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The Analysis of Obermeyer Wealth Partners's Holdings & P&L

Currently, Obermeyer Wealth Partners holds 300 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in N/A (+122.2K shares, valued at $45.2M), VXUS (+381.9K shares, valued at $32.6M), N/A (+316.9K shares, valued at $15.8M); decreased their positions in N/A (-89.3K shares, valued at $37.1M), QUAL (-99.4K shares, valued at $21.8M), VEA (-132.7K shares, valued at $9.5M); initiated new positions in N/A (+316.9K shares, valued at $15.8M), TMUS (+27.2K shares, valued at $4.6M), N/A (+24.6K shares, valued at $2.7M).

1M P&L

-4.3M-0.21%

3M P&L

+87.2M+4.31%

HY P&L

+113.7M+5.70%

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/A675.9M

36.8%

2Semiconductors244.7M

13.3%

3Internet Content & Information142.5M

7.8%

Top Industries by Stock Count

1N/A95 stocks

37.3%

2Semiconductors10 stocks

3.9%

3Oil & Gas Midstream8 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS724.0K shares20.30%2026-06-302026-07-29

GOOG ALPHABET INC369.0K shares-1.77%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC250.5K shares-1.19%2026-06-302026-07-29

VOO VANGUARD INDEX FDS159.8K shares1.12%2026-06-302026-07-29

VXUS VANGUARD STAR FDS1.1M shares50.08%2026-06-302026-07-29

AAPL APPLE INC319.2K shares-1.54%2026-06-302026-07-29

ASML ASML HLDG NV42.4K shares-0.76%2026-06-302026-07-29

NVDA NVIDIA CORPORATION417.8K shares-1.47%2026-06-302026-07-29

Sponsored

JAAA JANUS DETROIT STR TR1.6M shares2.08%2026-06-302026-07-29

QUAL ISHARES TR356.4K shares-21.81%2026-06-302026-07-29

AMZN AMAZON COM INC319.1K shares-0.58%2026-06-302026-07-29

MSFT MICROSOFT CORP201.5K shares-0.55%2026-06-302026-07-29

TBIL RBB FD INC1.5M shares7.16%2026-06-302026-07-29

BROADCOM INC BROADCOM INC192.2K shares-0.31%2026-06-302026-07-29

URTH ISHARES INC326.3K shares-6.78%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL131.4K shares-2.17%2026-06-302026-07-29

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED116.9K shares-0.43%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION261.5K shares-0.47%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC80.0K shares1.83%2026-06-302026-07-29

QQQ INVESCO QQQ TR54.5K shares0.49%2026-06-302026-07-29

TXN TEXAS INSTRS INC112.2K shares0.49%2026-06-302026-07-29

DE DEERE & CO52.5K shares-0.33%2026-06-302026-07-29

AON AON PLC98.0K shares-0.32%2026-06-302026-07-29

HD HOME DEPOT INC85.9K shares-2.61%2026-06-302026-07-29

Sponsored

BN BROOKFIELD CORP642.5K shares3.36%2026-06-302026-07-29

MCO MOODYS CORP54.8K shares0.60%2026-06-302026-07-29

CME CME GROUP INC110.0K shares-0.07%2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS INC58.5K shares-0.56%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO69.0K shares-0.26%2026-06-302026-07-29

VGLT VANGUARD SCOTTSDALE FDS356.0K shares10.36%2026-06-302026-07-29

SAP SAP SE116.0K shares14.38%2026-06-302026-07-29

JANUS DETROIT STR TR JANUS DETROIT STR TR316.9K sharesnew addition2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T21.1K shares-3.01%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC131.7K shares-2.18%2026-06-302026-07-29

GOOGL ALPHABET INC33.8K shares-2.17%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO33.8K shares0.55%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC23.1K shares-79.43%2026-06-302026-07-29

USB US BANCORP136.2K shares15.64%2026-06-302026-07-29

VISA INC VISA INC22.8K shares-3.35%2026-06-302026-07-29

Sponsored

VEA VANGUARD TAX-MANAGED FDS108.5K shares-55.01%2026-06-302026-07-29

ISHARES TR ISHARES TR9.1K shares92.50%2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP296.7K shares3.58%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR33.9K shares-1.37%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP38.4K shares1.73%2026-06-302026-07-29

EVLN MORGAN STANLEY ETF TRUST103.6K shares-12.87%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC6.6K shares-0.17%2026-06-302026-07-29

