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The Analysis of ADIRONDACK TRUST CO's Holdings & P&L

Currently, ADIRONDACK TRUST CO holds 558 types of securities in its portfolio with a total value $335.6M. In the most recent quarter, they have increased their positions in IWF (+34.7K shares, valued at $4.3M), VUG (+33.1K shares, valued at $2.9M), DYNF (+22.9K shares, valued at $1.6M); decreased their positions in CAT (-564 shares, valued at $600.6K), AAPL (-1.7K shares, valued at $496.8K), N/A (-2.9K shares, valued at $341.6K); initiated new positions in DYNF (+22.9K shares, valued at $1.6M), N/A (+1.2K shares, valued at $278.5K), N/A (+6.0K shares, valued at $150.7K).

1M P&L

+7.0M+2.89%

3M P&L

+3.4M+1.39%

HY P&L

-15.6M-5.87%

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/A96.1M

38.9%

2Semiconductors25.6M

10.3%

3Consumer Electronics18.2M

7.4%

Top Industries by Stock Count

1N/A142 stocks

29.3%

2Software - Application16 stocks

3.3%

3Aerospace & Defense12 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR S & P 500 ETF TRUST SPDR S & P 500 ETF TRUST56.4K shares-0.52%2026-06-302026-07-16

AAPL APPLE INC63.0K shares-2.65%2026-06-302026-07-16

NVDA NVIDIA CORP.86.5K shares-1.41%2026-06-302026-07-16

VTHR ETF VANGUARD RUSSELL 300036.1K shares10.65%2026-06-302026-07-16

MSFT MICROSOFT CORP24.2K shares1.72%2026-06-302026-07-16

AMZN AMAZON. COM, INC36.9K shares-0.46%2026-06-302026-07-16

CAT CATERPILLAR INC7.0K shares-7.46%2026-06-302026-07-16

MDY S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF9.5K shares-1.21%2026-06-302026-07-16

Sponsored

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM19.9K shares-1.24%2026-06-302026-07-16

IWF ISHARES RUSSELL 1000 GROWTH ETF46.2K shares303.21%2026-06-302026-07-16

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF259.3K shares6.06%2026-06-302026-07-16

APPLIED MATL INC APPLIED MATL INC7.4K shares-2.35%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON19.7K shares-1.28%2026-06-302026-07-16

IJR ISHARES CORE S&P SMALL-CAP ETF31.7K shares-1.21%2026-06-302026-07-16

ISHARES CORE TOTAL US AGGREGATE BOND ETF ISHARES CORE TOTAL US AGGREGATE BOND ETF45.5K shares32.94%2026-06-302026-07-16

LLY ELI LILLY & CO3.6K shares-3.06%2026-06-302026-07-16

Sponsored

BRK.B BERKSHIRE HATHAWAY INC. DEL CLASS B8.7K shares-0.34%2026-06-302026-07-16

TIP ISHARES TIPS BOND ETF38.5K shares39.54%2026-06-302026-07-16

IBDV ISHARES IBONDS DEC 2030 TERM CORP-ETF173.1K shares5.64%2026-06-302026-07-16

PG PROCTER & GAMBLE CO25.6K shares-2.22%2026-06-302026-07-16

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF158.4K shares4.29%2026-06-302026-07-16

XLK TECHNOLOGY SELECT SECT SPDR18.3K shares-1.04%2026-06-302026-07-16

IBDX ISHARES TRUST IBONDS DEC2032TERM CORP ETF138.2K shares6.20%2026-06-302026-07-16

ABBVIE INC. ABBVIE INC.13.7K shares-1.51%2026-06-302026-07-16

Sponsored

VUG VANGUARD GROWTH ETF39.6K shares506.80%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC5.7K shares-3.28%2026-06-302026-07-16

IBDY ISHARES IBONDS DEC 2033 TERMCORPORATE ETF128.1K shares7.75%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC5.7K shares3.09%2026-06-302026-07-16

HD HOME DEPOT INC8.9K shares-2.62%2026-06-302026-07-16

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF123.1K shares1.40%2026-06-302026-07-16

CISCO SYSTEMS INC. CISCO SYSTEMS INC.26.3K shares-9.96%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP22.4K shares-2.50%2026-06-302026-07-16

Sponsored

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF8.3K shares-0.07%2026-06-302026-07-16

SMH VANECK SEMICONDUCTOR ETF4.1K shares-2.62%2026-06-302026-07-16

INTC INTEL CORP19.3K shares-1.10%2026-06-302026-07-16

MCD MCDONALDS CORP9.7K shares-8.31%2026-06-302026-07-16

WMT WALMART INC22.4K shares-1.71%2026-06-302026-07-16

CVX CHEVRON CORPORATION14.9K shares-0.35%2026-06-302026-07-16

IBCA ISHARES IBONDS DEC 2035 TERMCORPORATE ETF92.2K shares12.43%2026-06-302026-07-16

IBM INTL BUSINESS MACHINES8.2K shares-0.82%2026-06-302026-07-16

Sponsored

KO COCA COLA CO27.6K shares-2.92%2026-06-302026-07-16

PEP PEPSICO INC16.4K shares-3.57%2026-06-302026-07-16

TSLA TESLA MOTORS INC4.9K shares2.84%2026-06-302026-07-16

WASTE MANAGEMENT INC NEW WASTE MANAGEMENT INC NEW9.2K shares-1.45%2026-06-302026-07-16

OEF ISHARES S & P 100 ETF5.5K shares0.00%2026-06-302026-07-16

VEA VANGUARD FTSE DEVELOPED MARKET ETF28.0K shares5.85%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP3.8K shares-0.75%2026-06-302026-07-16

VO VANGUARD MID-CAP ETF24.1K shares299.97%2026-06-302026-07-16

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC21.9K shares-3.46%2026-06-302026-07-16

QCOM QUALCOMM INC8.6K shares-0.76%2026-06-302026-07-16

GEV GE VERNOVA INC COM1.3K shares0.60%2026-06-302026-07-16

DYNF ISHARES US EQUITY FACTOR ROTATION ETF22.9K sharesnew addition2026-06-302026-07-16

PSX PHILLIPS 668.6K shares-0.96%2026-06-302026-07-16

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW1.4K shares-1.38%2026-06-302026-07-16

IWD ISHARES RUSSELL 1000 VALUE INDEX FUND5.4K shares-0.11%2026-06-302026-07-16

VISA INC - CLASS A SHARES VISA INC - CLASS A SHARES3.5K shares-2.43%2026-06-302026-07-16

Sponsored

BBUS JPMORGAN BETABUILDER ETF8.5K shares9.85%2026-06-302026-07-16

BMY BRISTOL MYERS SQUIBB CO19.7K shares-1.74%2026-06-302026-07-16

MS MORGAN STANLEY5.4K shares-1.63%2026-06-302026-07-16

SPMO INVESCO S&P 500 MOMENTUM ETF7.0K shares17.14%2026-06-302026-07-16

IBDS ISHARES IBONDS DEC 2027 CORPORATE ETF46.8K shares0.03%2026-06-302026-07-16

MRK MERCK & CO., INC8.8K shares-0.75%2026-06-302026-07-16

ORACLE CORPORATION ORACLE CORPORATION7.5K shares-3.17%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO11.5K shares-0.43%2026-06-302026-07-16

Sponsored

VLO VALERO ENERGY NEW4.1K shares-2.93%2026-06-302026-07-16

SYK STRYKER CORP3.3K shares-3.97%2026-06-302026-07-16

C CITIGROUP INC.7.2K shares-4.95%2026-06-302026-07-16

GLW CORNING INC3.9K shares-0.08%2026-06-302026-07-16

GD GENERAL DYNAMICS CORPORATION2.6K shares0.11%2026-06-302026-07-16

AMGN AMGEN INCORPORATED2.5K shares0.20%2026-06-302026-07-16

CL COLGATE PALMOLIVE9.9K shares-6.94%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC21.3K shares-3.16%2026-06-302026-07-16

Sponsored

EFA ISHARES MSCI EAFE ETF FUND8.7K shares-4.23%2026-06-302026-07-16

NETFLIX INC NETFLIX INC12.5K shares22.13%2026-06-302026-07-16

DE DEERE & CO (JOHN DEERE)1.4K shares1.65%2026-06-302026-07-16

VB VANGUARD SMALL CAP ETF2.8K shares4.07%2026-06-302026-07-16

BLK BLACKROCK INC886 shares0.45%2026-06-302026-07-16

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3.0K shares0.00%2026-06-302026-07-16

DUK DUKE ENERGY CORPORATION NEW6.7K shares40.41%2026-06-302026-07-16

MET METLIFE INC9.4K shares-0.28%2026-06-302026-07-16

Sponsored

IBDR ISHARES IBONDS DEC 2026 TERMCORPORATE ETF31.8K shares-3.02%2026-06-302026-07-16

ABT ABBOTT LABS8.1K shares-4.93%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING INC3.3K shares-0.03%2026-06-302026-07-16

DIS DISNEY (WALT) COMPANY HOLDING CO7.6K shares-4.83%2026-06-302026-07-16

GLD SPDR GOLD TRUST1.9K shares0.16%2026-06-302026-07-16

XLE ENERGY SELECT SECTOR SPDR FUND13.1K shares-3.63%2026-06-302026-07-16

IJH ISHARES CORE S&P MID CAP ETF9.0K shares-3.39%2026-06-302026-07-16

WMB THE WILLIAMS CO. INC.9.3K shares0.10%2026-06-302026-07-16

Sponsored

XLF FINANCIAL SELECT SECTOR SPDR FUND12.9K shares-3.82%2026-06-302026-07-16

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND6.4K shares-3.21%2026-06-302026-07-16

BAC BANK OF AMERICA CORP11.9K shares-2.32%2026-06-302026-07-16

EMR EMERSON ELECTRIC4.5K shares-3.22%2026-06-302026-07-16

AXP AMERICAN EXPRESS1.9K shares-4.15%2026-06-302026-07-16

CSX CSX CORPORATION11.8K shares-0.35%2026-06-302026-07-16

PFE PFIZER INC23.1K shares-10.39%2026-06-302026-07-16

CVS CVS HEALTH CORP5.3K shares-0.75%2026-06-302026-07-16

Sponsored

LOW LOWES COMPANIES INC2.4K shares-9.08%2026-06-302026-07-16

3M CO COM 3M CO COM3.0K shares-2.28%2026-06-302026-07-16

T AT&T INC.23.2K shares-1.63%2026-06-302026-07-16

XLV HEALTH CARE SELECT SECTOR SPDR FUND3.0K shares-5.98%2026-06-302026-07-16

AIQ GLOBAL X ARTIFICIAL INTEL & TECH EFT7.0K shares-0.81%2026-06-302026-07-16

TD TORONTO-DOMINION BANK NEW3.6K shares0.00%2026-06-302026-07-16

PM PHILIP MORRIS INTERNATIONAL W/I2.4K shares-2.52%2026-06-302026-07-16

DHR DANAHER CORP2.2K shares-10.95%2026-06-302026-07-16

Sponsored

CMI CUMMINS INC562 shares0.00%2026-06-302026-07-16

IWM ISHARES RUSSELL 2000 ETF1.3K shares-1.15%2026-06-302026-07-16

BND VANGUARD TOTAL BOND MARKET FUND ETF5.3K shares0.00%2026-06-302026-07-16

HTGC HERCULES CAPITAL INC.24.0K shares0.00%2026-06-302026-07-16

MASTERCARD INC - CLASS A MASTERCARD INC - CLASS A700 shares-6.29%2026-06-302026-07-16

IWR ISHARES RUSSELL MIDCAP ETF3.1K shares-1.32%2026-06-302026-07-16

XLI INDUSTRIAL SELECT SECTOR SPDR FUND1.8K shares-3.44%2026-06-302026-07-16

FDX FEDEX CORPORATION1.1K shares-1.48%2026-06-302026-07-16

Sponsored

DAR DARLING INGREDIENTS INC. COMMON STOCK6.1K shares0.00%2026-06-302026-07-16

EME EMCOR GROUP INC. COMMON STOCK400 shares0.00%2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC938 shares-2.19%2026-06-302026-07-16

