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The Analysis of Advocate Investing Services LLC's Holdings & P&L

Currently, Advocate Investing Services LLC holds 460 types of securities in its portfolio with a total value $129.8M. In the most recent quarter, they have increased their positions in VGT (+15.8K shares, valued at $1.9M), RDVY (+16.4K shares, valued at $1.3M), VYM (+6.0K shares, valued at $954.3K); decreased their positions in VIG (-4.0K shares, valued at $935.3K), SPH (-41.3K shares, valued at $705.5K), GSY (-9.9K shares, valued at $497.9K); initiated new positions in NOK (+27.3K shares, valued at $362.5K), GTOP (+3.2K shares, valued at $159.9K), PDI (+5.8K shares, valued at $96.9K).

1M P&L

+3.3M+2.80%

3M P&L

+2.3M+1.96%

HY P&L

-7.3M-5.71%

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/A85.8M

70.9%

2Semiconductors3.2M

2.6%

3Household & Personal Products3.1M

2.6%

Top Industries by Stock Count

1N/A135 stocks

33.0%

2Asset Management11 stocks

2.7%

3Semiconductors10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSY INVESCO ACTIVELY MANAGED EXC260.1K shares-3.68%2026-06-302026-07-29

TCAF T ROWE PRICE EXCHANGE-TRADED282.3K shares-0.47%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR62.3K shares10.74%2026-06-302026-07-29

SPHD INVESCO EXCH TRADED FD TR II94.7K shares7.01%2026-06-302026-07-29

XME SPDR SERIES TRUST30.2K shares-3.27%2026-06-302026-07-29

IXC ISHARES TR63.2K shares0.03%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR16.1K shares-0.68%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS18.6K shares47.93%2026-06-302026-07-29

Sponsored

VIG VANGUARD SPECIALIZED FUNDS11.9K shares-24.91%2026-06-302026-07-29

AAPL APPLE INC7.8K shares0.50%2026-06-302026-07-29

VGT VANGUARD WORLD FD17.7K shares824.45%2026-06-302026-07-29

EMXC ISHARES INC20.6K shares-3.27%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR35.0K shares-0.53%2026-06-302026-07-29

WMT WALMART INC15.8K shares0.01%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR32.9K shares-3.82%2026-06-302026-07-29

URI UNITED RENTALS INC1.5K shares0.07%2026-06-302026-07-29

Sponsored

QQQ INVESCO QQQ TR2.3K shares-1.08%2026-06-302026-07-29

MSFT MICROSOFT CORP4.5K shares1.23%2026-06-302026-07-29

ICSH ISHARES TR32.4K shares14.83%2026-06-302026-07-29

VV VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares-10.83%2026-06-302026-07-29

NVDA NVIDIA CORPORATION6.8K shares1.10%2026-06-302026-07-29

FSLR FIRST SOLAR INC5.7K shares0.00%2026-06-302026-07-29

RDVY FIRST TR EXCHANGE TRADED FD16.4K shares38954.76%2026-06-302026-07-29

Sponsored

ILF ISHARES TR36.5K shares0.09%2026-06-302026-07-29

MOO VANECK ETF TRUST15.3K shares0.00%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K shares-1.30%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP9.7K shares76.87%2026-06-302026-07-29

PG PROCTER & GAMBLE CO7.2K shares27.05%2026-06-302026-07-29

DE DEERE & CO1.6K shares0.00%2026-06-302026-07-29

EUFN ISHARES TR25.7K shares0.00%2026-06-302026-07-29

IFN ABERDEEN INDIA FD INC83.7K shares-12.78%2026-06-302026-07-29

Sponsored

VB VANGUARD INDEX FDS3.2K shares0.25%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC1.7K shares-6.75%2026-06-302026-07-29

TJX TJX COS INC NEW6.2K shares-4.01%2026-06-302026-07-29

IGV ISHARES TR10.3K shares-2.37%2026-06-302026-07-29

CLX CLOROX CO DEL9.7K shares21.20%2026-06-302026-07-29

KHC KRAFT HEINZ CO38.1K shares8.24%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION955 shares0.00%2026-06-302026-07-29

USA LIBERTY ALL STAR EQUITY FD151.2K shares1.94%2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC3.7K shares2.87%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC4.5K shares0.00%2026-06-302026-07-29

CPB THE CAMPBELLS COMPANY38.4K shares27.12%2026-06-302026-07-29

VTV VANGUARD INDEX FDS3.9K shares-5.04%2026-06-302026-07-29

USRT ISHARES TR12.7K shares0.00%2026-06-302026-07-29

MO ALTRIA GROUP INC11.7K shares7.32%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC1.4K shares0.00%2026-06-302026-07-29

FLNG FLEX LNG LTD28.9K shares1.31%2026-06-302026-07-29

Sponsored

XLV SELECT SECTOR SPDR TR5.0K shares0.00%2026-06-302026-07-29

GAM GENERAL AMERN INVS CO INC12.3K shares0.00%2026-06-302026-07-29

VOT VANGUARD INDEX FDS2.5K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR988 shares8.57%2026-06-302026-07-29

INDA ISHARES TR13.5K shares58.57%2026-06-302026-07-29

CMCSA COMCAST CORP NEW27.2K shares20.34%2026-06-302026-07-29

VSS VANGUARD INTL EQUITY INDEX F4.3K shares0.02%2026-06-302026-07-29

EFA ISHARES TR6.2K shares0.00%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC1.8K shares3.83%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-06-302026-07-29

BAC BANK OF AMER CORP10.5K shares0.00%2026-06-302026-07-29

EWZ ISHARES INC16.3K shares0.00%2026-06-302026-07-29

INTC INTEL CORP3.9K shares0.00%2026-06-302026-07-29

ICLN ISHARES TR25.5K shares0.00%2026-06-302026-07-29

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-06-302026-07-29

TKO TKO GROUP HOLDINGS INC2.5K shares0.00%2026-06-302026-07-29

Sponsored

VALE VALE S A31.0K shares-1.48%2026-06-302026-07-29

GAL SSGA ACTIVE ETF TR8.2K shares0.00%2026-06-302026-07-29

IWF ISHARES TR3.4K shares300.00%2026-06-302026-07-29

BP BP PLC11.3K shares0.00%2026-06-302026-07-29

URTH ISHARES INC2.0K shares0.00%2026-06-302026-07-29

DIS DISNEY WALT CO4.1K shares16.98%2026-06-302026-07-29

CVX CHEVRON CORPORATION2.2K shares-2.40%2026-06-302026-07-29

AMT AMERICAN TOWER CORP2.3K shares0.00%2026-06-302026-07-29

Sponsored

PFE PFIZER INC15.1K shares0.02%2026-06-302026-07-29

NOK NOKIA CORP27.3K sharesnew addition2026-06-302026-07-29

PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC3.2K shares68.76%2026-06-302026-07-29

VO VANGUARD INDEX FDS4.1K shares311.23%2026-06-302026-07-29

NBIS NEBIUS GROUP N.V.1.2K shares2260.00%2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP17.4K shares0.00%2026-06-302026-07-29

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND31.0K shares0.00%2026-06-302026-07-29

