Sponsored

The Analysis of Rosenberg Matthew Hamilton's Holdings & P&L

Currently, Rosenberg Matthew Hamilton holds 792 types of securities in its portfolio with a total value $536.8M. In the most recent quarter, they have increased their positions in VCIT (+49.2K shares, valued at $4.1M), SPTM (+33.1K shares, valued at $3.0M), N/A (+13.5K shares, valued at $1.8M); decreased their positions in BIV (-32.9K shares, valued at $2.5M), BIL (-21.0K shares, valued at $1.9M), JPST (-35.8K shares, valued at $1.8M); initiated new positions in N/A (+13.5K shares, valued at $1.8M), N/A (+2.1K shares, valued at $388.9K), SCMB (+11.0K shares, valued at $284.4K).

1M P&L

+2.4M+0.51%

3M P&L

+13.4M+2.93%

HY P&L

+25.9M+5.82%

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/A371.3M

79.7%

2Semiconductors11.1M

2.4%

3Internet Content & Information5.2M

1.1%

Top Industries by Stock Count

1N/A222 stocks

31.2%

2Banks - Regional14 stocks

2.0%

3Banks - Diversified14 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF858.6K shares4.01%2026-06-302026-07-17

VANGUARD TOTAL STK MKT VANGUARD TOTAL STK MKT140.1K shares-0.99%2026-06-302026-07-17

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF523.6K shares10.36%2026-06-302026-07-17

JPST JPMORGAN ULTRA-SHORT INCOME ETF681.7K shares-4.99%2026-06-302026-07-17

SCHF SCHWAB INTERNATIONAL EQUITY ETF985.7K shares6.74%2026-06-302026-07-17

BIV VANGUARD INTERMEDIATE-TERM BOND337.7K shares-8.87%2026-06-302026-07-17

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF262.7K shares-2.54%2026-06-302026-07-17

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF259.3K shares9.37%2026-06-302026-07-17

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF153.8K shares-0.77%2026-06-302026-07-17

JMUB JPMORGAN MUNICIPAL ETF210.9K shares13.64%2026-06-302026-07-17

SCHO SCHWAB SHORT-TERM US TREASURY ETF391.1K shares1.33%2026-06-302026-07-17

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF69.8K shares5.78%2026-06-302026-07-17

SCHX SCHWAB U.S. LARGE-CAP ETF265.5K shares-2.76%2026-06-302026-07-17

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF85.5K shares11.57%2026-06-302026-07-17

VYM VANGUARD HIGH DIVIDEND YIELD39.4K shares-0.39%2026-06-302026-07-17

NVDA NVIDIA CORPORATION COM23.5K shares3.32%2026-06-302026-07-17

Sponsored

SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF83.7K shares-5.78%2026-06-302026-07-17

SCHB SCHWAB U.S. BROAD MARKET ETF145.5K shares-0.12%2026-06-302026-07-17

GOOG ALPHABET INC CAP STK CL C11.7K shares-0.76%2026-06-302026-07-17

AAPL APPLE INC12.8K shares3.94%2026-06-302026-07-17

PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF114.6K shares12.03%2026-06-302026-07-17

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF111.6K shares-0.52%2026-06-302026-07-17

MSFT MICROSOFT7.4K shares-0.99%2026-06-302026-07-17

MUB ISHARES AMT-FREE MUNI BOND ETF25.5K shares3.56%2026-06-302026-07-17

Sponsored

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF59.3K shares15.04%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS5.1K shares1.74%2026-06-302026-07-17

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF24.1K shares7.26%2026-06-302026-07-17

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF22.2K shares0.81%2026-06-302026-07-17

BROADCOM INC COM BROADCOM INC COM5.7K shares1.29%2026-06-302026-07-17

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM6.3K shares2.16%2026-06-302026-07-17

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF79.0K shares-0.17%2026-06-302026-07-17

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF11.5K shares-0.07%2026-06-302026-07-17

Sponsored

VCSH VANGUARD SHORT TERM CORP BOND FD ETF23.3K shares-0.27%2026-06-302026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS13.5K sharesnew addition2026-06-302026-07-17

JCPB JPMORGAN CORE PLUS BOND ETF38.8K shares4.79%2026-06-302026-07-17

CAT CATERPILLAR INC COM1.7K shares5.58%2026-06-302026-07-17

VWO VANGUARD FTSE EMERGING MARKETS ETF29.2K shares-1.98%2026-06-302026-07-17

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF68.5K shares0.33%2026-06-302026-07-17

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF17.3K shares-54.90%2026-06-302026-07-17

MBB ISHARES MBS ETF16.3K shares11.34%2026-06-302026-07-17

Sponsored

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF14.3K shares-35.98%2026-06-302026-07-17

CMBS ISHARES CMBS ETF30.7K shares11.96%2026-06-302026-07-17

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF28.6K shares0.61%2026-06-302026-07-17

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF15.6K shares4787.81%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC COM1.2K shares0.00%2026-06-302026-07-17

BSV VANGUARD SHORT-TERM BOND ETF17.3K shares-17.81%2026-06-302026-07-17

VLO VALERO ENERGY CORP COM4.9K shares0.00%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC COM2.2K shares10.67%2026-06-302026-07-17

Sponsored

WMT WALMART INC COM11.1K shares1.46%2026-06-302026-07-17

AMZN AMAZON COM INC COM5.2K shares4.92%2026-06-302026-07-17

CVX CHEVRON CORPORATION COM7.0K shares4.89%2026-06-302026-07-17

SLV ISHARES SILVER TRUST21.1K shares0.00%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC1.1K shares7.78%2026-06-302026-07-17

COP CONOCOPHILLIPS COM10.5K shares3.05%2026-06-302026-07-17

GLD SPDR GOLD SHARES2.9K shares0.00%2026-06-302026-07-17

PFF ISHARES S&P U.S. PREFERRED STOCK ETF34.3K shares4.69%2026-06-302026-07-17

Sponsored

ABBVIE INC COM ABBVIE INC COM4.1K shares3.53%2026-06-302026-07-17

MPC MARATHON PETE CORP COM4.0K shares0.00%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON COM3.9K shares2.97%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.0K shares-4.18%2026-06-302026-07-17

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF29.0K shares-7.20%2026-06-302026-07-17

GOOGL ALPHABET INC CAP STK CL A2.6K shares8.13%2026-06-302026-07-17

LLY ELI LILLY & CO COM748 shares15.08%2026-06-302026-07-17

PSX PHILLIPS 66 COM5.1K shares0.00%2026-06-302026-07-17

Sponsored

MS MORGAN STANLEY COM NEW4.1K shares3.86%2026-06-302026-07-17

META PLATFORMS INC CL A META PLATFORMS INC CL A1.5K shares10.67%2026-06-302026-07-17

HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF16.5K shares83.68%2026-06-302026-07-17

GE GE AEROSPACE COM NEW2.2K shares-2.20%2026-06-302026-07-17

SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF35.3K shares0.00%2026-06-302026-07-17

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF7.1K shares-21.77%2026-06-302026-07-17

CISCO SYS INC COM CISCO SYS INC COM6.7K shares5.45%2026-06-302026-07-17

C CITIGROUP INC5.5K shares7.63%2026-06-302026-07-17

Sponsored

SHEL SHELL PLC SPON ADS9.6K shares6.75%2026-06-302026-07-17

VCLT VANGUARD LONG TERM CORP BOND FD ETF9.9K shares-1.07%2026-06-302026-07-17

SOXX ISHARES SEMICONDUCTOR ETF1.2K shares0.00%2026-06-302026-07-17

MRK MERCK & CO INC5.7K shares10.57%2026-06-302026-07-17

ESGU ISHARES ESG AWARE MSCI USA ETF4.3K shares-1.37%2026-06-302026-07-17

QQQ INVESCO QQQ TRUST SERIES I948 shares0.00%2026-06-302026-07-17

SCHE SCHWAB EMERGING MARKETS EQUITY ETF19.2K shares0.00%2026-06-302026-07-17

ASML ASML HLDG NV N Y REGISTRY SHS350 shares6.06%2026-06-302026-07-17

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF21.5K shares-8.10%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM729 shares1.96%2026-06-302026-07-17

ETN EATON CORP PLC SHS1.6K shares3.52%2026-06-302026-07-17

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT3.1K shares-2.40%2026-06-302026-07-17

KO COCA COLA CO COM7.9K shares3.68%2026-06-302026-07-17

ORACLE CORP COM ORACLE CORP COM4.3K shares8.06%2026-06-302026-07-17

HD HOME DEPOT INC COM1.8K shares10.16%2026-06-302026-07-17

BAC BANK OF AMER CORP COM10.8K shares12.20%2026-06-302026-07-17

Sponsored

MCD MCDONALDS CORP COM2.3K shares1.47%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC CL C1.4K shares0.00%2026-06-302026-07-17

VISA INC COM CL A VISA INC COM CL A1.8K shares7.29%2026-06-302026-07-17

RTX CORPORATION COM RTX CORPORATION COM3.1K shares14.46%2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW CL A1.6K shares0.00%2026-06-302026-07-17

SCCO SOUTHERN COPPER CORP COM3.3K shares2.47%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO COM1.7K shares31.04%2026-06-302026-07-17

TMO THERMO FISHER SCIENTIFIC INC COM1.1K shares-1.81%2026-06-302026-07-17

Sponsored

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM1.4K shares0.29%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS COM2.0K shares5.59%2026-06-302026-07-17

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF10.7K shares-11.77%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP COM5.8K shares2.73%2026-06-302026-07-17

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1.9K shares0.00%2026-06-302026-07-17

IEUR ISHARES CORE MSCI EUROPE ETF7.0K shares-0.50%2026-06-302026-07-17

LIN LINDE PLC SHS992 shares0.00%2026-06-302026-07-17

PG PROCTER & GAMBLE CO COM3.5K shares0.81%2026-06-302026-07-17

Sponsored

AMGN AMGEN INC COM1.4K shares7.83%2026-06-302026-07-17

APPLIED MATLS INC COM APPLIED MATLS INC COM709 shares0.00%2026-06-302026-07-17

TSLA TESLA INC COM1.2K shares0.00%2026-06-302026-07-17

WFC WELLS FARGO & CO COM6.0K shares36.05%2026-06-302026-07-17

UNP UNION PAC CORP COM1.8K shares10.51%2026-06-302026-07-17

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF5.1K shares15.46%2026-06-302026-07-17

SRE SEMPRA COM5.3K shares2.89%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS11.5K shares22.76%2026-06-302026-07-17