LOW LOWES COS INC20.9K shares-1.79%2026-06-302026-07-29

Sponsored

TMUS T-MOBILE US INC27.2K sharesnew addition2026-06-302026-07-29

GLD SPDR GOLD TR11.6K shares-3.60%2026-06-302026-07-29

ETN EATON CORP PLC9.5K shares-1.20%2026-06-302026-07-29

ADI ANALOG DEVICES INC9.9K shares1.07%2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F74.2K shares32.06%2026-06-302026-07-29

VV VANGUARD INDEX FDS10.5K shares0.00%2026-06-302026-07-29

CNQ CANADIAN NAT RES LTD MED TER84.1K shares-3.01%2026-06-302026-07-29

WMT WALMART INC28.2K shares0.35%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.4K shares-1.39%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON12.2K shares-0.89%2026-06-302026-07-29

MOAT VANECK ETF TRUST29.7K shares-36.24%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS19.2K shares-0.14%2026-06-302026-07-29

GLW CORNING INC11.8K shares2.75%2026-06-302026-07-29

VOYG VOYAGER TECHNOLOGIES INC92.5K shares-0.87%2026-06-302026-07-29

IEV ISHARES TR40.7K shares1.00%2026-06-302026-07-29

SPSM SPDR SERIES TRUST51.0K shares-34.45%2026-06-302026-07-29

Sponsored

ATO ATMOS ENERGY CORP16.8K shares-3.05%2026-06-302026-07-29

CORTEVA INC CORTEVA INC34.0K shares0.00%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL12.8K shares-1.47%2026-06-302026-07-29

IWF ISHARES TR22.5K shares256.65%2026-06-302026-07-29

Q QNITY ELECTRONICS INC17.1K shares2.59%2026-06-302026-07-29

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION24.6K sharesnew addition2026-06-302026-07-29

ABBVIE INC ABBVIE INC10.8K shares-0.18%2026-06-302026-07-29

IJR ISHARES TR17.3K shares-1.90%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP9.1K shares0.00%2026-06-302026-07-29

KO COCA COLA CO29.0K shares-1.42%2026-06-302026-07-29

VBIL VANGUARD INSTL INDEX FD31.1K shares-40.44%2026-06-302026-07-29

VUG VANGUARD INDEX FDS25.7K shares497.49%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC11.6K shares0.44%2026-06-302026-07-29

CAT CATERPILLAR INC2.0K shares-3.11%2026-06-302026-07-29

SHEL SHELL PLC27.7K shares-14.98%2026-06-302026-07-29

LLY ELI LILLY & CO1.8K shares3.11%2026-06-302026-07-29

Sponsored

AXP AMERICAN EXPRESS CO6.2K shares0.26%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC3.5K shares45.59%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 402.8K shares-1.20%2026-06-302026-07-29

SOXX ISHARES TR3.0K shares0.00%2026-06-302026-07-29

PG PROCTER & GAMBLE CO12.7K shares-0.44%2026-06-302026-07-29

TJX TJX COS INC NEW12.1K shares6.34%2026-06-302026-07-29

MPLX MPLX LP32.3K shares0.00%2026-06-302026-07-29

EEM ISHARES TR25.9K shares0.00%2026-06-302026-07-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L46.7K shares3.19%2026-06-302026-07-29

VICI VICI PPTYS INC64.4K shares-0.30%2026-06-302026-07-29

PBR.A PETROLEO BRASILEIRO S A112.3K shares-4.43%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T7.7K shares-0.67%2026-06-302026-07-29

VTV VANGUARD INDEX FDS7.4K shares-1.44%2026-06-302026-07-29

TTE TOTALENERGIES SE20.5K shares1.01%2026-06-302026-07-29

RY ROYAL BK CDA7.7K shares0.96%2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC25.5K shares0.80%2026-06-302026-07-29

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-101.1K shares23.81%2026-06-302026-07-29

IWM ISHARES TR5.0K shares0.00%2026-06-302026-07-29

AER AERCAP HOLDINGS NV10.2K shares1.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC4.3K shares1.59%2026-06-302026-07-29

AMGN AMGEN INC4.0K shares-2.57%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.3K shares-7.38%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED3.8K shares-4.84%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST28.8K shares0.00%2026-06-302026-07-29

Sponsored

MCD MCDONALDS CORP4.6K shares-3.73%2026-06-302026-07-29

DHI D R HORTON INC7.6K shares-4.43%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR6.4K shares0.00%2026-06-302026-07-29

