Sponsored

The Analysis of Abacus Planning Group, Inc.'s Holdings & P&L

Currently, Abacus Planning Group, Inc. holds 258 types of securities in its portfolio with a total value $808.9M. In the most recent quarter, they have increased their positions in STIP (+103.2K shares, valued at $10.5M), VBR (+8.9K shares, valued at $2.2M), VEA (+19.6K shares, valued at $1.4M); decreased their positions in JMTG (-84.3K shares, valued at $4.3M), VOO (-1.5K shares, valued at $997.9K), AAPL (-3.3K shares, valued at $945.1K); initiated new positions in AVLV (+8.3K shares, valued at $759.2K), DFAC (+11.3K shares, valued at $499.8K), ELV (+1.1K shares, valued at $442.3K).

1M P&L

+22.9M+3.47%

3M P&L

+29.2M+4.48%

HY P&L

+45.4M+7.13%

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/A485.5M

72.0%

2Railroads23.2M

3.4%

3Internet Retail22.2M

3.3%

Top Industries by Stock Count

1N/A84 stocks

38.5%

2Semiconductors9 stocks

4.1%

3Banks - Regional7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DSTL ETF SER SOLUTIONS1.4M shares-0.79%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS223.4K shares1.11%2026-06-302026-07-20

STIP ISHARES TR705.4K shares17.13%2026-06-302026-07-20

VBR VANGUARD INDEX FDS221.4K shares4.18%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS547.9K shares3.71%2026-06-302026-07-20

VXUS VANGUARD STAR FDS443.8K shares-0.57%2026-06-302026-07-20

UNP UNION PAC CORP81.9K shares-3.61%2026-06-302026-07-20

AMZN AMAZON COM INC93.2K shares-0.23%2026-06-302026-07-20

Sponsored

VOO VANGUARD INDEX FDS29.5K shares-4.70%2026-06-302026-07-20

JMTG J P MORGAN EXCHANGE TRADED F383.5K shares-18.01%2026-06-302026-07-20

DFAW DIMENSIONAL ETF TRUST212.1K shares0.08%2026-06-302026-07-20

AAPL APPLE INC51.5K shares-5.96%2026-06-302026-07-20

DFIS DIMENSIONAL ETF TRUST389.2K shares4.03%2026-06-302026-07-20

ISHARES TR ISHARES TR14.8K shares2.01%2026-06-302026-07-20

PSLV SPROTT ASSET MANAGEMENT LP565.3K shares0.00%2026-06-302026-07-20

VTV VANGUARD INDEX FDS46.7K shares8.42%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC27.2K shares-0.57%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F159.6K shares0.74%2026-06-302026-07-20

MSFT MICROSOFT CORP20.7K shares-3.71%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR300.0K shares-0.22%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO21.7K shares0.77%2026-06-302026-07-20

NVDA NVIDIA CORPORATION34.6K shares-0.97%2026-06-302026-07-20

VB VANGUARD INDEX FDS21.3K shares-2.40%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.1K shares-0.55%2026-06-302026-07-20

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP170.9K shares0.00%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F49.8K shares0.27%2026-06-302026-07-20

EEM ISHARES TR55.8K shares-0.49%2026-06-302026-07-20

MU MICRON TECHNOLOGY INC3.3K shares-3.68%2026-06-302026-07-20

BAC BANK AMERICA CORP64.6K shares-0.67%2026-06-302026-07-20

EW EDWARDS LIFESCIENCES CORP39.7K shares-0.75%2026-06-302026-07-20

MTB M & T BK CORP15.1K shares-0.04%2026-06-302026-07-20

INFL LISTED FDS TR71.4K shares21.61%2026-06-302026-07-20

Sponsored

IJS ISHARES TR25.0K shares-1.74%2026-06-302026-07-20

GOOGL ALPHABET INC9.5K shares0.58%2026-06-302026-07-20

WMT WALMART INC28.3K shares-4.18%2026-06-302026-07-20

LLY ELI LILLY & CO2.5K shares2.35%2026-06-302026-07-20

DFEM DIMENSIONAL ETF TRUST73.7K shares18.78%2026-06-302026-07-20

ARAMARK ARAMARK51.5K shares0.04%2026-06-302026-07-20

CAT CATERPILLAR INC2.7K shares-7.50%2026-06-302026-07-20

SCHC SCHWAB STRATEGIC TR60.2K shares-0.26%2026-06-302026-07-20

Sponsored

SCZ ISHARES TR35.1K shares-2.93%2026-06-302026-07-20

IBIT ISHARES BITCOIN TRUST ETF83.5K shares-2.09%2026-06-302026-07-20

KO COCA COLA CO33.9K shares0.61%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR21.2K shares4.75%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares8.20%2026-06-302026-07-20

