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The Analysis of TD Capital Management LLC's Holdings & P&L

Currently, TD Capital Management LLC holds 797 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VUG (+383.8K shares, valued at $33.1M), PULS (+176.0K shares, valued at $8.7M), VO (+96.5K shares, valued at $7.8M); decreased their positions in ITOT (-64.9K shares, valued at $10.7M), BSV (-61.5K shares, valued at $4.8M), BND (-57.6K shares, valued at $4.2M); initiated new positions in VSDB (+81.7K shares, valued at $6.2M), VSDM (+43.5K shares, valued at $3.3M), VCRM (+37.9K shares, valued at $2.9M).

1M P&L

-431.4K-0.04%

3M P&L

+25.7M+2.54%

HY P&L

-147.2M-12.41%

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/A975.4M

94.7%

2Auto Parts16.4M

1.6%

3Consumer Electronics6.7M

0.6%

Top Industries by Stock Count

1N/A243 stocks

33.8%

2Banks - Regional24 stocks

3.3%

3Specialty Industrial Machinery16 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.3M shares-4.85%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS254.5K shares-1.23%2026-06-302026-08-06

ISHARES TR ISHARES TR80.5K shares0.03%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS633.3K shares-8.85%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS186.8K shares-0.16%2026-06-302026-08-06

QUAL ISHARES TR192.2K shares-2.14%2026-06-302026-08-06

LDUR PIMCO ETF TR440.0K shares0.91%2026-06-302026-08-06

VUG VANGUARD INDEX FDS460.5K shares500.29%2026-06-302026-08-06

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BND VANGUARD BD INDEX FDS470.4K shares-10.90%2026-06-302026-08-06

VOO VANGUARD INDEX FDS44.4K shares6.41%2026-06-302026-08-06

VV VANGUARD INDEX FDS88.0K shares-0.08%2026-06-302026-08-06

VTV VANGUARD INDEX FDS136.6K shares-0.76%2026-06-302026-08-06

MINT PIMCO ETF TR254.5K shares2.25%2026-06-302026-08-06

ISHARES TR ISHARES TR235.3K shares-10.14%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F485.4K shares17.84%2026-06-302026-08-06

SMMU PIMCO ETF TR401.9K shares-0.24%2026-06-302026-08-06

Sponsored

PULS PGIM ETF TR362.5K shares94.36%2026-06-302026-08-06

JSCP J P MORGAN EXCHANGE TRADED F372.5K shares15.70%2026-06-302026-08-06

LMBS FIRST TR EXCHANGE-TRADED FD346.4K shares9.98%2026-06-302026-08-06

AZO AUTOZONE INC5.1K shares1.91%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T168.7K shares3.92%2026-06-302026-08-06

IXUS ISHARES TR155.5K shares-2.83%2026-06-302026-08-06

JPLD J P MORGAN EXCHANGE TRADED F273.3K shares3.65%2026-06-302026-08-06

SPTM SPDR SERIES TRUST156.9K shares8.71%2026-06-302026-08-06

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BOND PIMCO ETF TR153.5K shares21.75%2026-06-302026-08-06

DGRW WISDOMTREE TR137.1K shares2.40%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F247.2K shares-7.90%2026-06-302026-08-06

USMV ISHARES TR126.9K shares-3.53%2026-06-302026-08-06

VB VANGUARD INDEX FDS40.1K shares-1.76%2026-06-302026-08-06

VO VANGUARD INDEX FDS129.7K shares290.37%2026-06-302026-08-06

SUB ISHARES TR96.3K shares-13.28%2026-06-302026-08-06

JMST J P MORGAN EXCHANGE TRADED F198.7K shares-9.64%2026-06-302026-08-06

Sponsored

VXF VANGUARD INDEX FDS39.3K shares-0.84%2026-06-302026-08-06

ACWI ISHARES TR60.2K shares0.37%2026-06-302026-08-06

MUNI PIMCO ETF TR169.0K shares8.56%2026-06-302026-08-06

VCRB VANGUARD MALVERN FDS111.1K shares250.22%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST93.1K shares104.50%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR169.8K shares-5.79%2026-06-302026-08-06

FTCS FIRST TR EXCHANGE-TRADED FD81.0K shares-8.83%2026-06-302026-08-06

AAPL APPLE INC23.0K shares4.61%2026-06-302026-08-06

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F130.3K shares15.47%2026-06-302026-08-06

VSDB VANGUARD MALVERN FDS81.7K sharesnew addition2026-06-302026-08-06

FTSM FIRST TR EXCHANGE-TRADED FD102.9K shares-20.02%2026-06-302026-08-06

VXUS VANGUARD STAR FDS67.4K shares1.21%2026-06-302026-08-06

JQUA J P MORGAN EXCHANGE TRADED F61.6K shares5.60%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II13.1K shares13.57%2026-06-302026-08-06

MUB ISHARES TR36.9K shares-3.66%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS77.7K shares-12.32%2026-06-302026-08-06

Sponsored

VUSB VANGUARD BD INDEX FDS74.8K shares97.08%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD45.5K shares17.57%2026-06-302026-08-06

VSDM VANGUARD MUN BD FDS43.5K sharesnew addition2026-06-302026-08-06

QGRW WISDOMTREE TR49.8K shares1.95%2026-06-302026-08-06

MSFT MICROSOFT CORP8.6K shares-2.10%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II18.6K shares16.01%2026-06-302026-08-06

USFR WISDOMTREE TR58.0K shares-48.94%2026-06-302026-08-06

VCRM VANGUARD MUN BD FDS37.9K sharesnew addition2026-06-302026-08-06

Sponsored

NVDA NVIDIA CORPORATION12.4K shares-3.76%2026-06-302026-08-06

DGRO ISHARES TR32.5K shares-1.65%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR75.9K shares62.33%2026-06-302026-08-06

WMT WALMART INC18.7K shares-9.38%2026-06-302026-08-06

ISTB ISHARES TR43.0K shares-4.95%2026-06-302026-08-06

KO COCA COLA CO24.3K shares-5.35%2026-06-302026-08-06

TSCO TRACTOR SUPPLY CO55.5K shares-0.34%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD18.1K shares0.40%2026-06-302026-08-06

