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The Analysis of AlphaCore Capital LLC's Holdings & P&L

Currently, AlphaCore Capital LLC holds 1478 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in SDY (+365.5K shares, valued at $55.6M), IJR (+290.0K shares, valued at $43.0M), N/A (+44.8K shares, valued at $33.5M); decreased their positions in PR (-273.7K shares, valued at $5.0M), SCHF (-157.8K shares, valued at $4.4M), FNDX (-128.2K shares, valued at $4.0M); initiated new positions in PHM (+49.8K shares, valued at $6.8M), N/A (+200 shares, valued at $6.5M), HQY (+53.2K shares, valued at $4.8M).

1M P&L

+149.9M+3.25%

3M P&L

+136.4M+2.95%

HY P&L

+106.1M+2.28%

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/A3.4B

70.3%

2Semiconductors141.4M

3.0%

3Oil & Gas Midstream120.2M

2.5%

Top Industries by Stock Count

1N/A594 stocks

46.3%

2Banks - Regional31 stocks

2.4%

3Software - Application29 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS440.8K shares6.66%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR5.2M shares-2.25%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T662.5K shares14.93%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS2.4M shares-2.92%2026-06-302026-08-06

AAPL APPLE INC331.8K shares46.77%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC170.2K shares0.69%2026-06-302026-08-06

IXUS ISHARES TR957.0K shares8.46%2026-06-302026-08-06

MPLX MPLX LP1.6M shares0.00%2026-06-302026-08-06

Sponsored

FNDX SCHWAB STRATEGIC TR2.9M shares-4.20%2026-06-302026-08-06

VOO VANGUARD INDEX FDS128.0K shares12.01%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR3.1M shares-4.84%2026-06-302026-08-06

ISHARES TR ISHARES TR787.9K shares27.77%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR1.4M shares-3.95%2026-06-302026-08-06

ISHARES TR ISHARES TR85.8K shares109.19%2026-06-302026-08-06

DSTL ETF SER SOLUTIONS1.0M shares9.55%2026-06-302026-08-06

IEMG ISHARES INC713.4K shares8.36%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC162.1K shares100.71%2026-06-302026-08-06

SDY SPDR SERIES TRUST368.7K shares11574.29%2026-06-302026-08-06

NVDA NVIDIA CORPORATION275.1K shares23.84%2026-06-302026-08-06

IJR ISHARES TR366.1K shares381.23%2026-06-302026-08-06

JGRO J P MORGAN EXCHANGE TRADED F541.6K shares23.19%2026-06-302026-08-06

MSFT MICROSOFT CORP138.1K shares52.59%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS135.1K shares24.99%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR397.7K shares-1.70%2026-06-302026-08-06

Sponsored

AMZN AMAZON COM INC194.8K shares61.44%2026-06-302026-08-06

QUAL ISHARES TR210.3K shares1.99%2026-06-302026-08-06

IQDG WISDOMTREE TR1.1M shares-1.48%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F885.0K shares2.76%2026-06-302026-08-06

IWV ISHARES TR102.4K shares-3.87%2026-06-302026-08-06

IAUM ISHARES GOLD TRUST MICRO1.1M shares13.97%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO130.3K shares38.45%2026-06-302026-08-06

PRF INVESCO EXCHANGE TRADED FD T767.5K shares-5.11%2026-06-302026-08-06

Sponsored

TFLO ISHARES TR816.8K shares-1.87%2026-06-302026-08-06

COWZ PACER FDS TR654.6K shares2.12%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F641.5K shares-2.18%2026-06-302026-08-06

JMST J P MORGAN EXCHANGE TRADED F747.0K shares-2.90%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC32.9K shares12.67%2026-06-302026-08-06

USFR WISDOMTREE TR744.2K shares-2.61%2026-06-302026-08-06

FNDB SCHWAB STRATEGIC TR1.2M shares-2.19%2026-06-302026-08-06

BROADCOM INC BROADCOM INC95.5K shares268.78%2026-06-302026-08-06

Sponsored

IVW ISHARES TR258.2K shares-7.68%2026-06-302026-08-06

GLD SPDR GOLD TR96.0K shares39.34%2026-06-302026-08-06

JMBS JANUS DETROIT STR TR775.9K shares-3.43%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR181.2K shares26.06%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR319.9K shares-0.83%2026-06-302026-08-06

IJT ISHARES TR182.1K shares-3.58%2026-06-302026-08-06

VB VANGUARD INDEX FDS103.1K shares10.57%2026-06-302026-08-06

ITA ISHARES TR126.8K shares-5.62%2026-06-302026-08-06

Sponsored

FNDA SCHWAB STRATEGIC TR800.2K shares-2.22%2026-06-302026-08-06

IJS ISHARES TR222.3K shares-4.11%2026-06-302026-08-06

VLUE ISHARES TR141.5K shares30802.18%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST300.2K shares-5.75%2026-06-302026-08-06

JAAA JANUS DETROIT STR TR515.4K shares-3.72%2026-06-302026-08-06

JCPB J P MORGAN EXCHANGE TRADED F552.2K shares-1.77%2026-06-302026-08-06

IJK ISHARES TR209.8K shares-3.19%2026-06-302026-08-06

VGT VANGUARD WORLD FD202.1K shares646.54%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC205.5K shares5.00%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS465.0K shares-13.42%2026-06-302026-08-06

FNDE SCHWAB STRATEGIC TR591.6K shares-0.29%2026-06-302026-08-06

IJJ ISHARES TR157.7K shares-2.98%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION24.8K shares108.16%2026-06-302026-08-06

ILCV ISHARES TR226.6K shares-3.20%2026-06-302026-08-06

GSIE GOLDMAN SACHS ETF TR491.0K shares-2.16%2026-06-302026-08-06

INTF ISHARES TR546.8K shares-1.96%2026-06-302026-08-06

Sponsored

APH AMPHENOL CORP126.5K shares227.62%2026-06-302026-08-06

IJH ISHARES TR286.8K shares-6.87%2026-06-302026-08-06

BILS SPDR SERIES TRUST214.3K shares-1.71%2026-06-302026-08-06

ICOW PACER FDS TR511.3K shares11.02%2026-06-302026-08-06

GOOG ALPHABET INC59.6K shares3.01%2026-06-302026-08-06

QQQ INVESCO QQQ TR28.0K shares-7.54%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL41.1K shares6.99%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T26.8K shares12.32%2026-06-302026-08-06

Sponsored

IAI ISHARES TR110.9K shares-6.31%2026-06-302026-08-06

VTHR VANGUARD SCOTTSDALE FDS57.8K shares20.96%2026-06-302026-08-06

VTV VANGUARD INDEX FDS84.6K shares-11.90%2026-06-302026-08-06

IQLT ISHARES TR359.6K shares13.89%2026-06-302026-08-06

WMT WALMART INC150.5K shares3.31%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L458.8K shares0.51%2026-06-302026-08-06

SPTM SPDR SERIES TRUST184.2K shares-2.15%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC48.9K shares736.16%2026-06-302026-08-06

Sponsored

LLY ELI LILLY & CO13.7K shares134.45%2026-06-302026-08-06

VO VANGUARD INDEX FDS202.5K shares287.19%2026-06-302026-08-06

GSLC GOLDMAN SACHS ETF TR115.0K shares-1.02%2026-06-302026-08-06

MGC VANGUARD WORLD FD59.2K shares0.60%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F192.4K shares-1.63%2026-06-302026-08-06

MPC MARATHON PETE CORP59.8K shares-4.44%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS62.0K shares-8.61%2026-06-302026-08-06

GEV GE VERNOVA INC11.6K shares295.78%2026-06-302026-08-06

Sponsored

MOAT VANECK ETF TRUST130.8K shares0.00%2026-06-302026-08-06

IIPR INNOVATIVE INDL PPTYS INC217.8K shares1.55%2026-06-302026-08-06

PRFZ INVESCO EXCHANGE TRADED FD T234.3K shares-2.10%2026-06-302026-08-06

DISV DIMENSIONAL ETF TRUST321.4K shares-0.93%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON50.2K shares52.49%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR79.8K shares32.11%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED24.2K shares545.37%2026-06-302026-08-06

VISA INC VISA INC35.2K shares10.39%2026-06-302026-08-06

Sponsored

XLF SELECT SECTOR SPDR TR218.2K shares-1.50%2026-06-302026-08-06

QCOM QUALCOMM INC62.4K shares12.42%2026-06-302026-08-06

ABBVIE INC ABBVIE INC45.5K shares31.72%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC23.1K shares2.62%2026-06-302026-08-06

FV FIRST TR EXCHANGE TRADED FD145.2K shares4.10%2026-06-302026-08-06

TSLA TESLA INC26.1K shares17.35%2026-06-302026-08-06

SSUS STRATEGY SHS193.2K shares5.13%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR359.2K shares5.57%2026-06-302026-08-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS147.2K shares8.60%2026-06-302026-08-06

MS MORGAN STANLEY49.2K shares371.12%2026-06-302026-08-06

PTLC PACER FDS TR172.1K shares8.35%2026-06-302026-08-06

JPEF J P MORGAN EXCHANGE TRADED F124.5K shares-4.69%2026-06-302026-08-06

OBDC BLUE OWL CAPITAL CORPORATION917.6K shares105.93%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR272.8K shares-4.17%2026-06-302026-08-06

