The Analysis of HighPoint Advisor Group LLC's Holdings & P&L


Currently, HighPoint Advisor Group LLC holds 691 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in N/A (+25.9K shares, valued at $19.3M), USRT (+249.7K shares, valued at $16.6M), N/A (+183.0K shares, valued at $16.1M); decreased their positions in JIRE (-148.7K shares, valued at $12.3M), JMTG (-146.8K shares, valued at $7.4M), RSP (-29.0K shares, valued at $6.2M); initiated new positions in USRT (+249.7K shares, valued at $16.6M), ILTB (+149.6K shares, valued at $7.4M), JCPB (+60.6K shares, valued at $2.8M).


1M P&L
+7.4M+0.31%
3M P&L
+88.4M+3.87%
HY P&L
+142.7M+6.40%

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/A1.9B
80.3%
2Semiconductors79.5M
3.3%
3Consumer Electronics42.6M
1.8%

Top Industries by Stock Count

1N/A398 stocks
63.4%
2Semiconductors13 stocks
2.1%
3Drug Manufacturers - General9 stocks
1.4%
Stock Holdings
STATE STREET
STATE STREET
10.62%
Shares269.7K
Event2026-06-30
Filed2026-08-05
XLK
STATE STREET
-0.75%
Shares468.1K
Event2026-06-30
Filed2026-08-05
QQQ
INVESCO QQQ
9.22%
Shares118.8K
Event2026-06-30
Filed2026-08-05
SPYG
STATE STREET
8.77%
Shares726.2K
Event2026-06-30
Filed2026-08-05
SPDW
STATE STREET
8.83%
Shares1.7M
Event2026-06-30
Filed2026-08-05
STATE STREET
STATE STREET
28.02%
Shares836.0K
Event2026-06-30
Filed2026-08-05
DGRW
WISDOMTREE US
8.47%
Shares616.4K
Event2026-06-30
Filed2026-08-05
ITOT
ISHARES CORE
23.35%
Shares352.7K
Event2026-06-30
Filed2026-08-05
NVDA
NVIDIA CORP
7.05%
Shares240.5K
Event2026-06-30
Filed2026-08-05
AVEM
AVANTIS EMERGING
0.78%
Shares495.6K
Event2026-06-30
Filed2026-08-05
DFAI
DIMENSIONAL INTL
2.63%
Shares1.1M
Event2026-06-30
Filed2026-08-05
AAPL
APPLE INC
1.61%
Shares147.1K
Event2026-06-30
Filed2026-08-05
SPSM
STATE STREET
22.53%
Shares695.5K
Event2026-06-30
Filed2026-08-05
CGGR
CAPITAL GROUP
4.72%
Shares760.1K
Event2026-06-30
Filed2026-08-05
SPTM
STATE STREET
4.47%
Shares387.6K
Event2026-06-30
Filed2026-08-05
SPYV
STATE STREET
-2.84%
Shares572.2K
Event2026-06-30
Filed2026-08-05
AVUV
AVANTIS U S
74.14%
Shares269.7K
Event2026-06-30
Filed2026-08-05
JIRE
JPMORGAN
-26.77%
Shares406.8K
Event2026-06-30
Filed2026-08-05
CGUS
CAPITAL GROUP
10.66%
Shares662.5K
Event2026-06-30
Filed2026-08-05
XSOE
WISDOMTREE EMERGING
37.44%
Shares592.6K
Event2026-06-30
Filed2026-08-05
AMZN
AMAZON COM
1.21%
Shares112.0K
Event2026-06-30
Filed2026-08-05
JHMM
JOHN HANCOCK
13.92%
Shares347.9K
Event2026-06-30
Filed2026-08-05
VANGUARD TOTAL
VANGUARD TOTAL
-0.42%
Shares67.7K
Event2026-06-30
Filed2026-08-05
MSFT
MICROSOFT CORP
1.92%
Shares59.1K
Event2026-06-30
Filed2026-08-05
CGDV
CAPITAL GROUP
0.49%
Shares446.0K
Event2026-06-30
Filed2026-08-05
BINC
ISHARES FLEXIBLE
9.19%
Shares395.7K
Event2026-06-30
Filed2026-08-05
GOOG
ALPHABET INC
4.34%
Shares57.5K
Event2026-06-30
Filed2026-08-05
BILS
STATE STREET
11.93%
Shares194.0K
Event2026-06-30
Filed2026-08-05
BIL
STATE STREET
15.73%
Shares204.9K
Event2026-06-30
Filed2026-08-05
XLV
STATE STREET
1.26%
Shares116.5K
Event2026-06-30
Filed2026-08-05
GOOGL
ALPHABET INC
-2.65%
Shares50.7K
Event2026-06-30
Filed2026-08-05
XLF
STATE STREET
0.31%
Shares335.5K
Event2026-06-30
Filed2026-08-05
XLC
STATE STREET
3.43%
Shares161.6K
Event2026-06-30
Filed2026-08-05
TMSL
T ROWE
4.46%
Shares394.3K
Event2026-06-30
Filed2026-08-05
XLY
STATE STREET
2.19%
Shares147.1K
Event2026-06-30
Filed2026-08-05
ISHARES CORE
ISHARES CORE
2.96%
Shares22.7K
Event2026-06-30
Filed2026-08-05
USRT
ISHARES CORE
New
Shares249.7K
Event2026-06-30
Filed2026-08-05
SPTI
STATE STREET
-26.76%
Shares581.0K
Event2026-06-30
Filed2026-08-05
FESM
FIDELITY ENHANCED
1.79%
Shares332.6K
Event2026-06-30
Filed2026-08-05
XLI
STATE STREET
1.54%
Shares86.3K
Event2026-06-30
Filed2026-08-05
FTGC
FIRST TRUST
-5.20%
Shares574.4K
Event2026-06-30
Filed2026-08-05
MDY
SPDR S&P
-0.66%
Shares22.0K
Event2026-06-30
Filed2026-08-05
JMTG
JPMORGAN MORTGAE
-32.72%
Shares302.0K
Event2026-06-30
Filed2026-08-05
CGCV
CAPITAL GROUP
0.25%
Shares458.4K
Event2026-06-30
Filed2026-08-05
IUS
INVESCO RAFI
-16.23%
Shares225.3K
Event2026-06-30
Filed2026-08-05
JPUS
JPMORGAN DIVERSIFIED
-15.80%
Shares99.9K
Event2026-06-30
Filed2026-08-05
CAT
CATERPILLAR INC
-5.35%
Shares13.1K
Event2026-06-30
Filed2026-08-05
CGGO
CAPITAL GROUP
2.28%
Shares301.5K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
BROADCOM INC
-0.88%
Shares33.6K
Event2026-06-30
Filed2026-08-05
BRK.B
BERKSHIRE HATHAWAY
4.62%
Shares25.2K
Event2026-06-30
Filed2026-08-05
BUFR
FIRST TRUST
-0.92%
