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The Analysis of Indivisible Partners's Holdings & P&L

Currently, Indivisible Partners holds 637 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in N/A (+345.3K shares, valued at $34.2M), ET (+1.6M shares, valued at $30.3M), N/A (+32.5K shares, valued at $12.0M); decreased their positions in PH (-9.3K shares, valued at $9.1M), COR (-21.3K shares, valued at $6.0M), AVUV (-36.2K shares, valued at $4.5M); initiated new positions in N/A (+387.0K shares, valued at $9.4M), XIFR (+693.5K shares, valued at $8.2M), ARE (+144.6K shares, valued at $7.6M).

1M P&L

-38.8M-2.61%

3M P&L

-12.1M-0.83%

HY P&L

+106.0M+7.89%

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/A538.0M

35.0%

2Semiconductors426.2M

27.7%

3Oil & Gas Midstream53.7M

3.5%

Top Industries by Stock Count

1N/A248 stocks

44.0%

2Software - Application12 stocks

2.1%

3Semiconductors11 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TXN TEXAS INSTRS INC1.3M shares0.08%2026-06-302026-08-04

AVUS AMERICAN CENTY ETF TR430.4K shares19.33%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL43.3K shares-3.72%2026-06-302026-08-04

ISHARES TR ISHARES TR377.9K shares1060.42%2026-06-302026-08-04

AAPL APPLE INC119.9K shares7.17%2026-06-302026-08-04

ET ENERGY TRANSFER L P1.6M shares6172.07%2026-06-302026-08-04

QQQ INVESCO QQQ TR33.5K shares22.21%2026-06-302026-08-04

VOO VANGUARD INDEX FDS35.7K shares75.69%2026-06-302026-08-04

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AVDE AMERICAN CENTY ETF TR247.3K shares37.58%2026-06-302026-08-04

NVDA NVIDIA CORPORATION110.1K shares45.22%2026-06-302026-08-04

GOOGL ALPHABET INC51.9K shares35.47%2026-06-302026-08-04

DSTL ETF SER SOLUTIONS298.1K shares0.54%2026-06-302026-08-04

LLY ELI LILLY & CO13.9K shares8.87%2026-06-302026-08-04

AMZN AMAZON COM INC69.7K shares46.53%2026-06-302026-08-04

APH AMPHENOL CORP89.1K shares-0.59%2026-06-302026-08-04

AVEM AMERICAN CENTY ETF TR155.1K shares-0.21%2026-06-302026-08-04

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MSFT MICROSOFT CORP39.5K shares46.93%2026-06-302026-08-04

DFUS DIMENSIONAL ETF TRUST173.9K shares1.98%2026-06-302026-08-04

RY ROYAL BK CDA68.8K shares59.62%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F252.0K shares-5.41%2026-06-302026-08-04

HWM HOWMET AEROSPACE INC50.9K shares-3.09%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS36.0K shares930.58%2026-06-302026-08-04

CAT CATERPILLAR INC11.4K shares14.50%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL20.8K shares29.21%2026-06-302026-08-04

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F167.3K shares-10.84%2026-06-302026-08-04

EEM ISHARES TR146.1K shares47.41%2026-06-302026-08-04

WELL WELLTOWER INC43.2K shares-0.03%2026-06-302026-08-04

SPYI NEOS ETF TRUST180.6K shares-2.16%2026-06-302026-08-04

PLAINS GP HLDGS L P PLAINS GP HLDGS L P387.0K sharesnew addition2026-06-302026-08-04

DFAI DIMENSIONAL ETF TRUST225.1K shares7.34%2026-06-302026-08-04

BROADCOM INC BROADCOM INC24.2K shares35.92%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.5K shares29.25%2026-06-302026-08-04

Sponsored

VIG VANGUARD SPECIALIZED FUNDS37.2K shares22.73%2026-06-302026-08-04

VTR VENTAS INC98.3K shares-1.71%2026-06-302026-08-04

CMI CUMMINS INC12.2K shares556.50%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC26.0K shares0.84%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP61.4K shares7.10%2026-06-302026-08-04

ISHARES TR ISHARES TR11.1K shares460.26%2026-06-302026-08-04

VUG VANGUARD INDEX FDS96.2K shares700.92%2026-06-302026-08-04

XIFR XPLR INFRASTRUCTURE LP693.5K sharesnew addition2026-06-302026-08-04

Sponsored

DSMC ETF SER SOLUTIONS201.2K shares0.76%2026-06-302026-08-04

MTUM ISHARES TR23.4K shares5.99%2026-06-302026-08-04

NBIS NEBIUS GROUP N.V.28.3K shares513.40%2026-06-302026-08-04

ARE ALEXANDRIA REAL ESTATE EQ IN144.6K sharesnew addition2026-06-302026-08-04

SDVD FIRST TR EXCHANGE-TRADED FD329.5K shares3.35%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC64.5K shares-1.32%2026-06-302026-08-04

GOOG ALPHABET INC20.9K shares100.47%2026-06-302026-08-04

WAB WABTEC24.4K shares5.77%2026-06-302026-08-04

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ROST ROSS STORES INC30.7K shares8.21%2026-06-302026-08-04

ONEQ FIDELITY COMWLTH TR62.5K shares518.44%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC11.4K shares74.95%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON25.3K shares16.72%2026-06-302026-08-04

SPHQ INVESCO EXCHANGE TRADED FD T69.9K shares34.91%2026-06-302026-08-04

TJX TJX COS INC NEW41.0K shares1011.68%2026-06-302026-08-04

MAR MARRIOTT INTL INC NEW16.8K shares6.65%2026-06-302026-08-04

CWB SPDR SERIES TRUST56.8K shares28.73%2026-06-302026-08-04

Sponsored

JBL JABIL INC15.8K sharesnew addition2026-06-302026-08-04

BAC BANK OF AMER CORP105.0K shares11.26%2026-06-302026-08-04

LMBS FIRST TR EXCHANGE-TRADED FD118.2K sharesnew addition2026-06-302026-08-04

RH RH35.6K shares9.92%2026-06-302026-08-04

VB VANGUARD INDEX FDS19.3K shares22.52%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F68.3K sharesnew addition2026-06-302026-08-04

EA ELECTRONIC ARTS INC27.7K shares7.67%2026-06-302026-08-04

STIP ISHARES TR55.5K sharesnew addition2026-06-302026-08-04

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GLD SPDR GOLD TR15.3K shares43.89%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC11.8K shares26.24%2026-06-302026-08-04

VTV VANGUARD INDEX FDS25.8K shares7.36%2026-06-302026-08-04

KNG FIRST TR EXCHANGE-TRADED FD110.3K shares7.52%2026-06-302026-08-04

HIG HARTFORD INSURANCE GROUP INC40.3K shares3.49%2026-06-302026-08-04

RYN RAYONIER INC241.3K sharesnew addition2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.7K shares807.58%2026-06-302026-08-04

VTIP VANGUARD MALVERN FDS99.6K sharesnew addition2026-06-302026-08-04

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QLTY GMO ETF TRUST118.3K shares4.39%2026-06-302026-08-04

MPLX MPLX LP85.4K sharesnew addition2026-06-302026-08-04

PVAL PUTNAM ETF TRUST93.5K shares3.27%2026-06-302026-08-04

PAA PLAINS ALL AMERN PIPELINE L212.8K sharesnew addition2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L128.2K sharesnew addition2026-06-302026-08-04

VONG VANGUARD SCOTTSDALE FDS36.8K shares-0.01%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR159.6K shares19.19%2026-06-302026-08-04

TFLO ISHARES TR91.5K shares328.29%2026-06-302026-08-04

Sponsored

ETR ENTERGY CORP NEW40.1K shares9.58%2026-06-302026-08-04

JCPB J P MORGAN EXCHANGE TRADED F96.1K shares11.13%2026-06-302026-08-04

TSLA TESLA INC10.4K shares120.06%2026-06-302026-08-04

ALPS ETF TR ALPS ETF TR82.9K shares13.55%2026-06-302026-08-04

IJR ISHARES TR28.0K shares80.63%2026-06-302026-08-04

DGRO ISHARES TR54.8K shares-6.95%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS58.2K shares25.29%2026-06-302026-08-04

WRBY WARBY PARKER INC133.9K shares5.23%2026-06-302026-08-04

Sponsored

NEM NEWMONT CORP42.5K sharesnew addition2026-06-302026-08-04

IWF ISHARES TR31.5K shares337.35%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC21.4K shares14.65%2026-06-302026-08-04

GLW CORNING INC15.1K shares4.07%2026-06-302026-08-04

NAN NUVEEN NY DIVI ADV325.5K shares-1.96%2026-06-302026-08-04

UITB VICTORY PORTFOLIOS II81.4K shares9.06%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC31.4K shares35.38%2026-06-302026-08-04

VISA INC VISA INC10.8K shares71.60%2026-06-302026-08-04

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WMT WALMART INC32.2K shares51.16%2026-06-302026-08-04

OKE ONEOK INC NEW40.3K shares1290.31%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC6.0K shares31.36%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC2.8K shares2.68%2026-06-302026-08-04

