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

Currently, Advisor OS, LLC holds 586 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IWF (+138.6K shares, valued at $17.2M), VO (+106.4K shares, valued at $8.6M), TCHP (+140.6K shares, valued at $7.0M); decreased their positions in SPAB (-672.5K shares, valued at $17.2M), N/A (-11.0K shares, valued at $8.2M), RSP (-32.5K shares, valued at $6.9M); initiated new positions in SPYD (+71.4K shares, valued at $3.4M), SBAR (+92.6K shares, valued at $2.4M), SLYG (+19.3K shares, valued at $2.3M).

1M P&L

+31.0M+2.33%

3M P&L

+19.6M+1.46%

HY P&L

-78.0M-5.42%

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/A967.3M

71.1%

2Consumer Electronics47.5M

3.5%

3Semiconductors47.3M

3.5%

Top Industries by Stock Count

1N/A236 stocks

44.8%

2Asset Management16 stocks

3.0%

3Semiconductors11 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS168.4K shares3.68%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS282.3K shares2.15%2026-06-302026-08-05

TCHP T ROWE PRICE EXCHANGE-TRADED1.2M shares12.89%2026-06-302026-08-05

JAAA JANUS DETROIT STR TR1.2M shares2.50%2026-06-302026-08-05

MINT PIMCO ETF TR565.8K shares-0.64%2026-06-302026-08-05

AAPL APPLE INC164.3K shares-2.71%2026-06-302026-08-05

BINC BLACKROCK ETF TRUST II907.7K shares1.04%2026-06-302026-08-05

BKDV BNY MELLON ETF TRUST II1.1M shares-3.24%2026-06-302026-08-05

Sponsored

DFIC DIMENSIONAL ETF TRUST832.6K shares-12.06%2026-06-302026-08-05

NVDA NVIDIA CORPORATION147.1K shares-0.46%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP48.6K shares0.14%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST268.9K shares13.30%2026-06-302026-08-05

IWF ISHARES TR184.8K shares299.92%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS284.3K shares-21.15%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS54.7K shares0.39%2026-06-302026-08-05

HGER HARBOR ETF TRUST597.7K shares4.18%2026-06-302026-08-05

Sponsored

BIL SPDR SERIES TRUST186.9K shares30.56%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR170.1K shares35.93%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR119.3K shares3.43%2026-06-302026-08-05

VONV VANGUARD SCOTTSDALE FDS138.0K shares5.96%2026-06-302026-08-05

SGVT SCHWAB STRATEGIC TR137.4K shares-20.68%2026-06-302026-08-05

MSFT MICROSOFT CORP37.0K shares-13.89%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T62.2K shares-34.34%2026-06-302026-08-05

PYLD PIMCO ETF TR489.7K shares4.26%2026-06-302026-08-05

Sponsored

GOOGL ALPHABET INC35.2K shares-2.05%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON47.4K shares-0.73%2026-06-302026-08-05

VO VANGUARD INDEX FDS142.8K shares292.64%2026-06-302026-08-05

AMZN AMAZON COM INC47.8K shares-8.07%2026-06-302026-08-05

FTHI FIRST TR EXCHANGE TRADED FD440.4K shares7.04%2026-06-302026-08-05

GOOG ALPHABET INC28.8K shares54.82%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F107.1K shares66.36%2026-06-302026-08-05

LLY ELI LILLY & CO7.2K shares-0.48%2026-06-302026-08-05

Sponsored

ISPY PROSHARES TR179.9K shares5.85%2026-06-302026-08-05

SPSM SPDR SERIES TRUST147.4K shares10.41%2026-06-302026-08-05

BROADCOM INC BROADCOM INC21.4K shares24.40%2026-06-302026-08-05

VXF VANGUARD INDEX FDS31.6K shares-26.01%2026-06-302026-08-05

GPIQ GOLDMAN SACHS ETF TR130.4K shares4.49%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.4K shares0.40%2026-06-302026-08-05

HDV ISHARES TR259.5K shares389.68%2026-06-302026-08-05

VB VANGUARD INDEX FDS23.4K shares25.47%2026-06-302026-08-05

Sponsored

SPYG SPDR SERIES TRUST58.1K shares95.61%2026-06-302026-08-05

FBND FIDELITY MERRIMACK STR TR147.7K shares73.78%2026-06-302026-08-05

CLOI VANECK ETF TRUST126.0K shares7.99%2026-06-302026-08-05

IEMG ISHARES INC80.2K shares5.04%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC10.1K shares-3.37%2026-06-302026-08-05

ABBVIE INC ABBVIE INC22.5K shares-0.04%2026-06-302026-08-05

ACWI ISHARES TR36.0K shares-2.79%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.3K shares-59.95%2026-06-302026-08-05

Sponsored

CAT CATERPILLAR INC5.1K shares16.84%2026-06-302026-08-05

RWJ INVESCO EXCH TRADED FD TR II91.8K shares1124.35%2026-06-302026-08-05

SCHZ SCHWAB STRATEGIC TR233.1K shares1095.64%2026-06-302026-08-05

ISHARES TR ISHARES TR6.9K shares-17.13%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS95.1K shares104.87%2026-06-302026-08-05

MRK MERCK & CO INC36.9K shares1.69%2026-06-302026-08-05

QQQ INVESCO QQQ TR6.3K shares34.91%2026-06-302026-08-05

TSLA TESLA INC11.0K shares-1.14%2026-06-302026-08-05

Sponsored

BOND PIMCO ETF TR48.6K shares26.23%2026-06-302026-08-05

SPTM SPDR SERIES TRUST49.3K shares-0.29%2026-06-302026-08-05

VUG VANGUARD INDEX FDS51.1K shares553.82%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC3.7K shares12.38%2026-06-302026-08-05

RSPA INVESCO ACTIVELY MANAGED EXC78.7K shares12.25%2026-06-302026-08-05

SPYV SPDR SERIES TRUST68.3K shares-0.59%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS25.2K shares-1.96%2026-06-302026-08-05

PG PROCTER & GAMBLE CO27.2K shares2.61%2026-06-302026-08-05

Sponsored

WMT WALMART INC35.0K shares-4.46%2026-06-302026-08-05

ISHARES TR ISHARES TR38.9K shares6.79%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL7.6K shares-2.95%2026-06-302026-08-05

EFAA INVESCO ACTIVELY MANAGED EXC68.0K shares14.21%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC32.2K shares1.28%2026-06-302026-08-05

SPHD INVESCO EXCH TRADED FD TR II72.7K shares-0.89%2026-06-302026-08-05

VISA INC VISA INC10.5K shares-0.27%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC8.1K shares-33.11%2026-06-302026-08-05

Sponsored

KO COCA COLA CO42.6K shares-4.17%2026-06-302026-08-05

SAMT ADVISORS INNER CIRCLE FD III71.5K shares-13.56%2026-06-302026-08-05

SPYD SPDR SERIES TRUST71.4K sharesnew addition2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.2K shares-1.86%2026-06-302026-08-05

FTLS FIRST TR EXCH TRADED FD III45.4K shares15.17%2026-06-302026-08-05

MCD MCDONALDS CORP12.0K shares1.41%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP23.1K shares-19.08%2026-06-302026-08-05

IEF ISHARES TR33.3K shares22.01%2026-06-302026-08-05

Sponsored

XLK SELECT SECTOR SPDR TR16.4K shares153.07%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.2K shares-3.04%2026-06-302026-08-05

BAC BANK OF AMER CORP50.2K shares-0.41%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION14.6K shares-8.33%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR76.4K shares3.77%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS9.5K shares-10.21%2026-06-302026-08-05

IWM ISHARES TR8.8K shares-6.00%2026-06-302026-08-05

TXN TEXAS INSTRS INC8.9K shares15.06%2026-06-302026-08-05

Sponsored

AMD ADVANCED MICRO DEVICES INC4.4K shares21.53%2026-06-302026-08-05

NFJ VIRTUS DIVIDEND INTEREST & P167.2K shares221.09%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.9K shares0.20%2026-06-302026-08-05

QFLR INNOVATOR ETFS TRUST68.8K shares0.00%2026-06-302026-08-05

HD HOME DEPOT INC7.0K shares1.20%2026-06-302026-08-05

EAGL 2023 ETF SERIES TRUST76.4K shares-9.40%2026-06-302026-08-05

FLEX FLEX LTD14.8K shares-35.71%2026-06-302026-08-05

SBAR SIMPLIFY EXCHANGE TRADED FUN92.6K sharesnew addition2026-06-302026-08-05

Sponsored

XLI SELECT SECTOR SPDR TR12.8K shares9.20%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR44.4K shares-4.51%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST52.3K shares0.04%2026-06-302026-08-05

ITWO PROSHARES TR49.2K shares10.13%2026-06-302026-08-05

SLYG SPDR SERIES TRUST19.3K sharesnew addition2026-06-302026-08-05

APH AMPHENOL CORP12.9K shares2.39%2026-06-302026-08-05

FLTR VANECK ETF TRUST87.2K shares58.22%2026-06-302026-08-05

QQQX NUVEEN NASDAQ 100 DYNAMIC OV72.5K shares-43.11%2026-06-302026-08-05

Sponsored

XBI SPDR SERIES TRUST13.8K shares0.09%2026-06-302026-08-05

TFI SPDR SERIES TRUST47.4K shares1.27%2026-06-302026-08-05

GE GE AEROSPACE5.8K shares-23.97%2026-06-302026-08-05

XLB SELECT SECTOR SPDR TR42.2K shares8.71%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP6.8K shares2.33%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC2.9K shares9.19%2026-06-302026-08-05

