

Shares1.3K

Event2026-06-30

Filed2026-07-29

VIGI

VANGUARD INTERNATIONAL

-2.95%

Shares3.5K

Event2026-06-30

Filed2026-07-29

CGMS

CAPITAL GROUP

18.12%

Shares11.8K

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN

-4.06%

Shares1.0K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SPEU

STATE STREET

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO EHNANCED

0.76%

Shares3.2K

Event2026-06-30

Filed2026-07-29

BWXT

BWX TECHNOLOGIES INC

57.32%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ISHARES LARGE

14.50%

Shares7.6K

Event2026-06-30

Filed2026-07-29

ALLIANCEBERNSTEIN HLD LP

-53.25%

Shares8.9K

Event2026-06-30

Filed2026-07-29

LOGI

LOGITECH INTL

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.08%

Shares2.7K

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SERVICES

53.81%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SECT

MAIN SECTOR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN-WILLIAMS CO

0.00%

Shares893

Event2026-06-30

Filed2026-07-29

CALM

CAL MAINE FOODS INC

30.99%

Shares3.8K

Event2026-06-30

Filed2026-07-29

SHAKE SHACK INC

45.88%

Shares5.5K

Event2026-06-30

Filed2026-07-29

LEU

CENTRUS ENERGY CORP

28.62%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BUFG

FIRST TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS

38.57%

Shares715

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN

43.21%

Shares580

Event2026-06-30

Filed2026-07-29

HELO

JPMORGAN HEDGED

-16.78%

Shares4.4K

Event2026-06-30

Filed2026-07-29

CGHM

CAPITAL GROUP

New

Shares11.3K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL

-0.88%

Shares788

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X

0.70%

Shares5.5K

Event2026-06-30

Filed2026-07-29

AGNC INVESTMENT

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-29

HIG

HARTFORD INSURANCE

-0.82%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SPTI

STATE STREET

5.77%

Shares10.1K

Event2026-06-30

Filed2026-07-29

GPIX

GOLDMAN SACHS

New

Shares5.1K

Event2026-06-30

Filed2026-07-29

IVOV

VANGUARD S&P

-1.52%

Shares2.5K

Event2026-06-30

Filed2026-07-29

CGDG

CAPITAL GROUP

New

Shares7.4K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC DEL

-0.70%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SOLV

SOLVENTUM CORP

-4.01%

Shares3.6K

Event2026-06-30

Filed2026-07-29

RVTY

REVVITY INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

FIS

FIDELITY NATIONAL

9.33%

Shares7.1K

Event2026-06-30

Filed2026-07-29

MDIV

FIRST TR EXCHANGE TRADED FD

0.37%

Shares16.5K

Event2026-06-30

Filed2026-07-29

UNP

UNION PACIFIC CORP

-2.25%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD REAL ESTATE

-19.67%

Shares2.8K

Event2026-06-30

Filed2026-07-29

RWO

STATE STREET

4.02%

Shares5.5K

Event2026-06-30

Filed2026-07-29

FEDEX FGHT HLDG CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

-63.97%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES CORE

21.62%

Shares2.4K

Event2026-06-30

Filed2026-07-29

FIRSTENERGY CORP

29.05%

Shares5.6K

Event2026-06-30

Filed2026-07-29

NEW YORK N Y CIT 5.25 52

0.00%

Shares250.0K

Event2026-06-30

Filed2026-07-29

GRAND RAPIDS MICH 5 49

0.00%

Shares250.0K

Event2026-06-30

Filed2026-07-29

ADSK

AUTODESK INC

54.18%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC

25.55%

Shares9.3K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

FLQM

FRANKLIN US

-6.26%

Shares4.5K

Event2026-06-30

Filed2026-07-29

SBIO

ALPS MEDICAL

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

BEN

FRANKLIN RESOURCES

-16.53%

Shares7.7K

Event2026-06-30

Filed2026-07-29

BROWARD CNTY FLA SC 5 41

0.00%

Shares250.0K

Event2026-06-30

Filed2026-07-29

SPIP

STATE STREET

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-29

WDAY

WORKDAY INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

TTWO

TAKE-TWO INTERACTIVE

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ALB

ALBEMARLE CORP

-75.39%

Shares1.9K

Event2026-06-30

Filed2026-07-29

URA

GLOBAL X

0.53%

Shares5.7K

Event2026-06-30

Filed2026-07-29

JEPI

JPMORGAN

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS NEW PERSP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

-19.40%

Shares2.4K

Event2026-06-30

Filed2026-07-29

NSRGY

NESTLE S A F

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SPHY

STATE STREET

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

PPG

PPG INDUSTRIES

-1.38%

Shares2.0K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

BUG

GLOBAL X

New

Shares6.3K

Event2026-06-30

Filed2026-07-29

NRIM

NORTHRIM BANCORP INC

New

Shares8.7K

Event2026-06-30

Filed2026-07-29

ROBO

ROBO GLOBAL

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

NEA

NUVEEN AMT

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-29

ODFL

OLD DOMINION FREIGHT LIN

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

EBS

EMERGENT BIOSOLUTIONS

-1.04%

Shares28.5K

Event2026-06-30

Filed2026-07-29

JHANCOCK BOND I

New

Shares17.5K

Event2026-06-30

Filed2026-07-29

SPHQ

INVESCO S&P

-4.54%

Shares2.6K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

-0.40%

Shares1.2K

Event2026-06-30

Filed2026-07-29

NOV

NOV INC

-5.93%

Shares12.6K

Event2026-06-30

Filed2026-07-29

CDL

VICTORYSHARES US

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES EXPANDED

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

BSCQ

INVESCO BULLETSHARES

3.49%

Shares11.8K

Event2026-06-30

Filed2026-07-29

SONO

SONOS INC

-0.85%

Shares16.9K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available