Sponsored

The Analysis of AlTi Global, Inc.'s Holdings & P&L

Currently, AlTi Global, Inc. holds 505 types of securities in its portfolio with a total value $4.8B. In the most recent quarter, they have increased their positions in GEME (+1.6M shares, valued at $69.5M), AEM (+268.6K shares, valued at $41.7M), TRGP (+63.9K shares, valued at $17.1M); decreased their positions in AKRE (-2.2M shares, valued at $117.2M), N/A (-123.7K shares, valued at $92.7M), GLD (-174.9K shares, valued at $64.4M); initiated new positions in TRGP (+63.9K shares, valued at $17.1M), PSLV (+671.6K shares, valued at $13.4M), PAYX (+65.5K shares, valued at $6.4M).

1M P&L

+120.5M+3.62%

3M P&L

+80.9M+2.40%

HY P&L

+136.7M+4.13%

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/A3.0B

76.7%

2Internet Content & Information118.2M

3.0%

3Consumer Electronics89.5M

2.3%

Top Industries by Stock Count

1N/A177 stocks

39.4%

2Semiconductors13 stocks

2.9%

3Oil & Gas Midstream11 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES TR5.9M shares-5.93%2026-06-302026-08-05

ITOT ISHARES TR3.0M shares3.15%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T580.8K shares-0.62%2026-06-302026-08-05

SPMD SPDR SERIES TRUST2.8M shares-0.72%2026-06-302026-08-05

GEME 2023 ETF SERIES TRUST4.2M shares61.05%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS494.4K shares-1.26%2026-06-302026-08-05

EIPX FIRST TR EXCHANGE-TRADED FD4.9M shares6.35%2026-06-302026-08-05

IAU ISHARES GOLD TR1.7M shares5.39%2026-06-302026-08-05

Sponsored

IJH ISHARES TR1.6M shares-1.78%2026-06-302026-08-05

EMLP FIRST TR EXCHANGE-TRADED FD2.8M shares0.25%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP705.6K shares-11.83%2026-06-302026-08-05

GOOGL ALPHABET INC256.3K shares-0.02%2026-06-302026-08-05

AAPL APPLE INC309.0K shares6.85%2026-06-302026-08-05

GLD SPDR GOLD TR185.7K shares-48.50%2026-06-302026-08-05

XNTK SPDR SERIES TRUST150.4K shares40.82%2026-06-302026-08-05

VOO VANGUARD INDEX FDS84.2K shares0.61%2026-06-302026-08-05

Sponsored

IAUM ISHARES GOLD TRUST MICRO1.4M shares5.97%2026-06-302026-08-05

STIP ISHARES TR502.0K shares-0.66%2026-06-302026-08-05

AKRE PROFESIONALLY MANAGED PORTFO923.9K shares-70.46%2026-06-302026-08-05

TLT ISHARES TR553.6K shares-2.02%2026-06-302026-08-05

AEM AGNICO EAGLE MINES LTD277.6K shares2987.37%2026-06-302026-08-05

MSFT MICROSOFT CORP90.1K shares0.32%2026-06-302026-08-05

ESGD ISHARES TR289.3K shares1.27%2026-06-302026-08-05

PABD ISHARES TR423.4K shares5.68%2026-06-302026-08-05

Sponsored

PABU ISHARES TR374.6K shares7.45%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC27.4K shares-0.44%2026-06-302026-08-05

QQQM INVESCO EXCH TRADED FD TR II90.0K shares113.27%2026-06-302026-08-05

GOOG ALPHABET INC75.2K shares-4.54%2026-06-302026-08-05

CVX CHEVRON CORPORATION159.6K shares-14.04%2026-06-302026-08-05

PLD PROLOGIS INC.182.4K shares0.03%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC305.1K shares0.12%2026-06-302026-08-05

AMZN AMAZON COM INC99.1K shares2.20%2026-06-302026-08-05

Sponsored

NVDA NVIDIA CORPORATION116.9K shares16.16%2026-06-302026-08-05

VGK VANGUARD INTL EQUITY INDEX F262.3K shares-1.34%2026-06-302026-08-05

TSLA TESLA INC51.2K shares43.22%2026-06-302026-08-05

ESGU ISHARES TR123.1K shares-0.29%2026-06-302026-08-05

ISHARES TR ISHARES TR26.2K shares-82.50%2026-06-302026-08-05

DXJ WISDOMTREE TR112.7K shares-0.44%2026-06-302026-08-05

QQQ INVESCO QQQ TR26.3K shares4.48%2026-06-302026-08-05

DIS DISNEY WALT CO192.8K shares-1.47%2026-06-302026-08-05

Sponsored

IWV ISHARES TR40.2K shares0.53%2026-06-302026-08-05

TRGP TARGA RES CORP63.9K sharesnew addition2026-06-302026-08-05

WMT WALMART INC135.5K shares2.31%2026-06-302026-08-05

ACWI ISHARES TR94.6K shares4.52%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO44.9K shares4.41%2026-06-302026-08-05

MUB ISHARES TR131.3K shares21.02%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON55.6K shares1.82%2026-06-302026-08-05

PSLV SPROTT ASSET MANAGEMENT LP671.6K sharesnew addition2026-06-302026-08-05

Sponsored

IJK ISHARES TR111.3K shares-1.48%2026-06-302026-08-05

WULF TERAWULF INC509.8K shares96.14%2026-06-302026-08-05

DVY ISHARES TR79.0K shares-0.50%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC27.8K shares-4.30%2026-06-302026-08-05

IQLT ISHARES TR227.8K shares-0.32%2026-06-302026-08-05

IWF ISHARES TR86.5K shares233.33%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL21.4K shares-18.54%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC245.7K shares-6.45%2026-06-302026-08-05

Sponsored

FNDX SCHWAB STRATEGIC TR325.8K shares-1.77%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC8.7K shares-19.87%2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF297.7K shares-26.97%2026-06-302026-08-05

PEP PEPSICO INC71.7K shares-0.90%2026-06-302026-08-05

CAT CATERPILLAR INC8.9K shares1.67%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC16.9K shares5.32%2026-06-302026-08-05

ORACLE CORP ORACLE CORP63.6K shares-6.01%2026-06-302026-08-05

IWB ISHARES TR22.6K shares-0.15%2026-06-302026-08-05

Sponsored

IVW ISHARES TR66.5K shares1.35%2026-06-302026-08-05

CME CME GROUP INC40.1K shares-0.02%2026-06-302026-08-05

BROADCOM INC BROADCOM INC23.2K shares-6.40%2026-06-302026-08-05

VISA INC VISA INC25.2K shares3.02%2026-06-302026-08-05

ESGV VANGUARD WORLD FD64.1K shares805.39%2026-06-302026-08-05

USFR WISDOMTREE TR165.1K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC45.0K shares2.52%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F95.9K shares0.63%2026-06-302026-08-05

Sponsored

AMGN AMGEN INC22.2K shares4.83%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN35.7K shares312.88%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR146.9K shares-3.73%2026-06-302026-08-05

MO ALTRIA GROUP INC106.5K shares3.35%2026-06-302026-08-05

IWD ISHARES TR31.5K shares-7.25%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC10.4K shares-23.50%2026-06-302026-08-05

INTC INTEL CORP53.3K shares7.95%2026-06-302026-08-05

DY DYCOM INDS INC14.7K shares15.09%2026-06-302026-08-05

Sponsored

QUS SPDR SERIES TRUST39.8K shares0.09%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST178.3K shares0.00%2026-06-302026-08-05