ABBVIE INC ABBVIE INC12.9K shares24.41%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC3.2K shares1064.00%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC7.8K shares24.42%2026-06-302026-08-04

HDEF DBX ETF TR100.6K shares-2.02%2026-06-302026-08-04

Sponsored

VYM VANGUARD WHITEHALL FDS20.3K shares57.92%2026-06-302026-08-04

VONV VANGUARD SCOTTSDALE FDS29.8K shares-3.01%2026-06-302026-08-04

CVX CHEVRON CORPORATION18.7K shares21.19%2026-06-302026-08-04

WMB WILLIAMS COS INC41.3K shares-5.60%2026-06-302026-08-04

VTN INVESCO TR INVT GRADE NEW YO263.5K shares3.07%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-08-04

PAYX PAYCHEX INC30.4K shares3.51%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC4.1K shares57.67%2026-06-302026-08-04

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ASML ASML HLDG NV1.5K shares18.77%2026-06-302026-08-04

PG PROCTER & GAMBLE CO20.3K shares22.47%2026-06-302026-08-04

VANECK ETF TRUST VANECK ETF TRUST39.0K sharesnew addition2026-06-302026-08-04

LRCX LAM RESEARCH CORP6.7K shares39.06%2026-06-302026-08-04

IJH ISHARES TR36.7K shares226.91%2026-06-302026-08-04

HDV ISHARES TR102.2K shares381.86%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST31.7K shares35.24%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR93.2K shares0.98%2026-06-302026-08-04

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KLAC KLA CORP8.9K shares845.38%2026-06-302026-08-04

QQQI NEOS ETF TRUST46.4K shares67.12%2026-06-302026-08-04

IWD ISHARES TR10.9K shares2.46%2026-06-302026-08-04

MO ALTRIA GROUP INC35.1K shares5.09%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC28.4K shares52.74%2026-06-302026-08-04

ISHARES TR ISHARES TR25.6K shares18.72%2026-06-302026-08-04

HELO J P MORGAN EXCHANGE TRADED F36.2K shares3.10%2026-06-302026-08-04

JAAA JANUS DETROIT STR TR46.9K sharesnew addition2026-06-302026-08-04

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ARM ARM HOLDINGS PLC6.6K sharesnew addition2026-06-302026-08-04

MRK MERCK & CO INC17.9K shares34.61%2026-06-302026-08-04

MCD MCDONALDS CORP8.3K shares66.95%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F37.0K shares172.07%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS7.8K shares19.64%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP3.4K shares30.31%2026-06-302026-08-04

RDVI FIRST TR EXCHANGE-TRADED FD74.1K shares1.09%2026-06-302026-08-04

PGR PROGRESSIVE CORP9.9K shares10.94%2026-06-302026-08-04

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KRP KIMBELL RTY PARTNERS LP147.8K sharesnew addition2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION11.1K shares23.11%2026-06-302026-08-04

DE DEERE & CO3.3K shares15.28%2026-06-302026-08-04

GE GE AEROSPACE5.5K shares34.69%2026-06-302026-08-04

VOT VANGUARD INDEX FDS6.7K shares-4.17%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T9.6K shares-1.40%2026-06-302026-08-04

IWV ISHARES TR4.8K sharesnew addition2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.2K shares157.52%2026-06-302026-08-04

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VOE VANGUARD INDEX FDS9.9K shares3.63%2026-06-302026-08-04

B BARRICK MNG CORP52.9K sharesnew addition2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR56.6K shares1.45%2026-06-302026-08-04

RRC RANGE RES CORP51.5K sharesnew addition2026-06-302026-08-04

ESGU ISHARES TR11.6K sharesnew addition2026-06-302026-08-04

TILT FLEXSHARES TR6.8K sharesnew addition2026-06-302026-08-04

BNL BROADSTONE NET LEASE INC90.9K shares7.34%2026-06-302026-08-04

HD HOME DEPOT INC5.3K shares32.61%2026-06-302026-08-04

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APD AIR PRODUCTS AND CHEMICALS I6.3K shares10.22%2026-06-302026-08-04

IWB ISHARES TR4.5K shares62.05%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR39.9K sharesnew addition2026-06-302026-08-04

VONE VANGUARD SCOTTSDALE FDS5.3K shares-5.22%2026-06-302026-08-04

FLQL FRANKLIN TEMPLETON ETF TR23.1K shares14.50%2026-06-302026-08-04

VXUS VANGUARD STAR FDS21.1K sharesnew addition2026-06-302026-08-04

BLK BLACKROCK INC1.8K shares-35.37%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC5.1K shares9.22%2026-06-302026-08-04

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IWR ISHARES TR15.7K shares57.44%2026-06-302026-08-04

ADI ANALOG DEVICES INC4.3K shares30.89%2026-06-302026-08-04

EOS EATON VANCE ENHANCED EQUITY74.8K shares-2.89%2026-06-302026-08-04

BXSL BLACKSTONE SECD LENDING FD69.0K shares140.67%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP5.2K shares8.21%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR51.3K shares322.68%2026-06-302026-08-04

MGC VANGUARD WORLD FD5.9K shares447.46%2026-06-302026-08-04

RQI COHEN & STEERS QUALITY INCOM130.4K shares9.22%2026-06-302026-08-04

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC8.4K shares16.10%2026-06-302026-08-04

ORACLE CORP ORACLE CORP10.8K shares47.27%2026-06-302026-08-04

IDEV ISHARES TR17.5K shares-4.03%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC7.7K shares11.93%2026-06-302026-08-04

NYF ISHARES TR28.8K shares36.60%2026-06-302026-08-04

KO COCA COLA CO18.7K shares38.61%2026-06-302026-08-04

HTD HANCOCK JOHN TAX-ADVANTAGED59.4K shares-4.85%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC6.1K shares50.01%2026-06-302026-08-04

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LOW LOWES COS INC6.7K shares8.86%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC21.5K shares16.53%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED4.3K shares14.89%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.20.2K shares74.80%2026-06-302026-08-04

GILD GILEAD SCIENCES INC11.4K shares15.53%2026-06-302026-08-04

AMERICOLD REALTY TRUST INC AMERICOLD REALTY TRUST INC90.9K sharesnew addition2026-06-302026-08-04

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME116.5K shares1.39%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR50.9K shares-6.87%2026-06-302026-08-04

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MS MORGAN STANLEY6.6K shares46.49%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP15.0K shares10.96%2026-06-302026-08-04

PEP PEPSICO INC10.2K shares11.10%2026-06-302026-08-04

TRGP TARGA RES CORP5.2K shares67.07%2026-06-302026-08-04

MYN BLACKROCK MUNIYIELD N Y QUAL135.7K shares14.02%2026-06-302026-08-04

VBR VANGUARD INDEX FDS5.6K shares-3.29%2026-06-302026-08-04

LIN LINDE PLC2.6K shares27.77%2026-06-302026-08-04

NRK NUVEEN NY AMT FREE125.7K shares11.01%2026-06-302026-08-04

Sponsored

FAST FASTENAL CO27.9K shares12.17%2026-06-302026-08-04

CGMU CAPITAL GRP FIXED INCM ETF T48.7K shares-4.72%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F8.5K shares78.69%2026-06-302026-08-04

DIS DISNEY WALT CO13.5K shares77.84%2026-06-302026-08-04

VO VANGUARD INDEX FDS16.1K sharesnew addition2026-06-302026-08-04

WFC WELLS FARGO & CO15.7K shares54.17%2026-06-302026-08-04

UBS UBS GROUP AG26.0K shares149.80%2026-06-302026-08-04

KYN KAYNE ANDERSON ENERGY INFRST91.3K shares7.39%2026-06-302026-08-04

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MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.5K shares50.68%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.1K shares271.68%2026-06-302026-08-04

QQQM INVESCO EXCH TRADED FD TR II4.0K shares3.93%2026-06-302026-08-04

FANG DIAMONDBACK ENERGY INC7.0K shares261.36%2026-06-302026-08-04

SBUX STARBUCKS CORP11.9K shares39.83%2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP2.4K shares16.42%2026-06-302026-08-04

GEV GE VERNOVA INC1.0K shares75.81%2026-06-302026-08-04

CGDV CAPITAL GROUP DIVIDEND VALUE24.3K sharesnew addition2026-06-302026-08-04

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QGRO AMERICAN CENTY ETF TR10.1K shares6.14%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS15.1K shares-45.03%2026-06-302026-08-04

INTC INTEL CORP8.3K shares-63.77%2026-06-302026-08-04

RSG REPUBLIC SVCS INC5.4K shares133.75%2026-06-302026-08-04

ETN EATON CORP PLC2.7K shares27.39%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW9.0K shares16.84%2026-06-302026-08-04

TLTD FLEXSHARES TR11.5K sharesnew addition2026-06-302026-08-04

PFE PFIZER INC46.7K sharesnew addition2026-06-302026-08-04

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KMB KIMBERLY-CLARK CORP10.2K sharesnew addition2026-06-302026-08-04