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.8K sharesnew addition2026-06-302026-07-29

PFE PFIZER INC49.3K shares74.36%2026-06-302026-07-29

EQIX EQUINIX INC1.1K shares2.44%2026-06-302026-07-29

ET ENERGY TRANSFER L P61.4K shares5.54%2026-06-302026-07-29

ABT ABBOTT LABORATORIES11.8K shares-7.76%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC8.4K shares-2.92%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC9.1K shares5.38%2026-06-302026-07-29

DIS DISNEY WALT CO11.1K shares3.20%2026-06-302026-07-29

ORACLE CORP ORACLE CORP7.0K shares2.93%2026-06-302026-07-29

RWJ INVESCO EXCH TRADED FD TR II17.1K shares-1.10%2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC1.9K shares-3.85%2026-06-302026-07-29

TSLA TESLA INC2.4K shares5.79%2026-06-302026-07-29

SMH VANECK ETF TRUST1.5K shares-9.13%2026-06-302026-07-29

Sponsored

CL COLGATE PALMOLIVE CO10.5K sharesnew addition2026-06-302026-07-29

EMR EMERSON ELEC CO6.7K shares-0.15%2026-06-302026-07-29

GE GE AEROSPACE2.5K shares15.09%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS11.9K shares0.66%2026-06-302026-07-29

RWL INVESCO EXCH TRADED FD TR II7.4K shares0.00%2026-06-302026-07-29

WFC WELLS FARGO & CO11.3K shares-10.21%2026-06-302026-07-29

CVX CHEVRON CORPORATION5.5K shares-20.80%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F15.0K shares0.13%2026-06-302026-07-29

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.7K shares5.66%2026-06-302026-07-29

IWR ISHARES TR8.0K shares0.00%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC7.5K shares-0.09%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I3.0K shares0.00%2026-06-302026-07-29

CMI CUMMINS INC1.2K shares1.08%2026-06-302026-07-29

MS MORGAN STANLEY4.0K shares6.43%2026-06-302026-07-29

VHT VANGUARD WORLD FD2.6K shares-2.49%2026-06-302026-07-29

SNDK SANDISK CORP339 shares1.50%2026-06-302026-07-29

Sponsored

COR CENCORA INC2.7K shares0.00%2026-06-302026-07-29

PEP PEPSICO INC5.6K shares-0.66%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP1.2K shares1.49%2026-06-302026-07-29

INTC INTEL CORP5.2K sharesnew addition2026-06-302026-07-29

SHY ISHARES TR8.9K shares-3.81%2026-06-302026-07-29

WELL WELLTOWER INC3.2K shares-0.09%2026-06-302026-07-29

DOW DOW HLDGS INC26.5K shares12.06%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO12.5K shares-19.42%2026-06-302026-07-29

Sponsored

BLK BLACKROCK INC744 shares-2.49%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II2.4K shares0.00%2026-06-302026-07-29

PFG PRINCIPAL FINANCIAL GROUP IN6.5K shares-0.86%2026-06-302026-07-29

IWB ISHARES TR1.7K shares0.00%2026-06-302026-07-29

IEF ISHARES TR7.4K shares-2.94%2026-06-302026-07-29

WMB WILLIAMS COS INC9.2K shares11.05%2026-06-302026-07-29

LRCX LAM RESEARCH CORP1.6K shares18.28%2026-06-302026-07-29

QUANTA SVCS INC QUANTA SVCS INC942 shares-1.88%2026-06-302026-07-29

Sponsored

SCHV SCHWAB STRATEGIC TR19.3K shares0.01%2026-06-302026-07-29

JAVA J P MORGAN EXCHANGE TRADED F8.4K shares0.00%2026-06-302026-07-29

HERD PACER FDS TR13.8K shares-0.76%2026-06-302026-07-29

VB VANGUARD INDEX FDS2.1K shares-6.26%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO1.9K shares36.50%2026-06-302026-07-29

MUB ISHARES TR5.8K shares-5.74%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC14.7K shares-4.22%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-16.38%2026-06-302026-07-29

Sponsored

S&P GLOBAL INC S&P GLOBAL INC1.5K shares-0.60%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC3.2K shares-0.40%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR18.3K shares-21.43%2026-06-302026-07-29

NN NEXTNAV INC32.3K shares-0.92%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR10.8K shares0.00%2026-06-302026-07-29