PSX PHILLIPS 6642.5K shares-0.29%2026-06-302026-08-05

KO COCA COLA CO87.2K shares6.24%2026-06-302026-08-05

OKE ONEOK INC NEW81.6K shares2.07%2026-06-302026-08-05

IEUR ISHARES TR92.7K shares6.99%2026-06-302026-08-05

SNOWFLAKE INC SNOWFLAKE INC27.2K shares3.02%2026-06-302026-08-05

CERY SPDR SERIES TRUST204.4K shares181.54%2026-06-302026-08-05

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares-18.18%2026-06-302026-08-05

LRGF ISHARES TR88.3K shares-5.79%2026-06-302026-08-05

EIX EDISON INTL87.6K shares1.19%2026-06-302026-08-05

PAYX PAYCHEX INC65.5K sharesnew addition2026-06-302026-08-05

LLY ELI LILLY & CO5.2K shares27.02%2026-06-302026-08-05

KMB KIMBERLY-CLARK CORP55.7K sharesnew addition2026-06-302026-08-05

ET ENERGY TRANSFER L P310.5K shares374.28%2026-06-302026-08-05

OMC OMNICOM GROUP INC80.5K shares97.04%2026-06-302026-08-05

Sponsored

EEM ISHARES TR85.9K shares8.92%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T27.5K shares0.77%2026-06-302026-08-05

HD HOME DEPOT INC16.1K shares-0.91%2026-06-302026-08-05

CRBN ISHARES TR22.3K shares10.11%2026-06-302026-08-05

ISHARES TR ISHARES TR55.9K shares-15.88%2026-06-302026-08-05

PG PROCTER & GAMBLE CO37.4K shares-0.04%2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP58.2K shares0.43%2026-06-302026-08-05

IWM ISHARES TR17.7K shares-4.14%2026-06-302026-08-05

Sponsored

DFGR DIMENSIONAL ETF TRUST179.7K shares0.00%2026-06-302026-08-05

MCD MCDONALDS CORP18.7K shares-18.35%2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST118.1K shares-33.01%2026-06-302026-08-05

VUG VANGUARD INDEX FDS55.7K shares500.00%2026-06-302026-08-05

SMMD ISHARES TR50.5K shares-1.68%2026-06-302026-08-05

CCJ CAMECO CORP47.2K shares-70.25%2026-06-302026-08-05

ADOBE INC ADOBE INC22.2K shares2.79%2026-06-302026-08-05

ABBVIE INC ABBVIE INC17.9K shares-1.81%2026-06-302026-08-05

Sponsored

AVSU AMERICAN CENTY ETF TR50.5K shares0.00%2026-06-302026-08-05

VGIT VANGUARD SCOTTSDALE FDS70.7K shares0.00%2026-06-302026-08-05

SLV ISHARES SILVER TR74.1K shares-3.22%2026-06-302026-08-05

ENB ENBRIDGE INC72.2K sharesnew addition2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.5K shares2.82%2026-06-302026-08-05

NEM NEWMONT CORP41.2K shares1.03%2026-06-302026-08-05

ESGE ISHARES INC70.2K shares8.44%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F63.3K shares1.61%2026-06-302026-08-05

Sponsored

CISCO SYS INC CISCO SYS INC31.9K shares27.96%2026-06-302026-08-05

INTF ISHARES TR91.5K shares-2.90%2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST92.8K shares0.00%2026-06-302026-08-05

CRDO CREDO TECHNOLOGY GROUP HOLDI13.6K sharesnew addition2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS50.9K shares-45.98%2026-06-302026-08-05

EWJ ISHARES INC38.8K shares-0.39%2026-06-302026-08-05

PHYS SPROTT ASSET MANAGEMENT LP112.2K sharesnew addition2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR76.7K shares1618.11%2026-06-302026-08-05

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP51.3K sharesnew addition2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR115.9K shares64.71%2026-06-302026-08-05

LIN LINDE PLC6.6K sharesnew addition2026-06-302026-08-05

SW SMURFIT WESTROCK PLC72.1K sharesnew addition2026-06-302026-08-05

QTUM ETF SER SOLUTIONS20.0K shares91.31%2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC4.6K shares8.80%2026-06-302026-08-05

MS MORGAN STANLEY15.8K shares0.74%2026-06-302026-08-05

BAC BANK OF AMER CORP57.6K shares3.32%2026-06-302026-08-05

Sponsored

UNP UNION PAC CORP12.0K shares-33.05%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION16.6K shares7.54%2026-06-302026-08-05

MRK MERCK & CO INC24.2K shares2.87%2026-06-302026-08-05

QUAL ISHARES TR14.2K shares-2.25%2026-06-302026-08-05

IGSB ISHARES TR59.4K shares0.00%2026-06-302026-08-05

CMI CUMMINS INC4.4K shares0.65%2026-06-302026-08-05

CP CANADIAN PACIFIC KANSAS CITY35.7K shares-0.23%2026-06-302026-08-05

URTH ISHARES INC15.1K shares146.57%2026-06-302026-08-05

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD153.7K shares0.22%2026-06-302026-08-05

NUMG NUSHARES ETF TR64.0K shares0.00%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC32.5K shares-33.64%2026-06-302026-08-05

EEMA ISHARES INC25.4K shares-15.94%2026-06-302026-08-05

ALAB ASTERA LABS INC5.9K shares-24.04%2026-06-302026-08-05

IVE ISHARES TR12.4K shares5.16%2026-06-302026-08-05

GUNR FLEXSHARES TR56.7K shares0.71%2026-06-302026-08-05

ALTI ALTI GLOBAL INC773.2K shares0.00%2026-06-302026-08-05

Sponsored

COWZ PACER FDS TR44.6K shares0.00%2026-06-302026-08-05

ISMF BLACKROCK ETF TRUST97.6K shares44.59%2026-06-302026-08-05

SMH VANECK ETF TRUST4.1K shares-48.37%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC4.6K shares207.43%2026-06-302026-08-05

DNUT KRISPY KREME INC748.8K shares0.02%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC7.7K shares17.76%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR16.5K shares-47.23%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC36.3K shares-90.75%2026-06-302026-08-05

Sponsored

VGT VANGUARD WORLD FD21.4K shares700.94%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F16.1K shares5.33%2026-06-302026-08-05

LEU CENTRUS ENERGY CORP15.0K sharesnew addition2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.6K shares-4.48%2026-06-302026-08-05

VTV VANGUARD INDEX FDS11.0K shares0.02%2026-06-302026-08-05

3M CO 3M CO14.6K shares0.16%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC4.9K shares4.67%2026-06-302026-08-05

INCY INCYTE CORP20.3K sharesnew addition2026-06-302026-08-05

Sponsored

MDY STATE STR SPDR S&P MIDCAP 403.2K shares0.00%2026-06-302026-08-05

TJX TJX COS INC NEW14.7K shares32.80%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC9.0K shares3.51%2026-06-302026-08-05

BAX BAXTER INTL INC100.5K sharesnew addition2026-06-302026-08-05

CRM SALESFORCE INC13.3K shares-29.34%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.29.2K shares40.19%2026-06-302026-08-05

EMB ISHARES TR21.6K shares24.21%2026-06-302026-08-05

GE GE AEROSPACE5.5K shares16.03%2026-06-302026-08-05

Sponsored

QCOM QUALCOMM INC11.1K shares1.40%2026-06-302026-08-05

CVBF CVB FINL CORP89.2K sharesnew addition2026-06-302026-08-05

SBUX STARBUCKS CORP19.6K shares-1.12%2026-06-302026-08-05

FRT FEDERAL RLTY INVT TR NEW16.2K shares-0.04%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE IN16.2K shares-0.24%2026-06-302026-08-05