BTC GRAYSCALE BITCOIN MINI TR ET99.2K shares0.02%2026-06-302026-07-20

WORKIVA INC WORKIVA INC53.0K shares0.00%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON9.9K shares-1.30%2026-06-302026-07-20

Sponsored

AVDE AMERICAN CENTY ETF TR27.2K shares-9.32%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares1.69%2026-06-302026-07-20

SHV ISHARES TR19.1K shares0.01%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC3.7K shares-2.45%2026-06-302026-07-20

INTC INTEL CORP14.5K shares0.67%2026-06-302026-07-20

EFA ISHARES TR19.4K shares0.96%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP14.7K shares11.65%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F12.8K shares0.19%2026-06-302026-07-20

Sponsored

IWM ISHARES TR6.6K shares-4.63%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR68.3K shares-0.42%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR63.3K shares-2.55%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR63.2K shares0.03%2026-06-302026-07-20

SFST SOUTHERN FIRST BANCSHARES29.2K shares-3.74%2026-06-302026-07-20

UNM UNUM GROUP20.0K shares0.01%2026-06-302026-07-20

FNV FRANCO NEV CORP8.2K shares2.71%2026-06-302026-07-20

DE DEERE & CO2.7K shares-4.77%2026-06-302026-07-20

Sponsored

BROADCOM INC BROADCOM INC4.3K shares-1.44%2026-06-302026-07-20

ORACLE CORP ORACLE CORP10.8K shares-1.72%2026-06-302026-07-20

PEP PEPSICO INC11.5K shares-19.62%2026-06-302026-07-20

MRK MERCK & CO INC12.1K shares-8.59%2026-06-302026-07-20

IEMG ISHARES INC18.1K shares-1.92%2026-06-302026-07-20

IWV ISHARES TR3.4K shares0.00%2026-06-302026-07-20

RWO SPDR INDEX SHS FDS29.0K shares-6.23%2026-06-302026-07-20

HPE HEWLETT PACKARD ENTERPRISE C30.6K shares-1.35%2026-06-302026-07-20

Sponsored

CISCO SYS INC CISCO SYS INC11.7K shares1.01%2026-06-302026-07-20

AMGN AMGEN INC3.7K shares0.00%2026-06-302026-07-20

DFAE DIMENSIONAL ETF TRUST33.0K shares23.95%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC2.3K shares-9.01%2026-06-302026-07-20

AVDV AMERICAN CENTY ETF TR12.5K shares12.19%2026-06-302026-07-20

HD HOME DEPOT INC3.6K shares-3.22%2026-06-302026-07-20

SUSA ISHARES TR8.3K shares0.25%2026-06-302026-07-20

VV VANGUARD INDEX FDS3.7K shares-0.38%2026-06-302026-07-20

Sponsored

BPOP POPULAR INC7.3K shares0.00%2026-06-302026-07-20

LEN LENNAR CORP13.2K shares-0.88%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW9.3K shares-0.18%2026-06-302026-07-20

DFGR DIMENSIONAL ETF TRUST38.1K shares30.06%2026-06-302026-07-20

GBTC GRAYSCALE BITCOIN TRUST ETF23.7K shares0.00%2026-06-302026-07-20

SW SMURFIT WESTROCK PLC23.1K shares0.23%2026-06-302026-07-20

JLL JONES LANG LASALLE INC3.4K shares13.45%2026-06-302026-07-20

DHR DANAHER CORP DEL5.6K shares-0.69%2026-06-302026-07-20

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC11.7K shares0.85%2026-06-302026-07-20

CAH CARDINAL HEALTH INC4.3K shares-0.18%2026-06-302026-07-20

CHD CHURCH & DWIGHT CO INC10.6K shares0.00%2026-06-302026-07-20

MET METLIFE INC12.1K shares0.13%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS3.6K shares1.39%2026-06-302026-07-20

MCD MCDONALDS CORP3.7K shares0.05%2026-06-302026-07-20

WCC WESCO INTL INC2.8K shares-8.52%2026-06-302026-07-20

R RYDER SYS INC3.5K shares0.00%2026-06-302026-07-20

Sponsored

APPLIED MATLS INC APPLIED MATLS INC1.3K shares-12.27%2026-06-302026-07-20

GE GE AEROSPACE2.4K shares1.44%2026-06-302026-07-20

QUANTA SVCS INC QUANTA SVCS INC1.2K shares-6.31%2026-06-302026-07-20

ESGV VANGUARD WORLD FD6.7K shares0.00%2026-06-302026-07-20

ASML ASML HLDG NV432 shares2.37%2026-06-302026-07-20

PG PROCTER & GAMBLE CO5.8K shares0.74%2026-06-302026-07-20

GLD SPDR GOLD TR2.3K shares0.00%2026-06-302026-07-20

ROP ROPER TECHNOLOGIES INC2.4K shares-1.14%2026-06-302026-07-20

Sponsored

YUM YUM BRANDS INC5.1K shares0.12%2026-06-302026-07-20

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares-1.27%2026-06-302026-07-20

