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The Analysis of Advisor Resource Council's Holdings & P&L

Currently, Advisor Resource Council holds 260 types of securities in its portfolio with a total value $299.8M. In the most recent quarter, they have increased their positions in QQQ (+3.2K shares, valued at $2.3M), N/A (+30.9K shares, valued at $1.4M), XLI (+7.4K shares, valued at $1.4M); decreased their positions in SPTS (-56.1K shares, valued at $1.6M), XLF (-24.0K shares, valued at $1.3M), VEA (-14.6K shares, valued at $1.0M); initiated new positions in N/A (+30.9K shares, valued at $1.4M), XLI (+7.4K shares, valued at $1.4M), JNJ (+4.6K shares, valued at $1.2M).

1M P&L

+4.9M+2.40%

3M P&L

+3.4M+1.68%

HY P&L

+13.7M+7.03%

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/A131.0M

61.3%

2Semiconductors15.1M

7.1%

3Consumer Electronics8.5M

4.0%

Top Industries by Stock Count

1N/A131 stocks

57.2%

2Semiconductors8 stocks

3.5%

3Oil & Gas Midstream7 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T77.6K shares1.33%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T63.7K shares-5.35%2026-06-302026-07-28

AAPL APPLE INC27.4K shares0.57%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO17.9K shares0.84%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR31.6K shares2.73%2026-06-302026-07-28

NVDA NVIDIA CORPORATION26.9K shares0.11%2026-06-302026-07-28

BUFR FIRST TR EXCHNG TRADED FD VI141.6K shares-6.57%2026-06-302026-07-28

GLD SPDR GOLD TR10.3K shares1.60%2026-06-302026-07-28

Sponsored

MU MICRON TECHNOLOGY INC3.8K shares-17.19%2026-06-302026-07-28

EWJ ISHARES INC39.8K shares-7.14%2026-06-302026-07-28

QQQ INVESCO QQQ TR4.7K shares218.92%2026-06-302026-07-28

IWM ISHARES TR10.4K shares-0.55%2026-06-302026-07-28

MSFT MICROSOFT CORP8.1K shares2.30%2026-06-302026-07-28

BILS SPDR SERIES TRUST30.4K shares-23.29%2026-06-302026-07-28

GOOGL ALPHABET INC8.1K shares2.70%2026-06-302026-07-28

PAVE GLOBAL X FDS49.4K shares64.18%2026-06-302026-07-28

Sponsored

AMZN AMAZON COM INC11.6K shares-3.34%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR49.5K shares-32.70%2026-06-302026-07-28

WTV WISDOMTREE TR26.8K shares21.23%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR22.3K shares-3.82%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL4.5K shares-0.57%2026-06-302026-07-28

XLP SELECT SECTOR SPDR TR26.9K shares-7.74%2026-06-302026-07-28

MLPX GLOBAL X FDS30.6K shares1.36%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST24.8K shares46.35%2026-06-302026-07-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC4.8K shares-0.65%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR16.4K shares15.26%2026-06-302026-07-28

SRE SEMPRA21.7K shares2.40%2026-06-302026-07-28

LUMENTUM HLDGS INC LUMENTUM HLDGS INC2.7K shares3.74%2026-06-302026-07-28

BROADCOM INC BROADCOM INC5.0K shares2.31%2026-06-302026-07-28

IWB ISHARES TR4.5K shares0.00%2026-06-302026-07-28

SPMD SPDR SERIES TRUST27.5K shares0.03%2026-06-302026-07-28

AUSF GLOBAL X FDS36.9K shares39.45%2026-06-302026-07-28

Sponsored

XLC SELECT SECTOR SPDR TR12.9K shares-2.85%2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR30.9K sharesnew addition2026-06-302026-07-28

TSLA TESLA INC3.3K shares-5.02%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II4.7K shares241.98%2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR7.4K sharesnew addition2026-06-302026-07-28

VISA INC VISA INC3.8K shares6.99%2026-06-302026-07-28

MRK MERCK & CO INC10.6K shares29.49%2026-06-302026-07-28

SPAB SPDR SERIES TRUST51.9K shares0.82%2026-06-302026-07-28

Sponsored

QUANTA SVCS INC QUANTA SVCS INC1.9K shares-2.70%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR7.8K shares-5.26%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC5.0K shares2.89%2026-06-302026-07-28

CRS CARPENTER TECHNOLOGY CORP2.0K shares12.28%2026-06-302026-07-28

WMT WALMART INC11.0K shares3.82%2026-06-302026-07-28

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V4.3K shares6.25%2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND2.3K shares-8.59%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON4.6K sharesnew addition2026-06-302026-07-28

Sponsored

QCOM QUALCOMM INC6.4K shares11.55%2026-06-302026-07-28

PTLC PACER FDS TR20.1K shares-1.28%2026-06-302026-07-28

C CITIGROUP INC8.1K shares3.62%2026-06-302026-07-28

PLD PROLOGIS INC.8.2K shares8.60%2026-06-302026-07-28

SPBO SPDR SERIES TRUST39.6K shares4.08%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS4.8K shares0.00%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR21.4K shares-2.57%2026-06-302026-07-28