Shares340.3K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE
JPMORGAN CHASE
3.32%
Shares37.7K
Event2026-06-30
Filed2026-08-05
USFR
WISDOMTREE FLOATING
-0.49%
Shares238.1K
Event2026-06-30
Filed2026-08-05
QQQM
INVESCO NASDAQ
1.46%
Shares37.7K
Event2026-06-30
Filed2026-08-05
MU
MICRON TECHNOLOGY
7.58%
Shares9.6K
Event2026-06-30
Filed2026-08-05
META PLATFORMS
META PLATFORMS
15.72%
Shares19.6K
Event2026-06-30
Filed2026-08-05
GLD
SPDR GOLD
-1.27%
Shares28.0K
Event2026-06-30
Filed2026-08-05
XLP
STATE STREET
4.35%
Shares119.1K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
ABBVIE INC
-25.72%
Shares38.9K
Event2026-06-30
Filed2026-08-05
VTV
VANGUARD VALUE
9.85%
Shares44.9K
Event2026-06-30
Filed2026-08-05
SPEM
STATE STREET
-7.78%
Shares186.9K
Event2026-06-30
Filed2026-08-05
DGRO
ISHARES CORE
4.44%
Shares121.7K
Event2026-06-30
Filed2026-08-05
IJR
ISHARES CORE
-3.51%
Shares61.5K
Event2026-06-30
Filed2026-08-05
XMHQ
INVESCO S&P
0.41%
Shares79.2K
Event2026-06-30
Filed2026-08-05
VOO
VANGUARD S&P
1.42%
Shares12.8K
Event2026-06-30
Filed2026-08-05
FBND
FIDELITY TOTAL
0.45%
Shares190.7K
Event2026-06-30
Filed2026-08-05
XAR
STATE STREER
14.28%
Shares29.3K
Event2026-06-30
Filed2026-08-05
AMD
ADVANCED MICRO
-9.74%
Shares13.9K
Event2026-06-30
Filed2026-08-05
XSHQ
INVESCO S&P
-3.51%
Shares164.2K
Event2026-06-30
Filed2026-08-05
FWD
AB DISRUPTORS
10.26%
Shares53.1K
Event2026-06-30
Filed2026-08-05
CROWDSTRIKE HOLDINGS
CROWDSTRIKE HOLDINGS
-9.54%
Shares10.3K
Event2026-06-30
Filed2026-08-05
SPHY
STATE STREET
4.55%
Shares332.7K
Event2026-06-30
Filed2026-08-05
STATE STREET
STATE STREET
-15.27%
Shares171.4K
Event2026-06-30
Filed2026-08-05
DYNF
ISHARES U S
9.42%
Shares112.9K
Event2026-06-30
Filed2026-08-05
IWM
ISHARES RUSSELL
-3.85%
Shares25.1K
Event2026-06-30
Filed2026-08-05
ILTB
ISHARES CORE
New
Shares149.6K
Event2026-06-30
Filed2026-08-05
FTSM
FIRST TRUST
-3.01%
Shares122.8K
Event2026-06-30
Filed2026-08-05
WMT
WALMART INC
2.80%
Shares62.9K
Event2026-06-30
Filed2026-08-05
TSLA
TESLA INC
4.30%
Shares16.6K
Event2026-06-30
Filed2026-08-05
JNJ
JOHNSON & JOHNSON
5.31%
Shares27.4K
Event2026-06-30
Filed2026-08-05
RDVI
FIRST TRUST
20.58%
Shares234.8K
Event2026-06-30
Filed2026-08-05
IJH
ISHARES CORE
-4.99%
Shares88.6K
Event2026-06-30
Filed2026-08-05
XLE
STATE STREET
30.85%
Shares128.2K
Event2026-06-30
Filed2026-08-05
JBND
JPMORGAN ACTIVE
5.85%
Shares127.0K
Event2026-06-30
Filed2026-08-05
YEAR
AB ULTRA
-2.10%
Shares133.4K
Event2026-06-30
Filed2026-08-05
FMB
FIRST TRUST
-2.58%
Shares130.4K
Event2026-06-30
Filed2026-08-05
PANW
PALO ALTO
-0.76%
Shares19.5K
Event2026-06-30
Filed2026-08-05
LLY
ELI LILLY
2.81%
Shares5.6K
Event2026-06-30
Filed2026-08-05
SPMD
STATE STREET
9.04%
Shares96.7K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE
COSTCO WHOLESALE
0.30%
Shares7.0K
Event2026-06-30
Filed2026-08-05
SPTS
STATE STREET
-7.05%
Shares224.8K
Event2026-06-30
Filed2026-08-05
DIVO
AMPLIFY CWP
2.31%
Shares140.2K
Event2026-06-30
Filed2026-08-05
VUG
VANGUARD GROWTH
513.18%
Shares73.2K
Event2026-06-30
Filed2026-08-05
VGT
VANGUARD INFORMATION
697.29%
Shares52.4K
Event2026-06-30
Filed2026-08-05
FLMI
FRANKLIN DYNAMIC
10.27%
Shares247.5K
Event2026-06-30
Filed2026-08-05
JQUA
JPMORGAN US
4.96%
Shares85.5K
Event2026-06-30
Filed2026-08-05
TTEQ
T ROWE
82.92%
Shares131.4K
Event2026-06-30
Filed2026-08-05
SPMO
INVESCO S&P
-31.07%
Shares36.0K
Event2026-06-30
Filed2026-08-05
TLH
ISHARES 10-20YR
-0.43%
Shares57.8K
Event2026-06-30
Filed2026-08-05
VIG
VANGUARD DIVIDEND
4.10%
Shares24.4K
Event2026-06-30
Filed2026-08-05
CVX
CHEVRON CORP
-1.01%
Shares34.1K
Event2026-06-30
Filed2026-08-05
DFAC
DIMENSIONAL US
11.50%
Shares124.6K
Event2026-06-30
Filed2026-08-05
CGBL
CAPITAL GROUP
40.32%
Shares145.2K
Event2026-06-30
Filed2026-08-05
PALANTIR TECHNOLOGIES
PALANTIR TECHNOLOGIES
6.04%
Shares46.8K
Event2026-06-30
Filed2026-08-05
IEF
ISHARES 7-10YR
14.11%
Shares57.7K
Event2026-06-30
Filed2026-08-05
JMUB
JPMORGAN
4.92%
Shares107.5K
Event2026-06-30
Filed2026-08-05
UPS
UNITED PARCEL
2.99%
Shares50.4K
Event2026-06-30
Filed2026-08-05
HD
HOME DEPOT
7.65%
Shares15.2K
Event2026-06-30
Filed2026-08-05
FTNT
FORTINET INC
-2.68%
Shares34.3K
Event2026-06-30
Filed2026-08-05
FIW
FIRST TRUST
1.04%
Shares47.1K
Event2026-06-30
Filed2026-08-05
COWZ
PACER US
-5.02%
Shares82.0K
Event2026-06-30
Filed2026-08-05
RDVY
FIRST TRUST
-2.36%
Shares62.3K
Event2026-06-30
Filed2026-08-05
JAAA
JANUS HENDERSON
0.01%
Shares99.8K
Event2026-06-30
Filed2026-08-05
SPBO
STATE STREET
-33.41%
Shares172.5K
Event2026-06-30
Filed2026-08-05
SMMU
PIMCO SHORT