TGT TARGET CORP2.4K shares-4.96%2026-06-302026-07-16

QUANTA SERVICES INC QUANTA SERVICES INC425 shares0.00%2026-06-302026-07-16

SBUX STARBUCKS CORPORATION3.0K shares-4.04%2026-06-302026-07-16

AMT AMERICAN TOWER CORPORATION1.8K shares-8.83%2026-06-302026-07-16

NOC NORTHROP GRUMMAN CORP588 shares-2.00%2026-06-302026-07-16

Sponsored

ACCENTURE PLC ACCENTURE PLC2.4K shares-7.39%2026-06-302026-07-16

SLV ETF ISHARES SILVER TR5.2K shares0.00%2026-06-302026-07-16

HONEYWELL TECHNOLOGIES HONEYWELL TECHNOLOGIES1.2K sharesnew addition2026-06-302026-07-16

COP CONOCOPHILLIPS2.7K shares-1.04%2026-06-302026-07-16

IWO ISHARES RUSSELL 2000 GROWTH ETF697 shares-6.06%2026-06-302026-07-16

VWO VANGUARD MSCI EMERGING MARKETS ETF4.6K shares-5.20%2026-06-302026-07-16

PRU PRUDENTIAL FINANCIAL INC2.5K shares-6.73%2026-06-302026-07-16

EPD ENTERPRISE PRODUCTS PARTNERS L.P.7.4K shares0.00%2026-06-302026-07-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG CO LTD ADR554 shares-0.72%2026-06-302026-07-16

MO ALTRIA GROUP, INC.3.7K shares-1.45%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC629 shares-13.84%2026-06-302026-07-16

VONE VANGUARD RUSSELL 1000 ETF734 shares0.00%2026-06-302026-07-16

NUE NUCOR1.1K shares0.00%2026-06-302026-07-16

FLEX FLEXTRONICS INTL1.5K shares0.00%2026-06-302026-07-16

PAA PLAINS ALL AMERICAN PIPELINE10.8K shares0.00%2026-06-302026-07-16

FTNY PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME29.8K shares0.00%2026-06-302026-07-16

Sponsored

YUM YUM BRANDS INC.1.5K shares0.00%2026-06-302026-07-16

GILD GILEAD SCIENCES, INC.1.9K shares-2.85%2026-06-302026-07-16

REGN REGENERON PHARMACEUTICALS375 shares-2.34%2026-06-302026-07-16

DOMINION ENERGY, INC. DOMINION ENERGY, INC.3.4K shares-0.59%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC. COMMON STOCK770 shares-7.67%2026-06-302026-07-16

MPC MARATHON PETROLEUM CORPORATION885 shares0.00%2026-06-302026-07-16

CENTERPOINT ENERGY, INC CENTERPOINT ENERGY, INC5.0K shares0.00%2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC443 shares-3.49%2026-06-302026-07-16

Sponsored

VNJUX VANGUARD NJ LONG-TERM TAX EXEMPT FD18.9K shares0.00%2026-06-302026-07-16

MCK MCKESSON CORPORATION286 shares1.06%2026-06-302026-07-16

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF1.3K shares0.00%2026-06-302026-07-16

CASY CASEY'S GENERAL STORES INC270 shares0.00%2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION2.9K shares-1.35%2026-06-302026-07-16

MPLX MPLX LP3.7K shares0.00%2026-06-302026-07-16

TRAVELERS COS INC TRAVELERS COS INC630 shares0.00%2026-06-302026-07-16

SDY SPDR S&P DIVIDEND ETF1.3K shares0.00%2026-06-302026-07-16

Sponsored

LCMMX LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD2.7K shares-2.01%2026-06-302026-07-16

ETR ENTERGY CORPORATION1.8K shares0.00%2026-06-302026-07-16

UNP UNION PACIFIC CORP735 shares1.52%2026-06-302026-07-16

NLR VANECK URANIUM AND NUCLEAR ETF1.7K shares6.60%2026-06-302026-07-16

CRM SALESFORCE, INC.1.2K shares-4.73%2026-06-302026-07-16

DTE DTE ENERGY CO1.2K shares0.00%2026-06-302026-07-16

ITW ILLINOIS TOOL WORKS INC.662 shares-0.30%2026-06-302026-07-16

TJX TJX COS INC NEW1.2K shares-0.42%2026-06-302026-07-16

Sponsored

ETN EATON CORP PLC408 shares6.53%2026-06-302026-07-16

IYK ISHARES US CONSUMER STAPLES EFT2.3K shares-13.79%2026-06-302026-07-16

OKE ONEOK INC1.9K shares-0.42%2026-06-302026-07-16

AWR AMERICAN STATES WATER COMPANY COMMON STOCK2.0K shares0.00%2026-06-302026-07-16

IYW ISHARES U.S. TECHNOLOGY ETF654 shares0.00%2026-06-302026-07-16

CALF PACER SMALL CAP ETF3.2K shares-14.51%2026-06-302026-07-16

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND681 shares-43.90%2026-06-302026-07-16

ARKVX ARK VENTURE FUND2.7K shares994.00%2026-06-302026-07-16

Sponsored

COF CAPITAL ONE FINANCIAL CORP785 shares-0.76%2026-06-302026-07-16

NKE NIKE, INC3.8K shares0.00%2026-06-302026-07-16

LQD ISHARES IBOXX $INVESTMENT BOND FD1.4K shares-3.10%2026-06-302026-07-16

ISHARES IBOND DEC 2036 TERM CORPORATE ETF ISHARES IBOND DEC 2036 TERM CORPORATE ETF6.0K sharesnew addition2026-06-302026-07-16

AXON AXON ENTERPRISE INC COM259 shares0.00%2026-06-302026-07-16

AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF-W1.5K shares0.00%2026-06-302026-07-16

ADOBE INC ADOBE INC697 shares-12.22%2026-06-302026-07-16

ALL ALLSTATE CORP600 shares0.00%2026-06-302026-07-16

Sponsored

RIO RIO TINTO PLC1.5K shares0.00%2026-06-302026-07-16

ASML ASML HLDG NV N Y REGISTRY SHS71 shares4.41%2026-06-302026-07-16

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF1.4K shares-1.38%2026-06-302026-07-16

MLI MUELLER INDUSTRIES INC. COMMON STOCK1.2K shares0.00%2026-06-302026-07-16

VTV VANGUARD VALUE ETF624 shares-1.58%2026-06-302026-07-16

BA BOEING625 shares7.76%2026-06-302026-07-16

KMB KIMBERLY CLARK1.2K shares0.00%2026-06-302026-07-16

ET ENERGY TRANSFER LP COM UT LTD PTN6.9K shares0.00%2026-06-302026-07-16

Sponsored

NEM NEWMONT CORPORATION1.4K shares0.00%2026-06-302026-07-16

ENB ENBRIDGE INC2.4K shares-2.17%2026-06-302026-07-16

GOVT ISHARES US TREASURY BOND ETF5.6K shares-3.12%2026-06-302026-07-16

BDX BECTON DICKINSON & CO847 shares0.00%2026-06-302026-07-16

WLY JOHN WILEY & SONS INC2.6K shares0.00%2026-06-302026-07-16

SJM J.M. SMUCKER COMPANY1.1K shares0.00%2026-06-302026-07-16

WFC WELLS FARGO & CO NEW1.5K shares0.00%2026-06-302026-07-16

TDVG T. ROWE PRICE DIVIDEND GROWTH ETF2.3K shares0.00%2026-06-302026-07-16

Sponsored

PHM PULTEGROUP, INC815 shares0.00%2026-06-302026-07-16

DATADOG INC CLASS A DATADOG INC CLASS A425 shares0.00%2026-06-302026-07-16

OTIS OTIS WORLDWIDE CORPORATION1.5K shares-1.30%2026-06-302026-07-16

CMCSA COMCAST CORP NEW CL A4.4K shares1.33%2026-06-302026-07-16

GATX GATX CORPORATION600 shares0.00%2026-06-302026-07-16

HSY THE HERSHEY COMPANY605 shares-3.51%2026-06-302026-07-16

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF3.4K shares0.00%2026-06-302026-07-16

Q QNITY ELECTRONICS INC638 shares5.63%2026-06-302026-07-16

Sponsored

ASTRAZENECA PLC ORDINARY ASTRAZENECA PLC ORDINARY543 shares-0.91%2026-06-302026-07-16

VXUS ETF VANGUARD TOTAL INTL STOCK1.2K shares0.00%2026-06-302026-07-16

AROW ARROW FINANCIAL CORPORATION2.5K shares0.00%2026-06-302026-07-16

SPXV PROSHARES S&P 500 EX- HEALTHCARE ETF1.2K sharesnew addition2026-06-302026-07-16

DOW DOW INC.3.6K shares-0.95%2026-06-302026-07-16

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF131 shares0.00%2026-06-302026-07-16

APD AIR PRODUCTS & CHEMICALS INC334 shares-0.89%2026-06-302026-07-16

MGRC MCGRATH RENTCORP800 shares0.00%2026-06-302026-07-16

Sponsored

XNTK SPDR NYSE TECHNOLOGY ETF245 shares0.00%2026-06-302026-07-16

PH PARKER HANNIFIN CORP97 shares0.00%2026-06-302026-07-16

VONG VANGUARD RUSSELL 1000 GROWTHETF714 shares0.00%2026-06-302026-07-16

XBI ETF SPDR S&P BIOTECH575 shares21.05%2026-06-302026-07-16

ETF VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000749 shares0.00%2026-06-302026-07-16

ESP ESPEY MFG. & ELECTRONICS CORP1.3K shares0.00%2026-06-302026-07-16

ATR APTARGROUP INC. COMMON STOCK700 shares0.00%2026-06-302026-07-16

IBKR INTERACTIVE BROKERS GRO-CL A1.0K shares0.00%2026-06-302026-07-16

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BE BLOOM ENERGY CORP COM CL A287 shares43.50%2026-06-302026-07-16

IONQ INC. IONQ INC.1.6K shares-0.98%2026-06-302026-07-16

EXC EXELON CORP1.8K shares-5.89%2026-06-302026-07-16

VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD DEVELOPED MARKETS INDEX FUND3.7K shares0.00%2026-06-302026-07-16

SYY SYSCO CORPORATION1.0K shares0.00%2026-06-302026-07-16

SUSA ISHARES MSCI USA ESG SELECT549 shares0.00%2026-06-302026-07-16

MAR MARRIOTT INTERNATIONAL INC. CLASS A223 shares0.00%2026-06-302026-07-16

CNX CNX RESOURCES COPRORATION COMMON STOCK2.4K shares0.00%2026-06-302026-07-16

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MKC MCCORMICK & CO.1.6K shares0.00%2026-06-302026-07-16

SPACE EXPLORATION TECH CORP. SPACE EXPLORATION TECH CORP.465 sharesnew addition2026-06-302026-07-16

FEDEX FREIGHT HOLDING COMPANY, INC. FEDEX FREIGHT HOLDING COMPANY, INC.523 sharesnew addition2026-06-302026-07-16

AWK AMERICAN WATER WORKS INC.600 shares0.00%2026-06-302026-07-16

KMI KINDER MORGAN INC.2.5K shares-5.63%2026-06-302026-07-16

UPS UNITED PARCEL SERVICE722 shares-12.48%2026-06-302026-07-16

DSI ISHARES MSCI KLD 400 SOCIAL539 shares0.00%2026-06-302026-07-16

HYDB ISHARE HIGH YIELD BOND FACTOR EFT1.6K shares-3.15%2026-06-302026-07-16

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MLPX GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF1.0K shares0.00%2026-06-302026-07-16

