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The Analysis of XML Financial, LLC's Holdings & P&L

Currently, XML Financial, LLC holds 447 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VGT (+256.4K shares, valued at $30.6M), IWF (+210.3K shares, valued at $26.1M), FSMB (+519.3K shares, valued at $10.4M); decreased their positions in FUMB (-514.4K shares, valued at $10.3M), VCIT (-72.1K shares, valued at $6.0M), QDIV (-113.9K shares, valued at $4.2M); initiated new positions in FSMB (+519.3K shares, valued at $10.4M), N/A (+189.8K shares, valued at $9.5M), STT (+5.4K shares, valued at $923.5K).

1M P&L

+211.6K+0.02%

3M P&L

+21.3M+1.85%

HY P&L

-40.6M-3.35%

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/A813.8M

66.5%

2Semiconductors46.1M

3.8%

3Drug Manufacturers - General38.0M

3.1%

Top Industries by Stock Count

1N/A182 stocks

46.5%

2Semiconductors11 stocks

2.8%

3Asset Management10 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.7M shares3.20%2026-06-302026-07-24

DGRO ISHARES TR585.9K shares1.71%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR1.3M shares0.78%2026-06-302026-07-24

VGT VANGUARD WORLD FD292.8K shares704.48%2026-06-302026-07-24

IWF ISHARES TR281.4K shares296.13%2026-06-302026-07-24

IWB ISHARES TR81.9K shares-0.75%2026-06-302026-07-24

AAPL APPLE INC116.0K shares0.73%2026-06-302026-07-24

ISHARES TR ISHARES TR37.4K shares3.04%2026-06-302026-07-24

Sponsored

IWR ISHARES TR233.8K shares-1.56%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS317.3K shares16.84%2026-06-302026-07-24

MSFT MICROSOFT CORP57.8K shares3.05%2026-06-302026-07-24

PTY PIMCO CORPORATE & INCOME OPP1.8M shares10.28%2026-06-302026-07-24

CWB SPDR SERIES TRUST181.5K shares-2.72%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL36.1K shares6.63%2026-06-302026-07-24

CORP PIMCO ETF TR182.7K shares-0.85%2026-06-302026-07-24

GLD SPDR GOLD TR42.5K shares-0.74%2026-06-302026-07-24

Sponsored

JNJ JOHNSON & JOHNSON60.7K shares-3.51%2026-06-302026-07-24

NVDA NVIDIA CORPORATION74.3K shares10.83%2026-06-302026-07-24

GSLC GOLDMAN SACHS ETF TR104.4K shares1.66%2026-06-302026-07-24

IYF ISHARES TR113.8K shares0.04%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC122.0K shares-4.55%2026-06-302026-07-24

SPTM SPDR SERIES TRUST155.6K shares-2.86%2026-06-302026-07-24

GOOGL ALPHABET INC36.4K shares0.99%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO39.6K shares-0.18%2026-06-302026-07-24

Sponsored

COWZ PACER FDS TR208.2K shares2.92%2026-06-302026-07-24

IWM ISHARES TR43.1K shares-0.20%2026-06-302026-07-24

AMZN AMAZON COM INC52.6K shares-2.14%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR390.8K shares-3.08%2026-06-302026-07-24

IWP ISHARES TR83.4K shares0.99%2026-06-302026-07-24

IWD ISHARES TR50.2K shares1.91%2026-06-302026-07-24

RNP COHEN & STEERS REIT & PFD &598.7K shares6.71%2026-06-302026-07-24

IJR ISHARES TR81.3K shares-3.60%2026-06-302026-07-24

Sponsored

SPHD INVESCO EXCH TRADED FD TR II232.7K shares3.57%2026-06-302026-07-24

IWS ISHARES TR68.1K shares0.40%2026-06-302026-07-24

BAC BANK OF AMER CORP195.6K shares-3.15%2026-06-302026-07-24

VO VANGUARD INDEX FDS136.3K shares336.77%2026-06-302026-07-24

NANR SPDR INDEX SHS FDS142.2K shares12.10%2026-06-302026-07-24

FSMB FIRST TR EXCH TRADED FD III519.3K sharesnew addition2026-06-302026-07-24

QCOM QUALCOMM INC54.9K shares-9.03%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS60.9K shares-2.11%2026-06-302026-07-24

Sponsored

PIMCO ETF TR PIMCO ETF TR189.8K sharesnew addition2026-06-302026-07-24

GPIQ GOLDMAN SACHS ETF TR159.2K shares-9.27%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC12.5K shares-10.65%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION47.6K shares-6.33%2026-06-302026-07-24

UCON FIRST TR EXCHNG TRADED FD VI354.5K shares0.46%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS171.1K shares0.99%2026-06-302026-07-24

QQQ INVESCO QQQ TR11.7K shares1.57%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS29.2K shares-3.77%2026-06-302026-07-24

Sponsored

GOOG ALPHABET INC22.4K shares-1.52%2026-06-302026-07-24

IWO ISHARES TR19.8K shares-3.47%2026-06-302026-07-24

MRK MERCK & CO INC59.1K shares-3.36%2026-06-302026-07-24

IWN ISHARES TR32.4K shares1.05%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL220.3K shares-5.60%2026-06-302026-07-24

CEFS EXCHANGE LISTED FDS TR270.3K shares16.62%2026-06-302026-07-24

IGLD FIRST TR EXCHANGE-TRADED FD323.0K shares4.54%2026-06-302026-07-24

AMGN AMGEN INC18.7K shares-3.55%2026-06-302026-07-24

Sponsored

VB VANGUARD INDEX FDS21.8K shares5.03%2026-06-302026-07-24

VOO VANGUARD INDEX FDS9.3K shares3.07%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.4K shares4.16%2026-06-302026-07-24

XYLD GLOBAL X FDS152.5K shares10.33%2026-06-302026-07-24

IVW ISHARES TR44.0K shares-1.51%2026-06-302026-07-24

DJIA GLOBAL X FDS271.8K shares352.03%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS72.1K shares-50.01%2026-06-302026-07-24

CVX CHEVRON CORPORATION35.0K shares-2.56%2026-06-302026-07-24

Sponsored

DGRS WISDOMTREE TR97.1K shares-5.87%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP41.9K shares-5.88%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC9.7K shares-8.88%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS43.2K shares19.13%2026-06-302026-07-24

INTC INTEL CORP38.6K shares-21.69%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares250.00%2026-06-302026-07-24

SUB ISHARES TR47.7K shares0.15%2026-06-302026-07-24

VONV VANGUARD SCOTTSDALE FDS47.7K shares7.74%2026-06-302026-07-24

Sponsored

BROADCOM INC BROADCOM INC12.8K shares-11.63%2026-06-302026-07-24

EMR EMERSON ELEC CO33.6K shares-5.61%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC113.4K shares-5.04%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS12.8K shares23.48%2026-06-302026-07-24

CVS CVS HEALTH CORP42.4K shares-6.38%2026-06-302026-07-24

IGIB ISHARES TR81.8K shares419.94%2026-06-302026-07-24

CMI CUMMINS INC5.9K shares-6.53%2026-06-302026-07-24

UL UNILEVER PLC70.4K shares-15.84%2026-06-302026-07-24

Sponsored

PFF ISHARES TR135.6K shares-1.24%2026-06-302026-07-24

EFA ISHARES TR39.6K shares-2.71%2026-06-302026-07-24

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS33.8K shares9.81%2026-06-302026-07-24

T AT&T INC183.5K shares-7.28%2026-06-302026-07-24

EPD ENTERPRISE PRODS PARTNERS L102.1K shares-9.11%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR19.4K shares15.51%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC3.6K shares-5.91%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP6.9K shares-0.42%2026-06-302026-07-24

Sponsored

MUNI PIMCO ETF TR66.8K shares21.77%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.7K shares0.11%2026-06-302026-07-24