Sponsored

AMZN AMAZON COM INC6.5K shares-0.31%2026-06-302026-08-06

IJR ISHARES TR9.0K shares-2.50%2026-06-302026-08-06

SPSM SPDR SERIES TRUST22.1K shares0.17%2026-06-302026-08-06

FDX FEDEX CORP3.9K shares0.93%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR14.9K shares645.66%2026-06-302026-08-06

XMHQ INVESCO EXCHANGE TRADED FD T10.4K shares5.06%2026-06-302026-08-06

GSLC GOLDMAN SACHS ETF TR6.7K shares0.21%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP6.6K shares0.27%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR8.7K shares-7.03%2026-06-302026-08-06

WDFC WD 40 CO2.8K shares0.00%2026-06-302026-08-06

PYLD PIMCO ETF TR24.8K shares9.87%2026-06-302026-08-06

SFNC SIMMONS FIRST NATL CORP28.9K shares1.04%2026-06-302026-08-06

TSLA TESLA INC1.6K shares0.00%2026-06-302026-08-06

BCAT BLACKROCK CAP ALLOCATION TER37.5K shares5.06%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC1.0K shares1.68%2026-06-302026-08-06

GOOG ALPHABET INC1.6K shares-4.78%2026-06-302026-08-06

Sponsored

IWB ISHARES TR1.3K shares-3.07%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T2.5K shares0.12%2026-06-302026-08-06

CAT CATERPILLAR INC487 shares-11.45%2026-06-302026-08-06

CPSL CALAMOS ETF TR18.5K shares30.63%2026-06-302026-08-06

BROADCOM INC BROADCOM INC1.3K shares-1.90%2026-06-302026-08-06

UNM UNUM GROUP5.7K shares0.00%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.6.8K shares-2.01%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS6.3K shares0.16%2026-06-302026-08-06

Sponsored

GE GE AEROSPACE1.3K shares0.08%2026-06-302026-08-06

GOOGL ALPHABET INC1.3K shares-4.42%2026-06-302026-08-06

DNL WISDOMTREE TR10.0K shares12.92%2026-06-302026-08-06

CVX CHEVRON CORPORATION2.5K shares0.12%2026-06-302026-08-06

MRK MERCK & CO INC3.2K shares0.41%2026-06-302026-08-06

PSX PHILLIPS 662.4K shares0.04%2026-06-302026-08-06

JTEK J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-06-302026-08-06

BK BANK OF NY MELLON CORP2.8K shares0.07%2026-06-302026-08-06

Sponsored

XLRE SELECT SECTOR SPDR TR9.2K shares0.85%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.08%2026-06-302026-08-06

IJH ISHARES TR5.1K shares0.20%2026-06-302026-08-06

IWD ISHARES TR1.6K shares0.25%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS4.0K shares0.86%2026-06-302026-08-06

GEV GE VERNOVA INC306 shares0.33%2026-06-302026-08-06

EFG ISHARES TR2.9K shares-12.75%2026-06-302026-08-06

IWF ISHARES TR2.9K shares300.28%2026-06-302026-08-06

Sponsored

PFF ISHARES TR11.6K shares0.28%2026-06-302026-08-06

AGIX KRANESHARES TRUST7.4K shares2728.74%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL685 shares0.00%2026-06-302026-08-06

WAB WABTEC1.3K shares0.00%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS4.1K shares0.00%2026-06-302026-08-06

QQQ INVESCO QQQ TR458 shares6.26%2026-06-302026-08-06

INTC INTEL CORP2.3K shares-6.21%2026-06-302026-08-06

MOAT VANECK ETF TRUST3.0K shares0.00%2026-06-302026-08-06

Sponsored

AEM AGNICO EAGLE MINES LTD2.0K shares0.00%2026-06-302026-08-06

IP INTERNATIONAL PAPER CO8.1K shares0.25%2026-06-302026-08-06

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.9K sharesnew addition2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T394 shares-64.34%2026-06-302026-08-06

PMBS PIMCO ETF TR5.8K shares152.79%2026-06-302026-08-06

IGSB ISHARES TR5.5K shares0.00%2026-06-302026-08-06

PSK SPDR SERIES TRUST9.2K shares0.20%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS3.9K shares0.33%2026-06-302026-08-06

Sponsored

LOW LOWES COS INC1.3K shares0.08%2026-06-302026-08-06

USIG ISHARES TR5.3K shares0.00%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON1.0K shares0.29%2026-06-302026-08-06

ESGU ISHARES TR1.6K shares0.12%2026-06-302026-08-06

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-06-302026-08-06

MTUM ISHARES TR734 shares-5.53%2026-06-302026-08-06

MPC MARATHON PETE CORP933 shares0.00%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR4.5K shares346.10%2026-06-302026-08-06

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC2.7K shares-1.00%2026-06-302026-08-06

VDE VANGUARD WORLD FD1.6K shares0.06%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC2.0K shares0.05%2026-06-302026-08-06

DRUP GRANITESHARES ETF TR3.7K shares-20.72%2026-06-302026-08-06

WMB WILLIAMS COS INC3.0K shares0.00%2026-06-302026-08-06

FIXD FIRST TR EXCHNG TRADED FD VI5.1K shares1.13%2026-06-302026-08-06

VLUE ISHARES TR1.1K shares-9.89%2026-06-302026-08-06

PG PROCTER & GAMBLE CO1.5K shares-6.53%2026-06-302026-08-06

Sponsored

HD HOME DEPOT INC618 shares-0.64%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC213 shares0.47%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR7.8K shares0.45%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC180 shares-16.67%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO633 shares0.00%2026-06-302026-08-06

PEP PEPSICO INC1.5K shares0.20%2026-06-302026-08-06

ABBVIE INC ABBVIE INC784 shares0.77%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR1.2K shares0.08%2026-06-302026-08-06

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR4.1K shares0.12%2026-06-302026-08-06

