Sponsored

The Analysis of Smith Salley Wealth Management's Holdings & P&L

Currently, Smith Salley Wealth Management holds 275 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in AMD (+47.8K shares, valued at $27.8M), APH (+128.7K shares, valued at $22.7M), N/A (+37.2K shares, valued at $14.0M); decreased their positions in MRVL (-180.9K shares, valued at $53.9M), MBB (-49.1K shares, valued at $4.6M), AMZN (-15.0K shares, valued at $3.6M); initiated new positions in C (+24.4K shares, valued at $3.4M), N/A (+1.7K shares, valued at $1.6M), N/A (+6.9K shares, valued at $1.6M).

1M P&L

-3.2M-0.18%

3M P&L

+412.1K+0.02%

HY P&L

+160.7M+9.69%

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

1Semiconductors324.1M

17.8%

2N/A171.0M

9.4%

3Internet Content & Information128.9M

7.1%

Top Industries by Stock Count

1N/A88 stocks

36.4%

2Aerospace & Defense10 stocks

4.1%

3Semiconductors9 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION778.3K shares0.28%2026-06-302026-07-23

AAPL APPLE INC412.0K shares-1.06%2026-06-302026-07-23

GOOG ALPHABET INC277.7K shares-0.21%2026-06-302026-07-23

MSFT MICROSOFT CORP243.7K shares1.09%2026-06-302026-07-23

AMZN AMAZON COM INC266.0K shares-5.33%2026-06-302026-07-23

BROADCOM INC BROADCOM INC162.7K shares29.63%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC49.2K shares-2.45%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO162.4K shares0.83%2026-06-302026-07-23

Sponsored

ASML ASML HLDG NV26.7K shares1.92%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL101.6K shares-0.87%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC80.7K shares0.15%2026-06-302026-07-23

TJX TJX COS INC NEW278.6K shares-0.86%2026-06-302026-07-23

VISA INC VISA INC120.3K shares-0.33%2026-06-302026-07-23

ADI ANALOG DEVICES INC102.6K shares-7.10%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION214.0K shares0.01%2026-06-302026-07-23

ABBVIE INC ABBVIE INC159.1K shares-1.07%2026-06-302026-07-23

Sponsored

APH AMPHENOL CORP224.0K shares135.00%2026-06-302026-07-23

ANET ARISTA NETWORKS INC203.2K shares2.64%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC364.7K shares0.25%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC106.7K shares-62.89%2026-06-302026-07-23

GOOGL ALPHABET INC86.2K shares12.56%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC58.9K shares-0.89%2026-06-302026-07-23

LOW LOWES COS INC133.7K shares-0.88%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC49.6K shares2716.35%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO23.7K shares13.18%2026-06-302026-07-23

LIN LINDE PLC54.6K shares0.00%2026-06-302026-07-23

BN BROOKFIELD CORP648.1K shares-1.42%2026-06-302026-07-23

AME AMETEK INC110.5K shares1.39%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED50.4K shares-0.92%2026-06-302026-07-23

CW CURTISS WRIGHT CORP33.2K shares0.56%2026-06-302026-07-23

PG PROCTER & GAMBLE CO165.2K shares0.87%2026-06-302026-07-23

CVX CHEVRON CORPORATION129.8K shares2.30%2026-06-302026-07-23

Sponsored

CASY CASEYS GEN STORES INC26.7K shares-12.82%2026-06-302026-07-23

IGIB ISHARES TR387.8K shares108.87%2026-06-302026-07-23

UNP UNION PAC CORP73.8K shares0.27%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC80.9K shares1.57%2026-06-302026-07-23

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V70.6K shares-14.09%2026-06-302026-07-23

CAT CATERPILLAR INC17.9K shares2.95%2026-06-302026-07-23

MKL MARKEL GROUP INC9.2K shares-0.23%2026-06-302026-07-23

PEP PEPSICO INC125.8K shares0.49%2026-06-302026-07-23

Sponsored

ABT ABBOTT LABORATORIES187.2K shares-1.27%2026-06-302026-07-23

SPHY SPDR SERIES TRUST715.9K shares293.92%2026-06-302026-07-23

CMI CUMMINS INC23.0K shares2.47%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON63.1K shares9.16%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC135.0K shares77.28%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC38.9K shares-0.55%2026-06-302026-07-23