CAT CATERPILLAR INC3.2K shares-38.17%2026-06-302026-07-24

TFC TRUIST FINL CORP67.0K shares-3.28%2026-06-302026-07-24

USB US BANCORP55.2K shares6.47%2026-06-302026-07-24

ANET ARISTA NETWORKS INC19.4K shares0.88%2026-06-302026-07-24

IJH ISHARES TR42.3K shares3.40%2026-06-302026-07-24

RPG INVESCO EXCHANGE TRADED FD T50.6K shares-0.11%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS14.6K shares0.10%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC6.4K shares-6.44%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC28.3K shares-1.03%2026-06-302026-07-24

WMT WALMART INC25.1K shares-0.70%2026-06-302026-07-24

MOAT VANECK ETF TRUST27.0K shares-2.52%2026-06-302026-07-24

GE GE AEROSPACE7.2K shares-3.09%2026-06-302026-07-24

UNP UNION PAC CORP9.9K shares-0.36%2026-06-302026-07-24

HD HOME DEPOT INC7.6K shares-6.00%2026-06-302026-07-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO46.4K shares-9.79%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC38.5K shares-0.68%2026-06-302026-07-24

ISHARES TR ISHARES TR26.4K shares10.14%2026-06-302026-07-24

OHI OMEGA HEALTHCARE INVS INC54.7K shares-6.97%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC2.3K shares14.53%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC9.0K shares0.91%2026-06-302026-07-24

TSLA TESLA INC6.0K shares3.22%2026-06-302026-07-24

ABBVIE INC ABBVIE INC10.0K shares-1.87%2026-06-302026-07-24

Sponsored

XSOE WISDOMTREE TR50.5K shares2.74%2026-06-302026-07-24

IXUS ISHARES TR25.9K shares-0.37%2026-06-302026-07-24

FDX FEDEX CORP7.7K shares-6.35%2026-06-302026-07-24

PFE PFIZER INC99.4K shares-15.37%2026-06-302026-07-24

PSX PHILLIPS 6613.8K shares-10.23%2026-06-302026-07-24

LLY ELI LILLY & CO1.9K shares20.74%2026-06-302026-07-24

VISA INC VISA INC6.7K shares7.30%2026-06-302026-07-24

WCC WESCO INTL INC6.5K shares-0.38%2026-06-302026-07-24

Sponsored

PRU PRUDENTIAL FINL INC20.0K shares-1.36%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS30.1K shares21.12%2026-06-302026-07-24

ORACLE CORP ORACLE CORP14.6K shares-1.35%2026-06-302026-07-24

KO COCA COLA CO25.8K shares8.90%2026-06-302026-07-24

ILCG ISHARES TR17.9K shares0.00%2026-06-302026-07-24

NEM NEWMONT CORP22.4K shares-9.49%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC3.6K shares-7.98%2026-06-302026-07-24

PG PROCTER & GAMBLE CO13.8K shares7.49%2026-06-302026-07-24

Sponsored

GD GENERAL DYNAMICS CORP5.7K shares-1.69%2026-06-302026-07-24

GOOD GLADSTONE COMMERCIAL CORP162.4K shares-14.95%2026-06-302026-07-24

APH AMPHENOL CORP11.0K shares4.25%2026-06-302026-07-24

COWG PACER FDS TR48.1K shares8.56%2026-06-302026-07-24

MCD MCDONALDS CORP7.1K shares-3.48%2026-06-302026-07-24

PEP PEPSICO INC13.5K shares3.29%2026-06-302026-07-24

BA BOEING CO8.4K shares-4.20%2026-06-302026-07-24

ENFR ALPS ETF TR47.1K shares-2.08%2026-06-302026-07-24

Sponsored

BX BLACKSTONE INC15.2K shares-14.36%2026-06-302026-07-24

TPYP TORTOISE CAPITAL SERIES TRUS42.2K shares-7.44%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 402.5K shares-2.03%2026-06-302026-07-24

KJUL INNOVATOR ETFS TRUST50.5K shares-60.61%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC3.9K shares-37.52%2026-06-302026-07-24

LVHD LEGG MASON ETF INVT38.4K shares-1.14%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND3.2K shares0.03%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC4.8K shares18.31%2026-06-302026-07-24

Sponsored

DVY ISHARES TR10.4K shares3.83%2026-06-302026-07-24

ABT ABBOTT LABORATORIES18.0K shares7.23%2026-06-302026-07-24

LRGF ISHARES TR21.4K shares160.67%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS6.8K shares-5.19%2026-06-302026-07-24

AGCO AGCO CORP13.2K shares0.27%2026-06-302026-07-24

DHR DANAHER CORP DEL8.2K shares4.11%2026-06-302026-07-24

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC6.5K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC1.3K shares-13.64%2026-06-302026-07-24

Sponsored

MPWR MONOLITHIC PWR SYS INC1.1K shares-9.08%2026-06-302026-07-24

RLY SSGA ACTIVE ETF TR43.8K shares20.83%2026-06-302026-07-24

B BARRICK MNG CORP40.6K shares-15.67%2026-06-302026-07-24

ITM VANECK ETF TRUST31.8K shares4.69%2026-06-302026-07-24

FDVV FIDELITY COVINGTON TRUST24.5K shares40.74%2026-06-302026-07-24

BEPC BROOKFIELD RENEWABLE CORP39.7K shares-4.16%2026-06-302026-07-24

OEF ISHARES TR4.0K shares-1.48%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F25.7K shares-16.01%2026-06-302026-07-24

Sponsored

WPM WHEATON PRECIOUS METALS CORP12.4K shares3.46%2026-06-302026-07-24

LRCX LAM RESEARCH CORP3.1K shares7.33%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC15.0K shares-7.36%2026-06-302026-07-24

DIS DISNEY WALT CO13.5K shares-2.71%2026-06-302026-07-24

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME106.2K shares-20.25%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO13.4K shares-14.37%2026-06-302026-07-24

PSA PUBLIC STORAGE4.0K shares-11.68%2026-06-302026-07-24

IWV ISHARES TR3.0K shares0.20%2026-06-302026-07-24

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MAR MARRIOTT INTL INC NEW3.4K shares0.12%2026-06-302026-07-24

EEM ISHARES TR18.0K shares-6.41%2026-06-302026-07-24

UNM UNUM GROUP13.6K shares-1.45%2026-06-302026-07-24

VOT VANGUARD INDEX FDS3.8K shares0.05%2026-06-302026-07-24

IUSG ISHARES TR6.2K shares0.06%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC14.8K shares-7.79%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS22.4K shares99.07%2026-06-302026-07-24

TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC6.0K shares25.40%2026-06-302026-07-24

Sponsored

SPLV INVESCO EXCH TRADED FD TR II15.0K shares-49.56%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC3.8K shares0.00%2026-06-302026-07-24

QDIV GLOBAL X FDS29.9K shares-79.22%2026-06-302026-07-24

CSX CSX CORP22.4K shares0.00%2026-06-302026-07-24

AGX ARGAN INC1.3K shares14.29%2026-06-302026-07-24

TRU TRANSUNION14.6K shares0.00%2026-06-302026-07-24

NVT NVENT ELEC PLC6.2K shares56.46%2026-06-302026-07-24

UTG REAVES UTIL INCOME FD25.4K shares-2.10%2026-06-302026-07-24

Sponsored

COR CENCORA INC3.6K shares-26.07%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC8.7K shares-16.89%2026-06-302026-07-24

ESGU ISHARES TR6.2K shares5.11%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR33.5K shares-0.77%2026-06-302026-07-24

CLS CELESTICA INC2.6K shares1.54%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC3.5K shares-5.82%2026-06-302026-07-24

EME EMCOR GROUP INC1.1K shares0.00%2026-06-302026-07-24

STT STATE STR CORP5.4K sharesnew addition2026-06-302026-07-24

Sponsored

UAL UNITED AIRLS HLDGS INC6.7K shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC12.7K shares2.49%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP2.9K shares-3.78%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP4.5K shares55.40%2026-06-302026-07-24

