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The Analysis of ALBION FINANCIAL GROUP /UT's Holdings & P&L

Currently, ALBION FINANCIAL GROUP /UT holds 652 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in SGOV (+354.0K shares, valued at $35.6M), N/A (+141.3K shares, valued at $12.4M), N/A (+29.3K shares, valued at $6.6M); decreased their positions in IWR (-337.4K shares, valued at $37.2M), PEP (-41.4K shares, valued at $5.6M), N/A (-13.7K shares, valued at $5.2M); initiated new positions in N/A (+29.3K shares, valued at $6.6M), N/A (+29.1K shares, valued at $6.4M), ARM (+1.2K shares, valued at $425.5K).

1M P&L

+45.4M+3.17%

3M P&L

+49.2M+3.45%

HY P&L

+120.1M+8.85%

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/A758.3M

51.7%

2Consumer Electronics95.4M

6.5%

3Semiconductors78.7M

5.4%

Top Industries by Stock Count

1N/A167 stocks

29.2%

2Semiconductors18 stocks

3.2%

3Specialty Industrial Machinery16 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS345.1K shares1.72%2026-06-302026-07-22

AAPL APPLE INC329.7K shares0.61%2026-06-302026-07-22

GOOGL ALPHABET INC187.5K shares0.94%2026-06-302026-07-22

AMZN AMAZON COM INC244.3K shares-1.00%2026-06-302026-07-22

IWR ISHARES TR519.9K shares-39.36%2026-06-302026-07-22

NVDA NVIDIA CORPORATION280.0K shares-2.51%2026-06-302026-07-22

MSFT MICROSOFT CORP124.8K shares-2.13%2026-06-302026-07-22

IJR ISHARES TR279.0K shares-1.26%2026-06-302026-07-22

Sponsored

VGIT VANGUARD SCOTTSDALE FDS670.1K shares5.35%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F444.4K shares0.45%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR1.2M shares15.13%2026-06-302026-07-22

SGOV ISHARES TR354.4K shares85291.08%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC290.7K shares-12.57%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS397.6K shares4.14%2026-06-302026-07-22

BROADCOM INC BROADCOM INC81.9K shares-14.33%2026-06-302026-07-22

JAAA JANUS DETROIT STR TR603.9K shares4.53%2026-06-302026-07-22

Sponsored

JMBS JANUS DETROIT STR TR676.0K shares4.83%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO92.2K shares0.09%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T38.1K shares-0.04%2026-06-302026-07-22

BLK BLACKROCK INC25.3K shares0.23%2026-06-302026-07-22

QQQ INVESCO QQQ TR32.2K shares-1.07%2026-06-302026-07-22

VISA INC VISA INC67.8K shares-0.25%2026-06-302026-07-22

IBB ISHARES TR119.6K shares-0.43%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION22.0K shares0.54%2026-06-302026-07-22

Sponsored

GE GE AEROSPACE53.1K shares0.17%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL38.5K shares0.41%2026-06-302026-07-22

QUANTA SVCS INC QUANTA SVCS INC26.3K shares0.66%2026-06-302026-07-22

C CITIGROUP INC134.7K shares4.14%2026-06-302026-07-22

TJX TJX COS INC NEW111.6K shares-1.73%2026-06-302026-07-22

APH AMPHENOL CORP90.9K shares-0.08%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS66.7K shares14.80%2026-06-302026-07-22

SBUX STARBUCKS CORP147.2K shares0.95%2026-06-302026-07-22

Sponsored

LMT LOCKHEED MARTIN CORP28.4K shares-0.56%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST160.5K shares738.68%2026-06-302026-07-22

GEV GE VERNOVA INC11.9K shares-0.66%2026-06-302026-07-22

HD HOME DEPOT INC37.9K shares2.57%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC23.3K shares-0.22%2026-06-302026-07-22

JUST GOLDMAN SACHS ETF TR118.4K shares1.04%2026-06-302026-07-22

MS MORGAN STANLEY59.6K shares-0.41%2026-06-302026-07-22

MUB ISHARES TR115.6K shares1.61%2026-06-302026-07-22

Sponsored

UBER UBER TECHNOLOGIES INC168.8K shares0.76%2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC24.2K shares-0.68%2026-06-302026-07-22

DIS DISNEY WALT CO109.7K shares3.55%2026-06-302026-07-22

PEP PEPSICO INC76.2K shares-35.20%2026-06-302026-07-22

TXN TEXAS INSTRS INC30.3K shares2.31%2026-06-302026-07-22

PWRD TCW ETF TRUST72.2K shares0.79%2026-06-302026-07-22

PABU ISHARES TR115.7K shares3.48%2026-06-302026-07-22

AMGN AMGEN INC24.3K shares0.71%2026-06-302026-07-22

Sponsored

UNP UNION PAC CORP31.5K shares0.49%2026-06-302026-07-22

DGRW WISDOMTREE TR85.3K shares-0.01%2026-06-302026-07-22

QCOM QUALCOMM INC43.6K shares0.69%2026-06-302026-07-22

MCD MCDONALDS CORP28.1K shares-0.30%2026-06-302026-07-22

WEC WEC ENERGY GROUP INC64.3K shares1.89%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO77.0K shares0.84%2026-06-302026-07-22

RSG REPUBLIC SVCS INC34.0K shares-32.17%2026-06-302026-07-22

SHE SPDR SERIES TRUST46.4K shares3.84%2026-06-302026-07-22

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC29.3K sharesnew addition2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC29.1K sharesnew addition2026-06-302026-07-22

PRFZ INVESCO EXCHANGE TRADED FD T112.2K shares0.00%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F120.9K shares3.52%2026-06-302026-07-22

CRM SALESFORCE INC34.5K shares15.38%2026-06-302026-07-22

AFL AFLAC INC45.4K shares1.53%2026-06-302026-07-22

DVY ISHARES TR32.9K shares-0.11%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC63.2K shares-5.90%2026-06-302026-07-22

Sponsored

ED CONSOLIDATED EDISON INC43.8K shares1.11%2026-06-302026-07-22

ABBVIE INC ABBVIE INC18.9K shares0.27%2026-06-302026-07-22

GOOG ALPHABET INC13.3K shares1.11%2026-06-302026-07-22

MAIN MAIN STR CAP CORP88.1K shares1.36%2026-06-302026-07-22

PAYX PAYCHEX INC46.3K shares4.96%2026-06-302026-07-22

TGT TARGET CORP32.0K shares0.85%2026-06-302026-07-22

MRK MERCK & CO INC30.5K shares0.79%2026-06-302026-07-22

PG PROCTER & GAMBLE CO26.0K shares0.78%2026-06-302026-07-22

Sponsored

CVX CHEVRON CORPORATION22.6K shares4.20%2026-06-302026-07-22

DMXF ISHARES TR38.7K shares0.44%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON11.1K shares6.17%2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP24.5K shares72.83%2026-06-302026-07-22

IVW ISHARES TR18.2K shares-66.86%2026-06-302026-07-22

TSLA TESLA INC5.9K shares-0.30%2026-06-302026-07-22

SRLN SSGA ACTIVE ETF TR61.5K shares10.07%2026-06-302026-07-22

BBHY J P MORGAN EXCHANGE TRADED F52.8K shares8.13%2026-06-302026-07-22

Sponsored

GPC GENUINE PARTS CO19.8K shares13.26%2026-06-302026-07-22

NNN NNN REIT INC48.5K shares4.70%2026-06-302026-07-22

EWC ISHARES INC39.0K shares0.00%2026-06-302026-07-22

WSM WILLIAMS SONOMA INC9.3K shares-2.26%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares14.90%2026-06-302026-07-22

CRBN ISHARES TR7.3K shares0.36%2026-06-302026-07-22

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC104.3K shares0.79%2026-06-302026-07-22