EE EXCELERATE ENERGY INC21.0K shares0.00%2026-06-302026-07-20

GM GENERAL MTRS CO9.9K shares-0.34%2026-06-302026-07-20

TSLA TESLA INC1.8K shares-7.58%2026-06-302026-07-20

SLV ISHARES SILVER TR14.2K shares0.45%2026-06-302026-07-20

JBL JABIL INC2.0K shares0.15%2026-06-302026-07-20

AVLV AMERICAN CENTY ETF TR8.3K sharesnew addition2026-06-302026-07-20

Sponsored

QQQ INVESCO QQQ TR1.0K shares0.10%2026-06-302026-07-20

MPC MARATHON PETE CORP2.9K shares-1.26%2026-06-302026-07-20

INTU INTUIT2.8K shares-1.50%2026-06-302026-07-20

LOW LOWES COS INC3.2K shares0.00%2026-06-302026-07-20

NSC NORFOLK SOUTHN CORP2.2K shares16.49%2026-06-302026-07-20

FCCO FIRST CMNTY CORP S C21.2K shares-35.60%2026-06-302026-07-20

DIS DISNEY WALT CO7.1K shares-12.54%2026-06-302026-07-20

GEV GE VERNOVA INC577 shares-10.68%2026-06-302026-07-20

Sponsored

DISV DIMENSIONAL ETF TRUST16.5K shares0.89%2026-06-302026-07-20

VISA INC VISA INC1.9K shares5.17%2026-06-302026-07-20

SCHE SCHWAB STRATEGIC TR17.8K shares-1.22%2026-06-302026-07-20

OUNZ VANECK MERK GOLD ETF16.3K shares27.38%2026-06-302026-07-20

ALL ALLSTATE CORP2.6K shares3.74%2026-06-302026-07-20

PFE PFIZER INC25.6K shares0.47%2026-06-302026-07-20

ETN EATON CORP PLC1.4K shares-4.81%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR16.5K shares-0.23%2026-06-302026-07-20

Sponsored

VTRS VIATRIS INC37.6K shares-4.17%2026-06-302026-07-20

UAL UNITED AIRLS HLDGS INC4.4K shares-12.10%2026-06-302026-07-20

CVX CHEVRON CORPORATION3.6K shares-8.62%2026-06-302026-07-20

ABBVIE INC ABBVIE INC2.3K shares-1.73%2026-06-302026-07-20

WFC WELLS FARGO & CO7.0K shares-1.67%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR6.0K shares-19.59%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares0.00%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS7.2K shares0.00%2026-06-302026-07-20

Sponsored

IWB ISHARES TR1.3K shares0.00%2026-06-302026-07-20

CVS CVS HEALTH CORP5.0K shares1.23%2026-06-302026-07-20

AEP AMERICAN ELEC PWR CO INC3.7K shares4.02%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC7.4K shares3.28%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP1.4K shares-0.84%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST11.3K sharesnew addition2026-06-302026-07-20

MCO MOODYS CORP1.1K shares-5.11%2026-06-302026-07-20

TFC TRUIST FINL CORP9.9K shares1.34%2026-06-302026-07-20

Sponsored

CI THE CIGNA GROUP1.8K shares-13.82%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION2.6K shares1.74%2026-06-302026-07-20

ADI ANALOG DEVICES INC1.2K shares-7.34%2026-06-302026-07-20

CDW CDW CORP3.4K shares0.03%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-1.03%2026-06-302026-07-20

TXN TEXAS INSTRS INC1.6K shares-4.65%2026-06-302026-07-20

T AT&T INC22.7K shares-1.08%2026-06-302026-07-20

MRP MILLROSE PPTYS INC15.3K shares1.84%2026-06-302026-07-20

Sponsored

IWF ISHARES TR3.7K shares299.89%2026-06-302026-07-20

ELV ELEVANCE HEALTH INC FORMERLY1.1K sharesnew addition2026-06-302026-07-20

WSM WILLIAMS SONOMA INC1.9K shares-2.02%2026-06-302026-07-20

ADOBE INC ADOBE INC2.1K shares126.98%2026-06-302026-07-20

IJH ISHARES TR5.7K shares9.30%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC428 shares-9.51%2026-06-302026-07-20

ISHARES TR ISHARES TR4.4K shares0.00%2026-06-302026-07-20

FBND FIDELITY MERRIMACK STR TR9.4K sharesnew addition2026-06-302026-07-20

Sponsored

SM SM ENERGY COMPANY16.3K shares-6.09%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR12.2K shares-17.48%2026-06-302026-07-20