WMB WILLIAMS COS INC28.3K shares-3.99%2026-06-302026-08-05

ICSH ISHARES TR41.3K shares-74.36%2026-06-302026-08-05

Sponsored

GENM SPINNAKER ETF SERIES202.7K shares8.59%2026-06-302026-08-05

FLTB FIDELITY MERRIMACK STR TR41.4K shares73.38%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC4.3K shares-33.01%2026-06-302026-08-05

EFA ISHARES TR19.5K shares1.22%2026-06-302026-08-05

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A4.4K shares24.88%2026-06-302026-08-05

FLJP FRANKLIN TEMPLETON ETF TR50.3K sharesnew addition2026-06-302026-08-05

JPIB J P MORGAN EXCHANGE TRADED F41.2K shares2.21%2026-06-302026-08-05

MCK MCKESSON CORP2.6K shares-5.99%2026-06-302026-08-05

Sponsored

LRCX LAM RESEARCH CORP4.5K shares25.76%2026-06-302026-08-05

ASML ASML HLDG NV974 shares-17.81%2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC2.7K shares-14.00%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO19.9K shares-0.46%2026-06-302026-08-05

MDYV SPDR SERIES TRUST19.9K shares4.29%2026-06-302026-08-05

INTC INTEL CORP13.4K shares5.46%2026-06-302026-08-05

T AT&T INC88.4K shares0.30%2026-06-302026-08-05

MANH MANHATTAN ASSOCIATES INC13.1K shares35.98%2026-06-302026-08-05

Sponsored

SPEM SPDR INDEX SHS FDS34.4K shares-61.27%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC5.1K shares-1.73%2026-06-302026-08-05

IWD ISHARES TR7.1K shares-17.51%2026-06-302026-08-05

VTV VANGUARD INDEX FDS7.9K shares22.20%2026-06-302026-08-05

VNT VONTIER CORPORATION59.5K shares77.73%2026-06-302026-08-05

GBDC GOLUB CAP BDC INC131.8K shares-38.38%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW13.4K shares-14.20%2026-06-302026-08-05

CDX SIMPLIFY EXCHANGE TRADED FUN79.9K sharesnew addition2026-06-302026-08-05

Sponsored

MGC VANGUARD WORLD FD6.2K shares0.00%2026-06-302026-08-05

GEV GE VERNOVA INC1.4K shares-15.90%2026-06-302026-08-05

GVI ISHARES TR15.2K shares79.93%2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED4.7K shares-12.56%2026-06-302026-08-05

FTQI FIRST TR EXCHANGE TRADED FD72.2K sharesnew addition2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN6.9K shares80.61%2026-06-302026-08-05

ARK ETF TR ARK ETF TR18.9K shares0.00%2026-06-302026-08-05

RDDT REDDIT INC8.8K shares-1.16%2026-06-302026-08-05

Sponsored

OKE ONEOK INC NEW17.5K shares-1.35%2026-06-302026-08-05

CASY CASEYS GEN STORES INC1.9K shares-16.59%2026-06-302026-08-05

CATH GLOBAL X FDS16.8K shares-9.19%2026-06-302026-08-05

VXUS VANGUARD STAR FDS17.4K shares-34.64%2026-06-302026-08-05

CMI CUMMINS INC2.1K shares16.86%2026-06-302026-08-05

CVX CHEVRON CORPORATION8.8K shares-7.18%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC8.1K shares-2.67%2026-06-302026-08-05

GLD SPDR GOLD TR4.0K shares-7.40%2026-06-302026-08-05

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL6.5K shares-4.04%2026-06-302026-08-05

WCMI FIRST TR EXCHANGE-TRADED FD73.7K shares58.51%2026-06-302026-08-05

CAH CARDINAL HEALTH INC5.9K shares-10.14%2026-06-302026-08-05

SPIB SPDR SERIES TRUST42.0K shares-6.01%2026-06-302026-08-05

MDYG SPDR SERIES TRUST12.5K shares4.14%2026-06-302026-08-05

ACWX ISHARES TR18.2K shares62.41%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC4.6K shares-1.38%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F8.7K shares8.65%2026-06-302026-08-05

Sponsored

GOVT ISHARES TR59.3K shares-24.94%2026-06-302026-08-05

PEP PEPSICO INC9.9K shares-1.56%2026-06-302026-08-05

MORT VANECK ETF TRUST129.1K shares-47.43%2026-06-302026-08-05

KR KROGER CO24.1K shares18.51%2026-06-302026-08-05

AWK AMERICAN WTR WKS CO INC NEW10.1K shares234.58%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC9.4K shares14.82%2026-06-302026-08-05

RSG REPUBLIC SVCS INC6.0K shares2.37%2026-06-302026-08-05

AMT AMERICAN TOWER CORP7.9K shares200.08%2026-06-302026-08-05

Sponsored

SPTL SPDR SERIES TRUST47.3K shares2.99%2026-06-302026-08-05

VONG VANGUARD SCOTTSDALE FDS9.7K sharesnew addition2026-06-302026-08-05

TER TERADYNE INC2.5K shares-4.07%2026-06-302026-08-05

SMH VANECK ETF TRUST1.9K shares-59.15%2026-06-302026-08-05

ORACLE CORP ORACLE CORP8.3K shares19.77%2026-06-302026-08-05

ADI ANALOG DEVICES INC3.0K shares27.30%2026-06-302026-08-05

IGSB ISHARES TR22.8K shares-0.67%2026-06-302026-08-05

KMI KINDER MORGAN INC DEL37.1K shares3.12%2026-06-302026-08-05

Sponsored

MDLZ MONDELEZ INTL INC20.4K shares4.19%2026-06-302026-08-05

TJX TJX COS INC NEW7.8K shares0.06%2026-06-302026-08-05

GILD GILEAD SCIENCES INC9.3K shares16.65%2026-06-302026-08-05

KLAC KLA CORP3.9K shares896.15%2026-06-302026-08-05

LNT ALLIANT ENERGY CORP15.3K shares-6.85%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.16.2K shares-7.97%2026-06-302026-08-05

QCOM QUALCOMM INC6.3K shares-11.88%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO3.4K shares0.32%2026-06-302026-08-05

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.5K shares-21.25%2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR14.3K shares-31.64%2026-06-302026-08-05

ITOT ISHARES TR6.8K shares5.68%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC2.7K shares0.41%2026-06-302026-08-05

CPSD CALAMOS ETF TR41.5K shares0.00%2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L29.9K shares0.11%2026-06-302026-08-05

CPSN CALAMOS ETF TR39.3K shares-0.25%2026-06-302026-08-05

ANET ARISTA NETWORKS INC6.3K shares14.07%2026-06-302026-08-05

Sponsored

ABT ABBOTT LABORATORIES11.6K shares7.44%2026-06-302026-08-05

AMGN AMGEN INC2.8K shares-11.69%2026-06-302026-08-05

PECO PHILLIPS EDISON & CO INC24.1K shares0.00%2026-06-302026-08-05

SGI SOMNIGROUP INTERNATIONAL INC12.7K shares41.08%2026-06-302026-08-05

DE DEERE & CO1.6K shares-33.58%2026-06-302026-08-05

TUSI TOUCHSTONE ETF TRUST39.1K sharesnew addition2026-06-302026-08-05

DIS DISNEY WALT CO10.1K shares-1.72%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC22.9K shares-6.82%2026-06-302026-08-05

Sponsored

LMT LOCKHEED MARTIN CORP1.9K shares18.56%2026-06-302026-08-05

TMSL T ROWE PRICE EXCHANGE-TRADED22.0K shares2.83%2026-06-302026-08-05

KJAN INNOVATOR ETFS TRUST20.8K shares0.00%2026-06-302026-08-05

SHYG ISHARES TR22.3K shares-6.53%2026-06-302026-08-05

PFE PFIZER INC39.0K shares-5.01%2026-06-302026-08-05

IVT INVENTRUST PPTYS CORP26.2K shares0.02%2026-06-302026-08-05

ALL ALLSTATE CORP3.8K shares0.05%2026-06-302026-08-05

WSM WILLIAMS SONOMA INC3.9K shares20.41%2026-06-302026-08-05

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET20.5K shares-31.16%2026-06-302026-08-05

PSX PHILLIPS 665.3K shares9.78%2026-06-302026-08-05

MS MORGAN STANLEY4.3K shares-25.88%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR28.4K shares-5.85%2026-06-302026-08-05

COR CENCORA INC3.2K shares5.00%2026-06-302026-08-05

ET ENERGY TRANSFER L P47.0K shares-7.08%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP1.4K shares-0.92%2026-06-302026-08-05

ISHARES TR ISHARES TR9.2K shares-80.45%2026-06-302026-08-05

Sponsored

RTO RENTOKIL INITIAL PLC31.0K shares-15.79%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR9.9K shares-0.05%2026-06-302026-08-05

GLW CORNING INC3.4K shares-4.00%2026-06-302026-08-05

UNP UNION PAC CORP3.2K shares-2.60%2026-06-302026-08-05

C CITIGROUP INC6.3K shares2.96%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.5K shares-4.35%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC4.9K shares3070.78%2026-06-302026-08-05

VRSK VERISK ANALYTICS INC4.8K shares23.05%2026-06-302026-08-05

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL885 shares-13.24%2026-06-302026-08-05

SHV ISHARES TR7.7K shares19.79%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO2.5K shares-25.60%2026-06-302026-08-05

STIP ISHARES TR8.2K shares-57.07%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP854 shares6.88%2026-06-302026-08-05

RIV RIVERNORTH OPPORTUNITIES FD71.3K shares20.89%2026-06-302026-08-05

RDVI FIRST TR EXCHANGE-TRADED FD28.1K sharesnew addition2026-06-302026-08-05

SHOP SHOPIFY INC7.1K shares-10.35%2026-06-302026-08-05

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MEDTRONIC PLC MEDTRONIC PLC10.3K shares-0.52%2026-06-302026-08-05