IBMS ISHARES IBONDS DEC 2030 MUNIBOND ETF2.9K shares116.33%2026-06-302026-07-16

IVW ISHARES S&P 500 GROWTH ETF537 shares0.00%2026-06-302026-07-16

SPHQ INVESCO S&P 500 QUALITY ETF818 shares0.00%2026-06-302026-07-16

PNC PNC FINANCIAL SERVICES GROUP INC291 shares0.00%2026-06-302026-07-16

PPA INVESCO AEROSPACE & DEFENSE EFT400 shares-1.96%2026-06-302026-07-16

GIS GENERAL MILLS, INC2.0K shares0.00%2026-06-302026-07-16

DVY ISHARES SELECT DIVIDEND ETF450 shares0.00%2026-06-302026-07-16

Sponsored

VSH VISHAY INTERTECHNOLOGY, INC.1.3K shares-68.29%2026-06-302026-07-16

SHW SHERWIN WILLIAMS COMPANY201 shares0.00%2026-06-302026-07-16

PIO INVESCO GLOBAL WATER ETF1.5K shares0.00%2026-06-302026-07-16

CBSH COMMERCE BANCSHARES INC1.2K shares0.00%2026-06-302026-07-16

CNQ CANADIAN NATURAL RESOURCES1.7K shares-0.47%2026-06-302026-07-16

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF266 shares0.00%2026-06-302026-07-16

TXN TEXAS INSTRUMENTS215 shares0.00%2026-06-302026-07-16

CVCO CAVCO INDUSTRIES INC100 shares0.00%2026-06-302026-07-16

Sponsored

SRE SEMPRA647 shares0.00%2026-06-302026-07-16

DHI D R HORTON INC368 shares0.00%2026-06-302026-07-16

BK BANK OF NEW YORK MELLON CORP409 shares0.00%2026-06-302026-07-16

CRAI CRA INTERNATIONAL INC.405 shares285.71%2026-06-302026-07-16

VBR VANGUARD SMALL-CAP VALUE ETF236 shares0.00%2026-06-302026-07-16

AEP AMERICAN ELEC PWR INC411 shares-13.11%2026-06-302026-07-16

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC409 sharesnew addition2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK457 shares41.05%2026-06-302026-07-16

Sponsored

FCG FIRST TRUST NATRUAL GAS ETF2.0K shares-10.87%2026-06-302026-07-16

VRT VERTIV HOLDINGS157 sharesnew addition2026-06-302026-07-16

AMEX UTILITIES SELECT INDEX SHS BEN INT AMEX UTILITIES SELECT INDEX SHS BEN INT1.2K shares-1.95%2026-06-302026-07-16

WDC WESTERN DIGITAL CORP80 shares0.00%2026-06-302026-07-16

FNDF SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY951 shares0.00%2026-06-302026-07-16

SCHA SCHWAB U.S. SMALL-CAP ETF1.4K shares0.00%2026-06-302026-07-16

AVY AVERY DENNISON CORP300 shares0.00%2026-06-302026-07-16

DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF1.3K shares0.00%2026-06-302026-07-16

Sponsored

USB US BANCORP DEL COM NEW796 shares0.00%2026-06-302026-07-16

XLB MATERIAL SELECT SECTOR SPDR TRUST942 shares-13.74%2026-06-302026-07-16

NSC NORFOLK SOUTHERN CORPORATION150 shares0.00%2026-06-302026-07-16

DLR DIGITAL REALTY TRUST INC.258 shares-13.71%2026-06-302026-07-16

EXE CHESAPEAKE ENERGY CORPORATION500 shares0.00%2026-06-302026-07-16

ICLN ETF ISHARES GLOBAL CLEAN ENERGY2.2K shares0.00%2026-06-302026-07-16

SCL STEPAN CO800 shares0.00%2026-06-302026-07-16

ASTS AST SPACEMOBILE INC500 sharesnew addition2026-06-302026-07-16

Sponsored

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW826 shares-1.31%2026-06-302026-07-16

F FORD MOTOR CO DEL3.2K shares0.00%2026-06-302026-07-16

LNG CHENIERE ENERGY, INC.185 shares0.00%2026-06-302026-07-16

HUBG HUB GROUP INC1.0K shares0.00%2026-06-302026-07-16

ZBH ZIMMER HOLDINGS INC.500 shares0.00%2026-06-302026-07-16

SHLD GLOBAL X DEFENSE TECH ETF719 shares27.48%2026-06-302026-07-16

XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND515 shares0.00%2026-06-302026-07-16

APH AMPHENOL CORPORATION-CL A242 shares0.00%2026-06-302026-07-16

Sponsored

LULU LULULEMON ATHLETICA INC372 shares-18.95%2026-06-302026-07-16

ECG EVERUS CONSTRUCTION GROUP250 shares0.00%2026-06-302026-07-16

WAT WATERS CORPORATION110 shares-4.35%2026-06-302026-07-16

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF1.1K shares0.00%2026-06-302026-07-16

IWP ISHARES RUSSELL MIDCAP GROWTH INDEX FUND276 shares-2.13%2026-06-302026-07-16

MLPI NEOS MLP & ENERGY INCOME ETF727 shares48.37%2026-06-302026-07-16

DSTL DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF665 shares0.00%2026-06-302026-07-16

ABM ABM INDUSTRIES INCORPORATED COMMON STOCK900 shares0.00%2026-06-302026-07-16

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES, INC.617 shares0.00%2026-06-302026-07-16

FITB FIFTH THIRD BANCORP675 shares0.00%2026-06-302026-07-16

SOLS SOLSTICE ADVANCED MATERIALS INC.412 shares-1.67%2026-06-302026-07-16

SMMT SUMMIT THERAPEUTICS INC.2.5K shares0.00%2026-06-302026-07-16

KLAC KLA-TENCOR CORPORATION120 shares1233.33%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC, INC72 shares4.35%2026-06-302026-07-16

RGTI RIGETTI COMPUTING INC.1.9K shares0.00%2026-06-302026-07-16

NOMURA MID-CAP GROWTH FUND CLASS A NOMURA MID-CAP GROWTH FUND CLASS A1.5K sharesnew addition2026-06-302026-07-16

Sponsored

LNC LINCOLN NATIONAL CORPORATION1.0K shares0.00%2026-06-302026-07-16

AMERIPRISE FINANCIAL INC. AMERIPRISE FINANCIAL INC.77 shares-2.53%2026-06-302026-07-16

OXY OCCIDENTAL PETROLEUM CORP722 shares-14.66%2026-06-302026-07-16

IBMT ISHARES IBONDS DEC 2031 MUNIBOND ETF1.4K shares0.00%2026-06-302026-07-16

TTE TOTALENERGIES SE ORDINARY447 shares0.00%2026-06-302026-07-16

MGV VANGUARD MEGA CAP VALUE ETF210 shares0.00%2026-06-302026-07-16

RGEN REPLIGEN CORPORATION250 shares0.00%2026-06-302026-07-16

CARG CARGURUS INC COM CL A1.0K shares0.00%2026-06-302026-07-16

Sponsored

NAN NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD2.9K shares0.00%2026-06-302026-07-16

DVN DEVON ENERGY CORPORATION NEW817 shares523.66%2026-06-302026-07-16

NASDX SHELTON FDS NASDAQ 100 INDEX FD CL INV619 shares0.00%2026-06-302026-07-16

XLY CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND274 shares0.00%2026-06-302026-07-16

ATMU ATMUS FILTRATION TECH.600 shares0.00%2026-06-302026-07-16

TRANSMEDICS GROUP INC. TRANSMEDICS GROUP INC.460 shares0.00%2026-06-302026-07-16

ISHARES IBONDS 2032 MUNI BOND ETF ISHARES IBONDS 2032 MUNI BOND ETF1.2K sharesnew addition2026-06-302026-07-16

KR KROGER COMPANY536 shares-2.37%2026-06-302026-07-16

Sponsored

MDLZ MONDELEZ INTERNATIONAL INC513 shares0.00%2026-06-302026-07-16

MDB MONGODB, INC.88 shares0.00%2026-06-302026-07-16

HUBS HUBSPOT INC.160 shares0.00%2026-06-302026-07-16

BP BP P.L.C.785 shares0.00%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC72 shares0.00%2026-06-302026-07-16

AMCOR PLC ORDINARY AMCOR PLC ORDINARY638 shares0.00%2026-06-302026-07-16

QUANTINUUM INC. QUANTINUUM INC.335 sharesnew addition2026-06-302026-07-16

NVS NOVARTIS AG - ADR173 shares-21.36%2026-06-302026-07-16

Sponsored

VNQ VANGUARD REAL ESTATE ETF273 shares-9.00%2026-06-302026-07-16

TMUS T-MOBILE US INC153 shares-12.07%2026-06-302026-07-16

ED CONSOLIDATED EDISON INC231 shares0.00%2026-06-302026-07-16

MELI MERCADOLIBRE INC15 shares0.00%2026-06-302026-07-16

MDU MDU RESOURCES GROUP INC1.2K shares0.00%2026-06-302026-07-16

DTCR GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF818 shares-3.76%2026-06-302026-07-16

EFG ISHARES MSCI EAFE GROWTH ETF199 shares0.00%2026-06-302026-07-16

BOH BANK OF HAWAII CORPORATION COMMON STOCK300 shares0.00%2026-06-302026-07-16

Sponsored

CBOE CBOE GLOBAL MARKETS, INC.100 shares0.00%2026-06-302026-07-16

SIEGY SIEMENS AG148 shares0.00%2026-06-302026-07-16

MKL MARKEL GROUP INC12 shares0.00%2026-06-302026-07-16

EEM ISHARES MSCI EMERGING MARKETS ETF340 shares0.00%2026-06-302026-07-16

EBAY EBAY INC207 shares0.00%2026-06-302026-07-16

XEL XCEL ENERGY INC287 shares-19.38%2026-06-302026-07-16

PNR PENTAIR PLC300 shares0.00%2026-06-302026-07-16

WY WEYERHAEUSER COMPANY960 shares0.00%2026-06-302026-07-16

Sponsored

BSX BOSTON SCIENTIFIC CORP536 shares0.00%2026-06-302026-07-16

LFUS LITTELFUSE INC50 shares0.00%2026-06-302026-07-16

BBY BEST BUY300 shares0.00%2026-06-302026-07-16

KRE SPDR S&P REGIONAL BANKING ETF300 shares0.00%2026-06-302026-07-16

QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF356 shares0.00%2026-06-302026-07-16

CAUKX S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W31 shares0.00%2026-06-302026-07-16

BAX BAXTER INTERNATIONAL INC.1.0K shares0.00%2026-06-302026-07-16

NFG NATIONAL FUEL GAS CO. NJ275 shares0.00%2026-06-302026-07-16

Sponsored

FANG DIAMONDBACK ENERGY INC.120 shares0.00%2026-06-302026-07-16

ZBRA ZEBRA TECHNOLOGIES CORP CLASS A80 shares0.00%2026-06-302026-07-16

ECL ECOLAB INC.75 shares0.00%2026-06-302026-07-16

SLYG SPDR S&P 600 SMALL CAP GROWTH EFT174 shares0.00%2026-06-302026-07-16

QTUM DEFIANCE QUANTUM ETF125 sharesnew addition2026-06-302026-07-16

EADSY AIRBUS SE ADR368 shares0.00%2026-06-302026-07-16

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM82 shares0.00%2026-06-302026-07-16