3M CO 3M CO2.6K shares20.90%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares0.40%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST5.0K shares12.05%2026-06-302026-07-20

SON SONOCO PRODS CO7.2K shares-3.07%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED792 shares2.06%2026-06-302026-07-20

TPR TAPESTRY INC2.8K shares-0.07%2026-06-302026-07-20

Sponsored

ARW ARROW ELECTRS INC1.9K shares-16.62%2026-06-302026-07-20

FI FISERV INC8.2K shares-2.98%2026-06-302026-07-20

ODFL OLD DOMINION FREIGHT LINE IN1.8K shares15.43%2026-06-302026-07-20

EMXF ISHARES TR6.7K shares-4.94%2026-06-302026-07-20

DFIC DIMENSIONAL ETF TRUST10.3K sharesnew addition2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.5.4K shares-1.63%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO1.1K shares5.13%2026-06-302026-07-20

BIIB BIOGEN INC1.7K shares-1.25%2026-06-302026-07-20

Sponsored

MSI MOTOROLA SOLUTIONS INC891 shares0.00%2026-06-302026-07-20

CLOUDFLARE INC CLOUDFLARE INC1.5K shares0.00%2026-06-302026-07-20

F FORD MTR CO25.7K shares-2.53%2026-06-302026-07-20

HCA HCA HEALTHCARE INC908 shares-13.52%2026-06-302026-07-20

COO COOPER COS INC4.9K shares-4.69%2026-06-302026-07-20

IWP ISHARES TR2.4K shares0.00%2026-06-302026-07-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.9K shares0.10%2026-06-302026-07-20

TT TRANE TECHNOLOGIES PLC695 shares0.72%2026-06-302026-07-20

Sponsored

PANW PALO ALTO NETWORKS INC999 sharesnew addition2026-06-302026-07-20

QCOM QUALCOMM INC1.8K shares8.24%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC8.0K shares6.25%2026-06-302026-07-20

CME CME GROUP INC1.5K shares-1.61%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL349 sharesnew addition2026-06-302026-07-20

IYR ISHARES TR3.3K shares0.00%2026-06-302026-07-20

PSX PHILLIPS 662.0K shares1.93%2026-06-302026-07-20

DFSV DIMENSIONAL ETF TRUST8.5K shares0.00%2026-06-302026-07-20

Sponsored

CHUBB LTD SWITZ CHUBB LTD SWITZ963 shares-55.25%2026-06-302026-07-20

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-07-20

ESGD ISHARES TR3.1K shares1.25%2026-06-302026-07-20

EZBC FRANKLIN TEMPLETON DIGITAL H9.5K shares0.00%2026-06-302026-07-20

HON HONEYWELL INTL INC1.4K shares-49.67%2026-06-302026-07-20

BLK BLACKROCK INC332 shares2.47%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO5.5K shares0.16%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP3.4K shares1.93%2026-06-302026-07-20

Sponsored

VO VANGUARD INDEX FDS3.9K shares367.47%2026-06-302026-07-20

BAX BAXTER INTL INC14.5K shares-2.48%2026-06-302026-07-20

HPQ HP INC13.7K shares-3.19%2026-06-302026-07-20

MO ALTRIA GROUP INC4.1K shares0.00%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO3.0K shares40.71%2026-06-302026-07-20

DOV DOVER CORP1.3K shares1.25%2026-06-302026-07-20

NGVT INGEVITY CORP3.8K shares0.00%2026-06-302026-07-20

SHEL SHELL PLC3.7K shares-18.05%2026-06-302026-07-20

Sponsored

AN AUTONATION INC1.5K shares-10.66%2026-06-302026-07-20

AON AON PLC856 shares1.30%2026-06-302026-07-20

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2026-06-302026-07-20

VUG VANGUARD INDEX FDS3.2K shares319.25%2026-06-302026-07-20

VGT VANGUARD WORLD FD2.3K shares698.97%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS2.8K shares0.35%2026-06-302026-07-20

VONE VANGUARD SCOTTSDALE FDS807 shares0.00%2026-06-302026-07-20

VSTS VESTIS CORPORATION18.8K shares-27.04%2026-06-302026-07-20

Sponsored

CSX CSX CORP5.7K shares-9.77%2026-06-302026-07-20

AVRE AMERICAN CENTY ETF TR5.7K shares-1.22%2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC1.0K shares-0.10%2026-06-302026-07-20