PGX INVESCO EXCH TRADED FD TR II163.0K shares15.75%2026-06-302026-07-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.8K shares0.00%2026-06-302026-07-22

SUSB ISHARES TR64.5K shares9.50%2026-06-302026-07-22

ECL ECOLAB INC5.4K shares-1.09%2026-06-302026-07-22

LLY ELI LILLY & CO1.2K shares9.11%2026-06-302026-07-22

ALPS ETF TR ALPS ETF TR27.9K shares7.67%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP10.5K shares0.00%2026-06-302026-07-22

AEP AMERICAN ELEC PWR CO INC10.2K shares-0.08%2026-06-302026-07-22

ABT ABBOTT LABORATORIES15.3K shares1.76%2026-06-302026-07-22

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC10.2K shares29.82%2026-06-302026-07-22

FSS FEDERAL SIGNAL CORP10.0K shares-0.63%2026-06-302026-07-22

AWK AMERICAN WTR WKS CO INC NEW9.8K shares0.07%2026-06-302026-07-22

VGT VANGUARD WORLD FD10.4K shares749.31%2026-06-302026-07-22

SPYD SPDR SERIES TRUST25.5K shares-28.44%2026-06-302026-07-22

EVRG EVERGY INC13.7K shares-0.05%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC1.0K shares-2.85%2026-06-302026-07-22

PM PHILIP MORRIS INTL INC6.3K shares-0.03%2026-06-302026-07-22

Sponsored

ITOT ISHARES TR6.9K shares0.00%2026-06-302026-07-22

TY TRI CONTL CORP29.9K shares-1.80%2026-06-302026-07-22

XYL XYLEM INC8.7K shares-0.40%2026-06-302026-07-22

DUK DUKE ENERGY CORP NEW8.0K shares0.00%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC11.6K shares2.52%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC1.8K shares135.67%2026-06-302026-07-22

HDV ISHARES TR35.6K shares387.13%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares0.00%2026-06-302026-07-22

Sponsored

BIZD VANECK ETF TRUST75.5K shares11.38%2026-06-302026-07-22

EWA ISHARES INC33.2K shares0.00%2026-06-302026-07-22

GEHC GE HEALTHCARE TECHNOLOGIES I13.6K shares0.00%2026-06-302026-07-22

GLW CORNING INC3.4K shares4.73%2026-06-302026-07-22

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1.0K shares0.00%2026-06-302026-07-22

PTON PELOTON INTERACTIVE INC145.0K shares0.00%2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN3.7K shares2.41%2026-06-302026-07-22

CUT INVESCO EXCH TRADED FD TR II28.8K shares0.00%2026-06-302026-07-22

Sponsored

BAC BANK OF AMER CORP13.9K shares0.00%2026-06-302026-07-22

TSCO TRACTOR SUPPLY CO25.0K shares0.00%2026-06-302026-07-22

GLD SPDR GOLD TR2.1K shares0.00%2026-06-302026-07-22

KRMD KORU MEDICAL SYSTEMS INC186.4K shares-13.86%2026-06-302026-07-22

DLR DIGITAL RLTY TR INC4.3K shares0.00%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-22

DGRO ISHARES TR9.8K shares-5.43%2026-06-302026-07-22

INTC INTEL CORP5.2K shares24.01%2026-06-302026-07-22

Sponsored

IJH ISHARES TR9.1K shares-0.30%2026-06-302026-07-22

VGSH VANGUARD SCOTTSDALE FDS11.0K shares-1.57%2026-06-302026-07-22

ARES CAPITAL CORP ARES CAPITAL CORP31.3K shares-18.07%2026-06-302026-07-22

GBDC GOLUB CAP BDC INC38.7K shares-4.55%2026-06-302026-07-22

CIEN CIENA CORP1.0K shares0.00%2026-06-302026-07-22

JQUA J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2026-06-302026-07-22

JPUS J P MORGAN EXCHANGE TRADED F3.2K shares0.00%2026-06-302026-07-22

DELL DELL TECHNOLOGIES INC1.0K shares0.00%2026-06-302026-07-22

Sponsored

ORACLE CORP ORACLE CORP2.9K shares-9.30%2026-06-302026-07-22

ARM ARM HOLDINGS PLC1.2K sharesnew addition2026-06-302026-07-22

MO ALTRIA GROUP INC5.9K shares0.00%2026-06-302026-07-22

SDY SPDR SERIES TRUST2.7K shares-1.28%2026-06-302026-07-22

IWM ISHARES TR1.3K shares-3.98%2026-06-302026-07-22

ONEQ FIDELITY COMWLTH TR3.9K shares-1.03%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC548 shares0.00%2026-06-302026-07-22

COHR COHERENT CORP1.0K shares0.00%2026-06-302026-07-22

Sponsored

VZ VERIZON COMMUNICATIONS INC9.2K shares-0.42%2026-06-302026-07-22

JAVA J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2026-06-302026-07-22

ADOBE INC ADOBE INC1.8K shares0.00%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST8.3K shares0.00%2026-06-302026-07-22

CLS CELESTICA INC1.0K shares0.00%2026-06-302026-07-22

EWH ISHARES INC17.1K shares0.00%2026-06-302026-07-22

SDVY FIRST TR EXCHANGE TRADED FD8.3K shares0.00%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR10.5K shares0.00%2026-06-302026-07-22

Sponsored

VIS VANGUARD WORLD FD981 shares0.00%2026-06-302026-07-22

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-06-302026-07-22

IUSG ISHARES TR1.8K shares-0.11%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR9.2K shares-0.46%2026-06-302026-07-22

WFC WELLS FARGO & CO4.1K shares0.00%2026-06-302026-07-22

IWF ISHARES TR2.7K shares1427.27%2026-06-302026-07-22

KO COCA COLA CO4.1K shares-11.91%2026-06-302026-07-22

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-06-302026-07-22

Sponsored

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L8.3K shares-0.06%2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL317 shares0.00%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-22

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-07-22

MPC MARATHON PETE CORP1.2K shares0.00%2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC1.0K shares0.00%2026-06-302026-07-22

SOFI SOFI TECHNOLOGIES INC16.4K shares0.00%2026-06-302026-07-22

Sponsored

MDLZ MONDELEZ INTL INC4.9K shares0.00%2026-06-302026-07-22

NBIS NEBIUS GROUP N.V.1.0K shares0.00%2026-06-302026-07-22

PFFD GLOBAL X FDS14.6K shares59.43%2026-06-302026-07-22

CRDO CREDO TECHNOLOGY GROUP HOLDI1.0K shares0.00%2026-06-302026-07-22

TSEM TOWER SEMICONDUCTOR LTD1.0K shares-1.67%2026-06-302026-07-22

VTEC VANGUARD CALIF TAX FREE FDS2.6K shares118.57%2026-06-302026-07-22

VUG VANGUARD INDEX FDS2.9K shares499.39%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO736 shares24.96%2026-06-302026-07-22

Sponsored

PGR PROGRESSIVE CORP1.1K shares0.00%2026-06-302026-07-22

IWD ISHARES TR1.0K sharesnew addition2026-06-302026-07-22

DHR DANAHER CORP DEL1.3K shares0.00%2026-06-302026-07-22

IWV ISHARES TR558 shares0.00%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F4.5K shares-32.10%2026-06-302026-07-22

SMH VANECK ETF TRUST340 shares1600.00%2026-06-302026-07-22

CBRS CEREBRAS SYSTEMS INC1.0K sharesnew addition2026-06-302026-07-22

FTGS FIRST TR EXCHANGE-TRADED FD5.7K shares0.00%2026-06-302026-07-22

Sponsored

SYK STRYKER CORPORATION665 shares0.00%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION1.1K shares-1.03%2026-06-302026-07-22

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V690 shares0.00%2026-06-302026-07-22