NVG NUVEEN AMT-FREE MUNI CREDIT INCOME FUND1.6K shares0.00%2026-06-302026-07-16

Sponsored

RKLB ROCKET LAB CORPORATION194 shares0.00%2026-06-302026-07-16

PINS PINTEREST INC CL A915 shares0.00%2026-06-302026-07-16

TWLO TWILIO INC. - A93 shares0.00%2026-06-302026-07-16

CLX CLOROX COMPANY200 shares0.00%2026-06-302026-07-16

ROBO EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF221 shares0.00%2026-06-302026-07-16

FNF FIDELITY NATIONAL FINANCIAL INC. COM400 shares0.00%2026-06-302026-07-16

SFD SMITHFIELD FOODS INC750 shares0.00%2026-06-302026-07-16

RHHBY ROCHE HOLDING AG354 shares0.00%2026-06-302026-07-16

Sponsored

MITK MITEK SYSTEMS INC.900 shares0.00%2026-06-302026-07-16

SAP SAP AKTIENGESELLSCHAFT ADR117 shares-0.85%2026-06-302026-07-16

FICO FAIR ISAAC CORPORATION15 shares0.00%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES INC. COMMON STOCK61 shares0.00%2026-06-302026-07-16

FLGT FULGENT GENETICS INC.860 shares0.00%2026-06-302026-07-16

BIIB BIOGEN INC80 shares0.00%2026-06-302026-07-16

GUARDANT HEALTH INC. GUARDANT HEALTH INC.115 shares0.00%2026-06-302026-07-16

CM CANADIAN IMPERIAL BANK OF COMMERCE150 shares0.00%2026-06-302026-07-16

Sponsored

DVA DAVITA INC.75 shares0.00%2026-06-302026-07-16

FLJP FRANKLIN FTSE JAPAN ETF408 shares0.00%2026-06-302026-07-16

DNP DNP SELECT INCOME FUND INC1.5K shares0.00%2026-06-302026-07-16

SMR NUSCALE POWER CORPORATION CLASS A1.6K shares-8.39%2026-06-302026-07-16

ITB ISHARES DOW JONES US HOME CONSTRUCTION INDEX149 shares-9.70%2026-06-302026-07-16

COHR COHERENT CORP39 sharesnew addition2026-06-302026-07-16

SCHW CHARLES SCHWAB CORPORATION165 shares0.00%2026-06-302026-07-16

PCRX PACIRA BIOSCIENCES, INC600 shares0.00%2026-06-302026-07-16

Sponsored

TEMA SPACE INNOVATORS ETF TEMA SPACE INNOVATORS ETF495 sharesnew addition2026-06-302026-07-16

TTWO TAKE-TWO INTERACTIVE SOFTWARE, INC.60 shares0.00%2026-06-302026-07-16

TER TERADYNE INC31 sharesnew addition2026-06-302026-07-16

CRUS CIRRUS LOGIC INC100 shares0.00%2026-06-302026-07-16

PBR.A PETROLEO BRASILEIRO S.A. ADR1.0K shares0.00%2026-06-302026-07-16

TTD THE TRADE DESK, INC.800 shares0.00%2026-06-302026-07-16

NUKZ RANGE NUCLEAR RENAISSANCE ETF212 shares-3.64%2026-06-302026-07-16

BUG GLOBAL X CYBERSECURITY360 sharesnew addition2026-06-302026-07-16

Sponsored

HII HUNTINGTON INGALLS INDUSTRIES INC.48 shares0.00%2026-06-302026-07-16

HBM HUDBAY MINERALS568 shares0.00%2026-06-302026-07-16

SNPS SYNOPSYS INC30 shares50.00%2026-06-302026-07-16

LECO LINCOLN ELECTRIC HOLDING INC50 shares0.00%2026-06-302026-07-16

CIEN CIENA CORP27 sharesnew addition2026-06-302026-07-16

IJK ISHARES S&P M-D-CAP 400 GROWTH ETF112 shares0.00%2026-06-302026-07-16

ROKU ROKU INC95 shares0.00%2026-06-302026-07-16

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF173 shares0.00%2026-06-302026-07-16

Sponsored

ALLEGHENY TECHNOLOGIES, INC ALLEGHENY TECHNOLOGIES, INC66 shares0.00%2026-06-302026-07-16

AMKR AMKOR TECHNOLOGY INC150 shares0.00%2026-06-302026-07-16

APLD APPLIED DIGITAL CORP345 shares0.00%2026-06-302026-07-16

XAR STATE STREET AEROSPACE & DEFENSE ETF45 shares0.00%2026-06-302026-07-16

FLCSX FIDELITY LARGE CAP STOCK187 shares0.00%2026-06-302026-07-16

ETSY INC ETSY INC165 shares0.00%2026-06-302026-07-16

DEUTSCHE POST AG SPONSORED ADR DEUTSCHE POST AG SPONSORED ADR410 shares0.00%2026-06-302026-07-16

OPRA OPERA LIMITED AMERICAN DEPOSITARY621 shares0.00%2026-06-302026-07-16

Sponsored

GS GOLDMAN SACHS GROUP INC12 shares0.00%2026-06-302026-07-16

SQM SOCIEDAD QUIMICA Y MINERA DE CHILE-ADR161 shares0.00%2026-06-302026-07-16

NDAQ NASDAQ STOCK MARKET INC150 shares0.00%2026-06-302026-07-16

IGM ISHARES EXPANDED TECH SECTORETF72 shares0.00%2026-06-302026-07-16

FLTMX FIDELITY INTER MUNI INCOME FUND1.1K shares0.00%2026-06-302026-07-16

TMLCX SEI INST MANAGED TRUST TAX-MANAGED262 shares0.00%2026-06-302026-07-16

SYM SYMBOTIC INC CLASS A COM254 shares0.00%2026-06-302026-07-16

EZU ISHARES MSCI EUROZONE ETF161 shares0.00%2026-06-302026-07-16

Sponsored

QBTS D-WAVE QUANTUM INC.449 shares0.00%2026-06-302026-07-16

UEC URANIUM ENERGY CORP1.0K shares0.00%2026-06-302026-07-16

PEG PUBLIC SERVICE ENTERPRISE GROUP, INC131 shares0.00%2026-06-302026-07-16

DFH DREAM FINDERS HOMES INC. - CLASS A615 shares0.00%2026-06-302026-07-16

DOCU DOCUSIGN INC235 shares0.00%2026-06-302026-07-16

WT WISDOMTREE INC600 shares0.00%2026-06-302026-07-16

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF105 shares0.00%2026-06-302026-07-16

TTC TORO CO100 shares0.00%2026-06-302026-07-16

Sponsored

ADSK AUTODESK INC.50 shares0.00%2026-06-302026-07-16

JBL JABIL CIRCUIT INC.25 sharesnew addition2026-06-302026-07-16

SMID SMITH-MIDLAND CORPORATION330 shares0.00%2026-06-302026-07-16

BBNX BETA BIONICS INC.603 sharesnew addition2026-06-302026-07-16

WAYFAIR INC CL A WAYFAIR INC CL A100 shares0.00%2026-06-302026-07-16

WFCF WHERE FOOD COMES FROM INC.700 shares0.00%2026-06-302026-07-16

SNDK SANDISK CORPORATION4 sharesnew addition2026-06-302026-07-16

SPG SIMON PROPERTY GROUP40 shares0.00%2026-06-302026-07-16

Sponsored

TM TOYOTA MOTOR CORP ADR50 shares0.00%2026-06-302026-07-16

VINP VINCI PARTNERS INVESTMENTS LTD. - CLASS A855 shares0.00%2026-06-302026-07-16

DEO DIAGEO PLC103 shares0.00%2026-06-302026-07-16

AEROVIRONMENT INC AEROVIRONMENT INC50 shares0.00%2026-06-302026-07-16

EFX EQUIFAX INC.52 shares0.00%2026-06-302026-07-16

BANDWIDTH INC BANDWIDTH INC130 shares0.00%2026-06-302026-07-16

DCI DONALDSON COMPANY INC91 shares0.00%2026-06-302026-07-16

NUVEEN QUALITY MUNICIPAL INCOME FUND NUVEEN QUALITY MUNICIPAL INCOME FUND669 shares0.00%2026-06-302026-07-16

Sponsored

CSIQ CANADIAN SOLAR INC COM500 shares0.00%2026-06-302026-07-16

LUNR INTUITIVE MACHINES INC CLASS A COM370 shares0.00%2026-06-302026-07-16

CHAT ROUNDHILL GENERATIVE AI AND TECH ETF78 shares0.00%2026-06-302026-07-16

VKTX VIKING THERAPEUTICS INC COM188 shares0.00%2026-06-302026-07-16

PUBM PUBMATIC INC COM CL A549 shares0.00%2026-06-302026-07-16

SOFI SOFI TECHNOLOGIES INC- COMMON STOCK400 shares0.00%2026-06-302026-07-16

LEN LENNAR COPORATION CLASS A79 shares0.00%2026-06-302026-07-16

CMPS COMPASS PATHWAYS PLC505 shares0.00%2026-06-302026-07-16

Sponsored

UL UNILEVER PLC 3.11P ADR116 shares-23.18%2026-06-302026-07-16

EFV ISHARES MSCI EAFE VALUE ETF90 shares0.00%2026-06-302026-07-16

BAESY BAE SYSTEMS PLC70 shares0.00%2026-06-302026-07-16

FRMI FERMI INC.745 shares-22.80%2026-06-302026-07-16

PAYX PAYCHEX INC69 shares0.00%2026-06-302026-07-16

MOG.A MOOG INC.16 sharesnew addition2026-06-302026-07-16

FTNT FORTINET INC. COMMON STOCK44 shares-4.35%2026-06-302026-07-16

EOG EOG RESOURCES INC52 shares0.00%2026-06-302026-07-16

Sponsored

RMNI RIMINI STREET INC.1.6K shares0.00%2026-06-302026-07-16

CBRS CEVEBRAS SYSTEMS INC.30 sharesnew addition2026-06-302026-07-16

NBIS NEBIUS GROUP N.V.24 sharesnew addition2026-06-302026-07-16

APPN APPIAN CORPORATION280 shares0.00%2026-06-302026-07-16

MCO MOODYS CORP14 shares0.00%2026-06-302026-07-16

MTN VAIL RESORTS INC.46 shares-2.13%2026-06-302026-07-16

ALLEGION PLC ALLEGION PLC44 shares0.00%2026-06-302026-07-16

ASPI ASP ISOTOPES INC.986 shares0.00%2026-06-302026-07-16

Sponsored

FTV FORTIVE CORPORATION100 shares0.00%2026-06-302026-07-16

LPTX CYPHERPUNK TECHNOLOGIES INC.10.0K sharesnew addition2026-06-302026-07-16

TAN INVESCO EXCH TRADED FD TR IISOLAR ETF103 shares0.00%2026-06-302026-07-16

EEFT EURONET WORLDWIDE INC83 shares0.00%2026-06-302026-07-16

VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD DEVELOPED MARKETS INDEX FUND261 shares87.77%2026-06-302026-07-16

IP INTERNATIONAL PAPER CO155 shares0.00%2026-06-302026-07-16

VPU VANGUARD UTILITIES ETF30 shares0.00%2026-06-302026-07-16

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF17 shares0.00%2026-06-302026-07-16