ELV ELEVANCE HEALTH INC FORMERLY39.7K shares0.49%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS54.3K shares122.12%2026-06-302026-07-23

Sponsored

FTEC FIDELITY COVINGTON TRUST45.2K shares-1.43%2026-06-302026-07-23

IGSB ISHARES TR245.5K shares-1.85%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC162.6K shares-0.00%2026-06-302026-07-23

TDG TRANSDIGM GROUP INC9.1K shares13.36%2026-06-302026-07-23

CL COLGATE PALMOLIVE CO129.0K shares2.82%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC61.2K shares-11.20%2026-06-302026-07-23

ISHARES TR ISHARES TR120.0K shares2.72%2026-06-302026-07-23

ROP ROPER TECHNOLOGIES INC32.9K shares-3.24%2026-06-302026-07-23

Sponsored

MBB ISHARES TR115.6K shares-29.79%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP21.0K shares-1.54%2026-06-302026-07-23

WMT WALMART INC88.4K shares4.75%2026-06-302026-07-23

XYL XYLEM INC79.7K shares-1.94%2026-06-302026-07-23

BAC BANK OF AMER CORP162.3K shares3.42%2026-06-302026-07-23

ETN EATON CORP PLC17.9K shares-5.27%2026-06-302026-07-23

HD HOME DEPOT INC21.6K shares0.79%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW59.1K shares-0.43%2026-06-302026-07-23

Sponsored

KO COCA COLA CO91.7K shares3.30%2026-06-302026-07-23

SHYG ISHARES TR171.4K shares-2.25%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC17.1K shares7.86%2026-06-302026-07-23

FBNC FIRST BANCORP N C110.6K shares0.00%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares-0.17%2026-06-302026-07-23

MS MORGAN STANLEY30.8K shares4.40%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC8.3K shares-7.18%2026-06-302026-07-23

VGT VANGUARD WORLD FD50.4K shares698.62%2026-06-302026-07-23

Sponsored

VRT VERTIV HOLDINGS CO17.8K shares-10.20%2026-06-302026-07-23

IEMG ISHARES INC71.4K shares-1.69%2026-06-302026-07-23

MRK MERCK & CO INC45.2K shares2.87%2026-06-302026-07-23

TXN TEXAS INSTRS INC18.7K shares-8.15%2026-06-302026-07-23

MCO MOODYS CORP11.2K shares3.06%2026-06-302026-07-23

BAM BROOKFIELD ASSET MANAGMT LTD112.3K shares-0.71%2026-06-302026-07-23

FNCL FIDELITY COVINGTON TRUST59.3K shares-1.66%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.1K shares-25.23%2026-06-302026-07-23

Sponsored

AXP AMERICAN EXPRESS CO13.1K shares0.82%2026-06-302026-07-23

SBUX STARBUCKS CORP42.8K shares2.46%2026-06-302026-07-23

BLK BLACKROCK INC4.5K shares7.12%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC31.3K shares2.55%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.58.4K shares111.41%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED12.2K shares22.32%2026-06-302026-07-23

AMGN AMGEN INC11.3K shares1.85%2026-06-302026-07-23

FCOM FIDELITY COVINGTON TRUST57.8K shares-1.68%2026-06-302026-07-23

Sponsored

DLR DIGITAL RLTY TR INC21.5K shares76.46%2026-06-302026-07-23

QQQ INVESCO QQQ TR5.2K shares-4.20%2026-06-302026-07-23

TSLA TESLA INC9.0K shares5.21%2026-06-302026-07-23

MCD MCDONALDS CORP13.1K shares0.28%2026-06-302026-07-23

VUG VANGUARD INDEX FDS40.1K shares512.05%2026-06-302026-07-23

C CITIGROUP INC24.4K sharesnew addition2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC8.5K shares33.82%2026-06-302026-07-23

FHLC FIDELITY COVINGTON TRUST43.3K shares-1.94%2026-06-302026-07-23

Sponsored

T AT&T INC158.7K shares1.39%2026-06-302026-07-23

PRF INVESCO EXCHANGE TRADED FD T59.3K shares0.00%2026-06-302026-07-23

MELI MERCADOLIBRE INC1.9K shares11.07%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC30.9K shares32.64%2026-06-302026-07-23