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.1K sharesnew addition2026-06-302026-07-22

TRVI TREVI THERAPEUTICS INC10.0K sharesnew addition2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC184 shares0.00%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS2.5K sharesnew addition2026-06-302026-07-22

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION1.6K shares0.00%2026-06-302026-07-22

Sponsored

VXUS VANGUARD STAR FDS2.1K sharesnew addition2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR1.1K shares0.00%2026-06-302026-07-22

OKE ONEOK INC NEW2.0K shares0.00%2026-06-302026-07-22

WMT WALMART INC1.5K shares24.41%2026-06-302026-07-22

GOVT ISHARES TR7.6K shares8.43%2026-06-302026-07-22

PFE PFIZER INC7.1K shares0.00%2026-06-302026-07-22

ERTH INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2026-06-302026-07-22

DE DEERE & CO262 shares0.00%2026-06-302026-07-22

Sponsored

SLV ISHARES SILVER TR3.1K shares0.00%2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS3.4K shares5218.75%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.4K shares-41.49%2026-06-302026-07-22

ETFS GOLD TR ETFS GOLD TR4.2K shares0.00%2026-06-302026-07-22

RGTI RIGETTI COMPUTING INC8.3K shares0.00%2026-06-302026-07-22

LHX L3HARRIS TECHNOLOGIES INC530 shares38.02%2026-06-302026-07-22

FTCS FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED298 shares19.68%2026-06-302026-07-22

Sponsored

AAOI APPLIED OPTOELECTRONICS INC1.0K shares0.00%2026-06-302026-07-22

ADI ANALOG DEVICES INC331 shares280.46%2026-06-302026-07-22

ALL ALLSTATE CORP552 shares0.00%2026-06-302026-07-22

FTNJ PUTNAM ETF TRUST14.1K shares903.57%2026-06-302026-07-22

EFA ISHARES TR1.2K shares0.00%2026-06-302026-07-22

IJT ISHARES TR679 shares319.14%2026-06-302026-07-22

ASML ASML HLDG NV60 shares0.00%2026-06-302026-07-22

JPME J P MORGAN EXCHANGE TRADED F936 shares0.00%2026-06-302026-07-22

Sponsored

AVIG AMERICAN CENTY ETF TR2.8K shares0.00%2026-06-302026-07-22

HUT HUT 8 CORP1.0K shares0.00%2026-06-302026-07-22

IJJ ISHARES TR775 shares0.00%2026-06-302026-07-22

FAN FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2026-06-302026-07-22

QSPT FIRST TR EXCHNG TRADED FD VI3.2K shares0.00%2026-06-302026-07-22

UL UNILEVER PLC1.8K shares-1.76%2026-06-302026-07-22

VB VANGUARD INDEX FDS360 shares0.00%2026-06-302026-07-22

SYY SYSCO CORP1.3K shares0.00%2026-06-302026-07-22

Sponsored

IGIB ISHARES TR2.0K shares0.00%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC324 shares0.00%2026-06-302026-07-22

CAT CATERPILLAR INC100 shares0.00%2026-06-302026-07-22

RIO RIO TINTO PLC1.1K shares-0.36%2026-06-302026-07-22

YUM YUM BRANDS INC656 shares0.00%2026-06-302026-07-22

TTEK TETRA TECH INC NEW3.6K shares0.00%2026-06-302026-07-22

TMC TMC THE METALS COMPANY INC23.2K shares0.00%2026-06-302026-07-22

GNRC GENERAC HLDGS INC350 shares0.00%2026-06-302026-07-22

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CEG CONSTELLATION ENERGY CORP412 shares34.64%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC132 shares0.00%2026-06-302026-07-22

XLRE SELECT SECTOR SPDR TR2.3K shares0.00%2026-06-302026-07-22

LIN LINDE PLC190 shares146.75%2026-06-302026-07-22

WMB WILLIAMS COS INC1.3K shares-0.16%2026-06-302026-07-22

JPSE J P MORGAN EXCHANGE TRADED F1.6K shares0.00%2026-06-302026-07-22

S&P GLOBAL INC S&P GLOBAL INC228 shares26.67%2026-06-302026-07-22

ADM ARCHER DANIELS MIDLAND CO1.2K shares0.00%2026-06-302026-07-22

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DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2026-06-302026-07-22

PFF ISHARES TR3.0K shares0.00%2026-06-302026-07-22

FSEP FIRST TR EXCHNG TRADED FD VI1.6K shares0.00%2026-06-302026-07-22

LRCX LAM RESEARCH CORP191 shares107.61%2026-06-302026-07-22

GENB GENERATE BIOMEDICINES INC4.9K shares0.00%2026-06-302026-07-22

VRSK VERISK ANALYTICS INC450 shares0.00%2026-06-302026-07-22

PLD PROLOGIS INC.593 shares32.07%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED232 shares41.46%2026-06-302026-07-22

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FI FISERV INC1.6K shares-18.49%2026-06-302026-07-22

EMXC ISHARES INC735 shares0.00%2026-06-302026-07-22

VDC VANGUARD WORLD FD332 shares0.00%2026-06-302026-07-22

VIRT VIRTU FINL INC1.3K shares0.00%2026-06-302026-07-22

GILD GILEAD SCIENCES INC577 shares0.00%2026-06-302026-07-22

3M CO 3M CO450 shares0.00%2026-06-302026-07-22

BK BANK OF NY MELLON CORP500 shares0.00%2026-06-302026-07-22

PSX PHILLIPS 66409 shares317.35%2026-06-302026-07-22

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WASTE MGMT INC DEL WASTE MGMT INC DEL304 shares0.00%2026-06-302026-07-22

CMCSA COMCAST CORP NEW2.7K shares-1.43%2026-06-302026-07-22

SKYY FIRST TR EXCHANGE-TRADED FD488 shares0.00%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS1.3K shares0.00%2026-06-302026-07-22

BN BROOKFIELD CORP1.5K shares0.00%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.890 shares0.00%2026-06-302026-07-22

BB BLACKBERRY LTD5.0K sharesnew addition2026-06-302026-07-22

IRM IRON MTN INC DEL500 shares0.00%2026-06-302026-07-22

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JEF JEFFERIES FINANCIAL GROUP IN1.3K shares0.00%2026-06-302026-07-22

PEG PUBLIC SVC ENTERPRISE GROUP762 shares0.00%2026-06-302026-07-22

VXF VANGUARD INDEX FDS250 shares0.00%2026-06-302026-07-22

ET ENERGY TRANSFER L P3.2K shares1.67%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS627 shares0.00%2026-06-302026-07-22

AKRE PROFESIONALLY MANAGED PORTFO1.1K shares0.00%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 4085 shares0.00%2026-06-302026-07-22

CP CANADIAN PACIFIC KANSAS CITY640 shares0.00%2026-06-302026-07-22

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AVLV AMERICAN CENTY ETF TR607 sharesnew addition2026-06-302026-07-22

FDN FIRST TR EXCHANGE-TRADED FD206 shares0.00%2026-06-302026-07-22

SHEL SHELL PLC702 shares-3.70%2026-06-302026-07-22

MSI MOTOROLA SOLUTIONS INC131 shares0.00%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS760 shares0.00%2026-06-302026-07-22

IONQ INC IONQ INC1.0K sharesnew addition2026-06-302026-07-22

GWW WW GRAINGER INC39 shares875.00%2026-06-302026-07-22

PGC PEAPACK-GLADSTONE FINL CORP1.1K shares0.00%2026-06-302026-07-22

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XLF SELECT SECTOR SPDR TR950 shares9400.00%2026-06-302026-07-22