Sponsored

WIX WIX.COM LTD128 shares0.00%2026-06-302026-07-16

TECK TECK RESOURCES LTD97 shares0.00%2026-06-302026-07-16

PGEN PRECIGEN INC. - COMMON STOCK1.0K shares0.00%2026-06-302026-07-16

FSLY FASTLY INC CLASS A310 shares0.00%2026-06-302026-07-16

BVS BIOVENTUS INC COM CL A601 shares-3.84%2026-06-302026-07-16

RACE FERRARI N.V. COMMON SHARES15 shares0.00%2026-06-302026-07-16

DY DYCOM INDUSTRIES INC11 sharesnew addition2026-06-302026-07-16

COPX GLOBAL X COPPER MINERS ETF71 shares0.00%2026-06-302026-07-16

Sponsored

PGX INVESCO PREFERRED ETF500 shares0.00%2026-06-302026-07-16

HE HAWAIIAN ELECTRIC INDUSTRIES, INC.400 shares0.00%2026-06-302026-07-16

UPSTART HLDGS INC COM UPSTART HLDGS INC COM150 shares0.00%2026-06-302026-07-16

CME CME GROUP INC.23 shares0.00%2026-06-302026-07-16

CRWV COREWEAVE INC.51 shares0.00%2026-06-302026-07-16

MOD MODINE MANUFACTURING COMP19 sharesnew addition2026-06-302026-07-16

INTU INTUIT INC19 shares0.00%2026-06-302026-07-16

B BARRICK MINING CORPORATION135 shares0.00%2026-06-302026-07-16

Sponsored

MP MP MATERIALS CORP.88 shares633.33%2026-06-302026-07-16

CNI CANADIAN NATIONAL RAILWAY CO40 shares0.00%2026-06-302026-07-16

MSIGX INVESCO MAIN STREET FUND - CLASS A70 shares-35.78%2026-06-302026-07-16

INFQ INFLEQTION INC.344 shares0.00%2026-06-302026-07-16

MFC MANULIFE FINANCIAL111 shares0.00%2026-06-302026-07-16

HALMY HALMA PLC ADR UNSPONSORED42 shares0.00%2026-06-302026-07-16

FRESHPET INC FRESHPET INC75 shares0.00%2026-06-302026-07-16

POST POST HOLDINGS INC50 shares0.00%2026-06-302026-07-16

Sponsored

LEU ENTRUS ENERGY CORP.26 shares0.00%2026-06-302026-07-16

ADMA ADMA BIOLOGICS INC COM516 shares-3.73%2026-06-302026-07-16

SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF130 shares0.00%2026-06-302026-07-16

BSV VANGUARD SHORT-TERM BOND ETF53 shares0.00%2026-06-302026-07-16

EA ELECTRONIC ARTS INC20 shares0.00%2026-06-302026-07-16

OKLO OKLO INC78 shares-17.02%2026-06-302026-07-16

PTON PELOTON INTERACTIVE INC CLASS A690 shares0.00%2026-06-302026-07-16

PLUG PLUG POWER INC.1.5K shares0.00%2026-06-302026-07-16

Sponsored

MOBILCOM LIMITED MOBILCOM LIMITED776 sharesnew addition2026-06-302026-07-16

SCHH SCHWAB U.S. REIT ETF167 shares0.00%2026-06-302026-07-16

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP100 shares0.00%2026-06-302026-07-16

LUMN LUMEN TECHNOLOGIES INC.500 shares0.00%2026-06-302026-07-16

SPDR S & P 500 ETF TRUST

-0.52%

Shares56.4K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-2.65%

Shares63.0K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORP.

-1.41%

Shares86.5K

Event2026-06-30

Filed2026-07-16

VTHR

ETF VANGUARD RUSSELL 3000

10.65%

Shares36.1K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

1.72%

Shares24.2K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON. COM, INC

-0.46%

Shares36.9K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-7.46%

Shares7.0K

Event2026-06-30

Filed2026-07-16

MDY

S & P MIDCAP 400 DEPOSITORY RECEIPTS ETF

-1.21%

Shares9.5K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO COM

-1.24%

Shares19.9K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES RUSSELL 1000 GROWTH ETF

303.21%

Shares46.2K

Event2026-06-30

Filed2026-07-16

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

6.06%

Shares259.3K

Event2026-06-30

Filed2026-07-16

APPLIED MATL INC

-2.35%

Shares7.4K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-1.28%

Shares19.7K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES CORE S&P SMALL-CAP ETF

-1.21%

Shares31.7K

Event2026-06-30

Filed2026-07-16

ISHARES CORE TOTAL US AGGREGATE BOND ETF

32.94%

Shares45.5K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

-3.06%

Shares3.6K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC. DEL CLASS B

-0.34%

Shares8.7K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TIPS BOND ETF

39.54%

Shares38.5K

Event2026-06-30

Filed2026-07-16

IBDV

ISHARES IBONDS DEC 2030 TERM CORP-ETF

5.64%

Shares173.1K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-2.22%

Shares25.6K

Event2026-06-30

Filed2026-07-16

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

4.29%

Shares158.4K

Event2026-06-30

Filed2026-07-16

XLK

TECHNOLOGY SELECT SECT SPDR

-1.04%

Shares18.3K

Event2026-06-30

Filed2026-07-16

IBDX

ISHARES TRUST IBONDS DEC2032TERM CORP ETF

6.20%

Shares138.2K

Event2026-06-30

Filed2026-07-16

ABBVIE INC.

-1.51%

Shares13.7K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD GROWTH ETF

506.80%

Shares39.6K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-3.28%

Shares5.7K

Event2026-06-30

Filed2026-07-16

IBDY

ISHARES IBONDS DEC 2033 TERMCORPORATE ETF

7.75%

Shares128.1K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

3.09%

Shares5.7K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-2.62%

Shares8.9K

Event2026-06-30

Filed2026-07-16

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

1.40%

Shares123.1K

Event2026-06-30

Filed2026-07-16

CISCO SYSTEMS INC.

-9.96%

Shares26.3K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-2.50%

Shares22.4K

Event2026-06-30

Filed2026-07-16

VANGUARD TOTAL STOCK MARKET ETF

-0.07%

Shares8.3K

Event2026-06-30

Filed2026-07-16

SMH

VANECK SEMICONDUCTOR ETF

-2.62%

Shares4.1K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-1.10%

Shares19.3K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-8.31%

Shares9.7K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-1.71%

Shares22.4K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-0.35%

Shares14.9K

Event2026-06-30

Filed2026-07-16

IBCA

ISHARES IBONDS DEC 2035 TERMCORPORATE ETF

12.43%

Shares92.2K

Event2026-06-30

Filed2026-07-16

IBM

INTL BUSINESS MACHINES

-0.82%

Shares8.2K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-2.92%

Shares27.6K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-3.57%

Shares16.4K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA MOTORS INC

2.84%

Shares4.9K

Event2026-06-30

Filed2026-07-16

WASTE MANAGEMENT INC NEW

-1.45%

Shares9.2K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES S & P 100 ETF

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD FTSE DEVELOPED MARKET ETF

5.85%

Shares28.0K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-0.75%

Shares3.8K

Event2026-06-30

Filed2026-07-16

VANGUARD MID-CAP ETF

299.97%

Shares24.1K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-3.46%

Shares21.9K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-0.76%

Shares8.6K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC COM

0.60%

Shares1.3K

Event2026-06-30

Filed2026-07-16

DYNF

ISHARES US EQUITY FACTOR ROTATION ETF

New

Shares22.9K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

-0.96%

Shares8.6K

Event2026-06-30

Filed2026-07-16

COSTCO WHSL CORP NEW

-1.38%

Shares1.4K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES RUSSELL 1000 VALUE INDEX FUND

-0.11%

Shares5.4K

Event2026-06-30

Filed2026-07-16

VISA INC - CLASS A SHARES

-2.43%

Shares3.5K

Event2026-06-30

Filed2026-07-16

BBUS

JPMORGAN BETABUILDER ETF

9.85%

Shares8.5K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL MYERS SQUIBB CO

-1.74%

Shares19.7K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

-1.63%

Shares5.4K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO S&P 500 MOMENTUM ETF

17.14%

Shares7.0K

Event2026-06-30

Filed2026-07-16

IBDS

ISHARES IBONDS DEC 2027 CORPORATE ETF

0.03%

Shares46.8K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO., INC

-0.75%

Shares8.8K

Event2026-06-30

Filed2026-07-16

ORACLE CORPORATION

-3.17%

Shares7.5K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

-0.43%

Shares11.5K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY NEW

-2.93%

Shares4.1K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORP

-3.97%

Shares3.3K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC.

-4.95%

Shares7.2K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

-0.08%

Shares3.9K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORPORATION

0.11%

Shares2.6K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INCORPORATED

0.20%

Shares2.5K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE

-6.94%

Shares9.9K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-3.16%

Shares21.3K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES MSCI EAFE ETF FUND

-4.23%

Shares8.7K

Event2026-06-30

Filed2026-07-16

NETFLIX INC

22.13%

Shares12.5K

Event2026-06-30

Filed2026-07-16

DEERE & CO (JOHN DEERE)

1.65%

Shares1.4K

Event2026-06-30

Filed2026-07-16

VANGUARD SMALL CAP ETF

4.07%

Shares2.8K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

0.45%

Shares886

Event2026-06-30

Filed2026-07-16

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORPORATION NEW

40.41%

Shares6.7K

Event2026-06-30

Filed2026-07-16

MET

METLIFE INC

-0.28%

Shares9.4K

Event2026-06-30

Filed2026-07-16

IBDR

ISHARES IBONDS DEC 2026 TERMCORPORATE ETF

-3.02%

Shares31.8K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABS

-4.93%

Shares8.1K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING INC

-0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY (WALT) COMPANY HOLDING CO

-4.83%

Shares7.6K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TRUST

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-16

XLE

ENERGY SELECT SECTOR SPDR FUND

-3.63%

Shares13.1K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES CORE S&P MID CAP ETF

-3.39%

Shares9.0K

Event2026-06-30

Filed2026-07-16

WMB

THE WILLIAMS CO. INC.

0.10%

Shares9.3K

Event2026-06-30

Filed2026-07-16

XLF

FINANCIAL SELECT SECTOR SPDR FUND

-3.82%

Shares12.9K

Event2026-06-30

Filed2026-07-16

XLC

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

-3.21%

Shares6.4K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMERICA CORP

-2.32%

Shares11.9K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELECTRIC

-3.22%

Shares4.5K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS

-4.15%

Shares1.9K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORPORATION

-0.35%

Shares11.8K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-10.39%

Shares23.1K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

-0.75%

Shares5.3K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COMPANIES INC

-9.08%

Shares2.4K

Event2026-06-30

Filed2026-07-16

3M CO COM

-2.28%

Shares3.0K

Event2026-06-30

Filed2026-07-16

AT&T INC.

-1.63%

Shares23.2K

Event2026-06-30

Filed2026-07-16

XLV

HEALTH CARE SELECT SECTOR SPDR FUND

-5.98%

Shares3.0K

Event2026-06-30

Filed2026-07-16

AIQ

GLOBAL X ARTIFICIAL INTEL & TECH EFT

-0.81%

Shares7.0K

Event2026-06-30

Filed2026-07-16

TORONTO-DOMINION BANK NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTERNATIONAL W/I

-2.52%

Shares2.4K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP

-10.95%

Shares2.2K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

0.00%

Shares562

Event2026-06-30

Filed2026-07-16

IWM

ISHARES RUSSELL 2000 ETF

-1.15%

Shares1.3K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD TOTAL BOND MARKET FUND ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

HTGC

HERCULES CAPITAL INC.