-25.67%
Shares97.2K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP
UNITEDHEALTH GROUP
-28.98%
Shares11.6K
Event2026-06-30
Filed2026-08-05
IWF
ISHARES RUSSELL
274.58%
Shares38.1K
Event2026-06-30
Filed2026-08-05
EXXON MOBIL
EXXON MOBIL
4.36%
Shares34.3K
Event2026-06-30
Filed2026-08-05
ACWI
ISHARES MSCI
-16.56%
Shares29.5K
Event2026-06-30
Filed2026-08-05
TOTL
STATE STREET
22.02%
Shares114.2K
Event2026-06-30
Filed2026-08-05
MCD
MCDONALDS CORP
3.26%
Shares16.5K
Event2026-06-30
Filed2026-08-05
DVY
ISHARES SELECT
-0.29%
Shares28.4K
Event2026-06-30
Filed2026-08-05
PG
PROCTER & GAMBLE
11.66%
Shares29.9K
Event2026-06-30
Filed2026-08-05
BSCU
INVESCO BULLETSHARES
0.57%
Shares259.9K
Event2026-06-30
Filed2026-08-05
BSCS
INVESCO BULLETSHARES
-0.73%
Shares211.4K
Event2026-06-30
Filed2026-08-05
BUFD
FIRST TRUST
-9.49%
Shares144.7K
Event2026-06-30
Filed2026-08-05
GRNY
FUNDSTRAT GRANNY
4.19%
Shares155.3K
Event2026-06-30
Filed2026-08-05
TDIV
FIRST TRUST
2.98%
Shares37.2K
Event2026-06-30
Filed2026-08-05
VISA INC
VISA INC
9.88%
Shares12.4K
Event2026-06-30
Filed2026-08-05
MGK
VANGUARD MEGA
423.03%
Shares47.8K
Event2026-06-30
Filed2026-08-05
CSM
PROSHARES LARGE
0.24%
Shares49.1K
Event2026-06-30
Filed2026-08-05
QUAL
ISHARES MSCI
4.80%
Shares19.0K
Event2026-06-30
Filed2026-08-05
SDY
STATE STREET
1.11%
Shares27.2K
Event2026-06-30
Filed2026-08-05
GRID
FIRST TRUST
18.37%
Shares21.2K
Event2026-06-30
Filed2026-08-05
LGH
HCM DEFENDER
5.31%
Shares63.5K
Event2026-06-30
Filed2026-08-05
RSP
INVESCO S&P
-60.78%
Shares18.7K
Event2026-06-30
Filed2026-08-05
RTX CORP
RTX CORP
-1.63%
Shares20.9K
Event2026-06-30
Filed2026-08-05
NETFLIX INC
NETFLIX INC
10.26%
Shares55.5K
Event2026-06-30
Filed2026-08-05
NBSD
NEUBERGER SHORT
-8.91%
Shares78.3K
Event2026-06-30
Filed2026-08-05
AOR
ISHARES CORE
-6.22%
Shares56.8K
Event2026-06-30
Filed2026-08-05
MTUM
ISHARES MSCI
-0.69%
Shares11.4K
Event2026-06-30
Filed2026-08-05
BAC
BANK AMERICA
-2.13%
Shares66.6K
Event2026-06-30
Filed2026-08-05
MGV
VANGUARD MEGA
10.31%
Shares23.2K
Event2026-06-30
Filed2026-08-05
ABT
ABBOTT LABORATORIES
0.65%
Shares41.6K
Event2026-06-30
Filed2026-08-05
WASTE MANAGEMENT
WASTE MANAGEMENT
22.95%
Shares16.8K
Event2026-06-30
Filed2026-08-05
VB
VANGUARD SMALL
-0.53%
Shares12.4K
Event2026-06-30
Filed2026-08-05
SHW
SHERWIN WILLIAMS
-0.78%
Shares10.5K
Event2026-06-30
Filed2026-08-05
SCHD
SCHWAB US
17.30%
Shares111.4K
Event2026-06-30
Filed2026-08-05
EMEQ
NOMURA FOCUSED
-32.44%
Shares48.4K
Event2026-06-30
Filed2026-08-05
MASTERCARD INC
MASTERCARD INC
-2.07%
Shares6.7K
Event2026-06-30
Filed2026-08-05
DUSA
DAVIS SELECT
12.36%
Shares60.1K
Event2026-06-30
Filed2026-08-05
CGCB
CAPITAL GROUP
3.25%
Shares128.7K
Event2026-06-30
Filed2026-08-05
CGDG
CAPITAL GROUP
8.11%
Shares89.5K
Event2026-06-30
Filed2026-08-05
IUSG
ISHARES S&P
3.49%
Shares17.7K
Event2026-06-30
Filed2026-08-05
XLG
INVESCO S&P
5.31%
Shares54.0K
Event2026-06-30
Filed2026-08-05
IUSV
ISHARES CORE
-0.25%
Shares29.6K
Event2026-06-30
Filed2026-08-05
TSM
TAIWAN SEMICONDUCTOR
14.00%
Shares6.8K
Event2026-06-30
Filed2026-08-05
PKB
INVESCO BUILDING
-0.21%
Shares28.7K
Event2026-06-30
Filed2026-08-05
SPHQ
INVESCO S&P
6.44%
Shares35.4K
Event2026-06-30
Filed2026-08-05
FVD
FIRST TRUST
-1.26%
Shares66.2K
Event2026-06-30
Filed2026-08-05
IUSB
ISHARES CORE
14.64%
Shares68.9K
Event2026-06-30
Filed2026-08-05
SPAB
STATE STREET
8.22%
Shares123.3K
Event2026-06-30
Filed2026-08-05
BUFQ
FIRST TRUST
-1.13%
Shares79.6K
Event2026-06-30
Filed2026-08-05
SMH
VANECK SEMICONDUCTOR
15.16%
Shares4.8K
Event2026-06-30
Filed2026-08-05
VWO
VANGUARD FSTE
1.04%
Shares51.8K
Event2026-06-30
Filed2026-08-05
QTUM
DEFIANCE QUANTUM
34.42%
Shares18.6K
Event2026-06-30
Filed2026-08-05
DBEF
XTRACKERS MSCI
4.69%
Shares56.2K
Event2026-06-30
Filed2026-08-05
IBM
INTL BUSINESS
15.57%
Shares10.9K
Event2026-06-30
Filed2026-08-05
IAU
ISHARES GOLD
4.24%
Shares40.5K
Event2026-06-30
Filed2026-08-05
DIS
WALT DISNEY
-7.14%
Shares31.6K
Event2026-06-30
Filed2026-08-05
JCPB
JPMORGAN CORE
New
Shares60.6K
Event2026-06-30
Filed2026-08-05
SGOV
ISHARES 0-3
15.65%
Shares28.2K
Event2026-06-30
Filed2026-08-05
NOBL
PROSHARES S&P
66.29%
Shares49.6K
Event2026-06-30
Filed2026-08-05
MRK
MERCK & COMPANY
5.62%
Shares21.3K
Event2026-06-30
Filed2026-08-05
FTCS
FIRST TRUST
-8.58%
Shares29.1K
Event2026-06-30
Filed2026-08-05
PM
PHILIP MORRIS
-2.27%
Shares14.7K
Event2026-06-30
Filed2026-08-05
GE
GE AEROSPACE
7.75%
Shares7.0K
Event2026-06-30
Filed2026-08-05
XLB
STATE STREET
0.15%
Shares50.7K
Event2026-06-30
Filed2026-08-05
COF