FIDU FIDELITY COVINGTON TRUST30.6K shares-1.90%2026-06-302026-07-23

QCOM QUALCOMM INC16.2K shares-23.38%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC16.4K shares2394.54%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC2.9K shares4.69%2026-06-302026-07-23

Sponsored

HBAN HUNTINGTON BANCSHARES INC159.9K shares4.57%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC15.6K shares2.18%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC8.5K shares3.43%2026-06-302026-07-23

SNPS SYNOPSYS INC6.2K shares57.12%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION18.5K shares5.90%2026-06-302026-07-23

FDIS FIDELITY COVINGTON TRUST26.0K shares6.07%2026-06-302026-07-23

AUB ATLANTIC UN BANKSHARES CORP62.1K shares0.00%2026-06-302026-07-23

CRM SALESFORCE INC16.5K shares2.82%2026-06-302026-07-23

Sponsored

IQV IQVIA HLDGS INC13.3K shares2.64%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS10.4K shares0.00%2026-06-302026-07-23

ECL ECOLAB INC8.0K shares1.28%2026-06-302026-07-23

ISHARES TR ISHARES TR2.9K shares-8.01%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC7.3K shares5.73%2026-06-302026-07-23

EMR EMERSON ELEC CO14.9K shares0.67%2026-06-302026-07-23

BX BLACKSTONE INC17.7K shares0.99%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS I7.0K shares4.32%2026-06-302026-07-23

Sponsored

PGR PROGRESSIVE CORP9.2K shares-21.32%2026-06-302026-07-23

VOO VANGUARD INDEX FDS2.9K shares1.45%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP2.0K shares0.84%2026-06-302026-07-23

CME CME GROUP INC8.9K shares0.97%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC45.7K shares2.31%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS25.7K shares13.88%2026-06-302026-07-23

KLAC KLA CORP6.0K shares897.85%2026-06-302026-07-23

SYK STRYKER CORPORATION5.7K shares4.90%2026-06-302026-07-23

Sponsored

KMI KINDER MORGAN INC DEL51.7K shares4.42%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW4.4K shares-1.34%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K sharesnew addition2026-06-302026-07-23

FCNCA FIRST CTZNS BANCSHARES INC D752 shares-0.66%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC6.9K sharesnew addition2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR8.0K shares0.00%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC6.8K sharesnew addition2026-06-302026-07-23

XLF SELECT SECTOR SPDR TR27.8K shares0.00%2026-06-302026-07-23

Sponsored

IWV ISHARES TR3.4K shares7.39%2026-06-302026-07-23

IWF ISHARES TR11.6K shares277.11%2026-06-302026-07-23

PLD PROLOGIS INC.10.6K shares5.12%2026-06-302026-07-23

LRGF ISHARES TR18.8K shares0.00%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR8.7K shares0.00%2026-06-302026-07-23

GLW CORNING INC5.3K shares9.00%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR44.8K shares25.11%2026-06-302026-07-23

COP CONOCOPHILLIPS12.6K shares-59.93%2026-06-302026-07-23

Sponsored

SCHB SCHWAB STRATEGIC TR42.9K shares0.00%2026-06-302026-07-23

IWP ISHARES TR8.4K shares0.17%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR6.6K shares-0.42%2026-06-302026-07-23

FSTA FIDELITY COVINGTON TRUST23.3K shares-1.83%2026-06-302026-07-23

FENY FIDELITY COVINGTON TRUST41.1K shares-15.66%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares-12.26%2026-06-302026-07-23

MMC MARSH & MCLENNAN COS INC7.0K shares2.76%2026-06-302026-07-23

PRFZ INVESCO EXCHANGE TRADED FD T20.7K shares0.00%2026-06-302026-07-23

Sponsored

WMB WILLIAMS COS INC14.8K shares2.80%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR9.4K shares0.00%2026-06-302026-07-23

ENB ENBRIDGE INC18.7K shares0.91%2026-06-302026-07-23

VTV VANGUARD INDEX FDS4.6K shares167.96%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO10.4K shares-1.40%2026-06-302026-07-23

NTRS NORTHERN TR CORP5.7K shares1.22%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS6.1K shares-0.77%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares-22.78%2026-06-302026-07-23

Sponsored

CVS CVS HEALTH CORP9.0K shares-1.24%2026-06-302026-07-23

YUM YUM BRANDS INC5.7K shares-4.67%2026-06-302026-07-23

IWR ISHARES TR8.1K shares2.34%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP2.8K shares34.20%2026-06-302026-07-23