ETFS GOLD TR ETFS GOLD TR23.4K shares-4.10%2026-06-302026-07-24

NSA NATIONAL STORAGE AFFILIATES20.1K shares-7.39%2026-06-302026-07-24

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST45.3K shares4.74%2026-06-302026-07-24

ITOT ISHARES TR5.4K shares5.22%2026-06-302026-07-24

Sponsored

ENB ENBRIDGE INC16.3K shares-1.35%2026-06-302026-07-24

IP INTERNATIONAL PAPER CO22.7K shares-39.82%2026-06-302026-07-24

PTNQ PACER FDS TR9.7K shares-1.12%2026-06-302026-07-24

COP CONOCOPHILLIPS8.2K shares-9.34%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL3.8K shares-5.02%2026-06-302026-07-24

IYW ISHARES TR3.4K shares0.00%2026-06-302026-07-24

NVS NOVARTIS AG5.4K shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares6.33%2026-06-302026-07-24

Sponsored

RF REGIONS FINANCIAL CORP NEW27.4K shares-1.08%2026-06-302026-07-24

PSK SPDR SERIES TRUST26.9K shares-0.17%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC4.6K shares2530.46%2026-06-302026-07-24

3M CO 3M CO4.9K shares-5.19%2026-06-302026-07-24

GSK PLC GSK PLC15.2K shares-3.50%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP1.2K shares-3.12%2026-06-302026-07-24

IGE ISHARES TR14.1K shares5.50%2026-06-302026-07-24

GM GENERAL MTRS CO10.2K shares-16.20%2026-06-302026-07-24

Sponsored

KMB KIMBERLY-CLARK CORP7.2K shares9.97%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC2.9K shares-19.04%2026-06-302026-07-24

PPA INVESCO EXCHANGE TRADED FD T4.4K shares-0.74%2026-06-302026-07-24

CLX CLOROX CO DEL8.2K shares54.06%2026-06-302026-07-24

RDVY FIRST TR EXCHANGE TRADED FD9.6K shares0.00%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC13.4K shares5.91%2026-06-302026-07-24

CMCSA COMCAST CORP NEW31.6K shares-10.50%2026-06-302026-07-24

ET ENERGY TRANSFER L P40.3K shares-3.13%2026-06-302026-07-24

Sponsored

VYMI VANGUARD WHITEHALL FDS7.8K shares-9.88%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS1.2K shares3.76%2026-06-302026-07-24

IWC ISHARES TR3.7K shares103.92%2026-06-302026-07-24

RWO SPDR INDEX SHS FDS15.1K shares-4.17%2026-06-302026-07-24

GDXJ VANECK ETF TRUST7.6K shares-3.43%2026-06-302026-07-24

INCM FRANKLIN TEMPLETON ETF TR25.9K shares-23.62%2026-06-302026-07-24

SYK STRYKER CORPORATION2.3K shares-20.37%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC1.5K shares-6.30%2026-06-302026-07-24

Sponsored

IUSV ISHARES TR6.6K shares0.50%2026-06-302026-07-24

GIS GENERAL MILLS INC20.9K shares-25.08%2026-06-302026-07-24

QYLD GLOBAL X FDS39.2K shares-24.31%2026-06-302026-07-24

WFC WELLS FARGO & CO8.7K shares-4.29%2026-06-302026-07-24

IESC IES HOLDINGS INC981 shares5.37%2026-06-302026-07-24

CRDO CREDO TECHNOLOGY GROUP HOLDI2.6K shares-2.43%2026-06-302026-07-24

AMRZ AMRIZE LTD13.3K shares34.58%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC985 shares17.26%2026-06-302026-07-24

Sponsored

CTRE CARETRUST REIT INC17.5K shares76.69%2026-06-302026-07-24

GLW CORNING INC2.8K shares63.23%2026-06-302026-07-24

BHP BHP BILLITON LIMITED8.4K shares-1.17%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC3.1K sharesnew addition2026-06-302026-07-24

CINF CINCINNATI FINL CORP3.8K shares0.56%2026-06-302026-07-24

TRGP TARGA RES CORP2.6K shares21.65%2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.1K sharesnew addition2026-06-302026-07-24

FDL FIRST TR EXCHANGE-TRADED FD14.1K shares8.23%2026-06-302026-07-24

Sponsored

LOW LOWES COS INC3.1K shares-18.55%2026-06-302026-07-24

BAPR INNOVATOR ETFS TRUST12.7K shares-5.58%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC1.7K shares76.01%2026-06-302026-07-24

CSL CARLISLE COS INC1.8K shares5.60%2026-06-302026-07-24

TXN TEXAS INSTRS INC2.2K shares-9.46%2026-06-302026-07-24

IBDV ISHARES TR29.2K shares11.37%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW5.0K shares-4.40%2026-06-302026-07-24

LUMENTUM HLDGS INC LUMENTUM HLDGS INC718 shares13.07%2026-06-302026-07-24

Sponsored

BND VANGUARD BD INDEX FDS8.3K shares51.76%2026-06-302026-07-24

GEHC GE HEALTHCARE TECHNOLOGIES I9.5K shares2.09%2026-06-302026-07-24

KLAC KLA CORP2.0K shares1026.40%2026-06-302026-07-24

PJUL INNOVATOR ETFS TRUST12.2K shares0.00%2026-06-302026-07-24

SEZL SEZZLE INC3.4K shares6.99%2026-06-302026-07-24

LYB LYONDELLBASELL INDUSTRIES NV11.2K shares-40.25%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO1.7K shares1.46%2026-06-302026-07-24

RIO RIO TINTO PLC6.1K shares-7.18%2026-06-302026-07-24

Sponsored

VXUS VANGUARD STAR FDS6.8K shares70.37%2026-06-302026-07-24

IBDW ISHARES TR27.8K shares12.64%2026-06-302026-07-24

FIX COMFORT SYS USA INC291 shares-2.68%2026-06-302026-07-24

PTLC PACER FDS TR9.6K sharesnew addition2026-06-302026-07-24

TJX TJX COS INC NEW3.7K shares27.61%2026-06-302026-07-24

IBDX ISHARES TR21.8K shares18.78%2026-06-302026-07-24

KKR KKR & CO INC6.0K shares9.15%2026-06-302026-07-24

ARK ETF TR ARK ETF TR6.8K shares0.00%2026-06-302026-07-24

Sponsored

TOWN TOWNEBANK PORTSMOUTH VA15.1K shares0.00%2026-06-302026-07-24

SOXX ISHARES TR833 shares-32.06%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC2.9K shares0.38%2026-06-302026-07-24

IAU ISHARES GOLD TR6.8K shares-4.73%2026-06-302026-07-24

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC3.4K sharesnew addition2026-06-302026-07-24

CIEN CIENA CORP1.0K shares8.91%2026-06-302026-07-24

MMD NYLI MACKAY DEFINEDTERM MUNI32.5K shares0.00%2026-06-302026-07-24

AIVI WISDOMTREE TR8.9K shares-1.35%2026-06-302026-07-24

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares-13.04%2026-06-302026-07-24

FEIM FREQUENCY ELECTRS INC7.5K shares15.38%2026-06-302026-07-24

CRM SALESFORCE INC3.2K shares-14.97%2026-06-302026-07-24

MGK VANGUARD WORLD FD5.6K shares471.31%2026-06-302026-07-24

O REALTY INCOME CORP7.9K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS5.7K shares470.50%2026-06-302026-07-24

EMO CLEARBRIDGE ENERGY MIDSTREAM9.8K shares6.70%2026-06-302026-07-24

AMT AMERICAN TOWER CORP3.0K shares-0.80%2026-06-302026-07-24

Sponsored

BE BLOOM ENERGY CORP1.6K sharesnew addition2026-06-302026-07-24

WMB WILLIAMS COS INC6.5K shares1.56%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II1.6K sharesnew addition2026-06-302026-07-24

MTB M & T BK CORP2.0K shares0.45%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO1.4K shares-17.25%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC943 shares-9.76%2026-06-302026-07-24