CAPITAL ONE
8.83%
Shares12.8K
Event2026-06-30
Filed2026-08-05
ISHARES CORE
ISHARES CORE
-1.07%
Shares26.4K
Event2026-06-30
Filed2026-08-05
IWB
ISHARES RUSSELL
0.03%
Shares6.2K
Event2026-06-30
Filed2026-08-05
QQH
HCM DEFENDER
2.64%
Shares29.5K
Event2026-06-30
Filed2026-08-05
VYM
VANGUARD HIGH
-6.50%
Shares15.6K
Event2026-06-30
Filed2026-08-05
SPTL
STATE STREET
-5.43%
Shares93.7K
Event2026-06-30
Filed2026-08-05
VO
VANGUARD MID
321.82%
Shares30.1K
Event2026-06-30
Filed2026-08-05
GEV
GE VERNOVA
15.20%
Shares2.1K
Event2026-06-30
Filed2026-08-05
IEI
ISHARES 3-7YR
20.56%
Shares20.2K
Event2026-06-30
Filed2026-08-05
WDC
WESTERN DIGITAL
4.35%
Shares3.6K
Event2026-06-30
Filed2026-08-05
GS
GOLDMAN SACHS
3.75%
Shares2.3K
Event2026-06-30
Filed2026-08-05
XLRE
STATE STREET
0.85%
Shares52.5K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE
HONEYWELL AEROSPACE
New
Shares10.4K
Event2026-06-30
Filed2026-08-05
CGGE
CAPITAL GROUP
12.34%
Shares64.8K
Event2026-06-30
Filed2026-08-05
SPIB
STATE STREET
12.50%
Shares68.1K
Event2026-06-30
Filed2026-08-05
VEA
VANGUARD FTSE
3.40%
Shares31.9K
Event2026-06-30
Filed2026-08-05
KO
COCA COLA COMPANY
4.11%
Shares27.9K
Event2026-06-30
Filed2026-08-05
SOXQ
INVESCO PHLX
0.15%
Shares20.2K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL
HONEYWELL INTL
New
Shares9.9K
Event2026-06-30
Filed2026-08-05
EFA
ISHARES MSCI
-7.36%
Shares21.4K
Event2026-06-30
Filed2026-08-05
WFC
WELLS FARGO
3.80%
Shares26.9K
Event2026-06-30
Filed2026-08-05
NUE
NUCOR CORP
-0.92%
Shares9.8K
Event2026-06-30
Filed2026-08-05
QCOM
QUALCOMM INC
-12.30%
Shares11.7K
Event2026-06-30
Filed2026-08-05
BA
BOEING COMPANY
23.14%
Shares10.0K
Event2026-06-30
Filed2026-08-05
CEG
CONSTELLATION ENERGY
19.21%
Shares8.6K
Event2026-06-30
Filed2026-08-05
INTC
INTEL CORP
23.74%
Shares15.2K
Event2026-06-30
Filed2026-08-05
AIRR
FIRST TRUST
8.76%
Shares15.8K
Event2026-06-30
Filed2026-08-05
VRT
VERTIV HOLDINGS
30.76%
Shares6.2K
Event2026-06-30
Filed2026-08-05
DUPONT DE
DUPONT DE
New
Shares14.9K
Event2026-06-30
Filed2026-08-05
ASML
ASML HOLDING
11.98%
Shares1.0K
Event2026-06-30
Filed2026-08-05
MUB
ISHARES NATIONAL
214.42%
Shares18.5K
Event2026-06-30
Filed2026-08-05
VTIP
VANGUARD SHORT
-0.33%
Shares39.6K
Event2026-06-30
Filed2026-08-05
MINT
PIMCO EHNANCED
-1.32%
Shares19.7K
Event2026-06-30
Filed2026-08-05
MUNI
PIMCO INTERMEDIATE
-4.92%
Shares37.3K
Event2026-06-30
Filed2026-08-05
DSI
ISHARES ESG
-0.08%
Shares13.5K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
ORACLE CORP
10.45%
Shares13.0K
Event2026-06-30
Filed2026-08-05
ALIBABA GROUP
ALIBABA GROUP
2.05%
Shares19.6K
Event2026-06-30
Filed2026-08-05
SOXX
ISHARES SEMICONDUCTOR
27.76%
Shares2.9K
Event2026-06-30
Filed2026-08-05
LULU
LULULEMON ATHLETICA
2.78%
Shares16.4K
Event2026-06-30
Filed2026-08-05
SPGP
INVESCO S&P
0.07%
Shares14.9K
Event2026-06-30
Filed2026-08-05
CMG
CHIPOTLE MEXICAN
293.60%
Shares53.6K
Event2026-06-30
Filed2026-08-05
CGIE
CAPITAL GROUP
8.67%
Shares49.3K
Event2026-06-30
Filed2026-08-05
GGN
GAMCO GLOBAL
-1.09%
Shares374.7K
Event2026-06-30
Filed2026-08-05
ICSH
ISHARES ULTRA
-0.82%
Shares35.3K
Event2026-06-30
Filed2026-08-05
OEF
ISHARES S&P
-14.47%
Shares4.9K
Event2026-06-30
Filed2026-08-05
CRM
SALESFORCE INC
-14.90%
Shares11.3K
Event2026-06-30
Filed2026-08-05
GLW
CORNING INC
33.22%
Shares6.9K
Event2026-06-30
Filed2026-08-05
CISCO SYSTEMS
CISCO SYSTEMS
-58.90%
Shares15.0K
Event2026-06-30
Filed2026-08-05
CWB
STATE STREET
-4.81%
Shares16.3K
Event2026-06-30
Filed2026-08-05
UBER
UBER TECHNOLOGIES
-1.13%
Shares24.3K
Event2026-06-30
Filed2026-08-05
RWL
INVESCO S&P
3.32%
Shares13.5K
Event2026-06-30
Filed2026-08-05
VXUS
VANGUARD TOTAL
15.03%
Shares20.1K
Event2026-06-30
Filed2026-08-05
AXP
AMERICAN EXPRESS
-1.65%
Shares5.1K
Event2026-06-30
Filed2026-08-05
DE
DEERE & CO
5.11%
Shares2.7K
Event2026-06-30
Filed2026-08-05
LOW
LOWES COMPANIES
-16.87%
Shares7.5K
Event2026-06-30
Filed2026-08-05
MS
MORGAN STANLEY
30.34%
Shares7.9K
Event2026-06-30
Filed2026-08-05
CGMM
CAPITAL GROUP
19.21%
Shares49.8K
Event2026-06-30
Filed2026-08-05
VT
VANGUARD TOTAL
10.06%
Shares10.4K
Event2026-06-30
Filed2026-08-05
BAR
GRANITESHARES GOLD
4.15%
Shares41.2K
Event2026-06-30
Filed2026-08-05
USMV
ISHARES MSCI
-12.96%
Shares16.8K
Event2026-06-30
Filed2026-08-05
JMBS
JANUS HENDERSON
5.53%
Shares35.8K
Event2026-06-30
Filed2026-08-05
BKGI
BNY MELLON
17.25%
Shares35.4K
Event2026-06-30
Filed2026-08-05
ISHARES CORE
ISHARES CORE
0.71%
Shares16.0K
Event2026-06-30
Filed2026-08-05
IEMG
ISHARES CORE
14.53%
Shares19.0K
Event2026-06-30