FTSL FIRST TR EXCHANGE-TRADED FD18.0K shares77.53%2026-06-302026-08-05

DYNF BLACKROCK ETF TRUST11.7K shares-4.99%2026-06-302026-08-05

MO ALTRIA GROUP INC11.0K shares-17.47%2026-06-302026-08-05

USB US BANCORP13.0K shares5.35%2026-06-302026-08-05

ADM ARCHER DANIELS MIDLAND CO10.2K shares2.14%2026-06-302026-08-05

RPG INVESCO EXCHANGE TRADED FD T12.2K shares0.03%2026-06-302026-08-05

IVW ISHARES TR5.6K shares-21.26%2026-06-302026-08-05

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SCHB SCHWAB STRATEGIC TR25.9K shares-1.06%2026-06-302026-08-05

WFC WELLS FARGO & CO9.0K shares-0.38%2026-06-302026-08-05

CVNA CARVANA CO11.2K shares433.46%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP3.0K shares-16.99%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP3.6K shares-4.94%2026-06-302026-08-05

IVE ISHARES TR3.2K shares-1.76%2026-06-302026-08-05

CGBL CAPITAL GROUP CORE BALANCED18.9K shares-47.19%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC8.1K shares-0.01%2026-06-302026-08-05

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GWX SPDR INDEX SHS FDS16.3K sharesnew addition2026-06-302026-08-05

FPE FIRST TR EXCH TRADED FD III39.8K shares2.21%2026-06-302026-08-05

EJAN INNOVATOR ETFS TRUST19.7K shares0.00%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I2.4K shares-0.04%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-10.57%2026-06-302026-08-05

FIX COMFORT SYS USA INC353 shares-17.33%2026-06-302026-08-05

VOTE TCW ETF TRUST7.9K shares-2.65%2026-06-302026-08-05

BALT INNOVATOR ETFS TRUST20.4K shares7.94%2026-06-302026-08-05

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SRE SEMPRA7.4K shares-5.55%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC670 shares-2.33%2026-06-302026-08-05

JPIE J P MORGAN EXCHANGE TRADED F14.6K shares16.71%2026-06-302026-08-05

EXPE EXPEDIA GROUP INC2.6K sharesnew addition2026-06-302026-08-05

IJR ISHARES TR4.5K shares-65.92%2026-06-302026-08-05

KNSL KINSALE CAP GROUP INC2.0K shares21.13%2026-06-302026-08-05

LIN LINDE PLC1.3K shares-4.05%2026-06-302026-08-05

PSBD PALMER SQUARE CAPITAL BDC IN63.8K shares0.62%2026-06-302026-08-05

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COP CONOCOPHILLIPS6.3K shares2.16%2026-06-302026-08-05

SPSB SPDR SERIES TRUST21.8K shares-3.01%2026-06-302026-08-05

NVS NOVARTIS AG4.1K shares-4.83%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS8.1K shares120.86%2026-06-302026-08-05

CSL CARLISLE COS INC1.8K shares27.44%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.9K shares31.82%2026-06-302026-08-05

BLK BLACKROCK INC654 shares-1.51%2026-06-302026-08-05

ETN EATON CORP PLC1.5K shares-1.34%2026-06-302026-08-05

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CRBG COREBRIDGE FINL INC21.7K shares12.78%2026-06-302026-08-05

UAL UNITED AIRLS HLDGS INC4.6K shares12.86%2026-06-302026-08-05

SHM SPDR SERIES TRUST12.8K shares36.39%2026-06-302026-08-05

XLG INVESCO EXCHANGE TRADED FD T10.0K shares-0.38%2026-06-302026-08-05

BA BOEING CO2.8K shares-16.79%2026-06-302026-08-05

SNDK SANDISK CORP268 sharesnew addition2026-06-302026-08-05

HYG ISHARES TR7.6K shares-4.72%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION8.3K shares-35.69%2026-06-302026-08-05

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HOOD ROBINHOOD MKTS INC6.0K shares-0.73%2026-06-302026-08-05

MBSF VALUED ADVISERS TR23.2K sharesnew addition2026-06-302026-08-05

CTAS CINTAS CORP3.5K shares-8.14%2026-06-302026-08-05

MPWR MONOLITHIC PWR SYS INC422 shares-21.42%2026-06-302026-08-05

CSX CSX CORP12.2K shares5.54%2026-06-302026-08-05

DGRO ISHARES TR7.6K shares-4.15%2026-06-302026-08-05

SPLB SPDR SERIES TRUST25.7K shares-6.09%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR5.3K shares-46.72%2026-06-302026-08-05

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BMAY INNOVATOR ETFS TRUST12.0K shares0.00%2026-06-302026-08-05

DAL DELTA AIR LINES INC6.0K shares6.87%2026-06-302026-08-05

AON AON PLC1.7K shares-29.33%2026-06-302026-08-05

RSPT INVESCO EXCHANGE TRADED FD T8.6K shares0.03%2026-06-302026-08-05

CMCSA COMCAST CORP NEW22.4K shares1.29%2026-06-302026-08-05

HIG HARTFORD INSURANCE GROUP INC4.1K shares63.32%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO9.5K shares1.43%2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC5.0K shares1.79%2026-06-302026-08-05

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WELL WELLTOWER INC2.3K shares-6.96%2026-06-302026-08-05

HUBB HUBBELL INC1.0K shares-1.65%2026-06-302026-08-05

POCT INNOVATOR ETFS TRUST11.4K shares-1.99%2026-06-302026-08-05

WEC WEC ENERGY GROUP INC4.5K shares-4.16%2026-06-302026-08-05

SNA SNAP ON INC1.3K shares-3.74%2026-06-302026-08-05

SYK STRYKER CORPORATION1.7K shares-12.37%2026-06-302026-08-05

EFV ISHARES TR6.8K shares-0.19%2026-06-302026-08-05

DHR DANAHER CORP DEL2.7K shares-31.28%2026-06-302026-08-05

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DBEF DBX ETF TR9.5K shares7.21%2026-06-302026-08-05

PRU PRUDENTIAL FINL INC4.8K shares21.05%2026-06-302026-08-05

VGT VANGUARD WORLD FD4.3K shares142.50%2026-06-302026-08-05

HCA HCA HEALTHCARE INC1.3K shares5.24%2026-06-302026-08-05

CLH CLEAN HARBORS INC1.7K shares-2.11%2026-06-302026-08-05

AMPH AMPHASTAR PHARMACEUTICALS IN25.4K shares0.00%2026-06-302026-08-05

AME AMETEK INC2.1K shares-13.33%2026-06-302026-08-05

TMUS T-MOBILE US INC3.0K shares2.71%2026-06-302026-08-05

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IBKR INTERACTIVE BROKERS GROUP IN5.8K shares-19.38%2026-06-302026-08-05

CRSP CRISPR THERAPEUTICS AG9.2K shares-2.71%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC1.3K shares-14.03%2026-06-302026-08-05

XPO XPO INC2.4K shares-1.01%2026-06-302026-08-05

BAI BLACKROCK ETF TRUST9.5K shares11.90%2026-06-302026-08-05

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.6K shares-2.66%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares-2.62%2026-06-302026-08-05

IJH ISHARES TR6.4K shares-14.39%2026-06-302026-08-05

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PSI INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-06-302026-08-05

NTLA INTELLIA THERAPEUTICS INC28.7K shares-4.47%2026-06-302026-08-05

SDCI USCF ETF TR18.3K sharesnew addition2026-06-302026-08-05

SGOV ISHARES TR4.8K shares0.52%2026-06-302026-08-05

NTRS NORTHERN TR CORP2.8K shares24.49%2026-06-302026-08-05

ECL ECOLAB INC1.7K shares-6.47%2026-06-302026-08-05

HSIC SCHEIN HENRY INC5.7K shares-4.85%2026-06-302026-08-05

NJAN INNOVATOR ETFS TRUST8.0K shares0.00%2026-06-302026-08-05

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EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR18.8K sharesnew addition2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP5.1K shares-5.32%2026-06-302026-08-05

SHEL SHELL PLC6.0K shares9.54%2026-06-302026-08-05

APG API GROUP CORP10.9K shares-22.74%2026-06-302026-08-05

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares2.65%2026-06-302026-08-05

FNDX SCHWAB STRATEGIC TR14.8K shares-66.80%2026-06-302026-08-05

PSTL POSTAL REALTY TRUST INC18.6K shares-1.44%2026-06-302026-08-05

LOW LOWES COS INC2.1K shares-17.13%2026-06-302026-08-05

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RSPE INVESCO EXCH TRADED FD TR II13.5K shares-2.03%2026-06-302026-08-05

FDVV FIDELITY COVINGTON TRUST7.6K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC3.9K shares6.22%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO5.0K shares-6.32%2026-06-302026-08-05

QUAL ISHARES TR2.1K shares-2.45%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP4.1K shares-2.69%2026-06-302026-08-05

VIOO VANGUARD ADMIRAL FDS INC3.3K shares0.00%2026-06-302026-08-05

BK BANK OF NY MELLON CORP3.1K shares-4.55%2026-06-302026-08-05

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DATADOG INC DATADOG INC1.7K shares-25.76%2026-06-302026-08-05