TXN TEXAS INSTRS INC32.9K shares307.15%2026-06-302026-08-06

MGNR AMERICAN BEACON SELECT FUNDS199.0K shares83.53%2026-06-302026-08-06

Sponsored

ORLY OREILLY AUTOMOTIVE INC103.2K shares833.92%2026-06-302026-08-06

DGRO ISHARES TR123.0K shares9.46%2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD66.9K shares-6.36%2026-06-302026-08-06

SPMD SPDR SERIES TRUST130.4K shares-4.95%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR47.2K shares-2.32%2026-06-302026-08-06

UNM UNUM GROUP97.5K shares1.68%2026-06-302026-08-06

VOX VANGUARD WORLD FD47.3K shares-1.74%2026-06-302026-08-06

ICE INTERCONTINENTAL EXCHANGE IN70.1K shares151.11%2026-06-302026-08-06

Sponsored

EMGF ISHARES INC109.7K shares-1.03%2026-06-302026-08-06

MGK VANGUARD WORLD FD91.0K shares360.35%2026-06-302026-08-06

CVX CHEVRON CORPORATION47.8K shares44.40%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR67.4K shares13.74%2026-06-302026-08-06

XCEM COLUMBIA ETF TR II147.2K shares-8.29%2026-06-302026-08-06

PTIN PACER FDS TR210.0K shares5.45%2026-06-302026-08-06

LOW LOWES COS INC34.9K shares295.43%2026-06-302026-08-06

HD HOME DEPOT INC21.2K shares0.27%2026-06-302026-08-06

Sponsored

AVLV AMERICAN CENTY ETF TR82.0K shares-4.61%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC30.4K shares927.96%2026-06-302026-08-06

BAC BANK OF AMER CORP131.0K shares-0.36%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS26.4K shares11.02%2026-06-302026-08-06

IWF ISHARES TR58.9K shares321.55%2026-06-302026-08-06

GCOW PACER FDS TR165.9K shares2.29%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR307.3K shares0.98%2026-06-302026-08-06

C CITIGROUP INC50.8K shares0.39%2026-06-302026-08-06

Sponsored

VHT VANGUARD WORLD FD23.6K shares-9.15%2026-06-302026-08-06

ETN EATON CORP PLC16.5K shares3.98%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.2K shares69.44%2026-06-302026-08-06

GSEW GOLDMAN SACHS ETF TR73.8K shares-4.73%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC38.2K shares-2.99%2026-06-302026-08-06

AVUS AMERICAN CENTY ETF TR53.7K shares0.16%2026-06-302026-08-06

VXUS VANGUARD STAR FDS80.4K shares-0.79%2026-06-302026-08-06

PHM PULTE GROUP INC49.8K sharesnew addition2026-06-302026-08-06

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GE GE AEROSPACE18.2K shares-0.36%2026-06-302026-08-06

MNST MONSTER BEVERAGE CORP NEW70.5K shares1014.20%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC6.6K shares304.53%2026-06-302026-08-06

MRK MERCK & CO INC51.2K shares4.88%2026-06-302026-08-06

UNP UNION PAC CORP24.3K shares263.52%2026-06-302026-08-06

BLK BLACKROCK INC6.8K shares119.64%2026-06-302026-08-06

BXSL BLACKSTONE SECD LENDING FD275.5K shares227.51%2026-06-302026-08-06

DELL TECHNOLOGIES INC DELL TECHNOLOGIES INC200 sharesnew addition2026-06-302026-08-06

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT184.5K shares-5.14%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC14.8K shares-0.60%2026-06-302026-08-06

XLC SELECT SECTOR SPDR TR58.9K shares40.26%2026-06-302026-08-06

IEF ISHARES TR66.6K shares12.13%2026-06-302026-08-06

VUG VANGUARD INDEX FDS72.9K shares474.51%2026-06-302026-08-06

CGGO CAPITAL GROUP GBL GROWTH EQT147.5K shares-1.25%2026-06-302026-08-06

KLAC KLA CORP20.7K shares1994.73%2026-06-302026-08-06

VFH VANGUARD WORLD FD46.8K shares-5.13%2026-06-302026-08-06

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED81.9K shares-0.27%2026-06-302026-08-06

ITOT ISHARES TR37.4K shares-10.01%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC14.7K shares48.70%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES INC20.9K shares945.46%2026-06-302026-08-06

AVES AMERICAN CENTY ETF TR92.2K shares-3.13%2026-06-302026-08-06

ORACLE CORP ORACLE CORP40.9K shares3.37%2026-06-302026-08-06

PXF INVESCO EXCH TRADED FD TR II77.3K shares-4.91%2026-06-302026-08-06

MSI MOTOROLA SOLUTIONS INC14.0K shares-11.06%2026-06-302026-08-06

Sponsored

UBER UBER TECHNOLOGIES INC80.4K shares329.94%2026-06-302026-08-06

ACWI ISHARES TR36.4K shares0.29%2026-06-302026-08-06

IWB ISHARES TR13.9K shares300.90%2026-06-302026-08-06

PG PROCTER & GAMBLE CO38.3K shares39.24%2026-06-302026-08-06

BIL SPDR SERIES TRUST61.2K shares16.51%2026-06-302026-08-06

USMV ISHARES TR57.9K shares0.72%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED16.3K shares-1.37%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR102.0K shares-10.55%2026-06-302026-08-06

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NEXTERA ENERGY INC NEXTERA ENERGY INC60.8K shares13.60%2026-06-302026-08-06

RSG REPUBLIC SVCS INC24.9K shares-9.00%2026-06-302026-08-06

MCD MCDONALDS CORP19.6K shares16.55%2026-06-302026-08-06

TLH ISHARES TR52.1K shares-3.21%2026-06-302026-08-06

GEM GOLDMAN SACHS ETF TR100.3K shares-0.22%2026-06-302026-08-06

LRCX LAM RESEARCH CORP12.0K shares7.07%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW14.0K shares3.55%2026-06-302026-08-06

NEAR ISHARES U S ETF TR101.8K shares30.95%2026-06-302026-08-06

Sponsored

ASML ASML HLDG NV2.6K shares6.46%2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC10.1K shares265.22%2026-06-302026-08-06

PFE PFIZER INC208.5K shares21.98%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II16.4K shares-13.82%2026-06-302026-08-06

SPSM SPDR SERIES TRUST85.2K shares-6.25%2026-06-302026-08-06

DIVO AMPLIFY ETF TR106.7K shares-5.92%2026-06-302026-08-06

HQY HEALTHEQUITY INC53.2K sharesnew addition2026-06-302026-08-06

INTC INTEL CORP34.2K shares-21.09%2026-06-302026-08-06

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DFAC DIMENSIONAL ETF TRUST107.4K shares3.67%2026-06-302026-08-06

AMGN AMGEN INC13.1K shares-21.98%2026-06-302026-08-06

ALPS ETF TR ALPS ETF TR90.0K shares0.40%2026-06-302026-08-06

CAT CATERPILLAR INC4.3K shares9.95%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS46.6K shares173.88%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP7.0K shares71.90%2026-06-302026-08-06

VCR VANGUARD WORLD FD11.1K shares-9.56%2026-06-302026-08-06

EMXC ISHARES INC43.1K shares-3.02%2026-06-302026-08-06

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ECL ECOLAB INC15.8K shares170.29%2026-06-302026-08-06

AAXJ ISHARES TR36.8K shares-3.43%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL19.6K shares37.93%2026-06-302026-08-06

IVE ISHARES TR19.2K shares0.99%2026-06-302026-08-06

DVN DEVON ENERGY CORP NEW105.5K shares386.55%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS84.2K shares-4.93%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC7.4K shares8.57%2026-06-302026-08-06

VIS VANGUARD WORLD FD11.8K shares-8.01%2026-06-302026-08-06

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EHC ENCOMPASS HEALTH CORP42.0K shares-7.49%2026-06-302026-08-06

DVY ISHARES TR27.1K shares-7.59%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC99.6K shares23.31%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F74.0K shares-9.18%2026-06-302026-08-06

IWM ISHARES TR13.8K shares15.36%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR114.2K shares-1.08%2026-06-302026-08-06

PEP PEPSICO INC30.3K shares9.32%2026-06-302026-08-06

TOTL SSGA ACTIVE ETF TR103.8K shares-0.58%2026-06-302026-08-06

Sponsored

DBEF DBX ETF TR74.7K shares-1.69%2026-06-302026-08-06

TXT TEXTRON INC44.3K sharesnew addition2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR42.0K shares2.29%2026-06-302026-08-06

TMUS T-MOBILE US INC24.1K shares2.64%2026-06-302026-08-06

SNDK SANDISK CORP1.8K shares106.43%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR125.3K shares1.68%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC17.5K sharesnew addition2026-06-302026-08-06

PEY INVESCO EXCHANGE TRADED FD T167.8K shares-1.34%2026-06-302026-08-06

Sponsored

NOC NORTHROP GRUMMAN CORP7.6K shares5.26%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC17.4K sharesnew addition2026-06-302026-08-06

CMI CUMMINS INC5.4K shares203.21%2026-06-302026-08-06

XLP SELECT SECTOR SPDR TR45.9K shares0.77%2026-06-302026-08-06

EXE EXPAND ENERGY CORPORATION41.2K shares3.79%2026-06-302026-08-06

SNPS SYNOPSYS INC8.3K shares11.98%2026-06-302026-08-06

T AT&T INC172.4K shares-9.36%2026-06-302026-08-06

EOG EOG RES INC27.1K shares45.47%2026-06-302026-08-06

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CVS CVS HEALTH CORP32.9K shares24.77%2026-06-302026-08-06