MCK MCKESSON CORP620 shares0.16%2026-06-302026-07-24

OMC OMNICOM GROUP INC6.4K shares0.52%2026-06-302026-07-24

Sponsored

AEM AGNICO EAGLE MINES LTD3.0K shares11.14%2026-06-302026-07-24

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares-5.77%2026-06-302026-07-24

RSG REPUBLIC SVCS INC2.1K shares0.00%2026-06-302026-07-24

SMH VANECK ETF TRUST697 shares3.26%2026-06-302026-07-24

FESM FIDELITY COVINGTON TRUST9.4K shares0.00%2026-06-302026-07-24

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC3.2K shares-23.11%2026-06-302026-07-24

ISHARES TR ISHARES TR4.6K shares1.09%2026-06-302026-07-24

ABCL ABCELLERA BIOLOGICS INC57.0K shares35.69%2026-06-302026-07-24

Sponsored

HUT HUT 8 CORP3.9K sharesnew addition2026-06-302026-07-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.5K shares57.71%2026-06-302026-07-24

NPKI NPK INTERNATIONAL INC27.5K shares120.14%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC569 sharesnew addition2026-06-302026-07-24

BOCT INNOVATOR ETFS TRUST8.2K shares-3.56%2026-06-302026-07-24

MUB ISHARES TR4.0K shares-6.05%2026-06-302026-07-24

VTES VANGUARD WELLINGTON FD4.3K shares0.00%2026-06-302026-07-24

IBDZ ISHARES TR16.2K shares20.54%2026-06-302026-07-24

Sponsored

C CITIGROUP INC3.0K shares0.00%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS7.1K sharesnew addition2026-06-302026-07-24

IBDY ISHARES TR15.9K shares19.64%2026-06-302026-07-24

SIMO SILICON MOTION TECHNOLOGY CO1.2K sharesnew addition2026-06-302026-07-24

LII LENNOX INTL INC698 sharesnew addition2026-06-302026-07-24

GLTR ABRDN PRECIOUS METALS BASKET2.2K shares0.00%2026-06-302026-07-24

VANECK ETF TRUST VANECK ETF TRUST5.1K shares0.00%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.2K shares0.17%2026-06-302026-07-24

Sponsored

SPHB INVESCO EXCH TRADED FD TR II2.5K shares0.00%2026-06-302026-07-24

FREEPORT MCMORAN INC FREEPORT MCMORAN INC6.1K shares22.16%2026-06-302026-07-24

SBUX STARBUCKS CORP3.7K shares0.32%2026-06-302026-07-24

DE DEERE & CO597 shares-10.09%2026-06-302026-07-24

CLH CLEAN HARBORS INC1.3K shares0.00%2026-06-302026-07-24

UJAN INNOVATOR ETFS TRUST8.3K shares0.00%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP386 shares4.04%2026-06-302026-07-24

SHM SPDR SERIES TRUST7.8K shares0.00%2026-06-302026-07-24

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP3.0K shares22.92%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY4.3K shares0.00%2026-06-302026-07-24

IBDU ISHARES TR16.2K shares0.00%2026-06-302026-07-24

TGT TARGET CORP2.8K shares-5.00%2026-06-302026-07-24

POCT INNOVATOR ETFS TRUST8.0K shares0.00%2026-06-302026-07-24

PREF PRINCIPAL EXCHANGE TRADED FD19.4K shares1.34%2026-06-302026-07-24

DTM DT MIDSTREAM INC2.5K shares0.00%2026-06-302026-07-24

IAUM ISHARES GOLD TRUST MICRO9.2K shares17.62%2026-06-302026-07-24

Sponsored

RMM RIVERNORTH MANAGED DUR MUN I24.7K shares-40.05%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL377 sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC850 shares0.59%2026-06-302026-07-24

IMCB ISHARES TR3.7K shares0.00%2026-06-302026-07-24

ECL ECOLAB INC1.3K shares-2.28%2026-06-302026-07-24

RYLD GLOBAL X FDS22.1K shares-11.93%2026-06-302026-07-24

TEMA ETF TRUST TEMA ETF TRUST11.4K sharesnew addition2026-06-302026-07-24

LUCD LUCID DIAGNOSTICS INC323.2K shares44.80%2026-06-302026-07-24

Sponsored

PCAR PACCAR INC2.9K shares0.00%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.5K shares0.00%2026-06-302026-07-24

SHYG ISHARES TR8.0K sharesnew addition2026-06-302026-07-24

CEF SPROTT ASSET MANAGEMENT LP8.3K sharesnew addition2026-06-302026-07-24

VNQ VANGUARD INDEX FDS3.4K shares0.03%2026-06-302026-07-24

IBDT ISHARES TR13.2K shares-4.34%2026-06-302026-07-24

BLK BLACKROCK INC343 shares3.63%2026-06-302026-07-24

FDT FIRST TR EXCH TRD ALPHDX FD3.4K sharesnew addition2026-06-302026-07-24

Sponsored

ADM ARCHER DANIELS MIDLAND CO4.3K shares-11.46%2026-06-302026-07-24

WELL WELLTOWER INC1.4K shares0.00%2026-06-302026-07-24

SCD LMP CAP & INCOME FD INC20.5K shares0.00%2026-06-302026-07-24

NVG NUVEEN AMT FREE MUN CR INC F25.0K shares-10.71%2026-06-302026-07-24

ONEY SPDR SERIES TRUST2.5K shares-1.20%2026-06-302026-07-24

STRL STERLING INFRASTRUCTURE INC376 sharesnew addition2026-06-302026-07-24

ARES CAPITAL CORP ARES CAPITAL CORP17.0K shares-8.18%2026-06-302026-07-24

FRT FEDERAL RLTY INVT TR NEW2.6K shares-10.54%2026-06-302026-07-24

Sponsored

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-07-24

PSH PGIM ETF TR6.2K shares10.75%2026-06-302026-07-24

ALL ALLSTATE CORP1.3K shares0.00%2026-06-302026-07-24

PMM PUTNAM MANAGED MUN INCOME TR47.1K shares-9.59%2026-06-302026-07-24

ARCHROCK INC ARCHROCK INC7.5K shares0.00%2026-06-302026-07-24

FGD FIRST TR EXCHANGE-TRADED FD9.5K sharesnew addition2026-06-302026-07-24

DTE DTE ENERGY CO2.0K shares0.00%2026-06-302026-07-24

ESGD ISHARES TR2.9K shares8.84%2026-06-302026-07-24

Sponsored

ALAI THE ALGER ETF TRUST6.6K shares5.49%2026-06-302026-07-24

CSQ CALAMOS STRATEGIC TOTAL RETU14.7K shares0.00%2026-06-302026-07-24

KRE SPDR SERIES TRUST4.0K shares-0.65%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC715 shares0.00%2026-06-302026-07-24

KGC KINROSS GOLD CORP12.6K shares5.91%2026-06-302026-07-24

IBB ISHARES TR1.6K sharesnew addition2026-06-302026-07-24

MINT PIMCO ETF TR2.9K shares-5.94%2026-06-302026-07-24

BFS SAUL CTRS INC7.8K shares-24.19%2026-06-302026-07-24

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP2.0K sharesnew addition2026-06-302026-07-24

BBVA BANCO BILBAO VIZCAYA ARGENTA11.6K shares-7.93%2026-06-302026-07-24

DOW DOW HLDGS INC10.6K shares-37.32%2026-06-302026-07-24

LDSF FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2026-06-302026-07-24

INTF ISHARES TR6.9K sharesnew addition2026-06-302026-07-24

FCPI FIDELITY COVINGTON TRUST5.1K shares0.27%2026-06-302026-07-24

AOR ISHARES TR4.0K shares-35.44%2026-06-302026-07-24

RPM RPM INTL INC2.5K shares0.00%2026-06-302026-07-24

Sponsored

ENVA ENOVA INTL INC1.1K sharesnew addition2026-06-302026-07-24

ETprI ENERGY TRANSFER L P23.8K shares12.29%2026-06-302026-07-24

APPLOVIN CORP APPLOVIN CORP519 shares-6.32%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2026-06-302026-07-24