HPE HEWLETT PACKARD ENTERPRISE C1.1K shares0.00%2026-06-302026-07-22

BA BOEING CO231 shares0.00%2026-06-302026-07-22

DAL DELTA AIR LINES INC523 shares-65.66%2026-06-302026-07-22

VRT VERTIV HOLDINGS CO144 shares0.00%2026-06-302026-07-22

CLRO CLEARONE INC14.5K shares0.00%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO800 shares0.00%2026-06-302026-07-22

IWP ISHARES TR313 shares-33.55%2026-06-302026-07-22

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GL GLOBE LIFE INC251 shares0.00%2026-06-302026-07-22

NVS NOVARTIS AG281 shares0.00%2026-06-302026-07-22

STT STATE STR CORP256 shares0.00%2026-06-302026-07-22

XLP SELECT SECTOR SPDR TR522 sharesnew addition2026-06-302026-07-22

MCO MOODYS CORP95 shares0.00%2026-06-302026-07-22

GD GENERAL DYNAMICS CORP120 shares650.00%2026-06-302026-07-22

AIVL WISDOMTREE TR310 shares-3.13%2026-06-302026-07-22

UDR UDR INC1.0K shares0.00%2026-06-302026-07-22

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AMERIPRISE FINL INC AMERIPRISE FINL INC87 shares0.00%2026-06-302026-07-22

PPG PPG INDS INC318 shares-4.22%2026-06-302026-07-22

KHC KRAFT HEINZ CO1.6K shares-3.60%2026-06-302026-07-22

CMI CUMMINS INC53 shares0.00%2026-06-302026-07-22

IEF ISHARES TR399 sharesnew addition2026-06-302026-07-22

GIS GENERAL MILLS INC1.1K shares-1.74%2026-06-302026-07-22

APLD APPLIED DIGITAL CORP1.0K shares0.00%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR1.3K shares0.00%2026-06-302026-07-22

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NOC NORTHROP GRUMMAN CORP71 shares0.00%2026-06-302026-07-22

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EMR EMERSON ELEC CO251 sharesnew addition2026-06-302026-07-22

CSX CSX CORP750 shares-2.85%2026-06-302026-07-22

COP CONOCOPHILLIPS342 shares0.00%2026-06-302026-07-22

COF CAPITAL ONE FINL CORP176 shares-21.43%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC83 shares196.43%2026-06-302026-07-22

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ASTRAZENECA PLC ASTRAZENECA PLC181 shares0.00%2026-06-302026-07-22

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CORTEVA INC CORTEVA INC402 shares0.00%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC138 shares64.29%2026-06-302026-07-22

MET METLIFE INC400 shares0.00%2026-06-302026-07-22

KB KB FINL GROUP INC322 sharesnew addition2026-06-302026-07-22

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FANG DIAMONDBACK ENERGY INC191 shares0.00%2026-06-302026-07-22

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KEY KEYCORP1.4K shares0.00%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC300 shares0.00%2026-06-302026-07-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND258 shares-99.36%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR597 shares16.15%2026-06-302026-07-22

VLTO VERALTO CORP352 shares0.00%2026-06-302026-07-22

FTV FORTIVE CORP505 shares-2.70%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR676 shares-63.14%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND58 shares0.00%2026-06-302026-07-22

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MMC MARSH & MCLENNAN COS INC180 shares0.00%2026-06-302026-07-22

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WFC-PL WELLS FARGO & CO25 shares0.00%2026-06-302026-07-22

KBWD INVESCO EXCH TRADED FD TR II2.3K sharesnew addition2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP310 shares-3.13%2026-06-302026-07-22

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BSX BOSTON SCIENTIFIC CORP662 shares-17.15%2026-06-302026-07-22

ROK ROCKWELL AUTOMATION INC57 shares0.00%2026-06-302026-07-22

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ZION ZIONS BANCORPORATION NATL AS395 shares0.00%2026-06-302026-07-22

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VNQI VANGUARD INTL EQUITY INDEX F598 shares0.00%2026-06-302026-07-22

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VTV VANGUARD INDEX FDS117 shares-15.83%2026-06-302026-07-22

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HPQ HP INC1.1K shares0.00%2026-06-302026-07-22

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CRCL CIRCLE INTERNET GROUP INC372 shares0.00%2026-06-302026-07-22

PBW INVESCO EXCHANGE TRADED FD T597 shares0.00%2026-06-302026-07-22

CDL VICTORY PORTFOLIOS II300 shares0.00%2026-06-302026-07-22

SMR NUSCALE PWR CORP2.3K shares0.00%2026-06-302026-07-22

ICE INTERCONTINENTAL EXCHANGE IN186 shares-7.00%2026-06-302026-07-22

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SHW SHERWIN WILLIAMS CO65 sharesnew addition2026-06-302026-07-22

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BP BP PLC600 shares650.00%2026-06-302026-07-22

VBR VANGUARD INDEX FDS91 shares0.00%2026-06-302026-07-22

ALMU AELUMA INC1.0K shares0.00%2026-06-302026-07-22

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CAI CARIS LIFE SCIENCES INC1.2K shares73.75%2026-06-302026-07-22

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC150 shares-38.78%2026-06-302026-07-22

DVN DEVON ENERGY CORP NEW501 shares166.49%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY52 shares-7.14%2026-06-302026-07-22

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VSH VISHAY INTERTECHNOLOGY INC365 shares0.00%2026-06-302026-07-22

CMS CMS ENERGY CORP255 sharesnew addition2026-06-302026-07-22

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DFIC DIMENSIONAL ETF TRUST470 shares0.00%2026-06-302026-07-22

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC128 sharesnew addition2026-06-302026-07-22

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IHG INTERCONTINENTAL HOTELS GROU98 shares0.00%2026-06-302026-07-22

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ALLIANCEBERNSTEIN HLDG L P ALLIANCEBERNSTEIN HLDG L P400 shares0.00%2026-06-302026-07-22

EXC EXELON CORP300 shares-67.50%2026-06-302026-07-22

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ESGV VANGUARD WORLD FD85 shares-98.29%2026-06-302026-07-22

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IDEXX LABS INC IDEXX LABS INC21 shares-19.23%2026-06-302026-07-22

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CSL CARLISLE COS INC27 sharesnew addition2026-06-302026-07-22

BBVA BANCO BILBAO VIZCAYA ARGENTA387 shares-8.29%2026-06-302026-07-22

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STM STMICROELECTRONICS N V127 shares0.00%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF285 shares3.26%2026-06-302026-07-22

KTOS KRATOS DEFENSE & SEC SOLUTIO186 shares0.00%2026-06-302026-07-22

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OMC OMNICOM GROUP INC124 shares-5.34%2026-06-302026-07-22

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ARK ETF TR ARK ETF TR58 shares0.00%2026-06-302026-07-22

NDSN NORDSON CORP27 shares0.00%2026-06-302026-07-22

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ZBH ZIMMER BIOMET HOLDINGS INC90 shares0.00%2026-06-302026-07-22

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ALC ALCON AG63 shares0.00%2026-06-302026-07-22