0.00%

Shares24.0K

Event2026-06-30

Filed2026-07-16

MASTERCARD INC - CLASS A

-6.29%

Shares700

Event2026-06-30

Filed2026-07-16

IWR

ISHARES RUSSELL MIDCAP ETF

-1.32%

Shares3.1K

Event2026-06-30

Filed2026-07-16

XLI

INDUSTRIAL SELECT SECTOR SPDR FUND

-3.44%

Shares1.8K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORPORATION

-1.48%

Shares1.1K

Event2026-06-30

Filed2026-07-16

DAR

DARLING INGREDIENTS INC. COMMON STOCK

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-16

EME

EMCOR GROUP INC. COMMON STOCK

0.00%

Shares400

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

-2.19%

Shares938

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-4.96%

Shares2.4K

Event2026-06-30

Filed2026-07-16

QUANTA SERVICES INC

0.00%

Shares425

Event2026-06-30

Filed2026-07-16

SBUX

STARBUCKS CORPORATION

-4.04%

Shares3.0K

Event2026-06-30

Filed2026-07-16

AMT

AMERICAN TOWER CORPORATION

-8.83%

Shares1.8K

Event2026-06-30

Filed2026-07-16

NOC

NORTHROP GRUMMAN CORP

-2.00%

Shares588

Event2026-06-30

Filed2026-07-16

ACCENTURE PLC

-7.39%

Shares2.4K

Event2026-06-30

Filed2026-07-16

SLV

ETF ISHARES SILVER TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-16

HONEYWELL TECHNOLOGIES

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-1.04%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-6.06%

Shares697

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD MSCI EMERGING MARKETS ETF

-5.20%

Shares4.6K

Event2026-06-30

Filed2026-07-16

PRU

PRUDENTIAL FINANCIAL INC

-6.73%

Shares2.5K

Event2026-06-30

Filed2026-07-16

EPD

ENTERPRISE PRODUCTS PARTNERS L.P.

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MFG CO LTD ADR

-0.72%

Shares554

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP, INC.

-1.45%

Shares3.7K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

-13.84%

Shares629

Event2026-06-30

Filed2026-07-16

VONE

VANGUARD RUSSELL 1000 ETF

0.00%

Shares734

Event2026-06-30

Filed2026-07-16

NUE

NUCOR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

FLEX

FLEXTRONICS INTL

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

PAA

PLAINS ALL AMERICAN PIPELINE

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-16

FTNY

PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-16

YUM

YUM BRANDS INC.

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES, INC.

-2.85%

Shares1.9K

Event2026-06-30

Filed2026-07-16

REGN

REGENERON PHARMACEUTICALS

-2.34%

Shares375

Event2026-06-30

Filed2026-07-16

DOMINION ENERGY, INC.

-0.59%

Shares3.4K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC. COMMON STOCK

-7.67%

Shares770

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETROLEUM CORPORATION

0.00%

Shares885

Event2026-06-30

Filed2026-07-16

CENTERPOINT ENERGY, INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

-3.49%

Shares443

Event2026-06-30

Filed2026-07-16

VNJUX

VANGUARD NJ LONG-TERM TAX EXEMPT FD

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-16

MCK

MCKESSON CORPORATION

1.06%

Shares286

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

CASY

CASEY'S GENERAL STORES INC

0.00%

Shares270

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

-1.35%

Shares2.9K

Event2026-06-30

Filed2026-07-16

MPLX

MPLX LP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

TRAVELERS COS INC

0.00%

Shares630

Event2026-06-30

Filed2026-07-16

SDY

SPDR S&P DIVIDEND ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

LCMMX

LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD

-2.01%

Shares2.7K

Event2026-06-30

Filed2026-07-16

ETR

ENTERGY CORPORATION

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

UNP

UNION PACIFIC CORP

1.52%

Shares735

Event2026-06-30

Filed2026-07-16

NLR

VANECK URANIUM AND NUCLEAR ETF

6.60%

Shares1.7K

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE, INC.

-4.73%

Shares1.2K

Event2026-06-30

Filed2026-07-16

DTE

DTE ENERGY CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WORKS INC.

-0.30%

Shares662

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

-0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

6.53%

Shares408

Event2026-06-30

Filed2026-07-16

IYK

ISHARES US CONSUMER STAPLES EFT

-13.79%

Shares2.3K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC

-0.42%

Shares1.9K

Event2026-06-30

Filed2026-07-16

AWR

AMERICAN STATES WATER COMPANY COMMON STOCK

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES U.S. TECHNOLOGY ETF

0.00%

Shares654

Event2026-06-30

Filed2026-07-16

CALF

PACER SMALL CAP ETF

-14.51%

Shares3.2K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

-43.90%

Shares681

Event2026-06-30

Filed2026-07-16

ARKVX

ARK VENTURE FUND

994.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINANCIAL CORP

-0.76%

Shares785

Event2026-06-30

Filed2026-07-16

NKE

NIKE, INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

LQD

ISHARES IBOXX $INVESTMENT BOND FD

-3.10%

Shares1.4K

Event2026-06-30

Filed2026-07-16

ISHARES IBOND DEC 2036 TERM CORPORATE ETF

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

AXON

AXON ENTERPRISE INC COM

0.00%

Shares259

Event2026-06-30

Filed2026-07-16

AGG

ISHARES CORE TOTAL US AGGREGATE BOND ETF-W

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ADOBE INC

-12.22%

Shares697

Event2026-06-30

Filed2026-07-16

ALL

ALLSTATE CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

RIO

RIO TINTO PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV N Y REGISTRY SHS

4.41%

Shares71

Event2026-06-30

Filed2026-07-16

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-1.38%

Shares1.4K

Event2026-06-30

Filed2026-07-16

MLI

MUELLER INDUSTRIES INC. COMMON STOCK

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD VALUE ETF

-1.58%

Shares624

Event2026-06-30

Filed2026-07-16

BOEING

7.76%

Shares625

Event2026-06-30

Filed2026-07-16

KMB

KIMBERLY CLARK

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

ENERGY TRANSFER LP COM UT LTD PTN

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

ENB

ENBRIDGE INC

-2.17%

Shares2.4K

Event2026-06-30

Filed2026-07-16

GOVT

ISHARES US TREASURY BOND ETF

-3.12%

Shares5.6K

Event2026-06-30

Filed2026-07-16

BDX

BECTON DICKINSON & CO

0.00%

Shares847

Event2026-06-30

Filed2026-07-16

WLY

JOHN WILEY & SONS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

SJM

J.M. SMUCKER COMPANY

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO NEW

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

TDVG

T. ROWE PRICE DIVIDEND GROWTH ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-16

PHM

PULTEGROUP, INC

0.00%

Shares815

Event2026-06-30

Filed2026-07-16

DATADOG INC CLASS A

0.00%

Shares425

Event2026-06-30

Filed2026-07-16

OTIS

OTIS WORLDWIDE CORPORATION

-1.30%

Shares1.5K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW CL A

1.33%

Shares4.4K

Event2026-06-30

Filed2026-07-16

GATX

GATX CORPORATION

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

HSY

THE HERSHEY COMPANY

-3.51%

Shares605

Event2026-06-30

Filed2026-07-16

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS INC

5.63%

Shares638

Event2026-06-30

Filed2026-07-16

ASTRAZENECA PLC ORDINARY

-0.91%

Shares543

Event2026-06-30

Filed2026-07-16

VXUS

ETF VANGUARD TOTAL INTL STOCK

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

AROW

ARROW FINANCIAL CORPORATION

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

SPXV

PROSHARES S&P 500 EX- HEALTHCARE ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

DOW

DOW INC.

-0.95%

Shares3.6K

Event2026-06-30

Filed2026-07-16

ISHARES CORE S&P 500 ETF

0.00%

Shares131

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS & CHEMICALS INC

-0.89%

Shares334

Event2026-06-30

Filed2026-07-16

MGRC

MCGRATH RENTCORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-16

XNTK

SPDR NYSE TECHNOLOGY ETF

0.00%

Shares245

Event2026-06-30

Filed2026-07-16

PARKER HANNIFIN CORP

0.00%

Shares97

Event2026-06-30

Filed2026-07-16

VONG

VANGUARD RUSSELL 1000 GROWTHETF

0.00%

Shares714

Event2026-06-30

Filed2026-07-16

XBI

ETF SPDR S&P BIOTECH

21.05%

Shares575

Event2026-06-30

Filed2026-07-16

ETF VANGUARD RUSSELL 2000

0.00%

Shares749

Event2026-06-30

Filed2026-07-16

ESP

ESPEY MFG. & ELECTRONICS CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ATR

APTARGROUP INC. COMMON STOCK

0.00%

Shares700

Event2026-06-30

Filed2026-07-16

IBKR

INTERACTIVE BROKERS GRO-CL A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

BLOOM ENERGY CORP COM CL A

43.50%

Shares287

Event2026-06-30

Filed2026-07-16

IONQ INC.

-0.98%

Shares1.6K

Event2026-06-30

Filed2026-07-16

EXC

EXELON CORP

-5.89%

Shares1.8K

Event2026-06-30

Filed2026-07-16

VANGUARD DEVELOPED MARKETS INDEX FUND

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

SUSA

ISHARES MSCI USA ESG SELECT

0.00%

Shares549

Event2026-06-30

Filed2026-07-16

MAR

MARRIOTT INTERNATIONAL INC. CLASS A

0.00%

Shares223

Event2026-06-30

Filed2026-07-16

CNX

CNX RESOURCES COPRORATION COMMON STOCK

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

MKC

MCCORMICK & CO.

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SPACE EXPLORATION TECH CORP.

New

Shares465

Event2026-06-30

Filed2026-07-16

FEDEX FREIGHT HOLDING COMPANY, INC.

New

Shares523

Event2026-06-30

Filed2026-07-16

AWK

AMERICAN WATER WORKS INC.

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC.

-5.63%

Shares2.5K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SERVICE

-12.48%

Shares722

Event2026-06-30

Filed2026-07-16

DSI

ISHARES MSCI KLD 400 SOCIAL

0.00%

Shares539

Event2026-06-30

Filed2026-07-16

HYDB

ISHARE HIGH YIELD BOND FACTOR EFT

-3.15%

Shares1.6K

Event2026-06-30

Filed2026-07-16

MLPX

GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

IBMS

ISHARES IBONDS DEC 2030 MUNIBOND ETF

116.33%

Shares2.9K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares537

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO S&P 500 QUALITY ETF

0.00%

Shares818

Event2026-06-30

Filed2026-07-16

PNC

PNC FINANCIAL SERVICES GROUP INC

0.00%

Shares291

Event2026-06-30

Filed2026-07-16

PPA

INVESCO AEROSPACE & DEFENSE EFT

-1.96%

Shares400

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS, INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares450

Event2026-06-30

Filed2026-07-16

VSH

VISHAY INTERTECHNOLOGY, INC.

-68.29%

Shares1.3K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS COMPANY

0.00%

Shares201

Event2026-06-30

Filed2026-07-16

PIO

INVESCO GLOBAL WATER ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

CBSH

COMMERCE BANCSHARES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

CNQ

CANADIAN NATURAL RESOURCES

-0.47%

Shares1.7K

Event2026-06-30

Filed2026-07-16

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

0.00%

Shares266

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRUMENTS

0.00%

Shares215

Event2026-06-30

Filed2026-07-16

CVCO

CAVCO INDUSTRIES INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

SRE

SEMPRA

0.00%

Shares647

Event2026-06-30

Filed2026-07-16

DHI

D R HORTON INC

0.00%

Shares368

Event2026-06-30

Filed2026-07-16

BANK OF NEW YORK MELLON CORP

0.00%

Shares409

Event2026-06-30

Filed2026-07-16

CRAI

CRA INTERNATIONAL INC.

285.71%

Shares405

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD SMALL-CAP VALUE ETF

0.00%

Shares236

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR INC

-13.11%

Shares411

Event2026-06-30

Filed2026-07-16

DUPONT DE NEMOURS INC

New

Shares409

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCK

41.05%

Shares457

Event2026-06-30

Filed2026-07-16

FCG

FIRST TRUST NATRUAL GAS ETF

-10.87%

Shares2.0K

Event2026-06-30

Filed2026-07-16

VRT

VERTIV HOLDINGS

New

Shares157

Event2026-06-30

Filed2026-07-16

AMEX UTILITIES SELECT INDEX SHS BEN INT

-1.95%

Shares1.2K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-16

FNDF

SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY

0.00%

Shares951

Event2026-06-30

Filed2026-07-16

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

AVY

AVERY DENNISON CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-16

DRIV

GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP DEL COM NEW

0.00%

Shares796

Event2026-06-30

Filed2026-07-16

XLB

MATERIAL SELECT SECTOR SPDR TRUST

-13.74%

Shares942

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHERN CORPORATION

0.00%

Shares150

Event2026-06-30

Filed2026-07-16

DLR

DIGITAL REALTY TRUST INC.