VLO VALERO ENERGY CORP1.0K shares0.00%2026-06-302026-07-24

FMDE FIDELITY COVINGTON TRUST6.5K sharesnew addition2026-06-302026-07-24

GCOW PACER FDS TR6.0K shares0.78%2026-06-302026-07-24

XSD SPDR SERIES TRUST418 sharesnew addition2026-06-302026-07-24

Sponsored

JAAA JANUS DETROIT STR TR5.2K shares0.00%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T1.2K shares7.20%2026-06-302026-07-24

GTOP GOLDMAN SACHS ETF TR5.2K sharesnew addition2026-06-302026-07-24

WY WEYERHAEUSER CO10.6K shares-4.50%2026-06-302026-07-24

VXF VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-24

NMZ NUVEEN MUN HIGH INCOME OPPOR23.7K shares86.82%2026-06-302026-07-24

TYG TORTOISE ENERGY INFRSTRCTR C5.8K shares2.23%2026-06-302026-07-24

IDU ISHARES TR2.2K shares7.52%2026-06-302026-07-24

Sponsored

PPL CORP PPL CORP6.8K shares1.44%2026-06-302026-07-24

EGBN EAGLE BANCORPORATION INC8.7K shares0.00%2026-06-302026-07-24

IDEQ LAZARD ACTIVE ETF TR6.9K sharesnew addition2026-06-302026-07-24

PYLD PIMCO ETF TR9.0K shares14.60%2026-06-302026-07-24

EFG ISHARES TR1.9K shares0.79%2026-06-302026-07-24

SIL GLOBAL X FDS3.0K shares5.17%2026-06-302026-07-24

BEN FRANKLIN RESOURCES INC7.0K sharesnew addition2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD5.4K sharesnew addition2026-06-302026-07-24

Sponsored

NETFLIX INC. NETFLIX INC.3.3K shares-4.10%2026-06-302026-07-24

AZO AUTOZONE INC73 shares0.00%2026-06-302026-07-24

GSBD GOLDMAN SACHS BDC INC24.6K sharesnew addition2026-06-302026-07-24

FUMB FIRST TR EXCH TRADED FD III11.6K shares-97.79%2026-06-302026-07-24

RBC RBC BEARINGS INC360 shares-37.93%2026-06-302026-07-24

KLIC KULICKE & SOFFA INDS INC1.7K sharesnew addition2026-06-302026-07-24

ORLA ORLA MNG LTD NEW23.4K shares-40.46%2026-06-302026-07-24

IREN IREN LIMITED5.0K sharesnew addition2026-06-302026-07-24

Sponsored

CW CURTISS WRIGHT CORP300 shares0.00%2026-06-302026-07-24

MGM MGM RESORTS INTERNATIONAL4.7K sharesnew addition2026-06-302026-07-24

ESE ESCO TECHNOLOGIES INC645 sharesnew addition2026-06-302026-07-24

MPLX MPLX LP4.0K shares0.00%2026-06-302026-07-24

URI UNITED RENTALS INC197 sharesnew addition2026-06-302026-07-24

SUN SUNOCO LP/SUNOCO FIN CORP3.3K shares0.00%2026-06-302026-07-24

BSJQ INVESCO EXCH TRD SLF IDX FD9.6K sharesnew addition2026-06-302026-07-24

AGI ALAMOS GOLD INC7.2K shares10.77%2026-06-302026-07-24

Sponsored

AFL AFLAC INC1.9K shares0.00%2026-06-302026-07-24

SHEL SHELL PLC2.8K shares0.00%2026-06-302026-07-24

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-24

CAH CARDINAL HEALTH INC886 sharesnew addition2026-06-302026-07-24

OPEN OPENDOOR TECHNOLOGIES INC45.0K shares-74.29%2026-06-302026-07-24

IUSB ISHARES TR4.5K shares1.04%2026-06-302026-07-24

FMN FEDERATED HERMES PREM MUNI I17.9K shares0.00%2026-06-302026-07-24

HEI HEICO CORP NEW574 shares-39.96%2026-06-302026-07-24

Sponsored

CHUBB LIMITED CHUBB LIMITED600 sharesnew addition2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-07-24

FTCS FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2026-06-302026-07-24

CEG CONSTELLATION ENERGY CORP812 shares6.98%2026-06-302026-07-24

DNP DNP SELECT INCOME FD INC17.0K shares1.73%2026-06-302026-07-24

HL HECLA MINING COMPANY11.5K shares-4.96%2026-06-302026-07-24

CHW CALAMOS GBL DYN INCOME FUND17.2K shares0.00%2026-06-302026-07-24

IAE VOYA ASIA PAC HIGH DIV EQT I15.6K shares0.00%2026-06-302026-07-24

Sponsored

RFMZ RIVERNORTH FLEXIBLE MUNI INC10.0K shares-23.08%2026-06-302026-07-24

MFG MIZUHO FINANCIAL GROUP INC14.1K shares11.90%2026-06-302026-07-24

BDJ BLACKROCK ENHANCED EQUITY DI13.8K shares0.00%2026-06-302026-07-24

PSEC PROSPECT CAP CORP52.1K shares0.00%2026-06-302026-07-24

MGNX MACROGENICS INC24.8K shares0.00%2026-06-302026-07-24

KREF KKR REAL ESTATE FIN TR INC10.5K shares-63.35%2026-06-302026-07-24

IOVA IOVANCE BIOTHERAPEUTICS INC12.5K shares0.00%2026-06-302026-07-24

SCHG

SCHWAB STRATEGIC TR

3.20%

Shares1.7M

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

1.71%

Shares585.9K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.78%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