Sponsored

HUBB HUBBELL INC8 shares0.00%2026-06-302026-07-22

FCNCA FIRST CTZNS BANCSHARES INC D2 shares-50.00%2026-06-302026-07-22

MPWR MONOLITHIC PWR SYS INC3 shares0.00%2026-06-302026-07-22

ESI ELEMENT SOLUTIONS INC85 shares0.00%2026-06-302026-07-22

VOO

VANGUARD INDEX FDS

1.72%

Shares345.1K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.61%

Shares329.7K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.94%

Shares187.5K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-1.00%

Shares244.3K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-39.36%

Shares519.9K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-2.51%

Shares280.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-2.13%

Shares124.8K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-1.26%

Shares279.0K

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

5.35%

Shares670.1K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

0.45%

Shares444.4K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

15.13%

Shares1.2M

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

85291.08%

Shares354.4K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

-12.57%

Shares290.7K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

4.14%

Shares397.6K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-14.33%

Shares81.9K

Event2026-06-30

Filed2026-07-22

JAAA

JANUS DETROIT STR TR

4.53%

Shares603.9K

Event2026-06-30

Filed2026-07-22

JMBS

JANUS DETROIT STR TR

4.83%

Shares676.0K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.09%

Shares92.2K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-0.04%

Shares38.1K

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK INC

0.23%

Shares25.3K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-1.07%

Shares32.2K

Event2026-06-30

Filed2026-07-22

VISA INC

-0.25%

Shares67.8K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

-0.43%

Shares119.6K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.54%

Shares22.0K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

0.17%

Shares53.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.41%

Shares38.5K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

0.66%

Shares26.3K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

4.14%

Shares134.7K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

-1.73%

Shares111.6K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

-0.08%

Shares90.9K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

14.80%

Shares66.7K

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

0.95%

Shares147.2K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

-0.56%

Shares28.4K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

738.68%

Shares160.5K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-0.66%

Shares11.9K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

2.57%

Shares37.9K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-0.22%

Shares23.3K

Event2026-06-30

Filed2026-07-22

JUST

GOLDMAN SACHS ETF TR

1.04%

Shares118.4K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

-0.41%

Shares59.6K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

1.61%

Shares115.6K

Event2026-06-30

Filed2026-07-22

UBER

UBER TECHNOLOGIES INC

0.76%

Shares168.8K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

-0.68%

Shares24.2K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

3.55%

Shares109.7K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

-35.20%

Shares76.2K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

2.31%

Shares30.3K

Event2026-06-30

Filed2026-07-22

PWRD

TCW ETF TRUST

0.79%

Shares72.2K

Event2026-06-30

Filed2026-07-22

PABU

ISHARES TR

3.48%

Shares115.7K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.71%

Shares24.3K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.49%

Shares31.5K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

-0.01%

Shares85.3K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

0.69%

Shares43.6K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-0.30%

Shares28.1K

Event2026-06-30

Filed2026-07-22

WEC

WEC ENERGY GROUP INC

1.89%

Shares64.3K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

0.84%

Shares77.0K

Event2026-06-30

Filed2026-07-22

RSG

REPUBLIC SVCS INC

-32.17%

Shares34.0K

Event2026-06-30

Filed2026-07-22

SHE

SPDR SERIES TRUST

3.84%

Shares46.4K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares29.3K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares29.1K

Event2026-06-30

Filed2026-07-22

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares112.2K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

3.52%

Shares120.9K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

15.38%

Shares34.5K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

1.53%

Shares45.4K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-0.11%

Shares32.9K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

-5.90%

Shares63.2K

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON INC

1.11%

Shares43.8K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.27%

Shares18.9K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

1.11%

Shares13.3K

Event2026-06-30

Filed2026-07-22

MAIN

MAIN STR CAP CORP

1.36%

Shares88.1K

Event2026-06-30

Filed2026-07-22

PAYX

PAYCHEX INC

4.96%

Shares46.3K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

0.85%

Shares32.0K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.79%

Shares30.5K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

0.78%

Shares26.0K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

4.20%

Shares22.6K

Event2026-06-30

Filed2026-07-22

DMXF

ISHARES TR

0.44%

Shares38.7K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

6.17%

Shares11.1K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

72.83%

Shares24.5K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-66.86%

Shares18.2K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-0.30%

Shares5.9K

Event2026-06-30

Filed2026-07-22

SRLN

SSGA ACTIVE ETF TR

10.07%

Shares61.5K

Event2026-06-30

Filed2026-07-22

BBHY

J P MORGAN EXCHANGE TRADED F

8.13%

Shares52.8K

Event2026-06-30

Filed2026-07-22

GPC

GENUINE PARTS CO

13.26%

Shares19.8K

Event2026-06-30

Filed2026-07-22

NNN

NNN REIT INC

4.70%

Shares48.5K

Event2026-06-30

Filed2026-07-22

EWC

ISHARES INC

0.00%

Shares39.0K

Event2026-06-30

Filed2026-07-22

WSM

WILLIAMS SONOMA INC

-2.26%

Shares9.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

14.90%

Shares5.4K

Event2026-06-30

Filed2026-07-22

CRBN

ISHARES TR

0.36%

Shares7.3K

Event2026-06-30

Filed2026-07-22

RIVIAN AUTOMOTIVE INC

0.79%

Shares104.3K

Event2026-06-30

Filed2026-07-22

PGX

INVESCO EXCH TRADED FD TR II

15.75%

Shares163.0K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-22

SUSB

ISHARES TR

9.50%

Shares64.5K

Event2026-06-30

Filed2026-07-22

ECL

ECOLAB INC

-1.09%

Shares5.4K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

9.11%

Shares1.2K

Event2026-06-30

Filed2026-07-22

ALPS ETF TR

7.67%

Shares27.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

-0.08%

Shares10.2K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

1.76%

Shares15.3K

Event2026-06-30

Filed2026-07-22

AGILENT TECHNOLOGIES INC

29.82%

Shares10.2K

Event2026-06-30

Filed2026-07-22

FSS

FEDERAL SIGNAL CORP

-0.63%

Shares10.0K

Event2026-06-30

Filed2026-07-22

AWK

AMERICAN WTR WKS CO INC NEW

0.07%

Shares9.8K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

749.31%

Shares10.4K

Event2026-06-30

Filed2026-07-22

SPYD

SPDR SERIES TRUST

-28.44%

Shares25.5K

Event2026-06-30

Filed2026-07-22

EVRG

EVERGY INC

-0.05%

Shares13.7K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-2.85%

Shares1.0K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

-0.03%

Shares6.3K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-22

TRI CONTL CORP

-1.80%

Shares29.9K

Event2026-06-30

Filed2026-07-22

XYL

XYLEM INC

-0.40%

Shares8.7K

Event2026-06-30

Filed2026-07-22

DUK

DUKE ENERGY CORP NEW

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

2.52%

Shares11.6K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

135.67%

Shares1.8K

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

387.13%

Shares35.6K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BIZD

VANECK ETF TRUST

11.38%

Shares75.5K

Event2026-06-30

Filed2026-07-22

EWA

ISHARES INC

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-22

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

4.73%

Shares3.4K

Event2026-06-30

Filed2026-07-22

LUMENTUM HLDGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

PTON

PELOTON INTERACTIVE INC

0.00%

Shares145.0K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

2.41%

Shares3.7K

Event2026-06-30

Filed2026-07-22

CUT

INVESCO EXCH TRADED FD TR II

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-22

TSCO

TRACTOR SUPPLY CO

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

KRMD

KORU MEDICAL SYSTEMS INC

-13.86%

Shares186.4K

Event2026-06-30

Filed2026-07-22

DLR

DIGITAL RLTY TR INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

-5.43%

Shares9.8K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

24.01%

Shares5.2K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-0.30%

Shares9.1K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

-1.57%

Shares11.0K

Event2026-06-30

Filed2026-07-22

ARES CAPITAL CORP

-18.07%

Shares31.3K

Event2026-06-30

Filed2026-07-22

GBDC

GOLUB CAP BDC INC

-4.55%

Shares38.7K

Event2026-06-30

Filed2026-07-22

CIEN

CIENA CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-22

JPUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-9.30%

Shares2.9K

Event2026-06-30

Filed2026-07-22

ARM

ARM HOLDINGS PLC

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-1.28%

Shares2.7K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-3.98%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ONEQ

FIDELITY COMWLTH TR

-1.03%

Shares3.9K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

0.00%

Shares548

Event2026-06-30

Filed2026-07-22

COHR

COHERENT CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

-0.42%

Shares9.2K

Event2026-06-30

Filed2026-07-22

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

ADOBE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

CLS

CELESTICA INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

EWH

ISHARES INC

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-22

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-22

VIS

VANGUARD WORLD FD

0.00%

Shares981

Event2026-06-30

Filed2026-07-22

ROYAL CARIBBEAN GROUP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

IUSG

ISHARES TR

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

-0.46%

Shares9.2K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

1427.27%

Shares2.7K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-11.91%

Shares4.1K

Event2026-06-30

Filed2026-07-22

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

-0.06%

Shares8.3K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares317

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-22

NBIS

NEBIUS GROUP N.V.