IXUS ISHARES TR4.6K shares1.02%2026-06-302026-08-05

STT STATE STR CORP2.6K sharesnew addition2026-06-302026-08-05

RWK INVESCO EXCH TRADED FD TR II3.0K shares0.00%2026-06-302026-08-05

AIQ GLOBAL X FDS6.7K sharesnew addition2026-06-302026-08-05

MPLX MPLX LP7.7K shares0.00%2026-06-302026-08-05

JHG JANUS HENDERSON GROUP PLC8.3K shares-1.59%2026-06-302026-08-05

PVAL PUTNAM ETF TRUST8.4K shares-44.65%2026-06-302026-08-05

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BRO BROWN & BROWN INC6.7K shares17.76%2026-06-302026-08-05

WSO WATSCO INC1.0K shares-23.25%2026-06-302026-08-05

PWRD TCW ETF TRUST3.4K shares-2.55%2026-06-302026-08-05

EXEL EXELIXIS INC7.8K sharesnew addition2026-06-302026-08-05

ES EVERSOURCE ENERGY5.8K shares0.28%2026-06-302026-08-05

ESCA ESCALADE INC22.2K shares-1.61%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC2.0K shares6.44%2026-06-302026-08-05

TSPA T ROWE PRICE EXCHANGE-TRADED8.7K shares0.00%2026-06-302026-08-05

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DRI DARDEN RESTAURANTS INC2.0K shares54.38%2026-06-302026-08-05

XHR XENIA HOTELS & RESORTS INC20.3K shares0.20%2026-06-302026-08-05

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-12.68%2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC829 shares-4.27%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR7.6K shares-21.02%2026-06-302026-08-05

SPAB SPDR SERIES TRUST15.9K shares-97.69%2026-06-302026-08-05

PPA INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST10.9K shares0.16%2026-06-302026-08-05

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AZO AUTOZONE INC126 shares-3.82%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC5.9K shares-0.90%2026-06-302026-08-05

NOCT INNOVATOR ETFS TRUST6.3K shares-2.69%2026-06-302026-08-05

CEFS EXCHANGE LISTED FDS TR15.4K shares-0.27%2026-06-302026-08-05

CHRW C H ROBINSON WORLDWIDE IN2.1K shares29.27%2026-06-302026-08-05

PJUL INNOVATOR ETFS TRUST8.0K shares0.00%2026-06-302026-08-05

PLD PROLOGIS INC.2.9K shares1.80%2026-06-302026-08-05

EMD WESTERN ASSET EMERGING MKTS36.2K shares0.00%2026-06-302026-08-05

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SCHF SCHWAB STRATEGIC TR14.0K shares-11.91%2026-06-302026-08-05

PRMB PRIMO BRANDS CORPORATION15.8K shares-10.43%2026-06-302026-08-05

IBDS ISHARES TR16.0K shares37.34%2026-06-302026-08-05

MOV MOVADO GROUP INC9.8K shares-0.87%2026-06-302026-08-05

EPR EPR PPTYS6.6K shares-3.90%2026-06-302026-08-05

IJAN INNOVATOR ETFS TRUST10.0K shares0.00%2026-06-302026-08-05

PJAN INNOVATOR ETFS TRUST7.7K shares0.00%2026-06-302026-08-05

PAYX PAYCHEX INC3.9K shares50.39%2026-06-302026-08-05

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WHG WESTWOOD HLDGS GROUP INC19.8K shares-1.08%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC5.2K shares-19.80%2026-06-302026-08-05

ORI OLD REP INTL CORP9.2K shares-3.72%2026-06-302026-08-05

MET METLIFE INC4.5K shares5.19%2026-06-302026-08-05

FBRT FRANKLIN BSP RLTY TR INC46.1K shares-5.72%2026-06-302026-08-05

HTO H2O AMERICA6.1K shares-1.41%2026-06-302026-08-05

BR BROADRIDGE FINL SOLUTIONS IN2.7K shares87.18%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO1.1K shares-21.52%2026-06-302026-08-05

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IRM IRON MTN INC DEL2.9K shares7.05%2026-06-302026-08-05

CRM SALESFORCE INC2.3K shares-12.36%2026-06-302026-08-05

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.3K shares-11.58%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR10.8K shares-29.06%2026-06-302026-08-05

SPMO INVESCO EXCH TRADED FD TR II2.3K shares-5.78%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP1.0K shares-12.32%2026-06-302026-08-05

MSM MSC INDL DIRECT INC3.1K shares-1.55%2026-06-302026-08-05

GRID FIRST TR EXCHANGE-TRADED FD1.9K shares1.13%2026-06-302026-08-05

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SARO STANDARDAERO INC12.0K shares7.50%2026-06-302026-08-05

SNPS SYNOPSYS INC807 shares-30.37%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC3.6K shares-35.69%2026-06-302026-08-05

MLM MARTIN MARIETTA MATLS INC622 shares-3.42%2026-06-302026-08-05

TGT TARGET CORP2.7K shares6.12%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR9.6K shares-3.38%2026-06-302026-08-05

HYS PIMCO ETF TR3.8K shares-3.08%2026-06-302026-08-05

BHB BAR HBR BANKSHARES9.3K shares-1.80%2026-06-302026-08-05

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PGR PROGRESSIVE CORP1.6K shares-5.18%2026-06-302026-08-05

IAU ISHARES GOLD TR4.6K shares-21.12%2026-06-302026-08-05

CVS CVS HEALTH CORP3.4K shares1.83%2026-06-302026-08-05

IUSB ISHARES TR7.6K shares0.07%2026-06-302026-08-05

OMC OMNICOM GROUP INC4.8K shares21.24%2026-06-302026-08-05

EXC EXELON CORP7.5K shares-3.36%2026-06-302026-08-05

IBDU ISHARES TR15.0K shares44.98%2026-06-302026-08-05

WBD WARNER BROS DISCOVERY INC13.0K shares-0.06%2026-06-302026-08-05

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SGC SUPERIOR GROUP OF CO INC26.3K shares-1.03%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC701 shares0.72%2026-06-302026-08-05

Q QNITY ELECTRONICS INC2.1K sharesnew addition2026-06-302026-08-05

KAPR INNOVATOR ETFS TRUST8.6K shares-3.65%2026-06-302026-08-05

MPC MARATHON PETE CORP1.3K shares3.33%2026-06-302026-08-05

IOCT INNOVATOR ETFS TRUST9.1K shares-3.10%2026-06-302026-08-05

MUNI PIMCO ETF TR6.3K shares31.24%2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW3.5K shares-3.41%2026-06-302026-08-05

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IBDV ISHARES TR15.1K shares15.99%2026-06-302026-08-05

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP14.5K shares0.16%2026-06-302026-08-05

3M CO 3M CO2.0K shares-17.71%2026-06-302026-08-05

FSEC FIDELITY MERRIMACK STR TR7.3K sharesnew addition2026-06-302026-08-05

BTI BRITISH AMERN TOB PLC5.2K shares-16.63%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC1.2K shares-34.58%2026-06-302026-08-05

MLI MUELLER INDS INC2.6K shares-10.29%2026-06-302026-08-05

LUMENTUM HLDGS INC LUMENTUM HLDGS INC370 shares10.45%2026-06-302026-08-05

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O REALTY INCOME CORP5.1K shares-4.28%2026-06-302026-08-05

SHY ISHARES TR3.8K shares-3.93%2026-06-302026-08-05

KOCT INNOVATOR ETFS TRUST8.4K shares-3.42%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST3.8K shares0.24%2026-06-302026-08-05

BOH BANK HAWAII CORP3.9K shares-1.61%2026-06-302026-08-05

ASTRAZENECA PLC ASTRAZENECA PLC1.7K shares-3.78%2026-06-302026-08-05

KJUL INNOVATOR ETFS TRUST9.2K shares0.00%2026-06-302026-08-05

ETR ENTERGY CORP NEW2.7K shares-19.65%2026-06-302026-08-05

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AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC2.3K shares2.54%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2026-06-302026-08-05

CRWV COREWEAVE INC3.1K shares-0.32%2026-06-302026-08-05

THRO BLACKROCK ETF TRUST7.1K shares-0.41%2026-06-302026-08-05

IBTG ISHARES TR13.3K shares9.06%2026-06-302026-08-05

VST VISTRA CORP1.9K shares6.92%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP5.3K shares8.62%2026-06-302026-08-05

SBUX STARBUCKS CORP2.9K shares-3.82%2026-06-302026-08-05

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BCSF BAIN CAP SPECIALTY FIN INC23.8K shares3.37%2026-06-302026-08-05

BDX BECTON DICKINSON & CO2.0K shares1.86%2026-06-302026-08-05

XTEN BONDBLOXX ETF TRUST6.5K shares0.00%2026-06-302026-08-05

AJG GALLAGHER ARTHUR J & CO1.3K shares-6.52%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC1.2K shares11.91%2026-06-302026-08-05

FNY FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2026-06-302026-08-05

ROST ROSS STORES INC1.4K shares-27.45%2026-06-302026-08-05

THC TENET HEALTHCARE CORP1.6K shares13.23%2026-06-302026-08-05

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BUCK SIMPLIFY EXCHANGE TRADED FUN12.4K shares2.96%2026-06-302026-08-05

VLO VALERO ENERGY CORP1.1K shares0.82%2026-06-302026-08-05

CLOUDFLARE INC CLOUDFLARE INC1.2K shares-5.60%2026-06-302026-08-05

MUB ISHARES TR2.7K shares22.17%2026-06-302026-08-05

CFG CITIZENS FINL GROUP INC4.1K shares2.19%2026-06-302026-08-05

IYW ISHARES TR1.1K shares0.00%2026-06-302026-08-05

SKYY FIRST TR EXCHANGE-TRADED FD2.1K shares-40.45%2026-06-302026-08-05

ARCH CAP GROUP LTD ARCH CAP GROUP LTD2.9K shares-6.80%2026-06-302026-08-05

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CRS CARPENTER TECHNOLOGY CORP459 sharesnew addition2026-06-302026-08-05