704.48%

Shares292.8K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

296.13%

Shares281.4K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-0.75%

Shares81.9K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.73%

Shares116.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.04%

Shares37.4K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-1.56%

Shares233.8K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

16.84%

Shares317.3K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

3.05%

Shares57.8K

Event2026-06-30

Filed2026-07-24

PTY

PIMCO CORPORATE & INCOME OPP

10.28%

Shares1.8M

Event2026-06-30

Filed2026-07-24

CWB

SPDR SERIES TRUST

-2.72%

Shares181.5K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.63%

Shares36.1K

Event2026-06-30

Filed2026-07-24

CORP

PIMCO ETF TR

-0.85%

Shares182.7K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-0.74%

Shares42.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-3.51%

Shares60.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

10.83%

Shares74.3K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

1.66%

Shares104.4K

Event2026-06-30

Filed2026-07-24

IYF

ISHARES TR

0.04%

Shares113.8K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-4.55%

Shares122.0K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

-2.86%

Shares155.6K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.99%

Shares36.4K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.18%

Shares39.6K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

2.92%

Shares208.2K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-0.20%

Shares43.1K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-2.14%

Shares52.6K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-3.08%

Shares390.8K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

0.99%

Shares83.4K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

1.91%

Shares50.2K

Event2026-06-30

Filed2026-07-24

RNP

COHEN & STEERS REIT & PFD &

6.71%

Shares598.7K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-3.60%

Shares81.3K

Event2026-06-30

Filed2026-07-24

SPHD

INVESCO EXCH TRADED FD TR II

3.57%

Shares232.7K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

0.40%

Shares68.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-3.15%

Shares195.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

336.77%

Shares136.3K

Event2026-06-30

Filed2026-07-24

NANR

SPDR INDEX SHS FDS

12.10%

Shares142.2K

Event2026-06-30

Filed2026-07-24

FSMB

FIRST TR EXCH TRADED FD III

New

Shares519.3K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-9.03%

Shares54.9K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-2.11%

Shares60.9K

Event2026-06-30

Filed2026-07-24

PIMCO ETF TR

New

Shares189.8K

Event2026-06-30

Filed2026-07-24

GPIQ

GOLDMAN SACHS ETF TR

-9.27%

Shares159.2K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-10.65%

Shares12.5K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-6.33%

Shares47.6K

Event2026-06-30

Filed2026-07-24

UCON

FIRST TR EXCHNG TRADED FD VI

0.46%

Shares354.5K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

0.99%

Shares171.1K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

1.57%

Shares11.7K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-3.77%

Shares29.2K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-1.52%

Shares22.4K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

-3.47%

Shares19.8K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-3.36%

Shares59.1K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

1.05%

Shares32.4K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

-5.60%

Shares220.3K

Event2026-06-30

Filed2026-07-24

CEFS

EXCHANGE LISTED FDS TR

16.62%

Shares270.3K

Event2026-06-30

Filed2026-07-24

IGLD

FIRST TR EXCHANGE-TRADED FD

4.54%

Shares323.0K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-3.55%

Shares18.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

5.03%

Shares21.8K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

3.07%

Shares9.3K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

4.16%

Shares8.4K

Event2026-06-30

Filed2026-07-24

XYLD

GLOBAL X FDS

10.33%

Shares152.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-1.51%

Shares44.0K

Event2026-06-30

Filed2026-07-24

DJIA

GLOBAL X FDS

352.03%

Shares271.8K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-50.01%

Shares72.1K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-2.56%

Shares35.0K

Event2026-06-30

Filed2026-07-24

DGRS

WISDOMTREE TR

-5.87%

Shares97.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-5.88%

Shares41.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-8.88%

Shares9.7K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

19.13%

Shares43.2K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-21.69%

Shares38.6K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

250.00%

Shares7

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

0.15%

Shares47.7K

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

7.74%

Shares47.7K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-11.63%

Shares12.8K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-5.61%

Shares33.6K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-5.04%

Shares113.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

23.48%

Shares12.8K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

-6.38%

Shares42.4K

Event2026-06-30

Filed2026-07-24

IGIB

ISHARES TR

419.94%

Shares81.8K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-6.53%

Shares5.9K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

-15.84%

Shares70.4K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

-1.24%

Shares135.6K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-2.71%

Shares39.6K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

9.81%

Shares33.8K

Event2026-06-30

Filed2026-07-24

AT&T INC

-7.28%

Shares183.5K

Event2026-06-30

Filed2026-07-24

EPD

ENTERPRISE PRODS PARTNERS L

-9.11%

Shares102.1K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

15.51%

Shares19.4K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

-5.91%

Shares3.6K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-0.42%

Shares6.9K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO ETF TR

21.77%

Shares66.8K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.11%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-38.17%

Shares3.2K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

-3.28%

Shares67.0K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

6.47%

Shares55.2K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

0.88%

Shares19.4K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

3.40%

Shares42.3K

Event2026-06-30

Filed2026-07-24

RPG

INVESCO EXCHANGE TRADED FD T

-0.11%

Shares50.6K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.10%

Shares14.6K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.44%

Shares6.4K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

-1.03%

Shares28.3K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.70%

Shares25.1K

Event2026-06-30

Filed2026-07-24

MOAT

VANECK ETF TRUST

-2.52%

Shares27.0K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-3.09%

Shares7.2K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

-0.36%

Shares9.9K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-6.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-9.79%

Shares46.4K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

-0.68%

Shares38.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

10.14%

Shares26.4K

Event2026-06-30

Filed2026-07-24

OHI

OMEGA HEALTHCARE INVS INC

-6.97%

Shares54.7K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

14.53%

Shares2.3K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

0.91%

Shares9.0K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

3.22%

Shares6.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-1.87%

Shares10.0K

Event2026-06-30

Filed2026-07-24

XSOE

WISDOMTREE TR

2.74%

Shares50.5K

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

-0.37%

Shares25.9K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

-6.35%

Shares7.7K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-15.37%

Shares99.4K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-10.23%

Shares13.8K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

20.74%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VISA INC

7.30%

Shares6.7K

Event2026-06-30

Filed2026-07-24

WCC

WESCO INTL INC

-0.38%

Shares6.5K

Event2026-06-30

Filed2026-07-24

PRU

PRUDENTIAL FINL INC

-1.36%

Shares20.0K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

21.12%

Shares30.1K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-1.35%

Shares14.6K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

8.90%

Shares25.8K

Event2026-06-30

Filed2026-07-24

ILCG

ISHARES TR

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

-9.49%

Shares22.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-7.98%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