TFC TRUIST FINL CORP17.1K shares0.99%2026-06-302026-07-23

IWM ISHARES TR2.8K shares-15.22%2026-06-302026-07-23

IWB ISHARES TR2.0K shares2.77%2026-06-302026-07-23

USB US BANCORP13.5K shares-0.50%2026-06-302026-07-23

Sponsored

CSX CSX CORP16.8K shares-1.24%2026-06-302026-07-23

FMAT FIDELITY COVINGTON TRUST13.5K shares-1.47%2026-06-302026-07-23

FUTY FIDELITY COVINGTON TRUST13.4K shares-1.45%2026-06-302026-07-23

IUSG ISHARES TR4.1K sharesnew addition2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST14.7K sharesnew addition2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-23

GEV GE VERNOVA INC633 shares17.66%2026-06-302026-07-23

MPC MARATHON PETE CORP2.9K shares15.25%2026-06-302026-07-23

Sponsored

VEU VANGUARD INTL EQUITY INDEX F8.8K shares0.00%2026-06-302026-07-23

VLO VALERO ENERGY CORP2.7K shares0.67%2026-06-302026-07-23

FREL FIDELITY COVINGTON TRUST23.4K shares38.60%2026-06-302026-07-23

GE GE AEROSPACE1.8K shares5.30%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO11.4K shares8.42%2026-06-302026-07-23

MO ALTRIA GROUP INC9.1K shares-5.07%2026-06-302026-07-23

GL GLOBE LIFE INC3.6K shares0.00%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR19.2K shares45.44%2026-06-302026-07-23

Sponsored

TSCO TRACTOR SUPPLY CO19.9K shares0.60%2026-06-302026-07-23

IJH ISHARES TR8.1K shares13.90%2026-06-302026-07-23

NVS NOVARTIS AG3.9K shares0.00%2026-06-302026-07-23

LRCX LAM RESEARCH CORP1.4K shares18.71%2026-06-302026-07-23

NDAQ NASDAQ INC7.5K shares-5.85%2026-06-302026-07-23

VHT VANGUARD WORLD FD1.9K shares-1.12%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR16.0K shares0.00%2026-06-302026-07-23

WFC WELLS FARGO & CO6.7K shares-85.46%2026-06-302026-07-23

Sponsored

VWO VANGUARD INTL EQUITY INDEX F9.3K shares13.21%2026-06-302026-07-23

ORACLE CORP ORACLE CORP3.7K shares6.34%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION569 shares15.65%2026-06-302026-07-23

VOOG VANGUARD ADMIRAL FDS INC6.3K shares500.00%2026-06-302026-07-23

IWD ISHARES TR2.1K shares34.83%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN2.2K sharesnew addition2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC4.5K shares23.55%2026-06-302026-07-23

INTC INTEL CORP3.4K sharesnew addition2026-06-302026-07-23

Sponsored

AFL AFLAC INC4.0K shares-8.06%2026-06-302026-07-23

VO VANGUARD INDEX FDS5.6K shares299.79%2026-06-302026-07-23

IWO ISHARES TR1.1K shares-10.13%2026-06-302026-07-23

FNDX SCHWAB STRATEGIC TR14.3K shares0.00%2026-06-302026-07-23

DE DEERE & CO680 shares12.21%2026-06-302026-07-23

PPG PPG INDS INC3.5K shares-0.34%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC1.2K shares-14.18%2026-06-302026-07-23

PHM PULTE GROUP INC3.0K shares0.00%2026-06-302026-07-23

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-06-302026-07-23

IJS ISHARES TR3.0K shares18.35%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP1.1K shares-2.43%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR14.1K shares20.45%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.3K shares9.73%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR12.3K shares0.78%2026-06-302026-07-23

TYL TYLER TECHNOLOGIES INC1.3K shares-7.82%2026-06-302026-07-23

Sponsored

VV VANGUARD INDEX FDS1.1K shares47.70%2026-06-302026-07-23

XHB SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-07-23

CALM CAL MAINE FOODS INC4.6K shares0.00%2026-06-302026-07-23

LOB LIVE OAK BANCSHARES INC9.0K shares0.00%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR4.5K shares51.39%2026-06-302026-07-23

WPM WHEATON PRECIOUS METALS CORP3.1K shares0.00%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS6.9K shares0.00%2026-06-302026-07-23