IAUM ISHARES GOLD TRUST MICRO7.0K shares-11.87%2026-06-302026-08-05

EOG EOG RES INC2.2K shares-5.10%2026-06-302026-08-05

PMAY INNOVATOR ETFS TRUST6.7K shares0.00%2026-06-302026-08-05

GENT SPINNAKER ETF SERIES27.1K shares1.23%2026-06-302026-08-05

TOUS T ROWE PRICE EXCHANGE-TRADED7.2K shares-71.05%2026-06-302026-08-05

GWW WW GRAINGER INC203 shares-0.98%2026-06-302026-08-05

FNK FIRST TR EXCHANGE-TRADED ALP4.5K shares0.00%2026-06-302026-08-05

Sponsored

TD TORONTO DOMINION BK ONT2.2K shares0.22%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC937 shares-29.76%2026-06-302026-08-05

UNM UNUM GROUP3.0K shares0.60%2026-06-302026-08-05

MKS INC. MKS INC.604 sharesnew addition2026-06-302026-08-05

SUSA ISHARES TR1.7K shares0.17%2026-06-302026-08-05

IJUL INNOVATOR ETFS TRUST7.4K shares0.00%2026-06-302026-08-05

CPRJ CALAMOS ETF TR9.6K shares0.00%2026-06-302026-08-05

EVR EVERCORE INC781 shares3.03%2026-06-302026-08-05

Sponsored

WAB WABTEC986 shares-14.19%2026-06-302026-08-05

BXSL BLACKSTONE SECD LENDING FD11.1K shares24.02%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F4.4K shares-15.40%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY675 sharesnew addition2026-06-302026-08-05

FERG FERGUSON ENTERPRISES INC1.1K shares0.55%2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC1.0K sharesnew addition2026-06-302026-08-05

SHLD GLOBAL X FDS4.3K shares5.39%2026-06-302026-08-05

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.5K sharesnew addition2026-06-302026-08-05

Sponsored

BFH BREAD FINANCIAL HOLDINGS INC2.3K shares-29.90%2026-06-302026-08-05

VHT VANGUARD WORLD FD842 shares0.60%2026-06-302026-08-05

BITB BITWISE BITCOIN ETF TR7.9K shares-3.72%2026-06-302026-08-05

APPLOVIN CORP APPLOVIN CORP487 sharesnew addition2026-06-302026-08-05

STRATEGY INC STRATEGY INC2.9K shares-3.75%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP3.0K shares9.97%2026-06-302026-08-05

SLB SLB LIMITED5.3K shares-5.25%2026-06-302026-08-05

KNX KNIGHT-SWIFT TRANSN HLDGS IN3.2K sharesnew addition2026-06-302026-08-05

Sponsored

FLS FLOWSERVE CORP3.3K sharesnew addition2026-06-302026-08-05

LECO LINCOLN ELEC HLDGS INC920 shares-10.24%2026-06-302026-08-05

MBB ISHARES TR2.6K shares0.04%2026-06-302026-08-05

FLRN SPDR SERIES TRUST7.9K shares17.47%2026-06-302026-08-05

VOO

VANGUARD INDEX FDS

3.68%

Shares168.4K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

2.15%

Shares282.3K

Event2026-06-30

Filed2026-08-05

TCHP

T ROWE PRICE EXCHANGE-TRADED

12.89%

Shares1.2M

Event2026-06-30

Filed2026-08-05

JAAA

JANUS DETROIT STR TR

2.50%

Shares1.2M

Event2026-06-30

Filed2026-08-05

MINT

PIMCO ETF TR

-0.64%

Shares565.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-2.71%

Shares164.3K

Event2026-06-30

Filed2026-08-05

BINC

BLACKROCK ETF TRUST II

1.04%

Shares907.7K

Event2026-06-30

Filed2026-08-05

BKDV

BNY MELLON ETF TRUST II

-3.24%

Shares1.1M

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

-12.06%

Shares832.6K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-0.46%

Shares147.1K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

0.14%

Shares48.6K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

13.30%

Shares268.9K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

299.92%

Shares184.8K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-21.15%

Shares284.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.39%

Shares54.7K

Event2026-06-30

Filed2026-08-05

HGER

HARBOR ETF TRUST

4.18%

Shares597.7K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

30.56%

Shares186.9K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

35.93%

Shares170.1K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

3.43%

Shares119.3K

Event2026-06-30

Filed2026-08-05

VONV

VANGUARD SCOTTSDALE FDS

5.96%

Shares138.0K

Event2026-06-30

Filed2026-08-05

SGVT

SCHWAB STRATEGIC TR

-20.68%

Shares137.4K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-13.89%

Shares37.0K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

-34.34%

Shares62.2K

Event2026-06-30

Filed2026-08-05

PYLD

PIMCO ETF TR

4.26%

Shares489.7K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-2.05%

Shares35.2K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.73%

Shares47.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

292.64%

Shares142.8K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-8.07%

Shares47.8K

Event2026-06-30

Filed2026-08-05

FTHI

FIRST TR EXCHANGE TRADED FD

7.04%

Shares440.4K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

54.82%

Shares28.8K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

66.36%

Shares107.1K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-0.48%

Shares7.2K

Event2026-06-30

Filed2026-08-05

ISPY

PROSHARES TR

5.85%

Shares179.9K

Event2026-06-30

Filed2026-08-05

SPSM

SPDR SERIES TRUST

10.41%

Shares147.4K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

24.40%

Shares21.4K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

-26.01%

Shares31.6K

Event2026-06-30

Filed2026-08-05

GPIQ

GOLDMAN SACHS ETF TR

4.49%

Shares130.4K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.40%

Shares23.4K

Event2026-06-30

Filed2026-08-05

HDV

ISHARES TR

389.68%

Shares259.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

25.47%

Shares23.4K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

95.61%

Shares58.1K

Event2026-06-30

Filed2026-08-05

FBND

FIDELITY MERRIMACK STR TR

73.78%

Shares147.7K

Event2026-06-30

Filed2026-08-05

CLOI

VANECK ETF TRUST

7.99%

Shares126.0K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

5.04%

Shares80.2K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-3.37%

Shares10.1K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-0.04%

Shares22.5K

Event2026-06-30

Filed2026-08-05

ACWI

ISHARES TR

-2.79%

Shares36.0K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-59.95%

Shares7.3K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

16.84%

Shares5.1K

Event2026-06-30

Filed2026-08-05

RWJ

INVESCO EXCH TRADED FD TR II

1124.35%

Shares91.8K

Event2026-06-30

Filed2026-08-05

SCHZ

SCHWAB STRATEGIC TR

1095.64%

Shares233.1K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-17.13%

Shares6.9K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

104.87%

Shares95.1K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

1.69%

Shares36.9K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

34.91%

Shares6.3K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

-1.14%

Shares11.0K

Event2026-06-30

Filed2026-08-05

BOND

PIMCO ETF TR

26.23%

Shares48.6K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

-0.29%

Shares49.3K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

553.82%

Shares51.1K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

12.38%

Shares3.7K

Event2026-06-30

Filed2026-08-05

RSPA

INVESCO ACTIVELY MANAGED EXC

12.25%

Shares78.7K

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

-0.59%

Shares68.3K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

-1.96%

Shares25.2K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

2.61%

Shares27.2K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-4.46%

Shares35.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR

6.79%

Shares38.9K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.95%

Shares7.6K

Event2026-06-30

Filed2026-08-05

EFAA

INVESCO ACTIVELY MANAGED EXC

14.21%

Shares68.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

1.28%

Shares32.2K

Event2026-06-30

Filed2026-08-05

SPHD

INVESCO EXCH TRADED FD TR II

-0.89%

Shares72.7K

Event2026-06-30

Filed2026-08-05

VISA INC

-0.27%

Shares10.5K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

-33.11%

Shares8.1K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

-4.17%

Shares42.6K

Event2026-06-30

Filed2026-08-05

SAMT

ADVISORS INNER CIRCLE FD III

-13.56%

Shares71.5K

Event2026-06-30

Filed2026-08-05

SPYD

SPDR SERIES TRUST

New

Shares71.4K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-1.86%

Shares8.2K

Event2026-06-30

Filed2026-08-05

FTLS

FIRST TR EXCH TRADED FD III

15.17%

Shares45.4K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

1.41%

Shares12.0K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-19.08%

Shares23.1K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

22.01%

Shares33.3K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

153.07%

Shares16.4K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-3.04%

Shares3.2K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

-0.41%

Shares50.2K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-8.33%

Shares14.6K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

3.77%

Shares76.4K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-10.21%

Shares9.5K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-6.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

15.06%

Shares8.9K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

21.53%

Shares4.4K

Event2026-06-30

Filed2026-08-05

NFJ

VIRTUS DIVIDEND INTEREST & P

221.09%

Shares167.2K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

0.20%

Shares4.9K

Event2026-06-30

Filed2026-08-05

QFLR

INNOVATOR ETFS TRUST

0.00%

Shares68.8K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

1.20%

Shares7.0K

Event2026-06-30

Filed2026-08-05

EAGL

2023 ETF SERIES TRUST

-9.40%

Shares76.4K

Event2026-06-30

Filed2026-08-05

FLEX

FLEX LTD

-35.71%

Shares14.8K

Event2026-06-30

Filed2026-08-05

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares92.6K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

