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The Analysis of Alteri Wealth LLC's Holdings & P&L

Currently, Alteri Wealth LLC holds 296 types of securities in its portfolio with a total value $362.1M. In the most recent quarter, they have increased their positions in N/A (+56.3K shares, valued at $7.7M), VGT (+9.7K shares, valued at $1.2M), VUG (+13.3K shares, valued at $1.1M); decreased their positions in DELL (-2.1K shares, valued at $902.2K), HPE (-18.7K shares, valued at $842.9K), WDC (-1.0K shares, valued at $661.1K); initiated new positions in N/A (+56.3K shares, valued at $7.7M), SNDK (+288 shares, valued at $654.8K), N/A (+4.3K shares, valued at $481.6K).

1M P&L

+4.7M+1.73%

3M P&L

-4.2M-1.50%

HY P&L

+4.6M+1.68%

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/A89.0M

29.7%

2Semiconductors47.1M

15.7%

3Consumer Electronics22.3M

7.4%

Top Industries by Stock Count

1N/A121 stocks

46.5%

2Semiconductors8 stocks

3.1%

3Drug Manufacturers - General7 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM76.9K shares2.49%2026-06-302026-07-29

NVDA NVIDIA CORPORATION COM107.8K shares0.46%2026-06-302026-07-29

INTC INTEL CORP COM118.4K shares-0.22%2026-06-302026-07-29

BROADCOM INC COM BROADCOM INC COM40.2K shares0.55%2026-06-302026-07-29

GOOGL ALPHABET INC CAP STK CL A28.9K shares2.92%2026-06-302026-07-29

WMT WALMART INC COM81.2K shares0.60%2026-06-302026-07-29

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS56.3K sharesnew addition2026-06-302026-07-29

MSFT MICROSOFT CORP COM20.5K shares6.09%2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC COM31.6K shares11.21%2026-06-302026-07-29

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM15.9K shares2.37%2026-06-302026-07-29

AMGN AMGEN INC COM13.0K shares1.79%2026-06-302026-07-29

BAC BANK OF AMER CORP COM81.6K shares-2.22%2026-06-302026-07-29

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF100.9K shares3.23%2026-06-302026-07-29

META PLATFORMS INC CL A META PLATFORMS INC CL A6.7K shares2.85%2026-06-302026-07-29

LLY ELI LILLY & CO COM3.1K shares2.51%2026-06-302026-07-29

GOOG ALPHABET INC CAP STK CL C10.6K shares-2.60%2026-06-302026-07-29

Sponsored

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF4.8K shares1.57%2026-06-302026-07-29

TSLA TESLA INC COM8.2K shares3.02%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC COM2.7K shares-4.05%2026-06-302026-07-29

BA BOEING CO COM14.3K shares0.26%2026-06-302026-07-29

ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF76.3K shares-1.94%2026-06-302026-07-29

SOXX ISHARES SEMICONDUCTOR ETF4.1K shares0.17%2026-06-302026-07-29

FTNT FORTINET INC COM15.7K shares0.53%2026-06-302026-07-29

CAT CATERPILLAR INC COM2.3K shares0.36%2026-06-302026-07-29

Sponsored

UAL UNITED AIRLS HLDGS INC COM17.7K shares-0.01%2026-06-302026-07-29

APPLIED MATLS INC COM APPLIED MATLS INC COM3.3K shares68.89%2026-06-302026-07-29

QQQ INVESCO QQQ TRUST SERIES I3.2K shares-1.31%2026-06-302026-07-29

QUAL ISHARES MSCI USA QUALITY FACTOR ETF10.5K shares-1.06%2026-06-302026-07-29

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF24.4K shares45.03%2026-06-302026-07-29

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF51.2K shares7.40%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON COM8.3K shares10.91%2026-06-302026-07-29

JPIE JPMORGAN INCOME ETF44.0K shares8.46%2026-06-302026-07-29

Sponsored

WDC WESTERN DIGITAL CORP COM3.1K shares-24.85%2026-06-302026-07-29

RTX CORPORATION COM RTX CORPORATION COM10.5K shares-4.76%2026-06-302026-07-29

GLD SPDR GOLD SHARES5.2K shares2.98%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC COM3.3K shares1.50%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP COM3.7K shares-1.57%2026-06-302026-07-29

VOO VANGUARD S&P 500 ETF2.7K shares6.48%2026-06-302026-07-29

SMIZ ZACKS SMALL/MID CAP ETF40.9K shares-2.71%2026-06-302026-07-29

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF18.4K shares30.68%2026-06-302026-07-29

Sponsored

VBR VANGUARD SMALL CAP VALUE ETF7.4K shares-2.60%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.8K shares-3.26%2026-06-302026-07-29

VISA INC COM CL A VISA INC COM CL A4.8K shares-0.08%2026-06-302026-07-29

HD HOME DEPOT INC COM4.6K shares4.09%2026-06-302026-07-29

VTV VANGUARD VALUE ETF7.4K shares1.77%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC COM4.7K shares-19.37%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC CL C3.7K shares-36.33%2026-06-302026-07-29

DIS DISNEY WALT CO COM15.9K shares-1.46%2026-06-302026-07-29

Sponsored

DGRO ISHARES CORE DIVIDEND GROWTH ETF20.2K shares2.27%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP COM1.5K shares5.91%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO COM6.4K shares0.02%2026-06-302026-07-29

QUIZ ZACKS QUALITY INTERNATIONAL ETF49.5K shares45.93%2026-06-302026-07-29

IWF ISHARES RUSSELL 1000 GROWTH ETF11.4K shares299.97%2026-06-302026-07-29

VUG VANGUARD GROWTH ETF16.0K shares502.98%2026-06-302026-07-29

SMH VANECK SEMICONDUCTOR ETF2.1K shares15.44%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS COM4.7K shares-9.82%2026-06-302026-07-29

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF11.1K shares730.26%2026-06-302026-07-29

C CITIGROUP INC COM NEW9.4K shares-1.60%2026-06-302026-07-29

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF16.7K shares4.54%2026-06-302026-07-29