KO COCA COLA CO41.0K shares70.17%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP3.4K shares-2.51%2026-06-302026-08-06

WFC WELLS FARGO & CO40.2K shares100.20%2026-06-302026-08-06

FLTR VANECK ETF TRUST128.7K shares-6.02%2026-06-302026-08-06

VDE VANGUARD WORLD FD21.9K shares-3.57%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC28.1K shares19.15%2026-06-302026-08-06

VDC VANGUARD WORLD FD14.5K shares-11.13%2026-06-302026-08-06

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CRM SALESFORCE INC20.8K shares51.74%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F20.8K shares4.81%2026-06-302026-08-06

HPE-PC HEWLETT PACKARD ENTERPRISE C28.0K shares0.00%2026-06-302026-08-06

PR PERMIAN RESOURCES CORP173.6K shares-61.18%2026-06-302026-08-06

TJX TJX COS INC NEW21.0K shares11.64%2026-06-302026-08-06

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC40.5K shares-3.05%2026-06-302026-08-06

VUSB VANGUARD BD INDEX FDS63.1K shares0.00%2026-06-302026-08-06

VLO VALERO ENERGY CORP12.0K shares17.10%2026-06-302026-08-06

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ABT ABBOTT LABORATORIES34.2K shares55.16%2026-06-302026-08-06

ADI ANALOG DEVICES INC7.7K shares-7.96%2026-06-302026-08-06

SBUX STARBUCKS CORP29.9K shares6.56%2026-06-302026-08-06

PSX PHILLIPS 6617.8K shares80.34%2026-06-302026-08-06

SUB ISHARES TR28.0K shares-5.04%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS59.2K sharesnew addition2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST54.3K shares33.27%2026-06-302026-08-06

CHD CHURCH & DWIGHT CO INC29.7K sharesnew addition2026-06-302026-08-06

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PFFD GLOBAL X FDS152.6K shares-3.29%2026-06-302026-08-06

NGL NGL ENERGY PARTNERS LP178.8K shares1.71%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP5.5K shares55.47%2026-06-302026-08-06

MO ALTRIA GROUP INC39.1K shares-3.20%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.39.2K shares30.90%2026-06-302026-08-06

PDEC INNOVATOR ETFS TRUST60.8K shares-6.17%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR82.3K shares2.56%2026-06-302026-08-06

LIN LINDE PLC5.3K shares111.48%2026-06-302026-08-06

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CGGR CAPITAL GROUP GROWTH ETF58.4K shares0.04%2026-06-302026-08-06

IYF ISHARES TR21.4K shares-19.39%2026-06-302026-08-06

DE DEERE & CO4.3K shares9.43%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.8K shares28.06%2026-06-302026-08-06

ISRG INTUITIVE SURGICAL INC6.8K shares144.15%2026-06-302026-08-06

SHY ISHARES TR32.8K shares334.26%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO46.4K shares-0.56%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR58.0K shares-3.36%2026-06-302026-08-06

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MLPA GLOBAL X FDS48.9K shares-1.69%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO27.2K shares77.85%2026-06-302026-08-06

INTU INTUIT9.5K shares110.00%2026-06-302026-08-06

JEF JEFFERIES FINANCIAL GROUP IN49.4K shares12.95%2026-06-302026-08-06

BCI ABRDN ETFS110.3K shares-22.89%2026-06-302026-08-06

IGSB ISHARES TR46.8K shares-5.21%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW19.4K shares25.28%2026-06-302026-08-06

RPV INVESCO EXCHANGE TRADED FD T21.4K shares-5.60%2026-06-302026-08-06

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KLA CORP KLA CORP100 sharesnew addition2026-06-302026-08-06

AXP AMERICAN EXPRESS CO7.0K shares15.78%2026-06-302026-08-06

NUE NUCOR CORP10.7K shares-6.67%2026-06-302026-08-06

OMFL INVESCO EXCH TRD SLF IDX FD34.5K shares0.22%2026-06-302026-08-06

ROP ROPER TECHNOLOGIES INC6.9K shares-6.26%2026-06-302026-08-06

NEM NEWMONT CORP24.7K shares72.06%2026-06-302026-08-06

TPYP TORTOISE CAPITAL SERIES TRUS54.6K shares-3.76%2026-06-302026-08-06

AUB ATLANTIC UN BANKSHARES CORP53.9K shares-1.18%2026-06-302026-08-06

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MDLZ MONDELEZ INTL INC39.3K shares29.74%2026-06-302026-08-06

EFA ISHARES TR21.6K shares15.63%2026-06-302026-08-06

RBRK RUBRIK INC.27.8K shares-16.07%2026-06-302026-08-06

VTR VENTAS INC25.1K shares25.74%2026-06-302026-08-06

MUB ISHARES TR20.7K shares57.24%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP6.2K shares34.43%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO23.1K shares12.98%2026-06-302026-08-06

ENB ENBRIDGE INC40.2K shares-25.56%2026-06-302026-08-06

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IYW ISHARES TR8.5K shares-10.40%2026-06-302026-08-06

HPE HEWLETT PACKARD ENTERPRISE C47.2K shares11.29%2026-06-302026-08-06

IDYA IDEAYA BIOSCIENCES INC57.1K shares-0.57%2026-06-302026-08-06

ES EVERSOURCE ENERGY29.3K shares69.17%2026-06-302026-08-06

GILD GILEAD SCIENCES INC16.7K shares22.42%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST25.6K shares0.71%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION14.3K shares15.89%2026-06-302026-08-06

DOCN DIGITALOCEAN HLDGS INC13.2K shares-27.61%2026-06-302026-08-06

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IEO ISHARES TR18.7K shares-27.41%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I6.9K shares3.07%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST72.0K sharesnew addition2026-06-302026-08-06

APA CORPORATION APA CORPORATION61.7K shares5.92%2026-06-302026-08-06

DGX QUEST DIAGNOSTICS INC9.4K shares40.52%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP9.9K shares51.57%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.0K shares57.11%2026-06-302026-08-06

VBR VANGUARD INDEX FDS8.1K shares9.65%2026-06-302026-08-06

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WELL WELLTOWER INC8.7K shares33.24%2026-06-302026-08-06

AME AMETEK INC8.1K shares17.57%2026-06-302026-08-06

CALF PACER FDS TR38.5K sharesnew addition2026-06-302026-08-06

MTB M & T BK CORP8.2K shares41.91%2026-06-302026-08-06

BSM BLACK STONE MINERALS L P138.9K shares0.00%2026-06-302026-08-06

MCK MCKESSON CORP2.5K shares12.51%2026-06-302026-08-06

CRWV COREWEAVE INC19.3K shares-11.56%2026-06-302026-08-06

PFF ISHARES TR62.9K shares-12.69%2026-06-302026-08-06

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AIG AMERICAN INTL GROUP INC25.5K shares13.55%2026-06-302026-08-06

ALL ALLSTATE CORP7.9K shares62.38%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC18.9K shares63.32%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL58.3K shares27.38%2026-06-302026-08-06

LAM RESEARCH CORP LAM RESEARCH CORP50 sharesnew addition2026-06-302026-08-06

ENPH ENPHASE ENERGY INC37.6K shares44.32%2026-06-302026-08-06

DIS DISNEY WALT CO19.1K shares32.08%2026-06-302026-08-06

SLB SLB LIMITED39.4K shares38.80%2026-06-302026-08-06

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AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC15.4K shares20.19%2026-06-302026-08-06

BOKF BOK FINL CORP13.1K sharesnew addition2026-06-302026-08-06

PRN INVESCO EXCHANGE TRADED FD T6.9K shares-1.18%2026-06-302026-08-06

GNSS GENASYS INC1.0M shares-1.92%2026-06-302026-08-06

VTRS VIATRIS INC112.2K shares51.91%2026-06-302026-08-06

IAU ISHARES GOLD TR23.5K shares23.28%2026-06-302026-08-06

FAST FASTENAL CO36.6K shares535.81%2026-06-302026-08-06

YUM YUM BRANDS INC10.9K shares80.44%2026-06-302026-08-06

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LYFT INC LYFT INC119.8K shares51.04%2026-06-302026-08-06

USTB VICTORY PORTFOLIOS II34.5K sharesnew addition2026-06-302026-08-06

ELV ELEVANCE HEALTH INC FORMERLY4.5K shares11.69%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC2.4K shares1.95%2026-06-302026-08-06

CI THE CIGNA GROUP6.3K shares-1.27%2026-06-302026-08-06

WES WESTERN MIDSTREAM PARTNERS L39.6K shares0.00%2026-06-302026-08-06

CIEN CIENA CORP3.5K shares12.91%2026-06-302026-08-06

CFG CITIZENS FINL GROUP INC24.4K shares295.76%2026-06-302026-08-06

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VEEV VEEVA SYS INC9.5K shares707.88%2026-06-302026-08-06

FIX COMFORT SYS USA INC850 shares45.80%2026-06-302026-08-06

EMR EMERSON ELEC CO11.7K shares26.82%2026-06-302026-08-06

XLB SELECT SECTOR SPDR TR33.0K shares-1.86%2026-06-302026-08-06

AEM AGNICO EAGLE MINES LTD10.7K shares-12.37%2026-06-302026-08-06

KHC KRAFT HEINZ CO70.2K shares37.74%2026-06-302026-08-06

TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC50 sharesnew addition2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC21.1K shares18.13%2026-06-302026-08-06