EOG EOG RES INC2.0K shares0.82%2026-06-302026-07-20

WELL WELLTOWER INC1.1K shares2.58%2026-06-302026-07-20

TJX TJX COS INC NEW1.7K shares14.88%2026-06-302026-07-20

INGR INGREDION INC2.6K sharesnew addition2026-06-302026-07-20

APA CORPORATION APA CORPORATION7.6K shares-29.70%2026-06-302026-07-20

Sponsored

FDX FEDEX CORP789 shares-8.47%2026-06-302026-07-20

RNR RENAISSANCERE HLDGS LTD767 shares-32.66%2026-06-302026-07-20

TGT TARGET CORP1.8K shares-1.18%2026-06-302026-07-20

FLUOR CORP FLUOR CORP4.6K shares-2.97%2026-06-302026-07-20

APPLOVIN CORP APPLOVIN CORP457 shares-23.32%2026-06-302026-07-20

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-06-302026-07-20

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.3K shares0.92%2026-06-302026-07-20

CDNS CADENCE DESIGN SYSTEM INC609 sharesnew addition2026-06-302026-07-20

Sponsored

HDV ISHARES TR8.3K shares400.00%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR7.3K shares0.00%2026-06-302026-07-20

IXUS ISHARES TR2.4K sharesnew addition2026-06-302026-07-20

BWA BORGWARNER INC3.4K sharesnew addition2026-06-302026-07-20

BG BUNGE GLOBAL SA2.1K shares0.43%2026-06-302026-07-20

EEMA ISHARES INC1.9K sharesnew addition2026-06-302026-07-20

DSMC ETF SER SOLUTIONS5.5K sharesnew addition2026-06-302026-07-20

ORA ORMAT TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-20

Sponsored

MCK MCKESSON CORP283 shares1.43%2026-06-302026-07-20

CBRE CBRE GROUP INC1.6K shares0.57%2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC494 sharesnew addition2026-06-302026-07-20

COP CONOCOPHILLIPS2.0K shares1.66%2026-06-302026-07-20

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V746 shares-41.35%2026-06-302026-07-20

SGOV ISHARES TR2.1K sharesnew addition2026-06-302026-07-20

BRT BRT APARTMENTS CORP13.5K shares0.00%2026-06-302026-07-20

VSGX VANGUARD WORLD FD2.5K sharesnew addition2026-06-302026-07-20

Sponsored

VNOM VIPER ENERGY INC4.9K shares5.72%2026-06-302026-07-20

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC11.4K shares0.00%2026-06-302026-07-20

DAKOTA GOLD CORP DAKOTA GOLD CORP40.2K shares0.00%2026-06-302026-07-20

ASRV AMERISERV FINL INC42.5K shares0.00%2026-06-302026-07-20

SGMT SAGIMET BIOSCIENCES INC18.1K shares0.00%2026-06-302026-07-20

AWF ALLIANCEBERNSTEIN GLOBAL HIG13.0K shares0.00%2026-06-302026-07-20

PRME PRIME MEDICINE INC25.2K shares0.00%2026-06-302026-07-20

PACB PACIFIC BIOSCIENCES CALIF IN51.2K shares0.00%2026-06-302026-07-20

Sponsored

FBIO FORTRESS BIOTECH INC14.5K shares0.00%2026-06-302026-07-20

XEROX HOLDINGS CORP XEROX HOLDINGS CORP100.0K shares0.00%2026-06-302026-07-20

DSTL

ETF SER SOLUTIONS

-0.79%

Shares1.4M

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

1.11%

Shares223.4K

Event2026-06-30

Filed2026-07-20

STIP

ISHARES TR

17.13%

Shares705.4K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

4.18%

Shares221.4K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

3.71%

Shares547.9K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

-0.57%

Shares443.8K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

-3.61%

Shares81.9K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-0.23%

Shares93.2K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

-4.70%

Shares29.5K

Event2026-06-30

Filed2026-07-20

JMTG

J P MORGAN EXCHANGE TRADED F

-18.01%

Shares383.5K

Event2026-06-30

Filed2026-07-20

DFAW

DIMENSIONAL ETF TRUST

0.08%

Shares212.1K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-5.96%

Shares51.5K

Event2026-06-30

Filed2026-07-20

DFIS

DIMENSIONAL ETF TRUST

4.03%

Shares389.2K

Event2026-06-30

Filed2026-07-20

ISHARES TR

2.01%

Shares14.8K

Event2026-06-30

Filed2026-07-20

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares565.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

8.42%

Shares46.7K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-0.57%

Shares27.2K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

0.74%

Shares159.6K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-3.71%

Shares20.7K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

-0.22%

Shares300.0K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

0.77%

Shares21.7K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-0.97%

Shares34.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.40%

Shares21.3K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-0.55%

Shares7.1K

Event2026-06-30

Filed2026-07-20

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares170.9K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