HDV ISHARES TR12.6K shares402.91%2026-06-302026-07-23

Sponsored

ALL ALLSTATE CORP1.5K shares-16.39%2026-06-302026-07-23

DAL DELTA AIR LINES INC3.7K shares5.31%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND655 shares0.00%2026-06-302026-07-23

SHOP SHOPIFY INC3.0K shares15.98%2026-06-302026-07-23

SNDK SANDISK CORP147 shares-55.99%2026-06-302026-07-23

ITOT ISHARES TR2.0K shares0.00%2026-06-302026-07-23

BA BOEING CO1.5K shares11.84%2026-06-302026-07-23

EFA ISHARES TR3.0K shares-0.66%2026-06-302026-07-23

Sponsored

XLP SELECT SECTOR SPDR TR3.7K shares0.00%2026-06-302026-07-23

IWN ISHARES TR1.4K shares0.00%2026-06-302026-07-23

FNDA SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-23

ROK ROCKWELL AUTOMATION INC608 sharesnew addition2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP2.6K shares-2.54%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP445 sharesnew addition2026-06-302026-07-23

RY ROYAL BK CDA1.4K shares0.00%2026-06-302026-07-23

VCR VANGUARD WORLD FD705 shares-2.35%2026-06-302026-07-23

Sponsored

IJR ISHARES TR1.9K sharesnew addition2026-06-302026-07-23

BEAT HEARTBEAM INC367.6K shares0.00%2026-06-302026-07-23

VB VANGUARD INDEX FDS898 sharesnew addition2026-06-302026-07-23

SPLV INVESCO EXCH TRADED FD TR II3.6K shares0.00%2026-06-302026-07-23

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-06-302026-07-23

ASTS AST SPACEMOBILE INC3.0K sharesnew addition2026-06-302026-07-23

SDY SPDR SERIES TRUST1.7K shares0.00%2026-06-302026-07-23

RVTY REVVITY INC2.3K sharesnew addition2026-06-302026-07-23

Sponsored

EPD ENTERPRISE PRODS PARTNERS L7.0K shares0.22%2026-06-302026-07-23

VBK VANGUARD INDEX FDS695 shares-3.47%2026-06-302026-07-23

BIL SPDR SERIES TRUST2.8K shares-16.53%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP496 shares41.31%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO734 shares-2.52%2026-06-302026-07-23

VBR VANGUARD INDEX FDS1.0K shares0.00%2026-06-302026-07-23

GLD SPDR GOLD TR656 shares8.25%2026-06-302026-07-23

LNT ALLIANT ENERGY CORP3.1K shares0.00%2026-06-302026-07-23

Sponsored

AHR AMERICAN HEALTHCARE REIT INC4.5K shares-13.45%2026-06-302026-07-23

IYH ISHARES TR3.5K shares0.00%2026-06-302026-07-23

LNC LINCOLN NATL CORP IND6.5K shares10.68%2026-06-302026-07-23

VAW VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-07-23

RSPT INVESCO EXCHANGE TRADED FD T801 shares0.00%2026-06-302026-07-23

DHR DANAHER CORP DEL1.2K shares8.18%2026-06-302026-07-23

AXON AXON ENTERPRISE INC398 sharesnew addition2026-06-302026-07-23

J JACOBS SOLUTIONS INC1.7K shares-11.41%2026-06-302026-07-23

Sponsored

VIS VANGUARD WORLD FD600 sharesnew addition2026-06-302026-07-23

IWL ISHARES TR1.1K sharesnew addition2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC417 sharesnew addition2026-06-302026-07-23

SMH VANECK ETF TRUST313 shares-61.69%2026-06-302026-07-23

ESLT ELBIT SYS LTD270 shares0.00%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR5.5K sharesnew addition2026-06-302026-07-23