Sponsored

GLD SPDR GOLD TR863 shares0.00%2026-06-302026-07-29

HRL HORMEL FOODS CORP12.6K shares17.74%2026-06-302026-07-29

BSTZ BLACKROCK SCIENCE & TECHNOLO10.3K shares0.00%2026-06-302026-07-29

WPC WP CAREY INC4.3K shares0.02%2026-06-302026-07-29

FIDI FIDELITY COVINGTON TRUST11.1K shares0.00%2026-06-302026-07-29

HAL HALLIBURTON CO8.7K shares-23.94%2026-06-302026-07-29

SLV ISHARES SILVER TR5.5K shares0.00%2026-06-302026-07-29

ITA ISHARES TR1.2K shares19.80%2026-06-302026-07-29

Sponsored

IWO ISHARES TR700 shares0.00%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC2.3K shares0.00%2026-06-302026-07-29

SHEL SHELL PLC3.5K shares0.00%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD2.7K shares-8.58%2026-06-302026-07-29

VUG VANGUARD INDEX FDS2.7K shares454.02%2026-06-302026-07-29

BIPC BROOKFIELD INFRASTRUCTURE CO5.9K shares0.00%2026-06-302026-07-29

IDT IDT CORP3.7K shares0.00%2026-06-302026-07-29

BX BLACKSTONE INC1.8K shares0.00%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP1.5K shares0.00%2026-06-302026-07-29

ALAB ASTERA LABS INC425 shares-52.78%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR1.1K shares0.00%2026-06-302026-07-29

PBR PETROLEO BRASILEIRO S A12.5K shares0.00%2026-06-302026-07-29

IAU ISHARES GOLD TR2.6K shares6.51%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F3.5K shares602.00%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC4.7K shares0.02%2026-06-302026-07-29

IWD ISHARES TR800 shares0.00%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO575 shares-4.01%2026-06-302026-07-29

CME CME GROUP INC845 shares0.00%2026-06-302026-07-29

PMT PENNYMAC MTG INVT TR16.1K shares0.00%2026-06-302026-07-29

QCOM QUALCOMM INC966 shares0.00%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.5K shares0.00%2026-06-302026-07-29

GTOP GOLDMAN SACHS ETF TR3.2K sharesnew addition2026-06-302026-07-29

GE GE AEROSPACE421 shares-4.32%2026-06-302026-07-29

ABBVIE INC ABBVIE INC596 shares0.17%2026-06-302026-07-29

Sponsored

SHLD GLOBAL X FDS2.5K shares0.00%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC140 shares0.00%2026-06-302026-07-29

GOOG ALPHABET INC400 shares0.00%2026-06-302026-07-29

LPLA LPL FINL HLDGS INC500 shares0.00%2026-06-302026-07-29

Q QNITY ELECTRONICS INC850 shares0.00%2026-06-302026-07-29

VDC VANGUARD WORLD FD600 shares0.00%2026-06-302026-07-29

VAW VANGUARD WORLD FD571 shares0.00%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO2.3K shares0.00%2026-06-302026-07-29

Sponsored

JBS JBS N.V.10.9K shares-2.85%2026-06-302026-07-29

KKR KKR & CO INC1.4K shares0.00%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC710 shares0.00%2026-06-302026-07-29

3M CO 3M CO674 shares0.00%2026-06-302026-07-29

CAT CATERPILLAR INC100 shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC83 shares0.00%2026-06-302026-07-29

PDI PIMCO DYNAMIC INCOME FD5.8K sharesnew addition2026-06-302026-07-29

RIO RIO TINTO PLC1.0K shares0.00%2026-06-302026-07-29

Sponsored

SPH SUBURBAN PROPANE PARTNERS L5.5K shares-88.24%2026-06-302026-07-29

DYNF BLACKROCK ETF TRUST1.3K shares190.22%2026-06-302026-07-29

TSLA TESLA INC215 shares0.00%2026-06-302026-07-29

FIW FIRST TR EXCHANGE-TRADED FD825 shares0.12%2026-06-302026-07-29

FAD FIRST TR EXCHANGE-TRADED ALP434 shares0.00%2026-06-302026-07-29

BA BOEING CO400 shares0.00%2026-06-302026-07-29

KRG KITE REALTY GROUP TRUST3.0K shares0.00%2026-06-302026-07-29

DB DEUTSCHE BK AG2.4K shares0.00%2026-06-302026-07-29

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS217 shares0.00%2026-06-302026-07-29

IEMG ISHARES INC966 shares245.00%2026-06-302026-07-29

IVE ISHARES TR348 shares146.81%2026-06-302026-07-29

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC566 sharesnew addition2026-06-302026-07-29

IVW ISHARES TR549 shares139.74%2026-06-302026-07-29

OXY OCCIDENTAL PETE CORP1.5K shares0.00%2026-06-302026-07-29

ORACLE CORP ORACLE CORP483 shares0.00%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC800 shares0.00%2026-06-302026-07-29

Sponsored

FUND SPROTT FOCUS TR INC7.3K shares1.48%2026-06-302026-07-29

SJM SMUCKER J M CO600 sharesnew addition2026-06-302026-07-29

HTGC HERCULES CAPITAL INC4.2K shares0.00%2026-06-302026-07-29

F FORD MTR CO4.8K shares0.00%2026-06-302026-07-29

T AT&T INC3.2K shares0.03%2026-06-302026-07-29

UL UNILEVER PLC1.1K sharesnew addition2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS230 shares0.00%2026-06-302026-07-29

PSA PUBLIC STORAGE200 shares-11.89%2026-06-302026-07-29

Sponsored

EQIX EQUINIX INC59 shares0.00%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED118 shares0.00%2026-06-302026-07-29

VANECK ETF TRUST VANECK ETF TRUST800 shares0.00%2026-06-302026-07-29

IUSB ISHARES TR1.3K shares42.37%2026-06-302026-07-29

VFH VANGUARD WORLD FD439 shares0.00%2026-06-302026-07-29

TEVA TEVA PHARMACEUTICAL INDS LTD1.7K shares0.00%2026-06-302026-07-29

TY TRI CONTL CORP1.7K shares1.46%2026-06-302026-07-29

VOO VANGUARD INDEX FDS83 shares0.00%2026-06-302026-07-29

Sponsored

CEG CONSTELLATION ENERGY CORP228 shares0.00%2026-06-302026-07-29

EFV ISHARES TR733 shares291.98%2026-06-302026-07-29

OEF ISHARES TR151 shares235.56%2026-06-302026-07-29

IWV ISHARES TR126 shares0.00%2026-06-302026-07-29

SMH VANECK ETF TRUST80 shares-71.43%2026-06-302026-07-29

MUB ISHARES TR479 sharesnew addition2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO529 shares0.00%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL100 shares0.00%2026-06-302026-07-29

Sponsored

BAI BLACKROCK ETF TRUST926 shares149.60%2026-06-302026-07-29

RBRK RUBRIK INC.600 shares0.00%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP130 shares0.00%2026-06-302026-07-29

SBUX STARBUCKS CORP450 shares0.00%2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INC1.7K shares0.00%2026-06-302026-07-29

LYB LYONDELLBASELL INDUSTRIES NV849 shares-19.91%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC321 shares0.00%2026-06-302026-07-29

AMGN AMGEN INC120 shares0.00%2026-06-302026-07-29

Sponsored

COHR COHERENT CORP110 shares120.00%2026-06-302026-07-29

TXN TEXAS INSTRS INC145 shares0.00%2026-06-302026-07-29

SPYI NEOS ETF TRUST800 shares0.00%2026-06-302026-07-29

FSK FS KKR CAP CORP4.0K shares0.00%2026-06-302026-07-29

XEL XCEL ENERGY INC520 shares0.00%2026-06-302026-07-29

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME3.4K shares0.00%2026-06-302026-07-29

BIDD BLACKROCK ETF TRUST1.3K shares0.00%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW311 shares0.97%2026-06-302026-07-29