GRBK GREEN BRICK PARTNERS INC7.0K shares0.00%2026-06-302026-07-29

PSX PHILLIPS 663.2K shares-0.98%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR16.0K shares0.00%2026-06-302026-07-29

Sponsored

VXF VANGUARD INDEX FDS2.2K shares-4.10%2026-06-302026-07-29

XAR SPDR SERIES TRUST1.9K shares0.00%2026-06-302026-07-29

ALL ALLSTATE CORP2.2K shares-1.68%2026-06-302026-07-29

SBUX STARBUCKS CORP5.0K shares28.60%2026-06-302026-07-29

IEI ISHARES TR4.3K shares-2.81%2026-06-302026-07-29

DVY ISHARES TR3.2K shares0.00%2026-06-302026-07-29

TROW PRICE T ROWE GROUP INC4.3K shares0.00%2026-06-302026-07-29

IXUS ISHARES TR5.1K shares0.00%2026-06-302026-07-29

Sponsored

DGRO ISHARES TR6.3K shares-4.32%2026-06-302026-07-29

RACE FERRARI N V1.3K shares-16.93%2026-06-302026-07-29

HSY HERSHEY CO2.6K shares-0.94%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC7.9K shares0.00%2026-06-302026-07-29

IWD ISHARES TR1.9K shares-37.05%2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST12.3K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR4.7K shares-49.67%2026-06-302026-07-29

SRE SEMPRA4.8K shares47.94%2026-06-302026-07-29

Sponsored

KKR KKR & CO INC4.8K shares-10.92%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP859 shares0.00%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.6.1K shares0.03%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-07-29

SDY SPDR SERIES TRUST2.8K shares0.00%2026-06-302026-07-29

PIPR PIPER SANDLER COMPANIES5.9K shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-29

BND VANGUARD BD INDEX FDS5.8K shares-0.79%2026-06-302026-07-29

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2026-06-302026-07-29

VGT VANGUARD WORLD FD3.5K shares700.00%2026-06-302026-07-29

GWW WW GRAINGER INC306 shares0.00%2026-06-302026-07-29

NLY ANNALY CAPITAL MANAGEMENT IN18.4K shares-4.98%2026-06-302026-07-29

BAC BANK OF AMER CORP7.2K shares24.01%2026-06-302026-07-29

SNPS SYNOPSYS INC922 shares20.05%2026-06-302026-07-29

STIP ISHARES TR4.0K shares-7.05%2026-06-302026-07-29

Sponsored

NVR NVR INC60 shares-38.14%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS4.9K shares-0.62%2026-06-302026-07-29

CP CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2026-06-302026-07-29

ICLN ISHARES TR19.8K shares-2.05%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC4.6K shares-9.18%2026-06-302026-07-29

GEV GE VERNOVA INC341 shares30.65%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO1.7K shares0.00%2026-06-302026-07-29

XEL XCEL ENERGY INC4.8K shares-1.64%2026-06-302026-07-29

Sponsored

TEL TE CONNECTIVITY PLC1.9K shares0.00%2026-06-302026-07-29

IAU ISHARES GOLD TR5.1K shares-61.02%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-06-302026-07-29

EFA ISHARES TR3.6K shares0.00%2026-06-302026-07-29

IJH ISHARES TR4.8K shares0.00%2026-06-302026-07-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.1K shares-85.15%2026-06-302026-07-29

MO ALTRIA GROUP INC5.2K shares0.00%2026-06-302026-07-29

ESGV VANGUARD WORLD FD2.8K shares0.00%2026-06-302026-07-29

Sponsored

VLO VALERO ENERGY CORP1.4K shares0.00%2026-06-302026-07-29

GILD GILEAD SCIENCES INC2.9K shares-1.66%2026-06-302026-07-29

BNL BROADSTONE NET LEASE INC17.6K shares0.00%2026-06-302026-07-29

SPGP INVESCO EXCHANGE TRADED FD T3.0K shares-6.54%2026-06-302026-07-29

MSGS MADISON SQUARE GRDN SPRT COR897 shares0.00%2026-06-302026-07-29

ARM ARM HOLDINGS PLC1.0K sharesnew addition2026-06-302026-07-29

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST4.8K sharesnew addition2026-06-302026-07-29

TGT TARGET CORP2.7K shares-4.92%2026-06-302026-07-29

Sponsored

C CITIGROUP INC2.5K shares0.00%2026-06-302026-07-29

WES WESTERN MIDSTREAM PARTNERS L8.0K shares0.00%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-07-29