URI UNITED RENTALS INC987 shares219.42%2026-06-302026-08-04

AMGN AMGEN INC3.1K shares66.20%2026-06-302026-08-04

C CITIGROUP INC7.9K shares49.72%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC2.3K shares18.73%2026-06-302026-08-04

IGM ISHARES TR6.8K shares0.00%2026-06-302026-08-04

CGSD CAPITAL GRP FIXED INCM ETF T43.0K sharesnew addition2026-06-302026-08-04

IGRO ISHARES TR12.5K shares27.74%2026-06-302026-08-04

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SRE SEMPRA11.7K shares19.12%2026-06-302026-08-04

ILCG ISHARES TR9.2K shares-9.38%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR30.7K shares0.61%2026-06-302026-08-04

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC9.0K shares63.69%2026-06-302026-08-04

COP CONOCOPHILLIPS10.1K shares20.93%2026-06-302026-08-04

CGGR CAPITAL GROUP GROWTH ETF22.1K sharesnew addition2026-06-302026-08-04

AVUV AMERICAN CENTY ETF TR8.3K shares-81.38%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP2.0K shares7.03%2026-06-302026-08-04

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MDLZ MONDELEZ INTL INC17.8K shares37.50%2026-06-302026-08-04

QUAL ISHARES TR4.7K shares224.97%2026-06-302026-08-04

MPC MARATHON PETE CORP3.9K shares69.01%2026-06-302026-08-04

BMEZ BLACKROCK HEALTH SCIENCES TE65.7K shares-9.43%2026-06-302026-08-04

IMO IMPERIAL OIL LTD8.8K sharesnew addition2026-06-302026-08-04

SHYM BLACKROCK ETF TRUST II44.1K sharesnew addition2026-06-302026-08-04

SFM SPROUTS FMRS MKT INC11.5K shares2.75%2026-06-302026-08-04

IYH ISHARES TR14.5K shares4.48%2026-06-302026-08-04

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SDY SPDR SERIES TRUST6.4K shares2.98%2026-06-302026-08-04

IWM ISHARES TR3.2K sharesnew addition2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC22.7K shares60.92%2026-06-302026-08-04

ICSH ISHARES TR19.0K sharesnew addition2026-06-302026-08-04

IFRA ISHARES TR15.2K shares6.82%2026-06-302026-08-04

PAVE GLOBAL X FDS16.2K shares6.03%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP2.7K shares18.89%2026-06-302026-08-04

UNP UNION PAC CORP3.5K shares29.08%2026-06-302026-08-04

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SHOP SHOPIFY INC8.2K shares1.28%2026-06-302026-08-04

STRATEGY INC STRATEGY INC10.8K shares75.13%2026-06-302026-08-04

CP CANADIAN PACIFIC KANSAS CITY10.8K shares2.20%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.8K shares20.01%2026-06-302026-08-04

ETW EATON VANCE TAX-MANAGED GLOB94.9K shares-5.50%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR24.6K shares-4.32%2026-06-302026-08-04

KHC KRAFT HEINZ CO38.3K sharesnew addition2026-06-302026-08-04

HFXI NEW YORK LIFE INVESTMENTS ET23.6K shares9.57%2026-06-302026-08-04

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SIRI SIRIUSXM HOLDINGS INC30.3K shares0.22%2026-06-302026-08-04

CINF CINCINNATI FINL CORP4.8K shares4.14%2026-06-302026-08-04

SPTM SPDR SERIES TRUST9.7K shares0.00%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO2.6K shares15.62%2026-06-302026-08-04

PBI PITNEY BOWES INC49.7K shares-17.26%2026-06-302026-08-04

EXE EXPAND ENERGY CORPORATION9.5K sharesnew addition2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC1.7K shares30.72%2026-06-302026-08-04

ACWX ISHARES TR11.3K shares30.97%2026-06-302026-08-04

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VKI INVESCO ADVANTAGE MUN INCOME90.6K shares0.34%2026-06-302026-08-04

BTU PEABODY ENGR CORP37.1K sharesnew addition2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR23.7K shares1.19%2026-06-302026-08-04

HONEYWELL INTL INC HONEYWELL INTL INC3.6K sharesnew addition2026-06-302026-08-04

SE SEA LTD8.7K shares1.82%2026-06-302026-08-04

IVE ISHARES TR3.7K shares3.82%2026-06-302026-08-04

CVS CVS HEALTH CORP8.0K shares1.93%2026-06-302026-08-04

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FDS FACTSET RESH SYS INC3.5K shares14.25%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC8.1K shares13.11%2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.6K sharesnew addition2026-06-302026-08-04

DIEM FRANKLIN TEMPLETON ETF TR18.4K shares21.13%2026-06-302026-08-04

LVHI LEGG MASON ETF INVT19.7K shares46.14%2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares11.64%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC2.0K shares25.25%2026-06-302026-08-04

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SHEL SHELL PLC10.2K shares16.62%2026-06-302026-08-04

QQEW FIRST TR EXCHANGE-TRADED FD4.9K shares-0.79%2026-06-302026-08-04

CDNS CADENCE DESIGN SYSTEM INC2.1K shares-15.60%2026-06-302026-08-04

HRMY HARMONY BIOSCIENCES HLDGS IN21.4K shares4.02%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP795 shares-92.12%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.0K shares-11.09%2026-06-302026-08-04

DFAE DIMENSIONAL ETF TRUST19.0K shares-6.34%2026-06-302026-08-04

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VBK VANGUARD INDEX FDS2.1K shares14.21%2026-06-302026-08-04

ARK ETF TR ARK ETF TR9.3K shares-1.67%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC1.8K sharesnew addition2026-06-302026-08-04

VGT VANGUARD WORLD FD6.1K shares357.57%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC4.1K shares4461.80%2026-06-302026-08-04

JMST J P MORGAN EXCHANGE TRADED F14.2K shares-4.37%2026-06-302026-08-04

ACU ACME UTD CORP15.1K shares0.89%2026-06-302026-08-04

SPYG SPDR SERIES TRUST6.0K shares0.00%2026-06-302026-08-04

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PRAA PRA GROUP INC37.5K shares2.57%2026-06-302026-08-04

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MC MOELIS & CO10.8K shares9.67%2026-06-302026-08-04

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NVS NOVARTIS AG4.5K shares62.00%2026-06-302026-08-04

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MHH MASTECH HLDGS INC89.1K shares6.18%2026-06-302026-08-04

MOAT VANECK ETF TRUST6.6K shares0.00%2026-06-302026-08-04

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YUM YUM BRANDS INC4.2K shares23.12%2026-06-302026-08-04

QCOM QUALCOMM INC3.7K shares68.72%2026-06-302026-08-04

ANIK ANIKA THERAPEUTICS INC46.3K shares-7.04%2026-06-302026-08-04

IDCC INTERDIGITAL INC2.4K shares27.58%2026-06-302026-08-04

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LEA LEAR CORP5.0K shares7.02%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO11.6K shares11.43%2026-06-302026-08-04

BSTZ BLACKROCK SCIENCE & TECHNOLO22.3K shares-12.84%2026-06-302026-08-04

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UBER UBER TECHNOLOGIES INC9.2K shares23.45%2026-06-302026-08-04

SNDK SANDISK CORP293 sharesnew addition2026-06-302026-08-04

BA BOEING CO3.1K shares42.46%2026-06-302026-08-04

AME AMETEK INC2.7K shares35.55%2026-06-302026-08-04

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STM STMICROELECTRONICS N V8.7K sharesnew addition2026-06-302026-08-04

TSQ TOWNSQUARE MEDIA INC91.6K shares3.39%2026-06-302026-08-04

HEI HEICO CORP NEW1.8K shares-35.05%2026-06-302026-08-04

GM GENERAL MTRS CO8.3K shares12.48%2026-06-302026-08-04

NXST NEXSTAR MEDIA GROUP INC3.6K shares17.54%2026-06-302026-08-04

GTN GRAY MEDIA INC160.9K shares13.76%2026-06-302026-08-04

PSX PHILLIPS 663.7K shares15.94%2026-06-302026-08-04

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IVW ISHARES TR4.5K shares2.34%2026-06-302026-08-04

SBGI SINCLAIR INC43.4K shares7.79%2026-06-302026-08-04

EMO CLEARBRIDGE ENERGY MIDSTREAM12.3K shares0.75%2026-06-302026-08-04

T AT&T INC29.6K shares73.44%2026-06-302026-08-04

EFA ISHARES TR5.8K shares60.14%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP3.0K shares57.20%2026-06-302026-08-04

CNX CNX RES CORP17.6K shares5.24%2026-06-302026-08-04

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NOV NOV INC32.0K sharesnew addition2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC7.5K shares33.20%2026-06-302026-08-04

ALL ALLSTATE CORP2.5K shares46.57%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS7.0K shares-53.69%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC9.4K shares60.12%2026-06-302026-08-04

WEC WEC ENERGY GROUP INC4.9K shares26.97%2026-06-302026-08-04

IUSV ISHARES TR5.2K shares22.06%2026-06-302026-08-04

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XLP SELECT SECTOR SPDR TR6.8K shares1.49%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR10.7K sharesnew addition2026-06-302026-08-04

