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The Analysis of Simplicity Wealth,LLC's Holdings & P&L

Currently, Simplicity Wealth,LLC holds 1022 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in AAPL (+89.9K shares, valued at $26.0M), CAT (+23.6K shares, valued at $25.1M), GOOGL (+68.3K shares, valued at $24.4M); decreased their positions in ALAB (-9.0K shares, valued at $4.3M), BND (-51.5K shares, valued at $3.8M), QUAL (-16.8K shares, valued at $3.7M); initiated new positions in SCEC (+639.1K shares, valued at $16.0M), SCHM (+348.0K shares, valued at $12.8M), SBND (+521.5K shares, valued at $9.8M).

1M P&L

-3.6M-0.14%

3M P&L

+31.3M+1.26%

HY P&L

+51.1M+2.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.7B

67.4%

2Semiconductors100.7M

3.9%

3Consumer Electronics57.1M

2.2%

Top Industries by Stock Count

1N/A498 stocks

53.4%

2Banks - Regional16 stocks

1.7%

3Semiconductors14 stocks

1.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR702.2K shares1.80%2026-06-302026-08-06

AVDE AMERICAN CENTY ETF TR795.7K shares22.83%2026-06-302026-08-06

VOO VANGUARD INDEX FDS102.8K shares6.21%2026-06-302026-08-06

AAPL APPLE INC197.2K shares83.72%2026-06-302026-08-06

NVDA NVIDIA CORPORATION276.9K shares52.07%2026-06-302026-08-06

ISHARES TR ISHARES TR73.3K shares38.95%2026-06-302026-08-06

AVIG AMERICAN CENTY ETF TR1.3M shares5.90%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST461.0K shares11.19%2026-06-302026-08-06

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GOOGL ALPHABET INC109.0K shares167.96%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR358.3K shares25.86%2026-06-302026-08-06

AVSF AMERICAN CENTY ETF TR741.5K shares1.34%2026-06-302026-08-06

AVLC AMERICAN CENTY ETF TR380.4K shares2.41%2026-06-302026-08-06

MSFT MICROSOFT CORP85.8K shares61.12%2026-06-302026-08-06

CAT CATERPILLAR INC27.6K shares578.09%2026-06-302026-08-06

BROADCOM INC BROADCOM INC72.4K shares97.91%2026-06-302026-08-06

AMZN AMAZON COM INC111.5K shares56.44%2026-06-302026-08-06

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TLT ISHARES TR287.2K shares1.50%2026-06-302026-08-06

SCNM STERLING CAP FDS973.7K shares2729.39%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS479.8K shares90.83%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION24.4K shares161.99%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST487.7K shares9.70%2026-06-302026-08-06

TSLA TESLA INC51.1K shares77.71%2026-06-302026-08-06

WMT WALMART INC184.1K shares271.97%2026-06-302026-08-06

SPYG SPDR SERIES TRUST173.1K shares569.72%2026-06-302026-08-06

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ABBVIE INC ABBVIE INC81.7K shares90.67%2026-06-302026-08-06

IEMG ISHARES INC244.7K shares-7.19%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST290.9K shares128.98%2026-06-302026-08-06

IWY ISHARES TR65.8K shares2.65%2026-06-302026-08-06

IUSB ISHARES TR400.2K shares46.05%2026-06-302026-08-06

SPYV SPDR SERIES TRUST301.9K shares534.81%2026-06-302026-08-06

QQQ INVESCO QQQ TR24.7K shares164.86%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR142.1K shares7.80%2026-06-302026-08-06

Sponsored

RTX CORPORATION RTX CORPORATION93.1K shares351.87%2026-06-302026-08-06

JHML JOHN HANCOCK EXCHANGE TRADED195.1K shares15.87%2026-06-302026-08-06

GOOG ALPHABET INC47.8K shares45.78%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR498.3K shares27.25%2026-06-302026-08-06

AVSC AMERICAN CENTY ETF TR224.3K shares2.91%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC16.1K shares634.94%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO49.2K shares38.93%2026-06-302026-08-06

JHMD JOHN HANCOCK EXCHANGE TRADED361.7K shares14.21%2026-06-302026-08-06

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SCEC CAPITOL SER TR639.1K sharesnew addition2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR83.1K shares156.03%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC26.7K shares-18.69%2026-06-302026-08-06

DFSB DIMENSIONAL ETF TRUST290.1K shares15.13%2026-06-302026-08-06

DFSU DIMENSIONAL ETF TRUST319.7K shares7.57%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC25.6K shares32.76%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T20.1K shares208.25%2026-06-302026-08-06

SPAB SPDR SERIES TRUST546.0K shares2.84%2026-06-302026-08-06

Sponsored

CVX CHEVRON CORPORATION82.2K shares181.82%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS86.1K shares35.34%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON53.2K shares69.67%2026-06-302026-08-06

LRCX LAM RESEARCH CORP31.2K shares-1.23%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC31.7K shares156.68%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE266.9K shares539.95%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR348.0K sharesnew addition2026-06-302026-08-06

AXP AMERICAN EXPRESS CO37.5K shares1625.56%2026-06-302026-08-06

Sponsored

VZ VERIZON COMMUNICATIONS INC296.3K shares258.69%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP90.7K shares80.79%2026-06-302026-08-06

IWX ISHARES TR116.6K shares7.66%2026-06-302026-08-06

IVW ISHARES TR88.9K shares24.79%2026-06-302026-08-06

LLY ELI LILLY & CO9.7K shares26.31%2026-06-302026-08-06

SPG SIMON PPTY GROUP INC NEW52.0K shares2197.26%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC95.8K shares39.13%2026-06-302026-08-06

C CITIGROUP INC86.1K shares856.24%2026-06-302026-08-06

Sponsored

EFG ISHARES TR86.6K shares8.71%2026-06-302026-08-06

JBND J P MORGAN EXCHANGE TRADED F195.0K shares2892.96%2026-06-302026-08-06

QFLR INNOVATOR ETFS TRUST277.1K shares-1.01%2026-06-302026-08-06

SBND COLUMBIA ETF TR I521.5K sharesnew addition2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS185.8K shares48.23%2026-06-302026-08-06

EFV ISHARES TR125.3K shares-24.31%2026-06-302026-08-06

BUFD FIRST TR EXCHNG TRADED FD VI319.5K shares0.01%2026-06-302026-08-06

PG PROCTER & GAMBLE CO64.3K shares21.78%2026-06-302026-08-06

Sponsored

IVE ISHARES TR41.2K shares2.65%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC8.1K shares62.81%2026-06-302026-08-06

HAL HALLIBURTON CO260.7K shares4715.29%2026-06-302026-08-06

MUB ISHARES TR80.7K shares-0.66%2026-06-302026-08-06

USIG ISHARES TR169.1K shares5.76%2026-06-302026-08-06

IDEV ISHARES TR97.1K shares-5.32%2026-06-302026-08-06

VISA INC VISA INC24.9K shares27.99%2026-06-302026-08-06

ISHARES TR ISHARES TR86.2K shares62.38%2026-06-302026-08-06

Sponsored

XLF SELECT SECTOR SPDR TR157.5K shares126.58%2026-06-302026-08-06

AGEM ABRDN FDS170.1K shares-7.17%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS29.7K shares69.32%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL16.5K shares21.91%2026-06-302026-08-06