VMBS VANGUARD SCOTTSDALE FDS42.6K shares24.03%2026-06-302026-08-05

PPA INVESCO EXCHANGE TRADED FD T11.2K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR20.5K shares1.67%2026-06-302026-08-05

Sponsored

P EVERPURE INC24.9K shares-17.06%2026-06-302026-08-05

CORTEVA INC CORTEVA INC22.8K shares0.28%2026-06-302026-08-05

CBON VANECK ETF TRUST80.0K sharesnew addition2026-06-302026-08-05

KMI KINDER MORGAN INC DEL58.9K sharesnew addition2026-06-302026-08-05

WES WESTERN MIDSTREAM PARTNERS L42.8K shares234.27%2026-06-302026-08-05

AG FIRST MAJESTIC SILVER CORP107.0K shares0.00%2026-06-302026-08-05

CHD CHURCH & DWIGHT CO INC18.4K shares0.38%2026-06-302026-08-05

VO VANGUARD INDEX FDS22.2K shares300.00%2026-06-302026-08-05

Sponsored

CFG CITIZENS FINL GROUP INC25.5K shares-0.02%2026-06-302026-08-05

ABNB AIRBNB INC12.4K shares-0.62%2026-06-302026-08-05

SRLN SSGA ACTIVE ETF TR44.0K shares27.30%2026-06-302026-08-05

ANET ARISTA NETWORKS INC10.4K shares-0.36%2026-06-302026-08-05

VST VISTRA CORP10.8K sharesnew addition2026-06-302026-08-05

AXP AMERICAN EXPRESS CO5.0K shares-1.74%2026-06-302026-08-05

LQD ISHARES TR15.6K shares27.53%2026-06-302026-08-05

MGK VANGUARD WORLD FD19.1K shares400.00%2026-06-302026-08-05

Sponsored

CL COLGATE PALMOLIVE CO18.1K shares1.54%2026-06-302026-08-05

ARK ETF TR ARK ETF TR12.2K shares0.00%2026-06-302026-08-05

IJR ISHARES TR10.6K shares-9.92%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST29.0K shares100.00%2026-06-302026-08-05

IBDS ISHARES TR63.5K shares0.00%2026-06-302026-08-05

IBDR ISHARES TR63.4K shares0.00%2026-06-302026-08-05

SLB SLB LIMITED32.8K shares1.82%2026-06-302026-08-05

CCO CLEAR CHANNEL OUTDOOR HLDGS15.1K sharesnew addition2026-06-302026-08-05

Sponsored

IGM ISHARES TR9.2K shares8.39%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC25.5K shares7.25%2026-06-302026-08-05

KEYS KEYSIGHT TECHNOLOGIES INC4.1K shares0.77%2026-06-302026-08-05

ICVT ISHARES TR11.5K sharesnew addition2026-06-302026-08-05

VV VANGUARD INDEX FDS4.1K sharesnew addition2026-06-302026-08-05

NKE NIKE INC33.5K shares-1.40%2026-06-302026-08-05

IWP ISHARES TR9.3K shares-1.11%2026-06-302026-08-05

C CITIGROUP INC9.8K shares5.21%2026-06-302026-08-05

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC6.1K sharesnew addition2026-06-302026-08-05

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC6.1K sharesnew addition2026-06-302026-08-05

VRT VERTIV HOLDINGS CO4.0K shares-19.76%2026-06-302026-08-05

DEM WISDOMTREE TR24.6K sharesnew addition2026-06-302026-08-05

DGRO ISHARES TR17.4K sharesnew addition2026-06-302026-08-05

NUV NUVEEN MUN VALUE FD INC142.2K shares7.56%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC15.0K shares34.96%2026-06-302026-08-05

VLO VALERO ENERGY CORP5.0K shares-61.13%2026-06-302026-08-05

Sponsored

JHG JANUS HENDERSON GROUP PLC25.0K shares-0.16%2026-06-302026-08-05

GEV GE VERNOVA INC1.1K shares12.68%2026-06-302026-08-05

PEN PENUMBRA INC4.1K shares-8.78%2026-06-302026-08-05

IQV IQVIA HLDGS INC6.7K shares0.38%2026-06-302026-08-05

GII SPDR INDEX SHS FDS16.8K sharesnew addition2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP2.5K shares17.21%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-67.96%2026-06-302026-08-05

IBDT ISHARES TR49.8K shares0.00%2026-06-302026-08-05

Sponsored

GBDC GOLUB CAP BDC INC96.6K shares0.00%2026-06-302026-08-05

PSKY PARAMOUNT SKYDANCE CORP126.0K shares0.03%2026-06-302026-08-05

IBDU ISHARES TR53.4K sharesnew addition2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC3.1K shares2.68%2026-06-302026-08-05

SHEL SHELL PLC15.7K shares117.51%2026-06-302026-08-05

QXO QXO INC70.0K sharesnew addition2026-06-302026-08-05

TLH ISHARES TR12.0K shares0.00%2026-06-302026-08-05

QQQI NEOS ETF TRUST21.1K sharesnew addition2026-06-302026-08-05

Sponsored

TTE TOTALENERGIES SE15.4K sharesnew addition2026-06-302026-08-05

ESTA ESTABLISHMENT LABS HLDGS INC13.8K shares-6.72%2026-06-302026-08-05

SDY SPDR SERIES TRUST7.8K shares-2.97%2026-06-302026-08-05

BNL BROADSTONE NET LEASE INC56.3K shares0.00%2026-06-302026-08-05

DWX SPDR INDEX SHS FDS25.6K sharesnew addition2026-06-302026-08-05

LOW LOWES COS INC5.3K shares-50.69%2026-06-302026-08-05

B BARRICK MNG CORP31.9K sharesnew addition2026-06-302026-08-05

REGN REGENERON PHARMACEUTICALS1.9K shares0.38%2026-06-302026-08-05

Sponsored

BWXT BWX TECHNOLOGIES INC5.8K shares0.35%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS4.0K shares-14.52%2026-06-302026-08-05

MCO MOODYS CORP2.5K shares35.61%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC3.7K shares67.52%2026-06-302026-08-05

LRCX LAM RESEARCH CORP2.6K shares78.28%2026-06-302026-08-05

RWX SPDR INDEX SHS FDS40.4K sharesnew addition2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW2.9K shares-15.32%2026-06-302026-08-05

DEXCOM INC DEXCOM INC16.0K sharesnew addition2026-06-302026-08-05

Sponsored

PHM PULTE GROUP INC7.8K shares1.57%2026-06-302026-08-05

ONON ON HLDG AG30.0K sharesnew addition2026-06-302026-08-05

TQQQ PROSHARES TR13.1K shares0.00%2026-06-302026-08-05

ED CONSOLIDATED EDISON INC9.6K shares-52.78%2026-06-302026-08-05

EIPI FIRST TR EXCHNG TRADED FD VI48.0K shares0.00%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS13.2K shares0.00%2026-06-302026-08-05

XLG INVESCO EXCHANGE TRADED FD T17.0K shares19.61%2026-06-302026-08-05

HYG ISHARES TR13.0K shares0.00%2026-06-302026-08-05

Sponsored

SPYI NEOS ETF TRUST19.5K sharesnew addition2026-06-302026-08-05

IEI ISHARES TR8.8K shares0.00%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS12.4K shares0.00%2026-06-302026-08-05