9.20%

Shares12.8K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-4.51%

Shares44.4K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.04%

Shares52.3K

Event2026-06-30

Filed2026-08-05

ITWO

PROSHARES TR

10.13%

Shares49.2K

Event2026-06-30

Filed2026-08-05

SLYG

SPDR SERIES TRUST

New

Shares19.3K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

2.39%

Shares12.9K

Event2026-06-30

Filed2026-08-05

FLTR

VANECK ETF TRUST

58.22%

Shares87.2K

Event2026-06-30

Filed2026-08-05

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

-43.11%

Shares72.5K

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

0.09%

Shares13.8K

Event2026-06-30

Filed2026-08-05

TFI

SPDR SERIES TRUST

1.27%

Shares47.4K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

-23.97%

Shares5.8K

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

8.71%

Shares42.2K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

2.33%

Shares6.8K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

9.19%

Shares2.9K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

-3.99%

Shares28.3K

Event2026-06-30

Filed2026-08-05

ICSH

ISHARES TR

-74.36%

Shares41.3K

Event2026-06-30

Filed2026-08-05

GENM

SPINNAKER ETF SERIES

8.59%

Shares202.7K

Event2026-06-30

Filed2026-08-05

FLTB

FIDELITY MERRIMACK STR TR

73.38%

Shares41.4K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-33.01%

Shares4.3K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

1.22%

Shares19.5K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A

24.88%

Shares4.4K

Event2026-06-30

Filed2026-08-05

FLJP

FRANKLIN TEMPLETON ETF TR

New

Shares50.3K

Event2026-06-30

Filed2026-08-05

JPIB

J P MORGAN EXCHANGE TRADED F

2.21%

Shares41.2K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

-5.99%

Shares2.6K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

25.76%

Shares4.5K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

-17.81%

Shares974

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

-14.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

-0.46%

Shares19.9K

Event2026-06-30

Filed2026-08-05

MDYV

SPDR SERIES TRUST

4.29%

Shares19.9K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

5.46%

Shares13.4K

Event2026-06-30

Filed2026-08-05

AT&T INC

0.30%

Shares88.4K

Event2026-06-30

Filed2026-08-05

MANH

MANHATTAN ASSOCIATES INC

35.98%

Shares13.1K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

-61.27%

Shares34.4K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-1.73%

Shares5.1K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-17.51%

Shares7.1K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

22.20%

Shares7.9K

Event2026-06-30

Filed2026-08-05

VNT

VONTIER CORPORATION

77.73%

Shares59.5K

Event2026-06-30

Filed2026-08-05

GBDC

GOLUB CAP BDC INC

-38.38%

Shares131.8K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-14.20%

Shares13.4K

Event2026-06-30

Filed2026-08-05

CDX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares79.9K

Event2026-06-30

Filed2026-08-05

MGC

VANGUARD WORLD FD

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

-15.90%

Shares1.4K

Event2026-06-30

Filed2026-08-05

GVI

ISHARES TR

79.93%

Shares15.2K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

-12.56%

Shares4.7K

Event2026-06-30

Filed2026-08-05

FTQI

FIRST TR EXCHANGE TRADED FD

New

Shares72.2K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

80.61%

Shares6.9K

Event2026-06-30

Filed2026-08-05

ARK ETF TR

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT INC

-1.16%

Shares8.8K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW

-1.35%

Shares17.5K

Event2026-06-30

Filed2026-08-05

CASY

CASEYS GEN STORES INC

-16.59%

Shares1.9K

Event2026-06-30

Filed2026-08-05

CATH

GLOBAL X FDS

-9.19%

Shares16.8K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-34.64%

Shares17.4K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

16.86%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-7.18%

Shares8.8K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-2.67%

Shares8.1K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-7.40%

Shares4.0K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-4.04%

Shares6.5K

Event2026-06-30

Filed2026-08-05

WCMI

FIRST TR EXCHANGE-TRADED FD

58.51%

Shares73.7K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

-10.14%

Shares5.9K

Event2026-06-30

Filed2026-08-05

SPIB

SPDR SERIES TRUST

-6.01%

Shares42.0K

Event2026-06-30

Filed2026-08-05

MDYG

SPDR SERIES TRUST

4.14%

Shares12.5K

Event2026-06-30

Filed2026-08-05

ACWX

ISHARES TR

62.41%

Shares18.2K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

-1.38%

Shares4.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

8.65%

Shares8.7K

Event2026-06-30

Filed2026-08-05

GOVT

ISHARES TR

-24.94%

Shares59.3K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-1.56%

Shares9.9K

Event2026-06-30

Filed2026-08-05

MORT

VANECK ETF TRUST

-47.43%

Shares129.1K

Event2026-06-30

Filed2026-08-05

KROGER CO

18.51%

Shares24.1K

Event2026-06-30

Filed2026-08-05

AWK

AMERICAN WTR WKS CO INC NEW

234.58%

Shares10.1K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

14.82%

Shares9.4K

Event2026-06-30

Filed2026-08-05

RSG

REPUBLIC SVCS INC

2.37%

Shares6.0K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

200.08%

Shares7.9K

Event2026-06-30

Filed2026-08-05

SPTL

SPDR SERIES TRUST

2.99%

Shares47.3K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD SCOTTSDALE FDS

New

Shares9.7K

Event2026-06-30

Filed2026-08-05

TER

TERADYNE INC

-4.07%

Shares2.5K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

-59.15%

Shares1.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

19.77%

Shares8.3K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

27.30%

Shares3.0K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

-0.67%

Shares22.8K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

3.12%

Shares37.1K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

4.19%

Shares20.4K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

0.06%

Shares7.8K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

16.65%

Shares9.3K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

896.15%

Shares3.9K

Event2026-06-30

Filed2026-08-05

LNT

ALLIANT ENERGY CORP

-6.85%

Shares15.3K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-7.97%

Shares16.2K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-11.88%

Shares6.3K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

0.32%

Shares3.4K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

-21.25%

Shares1.5K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

-31.64%

Shares14.3K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

5.68%

Shares6.8K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

0.41%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CPSD

CALAMOS ETF TR

0.00%

Shares41.5K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.11%

Shares29.9K

Event2026-06-30

Filed2026-08-05

CPSN

CALAMOS ETF TR

-0.25%

Shares39.3K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

14.07%

Shares6.3K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

7.44%

Shares11.6K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-11.69%

Shares2.8K

Event2026-06-30

Filed2026-08-05

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares24.1K

Event2026-06-30

Filed2026-08-05

SGI

SOMNIGROUP INTERNATIONAL INC

41.08%

Shares12.7K

Event2026-06-30

Filed2026-08-05

DEERE & CO

-33.58%

Shares1.6K

Event2026-06-30

Filed2026-08-05

TUSI

TOUCHSTONE ETF TRUST

New

Shares39.1K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-1.72%

Shares10.1K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-6.82%

Shares22.9K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

18.56%

Shares1.9K

Event2026-06-30

Filed2026-08-05

TMSL

T ROWE PRICE EXCHANGE-TRADED

2.83%

Shares22.0K

Event2026-06-30

Filed2026-08-05

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares20.8K

Event2026-06-30

Filed2026-08-05

SHYG

ISHARES TR

-6.53%

Shares22.3K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-5.01%

Shares39.0K

Event2026-06-30

Filed2026-08-05

IVT

INVENTRUST PPTYS CORP

0.02%

Shares26.2K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

0.05%

Shares3.8K

Event2026-06-30

Filed2026-08-05

WSM

WILLIAMS SONOMA INC

20.41%

Shares3.9K

Event2026-06-30

Filed2026-08-05

CGUS

CAPITAL GROUP CORE EQUITY ET

-31.16%

Shares20.5K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

9.78%

Shares5.3K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-25.88%

Shares4.3K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

-5.85%

Shares28.4K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC

5.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

-7.08%

Shares47.0K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

-0.92%

Shares1.4K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-80.45%

Shares9.2K

Event2026-06-30

Filed2026-08-05

RTO

RENTOKIL INITIAL PLC

-15.79%

Shares31.0K

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

-0.05%

Shares9.9K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

-4.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-2.60%

Shares3.2K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

2.96%

Shares6.3K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

-4.35%

Shares7.5K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

3070.78%

Shares4.9K

Event2026-06-30

Filed2026-08-05

VRSK

VERISK ANALYTICS INC

23.05%

Shares4.8K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

-13.24%

Shares885

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR

19.79%

Shares7.7K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

-25.60%

Shares2.5K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

-57.07%

Shares8.2K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

6.88%

Shares854

Event2026-06-30

Filed2026-08-05

RIV

RIVERNORTH OPPORTUNITIES FD

20.89%

Shares71.3K

Event2026-06-30

Filed2026-08-05

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares28.1K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-10.35%

Shares7.1K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-0.52%

Shares10.3K

Event2026-06-30

Filed2026-08-05

FTSL

FIRST TR EXCHANGE-TRADED FD

77.53%

Shares18.0K

Event2026-06-30

Filed2026-08-05

DYNF

BLACKROCK ETF TRUST

-4.99%

Shares11.7K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

-17.47%

Shares11.0K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

5.35%

Shares13.0K

Event2026-06-30

Filed2026-08-05

ADM

ARCHER DANIELS MIDLAND CO

2.14%

Shares10.2K

Event2026-06-30

Filed2026-08-05

RPG

INVESCO EXCHANGE TRADED FD T

0.03%

Shares12.2K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-21.26%

Shares5.6K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

-1.06%

Shares25.9K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-0.38%

Shares9.0K

Event2026-06-30

Filed2026-08-05

CVNA

CARVANA CO

433.46%

Shares11.2K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

-16.99%

Shares3.0K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

-4.94%

Shares3.6K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-1.76%

Shares3.2K

Event2026-06-30

Filed2026-08-05

CGBL

CAPITAL GROUP CORE BALANCED

-47.19%

Shares18.9K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

-0.01%

Shares8.1K

Event2026-06-30

Filed2026-08-05

GWX

SPDR INDEX SHS FDS

New

Shares16.3K

Event2026-06-30

Filed2026-08-05

FPE

FIRST TR EXCH TRADED FD III

2.21%

Shares39.8K

Event2026-06-30

Filed2026-08-05

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares19.7K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