0.27%

Shares49.8K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

-0.49%

Shares55.8K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-3.68%

Shares3.3K

Event2026-06-30

Filed2026-07-20

BAC

BANK AMERICA CORP

-0.67%

Shares64.6K

Event2026-06-30

Filed2026-07-20

EDWARDS LIFESCIENCES CORP

-0.75%

Shares39.7K

Event2026-06-30

Filed2026-07-20

MTB

M & T BK CORP

-0.04%

Shares15.1K

Event2026-06-30

Filed2026-07-20

INFL

LISTED FDS TR

21.61%

Shares71.4K

Event2026-06-30

Filed2026-07-20

IJS

ISHARES TR

-1.74%

Shares25.0K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

0.58%

Shares9.5K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

-4.18%

Shares28.3K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

2.35%

Shares2.5K

Event2026-06-30

Filed2026-07-20

DFEM

DIMENSIONAL ETF TRUST

18.78%

Shares73.7K

Event2026-06-30

Filed2026-07-20

ARAMARK

0.04%

Shares51.5K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

-7.50%

Shares2.7K

Event2026-06-30

Filed2026-07-20

SCHC

SCHWAB STRATEGIC TR

-0.26%

Shares60.2K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-2.93%

Shares35.1K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

-2.09%

Shares83.5K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

0.61%

Shares33.9K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

4.75%

Shares21.2K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.20%

Shares5.3K

Event2026-06-30

Filed2026-07-20

BTC

GRAYSCALE BITCOIN MINI TR ET

0.02%

Shares99.2K

Event2026-06-30

Filed2026-07-20

WORKIVA INC

0.00%

Shares53.0K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-1.30%

Shares9.9K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

-9.32%

Shares27.2K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

1.69%

Shares2.3K

Event2026-06-30

Filed2026-07-20

SHV

ISHARES TR

0.01%

Shares19.1K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

-2.45%

Shares3.7K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

0.67%

Shares14.5K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

0.96%

Shares19.4K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

11.65%

Shares14.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.19%

Shares12.8K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-4.63%

Shares6.6K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

-0.42%

Shares68.3K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-2.55%

Shares63.3K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

0.03%

Shares63.2K

Event2026-06-30

Filed2026-07-20

SFST

SOUTHERN FIRST BANCSHARES

-3.74%

Shares29.2K

Event2026-06-30

Filed2026-07-20

UNM

UNUM GROUP

0.01%

Shares20.0K

Event2026-06-30

Filed2026-07-20

FNV

FRANCO NEV CORP

2.71%

Shares8.2K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-4.77%

Shares2.7K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-1.44%

Shares4.3K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

-1.72%

Shares10.8K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

-19.62%

Shares11.5K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

-8.59%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-1.92%

Shares18.1K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

RWO

SPDR INDEX SHS FDS

-6.23%

Shares29.0K

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

-1.35%

Shares30.6K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

1.01%

Shares11.7K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

DFAE

DIMENSIONAL ETF TRUST

23.95%

Shares33.0K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-9.01%

Shares2.3K

Event2026-06-30

Filed2026-07-20

AVDV

AMERICAN CENTY ETF TR

12.19%

Shares12.5K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-3.22%

Shares3.6K

Event2026-06-30

Filed2026-07-20

SUSA

ISHARES TR

0.25%

Shares8.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-0.38%

Shares3.7K

Event2026-06-30

Filed2026-07-20

BPOP

POPULAR INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-20

LEN

LENNAR CORP

-0.88%

Shares13.2K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

-0.18%

Shares9.3K

Event2026-06-30

Filed2026-07-20

DFGR

DIMENSIONAL ETF TRUST

30.06%

Shares38.1K

Event2026-06-30

Filed2026-07-20

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-20

SMURFIT WESTROCK PLC

0.23%

Shares23.1K

Event2026-06-30

Filed2026-07-20

JLL

JONES LANG LASALLE INC

13.45%

Shares3.4K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

-0.69%

Shares5.6K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

0.85%

Shares11.7K

Event2026-06-30

Filed2026-07-20

CAH

CARDINAL HEALTH INC

-0.18%

Shares4.3K

Event2026-06-30

Filed2026-07-20

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-20

MET

METLIFE INC

0.13%

Shares12.1K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

1.39%

Shares3.6K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-20

WCC

WESCO INTL INC

-8.52%

Shares2.8K

Event2026-06-30

Filed2026-07-20

RYDER SYS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

-12.27%

Shares1.3K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

1.44%

Shares2.4K

Event2026-06-30

Filed2026-07-20

QUANTA SVCS INC

-6.31%

Shares1.2K

Event2026-06-30

Filed2026-07-20

ESGV

VANGUARD WORLD FD

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

2.37%

Shares432

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.74%