VICI VICI PPTYS INC37.9K shares0.42%2026-06-302026-08-05

DVN DEVON ENERGY CORP NEW24.6K sharesnew addition2026-06-302026-08-05

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD10.4K shares-15.15%2026-06-302026-08-05

AFL AFLAC INC8.6K shares9.85%2026-06-302026-08-05

VB VANGUARD INDEX FDS3.3K shares-24.31%2026-06-302026-08-05

Sponsored

COP CONOCOPHILLIPS9.6K shares13.77%2026-06-302026-08-05

ERX DIREXION SHARES ETF TRUST12.9K sharesnew addition2026-06-302026-08-05

VSCO VICTORIAS SECRET AND CO11.7K shares-18.09%2026-06-302026-08-05

T AT&T INC47.1K shares114.37%2026-06-302026-08-05

BLK BLACKROCK INC990 shares7.61%2026-06-302026-08-05

SPYX SPDR SERIES TRUST15.5K shares-14.06%2026-06-302026-08-05

PFE PFIZER INC39.1K shares-1.79%2026-06-302026-08-05

ABT ABBOTT LABORATORIES10.1K shares-4.00%2026-06-302026-08-05

Sponsored

GL GLOBE LIFE INC5.1K shares1.37%2026-06-302026-08-05

BSX BOSTON SCIENTIFIC CORP21.2K shares-34.56%2026-06-302026-08-05

WFC WELLS FARGO & CO10.9K shares-4.18%2026-06-302026-08-05

EAGG ISHARES TR18.9K shares0.00%2026-06-302026-08-05

EWC ISHARES INC15.4K shares0.00%2026-06-302026-08-05

AZO AUTOZONE INC277 shares16.39%2026-06-302026-08-05

VXUS VANGUARD STAR FDS10.2K shares61.77%2026-06-302026-08-05

WTW WILLIS TOWERS WATSON PLC LTD3.3K shares0.30%2026-06-302026-08-05

Sponsored

WPM WHEATON PRECIOUS METALS CORP7.7K shares0.00%2026-06-302026-08-05

NU NU HLDGS LTD64.0K shares-2.13%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC2.2K shares-6.27%2026-06-302026-08-05

IXUS ISHARES TR8.8K shares0.00%2026-06-302026-08-05

LNG CHENIERE ENERGY INC3.5K shares5.52%2026-06-302026-08-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL863 sharesnew addition2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L22.3K shares-5.07%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC1.6K shares2.18%2026-06-302026-08-05

Sponsored

CSL CARLISLE COS INC2.2K shares-0.09%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-06-302026-08-05

SYK STRYKER CORPORATION2.5K shares21.77%2026-06-302026-08-05

MDGL MADRIGAL PHARMACEUTICALS INC1.5K shares0.00%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-06-302026-08-05

ASML ASML HLDG NV395 shares-76.28%2026-06-302026-08-05

VBR VANGUARD INDEX FDS3.2K shares0.03%2026-06-302026-08-05

ETN EATON CORP PLC1.8K shares11.71%2026-06-302026-08-05

Sponsored

VNQ VANGUARD INDEX FDS8.0K shares-4.98%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP786 shares19.27%2026-06-302026-08-05

BN BROOKFIELD CORP17.8K sharesnew addition2026-06-302026-08-05

AOM ISHARES TR15.0K shares-0.01%2026-06-302026-08-05

IUSG ISHARES TR4.0K shares0.00%2026-06-302026-08-05

MUSA MURPHY USA INC1.4K shares-18.11%2026-06-302026-08-05

EDIV SPDR INDEX SHS FDS18.2K shares0.00%2026-06-302026-08-05

TXN TEXAS INSTRS INC2.4K shares93.31%2026-06-302026-08-05

Sponsored

NVT NVENT ELEC PLC4.2K shares2.89%2026-06-302026-08-05

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.5K shares0.26%2026-06-302026-08-05

SUNB SUNBELT RENTALS HOLDINGS INC9.7K sharesnew addition2026-06-302026-08-05

FERG FERGUSON ENTERPRISES INC3.0K shares-1.47%2026-06-302026-08-05

IDV ISHARES TR17.0K sharesnew addition2026-06-302026-08-05

BX BLACKSTONE INC6.0K shares4.95%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP3.5K shares4.22%2026-06-302026-08-05

ETHA ISHARES ETHEREUM TR58.2K sharesnew addition2026-06-302026-08-05

Sponsored

EBAY EBAY INC.6.1K sharesnew addition2026-06-302026-08-05

FNV FRANCO NEV CORP3.2K sharesnew addition2026-06-302026-08-05

Q QNITY ELECTRONICS INC4.1K shares1.18%2026-06-302026-08-05

BA BOEING CO3.1K shares2.44%2026-06-302026-08-05

MAIN MAIN STR CAP CORP12.5K shares36.14%2026-06-302026-08-05

FICO FAIR ISAAC CORP533 shares0.57%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.5K shares128.41%2026-06-302026-08-05

ASTRAZENECA PLC ASTRAZENECA PLC3.4K sharesnew addition2026-06-302026-08-05

Sponsored

DHR DANAHER CORP DEL3.3K shares-65.84%2026-06-302026-08-05

JPIN J P MORGAN EXCHANGE TRADED F8.8K shares0.00%2026-06-302026-08-05

RACE FERRARI N V1.7K sharesnew addition2026-06-302026-08-05

GD GENERAL DYNAMICS CORP1.8K shares0.51%2026-06-302026-08-05

APTIV PLC APTIV PLC10.1K shares0.36%2026-06-302026-08-05

PGR PROGRESSIVE CORP2.8K shares-3.90%2026-06-302026-08-05

XCOR FUNDX INVT TR6.5K shares-11.20%2026-06-302026-08-05

NORW GLOBAL X FDS18.2K shares0.00%2026-06-302026-08-05

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD36.1K sharesnew addition2026-06-302026-08-05

GEL GENESIS ENERGY L P40.0K sharesnew addition2026-06-302026-08-05

ROST ROSS STORES INC2.6K shares-13.68%2026-06-302026-08-05

CELCUITY INC CELCUITY INC5.3K shares0.00%2026-06-302026-08-05

KLAR KLARNA GROUP PLC27.2K sharesnew addition2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO9.5K shares2.83%2026-06-302026-08-05

IYW ISHARES TR2.2K shares0.00%2026-06-302026-08-05

CRWV COREWEAVE INC5.4K sharesnew addition2026-06-302026-08-05

Sponsored

AEP AMERICAN ELEC PWR CO INC3.9K shares3.74%2026-06-302026-08-05

ICLN ISHARES TR26.1K sharesnew addition2026-06-302026-08-05

JNK SPDR SERIES TRUST5.5K shares0.00%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC3.0K shares2253.54%2026-06-302026-08-05

DE DEERE & CO833 shares2.08%2026-06-302026-08-05

RSG REPUBLIC SVCS INC2.5K shares1.35%2026-06-302026-08-05

WMB WILLIAMS COS INC7.1K shares-2.15%2026-06-302026-08-05

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.9K sharesnew addition2026-06-302026-08-05

Sponsored

GLW CORNING INC2.0K shares14.98%2026-06-302026-08-05

NVS NOVARTIS AG3.3K shares-11.69%2026-06-302026-08-05

WELL WELLTOWER INC2.2K shares38.03%2026-06-302026-08-05

IEF ISHARES TR5.4K shares0.00%2026-06-302026-08-05

TGT TARGET CORP3.8K shares1.83%2026-06-302026-08-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares-4.08%2026-06-302026-08-05