CAIE CALAMOS ETF TR303.6K shares1023.75%2026-06-302026-08-06

IDMO INVESCO EXCH TRADED FD TR II135.2K sharesnew addition2026-06-302026-08-06

DE DEERE & CO12.8K shares520.61%2026-06-302026-08-06

VFLO VICTORY PORTFOLIOS II176.4K sharesnew addition2026-06-302026-08-06

Sponsored

WLTG ETF OPPORTUNITIES TRUST210.9K shares6.73%2026-06-302026-08-06

TJX TJX COS INC NEW50.0K shares970.71%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.104.3K shares71.49%2026-06-302026-08-06

ORACLE CORP ORACLE CORP50.5K shares71.51%2026-06-302026-08-06

JHMM JOHN HANCOCK EXCHANGE TRADED98.8K shares13.41%2026-06-302026-08-06

SDVY FIRST TR EXCHANGE TRADED FD168.9K shares17.20%2026-06-302026-08-06

UITB VICTORY PORTFOLIOS II155.0K sharesnew addition2026-06-302026-08-06

FTSM FIRST TR EXCHANGE-TRADED FD119.6K shares-5.21%2026-06-302026-08-06

Sponsored

VWOB VANGUARD WHITEHALL FDS105.7K shares65.50%2026-06-302026-08-06

IJR ISHARES TR46.8K shares29.32%2026-06-302026-08-06

KO COCA COLA CO84.5K shares21.92%2026-06-302026-08-06

JHEM JOHN HANCOCK EXCHANGE TRADED170.5K shares7.53%2026-06-302026-08-06

MRK MERCK & CO INC53.3K shares20.36%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR66.2K shares4.00%2026-06-302026-08-06

AVDS AMERICAN CENTY ETF TR89.3K shares4.30%2026-06-302026-08-06

SPSB SPDR SERIES TRUST222.1K shares2614.92%2026-06-302026-08-06

Sponsored

GOVT ISHARES TR287.7K shares19.83%2026-06-302026-08-06

SPHY SPDR SERIES TRUST278.8K shares786.85%2026-06-302026-08-06

HD HOME DEPOT INC18.3K shares10.20%2026-06-302026-08-06

SRLN SSGA ACTIVE ETF TR159.2K shares173.46%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP17.9K shares989.97%2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI170.5K shares55.84%2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST112.7K shares-0.29%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS105.2K shares66.91%2026-06-302026-08-06

Sponsored

IWS ISHARES TR36.7K shares-4.96%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS72.6K shares746.92%2026-06-302026-08-06

BAC BANK OF AMER CORP104.7K shares10.32%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC49.9K shares79.29%2026-06-302026-08-06

IWF ISHARES TR46.6K shares376.26%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F68.0K shares2.81%2026-06-302026-08-06

MBB ISHARES TR59.9K shares23.14%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR154.3K shares860.19%2026-06-302026-08-06

Sponsored

XLV SELECT SECTOR SPDR TR35.1K shares148.52%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST116.4K shares7.52%2026-06-302026-08-06

AVRE AMERICAN CENTY ETF TR116.7K shares4.52%2026-06-302026-08-06

BIL SPDR SERIES TRUST59.1K shares-33.21%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST102.7K shares-1.35%2026-06-302026-08-06

TPR TAPESTRY INC36.8K sharesnew addition2026-06-302026-08-06

FNDE SCHWAB STRATEGIC TR134.2K shares-5.46%2026-06-302026-08-06

WFC WELLS FARGO & CO64.1K shares20.88%2026-06-302026-08-06

Sponsored

APPLIED MATLS INC APPLIED MATLS INC7.1K shares40.77%2026-06-302026-08-06

SPTL SPDR SERIES TRUST196.2K shares61.32%2026-06-302026-08-06

JHCR JOHN HANCOCK EXCHANGE TRADED203.7K sharesnew addition2026-06-302026-08-06

VMBS VANGUARD SCOTTSDALE FDS108.2K shares-2.76%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS98.5K shares31.19%2026-06-302026-08-06

DCOR DIMENSIONAL ETF TRUST59.8K shares239.22%2026-06-302026-08-06

AVES AMERICAN CENTY ETF TR74.2K shares3.64%2026-06-302026-08-06

DDWM WISDOMTREE TR105.4K shares19.61%2026-06-302026-08-06

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED9.4K shares19.26%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST127.2K shares56.80%2026-06-302026-08-06

DGX QUEST DIAGNOSTICS INC22.2K sharesnew addition2026-06-302026-08-06

IWD ISHARES TR19.3K shares20.09%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC9.3K shares77.06%2026-06-302026-08-06

BKLN INVESCO EXCH TRADED FD TR II218.1K shares-28.12%2026-06-302026-08-06

MCD MCDONALDS CORP16.4K shares30.05%2026-06-302026-08-06

SPSM SPDR SERIES TRUST76.5K shares41.30%2026-06-302026-08-06

Sponsored

VTV VANGUARD INDEX FDS20.2K shares19.04%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR96.9K shares118.75%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP13.8K sharesnew addition2026-06-302026-08-06

IDV ISHARES TR104.8K shares53.80%2026-06-302026-08-06

CORO BLACKROCK ETF TRUST117.9K shares763.96%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR94.4K shares19.63%2026-06-302026-08-06

GTO INVESCO ACTIVELY MANAGED EXC89.9K shares96.23%2026-06-302026-08-06

ARM ARM HOLDINGS PLC11.9K shares226.19%2026-06-302026-08-06

Sponsored

DFEM DIMENSIONAL ETF TRUST103.6K shares13.89%2026-06-302026-08-06

VUG VANGUARD INDEX FDS48.3K shares821.63%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO43.3K shares408.84%2026-06-302026-08-06

GOVI INVESCO EXCH TRADED FD TR II151.7K shares1597.11%2026-06-302026-08-06

DIS DISNEY WALT CO42.5K shares25.97%2026-06-302026-08-06

XLC SELECT SECTOR SPDR TR38.2K shares38.56%2026-06-302026-08-06

FTLS FIRST TR EXCH TRADED FD III55.3K shares29.64%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS68.9K shares-10.90%2026-06-302026-08-06

Sponsored

MTUM ISHARES TR11.9K shares-8.29%2026-06-302026-08-06

SPMD SPDR SERIES TRUST59.6K shares10.41%2026-06-302026-08-06

VLO VALERO ENERGY CORP15.4K shares984.85%2026-06-302026-08-06

TLH ISHARES TR39.8K shares1.61%2026-06-302026-08-06

IEF ISHARES TR42.0K shares55.20%2026-06-302026-08-06

WWJD NORTHERN LTS FD TR IV104.0K shares664.67%2026-06-302026-08-06

CVS CVS HEALTH CORP38.1K shares522.20%2026-06-302026-08-06

SGOV ISHARES TR38.8K shares116.87%2026-06-302026-08-06

Sponsored

BLCR BLACKROCK ETF TRUST77.5K shares33.05%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS10.5K shares33.02%2026-06-302026-08-06