Sponsored

FHLC FIDELITY COVINGTON TRUST500 shares0.00%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW100 shares0.00%2026-06-302026-07-29

RMM RIVERNORTH MANAGED DUR MUN I2.5K shares0.00%2026-06-302026-07-29

TLH ISHARES TR364 shares203.33%2026-06-302026-07-29

BCX BLACKROCK RES & COMMODITIES3.2K shares0.00%2026-06-302026-07-29

THRO BLACKROCK ETF TRUST819 shares280.93%2026-06-302026-07-29

BCS BARCLAYS PLC1.3K shares0.00%2026-06-302026-07-29

DOC HEALTHPEAK PROPERTIES INC1.6K shares0.00%2026-06-302026-07-29

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC500 shares0.00%2026-06-302026-07-29

FSCO FS CREDIT OPPORTUNITIES CORP6.8K shares0.00%2026-06-302026-07-29

IWB ISHARES TR83 shares0.00%2026-06-302026-07-29

QUAL ISHARES TR152 shares63.44%2026-06-302026-07-29

VSNT VERSANT MEDIA GROUP INC902 shares0.00%2026-06-302026-07-29

EXC EXELON CORP694 shares0.87%2026-06-302026-07-29

BB BLACKBERRY LTD2.5K sharesnew addition2026-06-302026-07-29

MFIC MIDCAP FINANCIAL INVSTMNT CO3.1K shares0.00%2026-06-302026-07-29

Sponsored

GLW CORNING INC115 sharesnew addition2026-06-302026-07-29

MTUM ISHARES TR83 shares186.21%2026-06-302026-07-29

AXON AXON ENTERPRISE INC50 shares-50.00%2026-06-302026-07-29

ROKU ROKU INC200 shares0.00%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC469 shares0.00%2026-06-302026-07-29

SDIV GLOBAL X FDS1.1K shares0.00%2026-06-302026-07-29

AEHR AEHR TEST SYS275 sharesnew addition2026-06-302026-07-29

GRAB GRAB HOLDINGS LIMITED7.0K shares0.00%2026-06-302026-07-29

Sponsored

ZM ZOOM COMMUNICATIONS INC305 shares0.00%2026-06-302026-07-29

ALL ALLSTATE CORP110 shares0.00%2026-06-302026-07-29

HD HOME DEPOT INC74 shares0.00%2026-06-302026-07-29

MRK MERCK & CO INC199 shares0.00%2026-06-302026-07-29

JAAA JANUS DETROIT STR TR500 sharesnew addition2026-06-302026-07-29

CRWV COREWEAVE INC250 shares150.00%2026-06-302026-07-29

APH AMPHENOL CORP139 shares0.00%2026-06-302026-07-29

MKC MCCORMICK & CO INC471 shares80.46%2026-06-302026-07-29

Sponsored

FUTY FIDELITY COVINGTON TRUST400 shares0.00%2026-06-302026-07-29

ET ENERGY TRANSFER L P1.2K shares0.00%2026-06-302026-07-29

TDF TEMPLETON DRAGON FD INC2.0K shares0.00%2026-06-302026-07-29

GNE GENIE ENERGY LTD1.5K shares0.00%2026-06-302026-07-29

IJS ISHARES TR158 shares0.00%2026-06-302026-07-29

RSG REPUBLIC SVCS INC101 shares-33.11%2026-06-302026-07-29

CASY CASEYS GEN STORES INC27 shares0.00%2026-06-302026-07-29

ENB ENBRIDGE INC394 shares1.03%2026-06-302026-07-29

Sponsored

UVV UNIVERSAL CORP VA MTNS BK EN400 shares100.00%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS282 shares0.00%2026-06-302026-07-29

MCD MCDONALDS CORP72 shares125.00%2026-06-302026-07-29

MBB ISHARES TR205 shares35.76%2026-06-302026-07-29

PLD PROLOGIS INC.140 shares0.00%2026-06-302026-07-29

PSCT INVESCO EXCH TRADED FD TR II203 shares0.00%2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC300 shares0.00%2026-06-302026-07-29

AAOI APPLIED OPTOELECTRONICS INC125 shares0.00%2026-06-302026-07-29

Sponsored

EWT ISHARES INC169 shares0.00%2026-06-302026-07-29

FSSL FS SPECIALTY LENDING FD1.6K shares0.00%2026-06-302026-07-29

PYPL PAYPAL HLDGS INC418 shares0.00%2026-06-302026-07-29

SIXG ETF SER SOLUTIONS181 shares0.00%2026-06-302026-07-29

CORTEVA INC CORTEVA INC202 shares0.00%2026-06-302026-07-29

SONY SONY GROUP CORP845 shares0.00%2026-06-302026-07-29

KBWB INVESCO EXCH TRADED FD TR II180 shares0.00%2026-06-302026-07-29

ATO ATMOS ENERGY CORP97 shares0.00%2026-06-302026-07-29

Sponsored

IAGG ISHARES TR329 shares86.93%2026-06-302026-07-29

ABNB AIRBNB INC115 shares0.00%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II313 shares35.50%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR150 shares0.00%2026-06-302026-07-29

IREN IREN LIMITED350 sharesnew addition2026-06-302026-07-29

FAST FASTENAL CO318 shares0.00%2026-06-302026-07-29

AMERICAN AIRLINES GROUP INC AMERICAN AIRLINES GROUP INC800 shares0.00%2026-06-302026-07-29

MOD MODINE MFG CO54 shares0.00%2026-06-302026-07-29

Sponsored

VICI VICI PPTYS INC539 shares549.40%2026-06-302026-07-29

GEHC GE HEALTHCARE TECHNOLOGIES I212 shares81.20%2026-06-302026-07-29

PEP PEPSICO INC100 shares0.00%2026-06-302026-07-29

GLXY GALAXY DIGITAL INC.490 shares0.00%2026-06-302026-07-29

SOLV SOLVENTUM CORP168 shares0.00%2026-06-302026-07-29

SNA SNAP ON INC30 shares0.00%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR100 shares0.00%2026-06-302026-07-29

MGK VANGUARD WORLD FD133 sharesnew addition2026-06-302026-07-29

Sponsored

WEC WEC ENERGY GROUP INC100 shares0.00%2026-06-302026-07-29

MCK MCKESSON CORP15 shares-70.00%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION60 shares0.00%2026-06-302026-07-29

ZBH ZIMMER BIOMET HOLDINGS INC130 shares0.00%2026-06-302026-07-29

YOU CLEAR SECURE INC201 sharesnew addition2026-06-302026-07-29

EWY ISHARES INC55 sharesnew addition2026-06-302026-07-29

EFG ISHARES TR89 sharesnew addition2026-06-302026-07-29

EEMS ISHARES INC145 shares0.00%2026-06-302026-07-29

Sponsored

OKE ONEOK INC NEW125 shares0.00%2026-06-302026-07-29

HIMU BLACKROCK ETF TRUST II216 sharesnew addition2026-06-302026-07-29

RKLB ROCKET LAB CORP105 shares90.91%2026-06-302026-07-29

CBRL CRACKER BARREL OLD CTRY STOR200 shares0.00%2026-06-302026-07-29

SYK STRYKER CORPORATION33 shares0.00%2026-06-302026-07-29

MSI MOTOROLA SOLUTIONS INC25 shares0.00%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO28 shares0.00%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC35 shares0.00%2026-06-302026-07-29

Sponsored

NETFLIX INC. NETFLIX INC.130 sharesnew addition2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC22 shares0.00%2026-06-302026-07-29