VLUE ISHARES TR2.5K shares0.00%2026-06-302026-08-05

ATUS OPTIMUM COMMUNICATIONS INC342.0K shares48.00%2026-06-302026-08-05

Sponsored

UPS UNITED PARCEL SVCS INC4.5K shares-9.54%2026-06-302026-08-05

ROBO EXCHANGE TRADED CONCEPTS TRU5.7K shares0.00%2026-06-302026-08-05

ECL ECOLAB INC1.7K shares3.65%2026-06-302026-08-05

CVS CVS HEALTH CORP4.7K shares32.28%2026-06-302026-08-05

EUAD SPINNAKER ETF SERIES11.4K shares0.00%2026-06-302026-08-05

BK BANK OF NY MELLON CORP3.3K shares5.51%2026-06-302026-08-05

AMT AMERICAN TOWER CORP2.9K shares7.84%2026-06-302026-08-05

XEL XCEL ENERGY INC5.9K shares-0.15%2026-06-302026-08-05

Sponsored

EFV ISHARES TR6.2K shares0.00%2026-06-302026-08-05

POWERLAW CORP POWERLAW CORP32.3K sharesnew addition2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP5.2K shares0.68%2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST8.5K shares0.00%2026-06-302026-08-05

MUFG MITSUBISHI UFJ FINANCIAL GRO23.1K shares0.96%2026-06-302026-08-05

SCHD SCHWAB STRATEGIC TR14.4K sharesnew addition2026-06-302026-08-05

SNDK SANDISK CORP199 sharesnew addition2026-06-302026-08-05

MELI MERCADOLIBRE INC266 shares31.03%2026-06-302026-08-05

Sponsored

ADI ANALOG DEVICES INC1.1K shares-5.46%2026-06-302026-08-05

CARR CARRIER GLOBAL CORPORATION6.0K shares20.69%2026-06-302026-08-05

UBSI UNITED BANKSHARES INC WEST V9.4K shares-16.92%2026-06-302026-08-05

AJG GALLAGHER ARTHUR J & CO1.9K shares-17.22%2026-06-302026-08-05

OCSL OAKTREE SPECIALTY LENDING35.2K shares0.00%2026-06-302026-08-05

EA ELECTRONIC ARTS INC2.0K shares61.48%2026-06-302026-08-05

UNM UNUM GROUP4.6K shares3.68%2026-06-302026-08-05

SMA SMARTSTOP SELF STORAG REIT I12.5K shares0.38%2026-06-302026-08-05

Sponsored

TYL TYLER TECHNOLOGIES INC1.4K shares-18.14%2026-06-302026-08-05

YUM YUM BRANDS INC2.5K shares1.49%2026-06-302026-08-05

FALN ISHARES TR14.7K sharesnew addition2026-06-302026-08-05

CACI CACI INTL INC858 shares-18.21%2026-06-302026-08-05

XLRE SELECT SECTOR SPDR TR9.0K sharesnew addition2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC515 sharesnew addition2026-06-302026-08-05

BND VANGUARD BD INDEX FDS5.3K shares3.64%2026-06-302026-08-05

JAAA JANUS DETROIT STR TR7.7K sharesnew addition2026-06-302026-08-05

Sponsored

BP BP PLC10.5K shares-0.69%2026-06-302026-08-05

PGHY INVESCO EXCH TRADED FD TR II19.6K sharesnew addition2026-06-302026-08-05

UCIB UBS AG LONDON BRANCH11.9K sharesnew addition2026-06-302026-08-05

SPYG SPDR SERIES TRUST3.2K shares0.03%2026-06-302026-08-05

NLR VANECK ETF TRUST3.3K sharesnew addition2026-06-302026-08-05

ALL ALLSTATE CORP1.6K shares36.67%2026-06-302026-08-05

SJNK SPDR SERIES TRUST14.9K sharesnew addition2026-06-302026-08-05

EQR EQUITY RESIDENTIAL5.4K shares1.10%2026-06-302026-08-05

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.5K shares6.73%2026-06-302026-08-05

MDXG MIMEDX GROUP INC95.5K shares0.30%2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR4.5K shares0.00%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC3.6K shares-39.38%2026-06-302026-08-05

BXMT BLACKSTONE MORTGAGE TRUST IN20.6K sharesnew addition2026-06-302026-08-05

ARES CAPITAL CORP ARES CAPITAL CORP19.2K sharesnew addition2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC716 shares6.39%2026-06-302026-08-05

DIA STATE STR SPDR DOW JONES IND679 shares-40.49%2026-06-302026-08-05

Sponsored

DOV DOVER CORP1.6K shares2.64%2026-06-302026-08-05

PGX INVESCO EXCH TRADED FD TR II32.1K sharesnew addition2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST4.2K shares-2.24%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW2.6K shares2.49%2026-06-302026-08-05

FDX FEDEX CORP1.1K shares1.63%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K sharesnew addition2026-06-302026-08-05

MPC MARATHON PETE CORP1.3K shares5.58%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC5.2K shares7.78%2026-06-302026-08-05

Sponsored

MCK MCKESSON CORP427 shares7.83%2026-06-302026-08-05

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION2.9K shares57.35%2026-06-302026-08-05

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.9K sharesnew addition2026-06-302026-08-05

DOW DOW HLDGS INC11.7K shares7.87%2026-06-302026-08-05

PYPL PAYPAL HLDGS INC7.4K shares-38.19%2026-06-302026-08-05

NVO NOVO-NORDISK A S6.6K shares4.03%2026-06-302026-08-05

HWM HOWMET AEROSPACE INC1.2K shares3.73%2026-06-302026-08-05

CVNA CARVANA CO4.7K shares405.16%2026-06-302026-08-05

Sponsored

DELL DELL TECHNOLOGIES INC708 sharesnew addition2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED888 sharesnew addition2026-06-302026-08-05

BBEU J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2026-06-302026-08-05

MAA MID-AMER APT CMNTYS INC2.1K shares-0.61%2026-06-302026-08-05

KOID KRANESHARES TRUST7.2K sharesnew addition2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS5.7K shares0.00%2026-06-302026-08-05

KLAC KLA CORP970 sharesnew addition2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS1.9K shares0.38%2026-06-302026-08-05

Sponsored

MPWR MONOLITHIC PWR SYS INC211 shares8.21%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-08-05

SCI SERVICE CORP INTL3.8K shares-75.97%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GROUP3.5K shares8.21%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F5.1K shares7.08%2026-06-302026-08-05

HIG HARTFORD INSURANCE GROUP INC2.1K shares0.05%2026-06-302026-08-05

CBOE CBOE GLOBAL MKTS INC1.2K shares-15.21%2026-06-302026-08-05

PPG PPG INDS INC2.3K shares0.95%2026-06-302026-08-05

Sponsored

NSC NORFOLK SOUTHN CORP901 shares22.75%2026-06-302026-08-05

SOLV SOLVENTUM CORP3.7K shares2.99%2026-06-302026-08-05

DTCR GLOBAL X FDS9.1K sharesnew addition2026-06-302026-08-05

MRNA MODERNA INC3.9K shares-7.37%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC938 shares1.63%2026-06-302026-08-05