IWR ISHARES TR10.1K shares0.00%2026-06-302026-07-28

Sponsored

PANW PALO ALTO NETWORKS INC3.0K shares-0.95%2026-06-302026-07-28

BBP ETFIS SER TR I10.8K shares11.64%2026-06-302026-07-28

JHSC JOHN HANCOCK EXCHANGE TRADED21.8K shares3.16%2026-06-302026-07-28

ADI ANALOG DEVICES INC2.7K shares2.22%2026-06-302026-07-28

EMR EMERSON ELEC CO7.3K shares3.83%2026-06-302026-07-28

ETN EATON CORP PLC2.5K shares3.71%2026-06-302026-07-28

MMSC FIRST TR EXCHNG TRADED FD VI35.0K shares17.53%2026-06-302026-07-28

IGV ISHARES TR10.7K shares-2.17%2026-06-302026-07-28

Sponsored

SPYG SPDR SERIES TRUST8.4K shares-3.18%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP9.9K shares3.40%2026-06-302026-07-28

PEP PEPSICO INC6.9K shares8.73%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR33.4K shares-0.51%2026-06-302026-07-28

PTNQ PACER FDS TR11.1K shares-0.22%2026-06-302026-07-28

ABBVIE INC ABBVIE INC3.9K shares6.74%2026-06-302026-07-28

USMV ISHARES TR10.2K shares0.00%2026-06-302026-07-28

GOOG ALPHABET INC2.7K shares-5.22%2026-06-302026-07-28

Sponsored

PICK ISHARES INC16.5K shares25.89%2026-06-302026-07-28

SMH VANECK ETF TRUST1.6K shares-7.20%2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L26.4K shares-2.48%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC1.6K shares0.32%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR11.4K shares-4.79%2026-06-302026-07-28

KBWB INVESCO EXCH TRADED FD TR II9.7K shares28.14%2026-06-302026-07-28

CGBL CAPITAL GROUP CORE BALANCED24.4K shares35.56%2026-06-302026-07-28

RPRX ROYALTY PHARMA PLC16.0K shares0.64%2026-06-302026-07-28

Sponsored

SMTC SEMTECH CORP6.4K shares17.62%2026-06-302026-07-28

XLRE SELECT SECTOR SPDR TR19.7K sharesnew addition2026-06-302026-07-28

SPSB SPDR SERIES TRUST28.9K shares-0.86%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS2.9K shares1.71%2026-06-302026-07-28

BIL SPDR SERIES TRUST9.2K shares-16.07%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F9.3K shares4.68%2026-06-302026-07-28

STIP ISHARES TR8.2K shares-18.87%2026-06-302026-07-28

WTMF WISDOMTREE TR20.3K shares9.81%2026-06-302026-07-28

Sponsored

SCHD SCHWAB STRATEGIC TR25.2K shares31.12%2026-06-302026-07-28

SFLR INNOVATOR ETFS TRUST21.0K shares-5.46%2026-06-302026-07-28

SPTS SPDR SERIES TRUST27.8K shares-66.87%2026-06-302026-07-28

VTV VANGUARD INDEX FDS3.6K sharesnew addition2026-06-302026-07-28

IVOG VANGUARD ADMIRAL FDS INC5.5K shares-0.56%2026-06-302026-07-28

RDVY FIRST TR EXCHANGE TRADED FD9.6K shares-0.25%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F15.4K shares1.31%2026-06-302026-07-28

SPSM SPDR SERIES TRUST13.6K shares0.24%2026-06-302026-07-28

Sponsored

BLK BLACKROCK INC746 shares3.32%2026-06-302026-07-28

LAD LITHIA MTRS INC2.4K shares7.97%2026-06-302026-07-28

CLH CLEAN HARBORS INC2.4K shares1.64%2026-06-302026-07-28

MCK MCKESSON CORP910 shares-0.76%2026-06-302026-07-28

CGNX COGNEX CORP10.3K shares22.71%2026-06-302026-07-28

GNTX GENTEX CORP29.0K shares4.02%2026-06-302026-07-28

ANET ARISTA NETWORKS INC4.0K shares-1.87%2026-06-302026-07-28

ESI ELEMENT SOLUTIONS INC15.9K shares4.43%2026-06-302026-07-28

Sponsored

CDX SIMPLIFY EXCHANGE TRADED FUN32.0K shares9.19%2026-06-302026-07-28

SPTL SPDR SERIES TRUST25.0K shares27.54%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP4.7K shares-6.39%2026-06-302026-07-28

PG PROCTER & GAMBLE CO4.3K shares-0.67%2026-06-302026-07-28

ALLEGION PLC ALLEGION PLC4.5K shares3.23%2026-06-302026-07-28

SPYD SPDR SERIES TRUST13.2K shares3.62%2026-06-302026-07-28

MAGS LISTED FDS TR9.5K shares3.27%2026-06-302026-07-28

SPLV INVESCO EXCH TRADED FD TR II8.2K shares-3.03%2026-06-302026-07-28

Sponsored

VGT VANGUARD WORLD FD5.3K sharesnew addition2026-06-302026-07-28

SLYG SPDR SERIES TRUST5.2K shares-0.53%2026-06-302026-07-28

WMB WILLIAMS COS INC8.3K shares-2.07%2026-06-302026-07-28

AMT AMERICAN TOWER CORP3.7K shares2.99%2026-06-302026-07-28

CGGR CAPITAL GROUP GROWTH ETF12.7K shares29.76%2026-06-302026-07-28

EXPE EXPEDIA GROUP INC2.2K shares5.18%2026-06-302026-07-28

MBB ISHARES TR6.3K shares5.53%2026-06-302026-07-28

MNA NEW YORK LIFE INVESTMENTS ET16.4K shares8.98%2026-06-302026-07-28

Sponsored

VIOG VANGUARD ADMIRAL FDS INC3.9K sharesnew addition2026-06-302026-07-28

PYLD PIMCO ETF TR22.0K shares55.04%2026-06-302026-07-28

FLRN SPDR SERIES TRUST18.8K shares3.61%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.06%2026-06-302026-07-28