VISA INC VISA INC536 shares24.07%2026-06-302026-08-06

IGIB ISHARES TR3.4K shares0.84%2026-06-302026-08-06

GRID FIRST TR EXCHANGE-TRADED FD926 shares108.56%2026-06-302026-08-06

CSX CSX CORP3.6K shares0.00%2026-06-302026-08-06

OXY.WS OCCIDENTAL PETE CORP6.3K shares0.00%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR4.9K shares0.10%2026-06-302026-08-06

DSI ISHARES TR1.2K shares0.17%2026-06-302026-08-06

Sponsored

GSST GOLDMAN SACHS ETF TR3.2K shares-69.69%2026-06-302026-08-06

XLP SELECT SECTOR SPDR TR1.9K shares0.10%2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR4.5K shares0.45%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F989 shares0.30%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC849 shares-17.89%2026-06-302026-08-06

CORP PIMCO ETF TR1.6K shares1.22%2026-06-302026-08-06

EFA ISHARES TR1.5K shares0.41%2026-06-302026-08-06

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-06-302026-08-06

IUSV ISHARES TR1.3K shares0.00%2026-06-302026-08-06

T AT&T INC7.0K shares0.69%2026-06-302026-08-06

GLD SPDR GOLD TR375 shares-4.82%2026-06-302026-08-06

SDY SPDR SERIES TRUST875 shares0.69%2026-06-302026-08-06

MET METLIFE INC1.5K shares0.00%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION665 shares0.30%2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS1.3K shares0.52%2026-06-302026-08-06

Sponsored

OXY OCCIDENTAL PETE CORP2.6K shares0.08%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC260 shares0.00%2026-06-302026-08-06

FUMB FIRST TR EXCH TRADED FD III6.2K shares0.00%2026-06-302026-08-06

IWM ISHARES TR401 shares0.00%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS2.3K shares0.04%2026-06-302026-08-06

COWZ PACER FDS TR1.8K shares0.16%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC273 shares-0.73%2026-06-302026-08-06

SYY SYSCO CORP1.3K shares0.45%2026-06-302026-08-06

Sponsored

AMD ADVANCED MICRO DEVICES INC190 shares0.00%2026-06-302026-08-06

STIP ISHARES TR1.1K shares1.89%2026-06-302026-08-06

BAC BANK OF AMER CORP1.8K shares0.27%2026-06-302026-08-06

VDC VANGUARD WORLD FD460 shares0.44%2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR2.6K shares-44.34%2026-06-302026-08-06

FICS FIRST TR EXCHANGE TRADED FD2.4K shares1.05%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR1.9K shares0.05%2026-06-302026-08-06

YUM YUM BRANDS INC609 shares0.33%2026-06-302026-08-06

Sponsored

HWM HOWMET AEROSPACE INC348 shares0.00%2026-06-302026-08-06

NVT NVENT ELEC PLC534 shares0.00%2026-06-302026-08-06

3M CO 3M CO554 shares0.00%2026-06-302026-08-06

XLSR SSGA ACTIVE TR1.4K shares0.00%2026-06-302026-08-06

TEL TE CONNECTIVITY PLC438 shares0.00%2026-06-302026-08-06

COP CONOCOPHILLIPS834 shares0.00%2026-06-302026-08-06

TRFK PACER FDS TR811 sharesnew addition2026-06-302026-08-06

TGT TARGET CORP644 shares0.16%2026-06-302026-08-06

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD1.2K shares0.00%2026-06-302026-08-06

GILD GILEAD SCIENCES INC652 shares0.15%2026-06-302026-08-06

SCHK SCHWAB STRATEGIC TR2.3K shares-43.19%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR1.5K shares0.27%2026-06-302026-08-06

LLY ELI LILLY & CO66 shares-15.38%2026-06-302026-08-06

FGD FIRST TR EXCHANGE-TRADED FD2.4K shares1.62%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC780 shares-8.77%2026-06-302026-08-06

DAL DELTA AIR LINES INC816 shares0.25%2026-06-302026-08-06

Sponsored

ESBA EMPIRE ST RLTY OP L P13.7K shares0.67%2026-06-302026-08-06

ETN EATON CORP PLC174 shares-7.45%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION504 shares0.20%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC180 shares0.00%2026-06-302026-08-06

SMH VANECK ETF TRUST110 shares0.00%2026-06-302026-08-06

IMCG ISHARES TR725 shares0.00%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO723 shares-46.13%2026-06-302026-08-06

ABT ABBOTT LABORATORIES741 shares0.68%2026-06-302026-08-06

Sponsored

EMN EASTMAN CHEM CO1.0K shares-9.09%2026-06-302026-08-06

ASML ASML HLDG NV33 shares-35.29%2026-06-302026-08-06

RMT ROYCE MICRO-CAP TR INC4.5K shares0.00%2026-06-302026-08-06

DIS DISNEY WALT CO676 shares0.00%2026-06-302026-08-06

AHR AMERICAN HEALTHCARE REIT INC1.2K shares0.48%2026-06-302026-08-06

RSG REPUBLIC SVCS INC300 shares-3.85%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL280 shares0.00%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS220 shares0.00%2026-06-302026-08-06

Sponsored

CORTEVA INC CORTEVA INC729 shares0.14%2026-06-302026-08-06

F FORD MTR CO4.4K shares-17.89%2026-06-302026-08-06

SPSB SPDR SERIES TRUST2.0K shares0.00%2026-06-302026-08-06

SDVY FIRST TR EXCHANGE TRADED FD1.4K shares0.00%2026-06-302026-08-06

FV FIRST TR EXCHANGE TRADED FD800 shares0.13%2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD444 shares0.00%2026-06-302026-08-06

HYS PIMCO ETF TR630 shares1.78%2026-06-302026-08-06

CGGO CAPITAL GROUP GBL GROWTH EQT1.4K shares0.00%2026-06-302026-08-06

Sponsored

GPC GENUINE PARTS CO491 shares0.00%2026-06-302026-08-06

RJF RAYMOND JAMES FINL INC380 shares0.26%2026-06-302026-08-06

AIQ GLOBAL X FDS877 shares85.41%2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP334 sharesnew addition2026-06-302026-08-06