ETR ENTERGY CORP NEW2.4K sharesnew addition2026-06-302026-08-05

LII LENNOX INTL INC471 shares-4.46%2026-06-302026-08-05

GNTX GENTEX CORP10.7K shares-17.13%2026-06-302026-08-05

Sponsored

TIP ISHARES TR2.5K shares0.20%2026-06-302026-08-05

TNL TRAVEL PLUS LEISURE CO3.5K shares-17.07%2026-06-302026-08-05

QRVO QORVO INC2.8K shares-16.26%2026-06-302026-08-05

CBRE CBRE GROUP INC2.0K shares27.46%2026-06-302026-08-05

NDAQ NASDAQ INC3.3K shares-1.18%2026-06-302026-08-05

BHP BHP BILLITON LIMITED3.1K shares-17.13%2026-06-302026-08-05

LPX LOUISIANA PAC CORP3.3K shares-1.70%2026-06-302026-08-05

XYL XYLEM INC2.2K shares20.74%2026-06-302026-08-05

Sponsored

MSI MOTOROLA SOLUTIONS INC616 shares3.36%2026-06-302026-08-05

PNR PENTAIR PLC3.3K shares2.58%2026-06-302026-08-05

RF REGIONS FINANCIAL CORP NEW8.3K shares3.58%2026-06-302026-08-05

CMF ISHARES TR4.4K sharesnew addition2026-06-302026-08-05

ITA ISHARES TR1.0K shares0.00%2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST2.8K sharesnew addition2026-06-302026-08-05

CPT CAMDEN PPTY TR2.1K shares0.76%2026-06-302026-08-05

FSLR FIRST SOLAR INC1.0K shares-0.39%2026-06-302026-08-05

Sponsored

PRU PRUDENTIAL FINL INC2.2K shares0.68%2026-06-302026-08-05

SUSA ISHARES TR1.5K shares0.00%2026-06-302026-08-05

RGA REINSURANCE GROUP AMER INC1.1K shares1.54%2026-06-302026-08-05

TOST TOAST INC8.5K shares0.00%2026-06-302026-08-05

SEIC SEI INVTS CO2.7K shares0.64%2026-06-302026-08-05

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD5.1K sharesnew addition2026-06-302026-08-05

UDR UDR INC5.7K sharesnew addition2026-06-302026-08-05

AXSM AXSOME THERAPEUTICS INC.921 sharesnew addition2026-06-302026-08-05

Sponsored

VXF VANGUARD INDEX FDS909 sharesnew addition2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR8.1K sharesnew addition2026-06-302026-08-05

ATO ATMOS ENERGY CORP1.3K shares-14.75%2026-06-302026-08-05

SOLS SOLSTICE ADVANCED MATLS INC2.5K sharesnew addition2026-06-302026-08-05

HPE HEWLETT PACKARD ENTERPRISE C4.9K sharesnew addition2026-06-302026-08-05

PAA PLAINS ALL AMERN PIPELINE L10.0K sharesnew addition2026-06-302026-08-05

HLT HILTON WORLDWIDE HLDGS INC673 shares1.36%2026-06-302026-08-05

NTR NUTRIEN LTD3.5K sharesnew addition2026-06-302026-08-05

Sponsored

RLMD RELMADA THERAPEUTICS INC32.0K shares0.00%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC806 sharesnew addition2026-06-302026-08-05

GM GENERAL MTRS CO2.8K shares3.38%2026-06-302026-08-05

HLI HOULIHAN LOKEY INC1.6K shares-1.11%2026-06-302026-08-05

DOMINION ENERGY INC DOMINION ENERGY INC3.1K sharesnew addition2026-06-302026-08-05

FNDA SCHWAB STRATEGIC TR5.6K shares-10.56%2026-06-302026-08-05

SGI SOMNIGROUP INTERNATIONAL INC2.7K shares-19.44%2026-06-302026-08-05

ADM ARCHER DANIELS MIDLAND CO2.8K sharesnew addition2026-06-302026-08-05

Sponsored

PNW PINNACLE WEST CAP CORP2.0K sharesnew addition2026-06-302026-08-05

WQTM WISDOMTREE TR5.5K sharesnew addition2026-06-302026-08-05

NTAP NETAPP INC1.3K sharesnew addition2026-06-302026-08-05

PKX POSCO HOLDINGS INC4.0K sharesnew addition2026-06-302026-08-05

CMCSA COMCAST CORP NEW8.3K shares-96.13%2026-06-302026-08-05

ATRC ATRICURE INC7.3K shares0.07%2026-06-302026-08-05

REFI CHICAGO ATLANTIC REAL ESTATE18.0K shares3.82%2026-06-302026-08-05

NEA NUVEEN AMT FREE QLTY MUN INC12.0K sharesnew addition2026-06-302026-08-05

Sponsored

PLAY DAVE & BUSTERS ENTMT INC11.4K shares-16.02%2026-06-302026-08-05

ONDS ONDAS INC15.0K sharesnew addition2026-06-302026-08-05

ARCHER AVIATION INC ARCHER AVIATION INC22.7K shares-0.57%2026-06-302026-08-05

EVF EATON VANCE SR INCOME TR18.5K shares0.00%2026-06-302026-08-05

EFA

ISHARES TR

-5.93%

Shares5.9M

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

3.15%

Shares3.0M

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-0.62%

Shares580.8K

Event2026-06-30

Filed2026-08-05

SPMD

SPDR SERIES TRUST

-0.72%

Shares2.8M

Event2026-06-30

Filed2026-08-05

GEME

2023 ETF SERIES TRUST

61.05%

Shares4.2M

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-1.26%

Shares494.4K

Event2026-06-30

Filed2026-08-05

EIPX

FIRST TR EXCHANGE-TRADED FD

6.35%

Shares4.9M

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

5.39%

Shares1.7M

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

-1.78%

Shares1.6M

Event2026-06-30

Filed2026-08-05

EMLP

FIRST TR EXCHANGE-TRADED FD

0.25%

Shares2.8M

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-11.83%

Shares705.6K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-0.02%

Shares256.3K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

6.85%

Shares309.0K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-48.50%

Shares185.7K

Event2026-06-30

Filed2026-08-05

XNTK

SPDR SERIES TRUST

40.82%

Shares150.4K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

0.61%

Shares84.2K

Event2026-06-30

Filed2026-08-05

IAUM

ISHARES GOLD TRUST MICRO

5.97%

Shares1.4M

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

-0.66%

Shares502.0K

Event2026-06-30

Filed2026-08-05

AKRE

PROFESIONALLY MANAGED PORTFO

-70.46%

Shares923.9K

Event2026-06-30

Filed2026-08-05

TLT

ISHARES TR

-2.02%

Shares553.6K

Event2026-06-30

Filed2026-08-05

AEM

AGNICO EAGLE MINES LTD

2987.37%

Shares277.6K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

0.32%

Shares90.1K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

1.27%

Shares289.3K

Event2026-06-30

Filed2026-08-05

PABD

ISHARES TR

5.68%

Shares423.4K

Event2026-06-30

Filed2026-08-05

PABU

ISHARES TR

7.45%

Shares374.6K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-0.44%

Shares27.4K

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

113.27%

Shares90.0K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-4.54%

Shares75.2K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-14.04%

Shares159.6K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

0.03%

Shares182.4K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

0.12%

Shares305.1K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

2.20%

Shares99.1K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

16.16%

Shares116.9K

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD INTL EQUITY INDEX F

-1.34%

Shares262.3K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

43.22%

Shares51.2K

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES TR

-0.29%

Shares123.1K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-82.50%

Shares26.2K

Event2026-06-30

Filed2026-08-05

DXJ

WISDOMTREE TR

-0.44%

Shares112.7K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

4.48%

Shares26.3K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-1.47%

Shares192.8K

Event2026-06-30

Filed2026-08-05

IWV

ISHARES TR

0.53%

Shares40.2K

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RES CORP

New

Shares63.9K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

2.31%

Shares135.5K

Event2026-06-30

Filed2026-08-05

ACWI

ISHARES TR

4.52%

Shares94.6K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

4.41%

Shares44.9K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

21.02%

Shares131.3K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

1.82%

Shares55.6K

Event2026-06-30

Filed2026-08-05

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares671.6K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