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DAL DELTA AIR LINES INC6.0K shares86.10%2026-06-302026-08-04

SGOV ISHARES TR5.5K shares57.84%2026-06-302026-08-04

ORLY OREILLY AUTOMOTIVE INC6.0K shares110.54%2026-06-302026-08-04

ABT ABBOTT LABORATORIES6.1K shares62.58%2026-06-302026-08-04

SMH VANECK ETF TRUST842 shares4.34%2026-06-302026-08-04

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IXUS ISHARES TR5.8K sharesnew addition2026-06-302026-08-04

GDV GABELLI DIVID & INCOME TR18.7K shares-1.13%2026-06-302026-08-04

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.2K shares25.97%2026-06-302026-08-04

FITB FIFTH THIRD BANCORP9.8K sharesnew addition2026-06-302026-08-04

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NMCO NUVEEN MUN CR OPPORTUNITIES50.2K shares0.10%2026-06-302026-08-04

ROP ROPER TECHNOLOGIES INC1.6K shares31.51%2026-06-302026-08-04

EQIX EQUINIX INC522 shares88.45%2026-06-302026-08-04

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CRD.A CRAWFORD & CO48.1K shares60.84%2026-06-302026-08-04

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VYMI VANGUARD WHITEHALL FDS5.4K shares64.79%2026-06-302026-08-04

ARCH CAP GROUP LTD ARCH CAP GROUP LTD5.5K shares5.10%2026-06-302026-08-04

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LFVN LIFEVANTAGE CORP84.2K shares-21.21%2026-06-302026-08-04

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CNXC CONCENTRIX CORP23.3K shares34.94%2026-06-302026-08-04

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CME CME GROUP INC2.3K shares54.10%2026-06-302026-08-04

TIP ISHARES TR4.7K shares-76.39%2026-06-302026-08-04

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TNGY TORTOISE CAPITAL SERIES TRUS52.0K shares0.42%2026-06-302026-08-04

NZF NUVEEN MUN CR INCOME FD39.5K shares0.28%2026-06-302026-08-04

QSR RESTAURANT BRANDS INTL INC6.9K shares4.36%2026-06-302026-08-04

Q QNITY ELECTRONICS INC3.0K shares13.26%2026-06-302026-08-04

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PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC61.2K shares-38.42%2026-06-302026-08-04

DVN DEVON ENERGY CORP NEW12.0K sharesnew addition2026-06-302026-08-04

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ALB ALBEMARLE CORP3.5K shares9.75%2026-06-302026-08-04

SAIA SAIA INC1.1K shares7.58%2026-06-302026-08-04

ODFL OLD DOMINION FREIGHT LINE IN2.2K shares40.66%2026-06-302026-08-04

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THC TENET HEALTHCARE CORP2.5K shares-0.28%2026-06-302026-08-04

PEG PUBLIC SVC ENTERPRISE GROUP5.7K sharesnew addition2026-06-302026-08-04

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VOOG VANGUARD ADMIRAL FDS INC5.6K shares514.85%2026-06-302026-08-04

EMR EMERSON ELEC CO3.2K shares58.67%2026-06-302026-08-04

LHX L3HARRIS TECHNOLOGIES INC1.6K shares3.27%2026-06-302026-08-04

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TSN TYSON FOODS INC7.9K shares14.60%2026-06-302026-08-04

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TTE TOTALENERGIES SE5.8K shares96.01%2026-06-302026-08-04

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FVD FIRST TR EXCHANGE-TRADED FD9.2K shares0.14%2026-06-302026-08-04

MGA MAGNA INTL INC6.7K sharesnew addition2026-06-302026-08-04

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CORTEVA INC CORTEVA INC5.1K shares10.89%2026-06-302026-08-04

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NDAQ NASDAQ INC5.4K shares-37.54%2026-06-302026-08-04

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APPLOVIN CORP APPLOVIN CORP812 shares-7.20%2026-06-302026-08-04

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FMDE FIDELITY COVINGTON TRUST10.2K sharesnew addition2026-06-302026-08-04

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EOG EOG RES INC3.2K shares21.42%2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC825 sharesnew addition2026-06-302026-08-04

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MQY BLACKROCK MUNIYILD QULT FD I34.8K shares-4.75%2026-06-302026-08-04

RKLB ROCKET LAB CORP3.9K sharesnew addition2026-06-302026-08-04

IBN ICICI BANK LIMITED13.5K shares0.42%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR8.6K shares18.76%2026-06-302026-08-04

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EW EDWARDS LIFESCIENCES CORP4.2K shares52.34%2026-06-302026-08-04

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OMC OMNICOM GROUP INC5.2K shares42.55%2026-06-302026-08-04

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IFN ABERDEEN INDIA FD INC31.6K sharesnew addition2026-06-302026-08-04

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ITW ILLINOIS TOOL WKS INC1.3K shares65.95%2026-06-302026-08-04

IYY ISHARES TR2.0K sharesnew addition2026-06-302026-08-04

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COR CENCORA INC1.3K shares-94.45%2026-06-302026-08-04

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IWO ISHARES TR896 sharesnew addition2026-06-302026-08-04

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IOSP INNOSPEC INC4.2K shares9.44%2026-06-302026-08-04

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CDW CDW CORP2.4K sharesnew addition2026-06-302026-08-04

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ARK ETF TR ARK ETF TR7.7K sharesnew addition2026-06-302026-08-04

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.2K shares13.38%2026-06-302026-08-04