ABBVIE INC COM ABBVIE INC COM5.2K shares-18.58%2026-06-302026-07-29

CVS CVS HEALTH CORP COM12.7K shares107.00%2026-06-302026-07-29

IWD ISHARES RUSSELL 1000 VALUE ETF5.3K shares-0.32%2026-06-302026-07-29

QCOM QUALCOMM INC COM6.9K shares-0.43%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.3K shares-4.71%2026-06-302026-07-29

Sponsored

BFOR ALPS BARRON'S 400 ETF13.1K shares2.79%2026-06-302026-07-29

MBB ISHARES MBS ETF13.2K shares4.72%2026-06-302026-07-29

PG PROCTER & GAMBLE CO COM8.5K shares8.69%2026-06-302026-07-29

ORACLE CORP COM ORACLE CORP COM8.4K shares94.97%2026-06-302026-07-29

UNP UNION PAC CORP COM4.4K shares8.08%2026-06-302026-07-29

CISCO SYS INC COM CISCO SYS INC COM10.2K shares-3.51%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW2.4K shares1.66%2026-06-302026-07-29

GLW CORNING INC COM4.7K shares172.48%2026-06-302026-07-29

Sponsored

SCHO SCHWAB SHORT-TERM US TREASURY ETF48.7K shares5.85%2026-06-302026-07-29

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF14.2K shares3.44%2026-06-302026-07-29

TNGY TORTOISE ENERGY ETF119.4K shares2.27%2026-06-302026-07-29

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF21.6K shares5.28%2026-06-302026-07-29

WFC WELLS FARGO & CO COM14.0K shares-17.05%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS2.4K shares117.09%2026-06-302026-07-29

PFFD GLOBAL X U.S. PREFERRED ETF60.7K shares6.23%2026-06-302026-07-29

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF12.5K shares6.94%2026-06-302026-07-29

Sponsored

JPST JPMORGAN ULTRA-SHORT INCOME ETF22.0K shares7.02%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC COM1.1K shares0.56%2026-06-302026-07-29

CVX CHEVRON CORPORATION COM6.6K shares6.68%2026-06-302026-07-29

FLXR TCW FLEXIBLE INCOME ETF27.0K shares11.18%2026-06-302026-07-29

URA GLOBAL X URANIUM ETF23.4K shares8.60%2026-06-302026-07-29

WELL WELLTOWER INC COM4.5K shares2.23%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC COM23.7K shares19.70%2026-06-302026-07-29

T AT&T INC COM47.8K shares-4.44%2026-06-302026-07-29

Sponsored

BLK BLACKROCK INC COM1.0K shares-38.63%2026-06-302026-07-29

GE GE AEROSPACE COM NEW2.6K shares0.82%2026-06-302026-07-29

STK COLUMBIA SELIGM PREM TECH GRW COM17.4K shares-3.13%2026-06-302026-07-29

OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF13.6K shares-4.56%2026-06-302026-07-29

TSEC TOUCHSTONE SECURITIZED INCOME ETF35.9K shares9.66%2026-06-302026-07-29

VIG VANGUARD DIVIDEND APPRECIATION ETF3.9K shares0.00%2026-06-302026-07-29

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.2K shares-14.58%2026-06-302026-07-29

WMB WILLIAMS COS INC COM12.1K shares-2.38%2026-06-302026-07-29

Sponsored

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF21.1K shares7.15%2026-06-302026-07-29

SPG SIMON PPTY GROUP INC NEW COM4.0K shares3.09%2026-06-302026-07-29

ADI ANALOG DEVICES INC COM2.2K shares-25.09%2026-06-302026-07-29

BX BLACKSTONE INC COM7.3K shares-0.53%2026-06-302026-07-29

SCMB SCHWAB MUNICIPAL BOND ETF32.1K shares-0.20%2026-06-302026-07-29

HPE HEWLETT PACKARD ENTERPRISE CO COM18.3K shares-50.50%2026-06-302026-07-29

GEV GE VERNOVA INC COM700 shares-0.43%2026-06-302026-07-29

MPC MARATHON PETE CORP COM3.2K shares-0.63%2026-06-302026-07-29

Sponsored

ROST ROSS STORES INC COM3.8K shares-2.78%2026-06-302026-07-29

QQQM INVESCO NASDAQ 100 ETF2.7K shares-7.76%2026-06-302026-07-29

SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM43.3K shares0.74%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC COM2.9K shares-0.78%2026-06-302026-07-29

PAAA PGIM AAA CLO ETF15.0K shares4.18%2026-06-302026-07-29

BK BANK OF NY MELLON CORP COM5.3K shares-2.89%2026-06-302026-07-29

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF5.3K shares0.00%2026-06-302026-07-29

TFC TRUIST FINL CORP COM15.2K shares4.84%2026-06-302026-07-29

Sponsored

MUC BLACKROCK MUNIHLDNGS CALI COM68.8K shares0.41%2026-06-302026-07-29

APH AMPHENOL CORP CL A4.3K shares-35.77%2026-06-302026-07-29

EMR EMERSON ELEC CO COM5.3K shares14.46%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL COM23.1K shares4.12%2026-06-302026-07-29

MRK MERCK & CO INC COM5.7K shares4.62%2026-06-302026-07-29

SHLD GLOBAL X DEFENSE TECH ETF12.3K shares5.64%2026-06-302026-07-29

YEAR AB ULTRA SHORT INCOME ETF14.5K shares49.51%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO COM2.1K shares20.88%2026-06-302026-07-29

Sponsored

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF15.5K shares8.30%2026-06-302026-07-29

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF19.1K shares4.97%2026-06-302026-07-29

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B11.3K shares2.58%2026-06-302026-07-29

GOVT ISHARES U.S. TREASURY BOND ETF31.2K shares1.15%2026-06-302026-07-29

XEL XCEL ENERGY INC COM8.8K shares8.44%2026-06-302026-07-29

TXN TEXAS INSTRS INC COM2.3K shares-6.61%2026-06-302026-07-29

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM1.6K shares76.04%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO COM11.9K shares11.12%2026-06-302026-07-29

Sponsored

ETN EATON CORP PLC SHS1.6K shares-14.55%2026-06-302026-07-29

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS4.7K shares1.71%2026-06-302026-07-29

MCD MCDONALDS CORP COM2.5K shares-9.29%2026-06-302026-07-29

NETFLIX INC. COM NETFLIX INC. COM9.3K shares-49.00%2026-06-302026-07-29

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF8.0K shares-0.98%2026-06-302026-07-29

ETR ENTERGY CORP NEW COM5.8K shares-0.66%2026-06-302026-07-29

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF3.6K shares3.94%2026-06-302026-07-29

SNDK SANDISK CORP COM288 sharesnew addition2026-06-302026-07-29

Sponsored

XEMD BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF14.5K shares8.54%2026-06-302026-07-29

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF6.7K shares-25.82%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE GROUP COM7.9K shares3.84%2026-06-302026-07-29

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF10.8K shares7.09%2026-06-302026-07-29

SFM SPROUTS FMRS MKT INC COM7.5K shares-0.43%2026-06-302026-07-29

PGR PROGRESSIVE CORP COM2.9K shares-1.13%2026-06-302026-07-29

RWL INVESCO S&P 500 REVENUE ETF4.9K shares11.84%2026-06-302026-07-29

GILD GILEAD SCIENCES INC COM5.0K shares9.38%2026-06-302026-07-29

Sponsored

QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS20.8K shares0.15%2026-06-302026-07-29

SYF SYNCHRONY FINANCIAL COM8.2K shares3.29%2026-06-302026-07-29

MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.0K shares-25.27%2026-06-302026-07-29

KO COCA COLA CO COM7.7K shares0.88%2026-06-302026-07-29

EL LAUDER ESTEE COS INC CL A7.8K shares17.04%2026-06-302026-07-29

DLR DIGITAL RLTY TR INC COM3.4K shares-3.72%2026-06-302026-07-29

TLH ISHARES 10-20 YEAR TREASURY BOND ETF6.1K shares4.71%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP COM1.7K shares2.58%2026-06-302026-07-29

Sponsored

MLM MARTIN MARIETTA MATLS INC COM1.0K shares18.07%2026-06-302026-07-29

MLPA GLOBAL X MLP ETF11.1K shares32.10%2026-06-302026-07-29

F FORD MTR CO COM42.2K shares187.08%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A758 shares3.27%2026-06-302026-07-29

PEP PEPSICO INC COM4.2K shares6.75%2026-06-302026-07-29

GROZ ZACKS FOCUS GROWTH ETF17.3K shares18.89%2026-06-302026-07-29

IMFL INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF15.8K shares-3.67%2026-06-302026-07-29

TJX TJX COS INC NEW COM3.6K shares-24.46%2026-06-302026-07-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L P COM14.6K shares0.11%2026-06-302026-07-29

BTZ BLACKROCK CR ALLOCATION COM52.3K shares0.21%2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC SPONSORED ADR8.6K shares4.42%2026-06-302026-07-29

ETW EATON VANCE TAX-MANAGED GLOBAL COM54.9K shares-1.79%2026-06-302026-07-29

GTO INVESCO TOTAL RETURN BOND ETF11.3K shares17.94%2026-06-302026-07-29

VBK VANGUARD SMALL-CAP GROWTH ETF1.4K shares0.00%2026-06-302026-07-29

KR KROGER CO COM9.3K shares-0.24%2026-06-302026-07-29

HLT HILTON WORLDWIDE HLDGS INC COM1.5K shares1.05%2026-06-302026-07-29

Sponsored

THW ABRDN WORLD HEALTHCARE FUND BEN INT SHS37.3K shares-0.27%2026-06-302026-07-29

O REALTY INCOME CORP COM8.0K shares8.96%2026-06-302026-07-29

LRCX LAM RESEARCH CORP COM NEW1.1K shares0.79%2026-06-302026-07-29

AIO VIRTUS ARTIFICIAL INTELLIGENCE COM17.3K shares0.06%2026-06-302026-07-29

ARES MANAGEMENT CORPORATION CL A COM STK ARES MANAGEMENT CORPORATION CL A COM STK4.3K sharesnew addition2026-06-302026-07-29

MS MORGAN STANLEY COM NEW2.3K shares-1.03%2026-06-302026-07-29

GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF17.6K sharesnew addition2026-06-302026-07-29

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM5.4K shares4.26%2026-06-302026-07-29

Sponsored

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST913 shares-25.10%2026-06-302026-07-29

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF2.0K shares12.15%2026-06-302026-07-29

VGSH VANGUARD SHORT-TERM TREASURY ETF8.1K shares-2.46%2026-06-302026-07-29

CSX CSX CORP COM9.7K shares-20.13%2026-06-302026-07-29

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM1.6K shares0.37%2026-06-302026-07-29

LIVE NATION ENTERTAINMENT INC COM LIVE NATION ENTERTAINMENT INC COM2.5K shares0.78%2026-06-302026-07-29

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF24.4K shares9.87%2026-06-302026-07-29

COR CENCORA INC COM1.5K shares30.15%2026-06-302026-07-29

Sponsored

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF4.8K shares-0.04%2026-06-302026-07-29

ONC BEONE MEDICINES LTD SPONSORED ADS1.5K shares0.00%2026-06-302026-07-29

KLAC KLA CORP COM NEW1.4K shares902.14%2026-06-302026-07-29

FEZ STATE STREET SPDR EURO STOXX 50 ETF6.1K shares5.97%2026-06-302026-07-29

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A812 shares2.65%2026-06-302026-07-29

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF14.2K shares8.79%2026-06-302026-07-29

SLV ISHARES SILVER TRUST7.8K shares2.64%2026-06-302026-07-29

GM GENERAL MTRS CO COM5.3K shares-18.20%2026-06-302026-07-29

Sponsored

NML NEUBERGER ENGY INFRSTR & INC COM39.5K shares3.28%2026-06-302026-07-29

NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS19.0K shares0.06%2026-06-302026-07-29

PFE PFIZER INC COM16.6K shares-2.25%2026-06-302026-07-29

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF8.7K shares0.03%2026-06-302026-07-29

VONG VANGUARD RUSSELL 1000 GROWTH ETF3.1K shares-0.06%2026-06-302026-07-29

MO ALTRIA GROUP INC COM5.5K shares11.90%2026-06-302026-07-29

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF1.1K shares-7.04%2026-06-302026-07-29

SCHE SCHWAB EMERGING MARKETS EQUITY ETF10.9K shares-11.17%2026-06-302026-07-29

Sponsored

VOLT TEMA ELECTRIFICATION ETF9.4K sharesnew addition2026-06-302026-07-29

CL COLGATE PALMOLIVE CO COM4.3K shares-0.47%2026-06-302026-07-29

WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND9.5K shares0.21%2026-06-302026-07-29

OXY OCCIDENTAL PETE CORP COM7.9K shares0.25%2026-06-302026-07-29

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF6.8K shares1.62%2026-06-302026-07-29

JEF JEFFERIES FINANCIAL GROUP INC COM7.6K shares0.04%2026-06-302026-07-29

VB VANGUARD SMALL-CAP ETF1.2K shares-8.65%2026-06-302026-07-29

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF11.1K shares8.65%2026-06-302026-07-29

Sponsored

PFG PRINCIPAL FINANCIAL GROUP INC COM3.4K shares-7.16%2026-06-302026-07-29

DKS DICKS SPORTING GOODS INC COM1.6K shares6.74%2026-06-302026-07-29

ALL ALLSTATE CORP COM1.5K shares-42.51%2026-06-302026-07-29

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF6.7K shares-2.78%2026-06-302026-07-29

TRUT VANECK TECHNOLOGY TRUSECTOR ETF11.0K sharesnew addition2026-06-302026-07-29

SCHD SCHWAB US DIVIDEND EQUITY ETF10.8K shares8.62%2026-06-302026-07-29

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW1.4K sharesnew addition2026-06-302026-07-29

USB US BANCORP COM NEW5.6K shares0.00%2026-06-302026-07-29

Sponsored

SRE SEMPRA COM3.6K shares-0.16%2026-06-302026-07-29

SCHA SCHWAB U.S. SMALL-CAP ETF9.3K shares-1.17%2026-06-302026-07-29

RSP INVESCO S&P 500 EQUAL WEIGHT ETF1.6K shares-0.38%2026-06-302026-07-29

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.1K shares21.86%2026-06-302026-07-29

FTCA FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF45.0K shares8.52%2026-06-302026-07-29

CHUBB LIMITED COM CHUBB LIMITED COM970 shares55.70%2026-06-302026-07-29

IAU ISHARES GOLD TRUST4.4K shares0.00%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A2.8K shares-0.86%2026-06-302026-07-29

Sponsored

FDX FEDEX CORP COM1.0K shares21.72%2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INC COM SER A11.9K sharesnew addition2026-06-302026-07-29

DE DEERE & CO COM500 shares0.40%2026-06-302026-07-29

ENSG ENSIGN GROUP INC COM1.9K shares0.00%2026-06-302026-07-29

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.8K shares0.00%2026-06-302026-07-29

RSHO TEMA U.S. MANUFACTURING & RESHORING ETF5.0K sharesnew addition2026-06-302026-07-29

CRSP CRISPR THERAPEUTICS AG NAMEN AKT5.6K shares-0.02%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC COM1.7K shares3.78%2026-06-302026-07-29

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.2K shares-55.92%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC COM2.2K sharesnew addition2026-06-302026-07-29

BAX BAXTER INTL INC COM13.9K shares5.49%2026-06-302026-07-29

PFSI PENNYMAC FINL SVCS INC NEW COM3.4K shares0.00%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP COM3.2K shares-2.14%2026-06-302026-07-29

EVRG EVERGY INC COM3.3K shares32.13%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC COM1.2K shares0.26%2026-06-302026-07-29

INTU INTUIT COM1.1K shares-12.76%2026-06-302026-07-29

Sponsored

IWM ISHARES RUSSELL 2000 ETF934 shares1.08%2026-06-302026-07-29

SOUTHERN CO COM SOUTHERN CO COM2.8K shares0.25%2026-06-302026-07-29

JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF3.4K shares1.89%2026-06-302026-07-29

EWJ ISHARES MSCI JAPAN ETF2.8K shares-1.40%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE INC COM2.1K shares-21.45%2026-06-302026-07-29

SBUX STARBUCKS CORP COM2.6K shares-10.32%2026-06-302026-07-29

DTE DTE ENERGY CO COM1.7K shares14.52%2026-06-302026-07-29

CMCSA COMCAST CORP NEW CL A10.6K shares-15.69%2026-06-302026-07-29

Sponsored

SKYY FIRST TRUST CLOUD COMPUTING ETF1.9K shares-17.49%2026-06-302026-07-29

LIN LINDE PLC SHS494 shares0.41%2026-06-302026-07-29

JRI NUVEEN REAL ASSET INCOME & GRO COM19.5K shares0.77%2026-06-302026-07-29

VFH VANGUARD FINANCIALS ETF1.9K shares0.16%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP COM1.2K shares-5.49%2026-06-302026-07-29

AVEM AVANTIS EMERGING MARKETS EQUITY ETF2.5K shares-45.33%2026-06-302026-07-29

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM727 shares0.28%2026-06-302026-07-29

BP BP PLC SPONSORED ADR6.5K shares-22.20%2026-06-302026-07-29

Sponsored

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF2.0K shares3.68%2026-06-302026-07-29

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.2K shares-29.56%2026-06-302026-07-29

XYLD GLOBAL X S&P 500 COVERED CALL ETF5.8K shares0.00%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC COM792 shares14.95%2026-06-302026-07-29

WCC WESCO INTL INC COM656 shares-21.25%2026-06-302026-07-29

VIS VANGUARD INDUSTRIALS ETF622 sharesnew addition2026-06-302026-07-29

TLT ISHARES 20 YEAR TREASURY BOND ETF2.6K shares-1.76%2026-06-302026-07-29

SERVICENOW INC COM SERVICENOW INC COM2.2K sharesnew addition2026-06-302026-07-29

Sponsored

AEM AGNICO EAGLE MINES LTD COM1.4K shares23.31%2026-06-302026-07-29

ICLO INVESCO AAA CLO FLOATING RATE NOTE ETF8.5K sharesnew addition2026-06-302026-07-29

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF4.5K shares-3.49%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP COM423 shares-1.86%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW COM NEW1.7K shares0.06%2026-06-302026-07-29

IGR CBRE GBL REAL ESTATE INC FD COM46.7K shares4.48%2026-06-302026-07-29

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND4.0K sharesnew addition2026-06-302026-07-29

ALERIAN MLP ETF ALERIAN MLP ETF4.1K sharesnew addition2026-06-302026-07-29

Sponsored

IUSG ISHARES CORE S&P U.S. GROWTH ETF1.1K sharesnew addition2026-06-302026-07-29

KDP KEURIG DR PEPPER INC COM6.5K sharesnew addition2026-06-302026-07-29

VLO VALERO ENERGY CORP COM813 shares0.37%2026-06-302026-07-29

NFJ VIRTUS DIVIDEND INTEREST & PR COM13.9K shares0.00%2026-06-302026-07-29

HCA HCA HEALTHCARE INC COM531 shares0.19%2026-06-302026-07-29

VONV VANGUARD RUSSELL 1000 VALUE ETF1.9K shares-26.84%2026-06-302026-07-29

FCNCA FIRST CTZNS BANCSHARES INC DEL CL A98 sharesnew addition2026-06-302026-07-29

MNST MONSTER BEVERAGE CORP NEW COM2.1K sharesnew addition2026-06-302026-07-29

Sponsored

CAH CARDINAL HEALTH INC COM851 shares-42.34%2026-06-302026-07-29

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF2.4K sharesnew addition2026-06-302026-07-29

OPPJ WISDOMTREE JAPAN OPPORTUNITIES FUND3.5K sharesnew addition2026-06-302026-07-29

ASML ASML HLDG NV N Y REGISTRY SHS101 sharesnew addition2026-06-302026-07-29

NCV VIRTUS CONVERTIBLE & INCOME FD COM NEW11.4K shares0.00%2026-06-302026-07-29

DSL DOUBLELINE INCOME SOLUTIONS FD COM15.1K shares-0.30%2026-06-302026-07-29

VVR INVESCO SR INCOME TR COM47.9K shares0.00%2026-06-302026-07-29

RQI COHEN & STEERS QUALITY INCOME COM11.4K shares0.00%2026-06-302026-07-29

Sponsored

FTF FRANKLIN LTD DURATION INCOME T COM23.8K shares0.00%2026-06-302026-07-29

NBH NEUBERGER MUN FD INC COM12.8K shares0.00%2026-06-302026-07-29

GNT GAMCO NAT RES GOLD & INCOME TR SH BEN INT15.4K shares1.31%2026-06-302026-07-29

CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A19.2K shares4.84%2026-06-302026-07-29

FCT FIRST TR SR FLTG RATE INCOME F COM10.4K shares0.00%2026-06-302026-07-29

IGD VOYA GLBL EQTY DIV & PREM OPP COM12.8K sharesnew addition2026-06-302026-07-29

QS QUANTUMSCAPE CORP COM CL A10.0K shares0.00%2026-06-302026-07-29

BGY BLACKROCK ENHANCED INTL DIV TR COM BENE INTER12.5K shares0.27%2026-06-302026-07-29

Sponsored

AAPL

APPLE INC COM

2.49%

Shares76.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION COM

0.46%

Shares107.8K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP COM

-0.22%

Shares118.4K

Event2026-06-30

Filed2026-07-29

BROADCOM INC COM

0.55%

Shares40.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC CAP STK CL A

2.92%

Shares28.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC COM

0.60%

Shares81.2K

Event2026-06-30

Filed2026-07-29

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares56.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP COM

6.09%

Shares20.5K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC COM

11.21%

Shares31.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO COM

2.37%

Shares15.9K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC COM

1.79%

Shares13.0K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP COM

-2.22%

Shares81.6K

Event2026-06-30

Filed2026-07-29

SRLN

STATE STREET BLACKSTONE SENIOR LOAN ETF

3.23%

Shares100.9K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC CL A

2.85%

Shares6.7K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO COM

2.51%

Shares3.1K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC CAP STK CL C

-2.60%

Shares10.6K

Event2026-06-30

Filed2026-07-29

ISHARES CORE S&P 500 ETF

1.57%

Shares4.8K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC COM

3.02%

Shares8.2K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC COM

-4.05%

Shares2.7K

Event2026-06-30

Filed2026-07-29

BOEING CO COM

0.26%

Shares14.3K

Event2026-06-30

Filed2026-07-29

ZECP

ZACKS EARNINGS CONSISTENT PORTFOLIO ETF

-1.94%

Shares76.3K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES SEMICONDUCTOR ETF

0.17%

Shares4.1K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC COM

0.53%

Shares15.7K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC COM

0.36%

Shares2.3K

Event2026-06-30

Filed2026-07-29

UAL

UNITED AIRLS HLDGS INC COM

-0.01%

Shares17.7K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC COM

68.89%

Shares3.3K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TRUST SERIES I

-1.31%

Shares3.2K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-1.06%

Shares10.5K

Event2026-06-30

Filed2026-07-29

STATE STREET SPDR PORTFOLIO S&P 500 ETF

45.03%

Shares24.4K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

7.40%

Shares51.2K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON COM

10.91%

Shares8.3K

Event2026-06-30

Filed2026-07-29

JPIE

JPMORGAN INCOME ETF

8.46%

Shares44.0K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP COM

-24.85%

Shares3.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION COM

-4.76%

Shares10.5K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD SHARES

2.98%

Shares5.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC COM

1.50%

Shares3.3K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP COM

-1.57%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD S&P 500 ETF

6.48%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SMIZ

ZACKS SMALL/MID CAP ETF

-2.71%

Shares40.9K

Event2026-06-30

Filed2026-07-29

ISHARES CORE U.S. AGGREGATE BOND ETF

30.68%

Shares18.4K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD SMALL CAP VALUE ETF

-2.60%

Shares7.4K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION COM

-3.26%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VISA INC COM CL A

-0.08%

Shares4.8K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC COM

4.09%

Shares4.6K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD VALUE ETF

1.77%

Shares7.4K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC COM

-19.37%

Shares4.7K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC CL C

-36.33%

Shares3.7K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO COM

-1.46%

Shares15.9K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

2.27%

Shares20.2K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP COM

5.91%

Shares1.5K

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO COM

0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-29

QUIZ

ZACKS QUALITY INTERNATIONAL ETF

45.93%

Shares49.5K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES RUSSELL 1000 GROWTH ETF

299.97%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD GROWTH ETF

502.98%

Shares16.0K

Event2026-06-30

Filed2026-07-29

SMH

VANECK SEMICONDUCTOR ETF

15.44%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS COM

-9.82%

Shares4.7K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

730.26%

Shares11.1K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC COM NEW

-1.60%

Shares9.4K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

4.54%

Shares16.7K

Event2026-06-30

Filed2026-07-29

ABBVIE INC COM

-18.58%

Shares5.2K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP COM

107.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES RUSSELL 1000 VALUE ETF

-0.32%

Shares5.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC COM

-0.43%

Shares6.9K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-4.71%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BFOR

ALPS BARRON'S 400 ETF

2.79%

Shares13.1K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES MBS ETF

4.72%

Shares13.2K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO COM

8.69%

Shares8.5K

Event2026-06-30

Filed2026-07-29

ORACLE CORP COM

94.97%

Shares8.4K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP COM

8.08%

Shares4.4K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC COM

-3.51%

Shares10.2K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.66%

Shares2.4K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC COM

172.48%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

5.85%

Shares48.7K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

3.44%

Shares14.2K

Event2026-06-30

Filed2026-07-29

TNGY

TORTOISE ENERGY ETF

2.27%

Shares119.4K

Event2026-06-30

Filed2026-07-29

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

5.28%

Shares21.6K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO COM

-17.05%

Shares14.0K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

117.09%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PFFD

GLOBAL X U.S. PREFERRED ETF

6.23%

Shares60.7K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

6.94%

Shares12.5K

Event2026-06-30

Filed2026-07-29

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

7.02%

Shares22.0K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC COM

0.56%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION COM

6.68%

Shares6.6K

Event2026-06-30

Filed2026-07-29

FLXR

TCW FLEXIBLE INCOME ETF

11.18%

Shares27.0K

Event2026-06-30

Filed2026-07-29

URA

GLOBAL X URANIUM ETF

8.60%

Shares23.4K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC COM

2.23%

Shares4.5K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC COM

19.70%

Shares23.7K

Event2026-06-30

Filed2026-07-29

AT&T INC COM

-4.44%

Shares47.8K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC COM

-38.63%

Shares1.0K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE COM NEW

0.82%

Shares2.6K

Event2026-06-30

Filed2026-07-29

STK

COLUMBIA SELIGM PREM TECH GRW COM

-3.13%

Shares17.4K

Event2026-06-30

Filed2026-07-29

OMFL

INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF

-4.56%

Shares13.6K

Event2026-06-30

Filed2026-07-29

TSEC

TOUCHSTONE SECURITIZED INCOME ETF

9.66%

Shares35.9K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

STATE STREET SPDR S&P 500 ETF

-14.58%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC COM

-2.38%

Shares12.1K

Event2026-06-30

Filed2026-07-29

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

7.15%

Shares21.1K

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW COM

3.09%

Shares4.0K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC COM

-25.09%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC COM

-0.53%

Shares7.3K

Event2026-06-30

Filed2026-07-29

SCMB

SCHWAB MUNICIPAL BOND ETF

-0.20%

Shares32.1K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE CO COM

-50.50%

Shares18.3K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC COM

-0.43%

Shares700

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP COM

-0.63%

Shares3.2K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC COM

-2.78%

Shares3.8K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO NASDAQ 100 ETF

-7.76%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SPXX

NUVEEN S&P 500 DYNAMIC OVERWRI COM

0.74%

Shares43.3K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC COM

-0.78%

Shares2.9K

Event2026-06-30

Filed2026-07-29

PAAA

PGIM AAA CLO ETF

4.18%

Shares15.0K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP COM

-2.89%

Shares5.3K

Event2026-06-30

Filed2026-07-29

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP COM

4.84%

Shares15.2K

Event2026-06-30

Filed2026-07-29

MUC

BLACKROCK MUNIHLDNGS CALI COM

0.41%

Shares68.8K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP CL A

-35.77%

Shares4.3K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO COM

14.46%

Shares5.3K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL COM

4.12%

Shares23.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC COM

4.62%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X DEFENSE TECH ETF

5.64%

Shares12.3K

Event2026-06-30

Filed2026-07-29

YEAR

AB ULTRA SHORT INCOME ETF

49.51%

Shares14.5K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO COM

20.88%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

8.30%

Shares15.5K

Event2026-06-30

Filed2026-07-29

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF

4.97%

Shares19.1K

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INC CL B

2.58%

Shares11.3K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES U.S. TREASURY BOND ETF

1.15%

Shares31.2K

Event2026-06-30

Filed2026-07-29

XEL

XCEL ENERGY INC COM

8.44%

Shares8.8K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC COM

-6.61%

Shares2.3K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC COM

76.04%

Shares1.6K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO COM

11.12%

Shares11.9K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC SHS

-14.55%

Shares1.6K

Event2026-06-30

Filed2026-07-29

JOHNSON CTLS INTL PLC SHS

1.71%

Shares4.7K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP COM

-9.29%

Shares2.5K

Event2026-06-30

Filed2026-07-29

NETFLIX INC. COM

-49.00%

Shares9.3K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-0.98%

Shares8.0K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW COM

-0.66%

Shares5.8K

Event2026-06-30

Filed2026-07-29

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

3.94%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP COM

New

Shares288

Event2026-06-30

Filed2026-07-29

XEMD

BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF

8.54%

Shares14.5K

Event2026-06-30

Filed2026-07-29

ISHARES CORE MSCI EAFE ETF

-25.82%

Shares6.7K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP COM

3.84%

Shares7.9K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

7.09%

Shares10.8K

Event2026-06-30

Filed2026-07-29

SFM

SPROUTS FMRS MKT INC COM

-0.43%

Shares7.5K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP COM

-1.13%

Shares2.9K

Event2026-06-30

Filed2026-07-29

RWL

INVESCO S&P 500 REVENUE ETF

11.84%

Shares4.9K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC COM

9.38%

Shares5.0K

Event2026-06-30

Filed2026-07-29

QQQX

NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS

0.15%

Shares20.8K

Event2026-06-30

Filed2026-07-29

SYF

SYNCHRONY FINANCIAL COM

3.29%

Shares8.2K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC SHS

-25.27%

Shares8.0K

Event2026-06-30

Filed2026-07-29

COCA COLA CO COM

0.88%

Shares7.7K

Event2026-06-30

Filed2026-07-29

LAUDER ESTEE COS INC CL A

17.04%

Shares7.8K

Event2026-06-30

Filed2026-07-29

DLR

DIGITAL RLTY TR INC COM

-3.72%

Shares3.4K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

4.71%

Shares6.1K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP COM

2.58%

Shares1.7K

Event2026-06-30

Filed2026-07-29

MLM

MARTIN MARIETTA MATLS INC COM

18.07%

Shares1.0K

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X MLP ETF

32.10%

Shares11.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO COM

187.08%

Shares42.2K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC CL A

3.27%

Shares758

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC COM

6.75%

Shares4.2K

Event2026-06-30

Filed2026-07-29

GROZ

ZACKS FOCUS GROWTH ETF

18.89%

Shares17.3K

Event2026-06-30

Filed2026-07-29

IMFL

INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF

-3.67%

Shares15.8K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW COM

-24.46%

Shares3.6K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L P COM

0.11%

Shares14.6K

Event2026-06-30

Filed2026-07-29

BTZ

BLACKROCK CR ALLOCATION COM

0.21%

Shares52.3K

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

4.42%

Shares8.6K

Event2026-06-30

Filed2026-07-29

ETW

EATON VANCE TAX-MANAGED GLOBAL COM

-1.79%

Shares54.9K

Event2026-06-30

Filed2026-07-29

GTO

INVESCO TOTAL RETURN BOND ETF

17.94%

Shares11.3K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

KROGER CO COM

-0.24%

Shares9.3K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC COM

1.05%

Shares1.5K

Event2026-06-30

Filed2026-07-29

THW

ABRDN WORLD HEALTHCARE FUND BEN INT SHS

-0.27%

Shares37.3K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP COM

8.96%

Shares8.0K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP COM NEW

0.79%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AIO

VIRTUS ARTIFICIAL INTELLIGENCE COM

0.06%

Shares17.3K

Event2026-06-30

Filed2026-07-29

ARES MANAGEMENT CORPORATION CL A COM STK

New

Shares4.3K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY COM NEW

-1.03%

Shares2.3K

Event2026-06-30

Filed2026-07-29

GOVI

INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF

New

Shares17.6K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC COM

4.26%

Shares5.4K

Event2026-06-30

Filed2026-07-29

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-25.10%

Shares913

Event2026-06-30

Filed2026-07-29

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

12.15%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-2.46%

Shares8.1K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP COM

-20.13%

Shares9.7K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V COM

0.37%

Shares1.6K

Event2026-06-30

Filed2026-07-29

LIVE NATION ENTERTAINMENT INC COM

0.78%

Shares2.5K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

9.87%

Shares24.4K

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC COM

30.15%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

-0.04%

Shares4.8K

Event2026-06-30

Filed2026-07-29

ONC

BEONE MEDICINES LTD SPONSORED ADS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP COM NEW

902.14%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FEZ

STATE STREET SPDR EURO STOXX 50 ETF

5.97%

Shares6.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED CL A

2.65%

Shares812

Event2026-06-30

Filed2026-07-29

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

8.79%

Shares14.2K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TRUST

2.64%

Shares7.8K

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO COM

-18.20%

Shares5.3K

Event2026-06-30

Filed2026-07-29

NML

NEUBERGER ENGY INFRSTR & INC COM

3.28%

Shares39.5K

Event2026-06-30

Filed2026-07-29

NCLH

NORWEGIAN CRUISE LINE HLDGS LT SHS

0.06%

Shares19.0K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC COM

-2.25%

Shares16.6K

Event2026-06-30

Filed2026-07-29

GSIE

GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF

0.03%

Shares8.7K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-0.06%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC COM

11.90%

Shares5.5K

Event2026-06-30

Filed2026-07-29

VANGUARD TOTAL STOCK MARKET ETF

-7.04%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

-11.17%

Shares10.9K

Event2026-06-30

Filed2026-07-29

VOLT

TEMA ELECTRIFICATION ETF

New

Shares9.4K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO COM

-0.47%

Shares4.3K

Event2026-06-30

Filed2026-07-29

WTMF

WISDOMTREE MANAGED FUTURES STRATEGY FUND

0.21%

Shares9.5K

Event2026-06-30

Filed2026-07-29

OXY

OCCIDENTAL PETE CORP COM

0.25%

Shares7.9K

Event2026-06-30

Filed2026-07-29

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

1.62%

Shares6.8K

Event2026-06-30

Filed2026-07-29

JEF

JEFFERIES FINANCIAL GROUP INC COM

0.04%

Shares7.6K

Event2026-06-30

Filed2026-07-29

VANGUARD SMALL-CAP ETF

-8.65%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

8.65%

Shares11.1K

Event2026-06-30

Filed2026-07-29

PFG

PRINCIPAL FINANCIAL GROUP INC COM

-7.16%

Shares3.4K

Event2026-06-30

Filed2026-07-29

DKS

DICKS SPORTING GOODS INC COM

6.74%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP COM

-42.51%

Shares1.5K

Event2026-06-30

Filed2026-07-29

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-2.78%

Shares6.7K

Event2026-06-30

Filed2026-07-29

TRUT

VANECK TECHNOLOGY TRUSECTOR ETF

New

Shares11.0K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB US DIVIDEND EQUITY ETF