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

PFFD

GLOBAL X FDS

59.43%

Shares14.6K

Event2026-06-30

Filed2026-07-22

CRDO

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

TSEM

TOWER SEMICONDUCTOR LTD

-1.67%

Shares1.0K

Event2026-06-30

Filed2026-07-22

VTEC

VANGUARD CALIF TAX FREE FDS

118.57%

Shares2.6K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

499.39%

Shares2.9K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

24.96%

Shares736

Event2026-06-30

Filed2026-07-22

PGR

PROGRESSIVE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.00%

Shares558

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

-32.10%

Shares4.5K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

1600.00%

Shares340

Event2026-06-30

Filed2026-07-22

CBRS

CEREBRAS SYSTEMS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

FTGS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

SYK

STRYKER CORPORATION

0.00%

Shares665

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-1.03%

Shares1.1K

Event2026-06-30

Filed2026-07-22

NXP SEMICONDUCTORS N V

0.00%

Shares690

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

TRVI

TREVI THERAPEUTICS INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares184

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-07-22

ARES MANAGEMENT CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

OKE

ONEOK INC NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

24.41%

Shares1.5K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

8.43%

Shares7.6K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-22

ERTH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

DEERE & CO

0.00%

Shares262

Event2026-06-30

Filed2026-07-22

SLV

ISHARES SILVER TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

5218.75%

Shares3.4K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

-41.49%

Shares1.4K

Event2026-06-30

Filed2026-07-22

ETFS GOLD TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

RGTI

RIGETTI COMPUTING INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

LHX

L3HARRIS TECHNOLOGIES INC

38.02%

Shares530

Event2026-06-30

Filed2026-07-22

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

19.68%

Shares298

Event2026-06-30

Filed2026-07-22

AAOI

APPLIED OPTOELECTRONICS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

280.46%

Shares331

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

0.00%

Shares552

Event2026-06-30

Filed2026-07-22

FTNJ

PUTNAM ETF TRUST

903.57%

Shares14.1K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IJT

ISHARES TR

319.14%

Shares679

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

0.00%

Shares60

Event2026-06-30

Filed2026-07-22

JPME

J P MORGAN EXCHANGE TRADED F

0.00%

Shares936

Event2026-06-30

Filed2026-07-22

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

HUT

HUT 8 CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

IJJ

ISHARES TR

0.00%

Shares775

Event2026-06-30

Filed2026-07-22

FAN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

QSPT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

UNILEVER PLC

-1.76%

Shares1.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares360

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

IGIB

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

0.00%

Shares324

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

RIO

RIO TINTO PLC

-0.36%

Shares1.1K

Event2026-06-30

Filed2026-07-22

YUM

YUM BRANDS INC

0.00%

Shares656

Event2026-06-30

Filed2026-07-22

TTEK

TETRA TECH INC NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

TMC

TMC THE METALS COMPANY INC

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-22

GNRC

GENERAC HLDGS INC

0.00%

Shares350

Event2026-06-30

Filed2026-07-22

CEG

CONSTELLATION ENERGY CORP

34.64%

Shares412

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

0.00%

Shares132

Event2026-06-30

Filed2026-07-22

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

146.75%

Shares190

Event2026-06-30

Filed2026-07-22

WMB

WILLIAMS COS INC

-0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-22

JPSE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

S&P GLOBAL INC

26.67%

Shares228

Event2026-06-30

Filed2026-07-22

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

PFF

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

107.61%

Shares191

Event2026-06-30

Filed2026-07-22

GENB

GENERATE BIOMEDICINES INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-22

VRSK

VERISK ANALYTICS INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-22

PLD

PROLOGIS INC.