NUE NUCOR CORP913 sharesnew addition2026-06-302026-07-23

SHV ISHARES TR1.8K shares0.00%2026-06-302026-07-23

Sponsored

TEL TE CONNECTIVITY PLC1.0K sharesnew addition2026-06-302026-07-23

LUMN LUMEN TECHNOLOGIES INC17.9K shares0.00%2026-06-302026-07-23

HIVE HIVE DIGITAL TECHNOLOGIES LT11.0K sharesnew addition2026-06-302026-07-23

NVDA

NVIDIA CORPORATION

0.28%

Shares778.3K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-1.06%

Shares412.0K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-0.21%

Shares277.7K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

1.09%

Shares243.7K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-5.33%

Shares266.0K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

29.63%

Shares162.7K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-2.45%

Shares49.2K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.83%

Shares162.4K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

1.92%

Shares26.7K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.87%

Shares101.6K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

0.15%

Shares80.7K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

-0.86%

Shares278.6K

Event2026-06-30

Filed2026-07-23

VISA INC

-0.33%

Shares120.3K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

-7.10%

Shares102.6K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

0.01%

Shares214.0K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-1.07%

Shares159.1K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

135.00%

Shares224.0K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

2.64%

Shares203.2K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

0.25%

Shares364.7K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

-62.89%

Shares106.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

12.56%

Shares86.2K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

-0.89%

Shares58.9K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-0.88%

Shares133.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

2716.35%

Shares49.6K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

13.18%

Shares23.7K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

0.00%

Shares54.6K

Event2026-06-30

Filed2026-07-23

BROOKFIELD CORP

-1.42%

Shares648.1K

Event2026-06-30

Filed2026-07-23

AME

AMETEK INC

1.39%

Shares110.5K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-0.92%

Shares50.4K

Event2026-06-30

Filed2026-07-23

CURTISS WRIGHT CORP

0.56%

Shares33.2K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

0.87%

Shares165.2K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

2.30%

Shares129.8K

Event2026-06-30

Filed2026-07-23

CASY

CASEYS GEN STORES INC

-12.82%

Shares26.7K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

108.87%

Shares387.8K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.27%

Shares73.8K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

1.57%

Shares80.9K

Event2026-06-30

Filed2026-07-23

NXP SEMICONDUCTORS N V

-14.09%

Shares70.6K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

2.95%

Shares17.9K

Event2026-06-30

Filed2026-07-23

MKL

MARKEL GROUP INC

-0.23%

Shares9.2K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

0.49%

Shares125.8K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

-1.27%

Shares187.2K

Event2026-06-30

Filed2026-07-23

SPHY

SPDR SERIES TRUST

293.92%

Shares715.9K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

2.47%

Shares23.0K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

9.16%

Shares63.1K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

77.28%

Shares135.0K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

-0.55%

Shares38.9K

Event2026-06-30

Filed2026-07-23

ELV

ELEVANCE HEALTH INC FORMERLY

0.49%

Shares39.7K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

122.12%

Shares54.3K

Event2026-06-30

Filed2026-07-23

FTEC

FIDELITY COVINGTON TRUST

-1.43%

Shares45.2K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

-1.85%

Shares245.5K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

-0.00%

Shares162.6K

Event2026-06-30

Filed2026-07-23

TDG

TRANSDIGM GROUP INC

13.36%

Shares9.1K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

2.82%

Shares129.0K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

-11.20%

Shares61.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

2.72%

Shares120.0K

Event2026-06-30

Filed2026-07-23

ROP

ROPER TECHNOLOGIES INC

-3.24%

Shares32.9K

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

-29.79%

Shares115.6K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

-1.54%

Shares21.0K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

4.75%

Shares88.4K

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC

-1.94%

Shares79.7K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

3.42%

Shares162.3K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

-5.27%

Shares17.9K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

0.79%

Shares21.6K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

-0.43%

Shares59.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

3.30%

Shares91.7K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