SCHC SCHWAB STRATEGIC TR7.2K shares0.00%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP980 shares-11.31%2026-06-302026-07-29

USMV ISHARES TR3.6K shares-7.89%2026-06-302026-07-29

CI THE CIGNA GROUP1.2K shares-8.11%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL10.4K shares4.40%2026-06-302026-07-29

Sponsored

IGSB ISHARES TR6.3K shares-2.36%2026-06-302026-07-29

SHOP SHOPIFY INC2.9K shares-0.10%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC652 shares-6.19%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR9.0K shares20.14%2026-06-302026-07-29

DLN WISDOMTREE TR3.3K shares0.00%2026-06-302026-07-29

SLV ISHARES SILVER TR5.9K shares-22.14%2026-06-302026-07-29

DLR DIGITAL RLTY TR INC1.8K shares-1.41%2026-06-302026-07-29

OKE ONEOK INC NEW3.6K shares37.24%2026-06-302026-07-29

Sponsored

PGR PROGRESSIVE CORP1.4K shares11.99%2026-06-302026-07-29

LIN LINDE PLC601 shares1.52%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND596 shares0.00%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC3.1K shares39.32%2026-06-302026-07-29

SHLD GLOBAL X FDS5.1K shares0.00%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC910 shares-11.91%2026-06-302026-07-29

GM GENERAL MTRS CO3.9K shares11.25%2026-06-302026-07-29

PBR PETROLEO BRASILEIRO S A18.4K shares0.00%2026-06-302026-07-29

Sponsored

MERITAGE HOMES CORP MERITAGE HOMES CORP3.5K shares-4.32%2026-06-302026-07-29

ALPS ETF TR ALPS ETF TR5.7K shares-7.50%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC252 sharesnew addition2026-06-302026-07-29

AWK AMERICAN WTR WKS CO INC NEW2.2K shares0.00%2026-06-302026-07-29

EFV ISHARES TR3.8K shares0.00%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP3.1K shares0.49%2026-06-302026-07-29

NUE NUCOR CORP1.3K shares0.00%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR9.6K shares0.00%2026-06-302026-07-29

Sponsored

ADM ARCHER DANIELS MIDLAND CO3.6K shares0.00%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC3.5K shares-14.89%2026-06-302026-07-29

FNV FRANCO NEV CORP1.3K shares31.03%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares26.41%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC1.0K shares4.38%2026-06-302026-07-29

KR KROGER CO4.8K shares0.00%2026-06-302026-07-29

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-29

VO VANGUARD INDEX FDS3.3K shares300.00%2026-06-302026-07-29

Sponsored

VBR VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-29

DOV DOVER CORP1.2K shares0.00%2026-06-302026-07-29

ADOBE INC ADOBE INC1.3K shares-5.51%2026-06-302026-07-29

QCOM QUALCOMM INC1.4K sharesnew addition2026-06-302026-07-29

IEMG ISHARES INC3.1K shares-45.35%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP2.3K shares-5.72%2026-06-302026-07-29

CBRE CBRE GROUP INC1.9K shares-19.21%2026-06-302026-07-29

ANET ARISTA NETWORKS INC1.5K sharesnew addition2026-06-302026-07-29

Sponsored

VSEC VSE CORP1.1K shares0.00%2026-06-302026-07-29

ETR ENTERGY CORP NEW2.2K shares12.93%2026-06-302026-07-29

SPHR SPHERE ENTERTAINMENT CO1.4K sharesnew addition2026-06-302026-07-29

FTEC FIDELITY COVINGTON TRUST866 sharesnew addition2026-06-302026-07-29

VBK VANGUARD INDEX FDS672 shares0.00%2026-06-302026-07-29

YUM YUM BRANDS INC1.5K shares2.48%2026-06-302026-07-29

BX BLACKSTONE INC2.0K shares-34.53%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-07-29

Sponsored

VOE VANGUARD INDEX FDS1.2K sharesnew addition2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares10.23%2026-06-302026-07-29

ITB ISHARES TR2.2K sharesnew addition2026-06-302026-07-29

SPHY SPDR SERIES TRUST9.8K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR2.3K shares-5.72%2026-06-302026-07-29