32.07%

Shares593

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

41.46%

Shares232

Event2026-06-30

Filed2026-07-22

FISERV INC

-18.49%

Shares1.6K

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

0.00%

Shares735

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD WORLD FD

0.00%

Shares332

Event2026-06-30

Filed2026-07-22

VIRT

VIRTU FINL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

0.00%

Shares577

Event2026-06-30

Filed2026-07-22

3M CO

0.00%

Shares450

Event2026-06-30

Filed2026-07-22

BANK OF NY MELLON CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

317.35%

Shares409

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

0.00%

Shares304

Event2026-06-30

Filed2026-07-22

CMCSA

COMCAST CORP NEW

-1.43%

Shares2.7K

Event2026-06-30

Filed2026-07-22

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares488

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

BROOKFIELD CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

0.00%

Shares890

Event2026-06-30

Filed2026-07-22

BLACKBERRY LTD

New

Shares5.0K

Event2026-06-30

Filed2026-07-22

IRM

IRON MTN INC DEL

0.00%

Shares500

Event2026-06-30

Filed2026-07-22

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares762

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

0.00%

Shares250

Event2026-06-30

Filed2026-07-22

ENERGY TRANSFER L P

1.67%

Shares3.2K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

0.00%

Shares627

Event2026-06-30

Filed2026-07-22

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares85

Event2026-06-30

Filed2026-07-22

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares640

Event2026-06-30

Filed2026-07-22

AVLV

AMERICAN CENTY ETF TR

New

Shares607

Event2026-06-30

Filed2026-07-22

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares206

Event2026-06-30

Filed2026-07-22

SHEL

SHELL PLC

-3.70%

Shares702

Event2026-06-30

Filed2026-07-22

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares131

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares760

Event2026-06-30

Filed2026-07-22

IONQ INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-22

GWW

WW GRAINGER INC

875.00%

Shares39

Event2026-06-30

Filed2026-07-22

PGC

PEAPACK-GLADSTONE FINL CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

9400.00%

Shares950

Event2026-06-30

Filed2026-07-22

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

BOEING CO

0.00%

Shares231

Event2026-06-30

Filed2026-07-22

DAL

DELTA AIR LINES INC

-65.66%

Shares523

Event2026-06-30

Filed2026-07-22

VRT

VERTIV HOLDINGS CO

0.00%

Shares144

Event2026-06-30

Filed2026-07-22

CLRO

CLEARONE INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

-33.55%

Shares313

Event2026-06-30

Filed2026-07-22

GLOBE LIFE INC

0.00%

Shares251

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

0.00%

Shares281

Event2026-06-30

Filed2026-07-22

STT

STATE STR CORP

0.00%

Shares256

Event2026-06-30

Filed2026-07-22

XLP

SELECT SECTOR SPDR TR

New

Shares522

Event2026-06-30

Filed2026-07-22

MCO

MOODYS CORP

0.00%

Shares95

Event2026-06-30

Filed2026-07-22

GENERAL DYNAMICS CORP

650.00%

Shares120

Event2026-06-30

Filed2026-07-22

AIVL

WISDOMTREE TR

-3.13%

Shares310

Event2026-06-30

Filed2026-07-22

UDR

UDR INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

AMERIPRISE FINL INC

0.00%

Shares87

Event2026-06-30

Filed2026-07-22

PPG

PPG INDS INC

-4.22%

Shares318

Event2026-06-30

Filed2026-07-22

KHC

KRAFT HEINZ CO

-3.60%

Shares1.6K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

0.00%

Shares53

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

New

Shares399

Event2026-06-30

Filed2026-07-22

GIS

GENERAL MILLS INC

-1.74%

Shares1.1K

Event2026-06-30

Filed2026-07-22

APLD

APPLIED DIGITAL CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares71

Event2026-06-30

Filed2026-07-22

FORD MTR CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

AT&T INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

New

Shares251

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

-2.85%

Shares750

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

0.00%

Shares342

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

-21.43%

Shares176

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

196.43%

Shares83

Event2026-06-30

Filed2026-07-22

ASTRAZENECA PLC

0.00%

Shares181

Event2026-06-30

Filed2026-07-22

RFI

COHEN & STEERS TOTAL RETURN

2.10%

Shares3.0K

Event2026-06-30

Filed2026-07-22

CORTEVA INC

0.00%

Shares402

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

64.29%

Shares138

Event2026-06-30

Filed2026-07-22

MET

METLIFE INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-22

KB FINL GROUP INC

New

Shares322

Event2026-06-30

Filed2026-07-22

WELL

WELLTOWER INC

-20.43%

Shares148

Event2026-06-30

Filed2026-07-22

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares191

Event2026-06-30

Filed2026-07-22

KEY

KEYCORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

-99.36%

Shares258

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

16.15%

Shares597

Event2026-06-30

Filed2026-07-22

VLTO

VERALTO CORP

0.00%

Shares352

Event2026-06-30

Filed2026-07-22

FTV

FORTIVE CORP

-2.70%

Shares505

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

-63.14%

Shares676

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares58

Event2026-06-30

Filed2026-07-22

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares180

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US INC

0.00%

Shares177

Event2026-06-30

Filed2026-07-22

WFC-PL

WELLS FARGO & CO

0.00%

Shares25

Event2026-06-30

Filed2026-07-22

KBWD

INVESCO EXCH TRADED FD TR II

New

Shares2.3K

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

-3.13%

Shares310

Event2026-06-30

Filed2026-07-22

CPAY

CORPAY INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-22

BSX

BOSTON SCIENTIFIC CORP

-17.15%

Shares662

Event2026-06-30

Filed2026-07-22

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares57

Event2026-06-30

Filed2026-07-22

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares395

Event2026-06-30

Filed2026-07-22

JRS

NUVEEN REAL ESTATE INCOME FD

New

Shares3.2K

Event2026-06-30

Filed2026-07-22

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares598

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

0.00%

Shares162

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-15.83%

Shares117

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

New

Shares94

Event2026-06-30

Filed2026-07-22

TAN

INVESCO EXCH TRADED FD TR II

0.00%

Shares425

Event2026-06-30

Filed2026-07-22

HPQ

HP INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

CRCL

CIRCLE INTERNET GROUP INC

0.00%

Shares372

Event2026-06-30

Filed2026-07-22

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares597

Event2026-06-30

Filed2026-07-22

CDL

VICTORY PORTFOLIOS II

0.00%

Shares300

Event2026-06-30

Filed2026-07-22

SMR

NUSCALE PWR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

ICE

INTERCONTINENTAL EXCHANGE IN

-7.00%

Shares186

Event2026-06-30

Filed2026-07-22

BANCO SANTANDER SA

-3.68%

Shares1.6K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

New

Shares65

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

573.33%

Shares101

Event2026-06-30

Filed2026-07-22

GRWG

GROWGENERATION CORP

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-22

BP PLC

650.00%

Shares600

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.00%

Shares91

Event2026-06-30

Filed2026-07-22

ALMU

AELUMA INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

MKC

MCCORMICK & CO INC

0.00%

Shares437

Event2026-06-30

Filed2026-07-22

YUMC

YUM CHINA HLDGS INC

0.00%

Shares537

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.00%

Shares361

Event2026-06-30

Filed2026-07-22

FIX

COMFORT SYS USA INC

0.00%

Shares11

Event2026-06-30

Filed2026-07-22

VLO

VALERO ENERGY CORP

0.00%

Shares82

Event2026-06-30

Filed2026-07-22

CAI

CARIS LIFE SCIENCES INC

73.75%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CONSTELLATION BRANDS INC