-2.25%

Shares171.4K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

7.86%

Shares17.1K

Event2026-06-30

Filed2026-07-23

FBNC

FIRST BANCORP N C

0.00%

Shares110.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.17%

Shares18.8K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

4.40%

Shares30.8K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-7.18%

Shares8.3K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

698.62%

Shares50.4K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

-10.20%

Shares17.8K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-1.69%

Shares71.4K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

2.87%

Shares45.2K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-8.15%

Shares18.7K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

3.06%

Shares11.2K

Event2026-06-30

Filed2026-07-23

BAM

BROOKFIELD ASSET MANAGMT LTD

-0.71%

Shares112.3K

Event2026-06-30

Filed2026-07-23

FNCL

FIDELITY COVINGTON TRUST

-1.66%

Shares59.3K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-25.23%

Shares6.1K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

0.82%

Shares13.1K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

2.46%

Shares42.8K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

7.12%

Shares4.5K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

2.55%

Shares31.3K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

111.41%

Shares58.4K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

22.32%

Shares12.2K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

1.85%

Shares11.3K

Event2026-06-30

Filed2026-07-23

FCOM

FIDELITY COVINGTON TRUST

-1.68%

Shares57.8K

Event2026-06-30

Filed2026-07-23

DLR

DIGITAL RLTY TR INC

76.46%

Shares21.5K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-4.20%

Shares5.2K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

5.21%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.28%

Shares13.1K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

512.05%

Shares40.1K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

New

Shares24.4K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

33.82%

Shares8.5K

Event2026-06-30

Filed2026-07-23

FHLC

FIDELITY COVINGTON TRUST

-1.94%

Shares43.3K

Event2026-06-30

Filed2026-07-23

AT&T INC

1.39%

Shares158.7K

Event2026-06-30

Filed2026-07-23

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares59.3K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

11.07%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

32.64%

Shares30.9K

Event2026-06-30

Filed2026-07-23

FIDU

FIDELITY COVINGTON TRUST

-1.90%

Shares30.6K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-23.38%

Shares16.2K

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

2394.54%

Shares16.4K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

4.69%

Shares2.9K

Event2026-06-30

Filed2026-07-23

HBAN

HUNTINGTON BANCSHARES INC

4.57%

Shares159.9K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

2.18%

Shares15.6K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

3.43%

Shares8.5K

Event2026-06-30

Filed2026-07-23

SNPS

SYNOPSYS INC

57.12%

Shares6.2K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

5.90%

Shares18.5K

Event2026-06-30

Filed2026-07-23

FDIS

FIDELITY COVINGTON TRUST

6.07%

Shares26.0K

Event2026-06-30

Filed2026-07-23

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares62.1K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

2.82%

Shares16.5K

Event2026-06-30

Filed2026-07-23

IQV

IQVIA HLDGS INC

2.64%

Shares13.3K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

1.28%

Shares8.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-8.01%

Shares2.9K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

5.73%

Shares7.3K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

0.67%

Shares14.9K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

0.99%

Shares17.7K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

4.32%

Shares7.0K

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

-21.32%

Shares9.2K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

1.45%

Shares2.9K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.84%

Shares2.0K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

0.97%

Shares8.9K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

2.31%

Shares45.7K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

13.88%

Shares25.7K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

897.85%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

4.90%

Shares5.7K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

4.42%

Shares51.7K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

-1.34%

Shares4.4K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

FCNCA

FIRST CTZNS BANCSHARES INC D

-0.66%

Shares752

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares6.8K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

0.00%

Shares27.8K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

7.39%

Shares3.4K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

277.11%

Shares11.6K

Event2026-06-30

Filed2026-07-23

PLD

PROLOGIS INC.