SPG SIMON PPTY GROUP INC NEW1.4K shares-73.92%2026-06-302026-08-04

AVSU AMERICAN CENTY ETF TR3.6K shares-0.41%2026-06-302026-08-04

IBKR INTERACTIVE BROKERS GROUP IN3.7K sharesnew addition2026-06-302026-08-04

Sponsored

ANET ARISTA NETWORKS INC1.9K sharesnew addition2026-06-302026-08-04

FTXL FIRST TR EXCHANGE TRADED FD1.1K sharesnew addition2026-06-302026-08-04

KVUE KENVUE INC16.6K shares62.16%2026-06-302026-08-04

JHMM JOHN HANCOCK EXCHANGE TRADED4.2K sharesnew addition2026-06-302026-08-04

BIL SPDR SERIES TRUST3.4K shares-47.10%2026-06-302026-08-04

SPMO INVESCO EXCH TRADED FD TR II1.9K shares1.51%2026-06-302026-08-04

DOC HEALTHPEAK PROPERTIES INC14.7K sharesnew addition2026-06-302026-08-04

BDX BECTON DICKINSON & CO2.1K shares11.54%2026-06-302026-08-04

Sponsored

PFF ISHARES TR10.2K shares5.15%2026-06-302026-08-04

IFF INTERNATIONAL FLAVORS&FRAGRA3.9K shares2.37%2026-06-302026-08-04

TAXX BONDBLOXX ETF TRUST6.0K shares-11.44%2026-06-302026-08-04

AES CORP AES CORP20.7K shares0.29%2026-06-302026-08-04

GSK PLC GSK PLC5.7K sharesnew addition2026-06-302026-08-04

ETG EATON VANCE TX ADV GLBL DIV12.5K sharesnew addition2026-06-302026-08-04

MCK MCKESSON CORP387 shares-92.90%2026-06-302026-08-04

BK BANK OF NY MELLON CORP2.0K sharesnew addition2026-06-302026-08-04

Sponsored

JHPI JOHN HANCOCK EXCHANGE TRADED12.8K shares-34.85%2026-06-302026-08-04

JETS ETF SER SOLUTIONS8.7K sharesnew addition2026-06-302026-08-04

IBIT ISHARES BITCOIN TRUST ETF8.6K sharesnew addition2026-06-302026-08-04

BAX BAXTER INTL INC13.4K sharesnew addition2026-06-302026-08-04

TXN

TEXAS INSTRS INC

0.08%

Shares1.3M

Event2026-06-30

Filed2026-08-04

AVUS

AMERICAN CENTY ETF TR

19.33%

Shares430.4K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

-3.72%

Shares43.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

1060.42%

Shares377.9K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

7.17%

Shares119.9K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P

6172.07%

Shares1.6M

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

22.21%

Shares33.5K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

75.69%

Shares35.7K

Event2026-06-30

Filed2026-08-04

AVDE

AMERICAN CENTY ETF TR

37.58%

Shares247.3K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

45.22%

Shares110.1K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

35.47%

Shares51.9K

Event2026-06-30

Filed2026-08-04

DSTL

ETF SER SOLUTIONS

0.54%

Shares298.1K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

8.87%

Shares13.9K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

46.53%

Shares69.7K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-0.59%

Shares89.1K

Event2026-06-30

Filed2026-08-04

AVEM

AMERICAN CENTY ETF TR

-0.21%

Shares155.1K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

46.93%

Shares39.5K

Event2026-06-30

Filed2026-08-04

DFUS

DIMENSIONAL ETF TRUST

1.98%

Shares173.9K

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

59.62%

Shares68.8K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-5.41%

Shares252.0K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

-3.09%

Shares50.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

930.58%

Shares36.0K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

14.50%

Shares11.4K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

29.21%

Shares20.8K

Event2026-06-30

Filed2026-08-04

J P MORGAN EXCHANGE TRADED F

-10.84%

Shares167.3K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

47.41%

Shares146.1K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

-0.03%

Shares43.2K

Event2026-06-30

Filed2026-08-04

SPYI

NEOS ETF TRUST

-2.16%

Shares180.6K

Event2026-06-30

Filed2026-08-04

PLAINS GP HLDGS L P

New

Shares387.0K

Event2026-06-30

Filed2026-08-04

DFAI

DIMENSIONAL ETF TRUST

7.34%

Shares225.1K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

35.92%

Shares24.2K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

29.25%

Shares27.5K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

22.73%

Shares37.2K

Event2026-06-30

Filed2026-08-04

VTR

VENTAS INC

-1.71%

Shares98.3K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

556.50%

Shares12.2K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

0.84%

Shares26.0K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

7.10%

Shares61.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

460.26%

Shares11.1K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

700.92%

Shares96.2K

Event2026-06-30

Filed2026-08-04

XIFR

XPLR INFRASTRUCTURE LP

New

Shares693.5K

Event2026-06-30

Filed2026-08-04

DSMC

ETF SER SOLUTIONS

0.76%

Shares201.2K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

5.99%

Shares23.4K

Event2026-06-30

Filed2026-08-04

NBIS

NEBIUS GROUP N.V.

513.40%

Shares28.3K

Event2026-06-30

Filed2026-08-04

ARE

ALEXANDRIA REAL ESTATE EQ IN

New

Shares144.6K

Event2026-06-30

Filed2026-08-04

SDVD

FIRST TR EXCHANGE-TRADED FD

3.35%

Shares329.5K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

-1.32%

Shares64.5K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

100.47%

Shares20.9K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

5.77%

Shares24.4K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

8.21%

Shares30.7K

Event2026-06-30

Filed2026-08-04

ONEQ

FIDELITY COMWLTH TR

518.44%

Shares62.5K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

74.95%

Shares11.4K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

16.72%

Shares25.3K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

34.91%

Shares69.9K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

1011.68%

Shares41.0K

Event2026-06-30

Filed2026-08-04

MAR

MARRIOTT INTL INC NEW

6.65%

Shares16.8K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

28.73%

Shares56.8K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

New

Shares15.8K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

11.26%

Shares105.0K

Event2026-06-30

Filed2026-08-04

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares118.2K

Event2026-06-30

Filed2026-08-04

9.92%

Shares35.6K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

22.52%

Shares19.3K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares68.3K

Event2026-06-30

Filed2026-08-04

ELECTRONIC ARTS INC

7.67%

Shares27.7K

Event2026-06-30

Filed2026-08-04

STIP

ISHARES TR

New

Shares55.5K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

43.89%

Shares15.3K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

26.24%

Shares11.8K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

7.36%

Shares25.8K

Event2026-06-30

Filed2026-08-04

KNG

FIRST TR EXCHANGE-TRADED FD

7.52%

Shares110.3K

Event2026-06-30

Filed2026-08-04

HIG

HARTFORD INSURANCE GROUP INC

3.49%

Shares40.3K

Event2026-06-30

Filed2026-08-04

RYN

RAYONIER INC

New

Shares241.3K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

807.58%

Shares6.7K

Event2026-06-30

Filed2026-08-04

VTIP

VANGUARD MALVERN FDS

New

Shares99.6K

Event2026-06-30

Filed2026-08-04

QLTY

GMO ETF TRUST

4.39%

Shares118.3K

Event2026-06-30

Filed2026-08-04

MPLX

MPLX LP

New

Shares85.4K

Event2026-06-30

Filed2026-08-04

PVAL

PUTNAM ETF TRUST

3.27%

Shares93.5K

Event2026-06-30

Filed2026-08-04

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares212.8K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares128.2K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

-0.01%

Shares36.8K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

19.19%

Shares159.6K

Event2026-06-30

Filed2026-08-04

TFLO

ISHARES TR

328.29%

Shares91.5K

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

9.58%

Shares40.1K

Event2026-06-30

Filed2026-08-04

JCPB

J P MORGAN EXCHANGE TRADED F

11.13%

Shares96.1K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

120.06%

Shares10.4K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

13.55%

Shares82.9K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

80.63%

Shares28.0K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-6.95%

Shares54.8K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

25.29%

Shares58.2K

Event2026-06-30

Filed2026-08-04

WRBY

WARBY PARKER INC

5.23%

Shares133.9K

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP

New

Shares42.5K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

337.35%

Shares31.5K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

14.65%

Shares21.4K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

4.07%

Shares15.1K

Event2026-06-30

Filed2026-08-04

NAN

NUVEEN NY DIVI ADV

-1.96%

Shares325.5K

Event2026-06-30

Filed2026-08-04

UITB

VICTORY PORTFOLIOS II

9.06%

Shares81.4K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

35.38%

Shares31.4K

Event2026-06-30

Filed2026-08-04

VISA INC

71.60%

Shares10.8K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

51.16%

Shares32.2K

Event2026-06-30

Filed2026-08-04

OKE

ONEOK INC NEW

1290.31%

Shares40.3K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

31.36%

Shares6.0K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

2.68%

Shares2.8K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

24.41%

Shares12.9K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

1064.00%

Shares3.2K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

24.42%

Shares7.8K

Event2026-06-30

Filed2026-08-04

HDEF

DBX ETF TR

-2.02%

Shares100.6K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

57.92%

Shares20.3K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD SCOTTSDALE FDS

-3.01%

Shares29.8K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

21.19%

Shares18.7K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

-5.60%

Shares41.3K

Event2026-06-30

Filed2026-08-04

VTN

INVESCO TR INVT GRADE NEW YO

3.07%

Shares263.5K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

3.51%

Shares30.4K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

57.67%

Shares4.1K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

18.77%

Shares1.5K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

22.47%

Shares20.3K

Event2026-06-30

Filed2026-08-04

VANECK ETF TRUST

New

Shares39.0K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

39.06%

Shares6.7K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

226.91%

Shares36.7K

Event2026-06-30

Filed2026-08-04

HDV

ISHARES TR

381.86%

Shares102.2K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

35.24%

Shares31.7K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

0.98%

Shares93.2K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

845.38%

Shares8.9K

Event2026-06-30

Filed2026-08-04

QQQI

NEOS ETF TRUST

67.12%

Shares46.4K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

2.46%

Shares10.9K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

5.09%

Shares35.1K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

52.74%

Shares28.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

18.72%

Shares25.6K

Event2026-06-30

Filed2026-08-04

HELO

J P MORGAN EXCHANGE TRADED F

3.10%

Shares36.2K

Event2026-06-30

Filed2026-08-04

JAAA

JANUS DETROIT STR TR

New

Shares46.9K

Event2026-06-30

Filed2026-08-04

ARM

ARM HOLDINGS PLC

New

Shares6.6K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

34.61%

Shares17.9K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

66.95%

Shares8.3K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

172.07%

Shares37.0K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

19.64%

Shares7.8K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

30.31%

Shares3.4K

Event2026-06-30

Filed2026-08-04

RDVI

FIRST TR EXCHANGE-TRADED FD

1.09%

Shares74.1K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

10.94%

Shares9.9K

Event2026-06-30

Filed2026-08-04

KRP

KIMBELL RTY PARTNERS LP

New

Shares147.8K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

23.11%

Shares11.1K

Event2026-06-30

Filed2026-08-04

DEERE & CO

15.28%

Shares3.3K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

34.69%

Shares5.5K

Event2026-06-30

Filed2026-08-04

VOT

VANGUARD INDEX FDS

-4.17%

Shares6.7K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

-1.40%

Shares9.6K

Event2026-06-30

Filed2026-08-04

IWV

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

157.52%

Shares2.2K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

3.63%

Shares9.9K

Event2026-06-30

Filed2026-08-04

BARRICK MNG CORP

New

Shares52.9K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

1.45%

Shares56.6K

Event2026-06-30

Filed2026-08-04

RRC

RANGE RES CORP

New

Shares51.5K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES TR

New

Shares11.6K

Event2026-06-30

Filed2026-08-04

TILT

FLEXSHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-08-04

BNL

BROADSTONE NET LEASE INC

7.34%

Shares90.9K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

32.61%

Shares5.3K

Event2026-06-30

Filed2026-08-04

APD

AIR PRODUCTS AND CHEMICALS I

10.22%

Shares6.3K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

62.05%

Shares4.5K

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

New

Shares39.9K

Event2026-06-30

Filed2026-08-04

VONE

VANGUARD SCOTTSDALE FDS

-5.22%

Shares5.3K

Event2026-06-30

Filed2026-08-04

FLQL

FRANKLIN TEMPLETON ETF TR

14.50%

Shares23.1K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

New

Shares21.1K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

-35.37%

Shares1.8K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

9.22%

Shares5.1K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

57.44%

Shares15.7K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

30.89%

Shares4.3K

Event2026-06-30

Filed2026-08-04

EOS

EATON VANCE ENHANCED EQUITY

-2.89%

Shares74.8K

Event2026-06-30

Filed2026-08-04

BXSL

BLACKSTONE SECD LENDING FD

140.67%

Shares69.0K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

8.21%

Shares5.2K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

322.68%

Shares51.3K

Event2026-06-30

Filed2026-08-04

MGC

VANGUARD WORLD FD

447.46%

Shares5.9K

Event2026-06-30

Filed2026-08-04

RQI

COHEN & STEERS QUALITY INCOM

9.22%

Shares130.4K

Event2026-06-30

Filed2026-08-04

ASTRAZENECA PLC

16.10%

Shares8.4K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

47.27%

Shares10.8K

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

-4.03%

Shares17.5K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

11.93%

Shares7.7K

Event2026-06-30

Filed2026-08-04

NYF

ISHARES TR

36.60%

Shares28.8K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

38.61%

Shares18.7K

Event2026-06-30

Filed2026-08-04

HTD

HANCOCK JOHN TAX-ADVANTAGED

-4.85%

Shares59.4K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

50.01%

Shares6.1K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

8.86%

Shares6.7K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

16.53%

Shares21.5K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

14.89%

Shares4.3K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

74.80%

Shares20.2K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

15.53%

Shares11.4K

Event2026-06-30

Filed2026-08-04

AMERICOLD REALTY TRUST INC

New

Shares90.9K

Event2026-06-30

Filed2026-08-04

NUVEEN QUALITY MUNCP INCOME

1.39%

Shares116.5K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-6.87%

Shares50.9K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

46.49%

Shares6.6K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

10.96%

Shares15.0K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

11.10%

Shares10.2K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

67.07%

Shares5.2K

Event2026-06-30

Filed2026-08-04

MYN

BLACKROCK MUNIYIELD N Y QUAL

14.02%

Shares135.7K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

-3.29%

Shares5.6K

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

27.77%

Shares2.6K

Event2026-06-30

Filed2026-08-04

NRK

NUVEEN NY AMT FREE

11.01%

Shares125.7K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

12.17%

Shares27.9K

Event2026-06-30

Filed2026-08-04

CGMU

CAPITAL GRP FIXED INCM ETF T

-4.72%

Shares48.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

78.69%

Shares8.5K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

77.84%

Shares13.5K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

New

Shares16.1K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

54.17%

Shares15.7K

Event2026-06-30

Filed2026-08-04

UBS

UBS GROUP AG

149.80%

Shares26.0K

Event2026-06-30

Filed2026-08-04

KYN

KAYNE ANDERSON ENERGY INFRST

7.39%

Shares91.3K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

50.68%

Shares2.5K

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

271.68%

Shares10.1K

Event2026-06-30

Filed2026-08-04

QQQM

INVESCO EXCH TRADED FD TR II

3.93%

Shares4.0K

Event2026-06-30

Filed2026-08-04

FANG

DIAMONDBACK ENERGY INC

261.36%

Shares7.0K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

39.83%

Shares11.9K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

16.42%

Shares2.4K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

75.81%

Shares1.0K

Event2026-06-30

Filed2026-08-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares24.3K

Event2026-06-30

Filed2026-08-04

QGRO

AMERICAN CENTY ETF TR

6.14%

Shares10.1K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

-45.03%

Shares15.1K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-63.77%

Shares8.3K

Event2026-06-30

Filed2026-08-04

RSG

REPUBLIC SVCS INC

133.75%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

27.39%

Shares2.7K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

16.84%

Shares9.0K

Event2026-06-30

Filed2026-08-04

TLTD

FLEXSHARES TR

New

Shares11.5K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

New

Shares46.7K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

New

Shares10.2K

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

219.42%

Shares987

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

66.20%

Shares3.1K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

49.72%

Shares7.9K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

18.73%

Shares2.3K

Event2026-06-30

Filed2026-08-04

IGM

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-04

CGSD

CAPITAL GRP FIXED INCM ETF T

New

Shares43.0K

Event2026-06-30

Filed2026-08-04

IGRO

ISHARES TR

27.74%

Shares12.5K

Event2026-06-30

Filed2026-08-04

SRE

SEMPRA

19.12%

Shares11.7K

Event2026-06-30

Filed2026-08-04

ILCG

ISHARES TR

-9.38%

Shares9.2K

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

0.61%

Shares30.7K

Event2026-06-30

Filed2026-08-04

APOLLO GLOBAL MGMT INC

63.69%

Shares9.0K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

20.93%

Shares10.1K

Event2026-06-30

Filed2026-08-04

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares22.1K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