Filed2026-08-05
NMZ
NUVEEN MUNICIPAL
18.34%
Shares148.2K
Event2026-06-30
Filed2026-08-05
MO
ALTRIA GROUP
0.82%
Shares21.2K
Event2026-06-30
Filed2026-08-05
GOVT
ISHARES U S
0.83%
Shares66.5K
Event2026-06-30
Filed2026-08-05
TLT
ISHARES 20
30.13%
Shares17.4K
Event2026-06-30
Filed2026-08-05
BPRE
BLUEROCK PRIVATE
21.55%
Shares115.4K
Event2026-06-30
Filed2026-08-05
FREEPORT MCMORAN
FREEPORT MCMORAN
0.90%
Shares23.8K
Event2026-06-30
Filed2026-08-05
VTEB
VANGUARD MUNICIPAL
-45.17%
Shares29.6K
Event2026-06-30
Filed2026-08-05
BRK.A
BERKSHIRE HATHAWAY
0.00%
Shares2
Event2026-06-30
Filed2026-08-05
GSLC
GOLDMAN SACHS
-3.37%
Shares10.5K
Event2026-06-30
Filed2026-08-05
VCIT
VANGUARD INTERMEDIATE
21.28%
Shares18.0K
Event2026-06-30
Filed2026-08-05
NXTG
FIRST TRUST
-0.48%
Shares9.7K
Event2026-06-30
Filed2026-08-05
TCAF
T ROWE
-2.17%
Shares36.2K
Event2026-06-30
Filed2026-08-05
APPLIED MATERIALS
APPLIED MATERIALS
-15.36%
Shares2.0K
Event2026-06-30
Filed2026-08-05
NEM
NEWMONT CORP
4.52%
Shares15.8K
Event2026-06-30
Filed2026-08-05
DELL
DELL TECHNOLOGIES
-40.52%
Shares3.4K
Event2026-06-30
Filed2026-08-05
DIA
STATE STREET
5.27%
Shares2.8K
Event2026-06-30
Filed2026-08-05
ADP
AUTOMATIC DATA
New
Shares6.4K
Event2026-06-30
Filed2026-08-05
SLV
ISHARES SILVER
1.17%
Shares26.5K
Event2026-06-30
Filed2026-08-05
VEU
VANGUARD FTSE
2.36%
Shares16.9K
Event2026-06-30
Filed2026-08-05
PFE
PFIZER INC
0.21%
Shares58.4K
Event2026-06-30
Filed2026-08-05
IYW
ISHARES TECHNOLOGY
15.18%
Shares5.6K
Event2026-06-30
Filed2026-08-05
AVIV
AVANTIS INTL
16.51%
Shares17.9K
Event2026-06-30
Filed2026-08-05
SKYY
FIRST TRUST
6.43%
Shares10.3K
Event2026-06-30
Filed2026-08-05
PH
PARKER-HANNIFIN CORP
15.66%
Shares1.4K
Event2026-06-30
Filed2026-08-05
ZOETIS INC
ZOETIS INC
New
Shares18.9K
Event2026-06-30
Filed2026-08-05
UNP
UNION PACIFIC CORP
3.94%
Shares5.0K
Event2026-06-30
Filed2026-08-05
ETN
EATON CORP
4.80%
Shares3.2K
Event2026-06-30
Filed2026-08-05
SOLS
SOLSTICE ADVANCED
-2.58%
Shares15.1K
Event2026-06-30
Filed2026-08-05
HYBL
STATE STREET
32.38%
Shares47.4K
Event2026-06-30
Filed2026-08-05
AEP
AMERICAN ELECTRIC
5.75%
Shares9.7K
Event2026-06-30
Filed2026-08-05
CERY
STATE STREET
18.50%
Shares39.5K
Event2026-06-30
Filed2026-08-05
FXO
FIRST TRUST
1.26%
Shares21.1K
Event2026-06-30
Filed2026-08-05
WEC
WEC ENERGY
7.43%
Shares11.3K
Event2026-06-30
Filed2026-08-05
PCG
PG&E CORP
11.54%
Shares78.1K
Event2026-06-30
Filed2026-08-05
VZ
VERIZON COMMUNICATIONS
0.00%
Shares30.9K
Event2026-06-30
Filed2026-08-05
SCHO
SCHWAB SHORT
-1.51%
Shares53.8K
Event2026-06-30
Filed2026-08-05
BEDY
BNY MELLON
31.71%
Shares44.5K
Event2026-06-30
Filed2026-08-05
ARM
ARM HOLDINGS
-0.68%
Shares3.6K
Event2026-06-30
Filed2026-08-05
URI
UNITED RENTALS
-8.02%
Shares1.1K
Event2026-06-30
Filed2026-08-05
VOOV
VANGUARD S&P
-1.80%
Shares5.8K
Event2026-06-30
Filed2026-08-05
MSI
MOTOROLA SOLUTIONS
1.76%
Shares3.1K
Event2026-06-30
Filed2026-08-05
PEP
PEPSICO INC
11.03%
Shares9.3K
Event2026-06-30
Filed2026-08-05
THRO
ISHARES U S
8.86%
Shares29.1K
Event2026-06-30
Filed2026-08-05
SPDR GOLD
SPDR GOLD
24.87%
Shares15.7K
Event2026-06-30
Filed2026-08-05
MOAT
VANECK MORNINGSTAR
-12.38%
Shares11.8K
Event2026-06-30
Filed2026-08-05
FPX
FIRST TRUST
-3.80%
Shares5.9K
Event2026-06-30
Filed2026-08-05
TBIL
F/M U S
-8.51%
Shares24.3K
Event2026-06-30
Filed2026-08-05
BLK
BLACKROCK FDG
7.87%
Shares1.2K
Event2026-06-30
Filed2026-08-05
IAGG
ISHARES CORE
-62.27%
Shares23.6K
Event2026-06-30
Filed2026-08-05
LRCX
LAM RESEARCH
-54.46%
Shares2.7K
Event2026-06-30
Filed2026-08-05
IVW
ISHARES S&P
13.78%
Shares8.6K
Event2026-06-30
Filed2026-08-05
COKE
COCA-COLA CONSOLIDATED
0.13%
Shares6.2K
Event2026-06-30
Filed2026-08-05
MBB
ISHARES MBS
2.50%
Shares12.4K
Event2026-06-30
Filed2026-08-05
IWD
ISHARES RUSSELL
-0.10%
Shares4.8K
Event2026-06-30
Filed2026-08-05
SPSB
STATE STREET
7.93%
Shares38.9K
Event2026-06-30
Filed2026-08-05
ISPY
PROSHARES S&P
1.31%
Shares24.0K
Event2026-06-30
Filed2026-08-05
IXN
ISHARES GLOBAL
3.92%
Shares8.0K
Event2026-06-30
Filed2026-08-05
B
BARRICK MINING
15.81%
Shares31.3K
Event2026-06-30
Filed2026-08-05
EWJ
ISHARES MSCI
7.80%
Shares12.1K
Event2026-06-30
Filed2026-08-05
CALF
PACER U S
-11.52%
Shares22.2K
Event2026-06-30
Filed2026-08-05
GILD
GILEAD SCIENCES
-2.48%
Shares8.7K
Event2026-06-30
Filed2026-08-05
VLU
STATE STREET
10.09%
Shares4.6K
Event2026-06-30
Filed2026-08-05
VOOG
VANGUARD S&P
727.37%
Shares13.2K
Event2026-06-30
Filed2026-08-05
CIBR
FIRST TRUST
-4.71%
Shares12.1K
Event2026-06-30
Filed2026-08-05
VANECK GOLD
VANECK GOLD
2.67%