5.12%

Shares10.6K

Event2026-06-30

Filed2026-07-23

LRGF

ISHARES TR

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

9.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

25.11%

Shares44.8K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

-59.93%

Shares12.6K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares42.9K

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR

0.17%

Shares8.4K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

-0.42%

Shares6.6K

Event2026-06-30

Filed2026-07-23

FSTA

FIDELITY COVINGTON TRUST

-1.83%

Shares23.3K

Event2026-06-30

Filed2026-07-23

FENY

FIDELITY COVINGTON TRUST

-15.66%

Shares41.1K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-12.26%

Shares2.5K

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COS INC

2.76%

Shares7.0K

Event2026-06-30

Filed2026-07-23

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

2.80%

Shares14.8K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

0.91%

Shares18.7K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

167.96%

Shares4.6K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

-1.40%

Shares10.4K

Event2026-06-30

Filed2026-07-23

NTRS

NORTHERN TR CORP

1.22%

Shares5.7K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-0.77%

Shares6.1K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

-22.78%

Shares1.2K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

-1.24%

Shares9.0K

Event2026-06-30

Filed2026-07-23

YUM

YUM BRANDS INC

-4.67%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

2.34%

Shares8.1K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

34.20%

Shares2.8K

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

0.99%

Shares17.1K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

-15.22%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

2.77%

Shares2.0K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

-0.50%

Shares13.5K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

-1.24%

Shares16.8K

Event2026-06-30

Filed2026-07-23

FMAT

FIDELITY COVINGTON TRUST

-1.47%

Shares13.5K

Event2026-06-30

Filed2026-07-23

FUTY

FIDELITY COVINGTON TRUST

-1.45%

Shares13.4K

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

New

Shares14.7K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

17.66%

Shares633

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

15.25%

Shares2.9K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

0.67%

Shares2.7K

Event2026-06-30

Filed2026-07-23

FREL

FIDELITY COVINGTON TRUST

38.60%

Shares23.4K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

5.30%

Shares1.8K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

8.42%

Shares11.4K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

-5.07%

Shares9.1K

Event2026-06-30

Filed2026-07-23

GLOBE LIFE INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

45.44%

Shares19.2K

Event2026-06-30

Filed2026-07-23

TSCO

TRACTOR SUPPLY CO

0.60%

Shares19.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

13.90%

Shares8.1K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

18.71%

Shares1.4K

Event2026-06-30

Filed2026-07-23

NDAQ

NASDAQ INC

-5.85%

Shares7.5K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

-1.12%

Shares1.9K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

-85.46%

Shares6.7K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

13.21%

Shares9.3K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

6.34%

Shares3.7K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

15.65%

Shares569

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares6.3K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

34.83%

Shares2.1K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

23.55%

Shares4.5K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

-8.06%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

299.79%

Shares5.6K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR

-10.13%

Shares1.1K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-23

DEERE & CO

12.21%

Shares680

Event2026-06-30

Filed2026-07-23

PPG

PPG INDS INC

-0.34%

Shares3.5K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

-14.18%

Shares1.2K

Event2026-06-30

Filed2026-07-23

PHM

PULTE GROUP INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

IJS

ISHARES TR

18.35%

Shares3.0K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

-2.43%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

20.45%

Shares14.1K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

9.73%

Shares3.3K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

0.78%

Shares12.3K

Event2026-06-30

Filed2026-07-23

TYL

TYLER TECHNOLOGIES INC

-7.82%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

47.70%

Shares1.1K

Event2026-06-30

Filed2026-07-23

XHB

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

CALM

CAL MAINE FOODS INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-23

LOB

LIVE OAK BANCSHARES INC

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

51.39%

Shares4.5K

Event2026-06-30

Filed2026-07-23

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

HDV

ISHARES TR

402.91%

Shares12.6K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

-16.39%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

5.31%

Shares3.7K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares655

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

15.98%

Shares3.0K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

-55.99%

Shares147

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

BOEING CO

11.84%

Shares1.5K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

-0.66%

Shares3.0K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IWN

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-23

ROK

ROCKWELL AUTOMATION INC

New

Shares608

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

-2.54%

Shares2.6K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares445

Event2026-06-30

Filed2026-07-23

ROYAL BK CDA

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

VCR

VANGUARD WORLD FD

-2.35%

Shares705

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

BEAT

HEARTBEAM INC

0.00%

Shares367.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

New

Shares898

Event2026-06-30

Filed2026-07-23

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

ASTS

AST SPACEMOBILE INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

RVTY

REVVITY INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.22%

Shares7.0K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

-3.47%

Shares695

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

-16.53%

Shares2.8K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

41.31%

Shares496

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

-2.52%

Shares734

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

8.25%

Shares656

Event2026-06-30

Filed2026-07-23

LNT

ALLIANT ENERGY CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

AHR

AMERICAN HEALTHCARE REIT INC

-13.45%

Shares4.5K

Event2026-06-30

Filed2026-07-23

IYH

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

LNC

LINCOLN NATL CORP IND

10.68%

Shares6.5K

Event2026-06-30

Filed2026-07-23

VAW

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares801

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

8.18%

Shares1.2K

Event2026-06-30

Filed2026-07-23

AXON

AXON ENTERPRISE INC

New

Shares398

Event2026-06-30

Filed2026-07-23

JACOBS SOLUTIONS INC

-11.41%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VIS

VANGUARD WORLD FD

New

Shares600

Event2026-06-30

Filed2026-07-23

IWL

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares417

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

-61.69%

Shares313

Event2026-06-30

Filed2026-07-23

ESLT

ELBIT SYS LTD

0.00%

Shares270

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-23

NUE

NUCOR CORP

New

Shares913

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

TEL

TE CONNECTIVITY PLC

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

LUMN

LUMEN TECHNOLOGIES INC

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-23

HIVE

HIVE DIGITAL TECHNOLOGIES LT

New

Shares11.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available