SPEU SPDR INDEX SHS FDS1.0K shares0.00%2026-06-302026-08-06

IWN ISHARES TR248 shares0.40%2026-06-302026-08-06

QCOM QUALCOMM INC287 shares0.00%2026-06-302026-08-06

GWW WW GRAINGER INC39 shares0.00%2026-06-302026-08-06

Sponsored

AEP AMERICAN ELEC PWR CO INC382 shares0.79%2026-06-302026-08-06

CARR CARRIER GLOBAL CORPORATION711 shares0.42%2026-06-302026-08-06

XAR SPDR SERIES TRUST181 shares0.00%2026-06-302026-08-06

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IWO ISHARES TR93 shares0.00%2026-06-302026-08-06

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HDB HDFC BANK LTD280 shares0.00%2026-06-302026-08-06

SPYG SPDR SERIES TRUST60 shares0.00%2026-06-302026-08-06

THC TENET HEALTHCARE CORP38 shares0.00%2026-06-302026-08-06

ITOT

ISHARES TR

-4.85%

Shares1.3M

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-1.23%

Shares254.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.03%

Shares80.5K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

-8.85%

Shares633.3K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-0.16%

Shares186.8K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-2.14%

Shares192.2K

Event2026-06-30

Filed2026-08-06

LDUR

PIMCO ETF TR

0.91%

Shares440.0K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

500.29%

Shares460.5K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-10.90%

Shares470.4K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

6.41%

Shares44.4K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.08%

Shares88.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-0.76%

Shares136.6K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

2.25%

Shares254.5K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-10.14%

Shares235.3K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

17.84%

Shares485.4K

Event2026-06-30

Filed2026-08-06

SMMU

PIMCO ETF TR

-0.24%

Shares401.9K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

94.36%

Shares362.5K

Event2026-06-30

Filed2026-08-06

JSCP

J P MORGAN EXCHANGE TRADED F

15.70%

Shares372.5K

Event2026-06-30

Filed2026-08-06

LMBS

FIRST TR EXCHANGE-TRADED FD

9.98%

Shares346.4K

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

1.91%

Shares5.1K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

3.92%

Shares168.7K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

-2.83%

Shares155.5K

Event2026-06-30

Filed2026-08-06

JPLD

J P MORGAN EXCHANGE TRADED F

3.65%

Shares273.3K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

8.71%

Shares156.9K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

21.75%

Shares153.5K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

2.40%

Shares137.1K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

-7.90%

Shares247.2K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-3.53%

Shares126.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-1.76%

Shares40.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

290.37%

Shares129.7K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

-13.28%

Shares96.3K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

-9.64%

Shares198.7K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

-0.84%

Shares39.3K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

0.37%

Shares60.2K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

8.56%

Shares169.0K

Event2026-06-30

Filed2026-08-06

VCRB

VANGUARD MALVERN FDS

250.22%

Shares111.1K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

104.50%

Shares93.1K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

-5.79%

Shares169.8K

Event2026-06-30

Filed2026-08-06

FTCS

FIRST TR EXCHANGE-TRADED FD

-8.83%

Shares81.0K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

4.61%

Shares23.0K

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

15.47%

Shares130.3K

Event2026-06-30

Filed2026-08-06

VSDB

VANGUARD MALVERN FDS

New

Shares81.7K

Event2026-06-30

Filed2026-08-06

FTSM

FIRST TR EXCHANGE-TRADED FD

-20.02%

Shares102.9K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

1.21%

Shares67.4K

Event2026-06-30

Filed2026-08-06

JQUA

J P MORGAN EXCHANGE TRADED F

5.60%

Shares61.6K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

13.57%

Shares13.1K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-3.66%

Shares36.9K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

-12.32%

Shares77.7K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

97.08%

Shares74.8K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

17.57%

Shares45.5K

Event2026-06-30

Filed2026-08-06

VSDM

VANGUARD MUN BD FDS

New

Shares43.5K

Event2026-06-30

Filed2026-08-06

QGRW

WISDOMTREE TR

1.95%

Shares49.8K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-2.10%

Shares8.6K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

16.01%

Shares18.6K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

-48.94%

Shares58.0K

Event2026-06-30

Filed2026-08-06

VCRM

VANGUARD MUN BD FDS

New

Shares37.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-3.76%

Shares12.4K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

-1.65%

Shares32.5K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

62.33%

Shares75.9K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-9.38%

Shares18.7K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

-4.95%

Shares43.0K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-5.35%

Shares24.3K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

-0.34%

Shares55.5K

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

0.40%

Shares18.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-0.31%

Shares6.5K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-2.50%

Shares9.0K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

0.17%

Shares22.1K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

0.93%

Shares3.9K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

645.66%

Shares14.9K

Event2026-06-30

Filed2026-08-06

XMHQ

INVESCO EXCHANGE TRADED FD T

5.06%

Shares10.4K

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS ETF TR

0.21%

Shares6.7K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.27%

Shares6.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-7.03%

Shares8.7K

Event2026-06-30

Filed2026-08-06

WDFC

WD 40 CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

9.87%

Shares24.8K

Event2026-06-30

Filed2026-08-06

SFNC

SIMMONS FIRST NATL CORP

1.04%

Shares28.9K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

BCAT

BLACKROCK CAP ALLOCATION TER

5.06%

Shares37.5K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

1.68%

Shares1.0K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-4.78%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-3.07%

Shares1.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-11.45%

Shares487

Event2026-06-30

Filed2026-08-06

CPSL

CALAMOS ETF TR

30.63%

Shares18.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-1.90%

Shares1.3K

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-2.01%

Shares6.8K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

0.16%

Shares6.3K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-4.42%

Shares1.3K

Event2026-06-30

Filed2026-08-06

DNL

WISDOMTREE TR

12.92%

Shares10.0K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

0.41%

Shares3.2K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.04%

Shares2.4K

Event2026-06-30

Filed2026-08-06

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

0.07%

Shares2.8K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

0.85%

Shares9.2K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

0.08%

Shares4.8K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.20%

Shares5.1K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.25%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.86%