Sponsored

PM PHILIP MORRIS INTL INC COM2.7K shares13.67%2026-06-302026-07-17

VGT VANGUARD INFORMATION TECHNOLOGY ETF4.0K shares700.00%2026-06-302026-07-17

NUE NUCOR CORP COM2.1K shares0.00%2026-06-302026-07-17

IXN ISHARES GLOBAL TECH ETF3.2K shares-1.30%2026-06-302026-07-17

SOUTHERN CO COM SOUTHERN CO COM4.7K shares-1.02%2026-06-302026-07-17

XLK TECHNOLOGY SELECT SECTOR SPDR2.3K shares0.00%2026-06-302026-07-17

GILD GILEAD SCIENCES INC COM3.5K shares37.72%2026-06-302026-07-17

CAH CARDINAL HEALTH INC COM1.8K shares0.00%2026-06-302026-07-17

Sponsored

EOG EOG RES INC COM3.3K shares0.49%2026-06-302026-07-17

MDLZ MONDELEZ INTL INC CL A7.3K shares39.36%2026-06-302026-07-17

VOO VANGUARD S&P 500 ETF607 shares0.00%2026-06-302026-07-17

BP BP PLC SPONSORED ADR11.2K shares21.16%2026-06-302026-07-17

BA BOEING CO COM1.9K shares2.95%2026-06-302026-07-17

MINT PIMCO ENHANCED SHORT MATURITY ETF4.0K shares0.00%2026-06-302026-07-17

LRCX LAM RESEARCH CORP COM NEW939 shares0.00%2026-06-302026-07-17

IAU ISHARES GOLD TRUST5.3K shares0.00%2026-06-302026-07-17

Sponsored

LMT LOCKHEED MARTIN CORP COM778 shares-3.95%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW COM NEW3.1K shares15.41%2026-06-302026-07-17

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD2.1K sharesnew addition2026-06-302026-07-17

TXN TEXAS INSTRS INC COM1.3K shares1.48%2026-06-302026-07-17

TM TOYOTA MOTOR CORP ADS2.3K shares16.02%2026-06-302026-07-17

IVLU ISHARES MSCI INTL VALUE FACTOR ETF9.2K shares0.00%2026-06-302026-07-17

KMI KINDER MORGAN INC DEL COM12.0K shares0.00%2026-06-302026-07-17

NDAQ NASDAQ INC COM4.8K shares0.00%2026-06-302026-07-17

Sponsored

BKR BAKER HUGHES COMPANY CL A6.8K shares0.00%2026-06-302026-07-17

THC TENET HEALTHCARE CORP COM NEW2.0K shares0.00%2026-06-302026-07-17

TJX TJX COS INC NEW COM2.5K shares0.00%2026-06-302026-07-17

LOW LOWES COS INC COM1.7K shares-4.86%2026-06-302026-07-17

INTC INTEL CORP COM2.6K shares28.19%2026-06-302026-07-17

OKE ONEOK INC NEW COM4.1K shares0.00%2026-06-302026-07-17

COF CAPITAL ONE FINL CORP COM1.8K shares15.02%2026-06-302026-07-17

LAMR LAMAR ADVERTISING CO CL A2.3K shares0.00%2026-06-302026-07-17

Sponsored

SBUX STARBUCKS CORP COM3.5K shares3.13%2026-06-302026-07-17

CMI CUMMINS INC COM495 shares9.76%2026-06-302026-07-17

NETFLIX INC. COM NETFLIX INC. COM4.9K shares11.98%2026-06-302026-07-17

QCOM QUALCOMM INC COM1.9K shares5.79%2026-06-302026-07-17

HCA HCA HEALTHCARE INC COM893 shares3.12%2026-06-302026-07-17

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM3.9K shares0.00%2026-06-302026-07-17

FENY FIDELITY MSCI ENERGY INDEX ETF11.4K shares0.00%2026-06-302026-07-17

ISHARES S&P 500 INDEX ISHARES S&P 500 INDEX442 shares0.00%2026-06-302026-07-17

Sponsored

PLD PROLOGIS INC. COM2.4K shares0.00%2026-06-302026-07-17

BLK BLACKROCK INC COM339 shares5.61%2026-06-302026-07-17

GEV GE VERNOVA INC COM276 shares-2.47%2026-06-302026-07-17

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF6.6K shares0.00%2026-06-302026-07-17

BK BANK OF NY MELLON CORP COM2.2K shares0.00%2026-06-302026-07-17

TTE TOTALENERGIES SE ACT4.0K shares6.48%2026-06-302026-07-17

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF7.3K shares5.78%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP COM310 shares0.00%2026-06-302026-07-17

Sponsored

DHR DANAHER CORP DEL COM1.6K shares59.22%2026-06-302026-07-17

PEG PUBLIC SVC ENTERPRISE GROUP COM3.7K shares2.65%2026-06-302026-07-17

PEP PEPSICO INC COM2.2K shares27.29%2026-06-302026-07-17

IJR ISHARES CORE S&P SMALL CAP ETF2.0K shares0.00%2026-06-302026-07-17

EMR EMERSON ELEC CO COM2.1K shares0.00%2026-06-302026-07-17

MCK MCKESSON CORP COM395 shares59.27%2026-06-302026-07-17

CSX CSX CORP COM6.2K shares3.87%2026-06-302026-07-17

AFL AFLAC INC COM2.5K shares12.33%2026-06-302026-07-17

Sponsored

TMUS T-MOBILE US INC COM1.7K shares-0.91%2026-06-302026-07-17

MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH4.8K shares0.00%2026-06-302026-07-17

F FORD MTR CO COM20.7K shares32.47%2026-06-302026-07-17

FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF2.9K shares0.00%2026-06-302026-07-17

NVO NOVO-NORDISK A S ADR6.0K shares55.84%2026-06-302026-07-17

SCMB SCHWAB MUNICIPAL BOND ETF11.0K sharesnew addition2026-06-302026-07-17

NVS NOVARTIS AG SPONSORED ADR1.8K shares34.35%2026-06-302026-07-17

EA ELECTRONIC ARTS INC COM1.4K shares0.00%2026-06-302026-07-17

Sponsored

IBN ICICI BANK LIMITED ADR9.5K shares-1.27%2026-06-302026-07-17

T AT&T INC COM13.3K shares62.37%2026-06-302026-07-17

IGM ISHARES EXPANDED TECH SECTOR ETF1.7K shares-2.21%2026-06-302026-07-17

XEL XCEL ENERGY INC COM3.4K shares-2.00%2026-06-302026-07-17

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF6.0K shares-12.96%2026-06-302026-07-17

GM GENERAL MTRS CO COM3.5K shares0.00%2026-06-302026-07-17

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.2K shares0.00%2026-06-302026-07-17

IJH ISHARES CORE S&P MID CAP ETF3.4K shares0.00%2026-06-302026-07-17

Sponsored

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.7K shares-10.11%2026-06-302026-07-17

FDX FEDEX CORP COM831 shares0.00%2026-06-302026-07-17

HSBC HSBC HLDGS PLC SPON ADR NEW2.7K shares5.24%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP COM501 shares10.84%2026-06-302026-07-17

CORTEVA INC COM CORTEVA INC COM3.0K shares0.98%2026-06-302026-07-17

ARAMARK COM ARAMARK COM4.4K shares0.00%2026-06-302026-07-17

FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF2.4K shares0.00%2026-06-302026-07-17

SAP SAP SE SPON ADR1.6K shares46.32%2026-06-302026-07-17

Sponsored

DE DEERE & CO COM387 shares-8.94%2026-06-302026-07-17

HLT HILTON WORLDWIDE HLDGS INC COM738 shares0.00%2026-06-302026-07-17

IYE ISHARES U.S. ENERGY ETF4.2K shares0.00%2026-06-302026-07-17

WMB WILLIAMS COS INC COM3.2K shares0.00%2026-06-302026-07-17

SYK STRYKER CORPORATION COM760 shares7.19%2026-06-302026-07-17

UL UNILEVER PLC SPON ADR NEW4.0K shares-4.32%2026-06-302026-07-17

DIS DISNEY WALT CO COM2.5K shares27.59%2026-06-302026-07-17

ABT ABBOTT LABORATORIES COM2.6K shares-12.38%2026-06-302026-07-17

Sponsored

GD GENERAL DYNAMICS CORP COM659 shares-1.20%2026-06-302026-07-17

KR KROGER CO COM4.2K shares11.09%2026-06-302026-07-17

CL COLGATE PALMOLIVE CO COM2.5K shares41.78%2026-06-302026-07-17

ORLY OREILLY AUTOMOTIVE INC COM2.5K shares0.00%2026-06-302026-07-17

IWM ISHARES RUSSELL 2000 ETF749 shares0.00%2026-06-302026-07-17

FNCL FIDELITY MSCI FINANCIALS INDEX ETF2.9K shares0.00%2026-06-302026-07-17

DOMINION ENERGY INC COM DOMINION ENERGY INC COM3.2K shares0.00%2026-06-302026-07-17

SONY SONY GROUP CORP SPONSORED ADR10.9K shares10.55%2026-06-302026-07-17

Sponsored

MO ALTRIA GROUP INC COM3.0K shares17.27%2026-06-302026-07-17

BHP BHP BILLITON LIMITED SPONSORED ADS2.6K shares8.52%2026-06-302026-07-17

DAL DELTA AIR LINES INC COM NEW2.3K shares2.62%2026-06-302026-07-17

FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3.1K shares0.00%2026-06-302026-07-17

EXC EXELON CORP COM4.6K shares21.68%2026-06-302026-07-17

LOGI LOGITECH INTL S A SHS2.3K shares0.00%2026-06-302026-07-17

APD AIR PRODUCTS AND CHEMICALS INC COM721 shares-0.41%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC COM617 shares-4.64%2026-06-302026-07-17

Sponsored

WAB WABTEC COM779 shares-0.13%2026-06-302026-07-17

FMAT FIDELITY MSCI MATERIALS INDEX ETF3.6K shares0.00%2026-06-302026-07-17

APA CORPORATION COM APA CORPORATION COM6.4K shares0.00%2026-06-302026-07-17

FITB FIFTH THIRD BANCORP COM3.7K shares20.62%2026-06-302026-07-17

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS6.1K shares0.00%2026-06-302026-07-17

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF1.9K shares0.00%2026-06-302026-07-17

ISHARES AGGREGATE BOND ETF ISHARES AGGREGATE BOND ETF2.1K shares-13.90%2026-06-302026-07-17

SYY SYSCO CORP COM2.5K shares25.54%2026-06-302026-07-17

Sponsored

NTES NETEASE COM INC SPONSORED ADS1.6K shares0.00%2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC COM1.5K shares0.00%2026-06-302026-07-17