AMGN AMGEN INC10.5K shares122.48%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO41.5K shares139.73%2026-06-302026-08-06

IXUS ISHARES TR39.1K shares5.87%2026-06-302026-08-06

DFSI DIMENSIONAL ETF TRUST82.7K shares8.78%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR126.6K shares2.15%2026-06-302026-08-06

OUNZ VANECK MERK GOLD ETF95.9K shares-0.27%2026-06-302026-08-06

Sponsored

DFAT DIMENSIONAL ETF TRUST52.5K shares-4.14%2026-06-302026-08-06

ARK ETF TR ARK ETF TR27.7K sharesnew addition2026-06-302026-08-06

DFCF DIMENSIONAL ETF TRUST86.6K shares3.20%2026-06-302026-08-06

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS30.1K shares-2.75%2026-06-302026-08-06

INTC INTEL CORP26.0K shares34.26%2026-06-302026-08-06

NUKZ EXCHANGE TRADED CONCEPTS TRU52.9K sharesnew addition2026-06-302026-08-06

VGT VANGUARD WORLD FD28.6K shares2078.54%2026-06-302026-08-06

SIVR ABRDN SILVER ETF TRUST60.8K shares2.00%2026-06-302026-08-06

Sponsored

LMT LOCKHEED MARTIN CORP6.7K shares75.10%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR18.2K shares187.41%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F21.8K shares38.62%2026-06-302026-08-06

SCEP STERLING CAP FDS134.3K shares-0.55%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T15.7K shares127.54%2026-06-302026-08-06

HYDB ISHARES TR71.0K sharesnew addition2026-06-302026-08-06

MO ALTRIA GROUP INC45.9K shares12.89%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL102.9K shares867.18%2026-06-302026-08-06

Sponsored

PM PHILIP MORRIS INTL INC18.1K shares41.09%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST116.3K sharesnew addition2026-06-302026-08-06

RIO RIO TINTO PLC34.2K sharesnew addition2026-06-302026-08-06

IDEF BLACKROCK ETF TRUST101.4K shares55.24%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR115.4K shares23.48%2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II61.0K shares25.51%2026-06-302026-08-06

QQH NORTHERN LTS FD TR III37.2K shares-1.50%2026-06-302026-08-06

RWL INVESCO EXCH TRADED FD TR II24.4K shares7.22%2026-06-302026-08-06

Sponsored

WORLD GOLD TR WORLD GOLD TR39.0K shares39.92%2026-06-302026-08-06

PEP PEPSICO INC22.8K shares32.86%2026-06-302026-08-06

JHSC JOHN HANCOCK EXCHANGE TRADED63.4K shares22.43%2026-06-302026-08-06

REET ISHARES TR110.2K shares49.38%2026-06-302026-08-06

IWP ISHARES TR20.5K shares17.14%2026-06-302026-08-06

SCMC STERLING CAP FDS119.5K shares18.24%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR120.1K shares863.69%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR55.6K shares137.58%2026-06-302026-08-06

Sponsored

DFGX DIMENSIONAL ETF TRUST54.1K shares15.47%2026-06-302026-08-06

LGH NORTHERN LTS FD TR III44.7K shares-1.56%2026-06-302026-08-06

NLY ANNALY CAPITAL MANAGEMENT IN124.3K shares45.80%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR23.5K shares206.64%2026-06-302026-08-06

KLAC KLA CORP9.1K shares1455.82%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR93.8K sharesnew addition2026-06-302026-08-06

VRP INVESCO EXCH TRADED FD TR II111.7K sharesnew addition2026-06-302026-08-06

BUFY FIRST TR EXCHNG TRADED FD VI115.8K shares-1.54%2026-06-302026-08-06

Sponsored

THRO BLACKROCK ETF TRUST62.5K shares-28.89%2026-06-302026-08-06

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II53.2K sharesnew addition2026-06-302026-08-06

IYH ISHARES TR39.9K sharesnew addition2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS11.3K shares14.37%2026-06-302026-08-06

TGT TARGET CORP20.4K shares881.84%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS37.3K shares-28.40%2026-06-302026-08-06

ICVT ISHARES TR21.8K shares241.02%2026-06-302026-08-06

FIS TR FIS TR90.7K sharesnew addition2026-06-302026-08-06

Sponsored

PFE PFIZER INC109.1K shares144.23%2026-06-302026-08-06

O REALTY INCOME CORP42.3K sharesnew addition2026-06-302026-08-06

FMF FIRST TR EXCHANGE-TRADED FD51.8K shares48.22%2026-06-302026-08-06

GE GE AEROSPACE6.9K shares46.39%2026-06-302026-08-06

SPTI SPDR SERIES TRUST90.6K shares87.58%2026-06-302026-08-06

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GRID FIRST TR EXCHANGE-TRADED FD4.5K shares9.74%2026-06-302026-08-06

BIBL NORTHERN LTS FD TR IV14.8K sharesnew addition2026-06-302026-08-06

LIN LINDE PLC1.6K shares18.29%2026-06-302026-08-06

KEX KIRBY CORP6.2K shares-3.16%2026-06-302026-08-06

3M CO 3M CO5.2K shares27.90%2026-06-302026-08-06

ANET ARISTA NETWORKS INC5.0K shares6.88%2026-06-302026-08-06

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.6K shares19.22%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD9.2K shares-5.43%2026-06-302026-08-06

Sponsored

AJG GALLAGHER ARTHUR J & CO3.6K sharesnew addition2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F5.2K shares17.83%2026-06-302026-08-06

BAMG NORTHERN LTS FD TR IV18.1K shares25.17%2026-06-302026-08-06

WSO WATSCO INC2.0K shares42.10%2026-06-302026-08-06

IBTH ISHARES TR36.2K shares42.12%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST23.7K shares-8.55%2026-06-302026-08-06

BC BRUNSWICK CORP9.6K shares-2.89%2026-06-302026-08-06

CGUS CAPITAL GROUP CORE EQUITY ET18.1K shares-8.73%2026-06-302026-08-06

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI28.8K shares1.77%2026-06-302026-08-06

RDIV INVESCO EXCH TRADED FD TR II13.9K shares38.55%2026-06-302026-08-06

IUSG ISHARES TR4.3K shares-2.70%2026-06-302026-08-06

VRIG INVESCO ACTIVELY MANAGED EXC32.0K shares-63.84%2026-06-302026-08-06

RLI RLI CORP13.4K sharesnew addition2026-06-302026-08-06

ALL ALLSTATE CORP3.3K shares184.33%2026-06-302026-08-06

EMLC VANECK ETF TRUST30.9K sharesnew addition2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW2.1K shares8.78%2026-06-302026-08-06