Shares4.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

0.33%

Shares306

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

-12.75%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.28%

Shares2.9K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

0.28%

Shares11.6K

Event2026-06-30

Filed2026-08-06

AGIX

KRANESHARES TRUST

2728.74%

Shares7.4K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares685

Event2026-06-30

Filed2026-08-06

WAB

WABTEC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

6.26%

Shares458

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-6.21%

Shares2.3K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

INTERNATIONAL PAPER CO

0.25%

Shares8.1K

Event2026-06-30

Filed2026-08-06

FEDEX FGHT HLDG CO INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-64.34%

Shares394

Event2026-06-30

Filed2026-08-06

PMBS

PIMCO ETF TR

152.79%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

PSK

SPDR SERIES TRUST

0.20%

Shares9.2K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

0.33%

Shares3.9K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-06

USIG

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.29%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

0.12%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

-5.53%

Shares734

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

0.00%

Shares933

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

346.10%

Shares4.5K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-1.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

0.05%

Shares2.0K

Event2026-06-30

Filed2026-08-06

DRUP

GRANITESHARES ETF TR

-20.72%

Shares3.7K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

FIXD

FIRST TR EXCHNG TRADED FD VI

1.13%

Shares5.1K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-9.89%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-6.53%

Shares1.5K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-0.64%

Shares618

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.47%

Shares213

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

0.45%

Shares7.8K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-16.67%

Shares180

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

0.00%

Shares633

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.20%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.77%