-81.38%

Shares8.3K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

7.03%

Shares2.0K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

37.50%

Shares17.8K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

224.97%

Shares4.7K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

69.01%

Shares3.9K

Event2026-06-30

Filed2026-08-04

BMEZ

BLACKROCK HEALTH SCIENCES TE

-9.43%

Shares65.7K

Event2026-06-30

Filed2026-08-04

IMO

IMPERIAL OIL LTD

New

Shares8.8K

Event2026-06-30

Filed2026-08-04

SHYM

BLACKROCK ETF TRUST II

New

Shares44.1K

Event2026-06-30

Filed2026-08-04

SFM

SPROUTS FMRS MKT INC

2.75%

Shares11.5K

Event2026-06-30

Filed2026-08-04

IYH

ISHARES TR

4.48%

Shares14.5K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

2.98%

Shares6.4K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

60.92%

Shares22.7K

Event2026-06-30

Filed2026-08-04

ICSH

ISHARES TR

New

Shares19.0K

Event2026-06-30

Filed2026-08-04

IFRA

ISHARES TR

6.82%

Shares15.2K

Event2026-06-30

Filed2026-08-04

PAVE

GLOBAL X FDS

6.03%

Shares16.2K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

18.89%

Shares2.7K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

29.08%

Shares3.5K

Event2026-06-30

Filed2026-08-04

SHOP

SHOPIFY INC

1.28%

Shares8.2K

Event2026-06-30

Filed2026-08-04

STRATEGY INC

75.13%

Shares10.8K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY

2.20%

Shares10.8K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

20.01%

Shares2.8K

Event2026-06-30

Filed2026-08-04

ETW

EATON VANCE TAX-MANAGED GLOB

-5.50%

Shares94.9K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-4.32%

Shares24.6K

Event2026-06-30

Filed2026-08-04

KHC

KRAFT HEINZ CO

New

Shares38.3K

Event2026-06-30

Filed2026-08-04

HFXI

NEW YORK LIFE INVESTMENTS ET

9.57%

Shares23.6K

Event2026-06-30

Filed2026-08-04

SIRI

SIRIUSXM HOLDINGS INC

0.22%

Shares30.3K

Event2026-06-30

Filed2026-08-04

CINF

CINCINNATI FINL CORP

4.14%

Shares4.8K

Event2026-06-30

Filed2026-08-04

SPTM

SPDR SERIES TRUST

0.00%

Shares9.7K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

15.62%

Shares2.6K

Event2026-06-30

Filed2026-08-04

PBI

PITNEY BOWES INC

-17.26%

Shares49.7K

Event2026-06-30

Filed2026-08-04

EXE

EXPAND ENERGY CORPORATION

New

Shares9.5K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

30.72%

Shares1.7K

Event2026-06-30

Filed2026-08-04

ACWX

ISHARES TR

30.97%

Shares11.3K

Event2026-06-30

Filed2026-08-04

VKI

INVESCO ADVANTAGE MUN INCOME

0.34%

Shares90.6K

Event2026-06-30

Filed2026-08-04

BTU

PEABODY ENGR CORP

New

Shares37.1K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

1.19%

Shares23.7K

Event2026-06-30

Filed2026-08-04

HONEYWELL INTL INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-04

SEA LTD

1.82%

Shares8.7K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

3.82%

Shares3.7K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

1.93%

Shares8.0K

Event2026-06-30

Filed2026-08-04

SENSATA TECHNOLOGIES HLDG PL

-6.96%

Shares17.3K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

New

Shares3.3K

Event2026-06-30

Filed2026-08-04

FDS

FACTSET RESH SYS INC

14.25%

Shares3.5K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

13.11%

Shares8.1K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-04

DIEM

FRANKLIN TEMPLETON ETF TR

21.13%

Shares18.4K

Event2026-06-30

Filed2026-08-04

LVHI

LEGG MASON ETF INVT

46.14%

Shares19.7K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

11.64%

Shares2.1K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

25.25%

Shares2.0K

Event2026-06-30

Filed2026-08-04

EQT

EQT CORP

New

Shares14.9K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

16.62%

Shares10.2K

Event2026-06-30

Filed2026-08-04

QQEW

FIRST TR EXCHANGE-TRADED FD

-0.79%

Shares4.9K

Event2026-06-30

Filed2026-08-04

CDNS

CADENCE DESIGN SYSTEM INC

-15.60%

Shares2.1K

Event2026-06-30

Filed2026-08-04

HRMY

HARMONY BIOSCIENCES HLDGS IN

4.02%

Shares21.4K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

-92.12%

Shares795

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-11.09%

Shares1.0K

Event2026-06-30

Filed2026-08-04

DFAE

DIMENSIONAL ETF TRUST

-6.34%

Shares19.0K

Event2026-06-30

Filed2026-08-04

VBK

VANGUARD INDEX FDS

14.21%

Shares2.1K

Event2026-06-30

Filed2026-08-04

ARK ETF TR

-1.67%

Shares9.3K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

357.57%

Shares6.1K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

4461.80%

Shares4.1K

Event2026-06-30

Filed2026-08-04

JMST

J P MORGAN EXCHANGE TRADED F

-4.37%

Shares14.2K

Event2026-06-30

Filed2026-08-04

ACU

ACME UTD CORP

0.89%

Shares15.1K

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

1.15%

Shares11.8K

Event2026-06-30

Filed2026-08-04

ACCO

ACCO BRANDS CORP

4.70%

Shares171.0K

Event2026-06-30

Filed2026-08-04

PRAA

PRA GROUP INC

2.57%

Shares37.5K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

-17.25%

Shares16.6K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

29.93%

Shares2.7K

Event2026-06-30

Filed2026-08-04

MOELIS & CO

9.67%

Shares10.8K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

63.27%

Shares2.8K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

62.00%

Shares4.5K

Event2026-06-30

Filed2026-08-04

PDBC

INVESCO ACTVELY MNGD ETC FD

273.79%

Shares43.5K

Event2026-06-30

Filed2026-08-04

MHH

MASTECH HLDGS INC

6.18%

Shares89.1K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

39.79%

Shares1.3K

Event2026-06-30

Filed2026-08-04

YUM

YUM BRANDS INC

23.12%

Shares4.2K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

68.72%

Shares3.7K

Event2026-06-30

Filed2026-08-04

ANIK

ANIKA THERAPEUTICS INC

-7.04%

Shares46.3K

Event2026-06-30

Filed2026-08-04

IDCC

INTERDIGITAL INC

27.58%

Shares2.4K

Event2026-06-30

Filed2026-08-04

LEA

LEAR CORP

7.02%

Shares5.0K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

11.43%

Shares11.6K

Event2026-06-30

Filed2026-08-04

BSTZ

BLACKROCK SCIENCE & TECHNOLO

-12.84%

Shares22.3K

Event2026-06-30

Filed2026-08-04

EMB

ISHARES TR

-72.12%

Shares6.9K

Event2026-06-30

Filed2026-08-04

UBER

UBER TECHNOLOGIES INC

23.45%

Shares9.2K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

New

Shares293

Event2026-06-30

Filed2026-08-04

BOEING CO

42.46%

Shares3.1K

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC

35.55%

Shares2.7K

Event2026-06-30

Filed2026-08-04

MSI

MOTOROLA SOLUTIONS INC

57.34%

Shares1.6K

Event2026-06-30

Filed2026-08-04

STM

STMICROELECTRONICS N V

New

Shares8.7K

Event2026-06-30

Filed2026-08-04

TSQ

TOWNSQUARE MEDIA INC

3.39%

Shares91.6K

Event2026-06-30

Filed2026-08-04

HEI

HEICO CORP NEW

-35.05%

Shares1.8K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

12.48%

Shares8.3K

Event2026-06-30

Filed2026-08-04

NXST

NEXSTAR MEDIA GROUP INC

17.54%

Shares3.6K

Event2026-06-30

Filed2026-08-04

GTN

GRAY MEDIA INC

13.76%

Shares160.9K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

15.94%

Shares3.7K

Event2026-06-30

Filed2026-08-04

ADP

AUTOMATIC DATA PROCESSING IN

35.56%

Shares2.8K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

2.34%

Shares4.5K

Event2026-06-30

Filed2026-08-04

SBGI

SINCLAIR INC

7.79%

Shares43.4K

Event2026-06-30

Filed2026-08-04

EMO

CLEARBRIDGE ENERGY MIDSTREAM

0.75%

Shares12.3K

Event2026-06-30

Filed2026-08-04

AT&T INC

73.44%

Shares29.6K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

60.14%

Shares5.8K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

57.20%

Shares3.0K

Event2026-06-30

Filed2026-08-04

CNX

CNX RES CORP

5.24%

Shares17.6K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

55.56%

Shares12.6K

Event2026-06-30

Filed2026-08-04

NOV

NOV INC

New

Shares32.0K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

33.20%

Shares7.5K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

46.57%

Shares2.5K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

-53.69%

Shares7.0K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

60.12%

Shares9.4K

Event2026-06-30

Filed2026-08-04

WEC

WEC ENERGY GROUP INC

26.97%

Shares4.9K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

22.06%

Shares5.2K

Event2026-06-30

Filed2026-08-04

XLP

SELECT SECTOR SPDR TR

1.49%

Shares6.8K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

New

Shares10.7K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

52.27%

Shares7.5K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

86.10%

Shares6.0K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

57.84%

Shares5.5K

Event2026-06-30

Filed2026-08-04

ORLY

OREILLY AUTOMOTIVE INC

110.54%

Shares6.0K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

62.58%

Shares6.1K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

4.34%

Shares842

Event2026-06-30

Filed2026-08-04

IXUS

ISHARES TR

New

Shares5.8K

Event2026-06-30

Filed2026-08-04

GDV

GABELLI DIVID & INCOME TR

-1.13%

Shares18.7K

Event2026-06-30

Filed2026-08-04

SPOTIFY TECHNOLOGY S A

25.97%

Shares1.2K

Event2026-06-30

Filed2026-08-04

FITB

FIFTH THIRD BANCORP

New

Shares9.8K

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

New

Shares6.8K

Event2026-06-30

Filed2026-08-04

NMCO

NUVEEN MUN CR OPPORTUNITIES

0.10%

Shares50.2K

Event2026-06-30

Filed2026-08-04

ROP

ROPER TECHNOLOGIES INC

31.51%

Shares1.6K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

88.45%

Shares522

Event2026-06-30

Filed2026-08-04

CRD.A

CRAWFORD & CO

60.84%

Shares48.1K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

VYMI

VANGUARD WHITEHALL FDS

64.79%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ARCH CAP GROUP LTD

5.10%

Shares5.5K

Event2026-06-30

Filed2026-08-04

VMC

VULCAN MATLS CO

-2.73%

Shares1.8K

Event2026-06-30

Filed2026-08-04

LFVN

LIFEVANTAGE CORP

-21.21%

Shares84.2K

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

40.37%

Shares3.8K

Event2026-06-30

Filed2026-08-04