Sponsored

USFR WISDOMTREE TR15.7K shares40.79%2026-06-302026-08-06

MET METLIFE INC9.3K shares21.52%2026-06-302026-08-06

WAY WAYSTAR HLDG CORP38.2K sharesnew addition2026-06-302026-08-06

BILS SPDR SERIES TRUST7.9K shares-59.76%2026-06-302026-08-06

AVUS

AMERICAN CENTY ETF TR

1.80%

Shares702.2K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

22.83%

Shares795.7K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

6.21%

Shares102.8K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

83.72%

Shares197.2K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

52.07%

Shares276.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

38.95%

Shares73.3K

Event2026-06-30

Filed2026-08-06

AVIG

AMERICAN CENTY ETF TR

5.90%

Shares1.3M

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

11.19%

Shares461.0K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

167.96%

Shares109.0K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

25.86%

Shares358.3K

Event2026-06-30

Filed2026-08-06

AVSF

AMERICAN CENTY ETF TR

1.34%

Shares741.5K

Event2026-06-30

Filed2026-08-06

AVLC

AMERICAN CENTY ETF TR

2.41%

Shares380.4K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

61.12%

Shares85.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

578.09%

Shares27.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

97.91%

Shares72.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

56.44%

Shares111.5K

Event2026-06-30

Filed2026-08-06

TLT

ISHARES TR

1.50%

Shares287.2K

Event2026-06-30

Filed2026-08-06

SCNM

STERLING CAP FDS

2729.39%

Shares973.7K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

90.83%

Shares479.8K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

161.99%

Shares24.4K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

9.70%

Shares487.7K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

77.71%

Shares51.1K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

271.97%

Shares184.1K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

569.72%

Shares173.1K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

90.67%

Shares81.7K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-7.19%

Shares244.7K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

128.98%

Shares290.9K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

2.65%

Shares65.8K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

46.05%

Shares400.2K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

534.81%

Shares301.9K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

164.86%

Shares24.7K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

7.80%

Shares142.1K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

351.87%

Shares93.1K

Event2026-06-30

Filed2026-08-06

JHML

JOHN HANCOCK EXCHANGE TRADED

15.87%

Shares195.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

45.78%

Shares47.8K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

27.25%

Shares498.3K

Event2026-06-30

Filed2026-08-06

AVSC

AMERICAN CENTY ETF TR

2.91%

Shares224.3K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

634.94%

Shares16.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

38.93%

Shares49.2K

Event2026-06-30

Filed2026-08-06

JHMD

JOHN HANCOCK EXCHANGE TRADED

14.21%

Shares361.7K

Event2026-06-30

Filed2026-08-06

SCEC

CAPITOL SER TR

New

Shares639.1K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

156.03%

Shares83.1K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-18.69%

Shares26.7K

Event2026-06-30

Filed2026-08-06

DFSB

DIMENSIONAL ETF TRUST

15.13%

Shares290.1K

Event2026-06-30

Filed2026-08-06

DFSU

DIMENSIONAL ETF TRUST

7.57%

Shares319.7K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

32.76%

Shares25.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

208.25%

Shares20.1K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SERIES TRUST

2.84%

Shares546.0K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

181.82%

Shares82.2K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

35.34%

Shares86.1K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

69.67%

Shares53.2K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-1.23%

Shares31.2K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

156.68%

Shares31.7K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

539.95%

Shares266.9K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

New

Shares348.0K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

1625.56%

Shares37.5K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

258.69%

Shares296.3K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

80.79%

Shares90.7K

Event2026-06-30

Filed2026-08-06

IWX

ISHARES TR

7.66%

Shares116.6K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

24.79%

Shares88.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

26.31%

Shares9.7K

Event2026-06-30

Filed2026-08-06

SPG

SIMON PPTY GROUP INC NEW

2197.26%

Shares52.0K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

39.13%

Shares95.8K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

856.24%

Shares86.1K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

8.71%

Shares86.6K

Event2026-06-30

Filed2026-08-06

JBND

J P MORGAN EXCHANGE TRADED F

2892.96%

Shares195.0K

Event2026-06-30

Filed2026-08-06

QFLR

INNOVATOR ETFS TRUST

-1.01%

Shares277.1K

Event2026-06-30

Filed2026-08-06

SBND

COLUMBIA ETF TR I

New

Shares521.5K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

48.23%

Shares185.8K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

-24.31%

Shares125.3K

Event2026-06-30

Filed2026-08-06

BUFD

FIRST TR EXCHNG TRADED FD VI

0.01%

Shares319.5K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

21.78%

Shares64.3K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

2.65%

Shares41.2K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

62.81%

Shares8.1K

Event2026-06-30

Filed2026-08-06

HAL

HALLIBURTON CO

4715.29%

Shares260.7K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-0.66%

Shares80.7K

Event2026-06-30

Filed2026-08-06

USIG

ISHARES TR

5.76%

Shares169.1K

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

-5.32%

Shares97.1K

Event2026-06-30

Filed2026-08-06

VISA INC

27.99%

Shares24.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

62.38%

Shares86.2K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

126.58%

Shares157.5K

Event2026-06-30

Filed2026-08-06

AGEM

ABRDN FDS

-7.17%

Shares170.1K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

69.32%

Shares29.7K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

21.91%

Shares16.5K

Event2026-06-30

Filed2026-08-06

CAIE

CALAMOS ETF TR

1023.75%

Shares303.6K

Event2026-06-30

Filed2026-08-06

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares135.2K

Event2026-06-30

Filed2026-08-06

DEERE & CO

520.61%

Shares12.8K

Event2026-06-30

Filed2026-08-06

VFLO

VICTORY PORTFOLIOS II

New

Shares176.4K

Event2026-06-30

Filed2026-08-06

WLTG

ETF OPPORTUNITIES TRUST

6.73%

Shares210.9K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

970.71%

Shares50.0K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

71.49%

Shares104.3K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

71.51%

Shares50.5K

Event2026-06-30

Filed2026-08-06

JHMM

JOHN HANCOCK EXCHANGE TRADED

13.41%

Shares98.8K

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TR EXCHANGE TRADED FD

17.20%

Shares168.9K

Event2026-06-30

Filed2026-08-06

UITB

VICTORY PORTFOLIOS II

New

Shares155.0K

Event2026-06-30

Filed2026-08-06

FTSM

FIRST TR EXCHANGE-TRADED FD

-5.21%

Shares119.6K

Event2026-06-30

Filed2026-08-06

VWOB

VANGUARD WHITEHALL FDS

65.50%

Shares105.7K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

29.32%

Shares46.8K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