Shares784

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

0.12%

Shares4.1K

Event2026-06-30

Filed2026-08-06

VISA INC

24.07%

Shares536

Event2026-06-30

Filed2026-08-06

IGIB

ISHARES TR

0.84%

Shares3.4K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE-TRADED FD

108.56%

Shares926

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

0.10%

Shares4.9K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

0.17%

Shares1.2K

Event2026-06-30

Filed2026-08-06

GSST

GOLDMAN SACHS ETF TR

-69.69%

Shares3.2K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

0.10%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

0.45%

Shares4.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

0.30%

Shares989

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-17.89%

Shares849

Event2026-06-30

Filed2026-08-06

CORP

PIMCO ETF TR

1.22%

Shares1.6K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

0.41%

Shares1.5K

Event2026-06-30

Filed2026-08-06

QQQJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AT&T INC

0.69%

Shares7.0K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-4.82%

Shares375

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

0.69%

Shares875

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.30%

Shares665

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

0.52%

Shares1.3K

Event2026-06-30

Filed2026-08-06

OXY

OCCIDENTAL PETE CORP

0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares260

Event2026-06-30

Filed2026-08-06

FUMB

FIRST TR EXCH TRADED FD III

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

0.00%

Shares401

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

0.16%

Shares1.8K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-0.73%

Shares273

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

0.45%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares190

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

1.89%

Shares1.1K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

0.27%

Shares1.8K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

0.44%

Shares460

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

-44.34%

Shares2.6K

Event2026-06-30

Filed2026-08-06

FICS

FIRST TR EXCHANGE TRADED FD

1.05%

Shares2.4K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

0.05%

Shares1.9K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

0.33%

Shares609

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

0.00%

Shares348

Event2026-06-30

Filed2026-08-06

NVT

NVENT ELEC PLC

0.00%

Shares534

Event2026-06-30

Filed2026-08-06

3M CO

0.00%

Shares554

Event2026-06-30

Filed2026-08-06

XLSR

SSGA ACTIVE TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

TEL

TE CONNECTIVITY PLC

0.00%

Shares438

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.00%

Shares834

Event2026-06-30

Filed2026-08-06

TRFK

PACER FDS TR

New

Shares811

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

0.16%

Shares644

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

0.15%

Shares652

Event2026-06-30

Filed2026-08-06

SCHK

SCHWAB STRATEGIC TR

-43.19%

Shares2.3K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

0.27%

Shares1.5K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-15.38%

Shares66

Event2026-06-30

Filed2026-08-06

FGD

FIRST TR EXCHANGE-TRADED FD

1.62%

Shares2.4K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-8.77%

Shares780

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

0.25%

Shares816

Event2026-06-30

Filed2026-08-06

ESBA

EMPIRE ST RLTY OP L P

0.67%

Shares13.7K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-7.45%

Shares174

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

0.20%

Shares504

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

0.00%

Shares180

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

0.00%

Shares110

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES TR

0.00%

Shares725

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

-46.13%

Shares723

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

0.68%

Shares741

Event2026-06-30

Filed2026-08-06

EMN

EASTMAN CHEM CO

-9.09%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

-35.29%

Shares33

Event2026-06-30

Filed2026-08-06

RMT

ROYCE MICRO-CAP TR INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

0.00%

Shares676

Event2026-06-30

Filed2026-08-06

AHR

AMERICAN HEALTHCARE REIT INC

0.48%

Shares1.2K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

-3.85%

Shares300

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

0.00%

Shares280

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares220

Event2026-06-30

Filed2026-08-06

CORTEVA INC

0.14%

Shares729

Event2026-06-30

Filed2026-08-06

FORD MTR CO

-17.89%

Shares4.4K

Event2026-06-30

Filed2026-08-06

SPSB

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

FIRST TR EXCHANGE TRADED FD

0.13%

Shares800

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares444

Event2026-06-30

Filed2026-08-06

HYS

PIMCO ETF TR

1.78%

Shares630

Event2026-06-30

Filed2026-08-06

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

0.00%

Shares491

Event2026-06-30

Filed2026-08-06

RJF

RAYMOND JAMES FINL INC

0.26%

Shares380

Event2026-06-30

Filed2026-08-06

AIQ

GLOBAL X FDS

85.41%

Shares877

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares334

Event2026-06-30

Filed2026-08-06

SPEU

SPDR INDEX SHS FDS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

0.40%

Shares248

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

0.00%

Shares287

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

0.00%

Shares39

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

0.79%

Shares382

Event2026-06-30

Filed2026-08-06

CARR

CARRIER GLOBAL CORPORATION

0.42%

Shares711

Event2026-06-30

Filed2026-08-06

XAR

SPDR SERIES TRUST

0.00%

Shares181

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

150.49%

Shares1.0K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

701.89%

Shares425

Event2026-06-30

Filed2026-08-06

IBTL

ISHARES TR

1.02%

Shares2.5K

Event2026-06-30

Filed2026-08-06

PFGC

PERFORMANCE FOOD GROUP CO

0.00%

Shares447

Event2026-06-30

Filed2026-08-06

ORACLE CORP

0.00%

Shares338

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

-17.30%

Shares478

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.00%

Shares675

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

0.00%

Shares145

Event2026-06-30

Filed2026-08-06

IBTG

ISHARES TR

0.95%

Shares2.1K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

0.23%

Shares439

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

-17.97%

Shares178

Event2026-06-30

Filed2026-08-06

UCON

FIRST TR EXCHNG TRADED FD VI

1.09%

Shares1.9K

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

0.94%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ADSK

AUTODESK INC

0.00%

Shares247

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

0.00%

Shares750

Event2026-06-30

Filed2026-08-06

DEO

DIAGEO PLC

0.00%

Shares581

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

0.00%

Shares61

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

0.00%

Shares597

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares116

Event2026-06-30

Filed2026-08-06

IHDG

WISDOMTREE TR

1.39%

Shares877

Event2026-06-30

Filed2026-08-06

IBTJ

ISHARES TR

0.96%

Shares2.1K

Event2026-06-30

Filed2026-08-06

IBTK

ISHARES TR

0.96%

Shares2.3K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-7.61%

Shares534

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW

1.07%

Shares1.8K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

1.48%

Shares411

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

0.40%

Shares993

Event2026-06-30

Filed2026-08-06

LYFT INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IVES

WEDBUSH SER TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PNR

PENTAIR PLC

0.00%

Shares534

Event2026-06-30

Filed2026-08-06

ARGENX SE

0.00%

Shares44

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

0.43%

Shares701

Event2026-06-30

Filed2026-08-06

PFG

PRINCIPAL FINANCIAL GROUP IN

0.54%

Shares369

Event2026-06-30

Filed2026-08-06

LDSF

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

0.00%

Shares172

Event2026-06-30

Filed2026-08-06

OUSA

ALPS ETF TR

0.00%

Shares662

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

-28.55%

Shares493

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

0.00%

Shares138

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.26%

Shares781

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-28.39%

Shares169

Event2026-06-30

Filed2026-08-06

SLVM

SYLVAMO CORP

1.10%

Shares1.0K

Event2026-06-30

Filed2026-08-06

BP PLC

-8.92%

Shares1.0K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

0.00%

Shares93

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

1.44%

Shares353

Event2026-06-30

Filed2026-08-06

UNILEVER PLC

1.35%

Shares602

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-15.99%

Shares352

Event2026-06-30

Filed2026-08-06

TDVG

T ROWE PRICE EXCHANGE-TRADED

0.28%

Shares722

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-28.68%

Shares490

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

0.41%

Shares245

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

0.57%

Shares177

Event2026-06-30

Filed2026-08-06

APPLIED INDL TECHNOLOGIES IN

0.00%

Shares103

Event2026-06-30

Filed2026-08-06

SWK

STANLEY BLACK & DECKER INC

1.11%

Shares365

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-12.28%

Shares100

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

0.00%

Shares79

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.00%

Shares240

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares149

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares149

Event2026-06-30

Filed2026-08-06

MICROCHIP TECHNOLOGY INC.

0.00%

Shares360

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

0.00%

Shares216

Event2026-06-30

Filed2026-08-06

XSHQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares675

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

-70.70%

Shares46

Event2026-06-30

Filed2026-08-06

ARK ETF TR

0.00%

Shares391

Event2026-06-30

Filed2026-08-06

DATADOG INC

0.00%

Shares120

Event2026-06-30

Filed2026-08-06

DIVO

AMPLIFY ETF TR

1.20%

Shares673

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares317

Event2026-06-30

Filed2026-08-06

COMP

COMPASS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares101

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

105.80%

Shares603

Event2026-06-30

Filed2026-08-06

SHE

SPDR SERIES TRUST

0.52%

Shares193

Event2026-06-30

Filed2026-08-06

FHN

FIRST HORIZON CORPORATION

0.26%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AVY

AVERY DENNISON CORP

0.56%

Shares180

Event2026-06-30

Filed2026-08-06

ADOBE INC

0.00%

Shares140

Event2026-06-30

Filed2026-08-06

GARP

ISHARES TR

0.29%

Shares341

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares466

Event2026-06-30

Filed2026-08-06

RIO

RIO TINTO PLC

2.46%

Shares292

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

0.69%

Shares145

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares109

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

0.00%

Shares38

Event2026-06-30

Filed2026-08-06

EWX

SPDR INDEX SHS FDS

-55.29%

Shares359

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

0.00%

Shares27

Event2026-06-30

Filed2026-08-06

PEG

PUBLIC SVC ENTERPRISE GROUP

0.93%

Shares326

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

0.00%

Shares231

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

0.00%

Shares240

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares781

Event2026-06-30

Filed2026-08-06

TTE

TOTALENERGIES SE

0.00%

Shares334

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-54.40%

Shares83

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

0.75%

Shares1.1K

Event2026-06-30

Filed2026-08-06

NWG

NATWEST GROUP PLC

1.25%

Shares1.5K

Event2026-06-30

Filed2026-08-06

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares402

Event2026-06-30

Filed2026-08-06

CLH

CLEAN HARBORS INC

0.00%

Shares86

Event2026-06-30

Filed2026-08-06

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares960

Event2026-06-30

Filed2026-08-06

TECB

ISHARES TR

0.00%

Shares354

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

0.88%

Shares461

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

0.00%

Shares212

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

1.09%

Shares278

Event2026-06-30

Filed2026-08-06

VST

VISTRA CORP

0.00%

Shares155

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

0.00%

Shares70

Event2026-06-30

Filed2026-08-06

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

MDYG

SPDR SERIES TRUST

0.00%

Shares213

Event2026-06-30

Filed2026-08-06

CLSE

TRUST FOR PROFESSIONAL MANAG

0.00%

Shares700

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

0.00%

Shares66

Event2026-06-30

Filed2026-08-06

BDX

BECTON DICKINSON & CO

0.65%

Shares155

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-10.42%

Shares86

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP

0.09%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

0.48%

Shares208

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INC

0.00%

Shares22

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

0.00%

Shares10

Event2026-06-30

Filed2026-08-06

APPLOVIN CORP

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SERIES TRUST

0.54%

Shares186

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares44

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

-48.49%

Shares239

Event2026-06-30

Filed2026-08-06

LAZ

LAZARD INC

1.15%

Shares526

Event2026-06-30

Filed2026-08-06

PSR

INVESCO ACTIVELY MANAGED EXC

0.94%

Shares215

Event2026-06-30

Filed2026-08-06

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares192

Event2026-06-30

Filed2026-08-06

AIG

AMERICAN INTL GROUP INC

0.00%

Shares292

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

0.00%

Shares22

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.00%

Shares231

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-20.69%

Shares23

Event2026-06-30

Filed2026-08-06

ASTRAZENECA PLC

0.00%

Shares113

Event2026-06-30

Filed2026-08-06

DDWM

WISDOMTREE TR

1.55%

Shares459

Event2026-06-30

Filed2026-08-06

MDYV

SPDR SERIES TRUST

0.45%

Shares221

Event2026-06-30

Filed2026-08-06

EPR

EPR PPTYS

-35.44%

Shares357

Event2026-06-30

Filed2026-08-06

SLYV

SPDR SERIES TRUST

0.53%

Shares189

Event2026-06-30

Filed2026-08-06

BOEING CO

0.00%

Shares95

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares767

Event2026-06-30

Filed2026-08-06

CWB

SPDR SERIES TRUST

0.53%

Shares188

Event2026-06-30

Filed2026-08-06

AAXJ

ISHARES TR

0.60%

Shares168

Event2026-06-30

Filed2026-08-06

CRBG

COREBRIDGE FINL INC

0.00%

Shares695

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares67

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P

-16.42%

Shares1.0K

Event2026-06-30

Filed2026-08-06

TECK

TECK RESOURCES LTD

0.00%

Shares322

Event2026-06-30

Filed2026-08-06

FYX

FIRST TR EXCHANGE-TRADED ALP

0.76%

Shares133

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

1.92%

Shares53

Event2026-06-30

Filed2026-08-06

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

0.49%

Shares206

Event2026-06-30

Filed2026-08-06

IMCV

ISHARES TR

0.49%

Shares206

Event2026-06-30

Filed2026-08-06

BOTZ

GLOBAL X FDS

0.00%

Shares495

Event2026-06-30

Filed2026-08-06

BBVA

BANCO BILBAO VIZCAYA ARGENTA

0.00%

Shares748

Event2026-06-30

Filed2026-08-06

WCC

WESCO INTL INC

0.00%

Shares54

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

-43.67%

Shares507

Event2026-06-30

Filed2026-08-06

TLN

TALEN ENERGY CORP

0.00%

Shares48

Event2026-06-30

Filed2026-08-06

HOG

HARLEY DAVIDSON INC

0.00%

Shares752

Event2026-06-30

Filed2026-08-06

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

FEZ

SPDR INDEX SHS FDS

1.58%

Shares257

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

New

Shares312

Event2026-06-30

Filed2026-08-06

ING

ING GROEP N.V.

2.60%

Shares553

Event2026-06-30

Filed2026-08-06

SPYD

SPDR SERIES TRUST

0.00%

Shares362

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

1.27%

Shares160

Event2026-06-30

Filed2026-08-06

OMF

ONEMAIN HLDGS INC

0.00%

Shares281

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

0.00%

Shares71

Event2026-06-30

Filed2026-08-06

PYPL

PAYPAL HLDGS INC

0.00%

Shares389

Event2026-06-30

Filed2026-08-06

PLAINS GP HLDGS L P

0.00%

Shares690

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INC

0.00%

Shares166

Event2026-06-30

Filed2026-08-06

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares308

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

0.00%

Shares52

Event2026-06-30

Filed2026-08-06

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares81

Event2026-06-30

Filed2026-08-06

PPL CORP

0.00%

Shares441

Event2026-06-30

Filed2026-08-06

TSME

THRIVENT ETF TRUST

-55.96%

Shares303

Event2026-06-30

Filed2026-08-06

VANECK ETF TRUST

0.00%

Shares210

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-8.26%

Shares100

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.00%

Shares58

Event2026-06-30

Filed2026-08-06

XYZ

BLOCK INC

0.00%

Shares205

Event2026-06-30

Filed2026-08-06

ZILLOW GROUP INC

0.00%

Shares493

Event2026-06-30

Filed2026-08-06

CANC

TEMA ETF TRUST

0.00%

Shares376

Event2026-06-30

Filed2026-08-06

ROBT

FIRST TR EXCHANGE TRADED FD

0.00%

Shares275

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

0.00%

Shares121

Event2026-06-30

Filed2026-08-06

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares70

Event2026-06-30

Filed2026-08-06

MTG

MGIC INVT CORP WIS

0.00%

Shares537

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

0.00%

Shares59

Event2026-06-30

Filed2026-08-06

PCG

PG&E CORP

0.00%

Shares870

Event2026-06-30

Filed2026-08-06

OTIS

OTIS WORLDWIDE CORP

0.49%

Shares204

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.00%

Shares28

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

1.72%

Shares59

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

-51.75%

Shares55

Event2026-06-30

Filed2026-08-06

BTI

BRITISH AMERN TOB PLC

1.34%

Shares227

Event2026-06-30

Filed2026-08-06

ICF

ISHARES TR

0.49%

Shares204

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.00%

Shares28

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

1.64%

Shares62

Event2026-06-30

Filed2026-08-06

SAP

SAP SE

0.00%

Shares88

Event2026-06-30

Filed2026-08-06

TEMA ETF TRUST

New

Shares445

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares63

Event2026-06-30

Filed2026-08-06

VEGI

ISHARES INC

0.67%

Shares302

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

0.78%

Shares130

Event2026-06-30

Filed2026-08-06

RWL

INVESCO EXCH TRADED FD TR II

0.97%

Shares104

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

0.47%

Shares424

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

-21.00%

Shares79

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.00%

Shares26

Event2026-06-30

Filed2026-08-06

FDL

FIRST TR EXCHANGE-TRADED FD

1.13%

Shares269

Event2026-06-30

Filed2026-08-06

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares150

Event2026-06-30

Filed2026-08-06

ICOW

PACER FDS TR

0.65%

Shares312

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC

0.00%

Shares29

Event2026-06-30

Filed2026-08-06

MUSA

MURPHY USA INC

0.00%

Shares24

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

0.00%

Shares61

Event2026-06-30

Filed2026-08-06

ELAN

ELANCO ANIMAL HEALTH INC

0.00%

Shares511

Event2026-06-30

Filed2026-08-06

APOLLO GLOBAL MGMT INC

0.00%

Shares104

Event2026-06-30

Filed2026-08-06

SJM

SMUCKER J M CO

0.93%

Shares108

Event2026-06-30

Filed2026-08-06

RELX

RELX PLC

0.53%

Shares379

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

0.00%

Shares76

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares127

Event2026-06-30

Filed2026-08-06

EPOL

ISHARES TR

0.67%

Shares302

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

1.26%

Shares241

Event2026-06-30

Filed2026-08-06

THRO

BLACKROCK ETF TRUST

0.00%

Shares260

Event2026-06-30

Filed2026-08-06

BUNGE GLOBAL SA

0.97%

Shares104

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

0.00%

Shares21

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

0.37%

Shares269

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

0.00%

Shares25

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

-24.49%

Shares37

Event2026-06-30

Filed2026-08-06

FDVV

FIDELITY COVINGTON TRUST

1.12%

Shares180

Event2026-06-30

Filed2026-08-06

EQT

EQT CORP

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

NCIQ

HASHDEX NASDAQ CME CRYPTO

New

Shares723

Event2026-06-30

Filed2026-08-06

NVO

NOVO-NORDISK A S

2.36%

Shares217

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares286

Event2026-06-30

Filed2026-08-06

SEA LTD

0.00%

Shares107

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

0.00%

Shares31

Event2026-06-30

Filed2026-08-06

ALIBABA GROUP HLDG LTD

0.00%

Shares105

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

0.83%

Shares122

Event2026-06-30

Filed2026-08-06

QNITY ELECTRONICS INC

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.00%

Shares130

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

ROAD

CONSTRUCTION PARTNERS INC

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

YUMC

YUM CHINA HLDGS INC

0.85%

Shares238

Event2026-06-30

Filed2026-08-06

TEI

TEMPLETON EMERGING MKTS INCO

2.28%

Shares1.4K

Event2026-06-30

Filed2026-08-06

JOE

ST JOE CO

0.00%

Shares154

Event2026-06-30

Filed2026-08-06

SPGP

INVESCO EXCHANGE TRADED FD T

1.28%

Shares79

Event2026-06-30

Filed2026-08-06

FORM

FORMFACTOR INC

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.00%

Shares15

Event2026-06-30

Filed2026-08-06

CAKE

CHEESECAKE FACTORY INC

0.00%

Shares118

Event2026-06-30

Filed2026-08-06

ENI SPA

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

-69.70%

Shares60

Event2026-06-30

Filed2026-08-06

SMA

SMARTSTOP SELF STORAG REIT I

1.45%

Shares279

Event2026-06-30

Filed2026-08-06

DXYZ

DESTINY TECH100 INC

0.00%

Shares346

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

0.94%

Shares107

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.95%

Shares106

Event2026-06-30

Filed2026-08-06

TMUS

T-MOBILE US INC

0.00%

Shares51

Event2026-06-30

Filed2026-08-06

TELADOC HEALTH INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ETJ

EATON VANCE RISK-MANAGED DIV

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

-19.05%

Shares17

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

0.00%

Shares39

Event2026-06-30

Filed2026-08-06

RBC

RBC BEARINGS INC

0.00%

Shares13

Event2026-06-30

Filed2026-08-06

WTV

WISDOMTREE TR

0.00%

Shares82

Event2026-06-30

Filed2026-08-06

GCOW

PACER FDS TR

1.06%

Shares191

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

2.50%

Shares41

Event2026-06-30

Filed2026-08-06

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.00%

Shares102

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

-45.95%

Shares60

Event2026-06-30

Filed2026-08-06

ALLIANCEBERNSTEIN HLDG L P

0.00%

Shares226

Event2026-06-30

Filed2026-08-06

LIBERTY MEDIA CORP DEL

0.00%

Shares83

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD

New

Shares276

Event2026-06-30

Filed2026-08-06

VSDA

VICTORY PORTFOLIOS II

0.75%

Shares135

Event2026-06-30

Filed2026-08-06

ADVANCED ENERGY INDS

0.00%

Shares21

Event2026-06-30

Filed2026-08-06

RACE

FERRARI N V

0.00%

Shares21

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY S A

0.00%

Shares17

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

0.00%

Shares28

Event2026-06-30

Filed2026-08-06

ZILLOW GROUP INC

0.00%

Shares247

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

91.25%

Shares153

Event2026-06-30

Filed2026-08-06

WAT

WATERS CORP

0.00%

Shares20

Event2026-06-30

Filed2026-08-06

ZOETIS INC

-39.18%

Shares104

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

0.00%

Shares44

Event2026-06-30

Filed2026-08-06

JLL

JONES LANG LASALLE INC

0.00%

Shares24

Event2026-06-30

Filed2026-08-06

LULU

LULULEMON ATHLETICA INC

-60.61%

Shares65

Event2026-06-30

Filed2026-08-06

HDB

HDFC BANK LTD

0.00%

Shares280

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

THC

TENET HEALTHCARE CORP

0.00%

Shares38

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available