Shares5.8K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

ROP

ROPER TECHNOLOGIES INC

-1.14%

Shares2.4K

Event2026-06-30

Filed2026-07-20

YUM

YUM BRANDS INC

0.12%

Shares5.1K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

-1.27%

Shares1.9K

Event2026-06-30

Filed2026-07-20

EXCELERATE ENERGY INC

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-20

GENERAL MTRS CO

-0.34%

Shares9.9K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

-7.58%

Shares1.8K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

0.45%

Shares14.2K

Event2026-06-30

Filed2026-07-20

JBL

JABIL INC

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-20

AVLV

AMERICAN CENTY ETF TR

New

Shares8.3K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

-1.26%

Shares2.9K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

-1.50%

Shares2.8K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

16.49%

Shares2.2K

Event2026-06-30

Filed2026-07-20

FCCO

FIRST CMNTY CORP S C

-35.60%

Shares21.2K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-12.54%

Shares7.1K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-10.68%

Shares577

Event2026-06-30

Filed2026-07-20

DISV

DIMENSIONAL ETF TRUST

0.89%

Shares16.5K

Event2026-06-30

Filed2026-07-20

VISA INC

5.17%

Shares1.9K

Event2026-06-30

Filed2026-07-20

SCHE

SCHWAB STRATEGIC TR

-1.22%

Shares17.8K

Event2026-06-30

Filed2026-07-20

OUNZ

VANECK MERK GOLD ETF

27.38%

Shares16.3K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

3.74%

Shares2.6K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

0.47%

Shares25.6K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-4.81%

Shares1.4K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

-0.23%

Shares16.5K

Event2026-06-30

Filed2026-07-20

VTRS

VIATRIS INC

-4.17%

Shares37.6K

Event2026-06-30

Filed2026-07-20

UAL

UNITED AIRLS HLDGS INC

-12.10%

Shares4.4K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-8.62%

Shares3.6K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-1.73%

Shares2.3K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-1.67%

Shares7.0K

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

-19.59%

Shares6.0K

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-20

CVS

CVS HEALTH CORP

1.23%

Shares5.0K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

4.02%

Shares3.7K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

3.28%

Shares7.4K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

-0.84%

Shares1.4K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

New

Shares11.3K

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

-5.11%

Shares1.1K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

1.34%

Shares9.9K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

-13.82%

Shares1.8K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

1.74%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

-7.34%

Shares1.2K

Event2026-06-30

Filed2026-07-20

CDW

CDW CORP

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

-1.03%

Shares2.0K

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

-4.65%

Shares1.6K

Event2026-06-30

Filed2026-07-20

AT&T INC

-1.08%

Shares22.7K

Event2026-06-30

Filed2026-07-20

MRP

MILLROSE PPTYS INC

1.84%

Shares15.3K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

299.89%

Shares3.7K

Event2026-06-30

Filed2026-07-20

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

WSM

WILLIAMS SONOMA INC

-2.02%

Shares1.9K

Event2026-06-30

Filed2026-07-20

ADOBE INC

126.98%

Shares2.1K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

9.30%

Shares5.7K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

-9.51%

Shares428

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

New

Shares9.4K

Event2026-06-30

Filed2026-07-20

SM ENERGY COMPANY

-6.09%

Shares16.3K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

-17.48%

Shares12.2K

Event2026-06-30

Filed2026-07-20

3M CO

20.90%

Shares2.6K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

0.40%

Shares1.2K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

12.05%

Shares5.0K

Event2026-06-30

Filed2026-07-20

SON

SONOCO PRODS CO

-3.07%

Shares7.2K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

2.06%

Shares792

Event2026-06-30

Filed2026-07-20

TPR

TAPESTRY INC

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-20

ARW

ARROW ELECTRS INC

-16.62%

Shares1.9K

Event2026-06-30

Filed2026-07-20

FISERV INC

-2.98%

Shares8.2K

Event2026-06-30

Filed2026-07-20

ODFL

OLD DOMINION FREIGHT LINE IN

15.43%

Shares1.8K

Event2026-06-30

Filed2026-07-20

EMXF

ISHARES TR

-4.94%

Shares6.7K

Event2026-06-30

Filed2026-07-20

DFIC

DIMENSIONAL ETF TRUST

New

Shares10.3K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-1.63%

Shares5.4K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

5.13%

Shares1.1K

Event2026-06-30

Filed2026-07-20

BIIB

BIOGEN INC

-1.25%

Shares1.7K

Event2026-06-30

Filed2026-07-20

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares891

Event2026-06-30

Filed2026-07-20

CLOUDFLARE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

FORD MTR CO

-2.53%

Shares25.7K

Event2026-06-30

Filed2026-07-20

HCA

HCA HEALTHCARE INC

-13.52%

Shares908

Event2026-06-30

Filed2026-07-20

COO

COOPER COS INC

-4.69%

Shares4.9K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