PAA PLAINS ALL AMERN PIPELINE L10.0K shares0.00%2026-06-302026-07-29

DOCU DOCUSIGN INC5.0K shares0.00%2026-06-302026-07-29

IWO ISHARES TR563 shares-12.17%2026-06-302026-07-29

Sponsored

ISRG INTUITIVE SURGICAL INC553 shares10.38%2026-06-302026-07-29

BAC-PL BANK OF AMER CORP172 shares0.00%2026-06-302026-07-29

CASY CASEYS GEN STORES INC271 sharesnew addition2026-06-302026-07-29

CSX CSX CORP4.4K sharesnew addition2026-06-302026-07-29

FDX FEDEX CORP662 shares4.42%2026-06-302026-07-29

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO2.1K shares0.00%2026-06-302026-07-29

CM CANADIAN IMPERIAL BANK OF CO1.8K sharesnew addition2026-06-302026-07-29

Sponsored

NVCR NOVOCURE LTD12.6K shares0.00%2026-06-302026-07-29

PLUG PLUG PWR INC30.0K shares0.00%2026-06-302026-07-29

OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2026-06-302026-07-29

LUCD LUCID DIAGNOSTICS INC13.0K shares0.00%2026-06-302026-07-29

VANGUARD INDEX FDS

20.30%

Shares724.0K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-1.77%

Shares369.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.19%

Shares250.5K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

1.12%

Shares159.8K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

50.08%

Shares1.1M

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.54%

Shares319.2K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-0.76%

Shares42.4K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-1.47%

Shares417.8K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

2.08%

Shares1.6M

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-21.81%

Shares356.4K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-0.58%

Shares319.1K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-0.55%

Shares201.5K

Event2026-06-30

Filed2026-07-29

TBIL

RBB FD INC

7.16%

Shares1.5M

Event2026-06-30

Filed2026-07-29

BROADCOM INC

-0.31%

Shares192.2K

Event2026-06-30

Filed2026-07-29

URTH

ISHARES INC

-6.78%

Shares326.3K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.17%

Shares131.4K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-0.43%

Shares116.9K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-0.47%

Shares261.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

1.83%

Shares80.0K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.49%

Shares54.5K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

0.49%

Shares112.2K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-0.33%

Shares52.5K

Event2026-06-30

Filed2026-07-29

AON

AON PLC

-0.32%

Shares98.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-2.61%

Shares85.9K

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

3.36%

Shares642.5K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

0.60%

Shares54.8K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-0.07%

Shares110.0K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

-0.56%

Shares58.5K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

-0.26%

Shares69.0K

Event2026-06-30

Filed2026-07-29

VGLT

VANGUARD SCOTTSDALE FDS

10.36%

Shares356.0K

Event2026-06-30

Filed2026-07-29

SAP

SAP SE

14.38%

Shares116.0K

Event2026-06-30

Filed2026-07-29

JANUS DETROIT STR TR

New

Shares316.9K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-3.01%

Shares21.1K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-2.18%

Shares131.7K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-2.17%

Shares33.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.55%

Shares33.8K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-79.43%

Shares23.1K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

15.64%

Shares136.2K

Event2026-06-30

Filed2026-07-29

VISA INC

-3.35%

Shares22.8K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-55.01%

Shares108.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

92.50%

Shares9.1K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

3.58%

Shares296.7K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

-1.37%

Shares33.9K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

1.73%

Shares38.4K

Event2026-06-30

Filed2026-07-29

EVLN

MORGAN STANLEY ETF TRUST

-12.87%

Shares103.6K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

-0.17%

Shares6.6K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-1.79%

Shares20.9K

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

New

Shares27.2K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-3.60%

Shares11.6K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-1.20%

Shares9.5K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

1.07%

Shares9.9K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

32.06%

Shares74.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

CNQ

CANADIAN NAT RES LTD MED TER

-3.01%

Shares84.1K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.35%

Shares28.2K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-1.39%

Shares3.4K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-0.89%

Shares12.2K

Event2026-06-30

Filed2026-07-29

MOAT

VANECK ETF TRUST

-36.24%

Shares29.7K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-0.14%

Shares19.2K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

2.75%

Shares11.8K

Event2026-06-30

Filed2026-07-29

VOYG

VOYAGER TECHNOLOGIES INC

-0.87%

Shares92.5K

Event2026-06-30

Filed2026-07-29

IEV

ISHARES TR

1.00%

Shares40.7K

Event2026-06-30

Filed2026-07-29

SPSM

SPDR SERIES TRUST

-34.45%

Shares51.0K

Event2026-06-30

Filed2026-07-29

ATO

ATMOS ENERGY CORP

-3.05%

Shares16.8K

Event2026-06-30

Filed2026-07-29

CORTEVA INC

0.00%

Shares34.0K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-1.47%

Shares12.8K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

256.65%

Shares22.5K

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

2.59%

Shares17.1K

Event2026-06-30

Filed2026-07-29

ARES MANAGEMENT CORPORATION

New

Shares24.6K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-0.18%

Shares10.8K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-1.90%

Shares17.3K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-1.42%

Shares29.0K

Event2026-06-30

Filed2026-07-29

VBIL

VANGUARD INSTL INDEX FD

-40.44%

Shares31.1K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

497.49%

Shares25.7K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

0.44%