-13.71%

Shares258

Event2026-06-30

Filed2026-07-16

EXE

CHESAPEAKE ENERGY CORPORATION

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

ICLN

ETF ISHARES GLOBAL CLEAN ENERGY

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

SCL

STEPAN CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-16

ASTS

AST SPACEMOBILE INC

New

Shares500

Event2026-06-30

Filed2026-07-16

SUNCOR ENERGY INC NEW

-1.31%

Shares826

Event2026-06-30

Filed2026-07-16

FORD MOTOR CO DEL

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

LNG

CHENIERE ENERGY, INC.

0.00%

Shares185

Event2026-06-30

Filed2026-07-16

HUBG

HUB GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

ZBH

ZIMMER HOLDINGS INC.

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X DEFENSE TECH ETF

27.48%

Shares719

Event2026-06-30

Filed2026-07-16

XLP

CONSUMER STAPLES SELECT SECTOR SPDR FUND

0.00%

Shares515

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORPORATION-CL A

0.00%

Shares242

Event2026-06-30

Filed2026-07-16

LULU

LULULEMON ATHLETICA INC

-18.95%

Shares372

Event2026-06-30

Filed2026-07-16

ECG

EVERUS CONSTRUCTION GROUP

0.00%

Shares250

Event2026-06-30

Filed2026-07-16

WAT

WATERS CORPORATION

-4.35%

Shares110

Event2026-06-30

Filed2026-07-16

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

IWP

ISHARES RUSSELL MIDCAP GROWTH INDEX FUND

-2.13%

Shares276

Event2026-06-30

Filed2026-07-16

MLPI

NEOS MLP & ENERGY INCOME ETF

48.37%

Shares727

Event2026-06-30

Filed2026-07-16

DSTL

DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF

0.00%

Shares665

Event2026-06-30

Filed2026-07-16

ABM

ABM INDUSTRIES INCORPORATED COMMON STOCK

0.00%

Shares900

Event2026-06-30

Filed2026-07-16

GEHC

GE HEALTHCARE TECHNOLOGIES, INC.

0.00%

Shares617

Event2026-06-30

Filed2026-07-16

FITB

FIFTH THIRD BANCORP

0.00%

Shares675

Event2026-06-30

Filed2026-07-16

SOLS

SOLSTICE ADVANCED MATERIALS INC.

-1.67%

Shares412

Event2026-06-30

Filed2026-07-16

SMMT

SUMMIT THERAPEUTICS INC.

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

KLAC

KLA-TENCOR CORPORATION

1233.33%

Shares120

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC, INC

4.35%

Shares72

Event2026-06-30

Filed2026-07-16

RGTI

RIGETTI COMPUTING INC.

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

NOMURA MID-CAP GROWTH FUND CLASS A

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

LNC

LINCOLN NATIONAL CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

AMERIPRISE FINANCIAL INC.

-2.53%

Shares77

Event2026-06-30

Filed2026-07-16

OXY

OCCIDENTAL PETROLEUM CORP

-14.66%

Shares722

Event2026-06-30

Filed2026-07-16

IBMT

ISHARES IBONDS DEC 2031 MUNIBOND ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

TTE

TOTALENERGIES SE ORDINARY

0.00%

Shares447

Event2026-06-30

Filed2026-07-16

MGV

VANGUARD MEGA CAP VALUE ETF

0.00%

Shares210

Event2026-06-30

Filed2026-07-16

RGEN

REPLIGEN CORPORATION

0.00%

Shares250

Event2026-06-30

Filed2026-07-16

CARG

CARGURUS INC COM CL A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

NAN

NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

DVN

DEVON ENERGY CORPORATION NEW

523.66%

Shares817

Event2026-06-30

Filed2026-07-16

NASDX

SHELTON FDS NASDAQ 100 INDEX FD CL INV

0.00%

Shares619

Event2026-06-30

Filed2026-07-16

XLY

CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND

0.00%

Shares274

Event2026-06-30

Filed2026-07-16

ATMU

ATMUS FILTRATION TECH.

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

TRANSMEDICS GROUP INC.

0.00%

Shares460

Event2026-06-30

Filed2026-07-16

ISHARES IBONDS 2032 MUNI BOND ETF

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

KROGER COMPANY

-2.37%

Shares536

Event2026-06-30

Filed2026-07-16

MDLZ

MONDELEZ INTERNATIONAL INC

0.00%

Shares513

Event2026-06-30

Filed2026-07-16

MDB

MONGODB, INC.

0.00%

Shares88

Event2026-06-30

Filed2026-07-16

HUBS

HUBSPOT INC.

0.00%

Shares160

Event2026-06-30

Filed2026-07-16

BP P.L.C.

0.00%

Shares785

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares72

Event2026-06-30

Filed2026-07-16

AMCOR PLC ORDINARY

0.00%

Shares638

Event2026-06-30

Filed2026-07-16

QUANTINUUM INC.

New

Shares335

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG - ADR

-21.36%

Shares173

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD REAL ESTATE ETF

-9.00%

Shares273

Event2026-06-30

Filed2026-07-16

TMUS

T-MOBILE US INC

-12.07%

Shares153

Event2026-06-30

Filed2026-07-16

CONSOLIDATED EDISON INC

0.00%

Shares231

Event2026-06-30

Filed2026-07-16

MELI

MERCADOLIBRE INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-16

MDU

MDU RESOURCES GROUP INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

DTCR

GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF

-3.76%

Shares818

Event2026-06-30

Filed2026-07-16

EFG

ISHARES MSCI EAFE GROWTH ETF

0.00%

Shares199

Event2026-06-30

Filed2026-07-16

BOH

BANK OF HAWAII CORPORATION COMMON STOCK

0.00%

Shares300

Event2026-06-30

Filed2026-07-16

CBOE

CBOE GLOBAL MARKETS, INC.

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

SIEGY

SIEMENS AG

0.00%

Shares148

Event2026-06-30

Filed2026-07-16

MKL

MARKEL GROUP INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-16

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares340

Event2026-06-30

Filed2026-07-16

EBAY

EBAY INC

0.00%

Shares207

Event2026-06-30

Filed2026-07-16

XEL

XCEL ENERGY INC

-19.38%

Shares287

Event2026-06-30

Filed2026-07-16

PNR

PENTAIR PLC

0.00%

Shares300

Event2026-06-30

Filed2026-07-16

WEYERHAEUSER COMPANY

0.00%

Shares960

Event2026-06-30

Filed2026-07-16

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares536

Event2026-06-30

Filed2026-07-16

LFUS

LITTELFUSE INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

BBY

BEST BUY

0.00%

Shares300

Event2026-06-30

Filed2026-07-16

KRE

SPDR S&P REGIONAL BANKING ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-16

QCLN

FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF

0.00%

Shares356

Event2026-06-30

Filed2026-07-16

CAUKX

S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W

0.00%

Shares31

Event2026-06-30

Filed2026-07-16

BAX

BAXTER INTERNATIONAL INC.

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

NFG

NATIONAL FUEL GAS CO. NJ

0.00%

Shares275

Event2026-06-30

Filed2026-07-16

FANG

DIAMONDBACK ENERGY INC.

0.00%

Shares120

Event2026-06-30

Filed2026-07-16

ZBRA

ZEBRA TECHNOLOGIES CORP CLASS A

0.00%

Shares80

Event2026-06-30

Filed2026-07-16

ECL

ECOLAB INC.

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

SLYG

SPDR S&P 600 SMALL CAP GROWTH EFT

0.00%

Shares174

Event2026-06-30

Filed2026-07-16

QTUM

DEFIANCE QUANTUM ETF

New

Shares125

Event2026-06-30

Filed2026-07-16

EADSY

AIRBUS SE ADR

0.00%

Shares368

Event2026-06-30

Filed2026-07-16

CLOUDFLARE INC CL A COM

0.00%

Shares82

Event2026-06-30

Filed2026-07-16

NVG

NUVEEN AMT-FREE MUNI CREDIT INCOME FUND

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

RKLB

ROCKET LAB CORPORATION

0.00%

Shares194

Event2026-06-30

Filed2026-07-16

PINS

PINTEREST INC CL A

0.00%

Shares915

Event2026-06-30

Filed2026-07-16

TWLO

TWILIO INC. - A

0.00%

Shares93

Event2026-06-30

Filed2026-07-16

CLX

CLOROX COMPANY

0.00%

Shares200

Event2026-06-30

Filed2026-07-16

ROBO

EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF

0.00%

Shares221

Event2026-06-30

Filed2026-07-16

FNF

FIDELITY NATIONAL FINANCIAL INC. COM

0.00%

Shares400

Event2026-06-30

Filed2026-07-16

SFD

SMITHFIELD FOODS INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-16

RHHBY

ROCHE HOLDING AG

0.00%

Shares354

Event2026-06-30

Filed2026-07-16

MITK

MITEK SYSTEMS INC.

0.00%

Shares900

Event2026-06-30

Filed2026-07-16

SAP

SAP AKTIENGESELLSCHAFT ADR

-0.85%

Shares117

Event2026-06-30

Filed2026-07-16

FICO

FAIR ISAAC CORPORATION

0.00%

Shares15

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES INC. COMMON STOCK

0.00%

Shares61

Event2026-06-30

Filed2026-07-16

FLGT

FULGENT GENETICS INC.

0.00%

Shares860

Event2026-06-30

Filed2026-07-16

BIIB

BIOGEN INC

0.00%

Shares80

Event2026-06-30

Filed2026-07-16

GUARDANT HEALTH INC.

0.00%

Shares115

Event2026-06-30

Filed2026-07-16

CANADIAN IMPERIAL BANK OF COMMERCE

0.00%

Shares150

Event2026-06-30

Filed2026-07-16

DVA

DAVITA INC.

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

FLJP

FRANKLIN FTSE JAPAN ETF

0.00%

Shares408

Event2026-06-30

Filed2026-07-16

DNP

DNP SELECT INCOME FUND INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

SMR

NUSCALE POWER CORPORATION CLASS A

-8.39%

Shares1.6K

Event2026-06-30

Filed2026-07-16

ITB

ISHARES DOW JONES US HOME CONSTRUCTION INDEX

-9.70%

Shares149

Event2026-06-30

Filed2026-07-16

COHR

COHERENT CORP

New

Shares39

Event2026-06-30

Filed2026-07-16

SCHW

CHARLES SCHWAB CORPORATION

0.00%

Shares165

Event2026-06-30

Filed2026-07-16

PCRX

PACIRA BIOSCIENCES, INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

TEMA SPACE INNOVATORS ETF

New

Shares495

Event2026-06-30

Filed2026-07-16

TTWO

TAKE-TWO INTERACTIVE SOFTWARE, INC.

0.00%

Shares60

Event2026-06-30

Filed2026-07-16

TER

TERADYNE INC

New

Shares31

Event2026-06-30

Filed2026-07-16

CRUS

CIRRUS LOGIC INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

PBR.A

PETROLEO BRASILEIRO S.A. ADR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

TTD

THE TRADE DESK, INC.

0.00%

Shares800

Event2026-06-30

Filed2026-07-16

NUKZ

RANGE NUCLEAR RENAISSANCE ETF

-3.64%

Shares212

Event2026-06-30

Filed2026-07-16

BUG

GLOBAL X CYBERSECURITY

New

Shares360

Event2026-06-30

Filed2026-07-16

HII

HUNTINGTON INGALLS INDUSTRIES INC.