-0.04%

Shares2.4K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

-10.57%

Shares1.4K

Event2026-06-30

Filed2026-08-05

FIX

COMFORT SYS USA INC

-17.33%

Shares353

Event2026-06-30

Filed2026-08-05

VOTE

TCW ETF TRUST

-2.65%

Shares7.9K

Event2026-06-30

Filed2026-08-05

BALT

INNOVATOR ETFS TRUST

7.94%

Shares20.4K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA

-5.55%

Shares7.4K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-2.33%

Shares670

Event2026-06-30

Filed2026-08-05

JPIE

J P MORGAN EXCHANGE TRADED F

16.71%

Shares14.6K

Event2026-06-30

Filed2026-08-05

EXPE

EXPEDIA GROUP INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-65.92%

Shares4.5K

Event2026-06-30

Filed2026-08-05

KNSL

KINSALE CAP GROUP INC

21.13%

Shares2.0K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

-4.05%

Shares1.3K

Event2026-06-30

Filed2026-08-05

PSBD

PALMER SQUARE CAPITAL BDC IN

0.62%

Shares63.8K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

2.16%

Shares6.3K

Event2026-06-30

Filed2026-08-05

SPSB

SPDR SERIES TRUST

-3.01%

Shares21.8K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

-4.83%

Shares4.1K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

120.86%

Shares8.1K

Event2026-06-30

Filed2026-08-05

CSL

CARLISLE COS INC

27.44%

Shares1.8K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

31.82%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-1.51%

Shares654

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

-1.34%

Shares1.5K

Event2026-06-30

Filed2026-08-05

CRBG

COREBRIDGE FINL INC

12.78%

Shares21.7K

Event2026-06-30

Filed2026-08-05

UAL

UNITED AIRLS HLDGS INC

12.86%

Shares4.6K

Event2026-06-30

Filed2026-08-05

SHM

SPDR SERIES TRUST

36.39%

Shares12.8K

Event2026-06-30

Filed2026-08-05

XLG

INVESCO EXCHANGE TRADED FD T

-0.38%

Shares10.0K

Event2026-06-30

Filed2026-08-05

BOEING CO

-16.79%

Shares2.8K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

New

Shares268

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

-4.72%

Shares7.6K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

-35.69%

Shares8.3K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC

-0.73%

Shares6.0K

Event2026-06-30

Filed2026-08-05

MBSF

VALUED ADVISERS TR

New

Shares23.2K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

-8.14%

Shares3.5K

Event2026-06-30

Filed2026-08-05

MPWR

MONOLITHIC PWR SYS INC

-21.42%

Shares422

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

5.54%

Shares12.2K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

-4.15%

Shares7.6K

Event2026-06-30

Filed2026-08-05

SPLB

SPDR SERIES TRUST

-6.09%

Shares25.7K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

-46.72%

Shares5.3K

Event2026-06-30

Filed2026-08-05

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

6.87%

Shares6.0K

Event2026-06-30

Filed2026-08-05

AON

AON PLC

-29.33%

Shares1.7K

Event2026-06-30

Filed2026-08-05

RSPT

INVESCO EXCHANGE TRADED FD T

0.03%

Shares8.6K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

1.29%

Shares22.4K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD INSURANCE GROUP INC

63.32%

Shares4.1K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

1.43%

Shares9.5K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

1.79%

Shares5.0K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

-6.96%

Shares2.3K

Event2026-06-30

Filed2026-08-05

HUBB

HUBBELL INC

-1.65%

Shares1.0K

Event2026-06-30

Filed2026-08-05

POCT

INNOVATOR ETFS TRUST

-1.99%

Shares11.4K

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

-4.16%

Shares4.5K

Event2026-06-30

Filed2026-08-05

SNA

SNAP ON INC

-3.74%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

-12.37%

Shares1.7K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

-0.19%

Shares6.8K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

-31.28%

Shares2.7K

Event2026-06-30

Filed2026-08-05

DBEF

DBX ETF TR

7.21%

Shares9.5K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

21.05%

Shares4.8K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

142.50%

Shares4.3K

Event2026-06-30

Filed2026-08-05

HCA

HCA HEALTHCARE INC

5.24%

Shares1.3K

Event2026-06-30

Filed2026-08-05

CLH

CLEAN HARBORS INC

-2.11%

Shares1.7K

Event2026-06-30

Filed2026-08-05

AMPH

AMPHASTAR PHARMACEUTICALS IN

0.00%

Shares25.4K

Event2026-06-30

Filed2026-08-05

AME

AMETEK INC

-13.33%

Shares2.1K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

2.71%

Shares3.0K

Event2026-06-30

Filed2026-08-05

IBKR

INTERACTIVE BROKERS GROUP IN

-19.38%

Shares5.8K

Event2026-06-30

Filed2026-08-05

CRSP

CRISPR THERAPEUTICS AG

-2.71%

Shares9.2K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

-14.03%

Shares1.3K

Event2026-06-30

Filed2026-08-05

XPO

XPO INC

-1.01%

Shares2.4K

Event2026-06-30

Filed2026-08-05

BAI

BLACKROCK ETF TRUST

11.90%

Shares9.5K

Event2026-06-30

Filed2026-08-05

ROYAL CARIBBEAN GROUP

-2.66%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

-2.62%

Shares4.0K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-14.39%

Shares6.4K

Event2026-06-30

Filed2026-08-05

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

NTLA

INTELLIA THERAPEUTICS INC

-4.47%

Shares28.7K

Event2026-06-30

Filed2026-08-05

SDCI

USCF ETF TR

New

Shares18.3K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

0.52%

Shares4.8K

Event2026-06-30

Filed2026-08-05

NTRS

NORTHERN TR CORP

24.49%

Shares2.8K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

-6.47%

Shares1.7K

Event2026-06-30

Filed2026-08-05

HSIC

SCHEIN HENRY INC

-4.85%

Shares5.7K

Event2026-06-30

Filed2026-08-05

NJAN

INNOVATOR ETFS TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

EXCHANGE LISTED FDS TR

New

Shares18.8K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

-5.32%

Shares5.1K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

9.54%

Shares6.0K

Event2026-06-30

Filed2026-08-05

APG

API GROUP CORP

-22.74%

Shares10.9K

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC

2.65%

Shares1.3K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

-66.80%

Shares14.8K

Event2026-06-30

Filed2026-08-05

PSTL

POSTAL REALTY TRUST INC

-1.44%

Shares18.6K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-17.13%

Shares2.1K

Event2026-06-30

Filed2026-08-05

RSPE

INVESCO EXCH TRADED FD TR II

-2.03%

Shares13.5K

Event2026-06-30

Filed2026-08-05

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

6.22%

Shares3.9K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-6.32%

Shares5.0K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-2.45%

Shares2.1K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

-2.69%

Shares4.1K

Event2026-06-30

Filed2026-08-05

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

-4.55%

Shares3.1K

Event2026-06-30

Filed2026-08-05

DATADOG INC

-25.76%

Shares1.7K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

1.02%

Shares4.6K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

RWK

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

AIQ

GLOBAL X FDS

New

Shares6.7K

Event2026-06-30

Filed2026-08-05

MPLX

MPLX LP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-05

JHG

JANUS HENDERSON GROUP PLC

-1.59%

Shares8.3K

Event2026-06-30

Filed2026-08-05

PVAL

PUTNAM ETF TRUST

-44.65%

Shares8.4K

Event2026-06-30

Filed2026-08-05

BRO

BROWN & BROWN INC

17.76%

Shares6.7K

Event2026-06-30

Filed2026-08-05

WSO

WATSCO INC

-23.25%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PWRD

TCW ETF TRUST

-2.55%

Shares3.4K

Event2026-06-30

Filed2026-08-05

EXEL

EXELIXIS INC

New

Shares7.8K

Event2026-06-30

Filed2026-08-05

EVERSOURCE ENERGY

0.28%

Shares5.8K

Event2026-06-30

Filed2026-08-05

ESCA

ESCALADE INC

-1.61%

Shares22.2K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

6.44%

Shares2.0K

Event2026-06-30

Filed2026-08-05

TSPA

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-05

DRI

DARDEN RESTAURANTS INC

54.38%

Shares2.0K

Event2026-06-30

Filed2026-08-05

XHR

XENIA HOTELS & RESORTS INC

0.20%

Shares20.3K

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

-12.68%

Shares1.1K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

-4.27%

Shares829

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-21.02%

Shares7.6K

Event2026-06-30

Filed2026-08-05

SPAB

SPDR SERIES TRUST

-97.69%

Shares15.9K

Event2026-06-30

Filed2026-08-05

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares2.3K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