Shares11.6K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-3.11%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

-14.98%

Shares27.7K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

3.11%

Shares1.8K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.26%

Shares6.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

45.59%

Shares3.5K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

-1.20%

Shares2.8K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-0.44%

Shares12.7K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

6.34%

Shares12.1K

Event2026-06-30

Filed2026-07-29

MPLX

MPLX LP

0.00%

Shares32.3K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

3.19%

Shares46.7K

Event2026-06-30

Filed2026-07-29

VICI

VICI PPTYS INC

-0.30%

Shares64.4K

Event2026-06-30

Filed2026-07-29

PBR.A

PETROLEO BRASILEIRO S A

-4.43%

Shares112.3K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

-0.67%

Shares7.7K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-1.44%

Shares7.4K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

1.01%

Shares20.5K

Event2026-06-30

Filed2026-07-29

ROYAL BK CDA

0.96%

Shares7.7K

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC

0.80%

Shares25.5K

Event2026-06-30

Filed2026-07-29

ETV

EATON VANCE TAX-MANAGED BUY-

23.81%

Shares101.1K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

AER

AERCAP HOLDINGS NV

1.00%

Shares10.2K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

1.59%

Shares4.3K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-2.57%

Shares4.0K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

-7.38%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-4.84%

Shares3.8K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-3.73%

Shares4.6K

Event2026-06-30

Filed2026-07-29

DHI

D R HORTON INC

-4.43%

Shares7.6K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

DUPONT DE NEMOURS INC

New

Shares8.8K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

74.36%

Shares49.3K

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

2.44%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

5.54%

Shares61.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-7.76%

Shares11.8K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-2.92%

Shares8.4K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

5.38%

Shares9.1K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

3.20%

Shares11.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

2.93%

Shares7.0K

Event2026-06-30

Filed2026-07-29

RWJ

INVESCO EXCH TRADED FD TR II

-1.10%

Shares17.1K

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

-3.85%

Shares1.9K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

5.79%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-9.13%

Shares1.5K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

New

Shares10.5K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-0.15%

Shares6.7K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

15.09%

Shares2.5K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

0.66%

Shares11.9K

Event2026-06-30

Filed2026-07-29

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-10.21%

Shares11.3K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-20.80%

Shares5.5K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

0.13%

Shares15.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

5.66%

Shares3.7K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

-0.09%

Shares7.5K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

1.08%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

6.43%

Shares4.0K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-2.49%

Shares2.6K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

1.50%

Shares339

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.66%

Shares5.6K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

1.49%

Shares1.2K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares5.2K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

-3.81%

Shares8.9K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

-0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-29

DOW

DOW HLDGS INC

12.06%

Shares26.5K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-19.42%

Shares12.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

-2.49%

Shares744

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.86%

Shares6.5K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

-2.94%

Shares7.4K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

11.05%

Shares9.2K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

18.28%

Shares1.6K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

-1.88%

Shares942

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

0.01%

Shares19.3K

Event2026-06-30

Filed2026-07-29

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-29

HERD

PACER FDS TR

-0.76%

Shares13.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-6.26%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

36.50%

Shares1.9K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-5.74%

Shares5.8K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-4.22%

Shares14.7K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-16.38%

Shares2.2K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-0.60%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-0.40%

Shares3.2K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-21.43%

Shares18.3K

Event2026-06-30

Filed2026-07-29

NEXTNAV INC

-0.92%

Shares32.3K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-29

GRBK

GREEN BRICK PARTNERS INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-0.98%

Shares3.2K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

-4.10%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

-1.68%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

28.60%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IEI

ISHARES TR

-2.81%

Shares4.3K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-4.32%

Shares6.3K

Event2026-06-30

Filed2026-07-29

RACE

FERRARI N V

-16.93%

Shares1.3K

Event2026-06-30

Filed2026-07-29

HSY

HERSHEY CO

-0.94%

Shares2.6K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-37.05%

Shares1.9K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-49.67%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA

47.94%

Shares4.8K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

-10.92%

Shares4.8K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares859

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

0.03%

Shares6.1K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

PIPR

PIPER SANDLER COMPANIES

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-0.79%

Shares5.8K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

700.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

0.00%

Shares306

Event2026-06-30

Filed2026-07-29

NLY

ANNALY CAPITAL MANAGEMENT IN

-4.98%

Shares18.4K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

24.01%

Shares7.2K

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

20.05%

Shares922

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR

-7.05%

Shares4.0K

Event2026-06-30

Filed2026-07-29

NVR

NVR INC

-38.14%

Shares60

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

-0.62%

Shares4.9K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ICLN

ISHARES TR

-2.05%

Shares19.8K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-9.18%

Shares4.6K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

30.65%

Shares341

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

XEL

XCEL ENERGY INC

-1.64%

Shares4.8K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-61.02%

Shares5.1K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT INC

-85.15%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-1.66%

Shares2.9K

Event2026-06-30

Filed2026-07-29

BNL

BROADSTONE NET LEASE INC

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-29

SPGP

INVESCO EXCHANGE TRADED FD T

-6.54%

Shares3.0K

Event2026-06-30

Filed2026-07-29

MSGS

MADISON SQUARE GRDN SPRT COR

0.00%

Shares897

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ROUNDHILL ETF TRUST

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

-4.92%

Shares2.7K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

-11.31%

Shares980

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-7.89%

Shares3.6K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

-8.11%

Shares1.2K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

4.40%

Shares10.4K

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR

-2.36%

Shares6.3K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

-0.10%

Shares2.9K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-6.19%

Shares652

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

20.14%

Shares9.0K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

-22.14%

Shares5.9K

Event2026-06-30

Filed2026-07-29

DLR

DIGITAL RLTY TR INC

-1.41%

Shares1.8K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

37.24%

Shares3.6K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

11.99%

Shares1.4K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

1.52%

Shares601

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares596

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

39.32%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-11.91%

Shares910

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

11.25%

Shares3.9K

Event2026-06-30

Filed2026-07-29

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-29

MERITAGE HOMES CORP

-4.32%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ALPS ETF TR

-7.50%

Shares5.7K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

New

Shares252

Event2026-06-30

Filed2026-07-29

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

0.49%

Shares3.1K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-29

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-14.89%

Shares3.5K

Event2026-06-30

Filed2026-07-29

FNV

FRANCO NEV CORP

31.03%

Shares1.3K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

26.41%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

4.38%

Shares1.0K

Event2026-06-30

Filed2026-07-29

KROGER CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

AGILENT TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

300.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

DOV

DOVER CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ADOBE INC

-5.51%

Shares1.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-45.35%

Shares3.1K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

-5.72%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CBRE

CBRE GROUP INC

-19.21%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

VSEC

VSE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW

12.93%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SPHR

SPHERE ENTERTAINMENT CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY COVINGTON TRUST

New

Shares866

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

0.00%

Shares672

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

2.48%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-34.53%

Shares2.0K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

10.23%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ITB

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

SPHY

SPDR SERIES TRUST

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-5.72%

Shares2.3K

Event2026-06-30

Filed2026-07-29

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

DOCU

DOCUSIGN INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-12.17%

Shares563

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

10.38%

Shares553

Event2026-06-30

Filed2026-07-29

BAC-PL

BANK OF AMER CORP

0.00%

Shares172

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC

New

Shares271

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

4.42%

Shares662

Event2026-06-30

Filed2026-07-29

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CANADIAN IMPERIAL BANK OF CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

NVCR

NOVOCURE LTD

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-29

PLUG

PLUG PWR INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

OGCP

EMPIRE ST RLTY OP L P

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-29

LUCD

LUCID DIAGNOSTICS INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

NN Call CallNEXTNAV INC49.5K shares200.00%2026-06-302026-07-29

NN Call

NEXTNAV INC

200.00%

Shares49.5K

Event2026-06-30

Filed2026-07-29

Put Option Holdings

USB Put PutUS BANCORP7.3K sharesnew addition2026-06-302026-07-29

USB Put

US BANCORP

New

Shares7.3K

Event2026-06-30

Filed2026-07-29