Shares14.3K
Event2026-06-30
Filed2026-08-05
AMGN
AMGEN INC
18.50%
Shares2.9K
Event2026-06-30
Filed2026-08-05
T
AT&T INC
-5.39%
Shares51.5K
Event2026-06-30
Filed2026-08-05
TEL
TE CONNECTIVITY
New
Shares5.3K
Event2026-06-30
Filed2026-08-05
GEHC
GE HEALTHCARE
-4.98%
Shares16.6K
Event2026-06-30
Filed2026-08-05
DLN
WISDOMTREE U S
14.19%
Shares10.9K
Event2026-06-30
Filed2026-08-05
JD
JD.COM INC
4.77%
Shares41.1K
Event2026-06-30
Filed2026-08-05
CGXU
CAPITAL GROUP
-0.76%
Shares30.2K
Event2026-06-30
Filed2026-08-05
PWB
INVESCO LARGE
0.73%
Shares6.2K
Event2026-06-30
Filed2026-08-05
SDVY
FIRST TRUST
0.37%
Shares24.2K
Event2026-06-30
Filed2026-08-05
MRVL
MARVELL TECHNOLOGY
38.59%
Shares3.5K
Event2026-06-30
Filed2026-08-05
LHX
L3HARRIS TECHNOLOGIES
-4.57%
Shares3.6K
Event2026-06-30
Filed2026-08-05
SE
SEA LTD
New
Shares10.8K
Event2026-06-30
Filed2026-08-05
FDN
FIRST TRUST
-62.10%
Shares3.9K
Event2026-06-30
Filed2026-08-05
SBUX
STARBUCKS CORP
6.80%
Shares10.1K
Event2026-06-30
Filed2026-08-05
STT
STATE STREET
0.00%
Shares6.0K
Event2026-06-30
Filed2026-08-05
EWI
ISHARES INC
8.29%
Shares17.0K
Event2026-06-30
Filed2026-08-05
NSC
NORFOLK SOUTHERN
-5.20%
Shares3.2K
Event2026-06-30
Filed2026-08-05
PAVE
GLOBAL X
-0.87%
Shares17.0K
Event2026-06-30
Filed2026-08-05
CGCP
CAPITAL GROUP
5.58%
Shares44.7K
Event2026-06-30
Filed2026-08-05
SNDK
SANDISK CORP
New
Shares436
Event2026-06-30
Filed2026-08-05
SHV
ISHARES 0-1
38.99%
Shares8.9K
Event2026-06-30
Filed2026-08-05
AXON
AXON ENTERPRISE
0.35%
Shares1.7K
Event2026-06-30
Filed2026-08-05
APH
AMPHENOL CORP
17.52%
Shares5.5K
Event2026-06-30
Filed2026-08-05
ITW
ILLINOIS TOOL
7.77%
Shares3.6K
Event2026-06-30
Filed2026-08-05
IRM
IRON MOUNTAIN
12.74%
Shares7.7K
Event2026-06-30
Filed2026-08-05
CGNG
CAPITAL GROUP
16.16%
Shares25.6K
Event2026-06-30
Filed2026-08-05
EWC
ISHARES MSCI
4.47%
Shares16.6K
Event2026-06-30
Filed2026-08-05
EWU
ISHARES MSCI
11.46%
Shares20.5K
Event2026-06-30
Filed2026-08-05
COWG
PACER US
0.47%
Shares23.4K
Event2026-06-30
Filed2026-08-05
TXN
TEXAS INSTRUMENTS
1.52%
Shares3.1K
Event2026-06-30
Filed2026-08-05
KMI
KINDER MORGAN
-1.48%
Shares29.2K
Event2026-06-30
Filed2026-08-05
XMMO
INVESCO S&P
-5.58%
Shares5.5K
Event2026-06-30
Filed2026-08-05
CRH
CRH PLC
5.04%
Shares8.6K
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION
SPACE EXPLORATION
New
Shares5.3K
Event2026-06-30
Filed2026-08-05
KNG
FIRST TRUST
-1.36%
Shares18.0K
Event2026-06-30
Filed2026-08-05
GCOW
PACER GLOBAL
-3.63%
Shares20.9K
Event2026-06-30
Filed2026-08-05
XSD
STATE STREET
4.03%
Shares1.4K
Event2026-06-30
Filed2026-08-05
SPYX
STATE STREET
-20.26%
Shares14.8K
Event2026-06-30
Filed2026-08-05
IVE
ISHARES S&P
1.12%
Shares3.9K
Event2026-06-30
Filed2026-08-05
PKW
INVESCO BUYBACK
0.02%
Shares6.2K
Event2026-06-30
Filed2026-08-05
ALL
ALLSTATE CORP
17.22%
Shares3.7K
Event2026-06-30
Filed2026-08-05
NVR
NVR INC
0.80%
Shares126
Event2026-06-30
Filed2026-08-05
FAST
FASTENAL CO
-0.51%
Shares17.8K
Event2026-06-30
Filed2026-08-05
VONG
VANGUARD RUSSELL
79.95%
Shares6.7K
Event2026-06-30
Filed2026-08-05
SPMB
STATE STREET
-4.48%
Shares38.2K
Event2026-06-30
Filed2026-08-05
JPMORGAN
JPMORGAN
9.29%
Shares13.9K
Event2026-06-30
Filed2026-08-05
SHOP
SHOPIFY INC
-16.02%
Shares7.4K
Event2026-06-30
Filed2026-08-05
IGE
ISHARES NORTH
-2.32%
Shares14.9K
Event2026-06-30
Filed2026-08-05
CSX
CSX CORP
1.41%
Shares17.4K
Event2026-06-30
Filed2026-08-05
UTWO
U S TREASURY
-23.15%
Shares17.2K
Event2026-06-30
Filed2026-08-05
VYMI
VANGUARD INTL
6.59%
Shares8.4K
Event2026-06-30
Filed2026-08-05
AOA
ISHARES CORE
-6.01%
Shares8.4K
Event2026-06-30
Filed2026-08-05
EMR
EMERSON ELECTRIC
23.75%
Shares5.7K
Event2026-06-30
Filed2026-08-05
SCHW
SCHWAB CHARLES
-12.42%
Shares8.9K
Event2026-06-30
Filed2026-08-05
FV
FIRST TRUST
-0.11%
Shares10.8K
Event2026-06-30
Filed2026-08-05
ALAI
ALGER AI
New
Shares17.9K
Event2026-06-30
Filed2026-08-05
SPYD
STATE STREET
19.24%
Shares17.1K
Event2026-06-30
Filed2026-08-05
FDL
FIRST TRUST
-4.30%
Shares16.7K
Event2026-06-30
Filed2026-08-05
PFFA
VIRTUS INFRACAP
-1.89%
Shares39.3K
Event2026-06-30
Filed2026-08-05
IYY
ISHARES DOW
0.00%
Shares4.4K
Event2026-06-30
Filed2026-08-05
ITA
ISHARES AEROSPACE
1.87%
Shares3.3K
Event2026-06-30
Filed2026-08-05
PGR
PROGRESSIVE CORP
19.35%
Shares3.7K
Event2026-06-30
Filed2026-08-05
IGV
ISHARES EXPANDED
-30.02%
Shares8.9K
Event2026-06-30
Filed2026-08-05
LVHI
FRANKLIN INTL
-2.79%
Shares19.5K
Event2026-06-30
Filed2026-08-05
NVS
NOVARTIS AG
214.79%
Shares5.0K
Event2026-06-30
Filed2026-08-05
EES
WISDOMTREE U S
12.26%