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ITW ILLINOIS TOOL WKS INC6.1K shares102.57%2026-06-302026-08-06

NVIDIA CORPORATION NVIDIA CORPORATION565 sharesnew addition2026-06-302026-08-06

VRTX VERTEX PHARMACEUTICALS INC3.3K shares24.07%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC13.9K shares1.25%2026-06-302026-08-06

USB US BANCORP26.6K shares24.18%2026-06-302026-08-06

PXH INVESCO EXCH TRADED FD TR II57.2K shares329.85%2026-06-302026-08-06

ARCH CAP GROUP LTD ARCH CAP GROUP LTD16.4K sharesnew addition2026-06-302026-08-06

AGNC INVT CORP AGNC INVT CORP145.7K shares34.25%2026-06-302026-08-06

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RKT ROCKET COS INC100.8K shares43.02%2026-06-302026-08-06

PFFA ETFIS SER TR I76.2K sharesnew addition2026-06-302026-08-06

SON SONOCO PRODS CO27.5K shares42.08%2026-06-302026-08-06

JPIN J P MORGAN EXCHANGE TRADED F21.3K shares0.00%2026-06-302026-08-06

3M CO 3M CO9.4K shares242.88%2026-06-302026-08-06

VPU VANGUARD WORLD FD7.8K shares-9.47%2026-06-302026-08-06

NVS NOVARTIS AG9.7K shares42.66%2026-06-302026-08-06

ZBH ZIMMER BIOMET HOLDINGS INC17.6K shares57.28%2026-06-302026-08-06

Sponsored

GPN GLOBAL PMTS INC20.7K shares41.21%2026-06-302026-08-06

JBL JABIL INC3.9K shares22.55%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-06

PCTY PAYLOCITY HLDG CORP14.3K shares37.41%2026-06-302026-08-06

PRMB PRIMO BRANDS CORPORATION60.8K shares-4.10%2026-06-302026-08-06

BEN FRANKLIN RESOURCES INC44.4K shares295.55%2026-06-302026-08-06

IWD ISHARES TR6.1K shares12.94%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F9.5K shares26.32%2026-06-302026-08-06

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CNC CENTENE CORP DEL22.7K shares18.70%2026-06-302026-08-06

QUALCOMM INC QUALCOMM INC200 sharesnew addition2026-06-302026-08-06

UTG REAVES UTIL INCOME FD35.7K shares103.75%2026-06-302026-08-06

WDAY WORKDAY INC11.8K shares41.30%2026-06-302026-08-06

PSA PUBLIC STORAGE4.5K shares10.30%2026-06-302026-08-06

PPLT ABRDN PLATINUM ETF TRUST102.0K shares900.00%2026-06-302026-08-06

SHEL SHELL PLC18.6K shares14.63%2026-06-302026-08-06

ADT INC DEL ADT INC DEL219.4K shares33.76%2026-06-302026-08-06

Sponsored

BA BOEING CO6.6K shares27.53%2026-06-302026-08-06

SOXX ISHARES TR2.2K shares-7.04%2026-06-302026-08-06

SCI SERVICE CORP INTL18.6K sharesnew addition2026-06-302026-08-06

ABNB AIRBNB INC9.9K shares49.15%2026-06-302026-08-06

HUBS HUBSPOT INC7.7K shares61.13%2026-06-302026-08-06

GWW WW GRAINGER INC1.0K shares14.33%2026-06-302026-08-06

PTF INVESCO EXCHANGE TRADED FD T10.1K shares-27.23%2026-06-302026-08-06

COP CONOCOPHILLIPS13.1K shares23.58%2026-06-302026-08-06

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ERIC TELEFONAKTIEBOLAGET LM ERICS122.3K shares24.73%2026-06-302026-08-06

IYC ISHARES TR13.2K shares-22.90%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC2.7K shares-6.77%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE26.6K shares-0.14%2026-06-302026-08-06

EGO ELDORADO GOLD CORP NEW42.0K shares63.37%2026-06-302026-08-06

AMERIPRISE FINL INC AMERIPRISE FINL INC2.8K shares-7.02%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS17.7K shares-1.25%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.7K shares-63.84%2026-06-302026-08-06

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F FORD MTR CO92.5K shares-2.78%2026-06-302026-08-06

PVH PVH CORPORATION17.3K shares15.43%2026-06-302026-08-06

EOG RES INC EOG RES INC450 sharesnew addition2026-06-302026-08-06

TRMB TRIMBLE INC25.0K shares59.80%2026-06-302026-08-06

HWKN HAWKINS INC9.0K shares-0.22%2026-06-302026-08-06

AWR AMER STATES WTR CO15.2K sharesnew addition2026-06-302026-08-06

BX BLACKSTONE INC10.6K shares16.75%2026-06-302026-08-06

IAK ISHARES TR8.9K shares-8.58%2026-06-302026-08-06

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ESGU ISHARES TR7.5K shares1.43%2026-06-302026-08-06

ANET ARISTA NETWORKS INC7.2K shares29.00%2026-06-302026-08-06

HYG ISHARES TR15.3K shares136.86%2026-06-302026-08-06

CAH CARDINAL HEALTH INC5.1K shares90.93%2026-06-302026-08-06

ARI APOLLO COML REAL ESTATE FIN114.1K shares-5.25%2026-06-302026-08-06

HDEF DBX ETF TR37.7K shares0.00%2026-06-302026-08-06

XT ISHARES TR14.6K shares-8.38%2026-06-302026-08-06

OKE ONEOK INC NEW13.9K shares-10.02%2026-06-302026-08-06

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ILF ISHARES TR35.7K shares8.09%2026-06-302026-08-06

VAW VANGUARD WORLD FD5.2K shares-6.34%2026-06-302026-08-06

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.13.0K shares14.87%2026-06-302026-08-06

MET METLIFE INC13.9K shares17.36%2026-06-302026-08-06

TER TERADYNE INC2.4K shares25.45%2026-06-302026-08-06

TSCO TRACTOR SUPPLY CO37.0K shares-0.92%2026-06-302026-08-06

WMB WILLIAMS COS INC15.7K shares40.84%2026-06-302026-08-06

PUI INVESCO EXCHANGE TRADED FD T24.5K sharesnew addition2026-06-302026-08-06

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CORTEVA INC CORTEVA INC13.8K shares82.71%2026-06-302026-08-06

AXON AXON ENTERPRISE INC2.1K shares6.10%2026-06-302026-08-06

SMH VANECK ETF TRUST1.8K shares-1.90%2026-06-302026-08-06

ARES CAPITAL CORP ARES CAPITAL CORP61.7K shares7.66%2026-06-302026-08-06

ADM ARCHER DANIELS MIDLAND CO14.9K shares-32.04%2026-06-302026-08-06

SYK STRYKER CORPORATION3.6K shares66.57%2026-06-302026-08-06

ROST ROSS STORES INC5.3K shares46.19%2026-06-302026-08-06

CDNS CADENCE DESIGN SYSTEM INC3.0K shares56.52%2026-06-302026-08-06

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B BARRICK MNG CORP30.5K sharesnew addition2026-06-302026-08-06

JBHT HUNT J B TRANS SVCS INC3.9K shares49.40%2026-06-302026-08-06

VBK VANGUARD INDEX FDS3.1K shares-2.30%2026-06-302026-08-06

MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC47 sharesnew addition2026-06-302026-08-06

EMLC VANECK ETF TRUST43.3K shares435.82%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC2.7K shares-12.89%2026-06-302026-08-06

AON AON PLC3.3K shares146.34%2026-06-302026-08-06

TTD THE TRADE DESK INC60.2K sharesnew addition2026-06-302026-08-06

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IDEXX LABS INC IDEXX LABS INC2.1K shares36.64%2026-06-302026-08-06

NMRA NEUMORA THERAPEUTICS INC.638.8K shares0.00%2026-06-302026-08-06

TPR TAPESTRY INC7.4K shares7.87%2026-06-302026-08-06

XLRE SELECT SECTOR SPDR TR24.5K shares-3.85%2026-06-302026-08-06

MFC MANULIFE FINL CORP26.5K shares5.40%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION INC2.2K shares59.85%2026-06-302026-08-06

HSY HERSHEY CO6.1K shares6.31%2026-06-302026-08-06

CGCP CAPITAL GRP FIXED INCM ETF T47.7K shares-14.02%2026-06-302026-08-06

Sponsored

DHR DANAHER CORP DEL5.6K shares-4.01%2026-06-302026-08-06

AMT AMERICAN TOWER CORP6.5K shares20.61%2026-06-302026-08-06

IWR ISHARES TR9.6K shares24.70%2026-06-302026-08-06

CITIGROUP INC CITIGROUP INC150 sharesnew addition2026-06-302026-08-06

PXI INVESCO EXCHANGE TRADED FD T19.0K shares8.08%2026-06-302026-08-06

NLY ANNALY CAPITAL MANAGEMENT IN46.6K shares226.67%2026-06-302026-08-06

GIS GENERAL MILLS INC29.9K shares47.89%2026-06-302026-08-06

JPC NUVEEN PFD & INCOME OPPORTUN130.5K shares31.71%2026-06-302026-08-06

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ITB ISHARES TR9.9K shares-10.31%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR27.9K shares-7.39%2026-06-302026-08-06