WSO WATSCO INC21 shares0.00%2026-06-302026-07-29

TMUS T-MOBILE US INC52 shares0.00%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP50 sharesnew addition2026-06-302026-07-29

BNDX VANGUARD CHARLOTTE FDS176 shares0.00%2026-06-302026-07-29

NTRA NATERA INC31 shares0.00%2026-06-302026-07-29

LLY ELI LILLY & CO7 shares0.00%2026-06-302026-07-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L222 shares1.37%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS103 shares0.00%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN35 shares0.00%2026-06-302026-07-29

BETR BETTER HOME & FINANCE HOLDIN285 shares0.00%2026-06-302026-07-29

CTAS CINTAS CORP46 shares0.00%2026-06-302026-07-29

AWK AMERICAN WTR WKS CO INC NEW59 shares0.00%2026-06-302026-07-29

XYZ BLOCK INC100 shares0.00%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO33 shares0.00%2026-06-302026-07-29

Sponsored

BE BLOOM ENERGY CORP25 sharesnew addition2026-06-302026-07-29

ECL ECOLAB INC27 shares0.00%2026-06-302026-07-29

HOOD ROBINHOOD MKTS INC75 shares0.00%2026-06-302026-07-29

B BARRICK MNG CORP204 shares0.00%2026-06-302026-07-29

ADOBE INC ADOBE INC36 shares0.00%2026-06-302026-07-29

OXY.WS OCCIDENTAL PETE CORP277 shares0.00%2026-06-302026-07-29

EOG EOG RES INC56 shares0.00%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC22 shares0.00%2026-06-302026-07-29

Sponsored

APPLIED MATLS INC APPLIED MATLS INC10 shares0.00%2026-06-302026-07-29

BLCR BLACKROCK ETF TRUST143 sharesnew addition2026-06-302026-07-29

ALC ALCON AG107 shares0.00%2026-06-302026-07-29

STE STERIS PLC34 shares0.00%2026-06-302026-07-29

TFC TRUIST FINL CORP143 shares0.00%2026-06-302026-07-29

SIMO SILICON MOTION TECHNOLOGY CO21 shares0.00%2026-06-302026-07-29

TSCO TRACTOR SUPPLY CO220 shares0.00%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC5 shares0.00%2026-06-302026-07-29

Sponsored

VXF VANGUARD INDEX FDS27 shares0.00%2026-06-302026-07-29

BNS BANK NOVA SCOTIA B C75 shares0.00%2026-06-302026-07-29

TD TORONTO DOMINION BK ONT52 shares0.00%2026-06-302026-07-29

GIS GENERAL MILLS INC180 shares0.00%2026-06-302026-07-29

GILD GILEAD SCIENCES INC49 shares96.00%2026-06-302026-07-29

GSK PLC GSK PLC118 shares0.85%2026-06-302026-07-29

RFL RAFAEL HLDGS INC1.8K shares0.00%2026-06-302026-07-29

NLOP NET LEASE OFFICE PROPERTIES544 shares0.00%2026-06-302026-07-29

Sponsored

FICO FAIR ISAAC CORP5 shares0.00%2026-06-302026-07-29

ARK ETF TR ARK ETF TR45 shares0.00%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP6 shares0.00%2026-06-302026-07-29

IYW ISHARES TR23 sharesnew addition2026-06-302026-07-29

KO COCA COLA CO71 shares0.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F96 shares0.00%2026-06-302026-07-29

GOVT ISHARES TR249 shares19.14%2026-06-302026-07-29

BLOK AMPLIFY ETF TR90 shares0.00%2026-06-302026-07-29

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN41 shares0.00%2026-06-302026-07-29

PRFZ INVESCO EXCHANGE TRADED FD T100 sharesnew addition2026-06-302026-07-29

VISA INC VISA INC16 shares0.00%2026-06-302026-07-29

DOW DOW HLDGS INC200 shares0.00%2026-06-302026-07-29

ABT ABBOTT LABORATORIES60 shares0.00%2026-06-302026-07-29

EMB ISHARES TR56 shares12.00%2026-06-302026-07-29

O REALTY INCOME CORP84 shares1.20%2026-06-302026-07-29

NVG NUVEEN AMT FREE MUN CR INC F400 shares0.00%2026-06-302026-07-29

Sponsored

JKHY HENRY JACK & ASSOC INC37 shares0.00%2026-06-302026-07-29

KTOS KRATOS DEFENSE & SEC SOLUTIO100 shares0.00%2026-06-302026-07-29

CHD CHURCH & DWIGHT CO INC51 shares2.00%2026-06-302026-07-29

DBRG DIGITALBRIDGE GROUP INC303 shares0.00%2026-06-302026-07-29

VHT VANGUARD WORLD FD16 shares0.00%2026-06-302026-07-29

ASTS AST SPACEMOBILE INC52 shares-86.21%2026-06-302026-07-29

PTON PELOTON INTERACTIVE INC780 shares0.00%2026-06-302026-07-29

IDEF BLACKROCK ETF TRUST138 sharesnew addition2026-06-302026-07-29

Sponsored

VXUS VANGUARD STAR FDS51 sharesnew addition2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC9 shares0.00%2026-06-302026-07-29

PNW PINNACLE WEST CAP CORP40 shares0.00%2026-06-302026-07-29

LAZ LAZARD INC100 shares0.00%2026-06-302026-07-29

SYSB ISHARES TR47 shares20.51%2026-06-302026-07-29

DOCS DOXIMITY INC200 shares0.00%2026-06-302026-07-29

QTUM ETF SER SOLUTIONS25 shares0.00%2026-06-302026-07-29

DRI DARDEN RESTAURANTS INC20 shares0.00%2026-06-302026-07-29

Sponsored

TROW PRICE T ROWE GROUP INC36 shares38.46%2026-06-302026-07-29

POOL CORP POOL CORP19 shares0.00%2026-06-302026-07-29

ADI ANALOG DEVICES INC10 shares0.00%2026-06-302026-07-29

INTU INTUIT15 shares0.00%2026-06-302026-07-29

GPRO GOPRO INC5.0K shares0.00%2026-06-302026-07-29

ADM ARCHER DANIELS MIDLAND CO50 shares0.00%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30 shares0.00%2026-06-302026-07-29

BDX BECTON DICKINSON & CO24 shares0.00%2026-06-302026-07-29

Sponsored

BHRB BURKE HERBERT FINL SVCS CORP50 sharesnew addition2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP39 shares0.00%2026-06-302026-07-29

BLV VANGUARD BD INDEX FDS51 shares0.00%2026-06-302026-07-29

C CITIGROUP INC25 shares0.00%2026-06-302026-07-29

PLAB PHOTRONICS INC104 shares0.00%2026-06-302026-07-29

CM CANADIAN IMPERIAL BANK OF CO29 shares0.00%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP6 shares0.00%2026-06-302026-07-29

ZOETIS INC ZOETIS INC45 shares0.00%2026-06-302026-07-29

Sponsored

ISRG INTUITIVE SURGICAL INC8 shares0.00%2026-06-302026-07-29

IJR ISHARES TR21 sharesnew addition2026-06-302026-07-29

HEI.A HEICO CORP NEW12 shares0.00%2026-06-302026-07-29

VLTO VERALTO CORP34 shares0.00%2026-06-302026-07-29

MLM MARTIN MARIETTA MATLS INC5 shares0.00%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP14 shares0.00%2026-06-302026-07-29