7.49%

Shares13.8K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-1.69%

Shares5.7K

Event2026-06-30

Filed2026-07-24

GOOD

GLADSTONE COMMERCIAL CORP

-14.95%

Shares162.4K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

4.25%

Shares11.0K

Event2026-06-30

Filed2026-07-24

COWG

PACER FDS TR

8.56%

Shares48.1K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-3.48%

Shares7.1K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

3.29%

Shares13.5K

Event2026-06-30

Filed2026-07-24

BOEING CO

-4.20%

Shares8.4K

Event2026-06-30

Filed2026-07-24

ENFR

ALPS ETF TR

-2.08%

Shares47.1K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-14.36%

Shares15.2K

Event2026-06-30

Filed2026-07-24

TPYP

TORTOISE CAPITAL SERIES TRUS

-7.44%

Shares42.2K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

-2.03%

Shares2.5K

Event2026-06-30

Filed2026-07-24

KJUL

INNOVATOR ETFS TRUST

-60.61%

Shares50.5K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

-37.52%

Shares3.9K

Event2026-06-30

Filed2026-07-24

LVHD

LEGG MASON ETF INVT

-1.14%

Shares38.4K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

18.31%

Shares4.8K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

3.83%

Shares10.4K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

7.23%

Shares18.0K

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES TR

160.67%

Shares21.4K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-5.19%

Shares6.8K

Event2026-06-30

Filed2026-07-24

AGCO

AGCO CORP

0.27%

Shares13.2K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

4.11%

Shares8.2K

Event2026-06-30

Filed2026-07-24

JAZZ PHARMACEUTICALS PLC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

-13.64%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MPWR

MONOLITHIC PWR SYS INC

-9.08%

Shares1.1K

Event2026-06-30

Filed2026-07-24

RLY

SSGA ACTIVE ETF TR

20.83%

Shares43.8K

Event2026-06-30

Filed2026-07-24

BARRICK MNG CORP

-15.67%

Shares40.6K

Event2026-06-30

Filed2026-07-24

ITM

VANECK ETF TRUST

4.69%

Shares31.8K

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY COVINGTON TRUST

40.74%

Shares24.5K

Event2026-06-30

Filed2026-07-24

BEPC

BROOKFIELD RENEWABLE CORP

-4.16%

Shares39.7K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

-1.48%

Shares4.0K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

-16.01%

Shares25.7K

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP

3.46%

Shares12.4K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

7.33%

Shares3.1K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-7.36%

Shares15.0K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-2.71%

Shares13.5K

Event2026-06-30

Filed2026-07-24

NUVEEN QUALITY MUNCP INCOME

-20.25%

Shares106.2K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-14.37%

Shares13.4K

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

-11.68%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.20%

Shares3.0K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-6.41%

Shares18.0K

Event2026-06-30

Filed2026-07-24

UNM

UNUM GROUP

-1.45%

Shares13.6K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

0.05%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IUSG

ISHARES TR

0.06%

Shares6.2K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-7.79%

Shares14.8K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

99.07%

Shares22.4K

Event2026-06-30

Filed2026-07-24

TTM TECHNOLOGIES INC

25.40%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

-49.56%

Shares15.0K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

QDIV

GLOBAL X FDS

-79.22%

Shares29.9K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.00%

Shares22.4K

Event2026-06-30

Filed2026-07-24

AGX

ARGAN INC

14.29%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TRU

TRANSUNION

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

NVT

NVENT ELEC PLC

56.46%

Shares6.2K

Event2026-06-30

Filed2026-07-24

UTG

REAVES UTIL INCOME FD

-2.10%

Shares25.4K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

-26.07%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-16.89%

Shares8.7K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

5.11%

Shares6.2K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

-0.77%

Shares33.5K

Event2026-06-30

Filed2026-07-24

CLS

CELESTICA INC

1.54%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-5.82%

Shares3.5K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

2.49%

Shares12.7K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

-3.78%

Shares2.9K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

55.40%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ETFS GOLD TR

-4.10%

Shares23.4K

Event2026-06-30

Filed2026-07-24

NSA

NATIONAL STORAGE AFFILIATES

-7.39%

Shares20.1K

Event2026-06-30

Filed2026-07-24

ETF OPPORTUNITIES TRUST

4.74%

Shares45.3K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

5.22%

Shares5.4K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

-1.35%

Shares16.3K

Event2026-06-30

Filed2026-07-24

INTERNATIONAL PAPER CO

-39.82%

Shares22.7K

Event2026-06-30

Filed2026-07-24

PTNQ

PACER FDS TR

-1.12%

Shares9.7K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-9.34%

Shares8.2K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-5.02%

Shares3.8K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

6.33%

Shares1.6K

Event2026-06-30

Filed2026-07-24

REGIONS FINANCIAL CORP NEW

-1.08%

Shares27.4K

Event2026-06-30

Filed2026-07-24

PSK

SPDR SERIES TRUST

-0.17%

Shares26.9K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2530.46%

Shares4.6K

Event2026-06-30

Filed2026-07-24

3M CO

-5.19%

Shares4.9K

Event2026-06-30

Filed2026-07-24

GSK PLC

-3.50%

Shares15.2K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

-3.12%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IGE

ISHARES TR

5.50%

Shares14.1K

Event2026-06-30

Filed2026-07-24

GENERAL MTRS CO

-16.20%

Shares10.2K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

9.97%

Shares7.2K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

-19.04%

Shares2.9K

Event2026-06-30

Filed2026-07-24

PPA

INVESCO EXCHANGE TRADED FD T

-0.74%

Shares4.4K

Event2026-06-30

Filed2026-07-24

CLX

CLOROX CO DEL

54.06%

Shares8.2K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

5.91%

Shares13.4K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

-10.50%

Shares31.6K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

-3.13%

Shares40.3K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

-9.88%

Shares7.8K

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS

3.76%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWC

ISHARES TR

103.92%

Shares3.7K

Event2026-06-30

Filed2026-07-24

RWO

SPDR INDEX SHS FDS

-4.17%

Shares15.1K

Event2026-06-30

Filed2026-07-24

GDXJ

VANECK ETF TRUST

-3.43%

Shares7.6K

Event2026-06-30

Filed2026-07-24

INCM

FRANKLIN TEMPLETON ETF TR

-23.62%

Shares25.9K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-20.37%

Shares2.3K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

-6.30%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

0.50%

Shares6.6K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

-25.08%

Shares20.9K

Event2026-06-30

Filed2026-07-24

QYLD

GLOBAL X FDS

-24.31%

Shares39.2K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-4.29%

Shares8.7K

Event2026-06-30

Filed2026-07-24

IESC

IES HOLDINGS INC

5.37%

Shares981

Event2026-06-30

Filed2026-07-24

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-2.43%

Shares2.6K

Event2026-06-30

Filed2026-07-24

AMRZ

AMRIZE LTD

34.58%

Shares13.3K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

17.26%

Shares985

Event2026-06-30

Filed2026-07-24

CTRE

CARETRUST REIT INC

76.69%

Shares17.5K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

63.23%

Shares2.8K

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED

-1.17%

Shares8.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINL CORP

0.56%

Shares3.8K

Event2026-06-30

Filed2026-07-24

TRGP

TARGA RES CORP

21.65%

Shares2.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

8.23%

Shares14.1K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-18.55%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BAPR

INNOVATOR ETFS TRUST

-5.58%

Shares12.7K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

76.01%

Shares1.7K

Event2026-06-30

Filed2026-07-24

CSL

CARLISLE COS INC

5.60%

Shares1.8K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-9.46%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IBDV

ISHARES TR

11.37%

Shares29.2K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-4.40%

Shares5.0K

Event2026-06-30

Filed2026-07-24

LUMENTUM HLDGS INC

13.07%

Shares718

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

51.76%

Shares8.3K

Event2026-06-30

Filed2026-07-24

GEHC

GE HEALTHCARE TECHNOLOGIES I

2.09%

Shares9.5K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

1026.40%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

SEZL

SEZZLE INC

6.99%

Shares3.4K

Event2026-06-30

Filed2026-07-24

LYB

LYONDELLBASELL INDUSTRIES NV

-40.25%

Shares11.2K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

1.46%

Shares1.7K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

-7.18%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

70.37%

Shares6.8K

Event2026-06-30

Filed2026-07-24

IBDW

ISHARES TR

12.64%

Shares27.8K

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYS USA INC

-2.68%

Shares291

Event2026-06-30

Filed2026-07-24

PTLC

PACER FDS TR

New

Shares9.6K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

27.61%

Shares3.7K

Event2026-06-30

Filed2026-07-24

IBDX

ISHARES TR

18.78%

Shares21.8K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

9.15%

Shares6.0K

Event2026-06-30

Filed2026-07-24

ARK ETF TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

TOWN

TOWNEBANK PORTSMOUTH VA

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

-32.06%

Shares833

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.38%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-4.73%

Shares6.8K

Event2026-06-30

Filed2026-07-24

FEDEX FGHT HLDG CO INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

CIEN

CIENA CORP

8.91%

Shares1.0K

Event2026-06-30

Filed2026-07-24

MMD

NYLI MACKAY DEFINEDTERM MUNI

0.00%

Shares32.5K

Event2026-06-30

Filed2026-07-24

AIVI

WISDOMTREE TR

-1.35%

Shares8.9K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-13.04%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FEIM

FREQUENCY ELECTRS INC

15.38%

Shares7.5K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-14.97%

Shares3.2K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

471.31%

Shares5.6K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

470.50%

Shares5.7K

Event2026-06-30

Filed2026-07-24

EMO

CLEARBRIDGE ENERGY MIDSTREAM

6.70%

Shares9.8K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

-0.80%

Shares3.0K

Event2026-06-30

Filed2026-07-24

BLOOM ENERGY CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

1.56%

Shares6.5K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP

0.45%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-17.25%

Shares1.4K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-9.76%

Shares943

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

0.16%

Shares620

Event2026-06-30

Filed2026-07-24

OMC

OMNICOM GROUP INC

0.52%

Shares6.4K

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

11.14%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

-5.77%

Shares2.4K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

3.26%

Shares697

Event2026-06-30

Filed2026-07-24

FESM

FIDELITY COVINGTON TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

-23.11%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

1.09%

Shares4.6K

Event2026-06-30

Filed2026-07-24

ABCL

ABCELLERA BIOLOGICS INC

35.69%

Shares57.0K

Event2026-06-30

Filed2026-07-24

HUT

HUT 8 CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

57.71%

Shares3.5K

Event2026-06-30

Filed2026-07-24

NPKI

NPK INTERNATIONAL INC

120.14%

Shares27.5K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

New

Shares569

Event2026-06-30

Filed2026-07-24

BOCT

INNOVATOR ETFS TRUST

-3.56%

Shares8.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

-6.05%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

IBDZ

ISHARES TR

20.54%

Shares16.2K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares7.1K

Event2026-06-30

Filed2026-07-24

IBDY

ISHARES TR

19.64%

Shares15.9K

Event2026-06-30

Filed2026-07-24

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

LII

LENNOX INTL INC

New

Shares698

Event2026-06-30

Filed2026-07-24

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SPHB

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

22.16%

Shares6.1K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

0.32%

Shares3.7K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-10.09%

Shares597

Event2026-06-30

Filed2026-07-24

CLH

CLEAN HARBORS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

4.04%

Shares386

Event2026-06-30

Filed2026-07-24

SHM

SPDR SERIES TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

FYC

FIRST TR EXCHANGE-TRADED ALP

22.92%

Shares3.0K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

IBDU

ISHARES TR

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

-5.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

POCT

INNOVATOR ETFS TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-24

PREF

PRINCIPAL EXCHANGE TRADED FD

1.34%

Shares19.4K

Event2026-06-30

Filed2026-07-24

DTM

DT MIDSTREAM INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IAUM

ISHARES GOLD TRUST MICRO

17.62%

Shares9.2K

Event2026-06-30

Filed2026-07-24

RMM

RIVERNORTH MANAGED DUR MUN I

-40.05%

Shares24.7K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares377

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.59%

Shares850

Event2026-06-30

Filed2026-07-24

IMCB

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-2.28%

Shares1.3K

Event2026-06-30

Filed2026-07-24

RYLD

GLOBAL X FDS

-11.93%

Shares22.1K

Event2026-06-30

Filed2026-07-24

TEMA ETF TRUST

New

Shares11.4K

Event2026-06-30

Filed2026-07-24

LUCD

LUCID DIAGNOSTICS INC

44.80%

Shares323.2K

Event2026-06-30

Filed2026-07-24

PCAR

PACCAR INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

SHYG

ISHARES TR

New

Shares8.0K

Event2026-06-30

Filed2026-07-24

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares8.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