ED CONSOLIDATED EDISON INC COM1.8K shares13.25%2026-06-302026-07-17

UBS UBS GROUP AG SHS4.0K shares50.02%2026-06-302026-07-17

EFV ISHARES MSCI EAFE VALUE INDEX ETF2.6K shares0.00%2026-06-302026-07-17

VMC VULCAN MATLS CO COM668 shares0.00%2026-06-302026-07-17

ADI ANALOG DEVICES INC COM494 shares0.00%2026-06-302026-07-17

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM876 shares1.39%2026-06-302026-07-17

Sponsored

CME CME GROUP INC COM883 shares23.32%2026-06-302026-07-17

SOFI SOFI TECHNOLOGIES INC COM10.9K shares0.69%2026-06-302026-07-17

EFG ISHARES MSCI EAFE GROWTH ETF1.6K shares-29.60%2026-06-302026-07-17

PKG PACKAGING CORP AMER COM811 shares0.00%2026-06-302026-07-17

WELL WELLTOWER INC COM848 shares0.00%2026-06-302026-07-17

KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A2.5K sharesnew addition2026-06-302026-07-17

GLW CORNING INC COM747 shares0.00%2026-06-302026-07-17

OXY OCCIDENTAL PETE CORP COM3.9K shares12.57%2026-06-302026-07-17

Sponsored

FANG DIAMONDBACK ENERGY INC COM1.1K shares0.00%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP COM602 shares0.00%2026-06-302026-07-17

RY ROYAL BK CDA COM915 shares8.16%2026-06-302026-07-17

CI THE CIGNA GROUP COM684 shares13.25%2026-06-302026-07-17

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B3.0K shares20.34%2026-06-302026-07-17

HST HOST HOTELS & RESORTS INC COM7.8K shares0.00%2026-06-302026-07-17

ALL ALLSTATE CORP COM776 shares15.30%2026-06-302026-07-17

IJK ISHARES S&P MID-CAP 400 GROWTH ETF1.6K shares0.00%2026-06-302026-07-17

Sponsored

SPG SIMON PPTY GROUP INC NEW COM816 shares0.00%2026-06-302026-07-17

TD TORONTO DOMINION BK ONT COM NEW1.5K shares0.00%2026-06-302026-07-17

KKR KKR & CO INC COM2.0K shares10.29%2026-06-302026-07-17

HMC HONDA MOTOR CO LTD ADR ECH CNV IN 36.6K shares33.54%2026-06-302026-07-17

ATO ATMOS ENERGY CORP COM1.0K shares0.00%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC COM NEW450 shares59.01%2026-06-302026-07-17

GWW WW GRAINGER INC COM131 shares0.00%2026-06-302026-07-17

EPI WISDOMTREE TR INDIA EARNINGS FD4.1K shares0.00%2026-06-302026-07-17

Sponsored

RIO RIO TINTO PLC SPONSORED ADR1.8K shares44.81%2026-06-302026-07-17

AA ALCOA CORP COM3.3K shares0.00%2026-06-302026-07-17

PCAR PACCAR INC COM1.4K shares0.00%2026-06-302026-07-17

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST2.2K shares0.00%2026-06-302026-07-17

DRI DARDEN RESTAURANTS INC COM828 shares27.58%2026-06-302026-07-17

FHLC FIDELITY MSCI HEALTH CARE INDEX ETF2.2K shares0.00%2026-06-302026-07-17

PWB INVESCO LARGE CAP GROWTH ETF1.0K shares0.00%2026-06-302026-07-17

BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR2.1K shares23.73%2026-06-302026-07-17

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC COM5.0K shares-9.45%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP COM681 shares0.00%2026-06-302026-07-17

HONEYWELL INTL INC COM HONEYWELL INTL INC COM755 sharesnew addition2026-06-302026-07-17

IJJ ISHARES S&P MID-CAP 400 VALUE ETF1.1K shares0.00%2026-06-302026-07-17

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM755 sharesnew addition2026-06-302026-07-17

AZO AUTOZONE INC COM52 shares18.18%2026-06-302026-07-17

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A318 shares-5.92%2026-06-302026-07-17

EWC ISHARES MSCI CANADA INDEX2.8K shares0.00%2026-06-302026-07-17

Sponsored

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND611 shares0.00%2026-06-302026-07-17

BOX INC CL A BOX INC CL A6.0K shares-3.56%2026-06-302026-07-17

TGT TARGET CORP COM1.2K shares0.00%2026-06-302026-07-17

3M CO COM 3M CO COM979 shares22.07%2026-06-302026-07-17

BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF3.4K shares0.00%2026-06-302026-07-17

FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF3.0K shares0.00%2026-06-302026-07-17

WSM WILLIAMS SONOMA INC COM669 shares69.37%2026-06-302026-07-17

TSCO TRACTOR SUPPLY CO COM4.8K shares-26.62%2026-06-302026-07-17

Sponsored

RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR2.4K shares0.00%2026-06-302026-07-17

SHW SHERWIN WILLIAMS CO COM441 shares-19.23%2026-06-302026-07-17

ALB ALBEMARLE CORP COM1.1K shares0.00%2026-06-302026-07-17

MSI MOTOROLA SOLUTIONS INC COM NEW364 shares32.36%2026-06-302026-07-17

WBD WARNER BROS DISCOVERY INC COM SER A5.6K shares0.00%2026-06-302026-07-17

ENB ENBRIDGE INC COM2.8K shares10.42%2026-06-302026-07-17

YETI YETI HLDGS INC COM3.0K shares0.00%2026-06-302026-07-17

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF1.2K shares0.00%2026-06-302026-07-17

Sponsored

OMC OMNICOM GROUP INC COM2.0K shares6.64%2026-06-302026-07-17

VLUE ISHARES MSCI USA VALUE FACTOR ETF738 shares0.00%2026-06-302026-07-17

MMC MARSH & MCLENNAN COS INC COM884 shares58.99%2026-06-302026-07-17

HII HUNTINGTON INGALLS INDS INC COM525 shares0.00%2026-06-302026-07-17

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF195 shares0.00%2026-06-302026-07-17

CDP COPT DEFENSE PROPERTIES SHS BEN INT4.0K shares0.00%2026-06-302026-07-17

DLR DIGITAL RLTY TR INC COM799 shares0.00%2026-06-302026-07-17

DB DEUTSCHE BK AG NAMEN AKT4.2K shares0.00%2026-06-302026-07-17

Sponsored

FR FIRST INDL RLTY TR INC COM2.3K shares22.69%2026-06-302026-07-17

BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF3.1K shares2.65%2026-06-302026-07-17

EWJ ISHARES MSCI JAPAN ETF1.5K shares0.00%2026-06-302026-07-17

WMG WARNER MUSIC GROUP CORP COM CL A5.2K shares31.30%2026-06-302026-07-17

ECL ECOLAB INC COM502 shares1.62%2026-06-302026-07-17

EQT EQT CORP COM2.6K shares0.00%2026-06-302026-07-17

PAYX PAYCHEX INC COM1.4K shares0.00%2026-06-302026-07-17

CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A965 shares45.55%2026-06-302026-07-17

Sponsored

DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK982 sharesnew addition2026-06-302026-07-17

PSA PUBLIC STORAGE COM415 shares26.91%2026-06-302026-07-17

YUM YUM BRANDS INC COM820 shares10.66%2026-06-302026-07-17

LEA LEAR CORP COM NEW974 shares0.00%2026-06-302026-07-17

MUR MURPHY OIL CORP COM4.0K shares0.00%2026-06-302026-07-17

WAT WATERS CORP COM347 shares-3.34%2026-06-302026-07-17

HDV ISHARES CORE HIGH DIVIDEND ETF4.7K shares400.00%2026-06-302026-07-17

KDP KEURIG DR PEPPER INC COM3.9K shares223.79%2026-06-302026-07-17

Sponsored

WEC WEC ENERGY GROUP INC COM1.1K shares24.15%2026-06-302026-07-17

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW537 shares0.00%2026-06-302026-07-17

PPG PPG INDS INC COM1.1K shares28.68%2026-06-302026-07-17

IWY ISHARES RUSSELL TOP 200 GROWTH ETF429 shares0.00%2026-06-302026-07-17

RS RELIANCE INC COM331 shares0.00%2026-06-302026-07-17

ACWI ISHARES MSCI ACWI ETF786 shares0.00%2026-06-302026-07-17

IUSV ISHARES CORE S&P US VALUE ETF1.1K shares0.00%2026-06-302026-07-17

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR2.3K shares69.04%2026-06-302026-07-17

Sponsored

SLG SL GREEN RLTY CORP COM2.3K shares-0.09%2026-06-302026-07-17

EWA ISHARES INC MSCI AUSTRALIA INDEX FD4.2K shares0.00%2026-06-302026-07-17

GRMN GARMIN LTD SHS500 shares0.00%2026-06-302026-07-17

CHUBB LIMITED COM CHUBB LIMITED COM347 shares4.83%2026-06-302026-07-17

EFA ISHARES MSCI EAFE ETF1.1K shares0.00%2026-06-302026-07-17

USFD US FOODS HLDG CORP COM1.1K shares0.00%2026-06-302026-07-17

LIVE NATION ENTERTAINMENT INC COM LIVE NATION ENTERTAINMENT INC COM640 shares63.68%2026-06-302026-07-17

TSN TYSON FOODS INC CL A2.0K shares14.99%2026-06-302026-07-17

Sponsored

CNI CANADIAN NATL RY CO COM957 shares-9.89%2026-06-302026-07-17

INTU INTUIT COM430 shares-8.70%2026-06-302026-07-17

JBHT HUNT J B TRANS SVCS INC COM386 shares0.00%2026-06-302026-07-17

IWF ISHARES RUSSELL 1000 GROWTH ETF880 shares289.38%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A935 shares59.83%2026-06-302026-07-17

BTI BRITISH AMERN TOB PLC SPONSORED ADR1.8K shares322.60%2026-06-302026-07-17

IBKR INTERACTIVE BROKERS GROUP INC COM CL A1.2K shares0.00%2026-06-302026-07-17

ESGE ISHARES ESG AWARE MSCI EM ETF1.9K shares0.00%2026-06-302026-07-17

Sponsored

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF3.0K shares0.00%2026-06-302026-07-17

UAL UNITED AIRLS HLDGS INC COM765 shares0.00%2026-06-302026-07-17

O REALTY INCOME CORP COM1.7K shares32.20%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS107 shares0.00%2026-06-302026-07-17

CP CANADIAN PACIFIC KANSAS CITY COM1.2K shares0.00%2026-06-302026-07-17

AMT AMERICAN TOWER CORP COM627 shares15.90%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO COM1.7K shares151.29%2026-06-302026-07-17