0.16%

Shares10.9K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

-3.82%

Shares126

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

-0.90%

Shares5.9K

Event2026-06-30

Filed2026-08-05

NOCT

INNOVATOR ETFS TRUST

-2.69%

Shares6.3K

Event2026-06-30

Filed2026-08-05

CEFS

EXCHANGE LISTED FDS TR

-0.27%

Shares15.4K

Event2026-06-30

Filed2026-08-05

CHRW

C H ROBINSON WORLDWIDE IN

29.27%

Shares2.1K

Event2026-06-30

Filed2026-08-05

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

1.80%

Shares2.9K

Event2026-06-30

Filed2026-08-05

EMD

WESTERN ASSET EMERGING MKTS

0.00%

Shares36.2K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-11.91%

Shares14.0K

Event2026-06-30

Filed2026-08-05

PRMB

PRIMO BRANDS CORPORATION

-10.43%

Shares15.8K

Event2026-06-30

Filed2026-08-05

IBDS

ISHARES TR

37.34%

Shares16.0K

Event2026-06-30

Filed2026-08-05

MOV

MOVADO GROUP INC

-0.87%

Shares9.8K

Event2026-06-30

Filed2026-08-05

EPR

EPR PPTYS

-3.90%

Shares6.6K

Event2026-06-30

Filed2026-08-05

IJAN

INNOVATOR ETFS TRUST

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-05

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

50.39%

Shares3.9K

Event2026-06-30

Filed2026-08-05

WHG

WESTWOOD HLDGS GROUP INC

-1.08%

Shares19.8K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-19.80%

Shares5.2K

Event2026-06-30

Filed2026-08-05

ORI

OLD REP INTL CORP

-3.72%

Shares9.2K

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

5.19%

Shares4.5K

Event2026-06-30

Filed2026-08-05

FBRT

FRANKLIN BSP RLTY TR INC

-5.72%

Shares46.1K

Event2026-06-30

Filed2026-08-05

HTO

H2O AMERICA

-1.41%

Shares6.1K

Event2026-06-30

Filed2026-08-05

BROADRIDGE FINL SOLUTIONS IN

87.18%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-21.52%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IRM

IRON MTN INC DEL

7.05%

Shares2.9K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-12.36%

Shares2.3K

Event2026-06-30

Filed2026-08-05

ARES MANAGEMENT CORPORATION

-11.58%

Shares3.3K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

-29.06%

Shares10.8K

Event2026-06-30

Filed2026-08-05

SPMO

INVESCO EXCH TRADED FD TR II

-5.78%

Shares2.3K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

-12.32%

Shares1.0K

Event2026-06-30

Filed2026-08-05

MSM

MSC INDL DIRECT INC

-1.55%

Shares3.1K

Event2026-06-30

Filed2026-08-05

GRID

FIRST TR EXCHANGE-TRADED FD

1.13%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SARO

STANDARDAERO INC

7.50%

Shares12.0K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

-30.37%

Shares807

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-35.69%

Shares3.6K

Event2026-06-30

Filed2026-08-05

MLM

MARTIN MARIETTA MATLS INC

-3.42%

Shares622

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

6.12%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-3.38%

Shares9.6K

Event2026-06-30

Filed2026-08-05

HYS

PIMCO ETF TR

-3.08%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BHB

BAR HBR BANKSHARES

-1.80%

Shares9.3K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

-5.18%

Shares1.6K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

-21.12%

Shares4.6K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

1.83%

Shares3.4K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

0.07%

Shares7.6K

Event2026-06-30

Filed2026-08-05

OMC

OMNICOM GROUP INC

21.24%

Shares4.8K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

-3.36%

Shares7.5K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES TR

44.98%

Shares15.0K

Event2026-06-30

Filed2026-08-05

WBD

WARNER BROS DISCOVERY INC

-0.06%

Shares13.0K

Event2026-06-30

Filed2026-08-05

SGC

SUPERIOR GROUP OF CO INC

-1.03%

Shares26.3K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

0.72%

Shares701

Event2026-06-30

Filed2026-08-05

QNITY ELECTRONICS INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

KAPR

INNOVATOR ETFS TRUST

-3.65%

Shares8.6K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

3.33%

Shares1.3K

Event2026-06-30

Filed2026-08-05

IOCT

INNOVATOR ETFS TRUST

-3.10%

Shares9.1K

Event2026-06-30

Filed2026-08-05

MUNI

PIMCO ETF TR

31.24%

Shares6.3K

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

-3.41%

Shares3.5K

Event2026-06-30

Filed2026-08-05

IBDV

ISHARES TR

15.99%

Shares15.1K

Event2026-06-30

Filed2026-08-05

ANTERO MIDSTREAM CORP

0.16%

Shares14.5K

Event2026-06-30

Filed2026-08-05

3M CO

-17.71%

Shares2.0K

Event2026-06-30

Filed2026-08-05

FSEC

FIDELITY MERRIMACK STR TR

New

Shares7.3K

Event2026-06-30

Filed2026-08-05

BTI

BRITISH AMERN TOB PLC

-16.63%

Shares5.2K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

-34.58%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MLI

MUELLER INDS INC

-10.29%

Shares2.6K

Event2026-06-30

Filed2026-08-05

LUMENTUM HLDGS INC

10.45%

Shares370

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP

-4.28%

Shares5.1K

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

-3.93%

Shares3.8K

Event2026-06-30

Filed2026-08-05

KOCT

INNOVATOR ETFS TRUST

-3.42%

Shares8.4K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BOH

BANK HAWAII CORP

-1.61%

Shares3.9K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

-3.78%

Shares1.7K

Event2026-06-30

Filed2026-08-05

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW

-19.65%

Shares2.7K

Event2026-06-30

Filed2026-08-05

AGILENT TECHNOLOGIES INC

2.54%

Shares2.3K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

CRWV

COREWEAVE INC

-0.32%

Shares3.1K

Event2026-06-30

Filed2026-08-05

THRO

BLACKROCK ETF TRUST

-0.41%

Shares7.1K

Event2026-06-30

Filed2026-08-05

IBTG

ISHARES TR

9.06%

Shares13.3K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

6.92%

Shares1.9K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

8.62%

Shares5.3K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-3.82%

Shares2.9K

Event2026-06-30

Filed2026-08-05

BCSF

BAIN CAP SPECIALTY FIN INC

3.37%

Shares23.8K

Event2026-06-30

Filed2026-08-05

BDX

BECTON DICKINSON & CO

1.86%

Shares2.0K

Event2026-06-30

Filed2026-08-05

XTEN

BONDBLOXX ETF TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

-6.52%

Shares1.3K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

11.91%

Shares1.2K

Event2026-06-30

Filed2026-08-05

FNY

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

-27.45%

Shares1.4K

Event2026-06-30

Filed2026-08-05

THC

TENET HEALTHCARE CORP

13.23%

Shares1.6K

Event2026-06-30

Filed2026-08-05

BUCK

SIMPLIFY EXCHANGE TRADED FUN

2.96%

Shares12.4K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

0.82%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CLOUDFLARE INC

-5.60%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

22.17%

Shares2.7K

Event2026-06-30

Filed2026-08-05

CFG

CITIZENS FINL GROUP INC

2.19%

Shares4.1K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SKYY

FIRST TR EXCHANGE-TRADED FD

-40.45%

Shares2.1K

Event2026-06-30

Filed2026-08-05

ARCH CAP GROUP LTD

-6.80%

Shares2.9K

Event2026-06-30

Filed2026-08-05

CRS

CARPENTER TECHNOLOGY CORP

New

Shares459

Event2026-06-30

Filed2026-08-05

IAUM

ISHARES GOLD TRUST MICRO

-11.87%

Shares7.0K

Event2026-06-30

Filed2026-08-05

EOG

EOG RES INC

-5.10%

Shares2.2K

Event2026-06-30

Filed2026-08-05

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-05

GENT

SPINNAKER ETF SERIES

1.23%

Shares27.1K

Event2026-06-30

Filed2026-08-05

TOUS

T ROWE PRICE EXCHANGE-TRADED

-71.05%

Shares7.2K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

-0.98%

Shares203

Event2026-06-30

Filed2026-08-05

FNK

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

TORONTO DOMINION BK ONT

0.22%

Shares2.2K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

-29.76%

Shares937

Event2026-06-30

Filed2026-08-05

UNM

UNUM GROUP

0.60%

Shares3.0K

Event2026-06-30

Filed2026-08-05

MKS INC.

New

Shares604

Event2026-06-30

Filed2026-08-05

SUSA

ISHARES TR

0.17%

Shares1.7K

Event2026-06-30

Filed2026-08-05

IJUL

INNOVATOR ETFS TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-05

CPRJ

CALAMOS ETF TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-05

EVR

EVERCORE INC

3.03%

Shares781

Event2026-06-30

Filed2026-08-05

WAB

WABTEC

-14.19%

Shares986

Event2026-06-30

Filed2026-08-05

BXSL

BLACKSTONE SECD LENDING FD

24.02%

Shares11.1K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

-15.40%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares675

Event2026-06-30

Filed2026-08-05

FERG

FERGUSON ENTERPRISES INC

0.55%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

SHLD

GLOBAL X FDS

5.39%

Shares4.3K

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

BFH

BREAD FINANCIAL HOLDINGS INC

-29.90%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

0.60%

Shares842

Event2026-06-30

Filed2026-08-05

BITB

BITWISE BITCOIN ETF TR

-3.72%

Shares7.9K

Event2026-06-30

Filed2026-08-05

APPLOVIN CORP

New

Shares487

Event2026-06-30

Filed2026-08-05

STRATEGY INC

-3.75%

Shares2.9K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP

9.97%

Shares3.0K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

-5.25%

Shares5.3K

Event2026-06-30

Filed2026-08-05

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

New

Shares3.2K

Event2026-06-30

Filed2026-08-05

FLS

FLOWSERVE CORP

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

LECO

LINCOLN ELEC HLDGS INC

-10.24%

Shares920

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

0.04%

Shares2.6K

Event2026-06-30

Filed2026-08-05

FLRN

SPDR SERIES TRUST

17.47%

Shares7.9K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

EXXON MOBIL CORP Call CallEXXON MOBIL CORP200 sharesnew addition2026-06-302026-08-05

EXXON MOBIL CORP Call

EXXON MOBIL CORP

New

Shares200

Event2026-06-30

Filed2026-08-05

Put Option Holdings

JNJ Put PutJOHNSON & JOHNSON23.6K shares0.00%2026-06-302026-08-05

JNJ Put

JOHNSON & JOHNSON

0.00%

Shares23.6K

Event2026-06-30

Filed2026-08-05