ATR APTARGROUP INC4.6K shares6.98%2026-06-302026-07-28

USFR WISDOMTREE TR11.3K shares-3.42%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION598 shares-1.97%2026-06-302026-07-28

VIS VANGUARD WORLD FD1.6K sharesnew addition2026-06-302026-07-28

Sponsored

CROX CROCS INC4.5K shares29.09%2026-06-302026-07-28

SDCI USCF ETF TR20.6K shares1.90%2026-06-302026-07-28

EWBC EAST WEST BANCORP INC4.2K shares27.30%2026-06-302026-07-28

VIOV VANGUARD ADMIRAL FDS INC4.8K sharesnew addition2026-06-302026-07-28

HD HOME DEPOT INC1.6K shares30.65%2026-06-302026-07-28

TGT TARGET CORP4.3K shares-48.41%2026-06-302026-07-28

CFR CULLEN FROST BANKERS INC3.5K shares33.84%2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC2.8K sharesnew addition2026-06-302026-07-28

Sponsored

IXUS ISHARES TR5.5K sharesnew addition2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS6.3K shares6.33%2026-06-302026-07-28

BWXT BWX TECHNOLOGIES INC2.6K shares-1.38%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F8.5K shares4.36%2026-06-302026-07-28

FRT FEDERAL RLTY INVT TR NEW4.2K shares29.24%2026-06-302026-07-28

FTAI FTAI AVIATION LTD2.1K shares3.05%2026-06-302026-07-28

DXJ WISDOMTREE TR2.8K shares56.30%2026-06-302026-07-28

HIG HARTFORD INSURANCE GROUP INC3.6K shares-1.56%2026-06-302026-07-28

Sponsored

SCHO SCHWAB STRATEGIC TR20.6K shares3.94%2026-06-302026-07-28

LLY ELI LILLY & CO408 shares7.37%2026-06-302026-07-28

ITT ITT INC2.6K shares25.67%2026-06-302026-07-28

ISHARES TR ISHARES TR640 sharesnew addition2026-06-302026-07-28

IYH ISHARES TR7.0K shares-4.75%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC843 sharesnew addition2026-06-302026-07-28

SPMO INVESCO EXCH TRADED FD TR II2.9K shares3.30%2026-06-302026-07-28

VOO VANGUARD INDEX FDS685 shares-0.29%2026-06-302026-07-28

Sponsored

MINT PIMCO ETF TR4.5K shares2.23%2026-06-302026-07-28

FLS FLOWSERVE CORP5.9K sharesnew addition2026-06-302026-07-28

ILF ISHARES TR12.7K shares11.71%2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.2K shares10.87%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F7.5K shares71.85%2026-06-302026-07-28

BG BUNGE GLOBAL SA3.9K sharesnew addition2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC706 shares10.14%2026-06-302026-07-28

FMAY FIRST TR EXCHNG TRADED FD VI7.4K shares-6.93%2026-06-302026-07-28

Sponsored

AN AUTONATION INC2.2K shares30.76%2026-06-302026-07-28

PAAA PGIM ETF TR8.1K shares-11.73%2026-06-302026-07-28

BUFF INNOVATOR ETFS TRUST7.8K shares-16.93%2026-06-302026-07-28

OMC OMNICOM GROUP INC5.1K shares11.37%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC4.9K shares-50.18%2026-06-302026-07-28