8.62%

Shares10.8K

Event2026-06-30

Filed2026-07-29

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP COM NEW

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA COM

-0.16%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB U.S. SMALL-CAP ETF

-1.17%

Shares9.3K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-0.38%

Shares1.6K

Event2026-06-30

Filed2026-07-29

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

21.86%

Shares2.1K

Event2026-06-30

Filed2026-07-29

FTCA

FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF

8.52%

Shares45.0K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED COM

55.70%

Shares970

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC CL A

-0.86%

Shares2.8K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP COM

21.72%

Shares1.0K

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC COM SER A

New

Shares11.9K

Event2026-06-30

Filed2026-07-29

DEERE & CO COM

0.40%

Shares500

Event2026-06-30

Filed2026-07-29

ENSG

ENSIGN GROUP INC COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

RSHO

TEMA U.S. MANUFACTURING & RESHORING ETF

New

Shares5.0K

Event2026-06-30

Filed2026-07-29

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

-0.02%

Shares5.6K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC COM

3.78%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-55.92%

Shares4.2K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC COM

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

BAX

BAXTER INTL INC COM

5.49%

Shares13.9K

Event2026-06-30

Filed2026-07-29

PFSI

PENNYMAC FINL SVCS INC NEW COM

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP COM

-2.14%

Shares3.2K

Event2026-06-30

Filed2026-07-29

EVRG

EVERGY INC COM

32.13%

Shares3.3K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC COM

0.26%

Shares1.2K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT COM

-12.76%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES RUSSELL 2000 ETF

1.08%

Shares934

Event2026-06-30

Filed2026-07-29

SOUTHERN CO COM

0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-29

JMEE

JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF

1.89%

Shares3.4K

Event2026-06-30

Filed2026-07-29

EWJ

ISHARES MSCI JAPAN ETF

-1.40%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE INC COM

-21.45%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP COM

-10.32%

Shares2.6K

Event2026-06-30

Filed2026-07-29

DTE

DTE ENERGY CO COM

14.52%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW CL A

-15.69%

Shares10.6K

Event2026-06-30

Filed2026-07-29

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-17.49%

Shares1.9K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC SHS

0.41%

Shares494

Event2026-06-30

Filed2026-07-29

JRI

NUVEEN REAL ASSET INCOME & GRO COM

0.77%

Shares19.5K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD FINANCIALS ETF

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP COM

-5.49%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-45.33%

Shares2.5K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC COM

0.28%

Shares727

Event2026-06-30

Filed2026-07-29

BP PLC SPONSORED ADR

-22.20%

Shares6.5K

Event2026-06-30

Filed2026-07-29

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

3.68%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC ORD

-29.56%

Shares1.2K

Event2026-06-30

Filed2026-07-29

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC COM

14.95%

Shares792

Event2026-06-30

Filed2026-07-29

WCC

WESCO INTL INC COM

-21.25%

Shares656

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD INDUSTRIALS ETF

New

Shares622

Event2026-06-30

Filed2026-07-29

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-1.76%

Shares2.6K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC COM

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

AEM

AGNICO EAGLE MINES LTD COM

23.31%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ICLO

INVESCO AAA CLO FLOATING RATE NOTE ETF

New

Shares8.5K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-3.49%

Shares4.5K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP COM

-1.86%

Shares423

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW COM NEW

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-29

IGR

CBRE GBL REAL ESTATE INC FD COM

4.48%

Shares46.7K

Event2026-06-30

Filed2026-07-29

DEM

WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

New

Shares4.0K

Event2026-06-30

Filed2026-07-29

ALERIAN MLP ETF

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

KDP

KEURIG DR PEPPER INC COM

New

Shares6.5K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP COM

0.37%

Shares813

Event2026-06-30

Filed2026-07-29

NFJ

VIRTUS DIVIDEND INTEREST & PR COM

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC COM

0.19%

Shares531

Event2026-06-30

Filed2026-07-29

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-26.84%

Shares1.9K

Event2026-06-30

Filed2026-07-29

FCNCA

FIRST CTZNS BANCSHARES INC DEL CL A

New

Shares98

Event2026-06-30

Filed2026-07-29

MNST

MONSTER BEVERAGE CORP NEW COM

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC COM

-42.34%

Shares851

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

OPPJ

WISDOMTREE JAPAN OPPORTUNITIES FUND

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV N Y REGISTRY SHS

New

Shares101

Event2026-06-30

Filed2026-07-29

NCV

VIRTUS CONVERTIBLE & INCOME FD COM NEW

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-29

DSL

DOUBLELINE INCOME SOLUTIONS FD COM

-0.30%

Shares15.1K

Event2026-06-30

Filed2026-07-29

VVR

INVESCO SR INCOME TR COM

0.00%

Shares47.9K

Event2026-06-30

Filed2026-07-29

RQI

COHEN & STEERS QUALITY INCOME COM

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-29

FTF

FRANKLIN LTD DURATION INCOME T COM

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-29

NBH

NEUBERGER MUN FD INC COM

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-29

GNT

GAMCO NAT RES GOLD & INCOME TR SH BEN INT

1.31%

Shares15.4K

Event2026-06-30

Filed2026-07-29

CLOV

CLOVER HEALTH INVESTMENTS CORP COM CL A

4.84%

Shares19.2K

Event2026-06-30

Filed2026-07-29

FCT

FIRST TR SR FLTG RATE INCOME F COM

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-29

IGD

VOYA GLBL EQTY DIV & PREM OPP COM

New

Shares12.8K

Event2026-06-30

Filed2026-07-29

QUANTUMSCAPE CORP COM CL A

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

BGY

BLACKROCK ENHANCED INTL DIV TR COM BENE INTER

0.27%

Shares12.5K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available