-1.48%

Shares111.3K

Event2026-06-30

Filed2026-08-05

WULF

TERAWULF INC

96.14%

Shares509.8K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-0.50%

Shares79.0K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-4.30%

Shares27.8K

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES TR

-0.32%

Shares227.8K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

233.33%

Shares86.5K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-18.54%

Shares21.4K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-6.45%

Shares245.7K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

-1.77%

Shares325.8K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

-19.87%

Shares8.7K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

-26.97%

Shares297.7K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-0.90%

Shares71.7K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

1.67%

Shares8.9K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

5.32%

Shares16.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-6.01%

Shares63.6K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-0.15%

Shares22.6K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

1.35%

Shares66.5K

Event2026-06-30

Filed2026-08-05

CME

CME GROUP INC

-0.02%

Shares40.1K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-6.40%

Shares23.2K

Event2026-06-30

Filed2026-08-05

VISA INC

3.02%

Shares25.2K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

805.39%

Shares64.1K

Event2026-06-30

Filed2026-08-05

USFR

WISDOMTREE TR

0.00%

Shares165.1K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

2.52%

Shares45.0K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

0.63%

Shares95.9K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

4.83%

Shares22.2K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

312.88%

Shares35.7K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-3.73%

Shares146.9K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

3.35%

Shares106.5K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-7.25%

Shares31.5K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-23.50%

Shares10.4K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

7.95%

Shares53.3K

Event2026-06-30

Filed2026-08-05

DYCOM INDS INC

15.09%

Shares14.7K

Event2026-06-30

Filed2026-08-05

QUS

SPDR SERIES TRUST

0.09%

Shares39.8K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares178.3K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

-0.29%

Shares42.5K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

6.24%

Shares87.2K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW

2.07%

Shares81.6K

Event2026-06-30

Filed2026-08-05

IEUR

ISHARES TR

6.99%

Shares92.7K

Event2026-06-30

Filed2026-08-05

SNOWFLAKE INC

3.02%

Shares27.2K

Event2026-06-30

Filed2026-08-05

CERY

SPDR SERIES TRUST

181.54%

Shares204.4K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

-18.18%

Shares9

Event2026-06-30

Filed2026-08-05

LRGF

ISHARES TR

-5.79%

Shares88.3K

Event2026-06-30

Filed2026-08-05

EIX

EDISON INTL

1.19%

Shares87.6K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

New

Shares65.5K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

27.02%

Shares5.2K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

New

Shares55.7K

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

374.28%

Shares310.5K

Event2026-06-30

Filed2026-08-05

OMC

OMNICOM GROUP INC

97.04%

Shares80.5K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

8.92%

Shares85.9K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

0.77%

Shares27.5K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-0.91%

Shares16.1K

Event2026-06-30

Filed2026-08-05

CRBN

ISHARES TR

10.11%

Shares22.3K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-15.88%

Shares55.9K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-0.04%

Shares37.4K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

0.43%

Shares58.2K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-4.14%

Shares17.7K

Event2026-06-30

Filed2026-08-05

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares179.7K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-18.35%

Shares18.7K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

-33.01%

Shares118.1K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

500.00%

Shares55.7K

Event2026-06-30

Filed2026-08-05

SMMD

ISHARES TR

-1.68%

Shares50.5K

Event2026-06-30

Filed2026-08-05

CCJ

CAMECO CORP

-70.25%

Shares47.2K

Event2026-06-30

Filed2026-08-05

ADOBE INC

2.79%

Shares22.2K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-1.81%

Shares17.9K

Event2026-06-30

Filed2026-08-05

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares50.5K

Event2026-06-30

Filed2026-08-05

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares70.7K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR

-3.22%

Shares74.1K

Event2026-06-30

Filed2026-08-05

ENB

ENBRIDGE INC

New

Shares72.2K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

2.82%

Shares7.5K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

1.03%

Shares41.2K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

8.44%

Shares70.2K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

1.61%

Shares63.3K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

27.96%

Shares31.9K

Event2026-06-30

Filed2026-08-05

INTF

ISHARES TR

-2.90%

Shares91.5K

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares92.8K

Event2026-06-30

Filed2026-08-05

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares13.6K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-45.98%

Shares50.9K

Event2026-06-30

Filed2026-08-05

EWJ

ISHARES INC

-0.39%

Shares38.8K

Event2026-06-30

Filed2026-08-05

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares112.2K

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

1618.11%

Shares76.7K

Event2026-06-30

Filed2026-08-05

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares51.3K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