RPG INVESCO EXCHANGE TRADED FD T16.1K shares-2.13%2026-06-302026-08-06

TWILIO INC TWILIO INC100 sharesnew addition2026-06-302026-08-06

UPWORK INC UPWORK INC122.7K shares60.33%2026-06-302026-08-06

SFM SPROUTS FMRS MKT INC12.1K sharesnew addition2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST25.3K shares0.00%2026-06-302026-08-06

SOFI SOFI TECHNOLOGIES INC56.6K shares55.70%2026-06-302026-08-06

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COR CENCORA INC3.6K shares24.31%2026-06-302026-08-06

DSI ISHARES TR7.1K shares-0.17%2026-06-302026-08-06

GLW CORNING INC3.9K shares39.61%2026-06-302026-08-06

PDN INVESCO EXCH TRADED FD TR II22.2K shares29.02%2026-06-302026-08-06

AVIV AMERICAN CENTY ETF TR12.9K shares0.10%2026-06-302026-08-06

FITB FIFTH THIRD BANCORP17.6K shares44.27%2026-06-302026-08-06

AWP ABRDN GLOBAL PREMIER PPTYS F83.0K shares2.07%2026-06-302026-08-06

PHO INVESCO EXCHANGE TRADED FD T14.1K shares831.69%2026-06-302026-08-06

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O REALTY INCOME CORP15.8K shares77.01%2026-06-302026-08-06

PCG PG&E CORP58.0K shares-19.61%2026-06-302026-08-06

MAA MID-AMER APT CMNTYS INC7.0K shares200.13%2026-06-302026-08-06

STT STATE STR CORP5.7K shares-1.99%2026-06-302026-08-06

GSY INVESCO ACTIVELY MANAGED EXC19.2K shares1.04%2026-06-302026-08-06

MMC MARSH & MCLENNAN COS INC5.7K shares11.20%2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC15.2K shares8.44%2026-06-302026-08-06

XBI SPDR SERIES TRUST6.0K shares-17.73%2026-06-302026-08-06

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP11.7K shares0.33%2026-06-302026-08-06

ADOBE INC ADOBE INC4.6K shares13.52%2026-06-302026-08-06

HQH ABRDN HEALTHCARE INVESTORS42.9K shares2.07%2026-06-302026-08-06

KRE SPDR SERIES TRUST12.6K shares-19.23%2026-06-302026-08-06

DTE DTE ENERGY CO6.2K shares44.69%2026-06-302026-08-06

DOMINION ENERGY INC DOMINION ENERGY INC13.6K shares-8.82%2026-06-302026-08-06

FTNT FORTINET INC6.0K shares56.49%2026-06-302026-08-06

VRP INVESCO EXCH TRADED FD TR II37.8K shares3.14%2026-06-302026-08-06

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.8K sharesnew addition2026-06-302026-08-06

PGX INVESCO EXCH TRADED FD TR II84.0K shares0.00%2026-06-302026-08-06

LUV SOUTHWEST AIRLS CO17.6K shares9.98%2026-06-302026-08-06

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.9K shares20.46%2026-06-302026-08-06

MORT VANECK ETF TRUST87.4K shares101.76%2026-06-302026-08-06

EIX EDISON INTL12.0K shares41.11%2026-06-302026-08-06

RBC RBC BEARINGS INC1.4K shares59.24%2026-06-302026-08-06

ORI OLD REP INTL CORP21.7K shares0.87%2026-06-302026-08-06

Sponsored

BKNG BOOKING HOLDINGS INC4.9K shares2317.65%2026-06-302026-08-06

SNOWFLAKE INC SNOWFLAKE INC3.4K shares91.72%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN3.9K shares14.21%2026-06-302026-08-06