RPG INVESCO EXCHANGE TRADED FD T6.7K shares0.01%2026-06-302026-07-28

FLMI FRANKLIN TEMPLETON ETF TR16.0K shares87.02%2026-06-302026-07-28

LPLA LPL FINL HLDGS INC1.4K shares0.14%2026-06-302026-07-28

Sponsored

KLAC KLA CORP1.7K shares894.12%2026-06-302026-07-28

CLF CLEVELAND-CLIFFS INC NEW40.2K shares31.55%2026-06-302026-07-28

GEV GE VERNOVA INC338 shares29.50%2026-06-302026-07-28

SPTM SPDR SERIES TRUST4.3K shares44.94%2026-06-302026-07-28

BKAG BNY MELLON ETF TRUST9.2K shares6.59%2026-06-302026-07-28

AXGN AXOGEN INC8.2K shares8.10%2026-06-302026-07-28

ADT INC DEL ADT INC DEL55.3K shares1.66%2026-06-302026-07-28

KO COCA COLA CO4.5K shares-1.48%2026-06-302026-07-28

Sponsored

LGND LIGAND PHARMACEUTICALS INC1.1K shares13.34%2026-06-302026-07-28

DBMF LITMAN GREGORY FDS TR11.7K shares8.22%2026-06-302026-07-28

TJX TJX COS INC NEW2.3K shares2.07%2026-06-302026-07-28

MINO PIMCO ETF TR7.6K shares-3.44%2026-06-302026-07-28

SUB ISHARES TR3.3K shares0.00%2026-06-302026-07-28

EPS WISDOMTREE TR4.4K shares-0.39%2026-06-302026-07-28

LRCX LAM RESEARCH CORP961 shares-2.54%2026-06-302026-07-28

CFG CITIZENS FINL GROUP INC4.7K sharesnew addition2026-06-302026-07-28

Sponsored

WDC WESTERN DIGITAL CORP582 sharesnew addition2026-06-302026-07-28

CRM SALESFORCE INC2.0K shares-5.74%2026-06-302026-07-28

FSSL FS SPECIALTY LENDING FD29.8K shares0.00%2026-06-302026-07-28

ENB ENBRIDGE INC6.1K shares-2.03%2026-06-302026-07-28

VTWG VANGUARD SCOTTSDALE FDS1.1K shares1.15%2026-06-302026-07-28

INTC INTEL CORP2.6K sharesnew addition2026-06-302026-07-28

PEGA PEGASYSTEMS INC10.3K shares51.36%2026-06-302026-07-28

SNPS SYNOPSYS INC724 shares-0.41%2026-06-302026-07-28

Sponsored

VANECK ETF TRUST VANECK ETF TRUST4.0K sharesnew addition2026-06-302026-07-28

CTA SIMPLIFY EXCHANGE TRADED FUN11.9K shares8.36%2026-06-302026-07-28

ROST ROSS STORES INC1.5K shares3.56%2026-06-302026-07-28

NEAR ISHARES U S ETF TR6.1K sharesnew addition2026-06-302026-07-28

T AT&T INC14.8K shares-2.32%2026-06-302026-07-28

FLQM FRANKLIN TEMPLETON ETF TR5.1K shares-2.37%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC2.6K sharesnew addition2026-06-302026-07-28

CGGO CAPITAL GROUP GBL GROWTH EQT7.3K shares4.16%2026-06-302026-07-28

Sponsored

BOXX EA SERIES TRUST2.6K shares22.06%2026-06-302026-07-28

SCHI SCHWAB STRATEGIC TR13.2K shares-2.84%2026-06-302026-07-28

AIRR FIRST TR EXCHANGE TRADED FD2.3K sharesnew addition2026-06-302026-07-28

AXON AXON ENTERPRISE INC471 shares0.00%2026-06-302026-07-28

CHEWY INC CHEWY INC13.6K sharesnew addition2026-06-302026-07-28

COWZ PACER FDS TR4.7K shares-3.02%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.8K shares-43.86%2026-06-302026-07-28

AAAU GOLDMAN SACHS PHYSICAL GOLD6.9K shares0.00%2026-06-302026-07-28

Sponsored

GLOB GLOBANT S A9.1K shares36.85%2026-06-302026-07-28

ULST SSGA ACTIVE ETF TR6.9K shares-2.34%2026-06-302026-07-28

MPLX MPLX LP4.8K shares-16.02%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED513 shares-2.47%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS3.8K shares-79.29%2026-06-302026-07-28

SJNK SPDR SERIES TRUST10.7K shares0.21%2026-06-302026-07-28

FYC FIRST TR EXCHANGE-TRADED ALP2.2K shares-0.55%2026-06-302026-07-28

SPTI SPDR SERIES TRUST9.4K shares-11.45%2026-06-302026-07-28

Sponsored

CGGE CAPITAL GROUP GLOBAL EQUITY7.5K shares0.00%2026-06-302026-07-28

RKLB ROCKET LAB CORP2.8K sharesnew addition2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.0K shares1.90%2026-06-302026-07-28

ET ENERGY TRANSFER L P13.3K shares9.10%2026-06-302026-07-28

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.1K shares1.49%2026-06-302026-07-28

SCHR SCHWAB STRATEGIC TR10.3K sharesnew addition2026-06-302026-07-28

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND24.0K shares-3.48%2026-06-302026-07-28

EWY ISHARES INC1.3K shares-26.92%2026-06-302026-07-28

Sponsored

VST VISTRA CORP1.6K shares1.21%2026-06-302026-07-28

SCCO SOUTHERN COPPER CORP1.4K shares-11.88%2026-06-302026-07-28

PPA INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-06-302026-07-28

ROIV ROIVANT SCIENCES LTD6.9K sharesnew addition2026-06-302026-07-28

TRGP TARGA RES CORP911 shares-0.65%2026-06-302026-07-28

VLO VALERO ENERGY CORP887 sharesnew addition2026-06-302026-07-28

MO ALTRIA GROUP INC3.3K shares3.27%2026-06-302026-07-28

SPYV SPDR SERIES TRUST3.9K shares-6.32%2026-06-302026-07-28

Sponsored

SLV ISHARES SILVER TR4.3K sharesnew addition2026-06-302026-07-28

HEGD LISTED FDS TR8.8K shares0.00%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR6.7K sharesnew addition2026-06-302026-07-28

ALKS ALKERMES PLC4.2K sharesnew addition2026-06-302026-07-28

HPE HEWLETT PACKARD ENTERPRISE C5.4K sharesnew addition2026-06-302026-07-28

BTI BRITISH AMERN TOB PLC3.8K shares-0.16%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS3.2K sharesnew addition2026-06-302026-07-28