CNXC

CONCENTRIX CORP

34.94%

Shares23.3K

Event2026-06-30

Filed2026-08-04

NDSN

NORDSON CORP

14.16%

Shares1.7K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC

54.10%

Shares2.3K

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

-76.39%

Shares4.7K

Event2026-06-30

Filed2026-08-04

TAP

MOLSON COORS BEVERAGE CO

11.81%

Shares13.1K

Event2026-06-30

Filed2026-08-04

TNGY

TORTOISE CAPITAL SERIES TRUS

0.42%

Shares52.0K

Event2026-06-30

Filed2026-08-04

NZF

NUVEEN MUN CR INCOME FD

0.28%

Shares39.5K

Event2026-06-30

Filed2026-08-04

QSR

RESTAURANT BRANDS INTL INC

4.36%

Shares6.9K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

13.26%

Shares3.0K

Event2026-06-30

Filed2026-08-04

IBDS

ISHARES TR

New

Shares20.6K

Event2026-06-30

Filed2026-08-04

PURECYCLE TECHNOLOGIES INC

-38.42%

Shares61.2K

Event2026-06-30

Filed2026-08-04

DVN

DEVON ENERGY CORP NEW

New

Shares12.0K

Event2026-06-30

Filed2026-08-04

BITW

BITWISE 10 CRYPTO INDEX ETF

New

Shares13.0K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

134.39%

Shares4.1K

Event2026-06-30

Filed2026-08-04

ALB

ALBEMARLE CORP

9.75%

Shares3.5K

Event2026-06-30

Filed2026-08-04

SAIA

SAIA INC

7.58%

Shares1.1K

Event2026-06-30

Filed2026-08-04

ODFL

OLD DOMINION FREIGHT LINE IN

40.66%

Shares2.2K

Event2026-06-30

Filed2026-08-04

INGR

INGREDION INC

24.65%

Shares4.9K

Event2026-06-30

Filed2026-08-04

THC

TENET HEALTHCARE CORP

-0.28%

Shares2.5K

Event2026-06-30

Filed2026-08-04

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares5.7K

Event2026-06-30

Filed2026-08-04

GDXJ

VANECK ETF TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-08-04

VOOG

VANGUARD ADMIRAL FDS INC

514.85%

Shares5.6K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

58.67%

Shares3.2K

Event2026-06-30

Filed2026-08-04

LHX

L3HARRIS TECHNOLOGIES INC

3.27%

Shares1.6K

Event2026-06-30

Filed2026-08-04

KMI

KINDER MORGAN INC DEL

49.65%

Shares14.3K

Event2026-06-30

Filed2026-08-04

TSN

TYSON FOODS INC

14.60%

Shares7.9K

Event2026-06-30

Filed2026-08-04

FESM

FIDELITY COVINGTON TRUST

New

Shares9.4K

Event2026-06-30

Filed2026-08-04

TTE

TOTALENERGIES SE

96.01%

Shares5.8K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

36.21%

Shares331

Event2026-06-30

Filed2026-08-04

IBDT

ISHARES TR

New

Shares17.7K

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

6.86%

Shares3.1K

Event2026-06-30

Filed2026-08-04

FVD

FIRST TR EXCHANGE-TRADED FD

0.14%

Shares9.2K

Event2026-06-30

Filed2026-08-04

MGA

MAGNA INTL INC

New

Shares6.7K

Event2026-06-30

Filed2026-08-04

CCI

CROWN CASTLE INC

12.24%

Shares5.8K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

CORTEVA INC

10.89%

Shares5.1K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

26.71%

Shares1.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

-8.00%

Shares1.8K

Event2026-06-30

Filed2026-08-04

NDAQ

NASDAQ INC

-37.54%

Shares5.4K

Event2026-06-30

Filed2026-08-04

HSY

HERSHEY CO

17.94%

Shares2.4K

Event2026-06-30

Filed2026-08-04

NGG

NATIONAL GRID PLC

New

Shares5.1K

Event2026-06-30

Filed2026-08-04

SUSB

ISHARES TR

New

Shares16.9K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

New

Shares9.5K

Event2026-06-30

Filed2026-08-04

AJG

GALLAGHER ARTHUR J & CO

29.75%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CMCSA

COMCAST CORP NEW

8.78%

Shares17.2K

Event2026-06-30

Filed2026-08-04

GRMN

GARMIN LTD

15.76%

Shares1.8K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

-18.02%

Shares3.9K

Event2026-06-30

Filed2026-08-04

APPLOVIN CORP

-7.20%

Shares812

Event2026-06-30

Filed2026-08-04

DOV

DOVER CORP

11.42%

Shares1.9K

Event2026-06-30

Filed2026-08-04

DOLLAR GEN CORP

New

Shares3.6K

Event2026-06-30

Filed2026-08-04

FBIN

FORTUNE BRANDS INNOVATIONS I

1.28%

Shares7.6K

Event2026-06-30

Filed2026-08-04

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares12.2K

Event2026-06-30

Filed2026-08-04

FMDE

FIDELITY COVINGTON TRUST

New

Shares10.2K

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

0.06%

Shares9.9K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

21.42%

Shares3.2K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares825

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

86.03%

Shares8.1K

Event2026-06-30

Filed2026-08-04

MQY

BLACKROCK MUNIYILD QULT FD I

-4.75%

Shares34.8K

Event2026-06-30

Filed2026-08-04

RKLB

ROCKET LAB CORP

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

IBN

ICICI BANK LIMITED

0.42%

Shares13.5K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

18.76%

Shares8.6K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

AFL

AFLAC INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

New

Shares4.7K

Event2026-06-30

Filed2026-08-04

TEVA

TEVA PHARMACEUTICAL INDS LTD

3.76%

Shares11.4K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

57.82%

Shares6.4K

Event2026-06-30

Filed2026-08-04

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares4.3K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

70.56%

Shares2.3K

Event2026-06-30

Filed2026-08-04

EDWARDS LIFESCIENCES CORP

52.34%

Shares4.2K

Event2026-06-30

Filed2026-08-04

BTX

BLACKROCK TECH AND PRIVATE E

-8.80%

Shares41.7K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

36.55%

Shares4.1K

Event2026-06-30

Filed2026-08-04

OMC

OMNICOM GROUP INC

42.55%

Shares5.2K

Event2026-06-30

Filed2026-08-04

PDX

PIMCO DYNAMIC INCOME STRATEG

New

Shares18.0K

Event2026-06-30

Filed2026-08-04

VFLO

VICTORY PORTFOLIOS II

-11.62%

Shares8.1K

Event2026-06-30

Filed2026-08-04

IFN

ABERDEEN INDIA FD INC

New

Shares31.6K

Event2026-06-30

Filed2026-08-04

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

RSPG

INVESCO EXCHANGE TRADED FD T

-14.69%

Shares3.7K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

41.47%

Shares2.3K

Event2026-06-30

Filed2026-08-04

NU HLDGS LTD

8.94%

Shares27.3K

Event2026-06-30

Filed2026-08-04

TSCO

TRACTOR SUPPLY CO

144.26%

Shares11.4K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

25.48%

Shares2.8K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

65.95%

Shares1.3K

Event2026-06-30

Filed2026-08-04

IYY

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

10.63%

Shares1.1K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

-94.45%

Shares1.3K

Event2026-06-30

Filed2026-08-04

LAMB WESTON HLDGS INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

New

Shares896

Event2026-06-30

Filed2026-08-04

FLTB

FIDELITY MERRIMACK STR TR

New

Shares7.0K

Event2026-06-30

Filed2026-08-04

CNQ

CANADIAN NAT RES LTD MED TER

10.74%

Shares8.8K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-04

ECL

ECOLAB INC

11.04%

Shares1.2K

Event2026-06-30

Filed2026-08-04

IOSP

INNOSPEC INC

9.44%

Shares4.2K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

12.80%

Shares3.1K

Event2026-06-30

Filed2026-08-04

HOMB

HOME BANCSHARES INC

1.21%

Shares12.0K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

12.32%

Shares15.0K

Event2026-06-30

Filed2026-08-04

GNRC

GENERAC HLDGS INC

5.42%

Shares1.2K

Event2026-06-30

Filed2026-08-04

PYPL

PAYPAL HLDGS INC

50.90%

Shares7.9K

Event2026-06-30

Filed2026-08-04

LABCORP HOLDINGS INC

14.99%

Shares1.2K

Event2026-06-30

Filed2026-08-04

FERG

FERGUSON ENTERPRISES INC

3.93%

Shares1.4K

Event2026-06-30

Filed2026-08-04

DRI

DARDEN RESTAURANTS INC

40.72%

Shares1.6K

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

34.62%

Shares2.5K

Event2026-06-30

Filed2026-08-04

CDW

CDW CORP

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

LYG

LLOYDS BANKING GROUP PLC

16.98%

Shares57.3K

Event2026-06-30

Filed2026-08-04

TC ENERGY CORP

New

Shares5.0K

Event2026-06-30

Filed2026-08-04

QUANTA SVCS INC

6.71%

Shares461

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

IRM

IRON MTN INC DEL

22.54%

Shares2.6K

Event2026-06-30

Filed2026-08-04

ARK ETF TR

New

Shares7.7K

Event2026-06-30

Filed2026-08-04

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

13.38%

Shares1.2K

Event2026-06-30

Filed2026-08-04

SPG

SIMON PPTY GROUP INC NEW

-73.92%

Shares1.4K

Event2026-06-30

Filed2026-08-04

AVSU

AMERICAN CENTY ETF TR

-0.41%

Shares3.6K

Event2026-06-30

Filed2026-08-04

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

FTXL

FIRST TR EXCHANGE TRADED FD

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

KVUE

KENVUE INC

62.16%

Shares16.6K

Event2026-06-30

Filed2026-08-04

JHMM

JOHN HANCOCK EXCHANGE TRADED

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-47.10%

Shares3.4K

Event2026-06-30

Filed2026-08-04

SPMO

INVESCO EXCH TRADED FD TR II

1.51%

Shares1.9K

Event2026-06-30

Filed2026-08-04

DOC

HEALTHPEAK PROPERTIES INC

New

Shares14.7K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO

11.54%

Shares2.1K

Event2026-06-30

Filed2026-08-04

PFF

ISHARES TR

5.15%

Shares10.2K

Event2026-06-30

Filed2026-08-04

IFF

INTERNATIONAL FLAVORS&FRAGRA

2.37%

Shares3.9K

Event2026-06-30

Filed2026-08-04

TAXX

BONDBLOXX ETF TRUST

-11.44%

Shares6.0K

Event2026-06-30

Filed2026-08-04

AES CORP

0.29%

Shares20.7K

Event2026-06-30

Filed2026-08-04

GSK PLC

New

Shares5.7K

Event2026-06-30

Filed2026-08-04

ETG

EATON VANCE TX ADV GLBL DIV

New

Shares12.5K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-92.90%

Shares387

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

JHPI

JOHN HANCOCK EXCHANGE TRADED

-34.85%

Shares12.8K

Event2026-06-30

Filed2026-08-04

JETS

ETF SER SOLUTIONS

New

Shares8.7K

Event2026-06-30

Filed2026-08-04

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares8.6K

Event2026-06-30

Filed2026-08-04

BAX

BAXTER INTL INC

New

Shares13.4K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

PPL CORP Call CallPPL CORP12.8K sharesnew addition2026-06-302026-08-04

PPL CORP Call

PPL CORP

New

Shares12.8K

Event2026-06-30

Filed2026-08-04

Put Option Holdings

No put option holdings data available