CRS CARPENTER TECHNOLOGY CORP1.4K shares175.73%2026-06-302026-08-06

VANGUARD INDEX FDS

6.66%

Shares440.8K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

-2.25%

Shares5.2M

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

14.93%

Shares662.5K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-2.92%

Shares2.4M

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

46.77%

Shares331.8K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.69%

Shares170.2K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

8.46%

Shares957.0K

Event2026-06-30

Filed2026-08-06

MPLX

MPLX LP

0.00%

Shares1.6M

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

-4.20%

Shares2.9M

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

12.01%

Shares128.0K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-4.84%

Shares3.1M

Event2026-06-30

Filed2026-08-06

ISHARES TR

27.77%

Shares787.9K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

-3.95%

Shares1.4M

Event2026-06-30

Filed2026-08-06

ISHARES TR

109.19%

Shares85.8K

Event2026-06-30

Filed2026-08-06

DSTL

ETF SER SOLUTIONS

9.55%

Shares1.0M

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

8.36%

Shares713.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

100.71%

Shares162.1K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

11574.29%

Shares368.7K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

23.84%

Shares275.1K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

381.23%

Shares366.1K

Event2026-06-30

Filed2026-08-06

JGRO

J P MORGAN EXCHANGE TRADED F

23.19%

Shares541.6K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

52.59%

Shares138.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

24.99%

Shares135.1K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

-1.70%

Shares397.7K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

61.44%

Shares194.8K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

1.99%

Shares210.3K

Event2026-06-30

Filed2026-08-06

IQDG

WISDOMTREE TR

-1.48%

Shares1.1M

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

2.76%

Shares885.0K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-3.87%

Shares102.4K

Event2026-06-30

Filed2026-08-06

IAUM

ISHARES GOLD TRUST MICRO

13.97%

Shares1.1M

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

38.45%

Shares130.3K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

-5.11%

Shares767.5K

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TR

-1.87%

Shares816.8K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

2.12%

Shares654.6K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-2.18%

Shares641.5K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

-2.90%

Shares747.0K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

12.67%

Shares32.9K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE TR

-2.61%

Shares744.2K

Event2026-06-30

Filed2026-08-06

FNDB

SCHWAB STRATEGIC TR

-2.19%

Shares1.2M

Event2026-06-30

Filed2026-08-06

BROADCOM INC

268.78%

Shares95.5K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-7.68%

Shares258.2K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

39.34%

Shares96.0K

Event2026-06-30

Filed2026-08-06

JMBS

JANUS DETROIT STR TR

-3.43%

Shares775.9K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

26.06%

Shares181.2K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

-0.83%

Shares319.9K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES TR

-3.58%

Shares182.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

10.57%

Shares103.1K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-5.62%

Shares126.8K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

-2.22%

Shares800.2K

Event2026-06-30

Filed2026-08-06

IJS

ISHARES TR

-4.11%

Shares222.3K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

30802.18%

Shares141.5K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

-5.75%

Shares300.2K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

-3.72%

Shares515.4K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

-1.77%

Shares552.2K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-3.19%

Shares209.8K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

646.54%

Shares202.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

5.00%

Shares205.5K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

-13.42%

Shares465.0K

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB STRATEGIC TR

-0.29%

Shares591.6K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

-2.98%

Shares157.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

108.16%

Shares24.8K

Event2026-06-30

Filed2026-08-06

ILCV

ISHARES TR

-3.20%

Shares226.6K

Event2026-06-30

Filed2026-08-06

GSIE

GOLDMAN SACHS ETF TR

-2.16%

Shares491.0K

Event2026-06-30

Filed2026-08-06

INTF

ISHARES TR

-1.96%

Shares546.8K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

227.62%

Shares126.5K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-6.87%

Shares286.8K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

-1.71%

Shares214.3K

Event2026-06-30

Filed2026-08-06

ICOW

PACER FDS TR

11.02%

Shares511.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

3.01%

Shares59.6K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-7.54%

Shares28.0K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.99%

Shares41.1K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

12.32%

Shares26.8K

Event2026-06-30

Filed2026-08-06

IAI

ISHARES TR

-6.31%

Shares110.9K

Event2026-06-30

Filed2026-08-06

VTHR

VANGUARD SCOTTSDALE FDS

20.96%

Shares57.8K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-11.90%

Shares84.6K

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

13.89%

Shares359.6K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

3.31%

Shares150.5K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

0.51%

Shares458.8K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

-2.15%

Shares184.2K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

736.16%

Shares48.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

134.45%

Shares13.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

287.19%

Shares202.5K

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS ETF TR

-1.02%

Shares115.0K

Event2026-06-30

Filed2026-08-06

MGC

VANGUARD WORLD FD

0.60%

Shares59.2K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-1.63%

Shares192.4K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

-4.44%

Shares59.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-8.61%

Shares62.0K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

295.78%

Shares11.6K

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

0.00%

Shares130.8K

Event2026-06-30

Filed2026-08-06

IIPR

INNOVATIVE INDL PPTYS INC

1.55%

Shares217.8K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

-2.10%

Shares234.3K

Event2026-06-30

Filed2026-08-06

DISV

DIMENSIONAL ETF TRUST

-0.93%

Shares321.4K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

52.49%

Shares50.2K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

32.11%

Shares79.8K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

545.37%

Shares24.2K

Event2026-06-30

Filed2026-08-06

VISA INC

10.39%

Shares35.2K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

-1.50%

Shares218.2K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

12.42%

Shares62.4K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

31.72%

Shares45.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.62%

Shares23.1K

Event2026-06-30

Filed2026-08-06

FIRST TR EXCHANGE TRADED FD

4.10%

Shares145.2K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

17.35%

Shares26.1K

Event2026-06-30

Filed2026-08-06

SSUS

STRATEGY SHS

5.13%

Shares193.2K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

5.57%

Shares359.2K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

8.60%

Shares147.2K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

371.12%

Shares49.2K

Event2026-06-30

Filed2026-08-06

PTLC

PACER FDS TR

8.35%

Shares172.1K

Event2026-06-30

Filed2026-08-06

JPEF

J P MORGAN EXCHANGE TRADED F

-4.69%

Shares124.5K

Event2026-06-30

Filed2026-08-06

OBDC

BLUE OWL CAPITAL CORPORATION

105.93%

Shares917.6K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-4.17%

Shares272.8K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

307.15%

Shares32.9K

Event2026-06-30

Filed2026-08-06

MGNR

AMERICAN BEACON SELECT FUNDS

83.53%

Shares199.0K

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC

833.92%

Shares103.2K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

9.46%

Shares123.0K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

-6.36%

Shares66.9K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

-4.95%

Shares130.4K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

-2.32%

Shares47.2K

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP

1.68%

Shares97.5K

Event2026-06-30

Filed2026-08-06

VOX

VANGUARD WORLD FD

-1.74%

Shares47.3K

Event2026-06-30

Filed2026-08-06

ICE

INTERCONTINENTAL EXCHANGE IN

151.11%

Shares70.1K

Event2026-06-30

Filed2026-08-06

EMGF

ISHARES INC

-1.03%

Shares109.7K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

360.35%

Shares91.0K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

44.40%

Shares47.8K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

13.74%

Shares67.4K

Event2026-06-30

Filed2026-08-06

XCEM

COLUMBIA ETF TR II

-8.29%

Shares147.2K

Event2026-06-30

Filed2026-08-06

PTIN

PACER FDS TR

5.45%

Shares210.0K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

295.43%

Shares34.9K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

0.27%

Shares21.2K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

-4.61%

Shares82.0K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

927.96%

Shares30.4K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-0.36%

Shares131.0K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

11.02%

Shares26.4K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

321.55%

Shares58.9K

Event2026-06-30

Filed2026-08-06

GCOW

PACER FDS TR

2.29%

Shares165.9K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

0.98%

Shares307.3K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.39%

Shares50.8K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

-9.15%

Shares23.6K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

3.98%

Shares16.5K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

69.44%

Shares7.2K

Event2026-06-30

Filed2026-08-06

GSEW

GOLDMAN SACHS ETF TR

-4.73%

Shares73.8K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-2.99%

Shares38.2K

Event2026-06-30

Filed2026-08-06

AVUS

AMERICAN CENTY ETF TR

0.16%

Shares53.7K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-0.79%

Shares80.4K

Event2026-06-30

Filed2026-08-06

PHM

PULTE GROUP INC

New

Shares49.8K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-0.36%

Shares18.2K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

1014.20%

Shares70.5K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

304.53%

Shares6.6K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

4.88%

Shares51.2K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

263.52%

Shares24.3K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

119.64%

Shares6.8K

Event2026-06-30

Filed2026-08-06

BXSL

BLACKSTONE SECD LENDING FD

227.51%

Shares275.5K

Event2026-06-30

Filed2026-08-06

DELL TECHNOLOGIES INC

New

Shares200

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

-5.14%

Shares184.5K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

-0.60%

Shares14.8K

Event2026-06-30

Filed2026-08-06

XLC

SELECT SECTOR SPDR TR

40.26%

Shares58.9K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES TR

12.13%

Shares66.6K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

474.51%

Shares72.9K

Event2026-06-30

Filed2026-08-06

CGGO

CAPITAL GROUP GBL GROWTH EQT

-1.25%

Shares147.5K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

1994.73%

Shares20.7K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

-5.13%

Shares46.8K

Event2026-06-30

Filed2026-08-06

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.27%

Shares81.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-10.01%

Shares37.4K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

48.70%

Shares14.7K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

945.46%

Shares20.9K

Event2026-06-30

Filed2026-08-06

AVES

AMERICAN CENTY ETF TR

-3.13%

Shares92.2K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

3.37%

Shares40.9K

Event2026-06-30

Filed2026-08-06

PXF

INVESCO EXCH TRADED FD TR II

-4.91%

Shares77.3K

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC

-11.06%

Shares14.0K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

329.94%

Shares80.4K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

0.29%

Shares36.4K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

300.90%

Shares13.9K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

39.24%

Shares38.3K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

16.51%

Shares61.2K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

0.72%

Shares57.9K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-1.37%

Shares16.3K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-10.55%

Shares102.0K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

13.60%

Shares60.8K

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC

-9.00%

Shares24.9K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

16.55%

Shares19.6K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

-3.21%

Shares52.1K

Event2026-06-30

Filed2026-08-06

GEM

GOLDMAN SACHS ETF TR

-0.22%

Shares100.3K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

7.07%

Shares12.0K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

3.55%

Shares14.0K

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

30.95%

Shares101.8K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

6.46%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

265.22%

Shares10.1K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

21.98%

Shares208.5K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

-13.82%

Shares16.4K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

-6.25%

Shares85.2K

Event2026-06-30

Filed2026-08-06

DIVO

AMPLIFY ETF TR

-5.92%

Shares106.7K

Event2026-06-30

Filed2026-08-06

HQY

HEALTHEQUITY INC

New

Shares53.2K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-21.09%

Shares34.2K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

3.67%

Shares107.4K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-21.98%

Shares13.1K

Event2026-06-30

Filed2026-08-06

ALPS ETF TR

0.40%

Shares90.0K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

9.95%

Shares4.3K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

173.88%

Shares46.6K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

71.90%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VCR

VANGUARD WORLD FD

-9.56%

Shares11.1K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

-3.02%

Shares43.1K

Event2026-06-30

Filed2026-08-06

ECL

ECOLAB INC

170.29%

Shares15.8K

Event2026-06-30

Filed2026-08-06

AAXJ

ISHARES TR

-3.43%

Shares36.8K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

37.93%

Shares19.6K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

0.99%

Shares19.2K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

386.55%

Shares105.5K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

-4.93%

Shares84.2K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

8.57%

Shares7.4K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD WORLD FD

-8.01%

Shares11.8K

Event2026-06-30

Filed2026-08-06

EHC

ENCOMPASS HEALTH CORP

-7.49%

Shares42.0K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-7.59%

Shares27.1K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

23.31%

Shares99.6K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

-9.18%

Shares74.0K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

15.36%

Shares13.8K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

-1.08%

Shares114.2K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

9.32%

Shares30.3K

Event2026-06-30

Filed2026-08-06

TOTL

SSGA ACTIVE ETF TR

-0.58%

Shares103.8K

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

-1.69%

Shares74.7K

Event2026-06-30

Filed2026-08-06

TXT

TEXTRON INC

New

Shares44.3K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

2.29%

Shares42.0K

Event2026-06-30

Filed2026-08-06

TMUS

T-MOBILE US INC

2.64%

Shares24.1K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

106.43%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

1.68%

Shares125.3K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares17.5K

Event2026-06-30

Filed2026-08-06

PEY

INVESCO EXCHANGE TRADED FD T

-1.34%

Shares167.8K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

5.26%

Shares7.6K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares17.4K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

203.21%

Shares5.4K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

0.77%

Shares45.9K

Event2026-06-30

Filed2026-08-06

EXE

EXPAND ENERGY CORPORATION

3.79%

Shares41.2K

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC

11.98%

Shares8.3K

Event2026-06-30

Filed2026-08-06

AT&T INC

-9.36%

Shares172.4K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

45.47%

Shares27.1K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

24.77%

Shares32.9K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

70.17%

Shares41.0K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-2.51%

Shares3.4K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

100.20%

Shares40.2K

Event2026-06-30

Filed2026-08-06

FLTR

VANECK ETF TRUST

-6.02%

Shares128.7K

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

-3.57%

Shares21.9K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

19.15%

Shares28.1K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

-11.13%

Shares14.5K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

51.74%

Shares20.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

4.81%

Shares20.8K

Event2026-06-30

Filed2026-08-06

HPE-PC

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares28.0K

Event2026-06-30

Filed2026-08-06

PERMIAN RESOURCES CORP

-61.18%

Shares173.6K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

11.64%

Shares21.0K

Event2026-06-30

Filed2026-08-06

HALOZYME THERAPEUTICS INC

-3.05%

Shares40.5K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares63.1K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