SPHY SPDR SERIES TRUST9.9K shares2.46%2026-06-302026-07-28

Sponsored

SPDW SPDR INDEX SHS FDS4.5K sharesnew addition2026-06-302026-07-28

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.17%2026-06-302026-07-28

BUFD FIRST TR EXCHNG TRADED FD VI7.7K sharesnew addition2026-06-302026-07-28

SOXX ISHARES TR379 sharesnew addition2026-06-302026-07-28

VOX VANGUARD WORLD FD1.2K shares-0.51%2026-06-302026-07-28

TFLO ISHARES TR4.3K shares0.00%2026-06-302026-07-28

SGOV ISHARES TR2.1K sharesnew addition2026-06-302026-07-28

TER TERADYNE INC561 shares-17.01%2026-06-302026-07-28

Sponsored

JNK SPDR SERIES TRUST2.2K sharesnew addition2026-06-302026-07-28

ENS ENERSYS980 sharesnew addition2026-06-302026-07-28

MELI MERCADOLIBRE INC115 sharesnew addition2026-06-302026-07-28

RIOT RIOT PLATFORMS INC9.0K shares-50.00%2026-06-302026-07-28

DBEF DBX ETF TR3.8K sharesnew addition2026-06-302026-07-28

DHR DANAHER CORP DEL1.1K sharesnew addition2026-06-302026-07-28

WES WESTERN MIDSTREAM PARTNERS L4.7K shares-7.14%2026-06-302026-07-28

PFF ISHARES TR6.6K sharesnew addition2026-06-302026-07-28

Sponsored

NETFLIX INC. NETFLIX INC.2.4K shares21.94%2026-06-302026-07-28

AUPH AURINIA PHARMACEUTICALS INC11.4K sharesnew addition2026-06-302026-07-28

NBXG NEUBERGER NEXT GENERATION10.0K sharesnew addition2026-06-302026-07-28

BGC BGC GROUP INC11.3K shares-3.05%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T

1.33%

Shares77.6K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-5.35%

Shares63.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.57%

Shares27.4K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

0.84%

Shares17.9K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

2.73%

Shares31.6K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

0.11%

Shares26.9K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TR EXCHNG TRADED FD VI

-6.57%

Shares141.6K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

1.60%

Shares10.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-17.19%

Shares3.8K

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

-7.14%

Shares39.8K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

218.92%

Shares4.7K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-0.55%

Shares10.4K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

2.30%

Shares8.1K

Event2026-06-30

Filed2026-07-28

BILS

SPDR SERIES TRUST

-23.29%

Shares30.4K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

2.70%

Shares8.1K

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X FDS

64.18%

Shares49.4K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-3.34%

Shares11.6K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

-32.70%

Shares49.5K

Event2026-06-30

Filed2026-07-28

WTV

WISDOMTREE TR

21.23%

Shares26.8K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

-3.82%

Shares22.3K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.57%

Shares4.5K

Event2026-06-30

Filed2026-07-28

XLP

SELECT SECTOR SPDR TR

-7.74%

Shares26.9K

Event2026-06-30

Filed2026-07-28

MLPX

GLOBAL X FDS

1.36%

Shares30.6K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

46.35%

Shares24.8K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.65%

Shares4.8K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

15.26%

Shares16.4K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

2.40%

Shares21.7K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

3.74%

Shares2.7K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

2.31%

Shares5.0K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

SPMD

SPDR SERIES TRUST

0.03%

Shares27.5K

Event2026-06-30

Filed2026-07-28

AUSF

GLOBAL X FDS

39.45%

Shares36.9K

Event2026-06-30

Filed2026-07-28

XLC

SELECT SECTOR SPDR TR

-2.85%

Shares12.9K

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

New

Shares30.9K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-5.02%

Shares3.3K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

241.98%

Shares4.7K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-28

VISA INC

6.99%

Shares3.8K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

29.49%

Shares10.6K

Event2026-06-30

Filed2026-07-28

SPAB

SPDR SERIES TRUST

0.82%

Shares51.9K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

-2.70%

Shares1.9K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

-5.26%

Shares7.8K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

2.89%

Shares5.0K

Event2026-06-30

Filed2026-07-28

CRS

CARPENTER TECHNOLOGY CORP

12.28%

Shares2.0K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

3.82%

Shares11.0K

Event2026-06-30

Filed2026-07-28

NXP SEMICONDUCTORS N V

6.25%

Shares4.3K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

-8.59%

Shares2.3K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

New

Shares4.6K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

11.55%

Shares6.4K

Event2026-06-30

Filed2026-07-28

PTLC

PACER FDS TR

-1.28%

Shares20.1K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

3.62%

Shares8.1K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

8.60%

Shares8.2K

Event2026-06-30

Filed2026-07-28

SPBO

SPDR SERIES TRUST

4.08%

Shares39.6K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

-2.57%

Shares21.4K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-0.95%

Shares3.0K

Event2026-06-30

Filed2026-07-28

BBP

ETFIS SER TR I

11.64%

Shares10.8K

Event2026-06-30

Filed2026-07-28

JHSC

JOHN HANCOCK EXCHANGE TRADED

3.16%

Shares21.8K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

2.22%

Shares2.7K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

3.83%

Shares7.3K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

3.71%

Shares2.5K

Event2026-06-30

Filed2026-07-28

MMSC

FIRST TR EXCHNG TRADED FD VI

17.53%

Shares35.0K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

-2.17%

Shares10.7K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

-3.18%

Shares8.4K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

3.40%

Shares9.9K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

8.73%

Shares6.9K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

-0.51%

Shares33.4K

Event2026-06-30

Filed2026-07-28

PTNQ

PACER FDS TR

-0.22%

Shares11.1K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

6.74%

Shares3.9K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-5.22%

Shares2.7K

Event2026-06-30

Filed2026-07-28

PICK

ISHARES INC

25.89%

Shares16.5K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

-7.20%

Shares1.6K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

-2.48%

Shares26.4K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.32%

Shares1.6K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

-4.79%

Shares11.4K

Event2026-06-30

Filed2026-07-28

KBWB

INVESCO EXCH TRADED FD TR II

28.14%

Shares9.7K

Event2026-06-30

Filed2026-07-28

CGBL

CAPITAL GROUP CORE BALANCED

35.56%

Shares24.4K

Event2026-06-30

Filed2026-07-28

RPRX

ROYALTY PHARMA PLC

0.64%

Shares16.0K

Event2026-06-30

Filed2026-07-28

SMTC

SEMTECH CORP

17.62%

Shares6.4K

Event2026-06-30

Filed2026-07-28

XLRE

SELECT SECTOR SPDR TR

New

Shares19.7K

Event2026-06-30

Filed2026-07-28

SPSB

SPDR SERIES TRUST

-0.86%

Shares28.9K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

1.71%

Shares2.9K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

-16.07%

Shares9.2K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

4.68%

Shares9.3K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES TR

-18.87%

Shares8.2K

Event2026-06-30

Filed2026-07-28

WTMF

WISDOMTREE TR

9.81%

Shares20.3K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

31.12%

Shares25.2K

Event2026-06-30

Filed2026-07-28

SFLR

INNOVATOR ETFS TRUST

-5.46%

Shares21.0K

Event2026-06-30

Filed2026-07-28

SPTS

SPDR SERIES TRUST

-66.87%

Shares27.8K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

New

Shares3.6K

Event2026-06-30

Filed2026-07-28

IVOG

VANGUARD ADMIRAL FDS INC

-0.56%

Shares5.5K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TR EXCHANGE TRADED FD

-0.25%

Shares9.6K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

1.31%

Shares15.4K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

0.24%

Shares13.6K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

3.32%

Shares746

Event2026-06-30

Filed2026-07-28

LAD

LITHIA MTRS INC

7.97%

Shares2.4K

Event2026-06-30

Filed2026-07-28

CLH

CLEAN HARBORS INC

1.64%

Shares2.4K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-0.76%

Shares910

Event2026-06-30

Filed2026-07-28

CGNX

COGNEX CORP

22.71%

Shares10.3K

Event2026-06-30

Filed2026-07-28

GNTX

GENTEX CORP

4.02%

Shares29.0K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

-1.87%

Shares4.0K

Event2026-06-30

Filed2026-07-28

ESI

ELEMENT SOLUTIONS INC

4.43%

Shares15.9K

Event2026-06-30

Filed2026-07-28

CDX

SIMPLIFY EXCHANGE TRADED FUN

9.19%

Shares32.0K

Event2026-06-30

Filed2026-07-28

SPTL

SPDR SERIES TRUST

27.54%

Shares25.0K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-6.39%

Shares4.7K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-0.67%

Shares4.3K

Event2026-06-30

Filed2026-07-28

ALLEGION PLC

3.23%

Shares4.5K

Event2026-06-30

Filed2026-07-28

SPYD

SPDR SERIES TRUST

3.62%

Shares13.2K

Event2026-06-30

Filed2026-07-28

MAGS

LISTED FDS TR

3.27%

Shares9.5K

Event2026-06-30

Filed2026-07-28

SPLV

INVESCO EXCH TRADED FD TR II

-3.03%

Shares8.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

New

Shares5.3K

Event2026-06-30

Filed2026-07-28

SLYG

SPDR SERIES TRUST

-0.53%

Shares5.2K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

-2.07%

Shares8.3K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

2.99%

Shares3.7K

Event2026-06-30

Filed2026-07-28

CGGR

CAPITAL GROUP GROWTH ETF

29.76%

Shares12.7K

Event2026-06-30

Filed2026-07-28

EXPE

EXPEDIA GROUP INC

5.18%

Shares2.2K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

5.53%

Shares6.3K

Event2026-06-30

Filed2026-07-28

MNA

NEW YORK LIFE INVESTMENTS ET

8.98%

Shares16.4K

Event2026-06-30

Filed2026-07-28

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

55.04%

Shares22.0K

Event2026-06-30

Filed2026-07-28

FLRN

SPDR SERIES TRUST

3.61%

Shares18.8K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ATR

APTARGROUP INC

6.98%

Shares4.6K

Event2026-06-30

Filed2026-07-28

USFR

WISDOMTREE TR

-3.42%

Shares11.3K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-1.97%

Shares598

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

CROX

CROCS INC

29.09%

Shares4.5K

Event2026-06-30

Filed2026-07-28

SDCI

USCF ETF TR

1.90%

Shares20.6K

Event2026-06-30

Filed2026-07-28

EWBC

EAST WEST BANCORP INC

27.30%

Shares4.2K

Event2026-06-30

Filed2026-07-28

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

30.65%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

-48.41%

Shares4.3K

Event2026-06-30

Filed2026-07-28

CFR

CULLEN FROST BANKERS INC

33.84%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

6.33%

Shares6.3K

Event2026-06-30

Filed2026-07-28

BWXT

BWX TECHNOLOGIES INC

-1.38%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

4.36%

Shares8.5K

Event2026-06-30

Filed2026-07-28

FRT

FEDERAL RLTY INVT TR NEW

29.24%

Shares4.2K

Event2026-06-30

Filed2026-07-28

FTAI

FTAI AVIATION LTD

3.05%

Shares2.1K

Event2026-06-30

Filed2026-07-28

DXJ

WISDOMTREE TR

56.30%

Shares2.8K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD INSURANCE GROUP INC