PSKY PARAMOUNT SKYDANCE CORP280 shares0.00%2026-06-302026-07-29

AMERIPRISE FINL INC AMERIPRISE FINL INC6 shares0.00%2026-06-302026-07-29

Sponsored

SCHD SCHWAB STRATEGIC TR85 shares1.19%2026-06-302026-07-29

PRNT ARK ETF TR100 shares0.00%2026-06-302026-07-29

CHEWY INC CHEWY INC124 shares0.00%2026-06-302026-07-29

WAB WABTEC9 shares0.00%2026-06-302026-07-29

AME AMETEK INC10 shares0.00%2026-06-302026-07-29

MUFG MITSUBISHI UFJ FINANCIAL GRO120 shares0.00%2026-06-302026-07-29

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.26 shares0.00%2026-06-302026-07-29

NVS NOVARTIS AG15 shares0.00%2026-06-302026-07-29

Sponsored

USMV ISHARES TR24 sharesnew addition2026-06-302026-07-29

CMC COMMERCIAL METALS CO36 shares0.00%2026-06-302026-07-29

FMC FMC CORP195 shares0.00%2026-06-302026-07-29

BKU BANKUNITED INC46 shares0.00%2026-06-302026-07-29

CINF CINCINNATI FINL CORP12 shares0.00%2026-06-302026-07-29

SLB SLB LIMITED47 shares0.00%2026-06-302026-07-29

ABR ARBOR REALTY TRUST INC400 shares0.00%2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS28 sharesnew addition2026-06-302026-07-29

Sponsored

UNITY SOFTWARE INC UNITY SOFTWARE INC75 shares0.00%2026-06-302026-07-29

UBS UBS GROUP AG40 shares0.00%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC4 shares0.00%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC8 shares0.00%2026-06-302026-07-29

FNDE SCHWAB STRATEGIC TR49 sharesnew addition2026-06-302026-07-29

ILMN ILLUMINA INC11 shares0.00%2026-06-302026-07-29

ELVR ELEVRA LITHIUM LTD28 sharesnew addition2026-06-302026-07-29

LEN LENNAR CORP21 shares0.00%2026-06-302026-07-29

Sponsored

FNB F N B CORP99 shares0.00%2026-06-302026-07-29

PSX PHILLIPS 6611 shares0.00%2026-06-302026-07-29

DINO HF SINCLAIR CORP26 shares0.00%2026-06-302026-07-29

RPM RPM INTL INC16 shares0.00%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC50 shares0.00%2026-06-302026-07-29

ADSK AUTODESK INC8 shares0.00%2026-06-302026-07-29

DVN DEVON ENERGY CORP NEW37 sharesnew addition2026-06-302026-07-29

CFR CULLEN FROST BANKERS INC9 shares0.00%2026-06-302026-07-29

Sponsored

SAP SAP SE9 shares0.00%2026-06-302026-07-29

OSK OSHKOSH CORP9 shares0.00%2026-06-302026-07-29

CORO BLACKROCK ETF TRUST37 sharesnew addition2026-06-302026-07-29

DHR DANAHER CORP DEL7 shares0.00%2026-06-302026-07-29

TGT TARGET CORP10 shares0.00%2026-06-302026-07-29

SNY SANOFI SA30 shares0.00%2026-06-302026-07-29

EXE EXPAND ENERGY CORPORATION14 shares0.00%2026-06-302026-07-29

SYY SYSCO CORP15 shares0.00%2026-06-302026-07-29

Sponsored

BIO BIO RAD LABS INC4 shares0.00%2026-06-302026-07-29

NKE NIKE INC28 shares0.00%2026-06-302026-07-29

WAT WATERS CORP3 shares0.00%2026-06-302026-07-29

MRNA MODERNA INC15 shares0.00%2026-06-302026-07-29

COLB COLUMBIA BKG SYS INC31 shares0.00%2026-06-302026-07-29

BAM BROOKFIELD ASSET MANAGMT LTD22 shares0.00%2026-06-302026-07-29

PPC PILGRIMS PRIDE CORP34 shares0.00%2026-06-302026-07-29

CPNG COUPANG INC55 shares-62.07%2026-06-302026-07-29

Sponsored

AGI ALAMOS GOLD INC31 shares0.00%2026-06-302026-07-29

TEX TEREX CORP NEW13 shares0.00%2026-06-302026-07-29

CRM SALESFORCE INC6 shares0.00%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC12 shares0.00%2026-06-302026-07-29

ELS EQUITY LIFESTYLE PROPERTIES14 shares0.00%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC4 sharesnew addition2026-06-302026-07-29

SNPS SYNOPSYS INC2 shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4 sharesnew addition2026-06-302026-07-29

Sponsored

VTRS VIATRIS INC49 shares0.00%2026-06-302026-07-29

XOMETRY INC XOMETRY INC8 shares0.00%2026-06-302026-07-29

PINS PINTEREST INC35 shares0.00%2026-06-302026-07-29

FANG DIAMONDBACK ENERGY INC4 shares0.00%2026-06-302026-07-29

BL BLACKLINE INC25 shares0.00%2026-06-302026-07-29

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC5 shares0.00%2026-06-302026-07-29

CBSH COMMERCE BANCSHARES INC12 shares0.00%2026-06-302026-07-29

CCI CROWN CASTLE INC9 shares0.00%2026-06-302026-07-29

Sponsored

CWST CASELLA WASTE SYS INC7 shares0.00%2026-06-302026-07-29

BRKR BRUKER CORP11 shares0.00%2026-06-302026-07-29

AMCOR PLC AMCOR PLC15 shares0.00%2026-06-302026-07-29

SPTM SPDR SERIES TRUST7 shares0.00%2026-06-302026-07-29

KMX CARMAX INC12 shares0.00%2026-06-302026-07-29

TFX TELEFLEX INCORPORATED5 shares0.00%2026-06-302026-07-29

BLFS BIOLIFE SOLUTIONS INC22 shares0.00%2026-06-302026-07-29

RGEN REPLIGEN CORP4 shares0.00%2026-06-302026-07-29

Sponsored

SBAC SBA COMMUNICATIONS CORP3 shares0.00%2026-06-302026-07-29

SPSM SPDR SERIES TRUST9 shares0.00%2026-06-302026-07-29

KBE SPDR SERIES TRUST7 shares-98.39%2026-06-302026-07-29

ETSY INC ETSY INC5 shares0.00%2026-06-302026-07-29

NIO INC NIO INC69 sharesnew addition2026-06-302026-07-29

LULU LULULEMON ATHLETICA INC3 shares0.00%2026-06-302026-07-29

MRP MILLROSE PPTYS INC10 shares0.00%2026-06-302026-07-29

ICVT ISHARES TR2 sharesnew addition2026-06-302026-07-29

Sponsored

QDEL QUIDELORTHO CORP11 shares0.00%2026-06-302026-07-29

PBA PEMBINA PIPELINE CORP4 shares0.00%2026-06-302026-07-29

INSP INSPIRE MED SYS INC4 shares0.00%2026-06-302026-07-29

SOLS SOLSTICE ADVANCED MATLS INC2 shares0.00%2026-06-302026-07-29

OGN ORGANON & CO11 shares0.00%2026-06-302026-07-29

AWAY AMPLIFY ETF TR7 shares0.00%2026-06-302026-07-29

EAF GRAFTECH INTL LTD SR NT13 shares0.00%2026-06-302026-07-29

BYND BEYOND MEAT INC40 sharesnew addition2026-06-302026-07-29

Sponsored

OTLY OATLY GROUP AB3 sharesnew addition2026-06-302026-07-29

GRWG GROWGENERATION CORP10 shares0.00%2026-06-302026-07-29

EAD ALLSPRING INCOME OPPORTUNIT1 shares0.00%2026-06-302026-07-29

TLRY TILRAY BRANDS INC1 shares0.00%2026-06-302026-07-29

GSY

INVESCO ACTIVELY MANAGED EXC

-3.68%

Shares260.1K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE PRICE EXCHANGE-TRADED