17.10%

Shares12.0K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

55.16%

Shares34.2K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

-7.96%

Shares7.7K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

6.56%

Shares29.9K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

80.34%

Shares17.8K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

-5.04%

Shares28.0K

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

New

Shares59.2K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

33.27%

Shares54.3K

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT CO INC

New

Shares29.7K

Event2026-06-30

Filed2026-08-06

PFFD

GLOBAL X FDS

-3.29%

Shares152.6K

Event2026-06-30

Filed2026-08-06

NGL

NGL ENERGY PARTNERS LP

1.71%

Shares178.8K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

55.47%

Shares5.5K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-3.20%

Shares39.1K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

30.90%

Shares39.2K

Event2026-06-30

Filed2026-08-06

PDEC

INNOVATOR ETFS TRUST

-6.17%

Shares60.8K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

2.56%

Shares82.3K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

111.48%

Shares5.3K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

0.04%

Shares58.4K

Event2026-06-30

Filed2026-08-06

IYF

ISHARES TR

-19.39%

Shares21.4K

Event2026-06-30

Filed2026-08-06

DEERE & CO

9.43%

Shares4.3K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

28.06%

Shares21.8K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

144.15%

Shares6.8K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

334.26%

Shares32.8K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-0.56%

Shares46.4K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

-3.36%

Shares58.0K

Event2026-06-30

Filed2026-08-06

MLPA

GLOBAL X FDS

-1.69%

Shares48.9K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

77.85%

Shares27.2K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

110.00%

Shares9.5K

Event2026-06-30

Filed2026-08-06

JEF

JEFFERIES FINANCIAL GROUP IN

12.95%

Shares49.4K

Event2026-06-30

Filed2026-08-06

BCI

ABRDN ETFS

-22.89%

Shares110.3K

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

-5.21%

Shares46.8K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

25.28%

Shares19.4K

Event2026-06-30

Filed2026-08-06

RPV

INVESCO EXCHANGE TRADED FD T

-5.60%

Shares21.4K

Event2026-06-30

Filed2026-08-06

KLA CORP

New

Shares100

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

15.78%

Shares7.0K

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP

-6.67%

Shares10.7K

Event2026-06-30

Filed2026-08-06

OMFL

INVESCO EXCH TRD SLF IDX FD

0.22%

Shares34.5K

Event2026-06-30

Filed2026-08-06

ROP

ROPER TECHNOLOGIES INC

-6.26%

Shares6.9K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

72.06%

Shares24.7K

Event2026-06-30

Filed2026-08-06

TPYP

TORTOISE CAPITAL SERIES TRUS

-3.76%

Shares54.6K

Event2026-06-30

Filed2026-08-06

AUB

ATLANTIC UN BANKSHARES CORP

-1.18%

Shares53.9K

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

29.74%

Shares39.3K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

15.63%

Shares21.6K

Event2026-06-30

Filed2026-08-06

RBRK

RUBRIK INC.