-1.56%

Shares3.6K

Event2026-06-30

Filed2026-07-28

SCHO

SCHWAB STRATEGIC TR

3.94%

Shares20.6K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

7.37%

Shares408

Event2026-06-30

Filed2026-07-28

ITT

ITT INC

25.67%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

New

Shares640

Event2026-06-30

Filed2026-07-28

IYH

ISHARES TR

-4.75%

Shares7.0K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares843

Event2026-06-30

Filed2026-07-28

SPMO

INVESCO EXCH TRADED FD TR II

3.30%

Shares2.9K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-0.29%

Shares685

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ETF TR

2.23%

Shares4.5K

Event2026-06-30

Filed2026-07-28

FLS

FLOWSERVE CORP

New

Shares5.9K

Event2026-06-30

Filed2026-07-28

ILF

ISHARES TR

11.71%

Shares12.7K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

10.87%

Shares3.2K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

71.85%

Shares7.5K

Event2026-06-30

Filed2026-07-28

BUNGE GLOBAL SA

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

10.14%

Shares706

Event2026-06-30

Filed2026-07-28

FMAY

FIRST TR EXCHNG TRADED FD VI

-6.93%

Shares7.4K

Event2026-06-30

Filed2026-07-28

AUTONATION INC

30.76%

Shares2.2K

Event2026-06-30

Filed2026-07-28

PAAA

PGIM ETF TR

-11.73%

Shares8.1K

Event2026-06-30

Filed2026-07-28

BUFF

INNOVATOR ETFS TRUST

-16.93%

Shares7.8K

Event2026-06-30

Filed2026-07-28

OMC

OMNICOM GROUP INC

11.37%

Shares5.1K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-50.18%

Shares4.9K

Event2026-06-30

Filed2026-07-28

RPG

INVESCO EXCHANGE TRADED FD T

0.01%

Shares6.7K

Event2026-06-30

Filed2026-07-28

FLMI

FRANKLIN TEMPLETON ETF TR

87.02%

Shares16.0K

Event2026-06-30

Filed2026-07-28

LPLA

LPL FINL HLDGS INC

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

894.12%

Shares1.7K

Event2026-06-30

Filed2026-07-28

CLF

CLEVELAND-CLIFFS INC NEW

31.55%

Shares40.2K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

29.50%

Shares338

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

44.94%

Shares4.3K

Event2026-06-30

Filed2026-07-28

BKAG

BNY MELLON ETF TRUST

6.59%

Shares9.2K

Event2026-06-30

Filed2026-07-28

AXGN

AXOGEN INC

8.10%

Shares8.2K

Event2026-06-30

Filed2026-07-28

ADT INC DEL

1.66%

Shares55.3K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-1.48%

Shares4.5K

Event2026-06-30

Filed2026-07-28

LGND

LIGAND PHARMACEUTICALS INC

13.34%

Shares1.1K

Event2026-06-30

Filed2026-07-28

DBMF

LITMAN GREGORY FDS TR

8.22%

Shares11.7K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

2.07%

Shares2.3K

Event2026-06-30

Filed2026-07-28

MINO

PIMCO ETF TR

-3.44%

Shares7.6K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

EPS

WISDOMTREE TR

-0.39%

Shares4.4K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-2.54%

Shares961

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINL GROUP INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

New

Shares582

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-5.74%

Shares2.0K

Event2026-06-30

Filed2026-07-28

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

-2.03%

Shares6.1K

Event2026-06-30

Filed2026-07-28

VTWG

VANGUARD SCOTTSDALE FDS

1.15%

Shares1.1K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

PEGA

PEGASYSTEMS INC

51.36%

Shares10.3K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

-0.41%

Shares724

Event2026-06-30

Filed2026-07-28

VANECK ETF TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

CTA

SIMPLIFY EXCHANGE TRADED FUN

8.36%

Shares11.9K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC

3.56%

Shares1.5K

Event2026-06-30

Filed2026-07-28

NEAR

ISHARES U S ETF TR

New

Shares6.1K

Event2026-06-30

Filed2026-07-28

AT&T INC

-2.32%

Shares14.8K

Event2026-06-30

Filed2026-07-28

FLQM

FRANKLIN TEMPLETON ETF TR

-2.37%

Shares5.1K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

CGGO

CAPITAL GROUP GBL GROWTH EQT

4.16%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BOXX

EA SERIES TRUST

22.06%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SCHI

SCHWAB STRATEGIC TR

-2.84%

Shares13.2K

Event2026-06-30

Filed2026-07-28

AIRR

FIRST TR EXCHANGE TRADED FD

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC

0.00%

Shares471

Event2026-06-30

Filed2026-07-28

CHEWY INC

New

Shares13.6K

Event2026-06-30

Filed2026-07-28

COWZ

PACER FDS TR

-3.02%

Shares4.7K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

-43.86%

Shares4.8K

Event2026-06-30

Filed2026-07-28

AAAU

GOLDMAN SACHS PHYSICAL GOLD

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

GLOB

GLOBANT S A

36.85%

Shares9.1K

Event2026-06-30

Filed2026-07-28

ULST

SSGA ACTIVE ETF TR

-2.34%

Shares6.9K

Event2026-06-30

Filed2026-07-28

MPLX

MPLX LP

-16.02%

Shares4.8K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-2.47%

Shares513

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-79.29%

Shares3.8K

Event2026-06-30

Filed2026-07-28

SJNK

SPDR SERIES TRUST

0.21%

Shares10.7K

Event2026-06-30

Filed2026-07-28

FYC

FIRST TR EXCHANGE-TRADED ALP

-0.55%

Shares2.2K

Event2026-06-30

Filed2026-07-28

SPTI

SPDR SERIES TRUST

-11.45%

Shares9.4K

Event2026-06-30

Filed2026-07-28

CGGE

CAPITAL GROUP GLOBAL EQUITY

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

1.90%

Shares2.0K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

9.10%

Shares13.3K

Event2026-06-30

Filed2026-07-28

VANGUARD SCOTTSDALE FDS

1.49%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SCHR

SCHWAB STRATEGIC TR

New

Shares10.3K

Event2026-06-30

Filed2026-07-28

ABRDN TOTAL DYNAMIC DIVIDEND

-3.48%

Shares24.0K

Event2026-06-30

Filed2026-07-28

EWY

ISHARES INC

-26.92%

Shares1.3K

Event2026-06-30

Filed2026-07-28

VST

VISTRA CORP

1.21%

Shares1.6K

Event2026-06-30

Filed2026-07-28

SCCO

SOUTHERN COPPER CORP

-11.88%

Shares1.4K

Event2026-06-30

Filed2026-07-28

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

ROIV

ROIVANT SCIENCES LTD

New

Shares6.9K

Event2026-06-30

Filed2026-07-28

TRGP

TARGA RES CORP

-0.65%

Shares911

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

New

Shares887

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

3.27%

Shares3.3K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

-6.32%

Shares3.9K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-28

HEGD

LISTED FDS TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-28

ALKS

ALKERMES PLC

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.4K

Event2026-06-30

Filed2026-07-28

BTI

BRITISH AMERN TOB PLC

-0.16%

Shares3.8K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

SPHY

SPDR SERIES TRUST

2.46%

Shares9.9K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

New

Shares4.5K

Event2026-06-30

Filed2026-07-28

FTCS

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-28

BUFD

FIRST TR EXCHNG TRADED FD VI

New

Shares7.7K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

New

Shares379

Event2026-06-30

Filed2026-07-28

VOX

VANGUARD WORLD FD

-0.51%

Shares1.2K

Event2026-06-30

Filed2026-07-28

TFLO

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

TER

TERADYNE INC

-17.01%

Shares561

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

ENS

ENERSYS

New

Shares980

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

New

Shares115

Event2026-06-30

Filed2026-07-28

RIOT

RIOT PLATFORMS INC

-50.00%

Shares9.0K

Event2026-06-30

Filed2026-07-28

DBEF

DBX ETF TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

WES

WESTERN MIDSTREAM PARTNERS L

-7.14%

Shares4.7K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

21.94%

Shares2.4K

Event2026-06-30

Filed2026-07-28

AUPH

AURINIA PHARMACEUTICALS INC

New

Shares11.4K

Event2026-06-30

Filed2026-07-28

NBXG

NEUBERGER NEXT GENERATION

New

Shares10.0K

Event2026-06-30

Filed2026-07-28

BGC

BGC GROUP INC

-3.05%

Shares11.3K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

AAPL Call CallAPPLE INC1.0K shares-23.08%2026-06-302026-07-28

NVDA Call CallNVIDIA CORPORATION1.0K shares0.00%2026-06-302026-07-28

NETFLIX INC. Call CallNETFLIX INC.1.0K shares0.00%2026-06-302026-07-28

AXON Call CallAXON ENTERPRISE INC100 shares0.00%2026-06-302026-07-28

META PLATFORMS INC Call CallMETA PLATFORMS INC100 shares0.00%2026-06-302026-07-28

SLV Call CallISHARES SILVER TR1.0K sharesnew addition2026-06-302026-07-28

GLD Call CallSPDR GOLD TR100 shares-50.00%2026-06-302026-07-28

GOOG Call CallALPHABET INC100 shares-50.00%2026-06-302026-07-28

ACCENTURE PLC IRELAND Call CallACCENTURE PLC IRELAND200 shares0.00%2026-06-302026-07-28

AMZN Call CallAMAZON COM INC100 shares-50.00%2026-06-302026-07-28

AAPL Call

APPLE INC

-23.08%

Shares1.0K

Event2026-06-30

Filed2026-07-28

NVDA Call

NVIDIA CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

NETFLIX INC. Call

NETFLIX INC.

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

AXON Call

AXON ENTERPRISE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC Call

META PLATFORMS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

SLV Call

ISHARES SILVER TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-28

GLD Call

SPDR GOLD TR

-50.00%

Shares100

Event2026-06-30

Filed2026-07-28

GOOG Call

ALPHABET INC

-50.00%

Shares100

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND Call

ACCENTURE PLC IRELAND

0.00%

Shares200

Event2026-06-30

Filed2026-07-28

AMZN Call

AMAZON COM INC

-50.00%

Shares100

Event2026-06-30

Filed2026-07-28

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T55.9K shares-30.21%2026-06-302026-07-28

QQQ Put PutINVESCO QQQ TR16.2K sharesnew addition2026-06-302026-07-28

SMH Put PutVANECK ETF TRUST100 shares0.00%2026-06-302026-07-28

TSM Put PutTAIWAN SEMICONDUCTOR MANUFAC100 shares0.00%2026-06-302026-07-28

MSFT Put PutMICROSOFT CORP100 shares0.00%2026-06-302026-07-28

NVDA Put PutNVIDIA CORPORATION100 shares0.00%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-30.21%

Shares55.9K

Event2026-06-30

Filed2026-07-28

QQQ Put

INVESCO QQQ TR

New

Shares16.2K

Event2026-06-30

Filed2026-07-28

SMH Put

VANECK ETF TRUST

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

TSM Put

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

MSFT Put

MICROSOFT CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-28

NVDA Put

NVIDIA CORPORATION

0.00%

Shares100

Event2026-06-30

Filed2026-07-28