IRM IRON MTN INC DEL COM788 shares-0.25%2026-06-302026-07-17

Sponsored

BN BROOKFIELD CORP CL A LTD VT SH2.3K shares0.00%2026-06-302026-07-17

TRGP TARGA RES CORP COM366 shares0.00%2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC COM550 shares2400.00%2026-06-302026-07-17

AEM AGNICO EAGLE MINES LTD COM626 shares0.00%2026-06-302026-07-17

RGLD ROYAL GOLD INC COM486 shares0.00%2026-06-302026-07-17

FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS758 shares0.00%2026-06-302026-07-17

IOO ISHARES GLOBAL 100 ETF704 shares0.00%2026-06-302026-07-17

EWT ISHARES MSCI TAIWAN ETF863 shares0.00%2026-06-302026-07-17

Sponsored

DBX DROPBOX INC CL A3.4K shares0.00%2026-06-302026-07-17

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF3.7K shares0.49%2026-06-302026-07-17

CVS CVS HEALTH CORP COM899 shares0.00%2026-06-302026-07-17

Q QNITY ELECTRONICS INC COMMON STOCK569 shares-12.73%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC COM184 shares0.00%2026-06-302026-07-17

SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR3.8K shares0.00%2026-06-302026-07-17

WDFC WD 40 CO COM369 shares0.00%2026-06-302026-07-17

IXC ISHARES GLOBAL ENERGY ETF1.8K shares-20.55%2026-06-302026-07-17

Sponsored

LHX L3HARRIS TECHNOLOGIES INC COM306 shares0.00%2026-06-302026-07-17

EEM ISHARES MSCI EMERGING MARKETS ETF1.3K shares-15.02%2026-06-302026-07-17

E ENI SPA SPONSORED ADR1.9K shares0.00%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP COM785 shares82.56%2026-06-302026-07-17

VNQ VANGUARD REIT INDEX ETF880 shares0.00%2026-06-302026-07-17

OVV OVINTIV INC COM1.6K shares0.00%2026-06-302026-07-17

UGA UNITED STATES GASOLINE FUND LP814 shares0.00%2026-06-302026-07-17

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS4.2K shares659.57%2026-06-302026-07-17

Sponsored

AVUV AVANTIS U.S. SMALL CAP VALUE ETF667 shares0.00%2026-06-302026-07-17

SECT MAIN SECTOR ROTATION ETF1.1K shares-2.74%2026-06-302026-07-17

BG BUNGE GLOBAL SA COM SHS766 shares0.00%2026-06-302026-07-17

IYG ISHARES US FINANCIAL SERVICES ETF900 shares0.00%2026-06-302026-07-17

JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF1.6K shares-62.11%2026-06-302026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF913 shares0.00%2026-06-302026-07-17

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND951 shares0.00%2026-06-302026-07-17

AWK AMERICAN WTR WKS CO INC NEW COM597 shares5.85%2026-06-302026-07-17

Sponsored

CBRE CBRE GROUP INC CL A578 shares0.00%2026-06-302026-07-17

LEN LENNAR CORP CL A858 shares-14.37%2026-06-302026-07-17

WYNN WYNN RESORTS LTD COM794 shares0.00%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING INC COM338 shares-5.85%2026-06-302026-07-17

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM300 shares0.00%2026-06-302026-07-17

SLB SLB LIMITED COM STK1.6K shares0.00%2026-06-302026-07-17

AJG GALLAGHER ARTHUR J & CO COM324 shares0.00%2026-06-302026-07-17

ALC ALCON AG ORD SHS1.1K shares0.00%2026-06-302026-07-17

Sponsored

NBIS NEBIUS GROUP N.V. SHS CLASS A268 shares0.00%2026-06-302026-07-17

IWD ISHARES RUSSELL 1000 VALUE ETF304 shares0.00%2026-06-302026-07-17

QSR RESTAURANT BRANDS INTL INC COM1.0K shares0.00%2026-06-302026-07-17

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS496 shares127.52%2026-06-302026-07-17

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF698 shares0.00%2026-06-302026-07-17

ANET ARISTA NETWORKS INC COM SHS420 shares29.23%2026-06-302026-07-17

EXR EXTRA SPACE STORAGE INC COM487 shares19.66%2026-06-302026-07-17

SHOP SHOPIFY INC CL A SUB VTG SHS614 shares0.00%2026-06-302026-07-17

Sponsored

EGP EASTGROUP PPTYS INC COM345 shares0.00%2026-06-302026-07-17

BCC BOISE CASCADE CO DEL COM900 shares0.00%2026-06-302026-07-17

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF636 shares0.00%2026-06-302026-07-17

TXT TEXTRON INC COM750 shares0.00%2026-06-302026-07-17

ULTA BEAUTY INC COM ULTA BEAUTY INC COM152 shares0.00%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC COM278 shares0.00%2026-06-302026-07-17

DGRO ISHARES CORE DIVIDEND GROWTH ETF896 shares0.00%2026-06-302026-07-17

BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF1.1K shares0.00%2026-06-302026-07-17

Sponsored

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK392 sharesnew addition2026-06-302026-07-17

EBAY EBAY INC. COM598 shares0.00%2026-06-302026-07-17

INFY INFOSYS LTD SPONSORED ADR6.3K shares-5.37%2026-06-302026-07-17

BXP BXP INC COM1.0K shares0.00%2026-06-302026-07-17

BSX BOSTON SCIENTIFIC CORP COM1.5K shares-14.36%2026-06-302026-07-17

PFE PFIZER INC COM2.7K shares214.32%2026-06-302026-07-17

BCS BARCLAYS PLC ADR2.4K shares57.11%2026-06-302026-07-17

VUG VANGUARD GROWTH ETF738 shares500.00%2026-06-302026-07-17

Sponsored

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK415 sharesnew addition2026-06-302026-07-17

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM222 shares0.00%2026-06-302026-07-17

SUNCOR ENERGY INC NEW COM SUNCOR ENERGY INC NEW COM1.1K shares51.25%2026-06-302026-07-17

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF820 shares0.00%2026-06-302026-07-17

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF1.1K shares0.00%2026-06-302026-07-17

AON AON PLC SHS CL A184 shares-1.08%2026-06-302026-07-17

STLD STEEL DYNAMICS INC COM264 shares0.00%2026-06-302026-07-17

ET ENERGY TRANSFER L P COM UT LTD PTN3.1K shares-8.20%2026-06-302026-07-17

Sponsored

NTR NUTRIEN LTD COM952 shares0.00%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC SHS122 shares0.00%2026-06-302026-07-17

AGCO AGCO CORP COM500 shares0.00%2026-06-302026-07-17

EQR EQUITY RESIDENTIAL SH BEN INT880 shares48.40%2026-06-302026-07-17

BBY BEST BUY INC COM787 shares-26.24%2026-06-302026-07-17

KVUE KENVUE INC COM3.0K shares341.94%2026-06-302026-07-17

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF3.1K shares0.00%2026-06-302026-07-17

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM420 shares24.26%2026-06-302026-07-17

Sponsored

B BARRICK MNG CORP COM SHS1.5K shares54.40%2026-06-302026-07-17

CHD CHURCH & DWIGHT CO INC COM550 shares0.00%2026-06-302026-07-17

HSY HERSHEY CO COM299 shares-0.33%2026-06-302026-07-17

REET ISHARES GLOBAL REIT ETF1.9K shares0.00%2026-06-302026-07-17

EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF1.3K shares0.00%2026-06-302026-07-17

CRM SALESFORCE INC COM332 shares111.46%2026-06-302026-07-17

BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1.2K shares280.00%2026-06-302026-07-17

VIS VANGUARD INDUSTRIALS ETF144 shares0.00%2026-06-302026-07-17

Sponsored

SMH VANECK SEMICONDUCTOR ETF79 shares0.00%2026-06-302026-07-17

BDX BECTON DICKINSON & CO COM333 shares22.88%2026-06-302026-07-17

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF630 shares0.00%2026-06-302026-07-17

CACI CACI INTL INC CL A108 shares0.00%2026-06-302026-07-17

MAA MID-AMER APT CMNTYS INC COM360 shares0.00%2026-06-302026-07-17

CINF CINCINNATI FINL CORP COM267 shares0.00%2026-06-302026-07-17

IVE ISHARES S&P 500 VALUE ETF217 shares-22.22%2026-06-302026-07-17

BX BLACKSTONE INC COM418 shares-8.53%2026-06-302026-07-17

Sponsored

VPU VANGUARD UTILITIES248 shares0.00%2026-06-302026-07-17

APH AMPHENOL CORP CL A271 shares0.00%2026-06-302026-07-17

MOAT VANECK MORNINGSTAR WIDE MOAT ETF458 shares0.00%2026-06-302026-07-17

VRT VERTIV HOLDINGS CO COM CL A142 shares0.00%2026-06-302026-07-17

VOX VANGUARD COMMUNICATION SERVICES ETF255 shares0.00%2026-06-302026-07-17

USB US BANCORP COM NEW772 shares0.00%2026-06-302026-07-17

VFH VANGUARD FINANCIALS ETF345 shares0.00%2026-06-302026-07-17

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF1.6K shares0.00%2026-06-302026-07-17

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK8.9K shares0.00%2026-06-302026-07-17

PPL CORP COM PPL CORP COM1.2K shares-3.95%2026-06-302026-07-17

IHI ISHARES U.S. MEDICAL DEVICES ETF889 shares-2.41%2026-06-302026-07-17

DG DOLLAR GEN CORP COM373 shares788.10%2026-06-302026-07-17

EQIX EQUINIX INC COM41 shares10.81%2026-06-302026-07-17

FLEX FLEX LTD ORD263 shares0.00%2026-06-302026-07-17

VCR VANGUARD CONSUMER DISCRETIONARY ETF107 shares0.00%2026-06-302026-07-17

SDY STATE STREET SPDR S&P DIVIDEND ETF278 shares0.00%2026-06-302026-07-17

Sponsored

IWS ISHARES RUSSELL MID-CAP VALUE ETF255 sharesnew addition2026-06-302026-07-17

PINS PINTEREST INC CL A2.0K shares-19.73%2026-06-302026-07-17

TEL TE CONNECTIVITY PLC ORD SHS205 shares0.00%2026-06-302026-07-17

IYM ISHARES U.S. BASIC MATERIALS ETF230 shares0.00%2026-06-302026-07-17

ORA ORMAT TECHNOLOGIES INC COM376 shares0.00%2026-06-302026-07-17

VT VANGUARD TOTAL WORLD STOCK ETF260 shares-1.89%2026-06-302026-07-17

VVV VALVOLINE INC COM1.0K shares-22.48%2026-06-302026-07-17

VNT VONTIER CORPORATION COM1.4K shares0.00%2026-06-302026-07-17

Sponsored

NEU NEWMARKET CORP COM50 shares0.00%2026-06-302026-07-17

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF1.3K shares0.00%2026-06-302026-07-17

ROKU ROKU INC COM CL A285 shares-55.26%2026-06-302026-07-17

DLTR DOLLAR TREE INC COM324 shares-37.21%2026-06-302026-07-17

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF1.6K shares0.00%2026-06-302026-07-17

GFI GOLD FIELDS LTD SPONSORED ADR1.1K shares0.00%2026-06-302026-07-17

REGN REGENERON PHARMACEUTICALS COM60 shares0.00%2026-06-302026-07-17

VALE VALE S A SPONSORED ADS2.5K shares0.00%2026-06-302026-07-17

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR1.5K shares669.43%2026-06-302026-07-17

VDC VANGUARD CONSUMER STAPLES ETF165 shares0.00%2026-06-302026-07-17

NKE NIKE INC CL B900 shares-42.05%2026-06-302026-07-17

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF303 shares0.00%2026-06-302026-07-17

VST VISTRA CORP COM231 shares6.94%2026-06-302026-07-17

MHK MOHAWK INDS INC COM300 shares0.00%2026-06-302026-07-17

WTRG ESSENTIAL UTILS INC COM947 shares0.00%2026-06-302026-07-17

ROST ROSS STORES INC COM167 shares0.00%2026-06-302026-07-17

Sponsored

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF748 shares0.00%2026-06-302026-07-17

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF194 shares0.00%2026-06-302026-07-17

MICROCHIP TECHNOLOGY INC. COM MICROCHIP TECHNOLOGY INC. COM378 shares14.20%2026-06-302026-07-17

VGSH VANGUARD SHORT-TERM TREASURY ETF592 shares0.00%2026-06-302026-07-17

MELI MERCADOLIBRE INC COM20 shares0.00%2026-06-302026-07-17

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF670 shares0.00%2026-06-302026-07-17

TFC TRUIST FINL CORP COM668 shares0.00%2026-06-302026-07-17

RBLX ROBLOX CORP CL A606 shares0.00%2026-06-302026-07-17

Sponsored

MEDTRONIC PLC SHS MEDTRONIC PLC SHS419 shares-62.25%2026-06-302026-07-17

EW EDWARDS LIFESCIENCES CORP COM357 shares0.00%2026-06-302026-07-17

S&P GLOBAL INC COM S&P GLOBAL INC COM79 shares-50.00%2026-06-302026-07-17

SOLS SOLSTICE ADVANCED MATLS INC COM SHS356 shares0.00%2026-06-302026-07-17

IBB ISHARES BIOTECHNOLOGY ETF162 shares0.00%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC COM62 shares0.00%2026-06-302026-07-17

ARES CAPITAL CORP COM ARES CAPITAL CORP COM1.6K shares0.00%2026-06-302026-07-17

IWP ISHARES RUSSELL MID-CAP GROWTH ETF206 shares758.33%2026-06-302026-07-17

Sponsored

PCY POWERSHARES EMERGING MKTS SOVEREIGN DEBT1.4K shares2.81%2026-06-302026-07-17

CMF ISHARES CALIFORNIA MUNI BOND ETF518 shares0.00%2026-06-302026-07-17

HAL HALLIBURTON CO COM872 shares0.00%2026-06-302026-07-17

PRU PRUDENTIAL FINL INC COM270 shares0.00%2026-06-302026-07-17

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

4.01%

Shares858.6K

Event2026-06-30

Filed2026-07-17

VANGUARD TOTAL STK MKT

-0.99%

Shares140.1K

Event2026-06-30

Filed2026-07-17

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

10.36%

Shares523.6K

Event2026-06-30

Filed2026-07-17

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-4.99%

Shares681.7K

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

6.74%

Shares985.7K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD INTERMEDIATE-TERM BOND

-8.87%

Shares337.7K

Event2026-06-30

Filed2026-07-17

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

-2.54%

Shares262.7K

Event2026-06-30

Filed2026-07-17

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

9.37%

Shares259.3K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-0.77%

Shares153.8K

Event2026-06-30

Filed2026-07-17

JMUB

JPMORGAN MUNICIPAL ETF

13.64%

Shares210.9K

Event2026-06-30

Filed2026-07-17

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

1.33%

Shares391.1K

Event2026-06-30

Filed2026-07-17

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

5.78%

Shares69.8K

Event2026-06-30

Filed2026-07-17

SCHX

SCHWAB U.S. LARGE-CAP ETF

-2.76%

Shares265.5K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

11.57%

Shares85.5K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD HIGH DIVIDEND YIELD

-0.39%

Shares39.4K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION COM

3.32%

Shares23.5K

Event2026-06-30

Filed2026-07-17

SLQD

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-5.78%

Shares83.7K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB U.S. BROAD MARKET ETF

-0.12%

Shares145.5K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC CAP STK CL C

-0.76%

Shares11.7K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

3.94%

Shares12.8K

Event2026-06-30

Filed2026-07-17

PSK

STATE STREET SPDR ICE PREFERRED SECURITIES ETF

12.03%

Shares114.6K

Event2026-06-30

Filed2026-07-17

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

-0.52%

Shares111.6K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT

-0.99%

Shares7.4K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES AMT-FREE MUNI BOND ETF

3.56%

Shares25.5K

Event2026-06-30

Filed2026-07-17

SHYG

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

15.04%

Shares59.3K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

1.74%

Shares5.1K

Event2026-06-30

Filed2026-07-17

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

7.26%

Shares24.1K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

0.81%

Shares22.2K

Event2026-06-30

Filed2026-07-17

BROADCOM INC COM

1.29%

Shares5.7K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO COM

2.16%

Shares6.3K

Event2026-06-30

Filed2026-07-17

SCHJ

SCHWAB 1-5 YEAR CORPORATE BOND ETF

-0.17%

Shares79.0K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-0.07%

Shares11.5K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

-0.27%

Shares23.3K

Event2026-06-30

Filed2026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares13.5K

Event2026-06-30

Filed2026-07-17

JCPB

JPMORGAN CORE PLUS BOND ETF

4.79%

Shares38.8K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC COM

5.58%

Shares1.7K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.98%

Shares29.2K

Event2026-06-30

Filed2026-07-17

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

0.33%

Shares68.5K

Event2026-06-30

Filed2026-07-17

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-54.90%

Shares17.3K

Event2026-06-30

Filed2026-07-17

MBB

ISHARES MBS ETF

11.34%

Shares16.3K

Event2026-06-30

Filed2026-07-17

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-35.98%

Shares14.3K

Event2026-06-30

Filed2026-07-17

CMBS

ISHARES CMBS ETF

11.96%

Shares30.7K

Event2026-06-30

Filed2026-07-17

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.61%

Shares28.6K

Event2026-06-30

Filed2026-07-17

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

4787.81%

Shares15.6K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD SHORT-TERM BOND ETF

-17.81%

Shares17.3K

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC COM

10.67%

Shares2.2K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC COM

1.46%

Shares11.1K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC COM

4.92%

Shares5.2K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION COM

4.89%

Shares7.0K

Event2026-06-30

Filed2026-07-17

SLV

ISHARES SILVER TRUST

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

7.78%

Shares1.1K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS COM

3.05%

Shares10.5K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD SHARES

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

PFF

ISHARES S&P U.S. PREFERRED STOCK ETF

4.69%

Shares34.3K

Event2026-06-30

Filed2026-07-17

ABBVIE INC COM

3.53%

Shares4.1K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP COM

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON COM

2.97%

Shares3.9K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-4.18%

Shares2.0K

Event2026-06-30

Filed2026-07-17

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-7.20%

Shares29.0K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC CAP STK CL A

8.13%

Shares2.6K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO COM

15.08%

Shares748

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66 COM

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY COM NEW

3.86%

Shares4.1K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC CL A

10.67%

Shares1.5K

Event2026-06-30

Filed2026-07-17

HIMU

ISHARES HIGH YIELD MUNI ACTIVE ETF

83.68%

Shares16.5K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE COM NEW

-2.20%

Shares2.2K

Event2026-06-30

Filed2026-07-17

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

0.00%

Shares35.3K

Event2026-06-30

Filed2026-07-17

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-21.77%

Shares7.1K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC COM

5.45%

Shares6.7K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

7.63%

Shares5.5K

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC SPON ADS

6.75%

Shares9.6K

Event2026-06-30

Filed2026-07-17

VCLT

VANGUARD LONG TERM CORP BOND FD ETF

-1.07%

Shares9.9K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

10.57%

Shares5.7K

Event2026-06-30

Filed2026-07-17

ESGU

ISHARES ESG AWARE MSCI USA ETF

-1.37%

Shares4.3K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TRUST SERIES I

0.00%

Shares948

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV N Y REGISTRY SHS

6.06%

Shares350

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-8.10%

Shares21.5K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION COM

1.96%

Shares729

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC SHS

3.52%

Shares1.6K

Event2026-06-30

Filed2026-07-17

RSP

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-2.40%

Shares3.1K

Event2026-06-30

Filed2026-07-17

COCA COLA CO COM

3.68%

Shares7.9K

Event2026-06-30

Filed2026-07-17

ORACLE CORP COM

8.06%

Shares4.3K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC COM

10.16%

Shares1.8K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP COM

12.20%

Shares10.8K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP COM

1.47%

Shares2.3K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC CL C

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

VISA INC COM CL A

7.29%

Shares1.8K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION COM

14.46%

Shares3.1K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW CL A

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SCCO

SOUTHERN COPPER CORP COM

2.47%

Shares3.3K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO COM

31.04%

Shares1.7K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC COM

-1.81%

Shares1.1K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC COM

0.29%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS COM

5.59%

Shares2.0K

Event2026-06-30

Filed2026-07-17

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

-11.77%

Shares10.7K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP COM

2.73%

Shares5.8K

Event2026-06-30

Filed2026-07-17

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

IEUR

ISHARES CORE MSCI EUROPE ETF

-0.50%

Shares7.0K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC SHS

0.00%

Shares992

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO COM

0.81%

Shares3.5K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC COM

7.83%

Shares1.4K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC COM

0.00%

Shares709

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO COM

36.05%

Shares6.0K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP COM

10.51%

Shares1.8K

Event2026-06-30

Filed2026-07-17

ISHARES CORE MSCI EAFE ETF

15.46%

Shares5.1K

Event2026-06-30

Filed2026-07-17

SRE

SEMPRA COM

2.89%

Shares5.3K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS

22.76%

Shares11.5K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC COM

13.67%

Shares2.7K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

700.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

NUE

NUCOR CORP COM

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

IXN

ISHARES GLOBAL TECH ETF

-1.30%

Shares3.2K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO COM

-1.02%

Shares4.7K

Event2026-06-30

Filed2026-07-17

XLK

TECHNOLOGY SELECT SECTOR SPDR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC COM

37.72%

Shares3.5K

Event2026-06-30

Filed2026-07-17

CAH

CARDINAL HEALTH INC COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-17

EOG

EOG RES INC COM

0.49%

Shares3.3K

Event2026-06-30

Filed2026-07-17

MDLZ

MONDELEZ INTL INC CL A

39.36%

Shares7.3K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD S&P 500 ETF

0.00%

Shares607

Event2026-06-30

Filed2026-07-17

BP PLC SPONSORED ADR

21.16%

Shares11.2K

Event2026-06-30

Filed2026-07-17

BOEING CO COM

2.95%

Shares1.9K

Event2026-06-30

Filed2026-07-17

MINT

PIMCO ENHANCED SHORT MATURITY ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP COM NEW

0.00%

Shares939

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP COM

-3.95%

Shares778

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW COM NEW

15.41%

Shares3.1K

Event2026-06-30

Filed2026-07-17

ASTRAZENECA PLC ORD

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC COM

1.48%

Shares1.3K

Event2026-06-30

Filed2026-07-17

TOYOTA MOTOR CORP ADS

16.02%

Shares2.3K

Event2026-06-30

Filed2026-07-17

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL COM

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-17

NDAQ

NASDAQ INC COM

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-17

BKR

BAKER HUGHES COMPANY CL A

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-17

THC

TENET HEALTHCARE CORP COM NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC COM

-4.86%

Shares1.7K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP COM

28.19%

Shares2.6K

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW COM

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP COM

15.02%

Shares1.8K

Event2026-06-30

Filed2026-07-17

LAMR

LAMAR ADVERTISING CO CL A

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP COM

3.13%

Shares3.5K

Event2026-06-30

Filed2026-07-17

CMI

CUMMINS INC COM

9.76%

Shares495

Event2026-06-30

Filed2026-07-17

NETFLIX INC. COM

11.98%

Shares4.9K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC COM

5.79%

Shares1.9K

Event2026-06-30

Filed2026-07-17

HCA

HCA HEALTHCARE INC COM

3.12%

Shares893

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC COM

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FENY

FIDELITY MSCI ENERGY INDEX ETF

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-17

ISHARES S&P 500 INDEX

0.00%

Shares442

Event2026-06-30

Filed2026-07-17

PLD

PROLOGIS INC. COM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC COM

5.61%

Shares339

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC COM

-2.47%

Shares276

Event2026-06-30

Filed2026-07-17

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP COM

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

TTE

TOTALENERGIES SE ACT

6.48%

Shares4.0K

Event2026-06-30

Filed2026-07-17

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

5.78%

Shares7.3K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP COM

0.00%

Shares310

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL COM

59.22%

Shares1.6K

Event2026-06-30

Filed2026-07-17

PEG

PUBLIC SVC ENTERPRISE GROUP COM

2.65%

Shares3.7K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC COM

27.29%

Shares2.2K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES CORE S&P SMALL CAP ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

EMR

EMERSON ELEC CO COM

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-17

MCK

MCKESSON CORP COM

59.27%

Shares395

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP COM

3.87%

Shares6.2K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC COM

12.33%

Shares2.5K

Event2026-06-30

Filed2026-07-17

TMUS

T-MOBILE US INC COM

-0.91%

Shares1.7K

Event2026-06-30

Filed2026-07-17

ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-17

FORD MTR CO COM

32.47%

Shares20.7K

Event2026-06-30

Filed2026-07-17

FIDU

FIDELITY MSCI INDUSTRIAL INDEX ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

NVO

NOVO-NORDISK A S ADR

55.84%

Shares6.0K

Event2026-06-30

Filed2026-07-17

SCMB

SCHWAB MUNICIPAL BOND ETF

New

Shares11.0K

Event2026-06-30

Filed2026-07-17

NVS

NOVARTIS AG SPONSORED ADR

34.35%

Shares1.8K

Event2026-06-30

Filed2026-07-17

ELECTRONIC ARTS INC COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

IBN

ICICI BANK LIMITED ADR

-1.27%

Shares9.5K

Event2026-06-30

Filed2026-07-17

AT&T INC COM

62.37%

Shares13.3K

Event2026-06-30

Filed2026-07-17

IGM

ISHARES EXPANDED TECH SECTOR ETF

-2.21%

Shares1.7K

Event2026-06-30

Filed2026-07-17

XEL

XCEL ENERGY INC COM

-2.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

-12.96%

Shares6.0K

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO COM

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-17

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES CORE S&P MID CAP ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-10.11%

Shares2.7K

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP COM

0.00%

Shares831

Event2026-06-30

Filed2026-07-17

HSBC

HSBC HLDGS PLC SPON ADR NEW

5.24%

Shares2.7K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP COM

10.84%

Shares501

Event2026-06-30

Filed2026-07-17

CORTEVA INC COM

0.98%

Shares3.0K

Event2026-06-30

Filed2026-07-17

ARAMARK COM

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-17

FDIS

FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

SAP

SAP SE SPON ADR

46.32%

Shares1.6K

Event2026-06-30

Filed2026-07-17

DEERE & CO COM

-8.94%

Shares387

Event2026-06-30

Filed2026-07-17

HLT

HILTON WORLDWIDE HLDGS INC COM

0.00%

Shares738

Event2026-06-30

Filed2026-07-17

IYE

ISHARES U.S. ENERGY ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC COM

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION COM

7.19%

Shares760

Event2026-06-30

Filed2026-07-17

UNILEVER PLC SPON ADR NEW

-4.32%

Shares4.0K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO COM

27.59%

Shares2.5K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES COM

-12.38%

Shares2.6K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP COM

-1.20%

Shares659

Event2026-06-30

Filed2026-07-17

KROGER CO COM

11.09%

Shares4.2K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO COM

41.78%

Shares2.5K

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares749

Event2026-06-30

Filed2026-07-17

FNCL

FIDELITY MSCI FINANCIALS INDEX ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC COM

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-17

SONY

SONY GROUP CORP SPONSORED ADR

10.55%

Shares10.9K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC COM

17.27%

Shares3.0K

Event2026-06-30

Filed2026-07-17

BHP

BHP BILLITON LIMITED SPONSORED ADS

8.52%

Shares2.6K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC COM NEW

2.62%

Shares2.3K

Event2026-06-30

Filed2026-07-17

FCOM

FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-17

EXC

EXELON CORP COM

21.68%

Shares4.6K

Event2026-06-30

Filed2026-07-17

LOGI

LOGITECH INTL S A SHS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

APD

AIR PRODUCTS AND CHEMICALS INC COM

-0.41%

Shares721

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC COM

-4.64%

Shares617

Event2026-06-30

Filed2026-07-17

WAB

WABTEC COM

-0.13%

Shares779

Event2026-06-30

Filed2026-07-17

FMAT

FIDELITY MSCI MATERIALS INDEX ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-17

APA CORPORATION COM

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-17

FITB

FIFTH THIRD BANCORP COM

20.62%

Shares3.7K

Event2026-06-30

Filed2026-07-17

TEVA

TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-17

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

ISHARES AGGREGATE BOND ETF

-13.90%

Shares2.1K

Event2026-06-30

Filed2026-07-17

SYY

SYSCO CORP COM

25.54%

Shares2.5K

Event2026-06-30

Filed2026-07-17

NTES

NETEASE COM INC SPONSORED ADS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

CONSOLIDATED EDISON INC COM

13.25%

Shares1.8K

Event2026-06-30

Filed2026-07-17

UBS

UBS GROUP AG SHS

50.02%

Shares4.0K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES MSCI EAFE VALUE INDEX ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

VMC

VULCAN MATLS CO COM

0.00%

Shares668

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC COM

0.00%

Shares494

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL COM

1.39%

Shares876

Event2026-06-30

Filed2026-07-17

CME

CME GROUP INC COM

23.32%

Shares883

Event2026-06-30

Filed2026-07-17

SOFI

SOFI TECHNOLOGIES INC COM

0.69%

Shares10.9K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES MSCI EAFE GROWTH ETF

-29.60%

Shares1.6K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER COM

0.00%

Shares811

Event2026-06-30

Filed2026-07-17

WELL

WELLTOWER INC COM

0.00%

Shares848

Event2026-06-30

Filed2026-07-17

KNX

KNIGHT-SWIFT TRANSN HLDGS INC CL A

New

Shares2.5K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC COM

0.00%

Shares747

Event2026-06-30

Filed2026-07-17

OXY

OCCIDENTAL PETE CORP COM

12.57%

Shares3.9K

Event2026-06-30

Filed2026-07-17

FANG

DIAMONDBACK ENERGY INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares602

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA COM

8.16%

Shares915

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP COM

13.25%

Shares684

Event2026-06-30

Filed2026-07-17

FREEPORT MCMORAN INC CL B

20.34%

Shares3.0K

Event2026-06-30

Filed2026-07-17

HST

HOST HOTELS & RESORTS INC COM

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-17

ALL

ALLSTATE CORP COM

15.30%

Shares776

Event2026-06-30

Filed2026-07-17

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares816

Event2026-06-30

Filed2026-07-17

TORONTO DOMINION BK ONT COM NEW

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

KKR

KKR & CO INC COM

10.29%

Shares2.0K

Event2026-06-30

Filed2026-07-17

HMC

HONDA MOTOR CO LTD ADR ECH CNV IN 3

33.54%

Shares6.6K

Event2026-06-30

Filed2026-07-17

ATO

ATMOS ENERGY CORP COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

ISRG

INTUITIVE SURGICAL INC COM NEW

59.01%

Shares450

Event2026-06-30

Filed2026-07-17

GWW

WW GRAINGER INC COM

0.00%

Shares131

Event2026-06-30

Filed2026-07-17

EPI

WISDOMTREE TR INDIA EARNINGS FD

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-17

RIO

RIO TINTO PLC SPONSORED ADR

44.81%

Shares1.8K

Event2026-06-30

Filed2026-07-17

ALCOA CORP COM

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-17

PCAR

PACCAR INC COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

DRI

DARDEN RESTAURANTS INC COM

27.58%

Shares828

Event2026-06-30

Filed2026-07-17

FHLC

FIDELITY MSCI HEALTH CARE INDEX ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-17

PWB

INVESCO LARGE CAP GROWTH ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

BUD

ANHEUSER BUSCH INBEV SA NV SPONSORED ADR

23.73%

Shares2.1K

Event2026-06-30

Filed2026-07-17

CMG

CHIPOTLE MEXICAN GRILL INC COM

-9.45%

Shares5.0K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP COM

0.00%

Shares681

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC COM

New

Shares755

Event2026-06-30

Filed2026-07-17

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC COM

New

Shares755

Event2026-06-30

Filed2026-07-17

AZO

AUTOZONE INC COM

18.18%

Shares52

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED CL A

-5.92%

Shares318

Event2026-06-30

Filed2026-07-17

EWC

ISHARES MSCI CANADA INDEX

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-17

FDN

FIRST TRUST DOW JONES INTERNET INDEX FUND

0.00%

Shares611

Event2026-06-30

Filed2026-07-17

BOX INC CL A

-3.56%

Shares6.0K

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

3M CO COM

22.07%

Shares979

Event2026-06-30

Filed2026-07-17

BBHY

JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

FSTA

FIDELITY MSCI CONSUMER STAPLES INDEX ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

WSM

WILLIAMS SONOMA INC COM

69.37%

Shares669

Event2026-06-30

Filed2026-07-17

TSCO

TRACTOR SUPPLY CO COM

-26.62%

Shares4.8K

Event2026-06-30

Filed2026-07-17

RYAAY

RYANAIR HOLDINGS PLC SPONSORED ADR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-17

SHW

SHERWIN WILLIAMS CO COM

-19.23%

Shares441

Event2026-06-30

Filed2026-07-17

ALB

ALBEMARLE CORP COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

MSI

MOTOROLA SOLUTIONS INC COM NEW

32.36%

Shares364

Event2026-06-30

Filed2026-07-17

WBD

WARNER BROS DISCOVERY INC COM SER A

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-17

ENB

ENBRIDGE INC COM

10.42%

Shares2.8K

Event2026-06-30

Filed2026-07-17

YETI

YETI HLDGS INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

OMC

OMNICOM GROUP INC COM

6.64%

Shares2.0K

Event2026-06-30

Filed2026-07-17

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

0.00%

Shares738

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC COM

58.99%

Shares884

Event2026-06-30

Filed2026-07-17

HII

HUNTINGTON INGALLS INDS INC COM

0.00%

Shares525

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR S&P 500 ETF

0.00%

Shares195

Event2026-06-30

Filed2026-07-17

CDP

COPT DEFENSE PROPERTIES SHS BEN INT

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

DLR

DIGITAL RLTY TR INC COM

0.00%

Shares799

Event2026-06-30

Filed2026-07-17

DEUTSCHE BK AG NAMEN AKT

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-17

FIRST INDL RLTY TR INC COM

22.69%

Shares2.3K

Event2026-06-30

Filed2026-07-17

BBAG

JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF

2.65%

Shares3.1K

Event2026-06-30

Filed2026-07-17

EWJ

ISHARES MSCI JAPAN ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

WMG

WARNER MUSIC GROUP CORP COM CL A

31.30%

Shares5.2K

Event2026-06-30

Filed2026-07-17

ECL

ECOLAB INC COM

1.62%

Shares502

Event2026-06-30

Filed2026-07-17

EQT

EQT CORP COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

PAYX

PAYCHEX INC COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

CONSTELLATION BRANDS INC CL A

45.55%

Shares965

Event2026-06-30

Filed2026-07-17

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares982

Event2026-06-30

Filed2026-07-17

PSA

PUBLIC STORAGE COM

26.91%

Shares415

Event2026-06-30

Filed2026-07-17

YUM

YUM BRANDS INC COM

10.66%

Shares820

Event2026-06-30

Filed2026-07-17

LEA

LEAR CORP COM NEW

0.00%

Shares974

Event2026-06-30

Filed2026-07-17

MUR

MURPHY OIL CORP COM

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

WAT

WATERS CORP COM

-3.34%

Shares347

Event2026-06-30

Filed2026-07-17

HDV

ISHARES CORE HIGH DIVIDEND ETF

400.00%

Shares4.7K

Event2026-06-30

Filed2026-07-17

KDP

KEURIG DR PEPPER INC COM

223.79%

Shares3.9K

Event2026-06-30

Filed2026-07-17

WEC

WEC ENERGY GROUP INC COM

24.15%

Shares1.1K

Event2026-06-30

Filed2026-07-17

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

0.00%

Shares537

Event2026-06-30

Filed2026-07-17

PPG

PPG INDS INC COM

28.68%

Shares1.1K

Event2026-06-30

Filed2026-07-17

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

0.00%

Shares429

Event2026-06-30

Filed2026-07-17

RELIANCE INC COM

0.00%

Shares331

Event2026-06-30

Filed2026-07-17

ACWI

ISHARES MSCI ACWI ETF

0.00%

Shares786

Event2026-06-30

Filed2026-07-17

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

GSK PLC SPONSORED ADR

69.04%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SLG

SL GREEN RLTY CORP COM

-0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-17

EWA

ISHARES INC MSCI AUSTRALIA INDEX FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-17

GRMN

GARMIN LTD SHS

0.00%

Shares500

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED COM

4.83%

Shares347

Event2026-06-30

Filed2026-07-17

EFA

ISHARES MSCI EAFE ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

USFD

US FOODS HLDG CORP COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

LIVE NATION ENTERTAINMENT INC COM

63.68%

Shares640

Event2026-06-30

Filed2026-07-17

TSN

TYSON FOODS INC CL A

14.99%

Shares2.0K

Event2026-06-30

Filed2026-07-17

CNI

CANADIAN NATL RY CO COM

-9.89%

Shares957

Event2026-06-30

Filed2026-07-17

INTU

INTUIT COM

-8.70%

Shares430

Event2026-06-30

Filed2026-07-17

JBHT

HUNT J B TRANS SVCS INC COM

0.00%

Shares386

Event2026-06-30

Filed2026-07-17

IWF

ISHARES RUSSELL 1000 GROWTH ETF

289.38%

Shares880

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC CL A

59.83%

Shares935

Event2026-06-30

Filed2026-07-17

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

322.60%

Shares1.8K

Event2026-06-30

Filed2026-07-17

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

ESGE

ISHARES ESG AWARE MSCI EM ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-17

UAL

UNITED AIRLS HLDGS INC COM

0.00%

Shares765

Event2026-06-30

Filed2026-07-17

REALTY INCOME CORP COM

32.20%

Shares1.7K

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

0.00%

Shares107

Event2026-06-30

Filed2026-07-17

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

AMT

AMERICAN TOWER CORP COM

15.90%

Shares627

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO COM

151.29%

Shares1.7K

Event2026-06-30

Filed2026-07-17

IRM

IRON MTN INC DEL COM

-0.25%

Shares788

Event2026-06-30

Filed2026-07-17

BROOKFIELD CORP CL A LTD VT SH

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

TRGP

TARGA RES CORP COM

0.00%

Shares366

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC COM

2400.00%

Shares550

Event2026-06-30

Filed2026-07-17

AEM

AGNICO EAGLE MINES LTD COM

0.00%

Shares626

Event2026-06-30

Filed2026-07-17

RGLD

ROYAL GOLD INC COM

0.00%

Shares486

Event2026-06-30

Filed2026-07-17

FMX

FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS

0.00%

Shares758

Event2026-06-30

Filed2026-07-17

IOO

ISHARES GLOBAL 100 ETF

0.00%

Shares704

Event2026-06-30

Filed2026-07-17

EWT

ISHARES MSCI TAIWAN ETF

0.00%

Shares863

Event2026-06-30

Filed2026-07-17

DBX

DROPBOX INC CL A

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

0.49%

Shares3.7K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP COM

0.00%

Shares899

Event2026-06-30

Filed2026-07-17

QNITY ELECTRONICS INC COMMON STOCK

-12.73%

Shares569

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC COM

0.00%

Shares184

Event2026-06-30

Filed2026-07-17

SMFG

SUMITOMO MITSUI FIN GRP INC SPONSORED ADR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-17

WDFC

WD 40 CO COM

0.00%

Shares369

Event2026-06-30

Filed2026-07-17

IXC

ISHARES GLOBAL ENERGY ETF

-20.55%

Shares1.8K

Event2026-06-30

Filed2026-07-17

LHX

L3HARRIS TECHNOLOGIES INC COM

0.00%

Shares306

Event2026-06-30

Filed2026-07-17

EEM

ISHARES MSCI EMERGING MARKETS ETF

-15.02%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ENI SPA SPONSORED ADR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP COM

82.56%

Shares785

Event2026-06-30

Filed2026-07-17

VNQ

VANGUARD REIT INDEX ETF

0.00%

Shares880

Event2026-06-30

Filed2026-07-17

OVV

OVINTIV INC COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

UGA

UNITED STATES GASOLINE FUND LP

0.00%

Shares814

Event2026-06-30

Filed2026-07-17

MUFG

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

659.57%

Shares4.2K

Event2026-06-30

Filed2026-07-17

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.00%

Shares667

Event2026-06-30

Filed2026-07-17

SECT

MAIN SECTOR ROTATION ETF

-2.74%

Shares1.1K

Event2026-06-30

Filed2026-07-17

BUNGE GLOBAL SA COM SHS

0.00%

Shares766

Event2026-06-30

Filed2026-07-17

IYG

ISHARES US FINANCIAL SERVICES ETF

0.00%

Shares900

Event2026-06-30

Filed2026-07-17

JMHI

JPMORGAN HIGH YIELD MUNICIPAL ETF

-62.11%

Shares1.6K

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF

0.00%

Shares913

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

0.00%

Shares951

Event2026-06-30

Filed2026-07-17

AWK

AMERICAN WTR WKS CO INC NEW COM

5.85%

Shares597

Event2026-06-30

Filed2026-07-17

CBRE

CBRE GROUP INC CL A

0.00%

Shares578

Event2026-06-30

Filed2026-07-17

LEN

LENNAR CORP CL A

-14.37%

Shares858

Event2026-06-30

Filed2026-07-17

WYNN

WYNN RESORTS LTD COM

0.00%

Shares794

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING INC COM

-5.85%

Shares338

Event2026-06-30

Filed2026-07-17

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

0.00%

Shares300

Event2026-06-30

Filed2026-07-17

SLB

SLB LIMITED COM STK

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares324

Event2026-06-30

Filed2026-07-17

ALC

ALCON AG ORD SHS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

NBIS

NEBIUS GROUP N.V. SHS CLASS A

0.00%

Shares268

Event2026-06-30

Filed2026-07-17

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares304

Event2026-06-30

Filed2026-07-17

QSR

RESTAURANT BRANDS INTL INC COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

JOHNSON CTLS INTL PLC SHS

127.52%

Shares496

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

0.00%

Shares698

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC COM SHS

29.23%

Shares420

Event2026-06-30

Filed2026-07-17

EXR

EXTRA SPACE STORAGE INC COM

19.66%

Shares487

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC CL A SUB VTG SHS

0.00%

Shares614

Event2026-06-30

Filed2026-07-17

EGP

EASTGROUP PPTYS INC COM

0.00%

Shares345

Event2026-06-30

Filed2026-07-17

BCC

BOISE CASCADE CO DEL COM

0.00%

Shares900

Event2026-06-30

Filed2026-07-17

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares636

Event2026-06-30

Filed2026-07-17

TXT

TEXTRON INC COM

0.00%

Shares750

Event2026-06-30

Filed2026-07-17

ULTA BEAUTY INC COM

0.00%

Shares152

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares278

Event2026-06-30

Filed2026-07-17

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares896

Event2026-06-30

Filed2026-07-17

BLOK

AMPLIFY BLOCKCHAIN TECHNOLOGY ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares392

Event2026-06-30

Filed2026-07-17

EBAY

EBAY INC. COM

0.00%

Shares598

Event2026-06-30

Filed2026-07-17

INFY

INFOSYS LTD SPONSORED ADR

-5.37%

Shares6.3K

Event2026-06-30

Filed2026-07-17

BXP

BXP INC COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP COM

-14.36%

Shares1.5K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC COM

214.32%

Shares2.7K

Event2026-06-30

Filed2026-07-17

BCS

BARCLAYS PLC ADR

57.11%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD GROWTH ETF

500.00%

Shares738

Event2026-06-30

Filed2026-07-17

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares415

Event2026-06-30

Filed2026-07-17

NXP SEMICONDUCTORS N V COM

0.00%

Shares222

Event2026-06-30

Filed2026-07-17

SUNCOR ENERGY INC NEW COM

51.25%

Shares1.1K

Event2026-06-30

Filed2026-07-17

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

0.00%

Shares820

Event2026-06-30

Filed2026-07-17

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AON

AON PLC SHS CL A

-1.08%

Shares184

Event2026-06-30

Filed2026-07-17

STLD

STEEL DYNAMICS INC COM

0.00%

Shares264

Event2026-06-30

Filed2026-07-17

ENERGY TRANSFER L P COM UT LTD PTN

-8.20%

Shares3.1K

Event2026-06-30

Filed2026-07-17

NTR

NUTRIEN LTD COM

0.00%

Shares952

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC SHS

0.00%

Shares122

Event2026-06-30

Filed2026-07-17

AGCO

AGCO CORP COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-17

EQR

EQUITY RESIDENTIAL SH BEN INT

48.40%

Shares880

Event2026-06-30

Filed2026-07-17

BBY

BEST BUY INC COM

-26.24%

Shares787

Event2026-06-30

Filed2026-07-17

KVUE

KENVUE INC COM

341.94%

Shares3.0K

Event2026-06-30

Filed2026-07-17

FPE

FIRST TRUST PREFERRED SECURITIES & INCOME ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-17

AGILENT TECHNOLOGIES INC COM

24.26%

Shares420

Event2026-06-30

Filed2026-07-17

BARRICK MNG CORP COM SHS

54.40%

Shares1.5K

Event2026-06-30

Filed2026-07-17

CHD

CHURCH & DWIGHT CO INC COM

0.00%

Shares550

Event2026-06-30

Filed2026-07-17

HSY

HERSHEY CO COM

-0.33%

Shares299

Event2026-06-30

Filed2026-07-17

REET

ISHARES GLOBAL REIT ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-17

EDIV

STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC COM

111.46%

Shares332

Event2026-06-30

Filed2026-07-17

BAM

BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS

280.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares144

Event2026-06-30

Filed2026-07-17

SMH

VANECK SEMICONDUCTOR ETF

0.00%

Shares79

Event2026-06-30

Filed2026-07-17

BDX

BECTON DICKINSON & CO COM

22.88%

Shares333

Event2026-06-30

Filed2026-07-17

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

0.00%

Shares630

Event2026-06-30

Filed2026-07-17

CACI

CACI INTL INC CL A

0.00%

Shares108

Event2026-06-30

Filed2026-07-17

MAA

MID-AMER APT CMNTYS INC COM

0.00%

Shares360

Event2026-06-30

Filed2026-07-17

CINF

CINCINNATI FINL CORP COM

0.00%

Shares267

Event2026-06-30

Filed2026-07-17

IVE

ISHARES S&P 500 VALUE ETF

-22.22%

Shares217

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC COM

-8.53%

Shares418

Event2026-06-30

Filed2026-07-17

VPU

VANGUARD UTILITIES

0.00%

Shares248

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP CL A

0.00%

Shares271

Event2026-06-30

Filed2026-07-17

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

0.00%

Shares458

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO COM CL A

0.00%

Shares142

Event2026-06-30

Filed2026-07-17

VOX

VANGUARD COMMUNICATION SERVICES ETF

0.00%

Shares255

Event2026-06-30

Filed2026-07-17

USB

US BANCORP COM NEW

0.00%

Shares772

Event2026-06-30

Filed2026-07-17

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares345

Event2026-06-30

Filed2026-07-17

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

FSCO

FS CREDIT OPPORTUNITIES CORP COMMON STOCK

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-17

PPL CORP COM

-3.95%

Shares1.2K

Event2026-06-30

Filed2026-07-17

IHI

ISHARES U.S. MEDICAL DEVICES ETF

-2.41%

Shares889

Event2026-06-30

Filed2026-07-17

DOLLAR GEN CORP COM

788.10%

Shares373

Event2026-06-30

Filed2026-07-17

EQIX

EQUINIX INC COM

10.81%

Shares41

Event2026-06-30

Filed2026-07-17

FLEX

FLEX LTD ORD

0.00%

Shares263

Event2026-06-30

Filed2026-07-17

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

0.00%

Shares107

Event2026-06-30

Filed2026-07-17

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares278

Event2026-06-30

Filed2026-07-17

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

New

Shares255

Event2026-06-30

Filed2026-07-17

PINS

PINTEREST INC CL A

-19.73%

Shares2.0K

Event2026-06-30

Filed2026-07-17

TEL

TE CONNECTIVITY PLC ORD SHS

0.00%

Shares205

Event2026-06-30

Filed2026-07-17

IYM

ISHARES U.S. BASIC MATERIALS ETF

0.00%

Shares230

Event2026-06-30

Filed2026-07-17

ORA

ORMAT TECHNOLOGIES INC COM

0.00%

Shares376

Event2026-06-30

Filed2026-07-17

VANGUARD TOTAL WORLD STOCK ETF

-1.89%

Shares260

Event2026-06-30

Filed2026-07-17

VVV

VALVOLINE INC COM

-22.48%

Shares1.0K

Event2026-06-30

Filed2026-07-17

VNT

VONTIER CORPORATION COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

NEU

NEWMARKET CORP COM

0.00%

Shares50

Event2026-06-30

Filed2026-07-17

FLRN

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-17

ROKU

ROKU INC COM CL A

-55.26%

Shares285

Event2026-06-30

Filed2026-07-17

DLTR

DOLLAR TREE INC COM

-37.21%

Shares324

Event2026-06-30

Filed2026-07-17

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

GFI

GOLD FIELDS LTD SPONSORED ADR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-17

REGN

REGENERON PHARMACEUTICALS COM

0.00%

Shares60

Event2026-06-30

Filed2026-07-17

VALE

VALE S A SPONSORED ADS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-17

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

669.43%

Shares1.5K

Event2026-06-30

Filed2026-07-17

VDC

VANGUARD CONSUMER STAPLES ETF

0.00%

Shares165

Event2026-06-30

Filed2026-07-17

NKE

NIKE INC CL B

-42.05%

Shares900

Event2026-06-30

Filed2026-07-17

VANGUARD RUSSELL 2000 ETF

0.00%

Shares303

Event2026-06-30

Filed2026-07-17

VST

VISTRA CORP COM

6.94%

Shares231

Event2026-06-30

Filed2026-07-17

MHK

MOHAWK INDS INC COM

0.00%

Shares300

Event2026-06-30

Filed2026-07-17

WTRG

ESSENTIAL UTILS INC COM

0.00%

Shares947

Event2026-06-30

Filed2026-07-17

ROST

ROSS STORES INC COM

0.00%

Shares167

Event2026-06-30

Filed2026-07-17

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

0.00%

Shares748

Event2026-06-30

Filed2026-07-17

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.00%

Shares194

Event2026-06-30

Filed2026-07-17

MICROCHIP TECHNOLOGY INC. COM

14.20%

Shares378

Event2026-06-30

Filed2026-07-17

VGSH

VANGUARD SHORT-TERM TREASURY ETF

0.00%

Shares592

Event2026-06-30

Filed2026-07-17

MELI

MERCADOLIBRE INC COM

0.00%

Shares20

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

0.00%

Shares670

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP COM

0.00%

Shares668

Event2026-06-30

Filed2026-07-17

RBLX

ROBLOX CORP CL A

0.00%

Shares606

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC SHS

-62.25%

Shares419

Event2026-06-30

Filed2026-07-17

EDWARDS LIFESCIENCES CORP COM

0.00%

Shares357

Event2026-06-30

Filed2026-07-17

S&P GLOBAL INC COM

-50.00%

Shares79

Event2026-06-30

Filed2026-07-17

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

0.00%

Shares356

Event2026-06-30

Filed2026-07-17

IBB

ISHARES BIOTECHNOLOGY ETF

0.00%

Shares162

Event2026-06-30

Filed2026-07-17

ROK

ROCKWELL AUTOMATION INC COM

0.00%

Shares62

Event2026-06-30

Filed2026-07-17

ARES CAPITAL CORP COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

758.33%

Shares206

Event2026-06-30

Filed2026-07-17

PCY

POWERSHARES EMERGING MKTS SOVEREIGN DEBT

2.81%

Shares1.4K

Event2026-06-30

Filed2026-07-17

CMF

ISHARES CALIFORNIA MUNI BOND ETF

0.00%

Shares518

Event2026-06-30

Filed2026-07-17

HAL

HALLIBURTON CO COM

0.00%

Shares872

Event2026-06-30

Filed2026-07-17

PRU

PRUDENTIAL FINL INC COM

0.00%

Shares270

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available