21.92%

Shares84.5K

Event2026-06-30

Filed2026-08-06

JHEM

JOHN HANCOCK EXCHANGE TRADED

7.53%

Shares170.5K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

20.36%

Shares53.3K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

4.00%

Shares66.2K

Event2026-06-30

Filed2026-08-06

AVDS

AMERICAN CENTY ETF TR

4.30%

Shares89.3K

Event2026-06-30

Filed2026-08-06

SPSB

SPDR SERIES TRUST

2614.92%

Shares222.1K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

19.83%

Shares287.7K

Event2026-06-30

Filed2026-08-06

SPHY

SPDR SERIES TRUST

786.85%

Shares278.8K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

10.20%

Shares18.3K

Event2026-06-30

Filed2026-08-06

SRLN

SSGA ACTIVE ETF TR

173.46%

Shares159.2K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

989.97%

Shares17.9K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

55.84%

Shares170.5K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

-0.29%

Shares112.7K

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

66.91%

Shares105.2K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

-4.96%

Shares36.7K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

746.92%

Shares72.6K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

10.32%

Shares104.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

79.29%

Shares49.9K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

376.26%

Shares46.6K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

2.81%

Shares68.0K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

23.14%

Shares59.9K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

860.19%

Shares154.3K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

148.52%

Shares35.1K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

7.52%

Shares116.4K

Event2026-06-30

Filed2026-08-06

AVRE

AMERICAN CENTY ETF TR

4.52%

Shares116.7K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

-33.21%

Shares59.1K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

-1.35%

Shares102.7K

Event2026-06-30

Filed2026-08-06

TPR

TAPESTRY INC

New

Shares36.8K

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB STRATEGIC TR

-5.46%

Shares134.2K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

20.88%

Shares64.1K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

40.77%

Shares7.1K

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SERIES TRUST

61.32%

Shares196.2K

Event2026-06-30

Filed2026-08-06

JHCR

JOHN HANCOCK EXCHANGE TRADED

New

Shares203.7K

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

-2.76%

Shares108.2K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

31.19%

Shares98.5K

Event2026-06-30

Filed2026-08-06

DCOR

DIMENSIONAL ETF TRUST

239.22%

Shares59.8K

Event2026-06-30

Filed2026-08-06

AVES

AMERICAN CENTY ETF TR

3.64%

Shares74.2K

Event2026-06-30

Filed2026-08-06

DDWM

WISDOMTREE TR

19.61%

Shares105.4K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

19.26%

Shares9.4K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

56.80%

Shares127.2K

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS INC

New

Shares22.2K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

20.09%

Shares19.3K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

77.06%

Shares9.3K

Event2026-06-30

Filed2026-08-06

BKLN

INVESCO EXCH TRADED FD TR II

-28.12%

Shares218.1K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

30.05%

Shares16.4K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

41.30%

Shares76.5K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

19.04%

Shares20.2K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

118.75%

Shares96.9K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

New

Shares13.8K

Event2026-06-30

Filed2026-08-06

IDV

ISHARES TR

53.80%

Shares104.8K

Event2026-06-30

Filed2026-08-06

CORO

BLACKROCK ETF TRUST

763.96%

Shares117.9K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

19.63%

Shares94.4K

Event2026-06-30

Filed2026-08-06

GTO

INVESCO ACTIVELY MANAGED EXC

96.23%

Shares89.9K

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC

226.19%

Shares11.9K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

13.89%

Shares103.6K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

821.63%

Shares48.3K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

408.84%

Shares43.3K

Event2026-06-30

Filed2026-08-06

GOVI

INVESCO EXCH TRADED FD TR II

1597.11%

Shares151.7K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

25.97%

Shares42.5K

Event2026-06-30

Filed2026-08-06

XLC

SELECT SECTOR SPDR TR

38.56%

Shares38.2K

Event2026-06-30

Filed2026-08-06

FTLS

FIRST TR EXCH TRADED FD III

29.64%

Shares55.3K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

-10.90%

Shares68.9K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

-8.29%

Shares11.9K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

10.41%

Shares59.6K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

984.85%

Shares15.4K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

1.61%

Shares39.8K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

55.20%

Shares42.0K

Event2026-06-30

Filed2026-08-06

WWJD

NORTHERN LTS FD TR IV

664.67%

Shares104.0K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

522.20%

Shares38.1K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

116.87%

Shares38.8K

Event2026-06-30

Filed2026-08-06

BLCR

BLACKROCK ETF TRUST

33.05%

Shares77.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

33.02%

Shares10.5K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

122.48%

Shares10.5K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

139.73%

Shares41.5K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

5.87%

Shares39.1K

Event2026-06-30

Filed2026-08-06

DFSI

DIMENSIONAL ETF TRUST

8.78%

Shares82.7K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

2.15%

Shares126.6K

Event2026-06-30

Filed2026-08-06

OUNZ

VANECK MERK GOLD ETF

-0.27%

Shares95.9K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-4.14%

Shares52.5K

Event2026-06-30

Filed2026-08-06

ARK ETF TR

New

Shares27.7K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL ETF TRUST

3.20%

Shares86.6K

Event2026-06-30

Filed2026-08-06

VANGUARD SCOTTSDALE FDS

-2.75%

Shares30.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

34.26%

Shares26.0K

Event2026-06-30

Filed2026-08-06

NUKZ

EXCHANGE TRADED CONCEPTS TRU

New

Shares52.9K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

2078.54%

Shares28.6K

Event2026-06-30

Filed2026-08-06

SIVR

ABRDN SILVER ETF TRUST

2.00%

Shares60.8K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

75.10%

Shares6.7K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

187.41%

Shares18.2K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

38.62%

Shares21.8K

Event2026-06-30

Filed2026-08-06

SCEP

STERLING CAP FDS

-0.55%

Shares134.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

127.54%

Shares15.7K

Event2026-06-30

Filed2026-08-06

HYDB

ISHARES TR

New

Shares71.0K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

12.89%

Shares45.9K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

867.18%

Shares102.9K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

41.09%

Shares18.1K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares116.3K

Event2026-06-30

Filed2026-08-06

RIO

RIO TINTO PLC

New

Shares34.2K

Event2026-06-30

Filed2026-08-06

IDEF

BLACKROCK ETF TRUST

55.24%

Shares101.4K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

23.48%

Shares115.4K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

25.51%

Shares61.0K

Event2026-06-30

Filed2026-08-06

QQH

NORTHERN LTS FD TR III

-1.50%

Shares37.2K

Event2026-06-30

Filed2026-08-06

RWL

INVESCO EXCH TRADED FD TR II

7.22%