0.00%

Shares48

Event2026-06-30

Filed2026-07-16

HBM

HUDBAY MINERALS

0.00%

Shares568

Event2026-06-30

Filed2026-07-16

SNPS

SYNOPSYS INC

50.00%

Shares30

Event2026-06-30

Filed2026-07-16

LECO

LINCOLN ELECTRIC HOLDING INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

CIEN

CIENA CORP

New

Shares27

Event2026-06-30

Filed2026-07-16

IJK

ISHARES S&P M-D-CAP 400 GROWTH ETF

0.00%

Shares112

Event2026-06-30

Filed2026-07-16

ROKU

ROKU INC

0.00%

Shares95

Event2026-06-30

Filed2026-07-16

VANECK GOLD MINERS ETF

0.00%

Shares173

Event2026-06-30

Filed2026-07-16

ALLEGHENY TECHNOLOGIES, INC

0.00%

Shares66

Event2026-06-30

Filed2026-07-16

AMKR

AMKOR TECHNOLOGY INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-16

APLD

APPLIED DIGITAL CORP

0.00%

Shares345

Event2026-06-30

Filed2026-07-16

XAR

STATE STREET AEROSPACE & DEFENSE ETF

0.00%

Shares45

Event2026-06-30

Filed2026-07-16

FLCSX

FIDELITY LARGE CAP STOCK

0.00%

Shares187

Event2026-06-30

Filed2026-07-16

ETSY INC

0.00%

Shares165

Event2026-06-30

Filed2026-07-16

DEUTSCHE POST AG SPONSORED ADR

0.00%

Shares410

Event2026-06-30

Filed2026-07-16

OPRA

OPERA LIMITED AMERICAN DEPOSITARY

0.00%

Shares621

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-16

SQM

SOCIEDAD QUIMICA Y MINERA DE CHILE-ADR

0.00%

Shares161

Event2026-06-30

Filed2026-07-16

NDAQ

NASDAQ STOCK MARKET INC

0.00%

Shares150

Event2026-06-30

Filed2026-07-16

IGM

ISHARES EXPANDED TECH SECTORETF

0.00%

Shares72

Event2026-06-30

Filed2026-07-16

FLTMX

FIDELITY INTER MUNI INCOME FUND

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

TMLCX

SEI INST MANAGED TRUST TAX-MANAGED

0.00%

Shares262

Event2026-06-30

Filed2026-07-16

SYM

SYMBOTIC INC CLASS A COM

0.00%

Shares254

Event2026-06-30

Filed2026-07-16

EZU

ISHARES MSCI EUROZONE ETF

0.00%

Shares161

Event2026-06-30

Filed2026-07-16

QBTS

D-WAVE QUANTUM INC.

0.00%

Shares449

Event2026-06-30

Filed2026-07-16

UEC

URANIUM ENERGY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SERVICE ENTERPRISE GROUP, INC

0.00%

Shares131

Event2026-06-30

Filed2026-07-16

DFH

DREAM FINDERS HOMES INC. - CLASS A

0.00%

Shares615

Event2026-06-30

Filed2026-07-16

DOCU

DOCUSIGN INC

0.00%

Shares235

Event2026-06-30

Filed2026-07-16

WISDOMTREE INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-16

ISHARES CORE MSCI EAFE ETF

0.00%

Shares105

Event2026-06-30

Filed2026-07-16

TTC

TORO CO

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

ADSK

AUTODESK INC.

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

JBL

JABIL CIRCUIT INC.

New

Shares25

Event2026-06-30

Filed2026-07-16

SMID

SMITH-MIDLAND CORPORATION

0.00%

Shares330

Event2026-06-30

Filed2026-07-16

BBNX

BETA BIONICS INC.

New

Shares603

Event2026-06-30

Filed2026-07-16

WAYFAIR INC CL A

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

WFCF

WHERE FOOD COMES FROM INC.

0.00%

Shares700

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORPORATION

New

Shares4

Event2026-06-30

Filed2026-07-16

SPG

SIMON PROPERTY GROUP

0.00%

Shares40

Event2026-06-30

Filed2026-07-16

TOYOTA MOTOR CORP ADR

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

VINP

VINCI PARTNERS INVESTMENTS LTD. - CLASS A

0.00%

Shares855

Event2026-06-30

Filed2026-07-16

DEO

DIAGEO PLC

0.00%

Shares103

Event2026-06-30

Filed2026-07-16

AEROVIRONMENT INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

EFX

EQUIFAX INC.

0.00%

Shares52

Event2026-06-30

Filed2026-07-16

BANDWIDTH INC

0.00%

Shares130

Event2026-06-30

Filed2026-07-16

DCI

DONALDSON COMPANY INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-16

NUVEEN QUALITY MUNICIPAL INCOME FUND

0.00%

Shares669

Event2026-06-30

Filed2026-07-16

CSIQ

CANADIAN SOLAR INC COM

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

LUNR

INTUITIVE MACHINES INC CLASS A COM

0.00%

Shares370

Event2026-06-30

Filed2026-07-16

CHAT

ROUNDHILL GENERATIVE AI AND TECH ETF

0.00%

Shares78

Event2026-06-30

Filed2026-07-16

VKTX

VIKING THERAPEUTICS INC COM

0.00%

Shares188

Event2026-06-30

Filed2026-07-16

PUBM

PUBMATIC INC COM CL A

0.00%

Shares549

Event2026-06-30

Filed2026-07-16

SOFI

SOFI TECHNOLOGIES INC- COMMON STOCK

0.00%

Shares400

Event2026-06-30

Filed2026-07-16

LEN

LENNAR COPORATION CLASS A

0.00%

Shares79

Event2026-06-30

Filed2026-07-16

CMPS

COMPASS PATHWAYS PLC

0.00%

Shares505

Event2026-06-30

Filed2026-07-16

UNILEVER PLC 3.11P ADR

-23.18%

Shares116

Event2026-06-30

Filed2026-07-16

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares90

Event2026-06-30

Filed2026-07-16

BAESY

BAE SYSTEMS PLC

0.00%

Shares70

Event2026-06-30

Filed2026-07-16

FRMI

FERMI INC.

-22.80%

Shares745

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

0.00%

Shares69

Event2026-06-30

Filed2026-07-16

MOG.A

MOOG INC.

New

Shares16

Event2026-06-30

Filed2026-07-16

FTNT

FORTINET INC. COMMON STOCK

-4.35%

Shares44

Event2026-06-30

Filed2026-07-16

EOG

EOG RESOURCES INC

0.00%

Shares52

Event2026-06-30

Filed2026-07-16

RMNI

RIMINI STREET INC.

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

CBRS

CEVEBRAS SYSTEMS INC.

New

Shares30

Event2026-06-30

Filed2026-07-16

NBIS

NEBIUS GROUP N.V.

New

Shares24

Event2026-06-30

Filed2026-07-16

APPN

APPIAN CORPORATION

0.00%

Shares280

Event2026-06-30

Filed2026-07-16

MCO

MOODYS CORP

0.00%

Shares14

Event2026-06-30

Filed2026-07-16

MTN

VAIL RESORTS INC.

-2.13%

Shares46

Event2026-06-30

Filed2026-07-16

ALLEGION PLC

0.00%

Shares44

Event2026-06-30

Filed2026-07-16

ASPI

ASP ISOTOPES INC.

0.00%

Shares986

Event2026-06-30

Filed2026-07-16

FTV

FORTIVE CORPORATION

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

LPTX

CYPHERPUNK TECHNOLOGIES INC.

New

Shares10.0K

Event2026-06-30

Filed2026-07-16

TAN

INVESCO EXCH TRADED FD TR IISOLAR ETF

0.00%

Shares103

Event2026-06-30

Filed2026-07-16

EEFT

EURONET WORLDWIDE INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-16

VANGUARD DEVELOPED MARKETS INDEX FUND

87.77%

Shares261

Event2026-06-30

Filed2026-07-16

INTERNATIONAL PAPER CO

0.00%

Shares155

Event2026-06-30

Filed2026-07-16

VPU

VANGUARD UTILITIES ETF

0.00%

Shares30

Event2026-06-30

Filed2026-07-16

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

0.00%

Shares17

Event2026-06-30

Filed2026-07-16

WIX

WIX.COM LTD

0.00%

Shares128

Event2026-06-30

Filed2026-07-16

TECK

TECK RESOURCES LTD

0.00%

Shares97

Event2026-06-30

Filed2026-07-16

PGEN

PRECIGEN INC. - COMMON STOCK

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

FSLY

FASTLY INC CLASS A

0.00%

Shares310

Event2026-06-30

Filed2026-07-16

BVS

BIOVENTUS INC COM CL A

-3.84%

Shares601

Event2026-06-30

Filed2026-07-16

RACE

FERRARI N.V. COMMON SHARES

0.00%

Shares15

Event2026-06-30

Filed2026-07-16

DYCOM INDUSTRIES INC

New

Shares11

Event2026-06-30

Filed2026-07-16

COPX

GLOBAL X COPPER MINERS ETF

0.00%

Shares71

Event2026-06-30

Filed2026-07-16

PGX

INVESCO PREFERRED ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

HAWAIIAN ELECTRIC INDUSTRIES, INC.

0.00%

Shares400

Event2026-06-30

Filed2026-07-16

UPSTART HLDGS INC COM

0.00%

Shares150

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC.

0.00%

Shares23

Event2026-06-30

Filed2026-07-16

CRWV

COREWEAVE INC.

0.00%

Shares51

Event2026-06-30

Filed2026-07-16

MOD

MODINE MANUFACTURING COMP

New

Shares19

Event2026-06-30

Filed2026-07-16

INTU

INTUIT INC

0.00%

Shares19

Event2026-06-30

Filed2026-07-16

BARRICK MINING CORPORATION

0.00%

Shares135

Event2026-06-30

Filed2026-07-16

MP MATERIALS CORP.

633.33%

Shares88

Event2026-06-30

Filed2026-07-16

CNI

CANADIAN NATIONAL RAILWAY CO

0.00%

Shares40

Event2026-06-30

Filed2026-07-16

MSIGX

INVESCO MAIN STREET FUND - CLASS A

-35.78%

Shares70

Event2026-06-30

Filed2026-07-16

INFQ

INFLEQTION INC.

0.00%

Shares344

Event2026-06-30

Filed2026-07-16

MFC

MANULIFE FINANCIAL

0.00%

Shares111

Event2026-06-30

Filed2026-07-16

HALMY

HALMA PLC ADR UNSPONSORED

0.00%

Shares42

Event2026-06-30

Filed2026-07-16

FRESHPET INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-16

POST

POST HOLDINGS INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-16

LEU

ENTRUS ENERGY CORP.

0.00%

Shares26

Event2026-06-30

Filed2026-07-16

ADMA

ADMA BIOLOGICS INC COM

-3.73%

Shares516

Event2026-06-30

Filed2026-07-16

SRVR

PACER DATA & INFRASTRUCTURE REAL ESTATE ETF

0.00%

Shares130

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD SHORT-TERM BOND ETF

0.00%

Shares53

Event2026-06-30

Filed2026-07-16

ELECTRONIC ARTS INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-16

OKLO

OKLO INC

-17.02%

Shares78

Event2026-06-30

Filed2026-07-16

PTON

PELOTON INTERACTIVE INC CLASS A

0.00%

Shares690

Event2026-06-30

Filed2026-07-16

PLUG

PLUG POWER INC.

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

MOBILCOM LIMITED

New

Shares776

Event2026-06-30

Filed2026-07-16

SCHH

SCHWAB U.S. REIT ETF

0.00%

Shares167

Event2026-06-30

Filed2026-07-16

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-16

LUMN

LUMEN TECHNOLOGIES INC.

0.00%

Shares500

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available