-0.47%

Shares282.3K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

10.74%

Shares62.3K

Event2026-06-30

Filed2026-07-29

SPHD

INVESCO EXCH TRADED FD TR II

7.01%

Shares94.7K

Event2026-06-30

Filed2026-07-29

XME

SPDR SERIES TRUST

-3.27%

Shares30.2K

Event2026-06-30

Filed2026-07-29

IXC

ISHARES TR

0.03%

Shares63.2K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-0.68%

Shares16.1K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

47.93%

Shares18.6K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-24.91%

Shares11.9K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.50%

Shares7.8K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

824.45%

Shares17.7K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

-3.27%

Shares20.6K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-0.53%

Shares35.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.01%

Shares15.8K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

-3.82%

Shares32.9K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-1.08%

Shares2.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

1.23%

Shares4.5K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

14.83%

Shares32.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-10.83%

Shares1.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

1.10%

Shares6.8K

Event2026-06-30

Filed2026-07-29

FSLR

FIRST SOLAR INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TR EXCHANGE TRADED FD

38954.76%

Shares16.4K

Event2026-06-30

Filed2026-07-29

ILF

ISHARES TR

0.09%

Shares36.5K

Event2026-06-30

Filed2026-07-29

MOO

VANECK ETF TRUST

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

-1.30%

Shares2.6K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

76.87%

Shares9.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

27.05%

Shares7.2K

Event2026-06-30

Filed2026-07-29

DEERE & CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

EUFN

ISHARES TR

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-29

IFN

ABERDEEN INDIA FD INC

-12.78%

Shares83.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.25%

Shares3.2K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-6.75%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-4.01%

Shares6.2K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

-2.37%

Shares10.3K

Event2026-06-30

Filed2026-07-29

CLX

CLOROX CO DEL

21.20%

Shares9.7K

Event2026-06-30

Filed2026-07-29

KHC

KRAFT HEINZ CO

8.24%

Shares38.1K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

0.00%

Shares955

Event2026-06-30

Filed2026-07-29

USA

LIBERTY ALL STAR EQUITY FD

1.94%

Shares151.2K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

2.87%

Shares3.7K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

CPB

THE CAMPBELLS COMPANY

27.12%

Shares38.4K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-5.04%

Shares3.9K

Event2026-06-30

Filed2026-07-29

USRT

ISHARES TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

7.32%

Shares11.7K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FLNG

FLEX LNG LTD

1.31%

Shares28.9K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

GAM

GENERAL AMERN INVS CO INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

8.57%

Shares988

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

58.57%

Shares13.5K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

20.34%

Shares27.2K

Event2026-06-30

Filed2026-07-29

VSS

VANGUARD INTL EQUITY INDEX F

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

3.83%

Shares1.8K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

EWZ

ISHARES INC

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

ICLN

ISHARES TR

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

VALE

VALE S A

-1.48%

Shares31.0K

Event2026-06-30

Filed2026-07-29

GAL

SSGA ACTIVE ETF TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

BP PLC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-29

URTH

ISHARES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

16.98%

Shares4.1K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-2.40%

Shares2.2K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

0.02%

Shares15.1K

Event2026-06-30

Filed2026-07-29

NOK

NOKIA CORP

New

Shares27.3K

Event2026-06-30

Filed2026-07-29

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

68.76%

Shares3.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

311.23%

Shares4.1K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

2260.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-29

ABRDN TOTAL DYNAMIC DIVIDEND

0.00%

Shares31.0K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.00%

Shares863

Event2026-06-30

Filed2026-07-29

HRL

HORMEL FOODS CORP

17.74%

Shares12.6K

Event2026-06-30

Filed2026-07-29

BSTZ

BLACKROCK SCIENCE & TECHNOLO

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

WPC

WP CAREY INC

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-29

FIDI

FIDELITY COVINGTON TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-29

HAL

HALLIBURTON CO

-23.94%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

19.80%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

0.00%

Shares700

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-8.58%

Shares2.7K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

454.02%

Shares2.7K

Event2026-06-30

Filed2026-07-29

BIPC

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

IDT

IDT CORP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ALAB

ASTERA LABS INC

-52.78%

Shares425

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

PBR

PETROLEO BRASILEIRO S A

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

6.51%

Shares2.6K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

602.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-4.01%

Shares575

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

0.00%

Shares845

Event2026-06-30

Filed2026-07-29

PMT

PENNYMAC MTG INVT TR

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

0.00%

Shares966

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

GTOP

GOLDMAN SACHS ETF TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-4.32%

Shares421

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.17%

Shares596

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

LPLA

LPL FINL HLDGS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

VAW

VANGUARD WORLD FD

0.00%

Shares571

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

JBS

JBS N.V.

-2.85%

Shares10.9K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.00%

Shares710

Event2026-06-30

Filed2026-07-29

3M CO

0.00%

Shares674

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-29

PDI

PIMCO DYNAMIC INCOME FD

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

RIO

RIO TINTO PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SPH

SUBURBAN PROPANE PARTNERS L

-88.24%

Shares5.5K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

190.22%

Shares1.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

0.00%

Shares215

Event2026-06-30

Filed2026-07-29

FIW

FIRST TR EXCHANGE-TRADED FD

0.12%

Shares825

Event2026-06-30

Filed2026-07-29

FAD

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares434

Event2026-06-30

Filed2026-07-29

BOEING CO

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

KRG

KITE REALTY GROUP TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

DEUTSCHE BK AG

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.00%

Shares217

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

245.00%

Shares966

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

146.81%

Shares348

Event2026-06-30

Filed2026-07-29

DUPONT DE NEMOURS INC

New

Shares566

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

139.74%

Shares549

Event2026-06-30

Filed2026-07-29

OXY

OCCIDENTAL PETE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

0.00%

Shares483

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

FUND

SPROTT FOCUS TR INC

1.48%

Shares7.3K

Event2026-06-30

Filed2026-07-29

SJM

SMUCKER J M CO

New

Shares600

Event2026-06-30

Filed2026-07-29

HTGC

HERCULES CAPITAL INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-29

AT&T INC

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares230

Event2026-06-30

Filed2026-07-29

PSA

PUBLIC STORAGE

-11.89%

Shares200

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

0.00%

Shares118

Event2026-06-30

Filed2026-07-29

VANECK ETF TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

42.37%

Shares1.3K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

0.00%

Shares439

Event2026-06-30

Filed2026-07-29

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TRI CONTL CORP

1.46%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.00%

Shares83

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares228

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

291.98%

Shares733

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

235.56%

Shares151

Event2026-06-30

Filed2026-07-29

IWV

ISHARES TR

0.00%

Shares126

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-71.43%

Shares80

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

New

Shares479

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

0.00%

Shares529

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

149.60%

Shares926

Event2026-06-30

Filed2026-07-29

RBRK

RUBRIK INC.

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

0.00%

Shares130

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

0.00%

Shares450

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

LYB

LYONDELLBASELL INDUSTRIES NV

-19.91%

Shares849

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares321

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

0.00%

Shares120

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP

120.00%

Shares110

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-29

SPYI

NEOS ETF TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

FSK

FS KKR CAP CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

XEL

XCEL ENERGY INC

0.00%

Shares520

Event2026-06-30

Filed2026-07-29

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

BIDD

BLACKROCK ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

0.97%

Shares311

Event2026-06-30

Filed2026-07-29

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

RMM

RIVERNORTH MANAGED DUR MUN I

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES TR

203.33%

Shares364

Event2026-06-30

Filed2026-07-29

BCX

BLACKROCK RES & COMMODITIES

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

THRO

BLACKROCK ETF TRUST

280.93%

Shares819

Event2026-06-30

Filed2026-07-29

BCS

BARCLAYS PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-29

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.00%

Shares83

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

63.44%

Shares152

Event2026-06-30

Filed2026-07-29

VSNT

VERSANT MEDIA GROUP INC

0.00%

Shares902

Event2026-06-30

Filed2026-07-29

EXC

EXELON CORP

0.87%

Shares694

Event2026-06-30

Filed2026-07-29

BLACKBERRY LTD

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

MFIC

MIDCAP FINANCIAL INVSTMNT CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

New

Shares115

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

186.21%

Shares83

Event2026-06-30

Filed2026-07-29

AXON

AXON ENTERPRISE INC

-50.00%

Shares50

Event2026-06-30

Filed2026-07-29

ROKU

ROKU INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

0.00%

Shares469

Event2026-06-30

Filed2026-07-29

SDIV

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AEHR

AEHR TEST SYS

New

Shares275

Event2026-06-30

Filed2026-07-29

GRAB

GRAB HOLDINGS LIMITED

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ZOOM COMMUNICATIONS INC

0.00%

Shares305

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.00%

Shares110

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

0.00%

Shares199

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

New

Shares500

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

150.00%

Shares250

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

0.00%

Shares139

Event2026-06-30

Filed2026-07-29

MKC

MCCORMICK & CO INC

80.46%

Shares471

Event2026-06-30

Filed2026-07-29

FUTY

FIDELITY COVINGTON TRUST

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TDF

TEMPLETON DRAGON FD INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

GNE

GENIE ENERGY LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

0.00%

Shares158

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC

-33.11%

Shares101

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

1.03%

Shares394

Event2026-06-30

Filed2026-07-29

UVV

UNIVERSAL CORP VA MTNS BK EN

100.00%

Shares400

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares282

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

125.00%

Shares72

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

35.76%

Shares205

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

0.00%

Shares140

Event2026-06-30

Filed2026-07-29

PSCT

INVESCO EXCH TRADED FD TR II

0.00%

Shares203

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

AAOI

APPLIED OPTOELECTRONICS INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-29

EWT

ISHARES INC

0.00%

Shares169

Event2026-06-30

Filed2026-07-29

FSSL

FS SPECIALTY LENDING FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

PYPL

PAYPAL HLDGS INC

0.00%

Shares418

Event2026-06-30

Filed2026-07-29

SIXG

ETF SER SOLUTIONS

0.00%

Shares181

Event2026-06-30

Filed2026-07-29

CORTEVA INC

0.00%

Shares202

Event2026-06-30

Filed2026-07-29

SONY

SONY GROUP CORP

0.00%

Shares845

Event2026-06-30

Filed2026-07-29

KBWB

INVESCO EXCH TRADED FD TR II

0.00%

Shares180

Event2026-06-30

Filed2026-07-29

ATO

ATMOS ENERGY CORP

0.00%

Shares97

Event2026-06-30

Filed2026-07-29

IAGG

ISHARES TR

86.93%

Shares329

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

0.00%

Shares115

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

35.50%

Shares313

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

0.00%

Shares150

Event2026-06-30

Filed2026-07-29

IREN

IREN LIMITED

New

Shares350

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

0.00%

Shares318

Event2026-06-30

Filed2026-07-29

AMERICAN AIRLINES GROUP INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

MOD

MODINE MFG CO

0.00%

Shares54

Event2026-06-30

Filed2026-07-29

VICI

VICI PPTYS INC

549.40%

Shares539

Event2026-06-30

Filed2026-07-29

GEHC

GE HEALTHCARE TECHNOLOGIES I

81.20%

Shares212

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

GLXY

GALAXY DIGITAL INC.

0.00%

Shares490

Event2026-06-30

Filed2026-07-29

SOLV

SOLVENTUM CORP

0.00%

Shares168

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

New

Shares133

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-70.00%

Shares15

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.00%

Shares60

Event2026-06-30

Filed2026-07-29

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares130

Event2026-06-30

Filed2026-07-29

YOU

CLEAR SECURE INC

New

Shares201

Event2026-06-30

Filed2026-07-29

EWY

ISHARES INC

New

Shares55

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

New

Shares89

Event2026-06-30

Filed2026-07-29

EEMS

ISHARES INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

0.00%

Shares125

Event2026-06-30

Filed2026-07-29

HIMU

BLACKROCK ETF TRUST II

New

Shares216

Event2026-06-30

Filed2026-07-29

RKLB

ROCKET LAB CORP

90.91%

Shares105

Event2026-06-30

Filed2026-07-29

CBRL

CRACKER BARREL OLD CTRY STOR

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

0.00%

Shares33

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

0.00%

Shares28

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

New

Shares130

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-29

WSO

WATSCO INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

0.00%

Shares52

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares50

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares176

Event2026-06-30

Filed2026-07-29

NTRA

NATERA INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

1.37%

Shares222

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

0.00%

Shares103

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares35

Event2026-06-30

Filed2026-07-29

BETR

BETTER HOME & FINANCE HOLDIN

0.00%

Shares285

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

0.00%

Shares46

Event2026-06-30

Filed2026-07-29

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares59

Event2026-06-30

Filed2026-07-29

XYZ

BLOCK INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares33

Event2026-06-30

Filed2026-07-29

BLOOM ENERGY CORP

New

Shares25

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-29

BARRICK MNG CORP

0.00%

Shares204

Event2026-06-30

Filed2026-07-29

ADOBE INC

0.00%

Shares36

Event2026-06-30

Filed2026-07-29

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares277

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

0.00%

Shares56

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

BLCR

BLACKROCK ETF TRUST

New

Shares143

Event2026-06-30

Filed2026-07-29

ALC

ALCON AG

0.00%

Shares107

Event2026-06-30

Filed2026-07-29

STE

STERIS PLC

0.00%

Shares34

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

0.00%

Shares143

Event2026-06-30

Filed2026-07-29

SIMO

SILICON MOTION TECHNOLOGY CO

0.00%

Shares21

Event2026-06-30

Filed2026-07-29

TSCO

TRACTOR SUPPLY CO

0.00%

Shares220

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

0.00%

Shares27

Event2026-06-30

Filed2026-07-29

BNS

BANK NOVA SCOTIA B C

0.00%

Shares75

Event2026-06-30

Filed2026-07-29

TORONTO DOMINION BK ONT

0.00%

Shares52

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MILLS INC

0.00%

Shares180

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

96.00%

Shares49

Event2026-06-30

Filed2026-07-29

GSK PLC

0.85%

Shares118

Event2026-06-30

Filed2026-07-29

RFL

RAFAEL HLDGS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

NLOP

NET LEASE OFFICE PROPERTIES

0.00%

Shares544

Event2026-06-30

Filed2026-07-29

FICO

FAIR ISAAC CORP

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

ARK ETF TR

0.00%

Shares45

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

New

Shares23

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.00%

Shares71

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares96

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

19.14%

Shares249

Event2026-06-30

Filed2026-07-29

BLOK

AMPLIFY ETF TR

0.00%

Shares90

Event2026-06-30

Filed2026-07-29

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares41

Event2026-06-30

Filed2026-07-29

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares100

Event2026-06-30

Filed2026-07-29

VISA INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-29

DOW

DOW HLDGS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

0.00%

Shares60

Event2026-06-30

Filed2026-07-29

EMB

ISHARES TR

12.00%

Shares56

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

1.20%

Shares84

Event2026-06-30

Filed2026-07-29

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

JKHY

HENRY JACK & ASSOC INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-29

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

CHD

CHURCH & DWIGHT CO INC

2.00%

Shares51

Event2026-06-30

Filed2026-07-29

DBRG

DIGITALBRIDGE GROUP INC

0.00%

Shares303

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.00%

Shares16

Event2026-06-30

Filed2026-07-29

ASTS

AST SPACEMOBILE INC

-86.21%

Shares52

Event2026-06-30

Filed2026-07-29

PTON

PELOTON INTERACTIVE INC

0.00%

Shares780

Event2026-06-30

Filed2026-07-29

IDEF

BLACKROCK ETF TRUST

New

Shares138

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

New

Shares51

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

PNW

PINNACLE WEST CAP CORP

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

LAZ

LAZARD INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

SYSB

ISHARES TR

20.51%

Shares47

Event2026-06-30

Filed2026-07-29

DOCS

DOXIMITY INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-29

QTUM

ETF SER SOLUTIONS

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

DRI

DARDEN RESTAURANTS INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

38.46%

Shares36

Event2026-06-30

Filed2026-07-29

POOL CORP

0.00%

Shares19

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

INTU

INTUIT

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

GPRO

GOPRO INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

0.00%

Shares30

Event2026-06-30

Filed2026-07-29

BDX

BECTON DICKINSON & CO

0.00%

Shares24

Event2026-06-30

Filed2026-07-29

BHRB

BURKE HERBERT FINL SVCS CORP

New

Shares50

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

0.00%

Shares39

Event2026-06-30

Filed2026-07-29

BLV

VANGUARD BD INDEX FDS

0.00%

Shares51

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

PLAB

PHOTRONICS INC

0.00%

Shares104

Event2026-06-30

Filed2026-07-29

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares29

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

ZOETIS INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

New

Shares21

Event2026-06-30

Filed2026-07-29

HEI.A

HEICO CORP NEW

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

VLTO

VERALTO CORP

0.00%

Shares34

Event2026-06-30

Filed2026-07-29

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

0.00%

Shares14

Event2026-06-30

Filed2026-07-29

PSKY

PARAMOUNT SKYDANCE CORP

0.00%

Shares280

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

1.19%

Shares85

Event2026-06-30

Filed2026-07-29

PRNT

ARK ETF TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

CHEWY INC

0.00%

Shares124

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

AME

AMETEK INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares120

Event2026-06-30

Filed2026-07-29

MICROCHIP TECHNOLOGY INC.

0.00%

Shares26

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

New

Shares24

Event2026-06-30

Filed2026-07-29

CMC

COMMERCIAL METALS CO

0.00%

Shares36

Event2026-06-30

Filed2026-07-29

FMC

FMC CORP

0.00%

Shares195

Event2026-06-30

Filed2026-07-29

BKU

BANKUNITED INC

0.00%

Shares46

Event2026-06-30

Filed2026-07-29

CINF

CINCINNATI FINL CORP

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

0.00%

Shares47

Event2026-06-30

Filed2026-07-29

ABR

ARBOR REALTY TRUST INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

New

Shares28

Event2026-06-30

Filed2026-07-29

UNITY SOFTWARE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-29

UBS

UBS GROUP AG

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

FNDE

SCHWAB STRATEGIC TR

New

Shares49

Event2026-06-30

Filed2026-07-29

ILMN

ILLUMINA INC

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

ELVR

ELEVRA LITHIUM LTD

New

Shares28

Event2026-06-30

Filed2026-07-29

LEN

LENNAR CORP

0.00%

Shares21

Event2026-06-30

Filed2026-07-29

FNB

F N B CORP

0.00%

Shares99

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

DINO

HF SINCLAIR CORP

0.00%

Shares26

Event2026-06-30

Filed2026-07-29

RPM

RPM INTL INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-29

ADSK

AUTODESK INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

New

Shares37

Event2026-06-30

Filed2026-07-29

CFR

CULLEN FROST BANKERS INC

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

SAP

SAP SE

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

OSK

OSHKOSH CORP

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

CORO

BLACKROCK ETF TRUST

New

Shares37

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

SNY

SANOFI SA

0.00%

Shares30

Event2026-06-30

Filed2026-07-29

EXE

EXPAND ENERGY CORPORATION

0.00%

Shares14

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

BIO

BIO RAD LABS INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-29

WAT

WATERS CORP

0.00%

Shares3

Event2026-06-30

Filed2026-07-29

MRNA

MODERNA INC

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

COLB

COLUMBIA BKG SYS INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-29

BAM

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares22

Event2026-06-30

Filed2026-07-29

PPC

PILGRIMS PRIDE CORP

0.00%

Shares34

Event2026-06-30

Filed2026-07-29

CPNG

COUPANG INC

-62.07%

Shares55

Event2026-06-30

Filed2026-07-29

AGI

ALAMOS GOLD INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-29

TEX

TEREX CORP NEW

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

ELS

EQUITY LIFESTYLE PROPERTIES

0.00%

Shares14

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares4

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares4

Event2026-06-30

Filed2026-07-29

VTRS

VIATRIS INC

0.00%

Shares49

Event2026-06-30

Filed2026-07-29

XOMETRY INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-29

PINS

PINTEREST INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-29

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

BLACKLINE INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-29

CONSTELLATION BRANDS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

CBSH

COMMERCE BANCSHARES INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

CCI

CROWN CASTLE INC

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

CWST

CASELLA WASTE SYS INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

BRKR

BRUKER CORP

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

AMCOR PLC

0.00%

Shares15

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

KMX

CARMAX INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

TFX

TELEFLEX INCORPORATED

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

BLFS

BIOLIFE SOLUTIONS INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-29

RGEN

REPLIGEN CORP

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

SBAC

SBA COMMUNICATIONS CORP

0.00%

Shares3

Event2026-06-30

Filed2026-07-29

SPSM

SPDR SERIES TRUST

0.00%

Shares9

Event2026-06-30

Filed2026-07-29

KBE

SPDR SERIES TRUST

-98.39%

Shares7

Event2026-06-30

Filed2026-07-29

ETSY INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

NIO INC

New

Shares69

Event2026-06-30

Filed2026-07-29

LULU

LULULEMON ATHLETICA INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-29

MRP

MILLROSE PPTYS INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

ICVT

ISHARES TR

New

Shares2

Event2026-06-30

Filed2026-07-29

QDEL

QUIDELORTHO CORP

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

PBA

PEMBINA PIPELINE CORP

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

INSP

INSPIRE MED SYS INC

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

OGN

ORGANON & CO

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

AWAY

AMPLIFY ETF TR

0.00%

Shares7

Event2026-06-30

Filed2026-07-29

EAF

GRAFTECH INTL LTD SR NT

0.00%

Shares13

Event2026-06-30

Filed2026-07-29

BYND

BEYOND MEAT INC

New

Shares40

Event2026-06-30

Filed2026-07-29

OTLY

OATLY GROUP AB

New

Shares3

Event2026-06-30

Filed2026-07-29

GRWG

GROWGENERATION CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-29

EAD

ALLSPRING INCOME OPPORTUNIT

0.00%

Shares1

Event2026-06-30

Filed2026-07-29

TLRY

TILRAY BRANDS INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available