Shares11.5K
Event2026-06-30
Filed2026-08-05
VONV
VANGUARD RUSSELL
New
Shares7.3K
Event2026-06-30
Filed2026-08-05
WELL
WELLTOWER INC
10.05%
Shares3.4K
Event2026-06-30
Filed2026-08-05
SHLD
GLOBAL X
7.46%
Shares12.9K
Event2026-06-30
Filed2026-08-05
EPD
ENTERPRISE PRODUCTS
-15.59%
Shares20.9K
Event2026-06-30
Filed2026-08-05
DON
WISDOMTREE U S
-1.80%
Shares13.6K
Event2026-06-30
Filed2026-08-05
CRWV
COREWEAVE INC
55.27%
Shares7.7K
Event2026-06-30
Filed2026-08-05
SCHG
SCHWAB US
6.59%
Shares22.5K
Event2026-06-30
Filed2026-08-05
MPLX
MPLX
-5.96%
Shares13.4K
Event2026-06-30
Filed2026-08-05
PTNQ
PACER TRENDPILOT
0.00%
Shares8.5K
Event2026-06-30
Filed2026-08-05
DHR
DANAHER CORP
-36.92%
Shares3.9K
Event2026-06-30
Filed2026-08-05
LUMENTUM HOLDINGS
LUMENTUM HOLDINGS
199.66%
Shares869
Event2026-06-30
Filed2026-08-05
CMI
CUMMINS INC
-7.20%
Shares1.0K
Event2026-06-30
Filed2026-08-05
ISCV
ISHARES MORNINGSTAR
-1.45%
Shares9.5K
Event2026-06-30
Filed2026-08-05
QLTY
GMO US
-3.28%
Shares17.8K
Event2026-06-30
Filed2026-08-05
VOE
VANGUARD MID
4.87%
Shares3.7K
Event2026-06-30
Filed2026-08-05
HLT
HILTON WORLDWIDE
5.62%
Shares2.2K
Event2026-06-30
Filed2026-08-05
CGIC
CAPITAL GROUP
-3.12%
Shares20.0K
Event2026-06-30
Filed2026-08-05
LMBS
FIRST TRUST
19.90%
Shares14.6K
Event2026-06-30
Filed2026-08-05
DUK
DUKE ENERGY
18.62%
Shares5.7K
Event2026-06-30
Filed2026-08-05
SERVICENOW INC
SERVICENOW INC
144.27%
Shares7.2K
Event2026-06-30
Filed2026-08-05
NEXTERA ENERGY
NEXTERA ENERGY
7.84%
Shares8.0K
Event2026-06-30
Filed2026-08-05
BND
VANGUARD TOTAL
-3.33%
Shares9.5K
Event2026-06-30
Filed2026-08-05
PIEQ
PRINCIPAL INTL
New
Shares19.5K
Event2026-06-30
Filed2026-08-05
ETR
ENTERGY CORP
11.95%
Shares6.1K
Event2026-06-30
Filed2026-08-05
SCHR
SCHWAB INTERMEDIATE
-0.97%
Shares28.2K
Event2026-06-30
Filed2026-08-05
JUST
GOLDMAN SACHS
0.00%
Shares6.4K
Event2026-06-30
Filed2026-08-05
SNOWFLAKE INC
SNOWFLAKE INC
0.45%
Shares2.7K
Event2026-06-30
Filed2026-08-05
Q
QNITY ELECTRONICS
-81.75%
Shares4.2K
Event2026-06-30
Filed2026-08-05
SLYG
STATE STREET
32.06%
Shares5.7K
Event2026-06-30
Filed2026-08-05
IYH
ISHARES U S
-9.97%
Shares10.1K
Event2026-06-30
Filed2026-08-05
RS
RELIANCE INC
-8.01%
Shares1.8K
Event2026-06-30
Filed2026-08-05
ESGD
ISHARES ESG
0.05%
Shares6.5K
Event2026-06-30
Filed2026-08-05
FLQM
FRANKLIN US
-1.13%
Shares11.5K
Event2026-06-30
Filed2026-08-05
ET
ENERGY TRANSFER
-10.00%
Shares34.5K
Event2026-06-30
Filed2026-08-05
APPLOVIN CORP
APPLOVIN CORP
2.98%
Shares1.3K
Event2026-06-30
Filed2026-08-05
IBKR
INTERACTIVE BROKERS
-3.52%
Shares7.6K
Event2026-06-30
Filed2026-08-05
IYK
ISHARES U S
-5.79%
Shares9.0K
Event2026-06-30
Filed2026-08-05
IWN
ISHARES RUSSELL
-1.99%
Shares2.9K
Event2026-06-30
Filed2026-08-05
OKE
ONEOK INC
-1.60%
Shares7.4K
Event2026-06-30
Filed2026-08-05
CHUBB LTD
CHUBB LTD
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-05
SEAGATE TECHNOLOGY
SEAGATE TECHNOLOGY
23.60%
Shares660
Event2026-06-30
Filed2026-08-05
SATS
ECHOSTAR CORP
36.32%
Shares6.2K
Event2026-06-30
Filed2026-08-05
DLR
DIGITAL REALTY
3.98%
Shares3.5K
Event2026-06-30
Filed2026-08-05
DWLD
DAVIS SELECT
6.64%
Shares13.4K
Event2026-06-30
Filed2026-08-05
PATH
UIPATH INC
86.22%
Shares56.8K
Event2026-06-30
Filed2026-08-05
IXUS
ISHARES CORE
6.52%
Shares6.5K
Event2026-06-30
Filed2026-08-05
DFUS
DIMENSIONAL US
-3.68%
Shares7.5K
Event2026-06-30
Filed2026-08-05
TDV
PROSHARES S&P
-1.00%
Shares5.9K
Event2026-06-30
Filed2026-08-05
BSMR
INVESCO BULLETSHARES
200.00%
Shares25.8K
Event2026-06-30
Filed2026-08-05
SRLN
STATE STREET
-13.81%
Shares15.0K
Event2026-06-30
Filed2026-08-05
VBR
VANGUARD SMALL
1.15%
Shares2.5K
Event2026-06-30
Filed2026-08-05
SYY
SYSCO CORP
13.05%
Shares7.1K
Event2026-06-30
Filed2026-08-05
PDP
INVESCO DORSEY
0.00%
Shares3.9K
Event2026-06-30
Filed2026-08-05
VNLA
JANUS HENDERSON
-20.24%
Shares12.0K
Event2026-06-30
Filed2026-08-05
SLB
SLB LTD
-0.30%
Shares12.6K
Event2026-06-30
Filed2026-08-05
ASCE
ALLSPRING SMID
New
Shares16.7K
Event2026-06-30
Filed2026-08-05
CASY
CASEYS GENL
-1.61%
Shares735
Event2026-06-30
Filed2026-08-05
COP
CONOCOPHILLIPS
2.47%
Shares5.6K
Event2026-06-30
Filed2026-08-05
USHY
ISHARES BROAD
57.56%
Shares15.4K
Event2026-06-30
Filed2026-08-05
DVN
DEVON ENERGY
New
Shares13.7K
Event2026-06-30
Filed2026-08-05
NBIS
NEBIUS GROUP
New
Shares2.1K
Event2026-06-30
Filed2026-08-05
INTU
INTUIT INC
New
Shares2.2K
Event2026-06-30
Filed2026-08-05
WPC
W P CAREY
5.23%
Shares7.9K
Event2026-06-30
Filed2026-08-05
WMB
WILLIAMS COS
0.00%
Shares7.6K
Event2026-06-30
Filed2026-08-05
IWR