-4.34%

Shares13.2K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

3.63%

Shares343

Event2026-06-30

Filed2026-07-24

FDT

FIRST TR EXCH TRD ALPHDX FD

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

-11.46%

Shares4.3K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SCD

LMP CAP & INCOME FD INC

0.00%

Shares20.5K

Event2026-06-30

Filed2026-07-24

NVG

NUVEEN AMT FREE MUN CR INC F

-10.71%

Shares25.0K

Event2026-06-30

Filed2026-07-24

ONEY

SPDR SERIES TRUST

-1.20%

Shares2.5K

Event2026-06-30

Filed2026-07-24

STRL

STERLING INFRASTRUCTURE INC

New

Shares376

Event2026-06-30

Filed2026-07-24

ARES CAPITAL CORP

-8.18%

Shares17.0K

Event2026-06-30

Filed2026-07-24

FRT

FEDERAL RLTY INVT TR NEW

-10.54%

Shares2.6K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PSH

PGIM ETF TR

10.75%

Shares6.2K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PMM

PUTNAM MANAGED MUN INCOME TR

-9.59%

Shares47.1K

Event2026-06-30

Filed2026-07-24

ARCHROCK INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

FGD

FIRST TR EXCHANGE-TRADED FD

New

Shares9.5K

Event2026-06-30

Filed2026-07-24

DTE

DTE ENERGY CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES TR

8.84%

Shares2.9K

Event2026-06-30

Filed2026-07-24

ALAI

THE ALGER ETF TRUST

5.49%

Shares6.6K

Event2026-06-30

Filed2026-07-24

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-24

KRE

SPDR SERIES TRUST

-0.65%

Shares4.0K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares715

Event2026-06-30

Filed2026-07-24

KGC

KINROSS GOLD CORP

5.91%

Shares12.6K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

-5.94%

Shares2.9K

Event2026-06-30

Filed2026-07-24

BFS

SAUL CTRS INC

-24.19%

Shares7.8K

Event2026-06-30

Filed2026-07-24

FNX

FIRST TR EXCHANGE-TRADED ALP

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-7.93%

Shares11.6K

Event2026-06-30

Filed2026-07-24

DOW

DOW HLDGS INC

-37.32%

Shares10.6K

Event2026-06-30

Filed2026-07-24

LDSF

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-24

INTF

ISHARES TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-24

FCPI

FIDELITY COVINGTON TRUST

0.27%

Shares5.1K

Event2026-06-30

Filed2026-07-24

AOR

ISHARES TR

-35.44%

Shares4.0K

Event2026-06-30

Filed2026-07-24

RPM

RPM INTL INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ENVA

ENOVA INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

ETprI

ENERGY TRANSFER L P

12.29%

Shares23.8K

Event2026-06-30

Filed2026-07-24

APPLOVIN CORP

-6.32%

Shares519

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

FMDE

FIDELITY COVINGTON TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-07-24

GCOW

PACER FDS TR

0.78%

Shares6.0K

Event2026-06-30

Filed2026-07-24

XSD

SPDR SERIES TRUST

New

Shares418

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

7.20%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GTOP

GOLDMAN SACHS ETF TR

New

Shares5.2K

Event2026-06-30

Filed2026-07-24

WEYERHAEUSER CO

-4.50%

Shares10.6K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

NMZ

NUVEEN MUN HIGH INCOME OPPOR

86.82%

Shares23.7K

Event2026-06-30

Filed2026-07-24

TYG

TORTOISE ENERGY INFRSTRCTR C

2.23%

Shares5.8K

Event2026-06-30

Filed2026-07-24

IDU

ISHARES TR

7.52%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PPL CORP

1.44%

Shares6.8K

Event2026-06-30

Filed2026-07-24

EGBN

EAGLE BANCORPORATION INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-24

IDEQ

LAZARD ACTIVE ETF TR

New

Shares6.9K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

14.60%

Shares9.0K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

0.79%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SIL

GLOBAL X FDS

5.17%

Shares3.0K

Event2026-06-30

Filed2026-07-24

BEN

FRANKLIN RESOURCES INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-4.10%

Shares3.3K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

0.00%

Shares73

Event2026-06-30

Filed2026-07-24

GSBD

GOLDMAN SACHS BDC INC

New

Shares24.6K

Event2026-06-30

Filed2026-07-24

FUMB

FIRST TR EXCH TRADED FD III

-97.79%

Shares11.6K

Event2026-06-30

Filed2026-07-24

RBC

RBC BEARINGS INC

-37.93%

Shares360

Event2026-06-30

Filed2026-07-24

KLIC

KULICKE & SOFFA INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

ORLA

ORLA MNG LTD NEW

-40.46%

Shares23.4K

Event2026-06-30

Filed2026-07-24

IREN

IREN LIMITED

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

CURTISS WRIGHT CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-24

MGM

MGM RESORTS INTERNATIONAL

New

Shares4.7K

Event2026-06-30

Filed2026-07-24

ESE

ESCO TECHNOLOGIES INC

New

Shares645

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

New

Shares197

Event2026-06-30

Filed2026-07-24

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

BSJQ

INVESCO EXCH TRD SLF IDX FD

New

Shares9.6K

Event2026-06-30

Filed2026-07-24

AGI

ALAMOS GOLD INC

10.77%

Shares7.2K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

New

Shares886

Event2026-06-30

Filed2026-07-24

OPEN

OPENDOOR TECHNOLOGIES INC

-74.29%

Shares45.0K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

1.04%

Shares4.5K

Event2026-06-30

Filed2026-07-24

FMN

FEDERATED HERMES PREM MUNI I

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-24

HEI

HEICO CORP NEW

-39.96%

Shares574

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

New

Shares600

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-24

CEG

CONSTELLATION ENERGY CORP

6.98%

Shares812

Event2026-06-30

Filed2026-07-24

DNP

DNP SELECT INCOME FD INC

1.73%

Shares17.0K

Event2026-06-30

Filed2026-07-24

HECLA MINING COMPANY

-4.96%

Shares11.5K

Event2026-06-30

Filed2026-07-24

CHW

CALAMOS GBL DYN INCOME FUND

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-24

IAE

VOYA ASIA PAC HIGH DIV EQT I

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

RFMZ

RIVERNORTH FLEXIBLE MUNI INC

-23.08%

Shares10.0K

Event2026-06-30

Filed2026-07-24

MFG

MIZUHO FINANCIAL GROUP INC

11.90%

Shares14.1K

Event2026-06-30

Filed2026-07-24

BDJ

BLACKROCK ENHANCED EQUITY DI

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-24

PSEC

PROSPECT CAP CORP

0.00%

Shares52.1K

Event2026-06-30

Filed2026-07-24

MGNX

MACROGENICS INC

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-24

KREF

KKR REAL ESTATE FIN TR INC

-63.35%

Shares10.5K

Event2026-06-30

Filed2026-07-24

IOVA

IOVANCE BIOTHERAPEUTICS INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available