Shares24.4K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

39.92%

Shares39.0K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

32.86%

Shares22.8K

Event2026-06-30

Filed2026-08-06

JHSC

JOHN HANCOCK EXCHANGE TRADED

22.43%

Shares63.4K

Event2026-06-30

Filed2026-08-06

REET

ISHARES TR

49.38%

Shares110.2K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

17.14%

Shares20.5K

Event2026-06-30

Filed2026-08-06

SCMC

STERLING CAP FDS

18.24%

Shares119.5K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

863.69%

Shares120.1K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

137.58%

Shares55.6K

Event2026-06-30

Filed2026-08-06

DFGX

DIMENSIONAL ETF TRUST

15.47%

Shares54.1K

Event2026-06-30

Filed2026-08-06

LGH

NORTHERN LTS FD TR III

-1.56%

Shares44.7K

Event2026-06-30

Filed2026-08-06

NLY

ANNALY CAPITAL MANAGEMENT IN

45.80%

Shares124.3K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

206.64%

Shares23.5K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

1455.82%

Shares9.1K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

New

Shares93.8K

Event2026-06-30

Filed2026-08-06

VRP

INVESCO EXCH TRADED FD TR II

New

Shares111.7K

Event2026-06-30

Filed2026-08-06

BUFY

FIRST TR EXCHNG TRADED FD VI

-1.54%

Shares115.8K

Event2026-06-30

Filed2026-08-06

THRO

BLACKROCK ETF TRUST

-28.89%

Shares62.5K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST II

New

Shares53.2K

Event2026-06-30

Filed2026-08-06

IYH

ISHARES TR

New

Shares39.9K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

14.37%

Shares11.3K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

881.84%

Shares20.4K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-28.40%

Shares37.3K

Event2026-06-30

Filed2026-08-06

ICVT

ISHARES TR

241.02%

Shares21.8K

Event2026-06-30

Filed2026-08-06

FIS TR

New

Shares90.7K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

144.23%

Shares109.1K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

New

Shares42.3K

Event2026-06-30

Filed2026-08-06

FMF

FIRST TR EXCHANGE-TRADED FD

48.22%

Shares51.8K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

46.39%

Shares6.9K

Event2026-06-30

Filed2026-08-06

SPTI

SPDR SERIES TRUST

87.58%

Shares90.6K

Event2026-06-30

Filed2026-08-06

FAAR

FIRST TR EXCHANGE TRAD FD VI

55.57%

Shares81.2K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

24.05%

Shares9.4K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

126.71%

Shares27.9K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

7.39%

Shares26.9K

Event2026-06-30

Filed2026-08-06

PJAN

INNOVATOR ETFS TRUST

New

Shares48.8K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-08-06

XCCC

BONDBLOXX ETF TRUST

-14.40%

Shares65.5K

Event2026-06-30

Filed2026-08-06

JHCB

JOHN HANCOCK EXCHANGE TRADED

14.47%

Shares112.8K

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

130.34%

Shares15.7K

Event2026-06-30

Filed2026-08-06

SCHP

SCHWAB STRATEGIC TR

203.59%

Shares89.0K

Event2026-06-30

Filed2026-08-06

CWB

SPDR SERIES TRUST

49.09%

Shares21.9K

Event2026-06-30

Filed2026-08-06

VST

VISTRA CORP

New

Shares14.7K

Event2026-06-30

Filed2026-08-06

DRI

DARDEN RESTAURANTS INC

New

Shares11.3K

Event2026-06-30

Filed2026-08-06

AGNC INVT CORP

-4.62%

Shares213.5K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

2.78%

Shares7.8K

Event2026-06-30

Filed2026-08-06

BOEING CO

10.09%

Shares10.6K

Event2026-06-30

Filed2026-08-06

BALI

BLACKROCK ETF TRUST

New

Shares67.5K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

43.63%

Shares1.9K

Event2026-06-30

Filed2026-08-06

POCT

INNOVATOR ETFS TRUST

New

Shares48.4K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

79.21%

Shares2.9K

Event2026-06-30

Filed2026-08-06

SPMB

SPDR SERIES TRUST

New

Shares100.4K

Event2026-06-30

Filed2026-08-06

PGHY

INVESCO EXCH TRADED FD TR II

14.94%

Shares113.3K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

21.47%

Shares70.2K

Event2026-06-30

Filed2026-08-06

CGHM

CAPITAL GRP FIXED INCM ETF T

-0.59%

Shares85.8K

Event2026-06-30

Filed2026-08-06

PJUL

INNOVATOR ETFS TRUST

New

Shares45.4K

Event2026-06-30

Filed2026-08-06

PAPR

INNOVATOR ETFS TRUST

New

Shares52.3K

Event2026-06-30

Filed2026-08-06

XLB

SELECT SECTOR SPDR TR

399.60%

Shares43.4K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

-8.12%

Shares52.8K

Event2026-06-30

Filed2026-08-06

HELO

J P MORGAN EXCHANGE TRADED F

118.54%

Shares32.6K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

430.60%

Shares4.5K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

27.45%

Shares26.2K

Event2026-06-30

Filed2026-08-06

GWX

SPDR INDEX SHS FDS

9.65%

Shares49.6K

Event2026-06-30

Filed2026-08-06

USD

PROSHARES TR

New

Shares20.8K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

32.42%

Shares7.2K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

622.90%

Shares40.4K

Event2026-06-30

Filed2026-08-06

RWO

SPDR INDEX SHS FDS

9.59%

Shares42.3K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

65.72%

Shares5.7K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

85.61%

Shares12.9K

Event2026-06-30

Filed2026-08-06

SPIRE INC

New

Shares26.6K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

New

Shares9.2K

Event2026-06-30

Filed2026-08-06

VGLT

VANGUARD SCOTTSDALE FDS

2.63%

Shares37.5K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

70.72%

Shares25.2K

Event2026-06-30

Filed2026-08-06

DGCB

DIMENSIONAL ETF TRUST

19.46%

Shares37.7K

Event2026-06-30

Filed2026-08-06

PSLV

SPROTT ASSET MANAGEMENT LP

4.40%

Shares109.0K

Event2026-06-30

Filed2026-08-06

CGMU

CAPITAL GRP FIXED INCM ETF T

0.58%

Shares74.8K

Event2026-06-30

Filed2026-08-06

ISMD

NORTHERN LTS FD TR IV

594.77%

Shares40.9K

Event2026-06-30

Filed2026-08-06

AT&T INC

51.99%

Shares98.1K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

157.06%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-11.19%

Shares20.8K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

93.35%

Shares3.1K

Event2026-06-30

Filed2026-08-06

ARR

ARMOUR RESIDENTIAL REIT INC

38.84%

Shares114.8K

Event2026-06-30

Filed2026-08-06

CLOA

BLACKROCK ETF TRUST II

537.94%

Shares37.9K

Event2026-06-30

Filed2026-08-06

HYG

ISHARES TR

-0.12%

Shares24.6K

Event2026-06-30

Filed2026-08-06

LONZ

PIMCO ETF TR

-22.19%

Shares39.7K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

7.15%

Shares12.8K

Event2026-06-30

Filed2026-08-06

CGSM

CAPITAL GRP FIXED INCM ETF T

10.17%

Shares73.8K

Event2026-06-30

Filed2026-08-06

JHHY

JOHN HANCOCK EXCHANGE TRADED

9.34%

Shares75.7K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

354.47%

Shares34.0K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

92.06%

Shares2.9K

Event2026-06-30

Filed2026-08-06

ZECP

ZACKS TRUST

3.84%

Shares50.7K

Event2026-06-30

Filed2026-08-06

SPTS

SPDR SERIES TRUST

37.22%

Shares65.8K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

470.65%

Shares21.6K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

50.06%

Shares18.1K

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

New

Shares25.6K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

494.52%

Shares8.8K

Event2026-06-30

Filed2026-08-06

DFSE

DIMENSIONAL ETF TRUST

8.75%

Shares37.7K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

11.42%

Shares8.2K

Event2026-06-30

Filed2026-08-06

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares24.4K

Event2026-06-30

Filed2026-08-06

CEF

SPROTT ASSET MANAGEMENT LP

43.65%

Shares45.6K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

280.78%

Shares18.9K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

233.78%

Shares57.2K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO EXCH TRADED FD TR II