ISHARES RUSSELL
3.13%
Shares5.1K
Event2026-06-30
Filed2026-08-05
FEGE
FIRST EAGLE
25.07%
Shares11.4K
Event2026-06-30
Filed2026-08-05
SCHM
SCHWAB US
-2.01%
Shares15.1K
Event2026-06-30
Filed2026-08-05
NKE
NIKE INC
13.20%
Shares13.6K
Event2026-06-30
Filed2026-08-05
C
CITIGROUP INC
-0.48%
Shares4.0K
Event2026-06-30
Filed2026-08-05
BX
BLACKSTONE INC
6.54%
Shares4.7K
Event2026-06-30
Filed2026-08-05
EXC
EXELON CORP
2.01%
Shares11.9K
Event2026-06-30
Filed2026-08-05
CL
COLGATE-PALMOLIVE
0.03%
Shares6.0K
Event2026-06-30
Filed2026-08-05
SNDA
SONIDA SENIOR
-13.88%
Shares13.5K
Event2026-06-30
Filed2026-08-05
TJX
TJX COS
-0.47%
Shares3.6K
Event2026-06-30
Filed2026-08-05
VRIG
INVESCO VARIABLE
New
Shares21.6K
Event2026-06-30
Filed2026-08-05
BSCR
INVESCO BULLETSHARES
3.04%
Shares27.6K
Event2026-06-30
Filed2026-08-05
CGMS
CAPITAL GROUP
13.98%
Shares19.6K
Event2026-06-30
Filed2026-08-05
PPA
INVESCO AEROSPACE
-3.11%
Shares3.0K
Event2026-06-30
Filed2026-08-05
IBIT
ISHARES BITCOIN
-20.57%
Shares16.0K
Event2026-06-30
Filed2026-08-05
HOOD
ROBINHOOD MARKETS
-12.04%
Shares5.3K
Event2026-06-30
Filed2026-08-05
VRTX
VERTEX PHARMACEUTICALS
11.31%
Shares1.1K
Event2026-06-30
Filed2026-08-05
AMBARELLA INC
AMBARELLA INC
0.56%
Shares6.1K
Event2026-06-30
Filed2026-08-05
JOHNSON CONTROLS
JOHNSON CONTROLS
10.05%
Shares3.6K
Event2026-06-30
Filed2026-08-05
NVO
NOVO NORDISK
31.08%
Shares10.9K
Event2026-06-30
Filed2026-08-05
IWY
ISHARES RUSSELL
2.06%
Shares1.8K
Event2026-06-30
Filed2026-08-05
ON SEMICONDUCTOR
ON SEMICONDUCTOR
1.32%
Shares5.4K
Event2026-06-30
Filed2026-08-05
QUANTA SERVICES
QUANTA SERVICES
-2.19%
Shares714
Event2026-06-30
Filed2026-08-05
SLYV
STATE STREET
New
Shares4.7K
Event2026-06-30
Filed2026-08-05
OBIL
U S TREASURY
0.23%
Shares10.3K
Event2026-06-30
Filed2026-08-05
MDLZ
MONDELEZ INTERNATIONAL
13.02%
Shares8.9K
Event2026-06-30
Filed2026-08-05
IGF
ISHARES GLOBAL
3.76%
Shares7.7K
Event2026-06-30
Filed2026-08-05
ONEQ
FIDELITY NASDAQ
-3.71%
Shares4.9K
Event2026-06-30
Filed2026-08-05
FGD
FIRST TRUST
0.39%
Shares15.9K
Event2026-06-30
Filed2026-08-05
SOUTHERN COMPANY
SOUTHERN COMPANY
15.61%
Shares5.3K
Event2026-06-30
Filed2026-08-05
BMY
BRISTOL MYERS
-23.18%
Shares8.7K
Event2026-06-30
Filed2026-08-05
ROBO
ROBO GLOBAL
0.00%
Shares5.9K
Event2026-06-30
Filed2026-08-05
GD
GENERAL DYNAMICS
4.20%
Shares1.4K
Event2026-06-30
Filed2026-08-05
IJK
ISHARES S&P
10.46%
Shares4.2K
Event2026-06-30
Filed2026-08-05
IWO
ISHARES RUSSELL
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-05
ADI
ANALOG DEVICES
-1.49%
Shares1.3K
Event2026-06-30
Filed2026-08-05
NLY
ANNALY CAPITAL
-10.27%
Shares22.1K
Event2026-06-30
Filed2026-08-05
REGN
REGENERON PHARMACEUTICAL
2.60%
Shares788
Event2026-06-30
Filed2026-08-05
AON
AON PLC
-9.10%
Shares1.5K
Event2026-06-30
Filed2026-08-05
S&P GLOBAL
S&P GLOBAL
-2.46%
Shares1.2K
Event2026-06-30
Filed2026-08-05
VV
VANGUARD LARGE
2.27%
Shares1.4K
Event2026-06-30
Filed2026-08-05
RPM
RPM INTL INC
New
Shares4.3K
Event2026-06-30
Filed2026-08-05
SYK
STRYKER CORP
23.45%
Shares1.5K
Event2026-06-30
Filed2026-08-05
TGT
TARGET CORP
-3.25%
Shares3.6K
Event2026-06-30
Filed2026-08-05
PRF
INVESCO FTSE
25.91%
Shares8.7K
Event2026-06-30
Filed2026-08-05
NVTS
NAVITAS SEMICONDUCTOR
1.87%
Shares26.1K
Event2026-06-30
Filed2026-08-05
RFG
INVESCO S&P
0.00%
Shares7.2K
Event2026-06-30
Filed2026-08-05
DTD
WISDOMTREE U S
72.99%
Shares5.0K
Event2026-06-30
Filed2026-08-05
LIN
LINDE PLC
-0.89%
Shares886
Event2026-06-30
Filed2026-08-05
KBE
STATE STREET
-3.77%
Shares6.7K
Event2026-06-30
Filed2026-08-05
JMEE
JPMORGAN SMALL
2.47%
Shares5.9K
Event2026-06-30
Filed2026-08-05
PSCU
INVESCO S&P
-1.43%
Shares6.9K
Event2026-06-30
Filed2026-08-05
SPVU
INVESCO S&P
-0.70%
Shares6.5K
Event2026-06-30
Filed2026-08-05
MEAR
ISHARES SHORT
16.15%
Shares9.0K
Event2026-06-30
Filed2026-08-05
ANET
ARISTA NETWORKS
-2.70%
Shares2.7K
Event2026-06-30
Filed2026-08-05
NLR
VANECK URANIUM
-6.69%
Shares3.9K
Event2026-06-30
Filed2026-08-05
VBK
VANGUARD SMALL
-0.32%
Shares1.2K
Event2026-06-30
Filed2026-08-05
SPHD
INVESCO S&P
0.77%
Shares8.8K
Event2026-06-30
Filed2026-08-05
BLBD
BLUE BIRD
3.47%
Shares5.6K
Event2026-06-30
Filed2026-08-05
PWV
INVESCO LARGE
0.35%
Shares5.8K
Event2026-06-30
Filed2026-08-05
TER
TERADYNE INC
9.72%
Shares903
Event2026-06-30
Filed2026-08-05
NULG
NUVEEN ESG
0.00%
Shares3.7K
Event2026-06-30
Filed2026-08-05
WTAI
WISDOMTREE ARTIFICIAL
1.43%
Shares9.1K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
HighPoint Advisor Group LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo