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

Currently, United Advisor Group, LLC holds 527 types of securities in its portfolio with a total value $942.1M. In the most recent quarter, they have increased their positions in QGRW (+77.0K shares, valued at $5.1M), VUG (+58.8K shares, valued at $5.1M), SPIB (+104.8K shares, valued at $3.5M); decreased their positions in NBIS (-13.8K shares, valued at $3.8M), SCHG (-106.8K shares, valued at $3.6M), AMD (-5.6K shares, valued at $3.2M); initiated new positions in SPIB (+104.8K shares, valued at $3.5M), AVUV (+24.6K shares, valued at $3.1M), BW (+214.8K shares, valued at $3.0M).

1M P&L

+5.4M+0.66%

3M P&L

+26.6M+3.36%

HY P&L

+34.2M+4.35%

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/A578.0M

67.6%

2Semiconductors52.2M

6.1%

3Consumer Electronics25.5M

3.0%

Top Industries by Stock Count

1N/A302 stocks

63.4%

2Asset Management16 stocks

3.4%

3Semiconductors12 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION144.0K shares-0.63%2026-06-302026-07-29

AAPL APPLE INC88.1K shares0.34%2026-06-302026-07-29

STRV EA SERIES TRUST391.3K shares3.11%2026-06-302026-07-29

ACIO ETF SER SOLUTIONS379.0K shares3.99%2026-06-302026-07-29

AMZN AMAZON COM INC71.9K shares-2.34%2026-06-302026-07-29

MSFT MICROSOFT CORP42.9K shares11.66%2026-06-302026-07-29

RDVY FIRST TR EXCHANGE TRADED FD179.3K shares3.02%2026-06-302026-07-29

DGRW WISDOMTREE TR141.8K shares1.13%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC36.1K shares-2.69%2026-06-302026-07-29

DLN WISDOMTREE TR124.8K shares2.30%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR407.2K shares-0.54%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC99.7K shares1.11%2026-06-302026-07-29

OSCV ETF SER SOLUTIONS274.8K shares5.06%2026-06-302026-07-29

SPYG SPDR SERIES TRUST94.3K shares2.84%2026-06-302026-07-29

TDVG T ROWE PRICE EXCHANGE-TRADED200.7K shares0.57%2026-06-302026-07-29

DRSK ETF SER SOLUTIONS309.4K shares4.99%2026-06-302026-07-29

Sponsored

FRDM EA SERIES TRUST113.0K shares18.88%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC14.0K shares-28.53%2026-06-302026-07-29

MSMR ETF SER SOLUTIONS229.8K shares5.15%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST195.5K shares3.00%2026-06-302026-07-29

DON WISDOMTREE TR142.0K shares0.38%2026-06-302026-07-29

TSLA TESLA INC19.1K shares2.60%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.8K shares3.27%2026-06-302026-07-29

VTV VANGUARD INDEX FDS35.3K shares1.91%2026-06-302026-07-29

Sponsored

UPS UNITED PARCEL SVCS INC71.5K shares-0.71%2026-06-302026-07-29

DGRS WISDOMTREE TR127.7K shares2.44%2026-06-302026-07-29

VOO VANGUARD INDEX FDS10.7K shares1.43%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS99.9K shares0.06%2026-06-302026-07-29

FYLD CAMBRIA ETF TR183.2K shares5.27%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC11.8K shares0.67%2026-06-302026-07-29

QGRW WISDOMTREE TR95.5K shares417.04%2026-06-302026-07-29

SYLD CAMBRIA ETF TR78.2K shares6.78%2026-06-302026-07-29

Sponsored

QQQM INVESCO EXCH TRADED FD TR II20.4K shares2.18%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC5.3K shares-2.32%2026-06-302026-07-29

SPYV SPDR SERIES TRUST99.6K shares8.02%2026-06-302026-07-29

VUG VANGUARD INDEX FDS69.9K shares530.00%2026-06-302026-07-29

KHPI MANAGED PORTFOLIO SER226.7K shares-3.16%2026-06-302026-07-29

IEMG ISHARES INC69.7K shares-3.87%2026-06-302026-07-29

CGXU CAPITAL GROUP INTL FOCUS EQT166.5K shares1.34%2026-06-302026-07-29

WTV WISDOMTREE TR54.2K shares91.75%2026-06-302026-07-29

Sponsored

CSRE COHEN & STEERS ETF TRUST191.6K shares10.93%2026-06-302026-07-29

EYLD CAMBRIA ETF TR118.0K shares6.23%2026-06-302026-07-29

IJR ISHARES TR34.7K shares4.12%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR133.5K shares1.64%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR132.0K shares-2.09%2026-06-302026-07-29

JCPB J P MORGAN EXCHANGE TRADED F100.8K shares4.87%2026-06-302026-07-29

HTRB HARTFORD FDS EXCHANGE TRADED138.5K shares2.94%2026-06-302026-07-29

GSEW GOLDMAN SACHS ETF TR49.5K shares3.45%2026-06-302026-07-29

Sponsored

WMT WALMART INC41.0K shares3.40%2026-06-302026-07-29

ISHARES TR ISHARES TR46.8K shares1.46%2026-06-302026-07-29

ARDC ARES DYNAMIC CR ALLOCATION F354.0K shares-1.35%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS60.0K shares14.09%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR129.4K shares-45.22%2026-06-302026-07-29

ISHARES TR ISHARES TR5.7K shares28.03%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR129.5K shares7.15%2026-06-302026-07-29

BAI BLACKROCK ETF TRUST76.7K shares1.39%2026-06-302026-07-29

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED94.8K shares23.54%2026-06-302026-07-29

SDVY FIRST TR EXCHANGE TRADED FD89.1K shares9.67%2026-06-302026-07-29

DPG DUFF & PHELPS UTLITY AND INF253.7K shares-18.11%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS73.4K shares39.13%2026-06-302026-07-29

PG PROCTER & GAMBLE CO25.2K shares0.91%2026-06-302026-07-29

DIVO AMPLIFY ETF TR78.8K shares13.77%2026-06-302026-07-29

BALI BLACKROCK ETF TRUST105.6K shares11.35%2026-06-302026-07-29

FPE FIRST TR EXCH TRADED FD III198.2K shares3.78%2026-06-302026-07-29

Sponsored

DGS WISDOMTREE TR54.7K shares0.90%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST51.7K shares3.15%2026-06-302026-07-29

SPIB SPDR SERIES TRUST104.8K sharesnew addition2026-06-302026-07-29

VIGI VANGUARD WHITEHALL FDS37.5K shares5.63%2026-06-302026-07-29

OCSL OAKTREE SPECIALTY LENDING293.1K shares2.60%2026-06-302026-07-29

REGL PROSHARES TR38.2K shares0.79%2026-06-302026-07-29

SGOV ISHARES TR33.8K shares90.06%2026-06-302026-07-29

JUCY ETF SER SOLUTIONS152.9K shares1.27%2026-06-302026-07-29

Sponsored

JPST J P MORGAN EXCHANGE TRADED F66.3K shares-11.23%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F58.9K shares-0.52%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR17.1K shares-7.56%2026-06-302026-07-29

ASML ASML HLDG NV1.6K shares-0.43%2026-06-302026-07-29

QQQ INVESCO QQQ TR4.4K shares7.22%2026-06-302026-07-29

BIL SPDR SERIES TRUST34.7K shares109.13%2026-06-302026-07-29

VISA INC VISA INC9.1K shares10.78%2026-06-302026-07-29

GBDC GOLUB CAP BDC INC243.0K shares0.28%2026-06-302026-07-29

Sponsored

IMCB ISHARES TR32.3K shares5.10%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR24.6K sharesnew addition2026-06-302026-07-29

FSK FS KKR CAP CORP290.9K shares1.33%2026-06-302026-07-29

BW BABCOCK & WILCOX ENTERPRISES214.8K sharesnew addition2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS8.1K shares28.72%2026-06-302026-07-29

IVW ISHARES TR21.8K shares7.75%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC70.2K shares3.98%2026-06-302026-07-29

IDEV ISHARES TR33.3K shares20.37%2026-06-302026-07-29

Sponsored

BNDX VANGUARD CHARLOTTE FDS60.4K shares7.51%2026-06-302026-07-29

STARWOOD PPTY TR INC STARWOOD PPTY TR INC177.0K shares1.87%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.8K shares1.48%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC15.4K shares1.64%2026-06-302026-07-29

CGCB CAPITAL GRP FIXED INCM ETF T105.4K shares5.21%2026-06-302026-07-29

IWM ISHARES TR9.2K shares9.96%2026-06-302026-07-29

GOOG ALPHABET INC7.7K shares0.90%2026-06-302026-07-29

BROADCOM INC BROADCOM INC7.2K shares34.97%2026-06-302026-07-29

Sponsored

MFIC MIDCAP FINANCIAL INVSTMNT CO264.8K shares-1.93%2026-06-302026-07-29

IREN IREN LIMITED57.6K shares43.33%2026-06-302026-07-29

SUB ISHARES TR24.4K shares30.42%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L69.5K shares-0.02%2026-06-302026-07-29

IMCG ISHARES TR25.9K shares3.40%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST28.9K shares50.53%2026-06-302026-07-29

MO ALTRIA GROUP INC35.2K shares-0.54%2026-06-302026-07-29

SHOP SHOPIFY INC22.1K shares3.15%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR26.0K shares0.27%2026-06-302026-07-29

SMDV PROSHARES TR32.4K shares0.34%2026-06-302026-07-29

IEF ISHARES TR26.4K shares4.30%2026-06-302026-07-29

RLY SSGA ACTIVE ETF TR70.8K shares2.86%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F40.9K shares2.82%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares-3.18%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST44.7K sharesnew addition2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC3.3K shares9.74%2026-06-302026-07-29

Sponsored

JNJ JOHNSON & JOHNSON9.0K shares2.38%2026-06-302026-07-29

CAT CATERPILLAR INC2.1K shares3.87%2026-06-302026-07-29

IWP ISHARES TR15.4K shares7.09%2026-06-302026-07-29

AVLV AMERICAN CENTY ETF TR23.8K sharesnew addition2026-06-302026-07-29

PFE PFIZER INC89.1K shares-1.29%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS7.5K shares24.92%2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP113.1K shares0.83%2026-06-302026-07-29

SCHP SCHWAB STRATEGIC TR78.6K shares3.93%2026-06-302026-07-29

Sponsored

BLCR BLACKROCK ETF TRUST41.3K shares5.49%2026-06-302026-07-29

SPHY SPDR SERIES TRUST88.1K shares10.99%2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F40.3K shares-1.76%2026-06-302026-07-29

SEIM SEI EXCHANGE TRADED FUNDS36.1K shares-5.92%2026-06-302026-07-29

CVX CHEVRON CORPORATION12.2K shares-1.96%2026-06-302026-07-29

IWD ISHARES TR8.3K shares8.83%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR56.4K shares22.27%2026-06-302026-07-29

SEIV SEI EXCHANGE TRADED FUNDS40.8K shares-4.85%2026-06-302026-07-29

Sponsored

INTC INTEL CORP14.0K shares14.15%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR43.0K shares28.17%2026-06-302026-07-29

TTEQ T ROWE PRICE EXCHANGE-TRADED42.9K shares19.69%2026-06-302026-07-29

LLY ELI LILLY & CO1.6K shares17.37%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC15.8K shares-1.64%2026-06-302026-07-29

PGR PROGRESSIVE CORP8.5K shares-1.36%2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST22.6K sharesnew addition2026-06-302026-07-29

GSY INVESCO ACTIVELY MANAGED EXC36.3K shares40.82%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC14.1K shares-7.55%2026-06-302026-07-29

KO COCA COLA CO22.1K shares9.01%2026-06-302026-07-29

FLRN SPDR SERIES TRUST56.6K sharesnew addition2026-06-302026-07-29

TOUS T ROWE PRICE EXCHANGE-TRADED45.2K shares7.29%2026-06-302026-07-29

NBIS NEBIUS GROUP N.V.6.3K shares-68.83%2026-06-302026-07-29

THRO BLACKROCK ETF TRUST40.0K shares4.97%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares4.78%2026-06-302026-07-29

CGBL CAPITAL GROUP CORE BALANCED45.2K shares10.25%2026-06-302026-07-29

Sponsored

MUB ISHARES TR15.8K shares-10.61%2026-06-302026-07-29

CGGR CAPITAL GROUP GROWTH ETF35.5K shares8.07%2026-06-302026-07-29

CBSH COMMERCE BANCSHARES INC28.9K shares0.03%2026-06-302026-07-29

ARK ETF TR ARK ETF TR20.6K shares-10.63%2026-06-302026-07-29

SPAB SPDR SERIES TRUST64.9K shares3.29%2026-06-302026-07-29

CGCP CAPITAL GRP FIXED INCM ETF T73.6K shares-0.50%2026-06-302026-07-29

ADME ETF SER SOLUTIONS29.4K shares3.10%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO28.2K shares2.46%2026-06-302026-07-29

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD8.3K shares18.57%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.5K shares0.52%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR54.6K shares-1.11%2026-06-302026-07-29

QUANTA SVCS INC QUANTA SVCS INC2.1K shares3.11%2026-06-302026-07-29

VBR VANGUARD INDEX FDS6.0K shares2.14%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares5.47%2026-06-302026-07-29

ABBVIE INC ABBVIE INC5.7K shares-1.03%2026-06-302026-07-29

CRWV COREWEAVE INC14.3K shares-6.68%2026-06-302026-07-29

Sponsored

LRCX LAM RESEARCH CORP3.3K shares24.44%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC4.1K shares82.68%2026-06-302026-07-29

SCHO SCHWAB STRATEGIC TR57.2K shares-6.34%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC13.9K shares54.96%2026-06-302026-07-29

MCD MCDONALDS CORP5.1K shares-1.56%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.8K shares204.90%2026-06-302026-07-29

ARM ARM HOLDINGS PLC3.9K shares-6.71%2026-06-302026-07-29

CLOI VANECK ETF TRUST25.8K sharesnew addition2026-06-302026-07-29

Sponsored

NLY ANNALY CAPITAL MANAGEMENT IN60.3K shares2.13%2026-06-302026-07-29

CLIP GLOBAL X FDS13.4K shares21.32%2026-06-302026-07-29

MTUM ISHARES TR3.9K shares40.77%2026-06-302026-07-29

IHDG WISDOMTREE TR25.0K shares-5.25%2026-06-302026-07-29

BOXX EA SERIES TRUST11.0K shares-1.83%2026-06-302026-07-29

IJH ISHARES TR16.7K shares10.76%2026-06-302026-07-29

HD HOME DEPOT INC3.6K shares-0.25%2026-06-302026-07-29

IWF ISHARES TR10.3K shares290.51%2026-06-302026-07-29

Sponsored

GE GE AEROSPACE3.3K shares3.57%2026-06-302026-07-29

GQGU ADVISORS INNER CIRCLE FD III49.1K shares1.30%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.0K shares-7.28%2026-06-302026-07-29

SHLD GLOBAL X FDS20.6K shares37.24%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC4.1K sharesnew addition2026-06-302026-07-29

CINF CINCINNATI FINL CORP6.6K shares-0.15%2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II7.6K shares-2.01%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD13.3K shares13.35%2026-06-302026-07-29

Sponsored

BUYW NORTHERN LTS FD TR IV82.9K shares20.10%2026-06-302026-07-29

SPEM SPDR INDEX SHS FDS23.1K shares19.09%2026-06-302026-07-29

ICVT ISHARES TR9.8K shares-1.33%2026-06-302026-07-29

KGS KODIAK GAS SVCS INC15.9K shares0.00%2026-06-302026-07-29

DFAS DIMENSIONAL ETF TRUST14.1K sharesnew addition2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO12.1K shares7.34%2026-06-302026-07-29

JMST J P MORGAN EXCHANGE TRADED F22.6K shares-1.30%2026-06-302026-07-29

VGT VANGUARD WORLD FD9.6K shares643.19%2026-06-302026-07-29

Sponsored

TLT ISHARES TR13.2K shares-6.15%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INC6.4K shares1.78%2026-06-302026-07-29

GAIN GLADSTONE INVT CORP72.2K shares-6.99%2026-06-302026-07-29

3M CO 3M CO6.8K shares2.66%2026-06-302026-07-29

BAC BANK OF AMER CORP19.4K shares-33.26%2026-06-302026-07-29

IGIB ISHARES TR20.8K shares3.60%2026-06-302026-07-29

QTEC FIRST TR EXCHANGE-TRADED FD3.3K shares0.22%2026-06-302026-07-29

EMMF WISDOMTREE TR28.1K shares21.26%2026-06-302026-07-29

Sponsored

DDLS WISDOMTREE TR24.6K shares4.14%2026-06-302026-07-29

TSPA T ROWE PRICE EXCHANGE-TRADED22.7K sharesnew addition2026-06-302026-07-29

HYD VANECK ETF TRUST20.9K shares21.53%2026-06-302026-07-29

T AT&T INC52.0K shares13.81%2026-06-302026-07-29

HYG ISHARES TR13.4K shares2.80%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC2.6K shares-1.85%2026-06-302026-07-29

FNX FIRST TR EXCHANGE-TRADED ALP7.2K shares0.07%2026-06-302026-07-29

TBUX T ROWE PRICE EXCHANGE-TRADED21.0K shares33.00%2026-06-302026-07-29

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F13.3K shares-2.18%2026-06-302026-07-29

ALAB ASTERA LABS INC2.1K sharesnew addition2026-06-302026-07-29

IUSG ISHARES TR5.4K shares75.18%2026-06-302026-07-29

PHYL PGIM ETF TR29.0K shares2.36%2026-06-302026-07-29

NLR VANECK ETF TRUST8.6K shares18.01%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC2.3K sharesnew addition2026-06-302026-07-29

KMI KINDER MORGAN INC DEL30.8K shares-0.52%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION5.1K shares-1.57%2026-06-302026-07-29

Sponsored

GSBD GOLDMAN SACHS BDC INC101.0K shares-0.08%2026-06-302026-07-29

EMB ISHARES TR9.9K shares8.57%2026-06-302026-07-29

WCME FIRST TR EXCHANGE-TRADED FD48.1K shares53.44%2026-06-302026-07-29

XLG INVESCO EXCHANGE TRADED FD T15.4K shares7.42%2026-06-302026-07-29

HYGH ISHARES U S ETF TR10.9K shares8.27%2026-06-302026-07-29

BCSF BAIN CAP SPECIALTY FIN INC74.9K shares1.56%2026-06-302026-07-29

SEIQ SEI EXCHANGE TRADED FUNDS23.7K shares1.27%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC11.3K shares427.12%2026-06-302026-07-29

Sponsored

QCOM QUALCOMM INC5.0K shares68.17%2026-06-302026-07-29

AMT AMERICAN TOWER CORP5.6K shares9.64%2026-06-302026-07-29

NTSX WISDOMTREE TR15.5K shares6.95%2026-06-302026-07-29

USMV ISHARES TR9.3K shares10.30%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR8.4K sharesnew addition2026-06-302026-07-29

GEV GE VERNOVA INC731 shares32.67%2026-06-302026-07-29

NEM NEWMONT CORP9.1K shares-31.86%2026-06-302026-07-29

QUAL ISHARES TR3.9K shares-17.01%2026-06-302026-07-29

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IBIT ISHARES BITCOIN TRUST ETF25.5K shares-31.93%2026-06-302026-07-29

VOE VANGUARD INDEX FDS4.2K shares0.22%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL856 sharesnew addition2026-06-302026-07-29

VFMO VANGUARD WELLINGTON FD3.3K shares0.00%2026-06-302026-07-29

VBK VANGUARD INDEX FDS2.3K shares13.17%2026-06-302026-07-29

SEIE SEI EXCHANGE TRADED FUNDS23.0K shares9.50%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.11.4K shares6.66%2026-06-302026-07-29

APH AMPHENOL CORP4.6K shares34.18%2026-06-302026-07-29

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MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares3.41%2026-06-302026-07-29

BLACKROCK ETF TRUST BLACKROCK ETF TRUST28.2K sharesnew addition2026-06-302026-07-29

SPTL SPDR SERIES TRUST29.9K shares10.92%2026-06-302026-07-29

ORACLE CORP ORACLE CORP5.3K shares23.26%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS4.9K shares-2.01%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC11.3K shares29.92%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-06-302026-07-29

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BX BLACKSTONE INC6.5K shares20.37%2026-06-302026-07-29

CLOUDFLARE INC CLOUDFLARE INC3.1K shares-0.48%2026-06-302026-07-29

XCEM COLUMBIA ETF TR II14.4K shares-64.06%2026-06-302026-07-29

MGK VANGUARD WORLD FD8.7K shares404.20%2026-06-302026-07-29

SPG SIMON PPTY GROUP INC NEW3.4K shares-0.18%2026-06-302026-07-29

MBB ISHARES TR8.0K shares5.75%2026-06-302026-07-29

TMSL T ROWE PRICE EXCHANGE-TRADED17.2K shares8.45%2026-06-302026-07-29

USMF WISDOMTREE TR13.9K shares-7.64%2026-06-302026-07-29

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IWO ISHARES TR1.9K shares9.88%2026-06-302026-07-29

ANET ARISTA NETWORKS INC4.4K sharesnew addition2026-06-302026-07-29

KLAC KLA CORP2.4K shares815.91%2026-06-302026-07-29

PEP PEPSICO INC5.3K shares-1.03%2026-06-302026-07-29

DIS DISNEY WALT CO7.4K shares12.18%2026-06-302026-07-29

SCHE SCHWAB STRATEGIC TR19.5K shares8.42%2026-06-302026-07-29

MOAT VANECK ETF TRUST6.8K shares-4.53%2026-06-302026-07-29

DFAW DIMENSIONAL ETF TRUST8.4K sharesnew addition2026-06-302026-07-29

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CSIO COHEN & STEERS ETF TRUST24.0K shares100.12%2026-06-302026-07-29

ACWV ISHARES INC5.7K shares6.83%2026-06-302026-07-29

CHE CHEMED CORP NEW1.5K shares14.33%2026-06-302026-07-29

SHV ISHARES TR6.1K shares-10.40%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO2.0K shares96.10%2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST16.5K sharesnew addition2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR6.0K shares37.60%2026-06-302026-07-29

SMH VANECK ETF TRUST956 shares-16.21%2026-06-302026-07-29

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RWL INVESCO EXCH TRADED FD TR II4.9K shares0.06%2026-06-302026-07-29

USIG ISHARES TR12.0K shares7.28%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.81%2026-06-302026-07-29

VXUS VANGUARD STAR FDS7.1K shares75.96%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP1.2K shares-2.61%2026-06-302026-07-29

PAAA PGIM ETF TR11.9K shares12.54%2026-06-302026-07-29

JNK SPDR SERIES TRUST6.3K shares6.57%2026-06-302026-07-29

VB VANGUARD INDEX FDS2.0K shares-0.50%2026-06-302026-07-29

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LOW LOWES COS INC2.7K shares1.07%2026-06-302026-07-29

EMLC VANECK ETF TRUST23.4K shares12.65%2026-06-302026-07-29

VWOB VANGUARD WHITEHALL FDS8.9K shares10.89%2026-06-302026-07-29

TEVA TEVA PHARMACEUTICAL INDS LTD17.6K shares0.00%2026-06-302026-07-29

BK BANK OF NY MELLON CORP4.1K shares5.06%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC6.6K shares-10.10%2026-06-302026-07-29

DES WISDOMTREE TR14.3K shares-2.75%2026-06-302026-07-29

QLD PROSHARES TR6.0K shares-24.28%2026-06-302026-07-29

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COIN COINBASE GLOBAL INC3.9K shares5.40%2026-06-302026-07-29

DGRE WISDOMTREE TR14.0K shares-8.14%2026-06-302026-07-29

NTAP NETAPP INC3.7K sharesnew addition2026-06-302026-07-29

DFIS DIMENSIONAL ETF TRUST16.1K sharesnew addition2026-06-302026-07-29

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CPRT COPART INC19.8K shares28.68%2026-06-302026-07-29

FIXD FIRST TR EXCHNG TRADED FD VI12.8K shares-2.42%2026-06-302026-07-29

TWLO TWILIO INC2.7K shares-29.55%2026-06-302026-07-29

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HOOD ROBINHOOD MKTS INC5.5K shares-6.58%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR3.4K shares-0.55%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC1.1K shares2.87%2026-06-302026-07-29

TOTR T ROWE PRICE EXCHANGE-TRADED13.4K shares-26.42%2026-06-302026-07-29

GLD SPDR GOLD TR1.4K shares-45.30%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.1K sharesnew addition2026-06-302026-07-29

DNL WISDOMTREE TR11.5K shares0.40%2026-06-302026-07-29

ABT ABBOTT LABORATORIES5.8K shares74.44%2026-06-302026-07-29

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AMGN AMGEN INC1.4K shares-5.55%2026-06-302026-07-29

SOXL DIREXION SHARES ETF TRUST1.9K sharesnew addition2026-06-302026-07-29

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BXSL BLACKSTONE SECD LENDING FD21.7K shares3.33%2026-06-302026-07-29

FITB FIFTH THIRD BANCORP9.1K shares0.79%2026-06-302026-07-29

XYZ BLOCK INC6.6K shares-0.75%2026-06-302026-07-29

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CRM SALESFORCE INC3.2K shares19.13%2026-06-302026-07-29

CGUS CAPITAL GROUP CORE EQUITY ET11.3K shares-0.46%2026-06-302026-07-29

VNOM VIPER ENERGY INC11.7K shares-0.36%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE10.0K shares-10.89%2026-06-302026-07-29

CGGO CAPITAL GROUP GBL GROWTH EQT11.6K shares0.00%2026-06-302026-07-29

VTIP VANGUARD MALVERN FDS9.8K shares8.04%2026-06-302026-07-29

HYMB SPDR SERIES TRUST19.2K shares-0.14%2026-06-302026-07-29

AFL AFLAC INC4.1K shares1.59%2026-06-302026-07-29

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TIDAL TRUST II TIDAL TRUST II29.0K sharesnew addition2026-06-302026-07-29

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IPKW INVESCO EXCH TRADED FD TR II8.6K shares4.44%2026-06-302026-07-29

BCI ABRDN ETFS21.2K shares1.66%2026-06-302026-07-29

SPDW SPDR INDEX SHS FDS9.4K shares-8.27%2026-06-302026-07-29

BA BOEING CO2.2K shares-1.01%2026-06-302026-07-29

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FLTB FIDELITY MERRIMACK STR TR9.2K shares3.45%2026-06-302026-07-29

ENB ENBRIDGE INC8.5K shares-0.67%2026-06-302026-07-29

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CWS ADVISORSHARES TR6.7K shares-21.39%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS5.8K shares1.23%2026-06-302026-07-29

TFLR T ROWE PRICE EXCHANGE-TRADED9.0K shares71.45%2026-06-302026-07-29

SEI EXCHANGE TRADED FUNDS SEI EXCHANGE TRADED FUNDS17.9K sharesnew addition2026-06-302026-07-29

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CGMU CAPITAL GRP FIXED INCM ETF T16.3K shares4.90%2026-06-302026-07-29

UCON FIRST TR EXCHNG TRADED FD VI18.0K shares-0.02%2026-06-302026-07-29

IVE ISHARES TR2.0K shares-81.96%2026-06-302026-07-29

BOND PIMCO ETF TR4.8K shares2.57%2026-06-302026-07-29

IWY ISHARES TR1.5K shares3.95%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC4.8K shares-4.47%2026-06-302026-07-29

SNDK SANDISK CORP192 sharesnew addition2026-06-302026-07-29

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DUK DUKE ENERGY CORP NEW3.4K shares4.35%2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF9.5K shares0.00%2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC7.0K shares-2.12%2026-06-302026-07-29

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APD AIR PRODUCTS AND CHEMICALS I1.4K shares-2.13%2026-06-302026-07-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares29.63%2026-06-302026-07-29

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SGVT SCHWAB STRATEGIC TR4.0K sharesnew addition2026-06-302026-07-29

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IDEQ LAZARD ACTIVE ETF TR11.3K shares33.55%2026-06-302026-07-29

LIN LINDE PLC762 shares-3.05%2026-06-302026-07-29

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VO VANGUARD INDEX FDS4.9K shares296.00%2026-06-302026-07-29

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RSP INVESCO EXCHANGE TRADED FD T1.8K shares12.43%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II7.4K shares9.84%2026-06-302026-07-29

EMR EMERSON ELEC CO2.7K shares-0.48%2026-06-302026-07-29

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KMB KIMBERLY-CLARK CORP3.4K shares-6.57%2026-06-302026-07-29

SNPS SYNOPSYS INC819 shares-20.41%2026-06-302026-07-29

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UBER UBER TECHNOLOGIES INC4.9K shares0.53%2026-06-302026-07-29

IWV ISHARES TR831 shares26.68%2026-06-302026-07-29

REFI CHICAGO ATLANTIC REAL ESTATE33.0K shares38.00%2026-06-302026-07-29

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DSL DOUBLELINE INCOME SOLUTIONS31.5K shares-0.40%2026-06-302026-07-29

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OMFL INVESCO EXCH TRD SLF IDX FD5.0K shares0.00%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR2.9K shares0.07%2026-06-302026-07-29

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ILMN ILLUMINA INC1.9K shares0.31%2026-06-302026-07-29

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DGRO ISHARES TR3.8K shares1.08%2026-06-302026-07-29

GOF GUGGENHEIM STRATEGIC OPPORTU26.5K shares18.33%2026-06-302026-07-29

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JIRE J P MORGAN EXCHANGE TRADED F3.0K shares-16.09%2026-06-302026-07-29

SKYY FIRST TR EXCHANGE-TRADED FD1.8K sharesnew addition2026-06-302026-07-29

GD GENERAL DYNAMICS CORP686 shares-0.29%2026-06-302026-07-29

IFRA ISHARES TR3.8K shares2.24%2026-06-302026-07-29

Sponsored

TFLO ISHARES TR4.7K sharesnew addition2026-06-302026-07-29

CAH CARDINAL HEALTH INC1.0K shares2.56%2026-06-302026-07-29

IEI ISHARES TR2.0K shares2.54%2026-06-302026-07-29

UNP UNION PAC CORP870 sharesnew addition2026-06-302026-07-29

IEP ICAHN ENTERPRISES LP32.7K shares5.99%2026-06-302026-07-29

VFQY VANGUARD WELLINGTON FD1.4K shares0.00%2026-06-302026-07-29

HDMV FIRST TR EXCH TRADED FD III6.3K shares0.70%2026-06-302026-07-29

SLV ISHARES SILVER TR4.4K shares-0.05%2026-06-302026-07-29

Sponsored

MANAGED PORTFOLIO SER MANAGED PORTFOLIO SER9.4K sharesnew addition2026-06-302026-07-29

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.9K sharesnew addition2026-06-302026-07-29

OBDC BLUE OWL CAPITAL CORPORATION20.8K shares0.00%2026-06-302026-07-29

IWN ISHARES TR1.0K sharesnew addition2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS2.9K shares0.62%2026-06-302026-07-29

INTU INTUIT864 shares-22.23%2026-06-302026-07-29

SOXX ISHARES TR351 sharesnew addition2026-06-302026-07-29

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K sharesnew addition2026-06-302026-07-29

Sponsored

C CITIGROUP INC1.6K sharesnew addition2026-06-302026-07-29

BLV VANGUARD BD INDEX FDS3.2K shares4.78%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW590 shares-5.45%2026-06-302026-07-29

MAIN MAIN STR CAP CORP4.2K shares0.02%2026-06-302026-07-29

ZOETIS INC ZOETIS INC3.0K shares-1.08%2026-06-302026-07-29

EWJ ISHARES INC2.3K sharesnew addition2026-06-302026-07-29

COWZ PACER FDS TR3.5K shares-2.66%2026-06-302026-07-29

SYY SYSCO CORP2.6K sharesnew addition2026-06-302026-07-29

Sponsored

VYMI VANGUARD WHITEHALL FDS2.2K shares1.11%2026-06-302026-07-29

NYT NEW YORK TIMES CO MTN BE3.1K shares-0.36%2026-06-302026-07-29

IGPT INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-06-302026-07-29

SANM SANMINA CORP841 sharesnew addition2026-06-302026-07-29

NVDA

NVIDIA CORPORATION

-0.63%

Shares144.0K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.34%

Shares88.1K

Event2026-06-30

Filed2026-07-29

STRV

EA SERIES TRUST

3.11%

Shares391.3K

Event2026-06-30

Filed2026-07-29

ACIO

ETF SER SOLUTIONS

3.99%

Shares379.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-2.34%

Shares71.9K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

11.66%

Shares42.9K

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TR EXCHANGE TRADED FD

3.02%

Shares179.3K

Event2026-06-30

Filed2026-07-29

DGRW

WISDOMTREE TR

1.13%

Shares141.8K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-2.69%

Shares36.1K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

2.30%

Shares124.8K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

-0.54%

Shares407.2K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

1.11%

Shares99.7K

Event2026-06-30

Filed2026-07-29

OSCV

ETF SER SOLUTIONS

5.06%

Shares274.8K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

2.84%

Shares94.3K

Event2026-06-30

Filed2026-07-29

TDVG

T ROWE PRICE EXCHANGE-TRADED

0.57%

Shares200.7K

Event2026-06-30

Filed2026-07-29

DRSK

ETF SER SOLUTIONS

4.99%

Shares309.4K

Event2026-06-30

Filed2026-07-29

FRDM

EA SERIES TRUST

18.88%

Shares113.0K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-28.53%

Shares14.0K

Event2026-06-30

Filed2026-07-29

MSMR

ETF SER SOLUTIONS

5.15%

Shares229.8K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

3.00%

Shares195.5K

Event2026-06-30

Filed2026-07-29

DON

WISDOMTREE TR

0.38%

Shares142.0K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

2.60%

Shares19.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

3.27%

Shares23.8K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

1.91%

Shares35.3K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-0.71%

Shares71.5K

Event2026-06-30

Filed2026-07-29

DGRS

WISDOMTREE TR

2.44%

Shares127.7K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

1.43%

Shares10.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

0.06%

Shares99.9K

Event2026-06-30

Filed2026-07-29

FYLD

CAMBRIA ETF TR

5.27%

Shares183.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.67%

Shares11.8K

Event2026-06-30

Filed2026-07-29

QGRW

WISDOMTREE TR

417.04%

Shares95.5K

Event2026-06-30

Filed2026-07-29

SYLD

CAMBRIA ETF TR

6.78%

Shares78.2K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

2.18%

Shares20.4K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-2.32%

Shares5.3K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

8.02%

Shares99.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

530.00%

Shares69.9K

Event2026-06-30

Filed2026-07-29

KHPI

MANAGED PORTFOLIO SER

-3.16%

Shares226.7K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-3.87%

Shares69.7K

Event2026-06-30

Filed2026-07-29

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.34%

Shares166.5K

Event2026-06-30

Filed2026-07-29

WTV

WISDOMTREE TR

91.75%

Shares54.2K

Event2026-06-30

Filed2026-07-29

CSRE

COHEN & STEERS ETF TRUST

10.93%

Shares191.6K

Event2026-06-30

Filed2026-07-29

EYLD

CAMBRIA ETF TR

6.23%

Shares118.0K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

4.12%

Shares34.7K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

1.64%

Shares133.5K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-2.09%

Shares132.0K

Event2026-06-30

Filed2026-07-29

JCPB

J P MORGAN EXCHANGE TRADED F

4.87%

Shares100.8K

Event2026-06-30

Filed2026-07-29

HTRB

HARTFORD FDS EXCHANGE TRADED

2.94%

Shares138.5K

Event2026-06-30

Filed2026-07-29

GSEW

GOLDMAN SACHS ETF TR

3.45%

Shares49.5K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

3.40%

Shares41.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

1.46%

Shares46.8K

Event2026-06-30

Filed2026-07-29

ARDC

ARES DYNAMIC CR ALLOCATION F

-1.35%

Shares354.0K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

14.09%

Shares60.0K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-45.22%

Shares129.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

28.03%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

7.15%

Shares129.5K

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

1.39%

Shares76.7K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE PRICE EXCHANGE-TRADED

23.54%

Shares94.8K

Event2026-06-30

Filed2026-07-29

SDVY

FIRST TR EXCHANGE TRADED FD

9.67%

Shares89.1K

Event2026-06-30

Filed2026-07-29

DPG

DUFF & PHELPS UTLITY AND INF

-18.11%

Shares253.7K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

39.13%

Shares73.4K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

0.91%

Shares25.2K

Event2026-06-30

Filed2026-07-29

DIVO

AMPLIFY ETF TR

13.77%

Shares78.8K

Event2026-06-30

Filed2026-07-29

BALI

BLACKROCK ETF TRUST

11.35%

Shares105.6K

Event2026-06-30

Filed2026-07-29

FPE

FIRST TR EXCH TRADED FD III

3.78%

Shares198.2K

Event2026-06-30

Filed2026-07-29

DGS

WISDOMTREE TR

0.90%

Shares54.7K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

3.15%

Shares51.7K

Event2026-06-30

Filed2026-07-29

SPIB

SPDR SERIES TRUST

New

Shares104.8K

Event2026-06-30

Filed2026-07-29

VIGI

VANGUARD WHITEHALL FDS

5.63%

Shares37.5K

Event2026-06-30

Filed2026-07-29

OCSL

OAKTREE SPECIALTY LENDING

2.60%

Shares293.1K

Event2026-06-30

Filed2026-07-29

REGL

PROSHARES TR

0.79%

Shares38.2K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR

90.06%

Shares33.8K

Event2026-06-30

Filed2026-07-29

JUCY

ETF SER SOLUTIONS

1.27%

Shares152.9K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

-11.23%

Shares66.3K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-0.52%

Shares58.9K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-7.56%

Shares17.1K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

-0.43%

Shares1.6K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

7.22%

Shares4.4K

Event2026-06-30

Filed2026-07-29

BIL

SPDR SERIES TRUST

109.13%

Shares34.7K

Event2026-06-30

Filed2026-07-29

VISA INC

10.78%

Shares9.1K

Event2026-06-30

Filed2026-07-29

GBDC

GOLUB CAP BDC INC

0.28%

Shares243.0K

Event2026-06-30

Filed2026-07-29

IMCB

ISHARES TR

5.10%

Shares32.3K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

New

Shares24.6K

Event2026-06-30

Filed2026-07-29

FSK

FS KKR CAP CORP

1.33%

Shares290.9K

Event2026-06-30

Filed2026-07-29

BABCOCK & WILCOX ENTERPRISES

New

Shares214.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

28.72%

Shares8.1K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

7.75%

Shares21.8K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

3.98%

Shares70.2K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

20.37%

Shares33.3K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

7.51%

Shares60.4K

Event2026-06-30

Filed2026-07-29

STARWOOD PPTY TR INC

1.87%

Shares177.0K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

1.48%

Shares3.8K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

1.64%

Shares15.4K

Event2026-06-30

Filed2026-07-29

CGCB

CAPITAL GRP FIXED INCM ETF T

5.21%

Shares105.4K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

9.96%

Shares9.2K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

0.90%

Shares7.7K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

34.97%

Shares7.2K

Event2026-06-30

Filed2026-07-29

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-1.93%

Shares264.8K

Event2026-06-30

Filed2026-07-29

IREN

IREN LIMITED

43.33%

Shares57.6K

Event2026-06-30

Filed2026-07-29

SUB

ISHARES TR

30.42%

Shares24.4K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

-0.02%

Shares69.5K

Event2026-06-30

Filed2026-07-29

IMCG

ISHARES TR

3.40%

Shares25.9K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

50.53%

Shares28.9K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-0.54%

Shares35.2K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

3.15%

Shares22.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.27%

Shares26.0K

Event2026-06-30

Filed2026-07-29

SMDV

PROSHARES TR

0.34%

Shares32.4K

Event2026-06-30

Filed2026-07-29

IEF

ISHARES TR

4.30%

Shares26.4K

Event2026-06-30

Filed2026-07-29

RLY

SSGA ACTIVE ETF TR

2.86%

Shares70.8K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

2.82%

Shares40.9K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-3.18%

Shares2.6K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

New

Shares44.7K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

9.74%

Shares3.3K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

2.38%

Shares9.0K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

3.87%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

7.09%

Shares15.4K

Event2026-06-30

Filed2026-07-29

AVLV

AMERICAN CENTY ETF TR

New

Shares23.8K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-1.29%

Shares89.1K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

24.92%

Shares7.5K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

0.83%

Shares113.1K

Event2026-06-30

Filed2026-07-29

SCHP

SCHWAB STRATEGIC TR

3.93%

Shares78.6K

Event2026-06-30

Filed2026-07-29

BLCR

BLACKROCK ETF TRUST

5.49%

Shares41.3K

Event2026-06-30

Filed2026-07-29

SPHY

SPDR SERIES TRUST

10.99%

Shares88.1K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

-1.76%

Shares40.3K

Event2026-06-30

Filed2026-07-29

SEIM

SEI EXCHANGE TRADED FUNDS

-5.92%

Shares36.1K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-1.96%

Shares12.2K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

8.83%

Shares8.3K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

22.27%

Shares56.4K

Event2026-06-30

Filed2026-07-29

SEIV

SEI EXCHANGE TRADED FUNDS

-4.85%

Shares40.8K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

14.15%

Shares14.0K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

28.17%

Shares43.0K

Event2026-06-30

Filed2026-07-29

TTEQ

T ROWE PRICE EXCHANGE-TRADED

19.69%

Shares42.9K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

17.37%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-1.64%

Shares15.8K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

-1.36%

Shares8.5K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

New

Shares22.6K

Event2026-06-30

Filed2026-07-29

GSY

INVESCO ACTIVELY MANAGED EXC

40.82%

Shares36.3K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

-7.55%

Shares14.1K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

9.01%

Shares22.1K

Event2026-06-30

Filed2026-07-29

FLRN

SPDR SERIES TRUST

New

Shares56.6K

Event2026-06-30

Filed2026-07-29

TOUS

T ROWE PRICE EXCHANGE-TRADED

7.29%

Shares45.2K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

-68.83%

Shares6.3K

Event2026-06-30

Filed2026-07-29

THRO

BLACKROCK ETF TRUST

4.97%

Shares40.0K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.78%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CGBL

CAPITAL GROUP CORE BALANCED

10.25%

Shares45.2K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

-10.61%

Shares15.8K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

8.07%

Shares35.5K

Event2026-06-30

Filed2026-07-29

CBSH

COMMERCE BANCSHARES INC

0.03%

Shares28.9K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

-10.63%

Shares20.6K

Event2026-06-30

Filed2026-07-29

SPAB

SPDR SERIES TRUST

3.29%

Shares64.9K

Event2026-06-30

Filed2026-07-29

CGCP

CAPITAL GRP FIXED INCM ETF T

-0.50%

Shares73.6K

Event2026-06-30

Filed2026-07-29

ADME

ETF SER SOLUTIONS

3.10%

Shares29.4K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

2.46%

Shares28.2K

Event2026-06-30

Filed2026-07-29

GRID

FIRST TR EXCHANGE-TRADED FD

18.57%

Shares8.3K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.52%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

-1.11%

Shares54.6K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

3.11%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

2.14%

Shares6.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.47%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-1.03%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

-6.68%

Shares14.3K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

24.44%

Shares3.3K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

82.68%

Shares4.1K

Event2026-06-30

Filed2026-07-29

SCHO

SCHWAB STRATEGIC TR

-6.34%

Shares57.2K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

54.96%

Shares13.9K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-1.56%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

204.90%

Shares1.8K

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC

-6.71%

Shares3.9K

Event2026-06-30

Filed2026-07-29

CLOI

VANECK ETF TRUST

New

Shares25.8K

Event2026-06-30

Filed2026-07-29

NLY

ANNALY CAPITAL MANAGEMENT IN

2.13%

Shares60.3K

Event2026-06-30

Filed2026-07-29

CLIP

GLOBAL X FDS

21.32%

Shares13.4K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

40.77%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IHDG

WISDOMTREE TR

-5.25%

Shares25.0K

Event2026-06-30

Filed2026-07-29

BOXX

EA SERIES TRUST

-1.83%

Shares11.0K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

10.76%

Shares16.7K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-0.25%

Shares3.6K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

290.51%

Shares10.3K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

3.57%

Shares3.3K

Event2026-06-30

Filed2026-07-29

GQGU

ADVISORS INNER CIRCLE FD III

1.30%

Shares49.1K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-7.28%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

37.24%

Shares20.6K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

CINF

CINCINNATI FINL CORP

-0.15%

Shares6.6K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

-2.01%

Shares7.6K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

13.35%

Shares13.3K

Event2026-06-30

Filed2026-07-29

BUYW

NORTHERN LTS FD TR IV

20.10%

Shares82.9K

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

19.09%

Shares23.1K

Event2026-06-30

Filed2026-07-29

ICVT

ISHARES TR

-1.33%

Shares9.8K

Event2026-06-30

Filed2026-07-29

KGS

KODIAK GAS SVCS INC

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-29

DFAS

DIMENSIONAL ETF TRUST

New

Shares14.1K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

7.34%

Shares12.1K

Event2026-06-30

Filed2026-07-29

JMST

J P MORGAN EXCHANGE TRADED F

-1.30%

Shares22.6K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

643.19%

Shares9.6K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

-6.15%

Shares13.2K

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

1.78%

Shares6.4K

Event2026-06-30

Filed2026-07-29

GAIN

GLADSTONE INVT CORP

-6.99%

Shares72.2K

Event2026-06-30

Filed2026-07-29

3M CO

2.66%

Shares6.8K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-33.26%

Shares19.4K

Event2026-06-30

Filed2026-07-29

IGIB

ISHARES TR

3.60%

Shares20.8K

Event2026-06-30

Filed2026-07-29

QTEC

FIRST TR EXCHANGE-TRADED FD

0.22%

Shares3.3K

Event2026-06-30

Filed2026-07-29

EMMF

WISDOMTREE TR

21.26%

Shares28.1K

Event2026-06-30

Filed2026-07-29

DDLS

WISDOMTREE TR

4.14%

Shares24.6K

Event2026-06-30

Filed2026-07-29

TSPA

T ROWE PRICE EXCHANGE-TRADED

New

Shares22.7K

Event2026-06-30

Filed2026-07-29

HYD

VANECK ETF TRUST

21.53%

Shares20.9K

Event2026-06-30

Filed2026-07-29

AT&T INC

13.81%

Shares52.0K

Event2026-06-30

Filed2026-07-29

HYG

ISHARES TR

2.80%

Shares13.4K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

-1.85%

Shares2.6K

Event2026-06-30

Filed2026-07-29

FNX

FIRST TR EXCHANGE-TRADED ALP

0.07%

Shares7.2K

Event2026-06-30

Filed2026-07-29

TBUX

T ROWE PRICE EXCHANGE-TRADED

33.00%

Shares21.0K

Event2026-06-30

Filed2026-07-29

JMEE

J P MORGAN EXCHANGE TRADED F

-2.18%

Shares13.3K

Event2026-06-30

Filed2026-07-29

ALAB

ASTERA LABS INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

75.18%

Shares5.4K

Event2026-06-30

Filed2026-07-29

PHYL

PGIM ETF TR

2.36%

Shares29.0K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

18.01%

Shares8.6K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

-0.52%

Shares30.8K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-1.57%

Shares5.1K

Event2026-06-30

Filed2026-07-29

GSBD

GOLDMAN SACHS BDC INC

-0.08%

Shares101.0K

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

8.57%

Shares9.9K

Event2026-06-30

Filed2026-07-29

WCME

FIRST TR EXCHANGE-TRADED FD

53.44%

Shares48.1K

Event2026-06-30

Filed2026-07-29

XLG

INVESCO EXCHANGE TRADED FD T

7.42%

Shares15.4K

Event2026-06-30

Filed2026-07-29

HYGH

ISHARES U S ETF TR

8.27%

Shares10.9K

Event2026-06-30

Filed2026-07-29

BCSF

BAIN CAP SPECIALTY FIN INC

1.56%

Shares74.9K

Event2026-06-30

Filed2026-07-29

SEIQ

SEI EXCHANGE TRADED FUNDS

1.27%

Shares23.7K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

427.12%

Shares11.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

68.17%

Shares5.0K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

9.64%

Shares5.6K

Event2026-06-30

Filed2026-07-29

NTSX

WISDOMTREE TR

6.95%

Shares15.5K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

10.30%

Shares9.3K

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

32.67%

Shares731

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

-31.86%

Shares9.1K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-17.01%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-31.93%

Shares25.5K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

0.22%

Shares4.2K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares856

Event2026-06-30

Filed2026-07-29

VFMO

VANGUARD WELLINGTON FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

13.17%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SEIE

SEI EXCHANGE TRADED FUNDS

9.50%

Shares23.0K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

6.66%

Shares11.4K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

34.18%

Shares4.6K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

3.41%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BLACKROCK ETF TRUST

New

Shares28.2K

Event2026-06-30

Filed2026-07-29

SPTL

SPDR SERIES TRUST

10.92%

Shares29.9K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

23.26%

Shares5.3K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-2.01%

Shares4.9K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

29.92%

Shares11.3K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-18.72%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

20.37%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

-0.48%

Shares3.1K

Event2026-06-30

Filed2026-07-29

XCEM

COLUMBIA ETF TR II

-64.06%

Shares14.4K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

404.20%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

-0.18%

Shares3.4K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

5.75%

Shares8.0K

Event2026-06-30

Filed2026-07-29

TMSL

T ROWE PRICE EXCHANGE-TRADED

8.45%

Shares17.2K

Event2026-06-30

Filed2026-07-29

USMF

WISDOMTREE TR

-7.64%

Shares13.9K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

9.88%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

815.91%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-1.03%

Shares5.3K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

12.18%

Shares7.4K

Event2026-06-30

Filed2026-07-29

SCHE

SCHWAB STRATEGIC TR

8.42%

Shares19.5K

Event2026-06-30

Filed2026-07-29

MOAT

VANECK ETF TRUST

-4.53%

Shares6.8K

Event2026-06-30

Filed2026-07-29

DFAW

DIMENSIONAL ETF TRUST

New

Shares8.4K

Event2026-06-30

Filed2026-07-29

CSIO

COHEN & STEERS ETF TRUST

100.12%

Shares24.0K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES INC

6.83%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CHE

CHEMED CORP NEW

14.33%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

-10.40%

Shares6.1K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

96.10%

Shares2.0K

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

New

Shares16.5K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

37.60%

Shares6.0K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-16.21%

Shares956

Event2026-06-30

Filed2026-07-29

RWL

INVESCO EXCH TRADED FD TR II

0.06%

Shares4.9K

Event2026-06-30

Filed2026-07-29

USIG

ISHARES TR

7.28%

Shares12.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.81%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

75.96%

Shares7.1K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-2.61%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PAAA

PGIM ETF TR

12.54%

Shares11.9K

Event2026-06-30

Filed2026-07-29

JNK

SPDR SERIES TRUST

6.57%

Shares6.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.50%

Shares2.0K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

1.07%

Shares2.7K

Event2026-06-30

Filed2026-07-29

EMLC

VANECK ETF TRUST

12.65%

Shares23.4K

Event2026-06-30

Filed2026-07-29

VWOB

VANGUARD WHITEHALL FDS

10.89%

Shares8.9K

Event2026-06-30

Filed2026-07-29

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

5.06%

Shares4.1K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

-10.10%

Shares6.6K

Event2026-06-30

Filed2026-07-29

DES

WISDOMTREE TR

-2.75%

Shares14.3K

Event2026-06-30

Filed2026-07-29

QLD

PROSHARES TR

-24.28%

Shares6.0K

Event2026-06-30

Filed2026-07-29

COIN

COINBASE GLOBAL INC

5.40%

Shares3.9K

Event2026-06-30

Filed2026-07-29

DGRE

WISDOMTREE TR

-8.14%

Shares14.0K

Event2026-06-30

Filed2026-07-29

NTAP

NETAPP INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

DFIS

DIMENSIONAL ETF TRUST

New

Shares16.1K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

30.20%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CPRT

COPART INC

28.68%

Shares19.8K

Event2026-06-30

Filed2026-07-29

FIXD

FIRST TR EXCHNG TRADED FD VI

-2.42%

Shares12.8K

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

-29.55%

Shares2.7K

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

-6.58%

Shares5.5K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

-0.55%

Shares3.4K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

2.87%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TOTR

T ROWE PRICE EXCHANGE-TRADED

-26.42%

Shares13.4K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

-45.30%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

DNL

WISDOMTREE TR

0.40%

Shares11.5K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

74.44%

Shares5.8K

Event2026-06-30

Filed2026-07-29

SUN

SUNOCO LP/SUNOCO FIN CORP

-4.57%

Shares7.7K

Event2026-06-30

Filed2026-07-29

EPS

WISDOMTREE TR

19.32%

Shares6.7K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-5.55%

Shares1.4K

Event2026-06-30

Filed2026-07-29

SOXL

DIREXION SHARES ETF TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

WPM

WHEATON PRECIOUS METALS CORP

-1.04%

Shares4.6K

Event2026-06-30

Filed2026-07-29

BXSL

BLACKSTONE SECD LENDING FD

3.33%

Shares21.7K

Event2026-06-30

Filed2026-07-29

FITB

FIFTH THIRD BANCORP

0.79%

Shares9.1K

Event2026-06-30

Filed2026-07-29

XYZ

BLOCK INC

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

19.13%

Shares3.2K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE EQUITY ET

-0.46%

Shares11.3K

Event2026-06-30

Filed2026-07-29

VNOM

VIPER ENERGY INC

-0.36%

Shares11.7K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-10.89%

Shares10.0K

Event2026-06-30

Filed2026-07-29

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-29

VTIP

VANGUARD MALVERN FDS

8.04%

Shares9.8K

Event2026-06-30

Filed2026-07-29

HYMB

SPDR SERIES TRUST

-0.14%

Shares19.2K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

1.59%

Shares4.1K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

32.59%

Shares2.6K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

13.86%

Shares4.4K

Event2026-06-30

Filed2026-07-29

TIDAL TRUST II

New

Shares29.0K

Event2026-06-30

Filed2026-07-29

IXN

ISHARES TR

2.42%

Shares3.3K

Event2026-06-30

Filed2026-07-29

IPKW

INVESCO EXCH TRADED FD TR II

4.44%

Shares8.6K

Event2026-06-30

Filed2026-07-29

BCI

ABRDN ETFS

1.66%

Shares21.2K

Event2026-06-30

Filed2026-07-29

SPDW

SPDR INDEX SHS FDS

-8.27%

Shares9.4K

Event2026-06-30

Filed2026-07-29

BOEING CO

-1.01%

Shares2.2K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

1.27%

Shares3.1K

Event2026-06-30

Filed2026-07-29

FLTB

FIDELITY MERRIMACK STR TR

3.45%

Shares9.2K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

-0.67%

Shares8.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

0.00%

Shares476

Event2026-06-30

Filed2026-07-29

CWS

ADVISORSHARES TR

-21.39%

Shares6.7K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

1.23%

Shares5.8K

Event2026-06-30

Filed2026-07-29

TFLR

T ROWE PRICE EXCHANGE-TRADED

71.45%

Shares9.0K

Event2026-06-30

Filed2026-07-29

SEI EXCHANGE TRADED FUNDS

New

Shares17.9K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

3.76%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CGMU

CAPITAL GRP FIXED INCM ETF T

4.90%

Shares16.3K

Event2026-06-30

Filed2026-07-29

UCON

FIRST TR EXCHNG TRADED FD VI

-0.02%

Shares18.0K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-81.96%

Shares2.0K

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

2.57%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IWY

ISHARES TR

3.95%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

-4.47%

Shares4.8K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares192

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

1.76%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

4.35%

Shares3.4K

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC

-2.12%

Shares7.0K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-20.13%

Shares1.4K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

16.31%

Shares1.9K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-2.13%

Shares1.4K

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT INC

29.63%

Shares3.5K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

4.80%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PYPL

PAYPAL HLDGS INC

-6.79%

Shares9.6K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

-17.94%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SGVT

SCHWAB STRATEGIC TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-80.75%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IDEQ

LAZARD ACTIVE ETF TR

33.55%

Shares11.3K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

-3.05%

Shares762

Event2026-06-30

Filed2026-07-29

ROP

ROPER TECHNOLOGIES INC

-9.31%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

296.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

5.11%

Shares2.4K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

12.70%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-1.65%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

12.43%

Shares1.8K

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

9.84%

Shares7.4K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-0.48%

Shares2.7K

Event2026-06-30

Filed2026-07-29

MPLX

MPLX LP

New

Shares6.8K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S

New

Shares7.9K

Event2026-06-30

Filed2026-07-29

SCHH

SCHWAB STRATEGIC TR

-9.20%

Shares15.9K

Event2026-06-30

Filed2026-07-29

SEEM

SEI EXCHANGE TRADED FUNDS

5.70%

Shares9.4K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

-6.57%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

-20.41%

Shares819

Event2026-06-30

Filed2026-07-29

TCHP

T ROWE PRICE EXCHANGE-TRADED

0.14%

Shares7.3K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

BPRE

BLUEROCK PVT REAL ESTATE FD

-7.21%

Shares27.4K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

0.53%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IWV

ISHARES TR

26.68%

Shares831

Event2026-06-30

Filed2026-07-29

REFI

CHICAGO ATLANTIC REAL ESTATE

38.00%

Shares33.0K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CAPE

DOUBLELINE ETF TRUST

27.83%

Shares10.8K

Event2026-06-30

Filed2026-07-29

DSL

DOUBLELINE INCOME SOLUTIONS

-0.40%

Shares31.5K

Event2026-06-30

Filed2026-07-29

DBL

DOUBLELINE OPPORTUNISTIC CR

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

-3.88%

Shares10.2K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

30.24%

Shares4.2K

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

7.52%

Shares13.0K

Event2026-06-30

Filed2026-07-29

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-29

SEIS

SEI EXCHANGE TRADED FUNDS

7.12%

Shares10.1K

Event2026-06-30

Filed2026-07-29

ILMN

ILLUMINA INC

0.31%

Shares1.9K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

-6.94%

Shares4.1K

Event2026-06-30

Filed2026-07-29

EZU

ISHARES INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-5.20%

Shares7.4K

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD SCOTTSDALE FDS

2.82%

Shares7.1K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

5.01%

Shares1.0K

Event2026-06-30

Filed2026-07-29

ALB

ALBEMARLE CORP

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-29

CPNG

COUPANG INC

6.95%

Shares19.0K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

4.42%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SPSM

SPDR SERIES TRUST

3.04%

Shares5.6K

Event2026-06-30

Filed2026-07-29

ETG

EATON VANCE TX ADV GLBL DIV

16.01%

Shares13.8K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-19.65%

Shares511

Event2026-06-30

Filed2026-07-29

USRT

ISHARES TR

0.85%

Shares4.9K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

13.26%

Shares7.8K

Event2026-06-30

Filed2026-07-29

PBR

PETROLEO BRASILEIRO S A

0.29%

Shares20.0K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

-30.86%

Shares4.8K

Event2026-06-30

Filed2026-07-29

SPGM

SPDR INDEX SHS FDS

0.47%

Shares3.6K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

1.76%

Shares5.8K

Event2026-06-30

Filed2026-07-29

TWO RDS SHARED TR

New

Shares11.4K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X FDS

1.59%

Shares16.8K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2089.87%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

6.64%

Shares3.0K

Event2026-06-30

Filed2026-07-29

CVNA

CARVANA CO

395.06%

Shares4.6K

Event2026-06-30

Filed2026-07-29

TCPC

BLACKROCK TCP CAPITAL CORP

0.24%

Shares89.7K

Event2026-06-30

Filed2026-07-29

COHEN & STEERS ETF TRUST

New

Shares11.9K

Event2026-06-30

Filed2026-07-29

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-4.71%

Shares869

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-9.75%

Shares3.6K

Event2026-06-30

Filed2026-07-29

FVD

FIRST TR EXCHANGE-TRADED FD

-0.77%

Shares6.2K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

-7.93%

Shares302

Event2026-06-30

Filed2026-07-29

TECB

ISHARES TR

-59.79%

Shares4.1K

Event2026-06-30

Filed2026-07-29

AGGY

WISDOMTREE TR

0.63%

Shares6.8K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares5.0K

Event2026-06-30

Filed2026-07-29

PDI

PIMCO DYNAMIC INCOME FD

1.05%

Shares17.4K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

1.08%

Shares3.8K

Event2026-06-30

Filed2026-07-29

GOF

GUGGENHEIM STRATEGIC OPPORTU

18.33%

Shares26.5K

Event2026-06-30

Filed2026-07-29

RWK

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

87.93%

Shares2.3K

Event2026-06-30

Filed2026-07-29

DXJ

WISDOMTREE TR

13.56%

Shares1.6K

Event2026-06-30

Filed2026-07-29

VLUE

ISHARES TR

-12.01%

Shares1.4K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

4.29%

Shares2.5K

Event2026-06-30

Filed2026-07-29

WISDOMTREE TR

16.65%

Shares3.8K

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

-43.66%

Shares2.0K

Event2026-06-30

Filed2026-07-29

CGBD

CARLYLE SECURED LENDING INC

-18.94%

Shares26.2K

Event2026-06-30

Filed2026-07-29

RSJN

FIRST TR EXCHNG TRADED FD VI

0.45%

Shares7.4K

Event2026-06-30

Filed2026-07-29

DEFR

ETF SER SOLUTIONS

6.99%

Shares10.3K

Event2026-06-30

Filed2026-07-29

EFAV

ISHARES TR

24.56%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

27.46%

Shares5.4K

Event2026-06-30

Filed2026-07-29

XSOE

WISDOMTREE TR

0.05%

Shares5.6K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

8.28%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

1.23%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

-1.10%

Shares539

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

5.72%

Shares2.9K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-20.77%

Shares538

Event2026-06-30

Filed2026-07-29

NOK

NOKIA CORP

New

Shares19.9K

Event2026-06-30

Filed2026-07-29

FEPI

ETF OPPORTUNITIES TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-29

HUSV

FIRST TR EXCH TRADED FD III

0.13%

Shares6.7K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

-2.32%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VICI

VICI PPTYS INC

6.61%

Shares9.8K

Event2026-06-30

Filed2026-07-29

SSO

PROSHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

IQDG

WISDOMTREE TR

0.42%

Shares5.9K

Event2026-06-30

Filed2026-07-29

FDL

FIRST TR EXCHANGE-TRADED FD

5.02%

Shares5.2K

Event2026-06-30

Filed2026-07-29

CAAA

FIRST TR EXCHANGE-TRADED FD

26.37%

Shares12.5K

Event2026-06-30

Filed2026-07-29

LTPZ

PIMCO ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

SEA LTD

0.80%

Shares2.6K

Event2026-06-30

Filed2026-07-29

DJUL

FIRST TR EXCHNG TRADED FD VI

-8.80%

Shares5.0K

Event2026-06-30

Filed2026-07-29

FJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

-8.91%

Shares184

Event2026-06-30

Filed2026-07-29

DIVB

ISHARES TR

6.98%

Shares4.1K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-3.69%

Shares2.5K

Event2026-06-30

Filed2026-07-29

FCTR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

SHYG

ISHARES TR

2.13%

Shares5.9K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-11.98%

Shares786

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

38.27%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IEUR

ISHARES TR

-8.12%

Shares3.2K

Event2026-06-30

Filed2026-07-29

JIRE

J P MORGAN EXCHANGE TRADED F

-16.09%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

-0.29%

Shares686

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

2.24%

Shares3.8K

Event2026-06-30

Filed2026-07-29

TFLO

ISHARES TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

2.56%

Shares1.0K

Event2026-06-30

Filed2026-07-29

IEI

ISHARES TR

2.54%

Shares2.0K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

New

Shares870

Event2026-06-30

Filed2026-07-29

IEP

ICAHN ENTERPRISES LP

5.99%

Shares32.7K

Event2026-06-30

Filed2026-07-29

VFQY

VANGUARD WELLINGTON FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

HDMV

FIRST TR EXCH TRADED FD III

0.70%

Shares6.3K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

-0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-29

MANAGED PORTFOLIO SER

New

Shares9.4K

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

0.62%

Shares2.9K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

-22.23%

Shares864

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

New

Shares351

Event2026-06-30

Filed2026-07-29

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

BLV

VANGUARD BD INDEX FDS

4.78%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

-5.45%

Shares590

Event2026-06-30

Filed2026-07-29

MAIN

MAIN STR CAP CORP

0.02%

Shares4.2K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

-1.08%

Shares3.0K

Event2026-06-30

Filed2026-07-29

EWJ

ISHARES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

COWZ

PACER FDS TR

-2.66%

Shares3.5K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

1.11%

Shares2.2K

Event2026-06-30

Filed2026-07-29

NYT

NEW YORK TIMES CO MTN BE

-0.36%

Shares3.1K

Event2026-06-30

Filed2026-07-29

IGPT

INVESCO EXCHANGE TRADED FD T

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

SANM

SANMINA CORP

New

Shares841

Event2026-06-30

Filed2026-07-29

Call Option Holdings

MSFT Call CallMICROSOFT CORP3.9K shares143.75%2026-06-302026-07-29

AMZN Call CallAMAZON COM INC5.0K shares100.00%2026-06-302026-07-29

BW Call CallBABCOCK & WILCOX ENTERPRISES37.5K sharesnew addition2026-06-302026-07-29

CRM Call CallSALESFORCE INC2.6K sharesnew addition2026-06-302026-07-29

IREN Call CallIREN LIMITED7.5K shares-90.63%2026-06-302026-07-29

CRCL Call CallCIRCLE INTERNET GROUP INC5.3K sharesnew addition2026-06-302026-07-29

VZ Call CallVERIZON COMMUNICATIONS INC6.0K sharesnew addition2026-06-302026-07-29

INTU Call CallINTUIT700 sharesnew addition2026-06-302026-07-29

SERVICENOW INC Call CallSERVICENOW INC1.7K sharesnew addition2026-06-302026-07-29

XLE Call CallSELECT SECTOR SPDR TR3.1K sharesnew addition2026-06-302026-07-29

ALIBABA GROUP HLDG LTD Call CallALIBABA GROUP HLDG LTD1.6K sharesnew addition2026-06-302026-07-29

COIN Call CallCOINBASE GLOBAL INC800 shares60.00%2026-06-302026-07-29

STRATEGY INC Call CallSTRATEGY INC1.0K sharesnew addition2026-06-302026-07-29

ORACLE CORP Call CallORACLE CORP400 sharesnew addition2026-06-302026-07-29

PLUG Call CallPLUG PWR INC20.0K shares0.00%2026-06-302026-07-29

SOFI Call CallSOFI TECHNOLOGIES INC600 shares0.00%2026-06-302026-07-29

BMNR Call CallBITMINE IMMERSION TECHS INC200 sharesnew addition2026-06-302026-07-29

MSFT Call

MICROSOFT CORP

143.75%

Shares3.9K

Event2026-06-30

Filed2026-07-29

AMZN Call

AMAZON COM INC

100.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

BW Call

BABCOCK & WILCOX ENTERPRISES

New

Shares37.5K

Event2026-06-30

Filed2026-07-29

CRM Call

SALESFORCE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-29

IREN Call

IREN LIMITED

-90.63%

Shares7.5K

Event2026-06-30

Filed2026-07-29

CRCL Call

CIRCLE INTERNET GROUP INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-29

VZ Call

VERIZON COMMUNICATIONS INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-29

INTU Call

INTUIT

New

Shares700

Event2026-06-30

Filed2026-07-29

SERVICENOW INC Call

SERVICENOW INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

XLE Call

SELECT SECTOR SPDR TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD Call

ALIBABA GROUP HLDG LTD

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

COIN Call

COINBASE GLOBAL INC

60.00%

Shares800

Event2026-06-30

Filed2026-07-29

STRATEGY INC Call

STRATEGY INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ORACLE CORP Call

ORACLE CORP

New

Shares400

Event2026-06-30

Filed2026-07-29

PLUG Call

PLUG PWR INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

SOFI Call

SOFI TECHNOLOGIES INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

BMNR Call

BITMINE IMMERSION TECHS INC

New

Shares200

Event2026-06-30

Filed2026-07-29

Put Option Holdings

No put option holdings data available