-16.07%

Shares27.8K

Event2026-06-30

Filed2026-08-06

VTR

VENTAS INC

25.74%

Shares25.1K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

57.24%

Shares20.7K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

34.43%

Shares6.2K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

12.98%

Shares23.1K

Event2026-06-30

Filed2026-08-06

ENB

ENBRIDGE INC

-25.56%

Shares40.2K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

-10.40%

Shares8.5K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

11.29%

Shares47.2K

Event2026-06-30

Filed2026-08-06

IDYA

IDEAYA BIOSCIENCES INC

-0.57%

Shares57.1K

Event2026-06-30

Filed2026-08-06

EVERSOURCE ENERGY

69.17%

Shares29.3K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

22.42%

Shares16.7K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

0.71%

Shares25.6K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

15.89%

Shares14.3K

Event2026-06-30

Filed2026-08-06

DOCN

DIGITALOCEAN HLDGS INC

-27.61%

Shares13.2K

Event2026-06-30

Filed2026-08-06

IEO

ISHARES TR

-27.41%

Shares18.7K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

3.07%

Shares6.9K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares72.0K

Event2026-06-30

Filed2026-08-06

APA CORPORATION

5.92%

Shares61.7K

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS INC

40.52%

Shares9.4K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

51.57%

Shares9.9K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

57.11%

Shares6.0K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

9.65%

Shares8.1K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

33.24%

Shares8.7K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

17.57%

Shares8.1K

Event2026-06-30

Filed2026-08-06

CALF

PACER FDS TR

New

Shares38.5K

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

41.91%

Shares8.2K

Event2026-06-30

Filed2026-08-06

BSM

BLACK STONE MINERALS L P

0.00%

Shares138.9K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

12.51%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CRWV

COREWEAVE INC

-11.56%

Shares19.3K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

-12.69%

Shares62.9K

Event2026-06-30

Filed2026-08-06

AIG

AMERICAN INTL GROUP INC

13.55%

Shares25.5K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

62.38%

Shares7.9K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

63.32%

Shares18.9K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

27.38%

Shares58.3K

Event2026-06-30

Filed2026-08-06

LAM RESEARCH CORP

New

Shares50

Event2026-06-30

Filed2026-08-06

ENPH

ENPHASE ENERGY INC

44.32%

Shares37.6K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

32.08%

Shares19.1K

Event2026-06-30

Filed2026-08-06

SLB

SLB LIMITED

38.80%

Shares39.4K

Event2026-06-30

Filed2026-08-06

AKAMAI TECHNOLOGIES INC

20.19%

Shares15.4K

Event2026-06-30

Filed2026-08-06

BOKF

BOK FINL CORP

New

Shares13.1K

Event2026-06-30

Filed2026-08-06

PRN

INVESCO EXCHANGE TRADED FD T

-1.18%

Shares6.9K

Event2026-06-30

Filed2026-08-06

GNSS

GENASYS INC

-1.92%

Shares1.0M

Event2026-06-30

Filed2026-08-06

VTRS

VIATRIS INC

51.91%

Shares112.2K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

23.28%

Shares23.5K

Event2026-06-30

Filed2026-08-06

FAST

FASTENAL CO

535.81%

Shares36.6K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

80.44%

Shares10.9K

Event2026-06-30

Filed2026-08-06

LYFT INC

51.04%

Shares119.8K

Event2026-06-30

Filed2026-08-06

USTB

VICTORY PORTFOLIOS II

New

Shares34.5K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY

11.69%

Shares4.5K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

1.95%

Shares2.4K

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP

-1.27%

Shares6.3K

Event2026-06-30

Filed2026-08-06

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares39.6K

Event2026-06-30

Filed2026-08-06

CIEN

CIENA CORP

12.91%

Shares3.5K

Event2026-06-30

Filed2026-08-06

CFG

CITIZENS FINL GROUP INC

295.76%

Shares24.4K

Event2026-06-30

Filed2026-08-06

VEEV

VEEVA SYS INC

707.88%

Shares9.5K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

45.80%

Shares850

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

26.82%

Shares11.7K

Event2026-06-30

Filed2026-08-06

XLB

SELECT SECTOR SPDR TR

-1.86%

Shares33.0K

Event2026-06-30

Filed2026-08-06

AEM

AGNICO EAGLE MINES LTD

-12.37%

Shares10.7K

Event2026-06-30

Filed2026-08-06

KHC

KRAFT HEINZ CO

37.74%

Shares70.2K

Event2026-06-30

Filed2026-08-06

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares50

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

18.13%

Shares21.1K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

102.57%

Shares6.1K

Event2026-06-30

Filed2026-08-06

NVIDIA CORPORATION

New

Shares565

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

24.07%

Shares3.3K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

1.25%

Shares13.9K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

24.18%

Shares26.6K

Event2026-06-30

Filed2026-08-06

PXH

INVESCO EXCH TRADED FD TR II

329.85%

Shares57.2K

Event2026-06-30

Filed2026-08-06

ARCH CAP GROUP LTD

New

Shares16.4K

Event2026-06-30

Filed2026-08-06

AGNC INVT CORP

34.25%

Shares145.7K

Event2026-06-30

Filed2026-08-06

RKT

ROCKET COS INC

43.02%

Shares100.8K

Event2026-06-30

Filed2026-08-06

PFFA

ETFIS SER TR I

New

Shares76.2K

Event2026-06-30

Filed2026-08-06

SON

SONOCO PRODS CO

42.08%

Shares27.5K

Event2026-06-30

Filed2026-08-06

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares21.3K

Event2026-06-30

Filed2026-08-06

3M CO

242.88%

Shares9.4K

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

-9.47%

Shares7.8K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

42.66%

Shares9.7K

Event2026-06-30

Filed2026-08-06

ZBH

ZIMMER BIOMET HOLDINGS INC

57.28%

Shares17.6K

Event2026-06-30

Filed2026-08-06

GPN

GLOBAL PMTS INC

41.21%

Shares20.7K

Event2026-06-30

Filed2026-08-06

JBL

JABIL INC

22.55%

Shares3.9K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-06

PCTY

PAYLOCITY HLDG CORP

37.41%

Shares14.3K

Event2026-06-30

Filed2026-08-06

PRMB

PRIMO BRANDS CORPORATION

-4.10%

Shares60.8K

Event2026-06-30

Filed2026-08-06

BEN

FRANKLIN RESOURCES INC

295.55%

Shares44.4K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

12.94%

Shares6.1K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

26.32%

Shares9.5K

Event2026-06-30

Filed2026-08-06

CNC

CENTENE CORP DEL

18.70%

Shares22.7K

Event2026-06-30

Filed2026-08-06

QUALCOMM INC

New

Shares200

Event2026-06-30

Filed2026-08-06

UTG

REAVES UTIL INCOME FD

103.75%

Shares35.7K

Event2026-06-30

Filed2026-08-06

WDAY

WORKDAY INC

41.30%

Shares11.8K

Event2026-06-30

Filed2026-08-06

PSA

PUBLIC STORAGE

10.30%

Shares4.5K

Event2026-06-30

Filed2026-08-06

PPLT

ABRDN PLATINUM ETF TRUST

900.00%

Shares102.0K

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

14.63%

Shares18.6K

Event2026-06-30

Filed2026-08-06

ADT INC DEL

33.76%

Shares219.4K

Event2026-06-30

Filed2026-08-06

BOEING CO

27.53%

Shares6.6K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

-7.04%

Shares2.2K

Event2026-06-30

Filed2026-08-06

SCI

SERVICE CORP INTL

New

Shares18.6K

Event2026-06-30

Filed2026-08-06

ABNB

AIRBNB INC

49.15%

Shares9.9K

Event2026-06-30

Filed2026-08-06

HUBS

HUBSPOT INC

61.13%

Shares7.7K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

14.33%

Shares1.0K

Event2026-06-30

Filed2026-08-06

PTF

INVESCO EXCHANGE TRADED FD T

-27.23%

Shares10.1K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

23.58%

Shares13.1K

Event2026-06-30

Filed2026-08-06

ERIC

TELEFONAKTIEBOLAGET LM ERICS

24.73%

Shares122.3K

Event2026-06-30

Filed2026-08-06

IYC

ISHARES TR

-22.90%

Shares13.2K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

-6.77%

Shares2.7K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.14%

Shares26.6K

Event2026-06-30

Filed2026-08-06

EGO

ELDORADO GOLD CORP NEW

63.37%

Shares42.0K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

-7.02%

Shares2.8K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-1.25%

Shares17.7K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

-63.84%

Shares1.7K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

-2.78%

Shares92.5K

Event2026-06-30

Filed2026-08-06

PVH

PVH CORPORATION

15.43%

Shares17.3K

Event2026-06-30

Filed2026-08-06

EOG RES INC

New

Shares450

Event2026-06-30

Filed2026-08-06

TRMB

TRIMBLE INC

59.80%

Shares25.0K

Event2026-06-30

Filed2026-08-06

HWKN

HAWKINS INC

-0.22%

Shares9.0K

Event2026-06-30

Filed2026-08-06

AWR

AMER STATES WTR CO

New

Shares15.2K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

16.75%

Shares10.6K

Event2026-06-30

Filed2026-08-06

IAK

ISHARES TR

-8.58%

Shares8.9K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

1.43%

Shares7.5K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

29.00%

Shares7.2K

Event2026-06-30

Filed2026-08-06

HYG

ISHARES TR

136.86%

Shares15.3K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

90.93%

Shares5.1K

Event2026-06-30

Filed2026-08-06

ARI

APOLLO COML REAL ESTATE FIN

-5.25%

Shares114.1K

Event2026-06-30

Filed2026-08-06

HDEF

DBX ETF TR

0.00%

Shares37.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-8.38%

Shares14.6K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

-10.02%

Shares13.9K

Event2026-06-30

Filed2026-08-06

ILF

ISHARES TR

8.09%

Shares35.7K

Event2026-06-30

Filed2026-08-06

VAW

VANGUARD WORLD FD

-6.34%

Shares5.2K

Event2026-06-30

Filed2026-08-06

MICROCHIP TECHNOLOGY INC.

14.87%

Shares13.0K

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

17.36%

Shares13.9K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

25.45%

Shares2.4K

Event2026-06-30

Filed2026-08-06

TSCO

TRACTOR SUPPLY CO

-0.92%

Shares37.0K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

40.84%

Shares15.7K

Event2026-06-30

Filed2026-08-06

PUI

INVESCO EXCHANGE TRADED FD T

New

Shares24.5K

Event2026-06-30

Filed2026-08-06

CORTEVA INC

82.71%

Shares13.8K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC

6.10%

Shares2.1K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

-1.90%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ARES CAPITAL CORP

7.66%

Shares61.7K

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO

-32.04%

Shares14.9K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

66.57%

Shares3.6K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

46.19%

Shares5.3K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INC

56.52%

Shares3.0K

Event2026-06-30

Filed2026-08-06

BARRICK MNG CORP

New

Shares30.5K

Event2026-06-30

Filed2026-08-06

JBHT

HUNT J B TRANS SVCS INC

49.40%

Shares3.9K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

-2.30%

Shares3.1K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

New

Shares47

Event2026-06-30

Filed2026-08-06

EMLC

VANECK ETF TRUST

435.82%

Shares43.3K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

-12.89%

Shares2.7K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

146.34%

Shares3.3K

Event2026-06-30

Filed2026-08-06

TTD

THE TRADE DESK INC

New

Shares60.2K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

36.64%

Shares2.1K

Event2026-06-30

Filed2026-08-06

NMRA

NEUMORA THERAPEUTICS INC.

0.00%

Shares638.8K

Event2026-06-30

Filed2026-08-06

TPR

TAPESTRY INC

7.87%

Shares7.4K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

-3.85%

Shares24.5K

Event2026-06-30

Filed2026-08-06

MFC

MANULIFE FINL CORP

5.40%

Shares26.5K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

59.85%

Shares2.2K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

6.31%

Shares6.1K

Event2026-06-30

Filed2026-08-06

CGCP

CAPITAL GRP FIXED INCM ETF T

-14.02%

Shares47.7K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-4.01%

Shares5.6K

Event2026-06-30

Filed2026-08-06

AMT

AMERICAN TOWER CORP

20.61%

Shares6.5K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

24.70%

Shares9.6K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

New

Shares150

Event2026-06-30

Filed2026-08-06

PXI

INVESCO EXCHANGE TRADED FD T

8.08%

Shares19.0K

Event2026-06-30

Filed2026-08-06

NLY

ANNALY CAPITAL MANAGEMENT IN

226.67%

Shares46.6K

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MILLS INC

47.89%

Shares29.9K

Event2026-06-30

Filed2026-08-06

JPC

NUVEEN PFD & INCOME OPPORTUN

31.71%

Shares130.5K

Event2026-06-30

Filed2026-08-06

ITB

ISHARES TR

-10.31%

Shares9.9K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

-7.39%

Shares27.9K

Event2026-06-30

Filed2026-08-06

RPG

INVESCO EXCHANGE TRADED FD T

-2.13%

Shares16.1K

Event2026-06-30

Filed2026-08-06

TWILIO INC

New

Shares100

Event2026-06-30

Filed2026-08-06

UPWORK INC

60.33%

Shares122.7K

Event2026-06-30

Filed2026-08-06

SFM

SPROUTS FMRS MKT INC

New

Shares12.1K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares25.3K

Event2026-06-30

Filed2026-08-06

SOFI

SOFI TECHNOLOGIES INC

55.70%

Shares56.6K

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

24.31%

Shares3.6K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

-0.17%

Shares7.1K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

39.61%

Shares3.9K

Event2026-06-30

Filed2026-08-06

PDN

INVESCO EXCH TRADED FD TR II

29.02%

Shares22.2K

Event2026-06-30

Filed2026-08-06

AVIV

AMERICAN CENTY ETF TR

0.10%

Shares12.9K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

44.27%

Shares17.6K

Event2026-06-30

Filed2026-08-06

AWP

ABRDN GLOBAL PREMIER PPTYS F

2.07%

Shares83.0K

Event2026-06-30

Filed2026-08-06

PHO

INVESCO EXCHANGE TRADED FD T

831.69%

Shares14.1K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

77.01%

Shares15.8K

Event2026-06-30

Filed2026-08-06

PCG

PG&E CORP

-19.61%

Shares58.0K

Event2026-06-30

Filed2026-08-06

MAA

MID-AMER APT CMNTYS INC

200.13%

Shares7.0K

Event2026-06-30

Filed2026-08-06

STT

STATE STR CORP

-1.99%

Shares5.7K

Event2026-06-30

Filed2026-08-06

GSY

INVESCO ACTIVELY MANAGED EXC

1.04%

Shares19.2K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

11.20%

Shares5.7K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

8.44%

Shares15.2K

Event2026-06-30

Filed2026-08-06

XBI

SPDR SERIES TRUST

-17.73%

Shares6.0K

Event2026-06-30

Filed2026-08-06

PEG

PUBLIC SVC ENTERPRISE GROUP

0.33%

Shares11.7K

Event2026-06-30

Filed2026-08-06

ADOBE INC

13.52%

Shares4.6K

Event2026-06-30

Filed2026-08-06

HQH

ABRDN HEALTHCARE INVESTORS

2.07%

Shares42.9K

Event2026-06-30

Filed2026-08-06

KRE

SPDR SERIES TRUST

-19.23%

Shares12.6K

Event2026-06-30

Filed2026-08-06

DTE

DTE ENERGY CO

44.69%

Shares6.2K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-8.82%

Shares13.6K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

56.49%

Shares6.0K

Event2026-06-30

Filed2026-08-06

VRP

INVESCO EXCH TRADED FD TR II

3.14%

Shares37.8K

Event2026-06-30

Filed2026-08-06

DUPONT DE NEMOURS INC

New

Shares6.8K

Event2026-06-30

Filed2026-08-06

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares84.0K

Event2026-06-30

Filed2026-08-06

LUV

SOUTHWEST AIRLS CO

9.98%

Shares17.6K

Event2026-06-30

Filed2026-08-06

ROYAL CARIBBEAN GROUP

20.46%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MORT

VANECK ETF TRUST

101.76%

Shares87.4K

Event2026-06-30

Filed2026-08-06

EIX

EDISON INTL

41.11%

Shares12.0K

Event2026-06-30

Filed2026-08-06

RBC

RBC BEARINGS INC

59.24%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ORI

OLD REP INTL CORP

0.87%

Shares21.7K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

2317.65%

Shares4.9K

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

91.72%

Shares3.4K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

14.21%

Shares3.9K

Event2026-06-30

Filed2026-08-06

CRS

CARPENTER TECHNOLOGY CORP

175.73%

Shares1.4K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available