-38.78%

Shares150

Event2026-06-30

Filed2026-07-22

DVN

DEVON ENERGY CORP NEW

166.49%

Shares501

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

-7.14%

Shares52

Event2026-06-30

Filed2026-07-22

LVHD

LEGG MASON ETF INVT

-10.76%

Shares456

Event2026-06-30

Filed2026-07-22

VSH

VISHAY INTERTECHNOLOGY INC

0.00%

Shares365

Event2026-06-30

Filed2026-07-22

CMS

CMS ENERGY CORP

New

Shares255

Event2026-06-30

Filed2026-07-22

CME

CME GROUP INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-22

ZOETIS INC

0.00%

Shares258

Event2026-06-30

Filed2026-07-22

COIN

COINBASE GLOBAL INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-22

MAGS

LISTED FDS TR

-28.75%

Shares285

Event2026-06-30

Filed2026-07-22

ORIX CORP

0.00%

Shares475

Event2026-06-30

Filed2026-07-22

ISRG

INTUITIVE SURGICAL INC

-30.77%

Shares45

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

22.70%

Shares200

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares470

Event2026-06-30

Filed2026-07-22

INTU

INTUIT

0.00%

Shares67

Event2026-06-30

Filed2026-07-22

FITB

FIFTH THIRD BANCORP

0.00%

Shares309

Event2026-06-30

Filed2026-07-22

DUPONT DE NEMOURS INC

New

Shares128

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS INTERNATION

0.00%

Shares118

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

0.00%

Shares35

Event2026-06-30

Filed2026-07-22

AMT

AMERICAN TOWER CORP

205.88%

Shares104

Event2026-06-30

Filed2026-07-22

ANET

ARISTA NETWORKS INC

-19.35%

Shares100

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

0.00%

Shares152

Event2026-06-30

Filed2026-07-22

IHG

INTERCONTINENTAL HOTELS GROU

0.00%

Shares98

Event2026-06-30

Filed2026-07-22

NVO

NOVO-NORDISK A S

-7.83%

Shares353

Event2026-06-30

Filed2026-07-22

ISHARES TR

-86.75%

Shares22

Event2026-06-30

Filed2026-07-22

AZO

AUTOZONE INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

ZWS

ZURN ELKAY WATER SOLNS CORP

0.00%

Shares315

Event2026-06-30

Filed2026-07-22

SMFG

SUMITOMO MITSUI FIN GRP INC

0.00%

Shares644

Event2026-06-30

Filed2026-07-22

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares152

Event2026-06-30

Filed2026-07-22

TOYOTA MOTOR CORP

0.00%

Shares89

Event2026-06-30

Filed2026-07-22

XYZ

BLOCK INC

0.00%

Shares196

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

0.00%

Shares40

Event2026-06-30

Filed2026-07-22

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares144

Event2026-06-30

Filed2026-07-22

LAMB WESTON HLDGS INC

0.00%

Shares333

Event2026-06-30

Filed2026-07-22

BROS

DUTCH BROS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

ALLIANCEBERNSTEIN HLDG L P

0.00%

Shares400

Event2026-06-30

Filed2026-07-22

EXC

EXELON CORP

-67.50%

Shares300

Event2026-06-30

Filed2026-07-22

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares145

Event2026-06-30

Filed2026-07-22

JQC

NUVEEN CR STRATEGIES INCOME

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

LIVE NATION ENTERTAINMENT IN

0.00%

Shares74

Event2026-06-30

Filed2026-07-22

CNI

CANADIAN NATL RY CO

-6.03%

Shares109

Event2026-06-30

Filed2026-07-22

MAR

MARRIOTT INTL INC NEW

0.00%

Shares35

Event2026-06-30

Filed2026-07-22

ENB

ENBRIDGE INC

-2.06%

Shares238

Event2026-06-30

Filed2026-07-22

APD

AIR PRODUCTS AND CHEMICALS I

-6.52%

Shares43

Event2026-06-30

Filed2026-07-22

SAP

SAP SE

-7.95%

Shares81

Event2026-06-30

Filed2026-07-22

RAL

RALLIANT CORP

0.00%

Shares168

Event2026-06-30

Filed2026-07-22

ORLY

OREILLY AUTOMOTIVE INC

-45.23%

Shares132

Event2026-06-30

Filed2026-07-22

IHI

ISHARES TR

0.00%

Shares240

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

-73.14%

Shares347

Event2026-06-30

Filed2026-07-22

SOLV

SOLVENTUM CORP

0.00%

Shares150

Event2026-06-30

Filed2026-07-22

CARLYLE GROUP INC

-5.54%

Shares273

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

-98.29%

Shares85

Event2026-06-30

Filed2026-07-22

DATADOG INC

0.00%

Shares43

Event2026-06-30

Filed2026-07-22

RRC

RANGE RES CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-22

IDEXX LABS INC

-19.23%

Shares21

Event2026-06-30

Filed2026-07-22

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

COR

CENCORA INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

-63.64%

Shares108

Event2026-06-30

Filed2026-07-22

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares358

Event2026-06-30

Filed2026-07-22

EWJ

ISHARES INC

0.00%

Shares114

Event2026-06-30

Filed2026-07-22

DOW

DOW HLDGS INC

0.00%

Shares386

Event2026-06-30

Filed2026-07-22

EVERSOURCE ENERGY

0.00%

Shares144

Event2026-06-30

Filed2026-07-22

BCS

BARCLAYS PLC

0.00%

Shares385

Event2026-06-30

Filed2026-07-22

ENPH

ENPHASE ENERGY INC

0.00%

Shares210

Event2026-06-30

Filed2026-07-22

MAS

MASCO CORP

0.00%

Shares127

Event2026-06-30

Filed2026-07-22

ETH

GRAYSCALE ETHEREUM STAKING

2.28%

Shares673

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares33

Event2026-06-30

Filed2026-07-22

AON

AON PLC

0.00%

Shares30

Event2026-06-30

Filed2026-07-22

CFR

CULLEN FROST BANKERS INC

-18.99%

Shares64

Event2026-06-30

Filed2026-07-22

EVERPURE INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

0.00%

Shares39

Event2026-06-30

Filed2026-07-22

CSL

CARLISLE COS INC

New

Shares27

Event2026-06-30

Filed2026-07-22

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-8.29%

Shares387

Event2026-06-30

Filed2026-07-22

NTAP

NETAPP INC

0.00%

Shares62

Event2026-06-30

Filed2026-07-22

STM

STMICROELECTRONICS N V

0.00%

Shares127

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

3.26%

Shares285

Event2026-06-30

Filed2026-07-22

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares186

Event2026-06-30

Filed2026-07-22

SPOTIFY TECHNOLOGY S A

-20.00%

Shares20

Event2026-06-30

Filed2026-07-22

NOK

NOKIA CORP

0.00%

Shares680

Event2026-06-30

Filed2026-07-22

OMC

OMNICOM GROUP INC

-5.34%

Shares124

Event2026-06-30

Filed2026-07-22

SONY

SONY GROUP CORP

-7.79%

Shares450

Event2026-06-30

Filed2026-07-22

DTE

DTE ENERGY CO

-3.28%

Shares59

Event2026-06-30

Filed2026-07-22

UNFI

UNITED NAT FOODS INC

0.00%

Shares185

Event2026-06-30

Filed2026-07-22

ARK ETF TR

0.00%

Shares58

Event2026-06-30

Filed2026-07-22

NDSN

NORDSON CORP

0.00%

Shares27

Event2026-06-30

Filed2026-07-22

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

ARCH CAP GROUP LTD

0.00%

Shares83

Event2026-06-30

Filed2026-07-22

TRGP

TARGA RES CORP

0.00%

Shares30

Event2026-06-30

Filed2026-07-22

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-22

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-22

WDC

WESTERN DIGITAL CORP

-89.29%

Shares12

Event2026-06-30

Filed2026-07-22

CNS

COHEN & STEERS INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

MTSI

MACOM TECH SOLUTIONS HLDGS I

0.00%

Shares20

Event2026-06-30

Filed2026-07-22

THE CIGNA GROUP

0.00%

Shares27

Event2026-06-30

Filed2026-07-22

PUMP

PROPETRO HLDG CORP

0.00%

Shares513

Event2026-06-30

Filed2026-07-22

MICC

MAGNUM ICE CREAM CO NV

0.00%

Shares422

Event2026-06-30

Filed2026-07-22

ARK ETF TR

0.00%

Shares55

Event2026-06-30

Filed2026-07-22

LUV

SOUTHWEST AIRLS CO

0.00%

Shares140

Event2026-06-30

Filed2026-07-22

LAUDER ESTEE COS INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-22

DTM

DT MIDSTREAM INC

-11.76%

Shares45

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares182

Event2026-06-30

Filed2026-07-22

VTRS

VIATRIS INC

0.00%

Shares414

Event2026-06-30

Filed2026-07-22

AMBARELLA INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-22

GOLF

ACUSHNET HLDGS CORP

0.00%

Shares54

Event2026-06-30

Filed2026-07-22

MKS INC.

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

RPM

RPM INTL INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-22

SNOWFLAKE INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-22

VNT

VONTIER CORPORATION

0.00%

Shares201

Event2026-06-30

Filed2026-07-22

CCL

CARNIVAL CORP LTD

New

Shares200

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

SUNB

SUNBELT RENTALS HOLDINGS INC

0.00%

Shares76

Event2026-06-30

Filed2026-07-22

SNA

SNAP ON INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

WAT

WATERS CORP

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

PKG

PACKAGING CORP AMER

0.00%

Shares23

Event2026-06-30

Filed2026-07-22

RACE

FERRARI N V

-6.67%

Shares14

Event2026-06-30

Filed2026-07-22

RBC

RBC BEARINGS INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-22

ARK ETF TR

0.00%

Shares63

Event2026-06-30

Filed2026-07-22

IBN

ICICI BANK LIMITED

0.00%

Shares176

Event2026-06-30

Filed2026-07-22

STE

STERIS PLC

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

MSCI

MSCI INC

0.00%

Shares9

Event2026-06-30

Filed2026-07-22

DRIV

GLOBAL X FDS

New

Shares130

Event2026-06-30

Filed2026-07-22

VEEV

VEEVA SYS INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-22

DEUTSCHE BK AG

-17.14%

Shares145

Event2026-06-30

Filed2026-07-22

APG

API GROUP CORP

0.00%

Shares113

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

-47.62%

Shares11

Event2026-06-30

Filed2026-07-22

BKR

BAKER HUGHES COMPANY

0.00%

Shares83

Event2026-06-30

Filed2026-07-22

LFUS

LITTELFUSE INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-22

RYAAY

RYANAIR HOLDINGS PLC

-57.58%

Shares70

Event2026-06-30

Filed2026-07-22

TEI

TEMPLETON EMERGING MKTS INCO

New

Shares671

Event2026-06-30

Filed2026-07-22

RJF

RAYMOND JAMES FINL INC

0.00%

Shares29

Event2026-06-30

Filed2026-07-22

DOV

DOVER CORP

0.00%

Shares19

Event2026-06-30

Filed2026-07-22

CINF

CINCINNATI FINL CORP

0.00%

Shares23

Event2026-06-30

Filed2026-07-22

ALC

ALCON AG

0.00%

Shares63

Event2026-06-30

Filed2026-07-22

HUBB

HUBBELL INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-22

FCNCA

FIRST CTZNS BANCSHARES INC D

-50.00%

Shares2

Event2026-06-30

Filed2026-07-22

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

ESI

ELEMENT SOLUTIONS INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available