New

Shares23.9K

Event2026-06-30

Filed2026-08-06

DYCOM INDS INC

-20.92%

Shares3.5K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

-24.60%

Shares48.4K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X FDS

142.09%

Shares96.7K

Event2026-06-30

Filed2026-08-06

IVLU

ISHARES TR

2.15%

Shares42.6K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

-11.21%

Shares10.8K

Event2026-06-30

Filed2026-08-06

PTL

NORTHERN LTS FD TR IV

652.49%

Shares6.2K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

42.97%

Shares76.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

113.80%

Shares21.8K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

New

Shares27.8K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

200.56%

Shares17.7K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

16.06%

Shares21.5K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

84.46%

Shares9.1K

Event2026-06-30

Filed2026-08-06

PDBC

INVESCO ACTVELY MNGD ETC FD

29.42%

Shares105.6K

Event2026-06-30

Filed2026-08-06

JFLX

J P MORGAN EXCHANGE TRADED F

11.86%

Shares33.3K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

22.33%

Shares7.6K

Event2026-06-30

Filed2026-08-06

DBMF

LITMAN GREGORY FDS TR

68.17%

Shares54.1K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

3.39%

Shares14.9K

Event2026-06-30

Filed2026-08-06

KHYB

KRANESHARES TRUST

14.07%

Shares68.4K

Event2026-06-30

Filed2026-08-06

JNK

SPDR SERIES TRUST

-40.41%

Shares16.8K

Event2026-06-30

Filed2026-08-06

ICLO

INVESCO ACTIVELY MANAGED EXC

92.13%

Shares63.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-10.07%

Shares5.3K

Event2026-06-30

Filed2026-08-06

SECT

NORTHERN LTS FD TR IV

0.48%

Shares22.1K

Event2026-06-30

Filed2026-08-06

AEROVIRONMENT INC

New

Shares9.6K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

IEUR

ISHARES TR

17.25%

Shares20.7K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

14.79%

Shares6.3K

Event2026-06-30

Filed2026-08-06

CERY

SPDR SERIES TRUST

3.08%

Shares46.5K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

New

Shares35.1K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

172.23%

Shares7.0K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

1.27%

Shares8.7K

Event2026-06-30

Filed2026-08-06

MLPX

GLOBAL X FDS

New

Shares20.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

79.39%

Shares5.9K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

New

Shares30.0K

Event2026-06-30

Filed2026-08-06

EMHC

SPDR SERIES TRUST

0.68%

Shares58.0K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

46.56%

Shares29.4K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

69.37%

Shares4.8K

Event2026-06-30

Filed2026-08-06

SYSB

ISHARES TR

17.86%

Shares16.1K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-3.43%

Shares18.9K

Event2026-06-30

Filed2026-08-06

SKOR

FLEXSHARES TR

New

Shares29.0K

Event2026-06-30

Filed2026-08-06

LVHD

LEGG MASON ETF INVT

New

Shares32.0K

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY COVINGTON TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

DISV

DIMENSIONAL ETF TRUST

0.46%

Shares34.9K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

-2.09%

Shares14.9K

Event2026-06-30

Filed2026-08-06

IBD

NORTHERN LTS FD TR IV

96.63%

Shares58.4K

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

-1.03%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

5.22%

Shares3.4K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

358.16%

Shares14.5K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

3.31%

Shares23.1K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

10.78%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

36.71%

Shares689

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

-25.99%

Shares12.0K

Event2026-06-30

Filed2026-08-06

PSI

INVESCO EXCHANGE TRADED FD T

-0.50%

Shares7.3K

Event2026-06-30

Filed2026-08-06

EMB

ISHARES TR

-11.44%

Shares14.2K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TR EXCH TRADED FD III

New

Shares75.9K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

35.58%

Shares10.7K

Event2026-06-30

Filed2026-08-06

BROADRIDGE FINL SOLUTIONS IN

24.25%

Shares9.8K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

0.66%

Shares6.7K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-73.96%

Shares18.1K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

37.88%

Shares10.5K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

New

Shares10.0K

Event2026-06-30

Filed2026-08-06

EEMV

ISHARES INC

New

Shares17.5K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

15.00%

Shares6.3K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

11.92%

Shares16.7K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-0.28%

Shares15.6K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

259.21%

Shares4.9K

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

18.82%

Shares11.7K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

5.92%

Shares5.7K

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD ADMIRAL FDS INC

New

Shares5.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

278.12%

Shares16.4K

Event2026-06-30

Filed2026-08-06

FALN

ISHARES TR

89.39%

Shares46.0K

Event2026-06-30

Filed2026-08-06

HYZD

WISDOMTREE TR

New

Shares55.7K

Event2026-06-30

Filed2026-08-06

CGDG

CAPITAL GROUP DIVIDEND GROWE

-0.07%

Shares33.1K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

7.66%

Shares9.1K

Event2026-06-30

Filed2026-08-06

PFN

PIMCO INCOME STRATEGY FD II

113.10%

Shares171.4K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

147.55%

Shares1.3K

Event2026-06-30

Filed2026-08-06

XDSQ

INNOVATOR ETFS TRUST

New

Shares28.2K

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD ADMIRAL FDS INC

324.45%

Shares14.5K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-4.42%

Shares11.6K

Event2026-06-30

Filed2026-08-06

IGF

ISHARES TR

12.37%

Shares17.8K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

25.64%

Shares2.8K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

8.44%

Shares10.6K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

12.29%

Shares7.0K

Event2026-06-30

Filed2026-08-06

IWC

ISHARES TR

1.89%

Shares5.8K

Event2026-06-30

Filed2026-08-06

FLSP

FRANKLIN TEMPLETON ETF TR

94.91%

Shares41.4K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

-47.24%

Shares34.4K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares17.7K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

40.84%

Shares11.0K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

26.92%

Shares18.8K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

9.46%

Shares4.2K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

14.35%

Shares6.6K

Event2026-06-30

Filed2026-08-06

IBB

ISHARES TR

25.68%

Shares5.9K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

7.29%

Shares6.9K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

49.87%

Shares7.6K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

40.88%

Shares3.2K

Event2026-06-30

Filed2026-08-06

OWL

BLUE OWL CAPITAL INC

New

Shares123.7K

Event2026-06-30

Filed2026-08-06

CLH

CLEAN HARBORS INC

-2.19%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

7.66%

Shares12.9K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

-4.31%

Shares10.0K

Event2026-06-30

Filed2026-08-06

IMTM

ISHARES TR

-47.58%

Shares20.1K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

240.92%

Shares9.1K

Event2026-06-30

Filed2026-08-06

QBTS

D-WAVE QUANTUM INC

New

Shares44.1K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT ASSET MANAGEMENT LP

78.63%

Shares34.9K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

7.06%

Shares7.3K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

22.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

-4.27%

Shares6.4K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

113.31%

Shares3.9K

Event2026-06-30

Filed2026-08-06

IYT

ISHARES TR

New

Shares11.9K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

86.11%

Shares10.3K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

-6.29%

Shares447

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

22.20%

Shares2.0K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares4.5K

Event2026-06-30

Filed2026-08-06

BALT

INNOVATOR ETFS TRUST

New

Shares29.4K

Event2026-06-30

Filed2026-08-06

TIPX

SPDR SERIES TRUST

-2.28%

Shares53.2K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

22.01%

Shares13.1K

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INC

-31.40%

Shares9.9K

Event2026-06-30

Filed2026-08-06

MGV

VANGUARD WORLD FD

-5.45%

Shares6.1K

Event2026-06-30

Filed2026-08-06

RGTI

RIGETTI COMPUTING INC

New

Shares51.1K

Event2026-06-30

Filed2026-08-06

IONQ INC

New

Shares18.4K

Event2026-06-30

Filed2026-08-06

QLTA

ISHARES TR

57.78%

Shares20.6K

Event2026-06-30

Filed2026-08-06

FDLS

NORTHERN LTS FD TR IV

New

Shares23.1K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

New

Shares16.5K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

1.43%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

17.84%

Shares12.8K

Event2026-06-30

Filed2026-08-06

XDQQ

INNOVATOR ETFS TRUST

New

Shares23.7K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-14.73%

Shares3.2K

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP

6.11%

Shares2.1K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

1.30%

Shares7.0K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

-15.68%

Shares8.1K

Event2026-06-30

Filed2026-08-06

EALT

INNOVATOR ETFS TRUST

New

Shares26.6K

Event2026-06-30

Filed2026-08-06

APG

API GROUP CORP

128.62%

Shares22.5K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

24.23%

Shares7.6K

Event2026-06-30

Filed2026-08-06

LPX

LOUISIANA PAC CORP

62.49%

Shares12.0K

Event2026-06-30

Filed2026-08-06

ACYN

FIRST TR EXCHANGE-TRADED FD

289.60%

Shares45.4K

Event2026-06-30

Filed2026-08-06

ONEQ

FIDELITY COMWLTH TR

15.00%

Shares9.1K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

57.23%

Shares13.7K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

-0.12%

Shares9.7K

Event2026-06-30

Filed2026-08-06

CIM

CHIMERA INVT CORP

New

Shares70.5K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

61.45%

Shares959

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

10.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

FTGC

FIRST TR EXCHANGE TRAD FD VI

52.07%

Shares34.6K

Event2026-06-30

Filed2026-08-06

MPWR

MONOLITHIC PWR SYS INC

106.73%

Shares676

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

New

Shares34.1K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

44.94%

Shares1.9K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

9.74%

Shares4.1K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

15.96%

Shares1.8K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

5.45%

Shares4.3K

Event2026-06-30

Filed2026-08-06

IBKR

INTERACTIVE BROKERS GROUP IN

93.78%

Shares10.6K

Event2026-06-30

Filed2026-08-06

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

97.57%

Shares11.8K

Event2026-06-30

Filed2026-08-06

CGGE

CAPITAL GROUP GLOBAL EQUITY

-21.46%

Shares25.9K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

9.57%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

-11.71%

Shares17.0K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

16.83%

Shares944

Event2026-06-30

Filed2026-08-06

PNFP

PINNACLE FINL PARTNERS INC

-1.75%

Shares9.0K

Event2026-06-30

Filed2026-08-06

QUIZ

ZACKS TRUST

6.06%

Shares31.0K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

19.91%

Shares17.8K

Event2026-06-30

Filed2026-08-06

KVUE

KENVUE INC

16.41%

Shares47.2K

Event2026-06-30

Filed2026-08-06

STOX

HORIZON FDS

18.21%

Shares28.9K

Event2026-06-30

Filed2026-08-06

SNEX

STONEX GROUP INC

-38.30%

Shares7.5K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

-5.07%

Shares655

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-80.54%

Shares4.1K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

7.93%

Shares9.2K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

61.31%

Shares2.8K

Event2026-06-30

Filed2026-08-06

JMBS

JANUS DETROIT STR TR

New

Shares19.6K

Event2026-06-30

Filed2026-08-06

SKYY

FIRST TR EXCHANGE-TRADED FD

24.39%

Shares6.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-64.78%

Shares2.5K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

4.12%

Shares12.7K

Event2026-06-30

Filed2026-08-06

ALAB

ASTERA LABS INC

-83.28%

Shares1.8K

Event2026-06-30

Filed2026-08-06

WTFC

WINTRUST FINL CORP

1.53%

Shares5.4K

Event2026-06-30

Filed2026-08-06

LMUB

ISHARES TR

7.89%

Shares16.8K

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

23.43%

Shares4.5K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE-TRADED FD

9.74%

Shares4.5K

Event2026-06-30

Filed2026-08-06

BIBL

NORTHERN LTS FD TR IV

New

Shares14.8K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

18.29%

Shares1.6K

Event2026-06-30

Filed2026-08-06

KEX

KIRBY CORP

-3.16%

Shares6.2K

Event2026-06-30

Filed2026-08-06

3M CO

27.90%

Shares5.2K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

6.88%

Shares5.0K

Event2026-06-30

Filed2026-08-06

ROYAL CARIBBEAN GROUP

19.22%

Shares2.6K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

-5.43%

Shares9.2K

Event2026-06-30

Filed2026-08-06

AJG

GALLAGHER ARTHUR J & CO

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

17.83%

Shares5.2K

Event2026-06-30

Filed2026-08-06

BAMG

NORTHERN LTS FD TR IV

25.17%

Shares18.1K

Event2026-06-30

Filed2026-08-06

WSO

WATSCO INC

42.10%

Shares2.0K

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

42.12%

Shares36.2K

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

-8.55%

Shares23.7K

Event2026-06-30

Filed2026-08-06

BRUNSWICK CORP

-2.89%

Shares9.6K

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP CORE EQUITY ET

-8.73%

Shares18.1K

Event2026-06-30

Filed2026-08-06

BUFZ

FIRST TR EXCHNG TRADED FD VI

1.77%

Shares28.8K

Event2026-06-30

Filed2026-08-06

RDIV

INVESCO EXCH TRADED FD TR II

38.55%

Shares13.9K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

-2.70%

Shares4.3K

Event2026-06-30

Filed2026-08-06

VRIG

INVESCO ACTIVELY MANAGED EXC

-63.84%

Shares32.0K

Event2026-06-30

Filed2026-08-06

RLI

RLI CORP

New

Shares13.4K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

184.33%

Shares3.3K

Event2026-06-30

Filed2026-08-06

EMLC

VANECK ETF TRUST

New

Shares30.9K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

8.78%

Shares2.1K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

40.79%

Shares15.7K

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

21.52%

Shares9.3K

Event2026-06-30

Filed2026-08-06

WAY

WAYSTAR HLDG CORP

New

Shares38.2K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

-59.76%

Shares7.9K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available