APOLLO GLOBAL MGMT INC

0.10%

Shares2.9K

Event2026-06-30

Filed2026-07-20

TRANE TECHNOLOGIES PLC

0.72%

Shares695

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

New

Shares999

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

8.24%

Shares1.8K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

6.25%

Shares8.0K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

-1.61%

Shares1.5K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares349

Event2026-06-30

Filed2026-07-20

IYR

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

1.93%

Shares2.0K

Event2026-06-30

Filed2026-07-20

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-20

CHUBB LTD SWITZ

-55.25%

Shares963

Event2026-06-30

Filed2026-07-20

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

1.25%

Shares3.1K

Event2026-06-30

Filed2026-07-20

EZBC

FRANKLIN TEMPLETON DIGITAL H

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-20

HON

HONEYWELL INTL INC

-49.67%

Shares1.4K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

2.47%

Shares332

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

0.16%

Shares5.5K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

1.93%

Shares3.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

367.47%

Shares3.9K

Event2026-06-30

Filed2026-07-20

BAX

BAXTER INTL INC

-2.48%

Shares14.5K

Event2026-06-30

Filed2026-07-20

HPQ

HP INC

-3.19%

Shares13.7K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

40.71%

Shares3.0K

Event2026-06-30

Filed2026-07-20

DOV

DOVER CORP

1.25%

Shares1.3K

Event2026-06-30

Filed2026-07-20

NGVT

INGEVITY CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

-18.05%

Shares3.7K

Event2026-06-30

Filed2026-07-20

AUTONATION INC

-10.66%

Shares1.5K

Event2026-06-30

Filed2026-07-20

AON

AON PLC

1.30%

Shares856

Event2026-06-30

Filed2026-07-20

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

319.25%

Shares3.2K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

698.97%

Shares2.3K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

0.35%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares807

Event2026-06-30

Filed2026-07-20

VSTS

VESTIS CORPORATION

-27.04%

Shares18.8K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

-9.77%

Shares5.7K

Event2026-06-30

Filed2026-07-20

AVRE

AMERICAN CENTY ETF TR

-1.22%

Shares5.7K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-20

EOG

EOG RES INC

0.82%

Shares2.0K

Event2026-06-30

Filed2026-07-20

WELL

WELLTOWER INC

2.58%

Shares1.1K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

14.88%

Shares1.7K

Event2026-06-30

Filed2026-07-20

INGR

INGREDION INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-20

APA CORPORATION

-29.70%

Shares7.6K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

-8.47%

Shares789

Event2026-06-30

Filed2026-07-20

RNR

RENAISSANCERE HLDGS LTD

-32.66%

Shares767

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

-1.18%

Shares1.8K

Event2026-06-30

Filed2026-07-20

FLUOR CORP

-2.97%

Shares4.6K

Event2026-06-30

Filed2026-07-20

APPLOVIN CORP

-23.32%

Shares457

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

SOUTHSTATE BK CORP

0.92%

Shares2.3K

Event2026-06-30

Filed2026-07-20

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares609

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

400.00%

Shares8.3K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-20

IXUS

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

BWA

BORGWARNER INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-20

BUNGE GLOBAL SA

0.43%

Shares2.1K

Event2026-06-30

Filed2026-07-20

EEMA

ISHARES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

DSMC

ETF SER SOLUTIONS

New

Shares5.5K

Event2026-06-30

Filed2026-07-20

ORA

ORMAT TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

1.43%

Shares283

Event2026-06-30

Filed2026-07-20

CBRE

CBRE GROUP INC

0.57%

Shares1.6K

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares494

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

1.66%

Shares2.0K

Event2026-06-30

Filed2026-07-20

NXP SEMICONDUCTORS N V

-41.35%

Shares746

Event2026-06-30

Filed2026-07-20

SGOV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

BRT

BRT APARTMENTS CORP

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-20

VSGX

VANGUARD WORLD FD

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

VNOM

VIPER ENERGY INC

5.72%

Shares4.9K

Event2026-06-30

Filed2026-07-20

RIVIAN AUTOMOTIVE INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-20

DAKOTA GOLD CORP

0.00%

Shares40.2K

Event2026-06-30

Filed2026-07-20

ASRV

AMERISERV FINL INC

0.00%

Shares42.5K

Event2026-06-30

Filed2026-07-20

SGMT

SAGIMET BIOSCIENCES INC

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-20

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-20

PRME

PRIME MEDICINE INC

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-20

PACB

PACIFIC BIOSCIENCES CALIF IN

0.00%

Shares51.2K

Event2026-06-30

Filed2026-07-20

FBIO

FORTRESS BIOTECH INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-20

XEROX HOLDINGS CORP

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

QQQ Put PutINVESCO QQQ TR100 sharesnew addition2026-06-302026-07-20

QQQ Put

INVESCO QQQ TR

New

Shares100

Event2026-06-30

Filed2026-07-20