64.71%

Shares115.9K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

New

Shares6.6K

Event2026-06-30

Filed2026-08-05

SMURFIT WESTROCK PLC

New

Shares72.1K

Event2026-06-30

Filed2026-08-05

QTUM

ETF SER SOLUTIONS

91.31%

Shares20.0K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

8.80%

Shares4.6K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

0.74%

Shares15.8K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

3.32%

Shares57.6K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-33.05%

Shares12.0K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

7.54%

Shares16.6K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

2.87%

Shares24.2K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-2.25%

Shares14.2K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

0.00%

Shares59.4K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

0.65%

Shares4.4K

Event2026-06-30

Filed2026-08-05

CANADIAN PACIFIC KANSAS CITY

-0.23%

Shares35.7K

Event2026-06-30

Filed2026-08-05

URTH

ISHARES INC

146.57%

Shares15.1K

Event2026-06-30

Filed2026-08-05

WCMI

FIRST TR EXCHANGE-TRADED FD

0.22%

Shares153.7K

Event2026-06-30

Filed2026-08-05

NUMG

NUSHARES ETF TR

0.00%

Shares64.0K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

-33.64%

Shares32.5K

Event2026-06-30

Filed2026-08-05

EEMA

ISHARES INC

-15.94%

Shares25.4K

Event2026-06-30

Filed2026-08-05

ALAB

ASTERA LABS INC

-24.04%

Shares5.9K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

5.16%

Shares12.4K

Event2026-06-30

Filed2026-08-05

GUNR

FLEXSHARES TR

0.71%

Shares56.7K

Event2026-06-30

Filed2026-08-05

ALTI

ALTI GLOBAL INC

0.00%

Shares773.2K

Event2026-06-30

Filed2026-08-05

COWZ

PACER FDS TR

0.00%

Shares44.6K

Event2026-06-30

Filed2026-08-05

ISMF

BLACKROCK ETF TRUST

44.59%

Shares97.6K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

-48.37%

Shares4.1K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

207.43%

Shares4.6K

Event2026-06-30

Filed2026-08-05

DNUT

KRISPY KREME INC

0.02%

Shares748.8K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

17.76%

Shares7.7K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

-47.23%

Shares16.5K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-90.75%

Shares36.3K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.94%

Shares21.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

5.33%

Shares16.1K

Event2026-06-30

Filed2026-08-05

LEU

CENTRUS ENERGY CORP

New

Shares15.0K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-4.48%

Shares2.6K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.02%

Shares11.0K

Event2026-06-30

Filed2026-08-05

3M CO

0.16%

Shares14.6K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.67%

Shares4.9K

Event2026-06-30

Filed2026-08-05

INCY

INCYTE CORP

New

Shares20.3K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

32.80%

Shares14.7K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

3.51%

Shares9.0K

Event2026-06-30

Filed2026-08-05

BAX

BAXTER INTL INC

New

Shares100.5K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-29.34%

Shares13.3K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

40.19%

Shares29.2K

Event2026-06-30

Filed2026-08-05

EMB

ISHARES TR

24.21%

Shares21.6K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

16.03%

Shares5.5K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

1.40%

Shares11.1K

Event2026-06-30

Filed2026-08-05

CVBF

CVB FINL CORP

New

Shares89.2K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-1.12%

Shares19.6K

Event2026-06-30

Filed2026-08-05

FRT

FEDERAL RLTY INVT TR NEW

-0.04%

Shares16.2K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE IN

-0.24%

Shares16.2K

Event2026-06-30

Filed2026-08-05

VMBS

VANGUARD SCOTTSDALE FDS

24.03%

Shares42.6K

Event2026-06-30

Filed2026-08-05

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

1.67%

Shares20.5K

Event2026-06-30

Filed2026-08-05

EVERPURE INC

-17.06%

Shares24.9K

Event2026-06-30

Filed2026-08-05

CORTEVA INC

0.28%

Shares22.8K

Event2026-06-30

Filed2026-08-05

CBON

VANECK ETF TRUST

New

Shares80.0K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

New

Shares58.9K

Event2026-06-30

Filed2026-08-05

WES

WESTERN MIDSTREAM PARTNERS L

234.27%

Shares42.8K

Event2026-06-30

Filed2026-08-05

FIRST MAJESTIC SILVER CORP

0.00%

Shares107.0K

Event2026-06-30

Filed2026-08-05

CHD

CHURCH & DWIGHT CO INC

0.38%

Shares18.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

300.00%

Shares22.2K

Event2026-06-30

Filed2026-08-05

CFG

CITIZENS FINL GROUP INC

-0.02%

Shares25.5K

Event2026-06-30

Filed2026-08-05

ABNB

AIRBNB INC

-0.62%

Shares12.4K

Event2026-06-30

Filed2026-08-05

SRLN

SSGA ACTIVE ETF TR

27.30%

Shares44.0K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-0.36%

Shares10.4K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

New

Shares10.8K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-1.74%

Shares5.0K

Event2026-06-30

Filed2026-08-05

LQD

ISHARES TR

27.53%

Shares15.6K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

400.00%

Shares19.1K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

1.54%

Shares18.1K

Event2026-06-30

Filed2026-08-05

ARK ETF TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-9.92%

Shares10.6K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

100.00%

Shares29.0K

Event2026-06-30

Filed2026-08-05

IBDS

ISHARES TR

0.00%

Shares63.5K

Event2026-06-30

Filed2026-08-05

IBDR

ISHARES TR

0.00%

Shares63.4K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

1.82%

Shares32.8K

Event2026-06-30

Filed2026-08-05

CCO

CLEAR CHANNEL OUTDOOR HLDGS

New

Shares15.1K

Event2026-06-30

Filed2026-08-05

IGM

ISHARES TR

8.39%

Shares9.2K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

7.25%

Shares25.5K

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC

0.77%

Shares4.1K

Event2026-06-30

Filed2026-08-05

ICVT

ISHARES TR

New

Shares11.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

New

Shares4.1K

Event2026-06-30

Filed2026-08-05

NKE

NIKE INC

-1.40%

Shares33.5K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

-1.11%

Shares9.3K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

5.21%

Shares9.8K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

-19.76%

Shares4.0K

Event2026-06-30

Filed2026-08-05

DEM

WISDOMTREE TR

New

Shares24.6K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

New

Shares17.4K

Event2026-06-30

Filed2026-08-05

NUV

NUVEEN MUN VALUE FD INC

7.56%

Shares142.2K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

34.96%

Shares15.0K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

-61.13%

Shares5.0K

Event2026-06-30

Filed2026-08-05

JHG

JANUS HENDERSON GROUP PLC

-0.16%

Shares25.0K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

12.68%

Shares1.1K

Event2026-06-30

Filed2026-08-05

PEN

PENUMBRA INC

-8.78%

Shares4.1K

Event2026-06-30

Filed2026-08-05

IQV

IQVIA HLDGS INC

0.38%

Shares6.7K

Event2026-06-30

Filed2026-08-05

GII

SPDR INDEX SHS FDS

New

Shares16.8K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

17.21%

Shares2.5K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

-67.96%

Shares2.5K

Event2026-06-30

Filed2026-08-05

IBDT

ISHARES TR

0.00%

Shares49.8K

Event2026-06-30

Filed2026-08-05

GBDC

GOLUB CAP BDC INC

0.00%

Shares96.6K

Event2026-06-30

Filed2026-08-05

PSKY

PARAMOUNT SKYDANCE CORP

0.03%

Shares126.0K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES TR

New

Shares53.4K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

2.68%

Shares3.1K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

117.51%

Shares15.7K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC

New

Shares70.0K

Event2026-06-30

Filed2026-08-05

TLH

ISHARES TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

QQQI

NEOS ETF TRUST

New

Shares21.1K

Event2026-06-30

Filed2026-08-05

TTE

TOTALENERGIES SE

New

Shares15.4K

Event2026-06-30

Filed2026-08-05

ESTA

ESTABLISHMENT LABS HLDGS INC

-6.72%

Shares13.8K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

-2.97%

Shares7.8K

Event2026-06-30

Filed2026-08-05

BNL

BROADSTONE NET LEASE INC

0.00%

Shares56.3K

Event2026-06-30

Filed2026-08-05

DWX

SPDR INDEX SHS FDS

New

Shares25.6K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-50.69%

Shares5.3K

Event2026-06-30

Filed2026-08-05

BARRICK MNG CORP

New

Shares31.9K

Event2026-06-30

Filed2026-08-05

REGN

REGENERON PHARMACEUTICALS

0.38%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BWXT

BWX TECHNOLOGIES INC

0.35%

Shares5.8K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-14.52%

Shares4.0K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

35.61%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

67.52%

Shares3.7K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

78.28%

Shares2.6K

Event2026-06-30

Filed2026-08-05

RWX

SPDR INDEX SHS FDS

New

Shares40.4K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

-15.32%

Shares2.9K

Event2026-06-30

Filed2026-08-05

DEXCOM INC

New

Shares16.0K

Event2026-06-30

Filed2026-08-05

PHM

PULTE GROUP INC

1.57%

Shares7.8K

Event2026-06-30

Filed2026-08-05

ONON

ON HLDG AG

New

Shares30.0K

Event2026-06-30

Filed2026-08-05

TQQQ

PROSHARES TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC

-52.78%

Shares9.6K

Event2026-06-30

Filed2026-08-05

EIPI

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares48.0K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-05

XLG

INVESCO EXCHANGE TRADED FD T

19.61%

Shares17.0K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-05

SPYI

NEOS ETF TRUST

New

Shares19.5K

Event2026-06-30

Filed2026-08-05

IEI

ISHARES TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares12.4K

Event2026-06-30

Filed2026-08-05

VICI

VICI PPTYS INC

0.42%

Shares37.9K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP NEW

New

Shares24.6K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD

-15.15%

Shares10.4K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC

9.85%

Shares8.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-24.31%

Shares3.3K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

13.77%

Shares9.6K

Event2026-06-30

Filed2026-08-05

ERX

DIREXION SHARES ETF TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-08-05

VSCO

VICTORIAS SECRET AND CO

-18.09%

Shares11.7K

Event2026-06-30

Filed2026-08-05

AT&T INC

114.37%

Shares47.1K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

7.61%

Shares990

Event2026-06-30

Filed2026-08-05

SPYX

SPDR SERIES TRUST

-14.06%

Shares15.5K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-1.79%

Shares39.1K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-4.00%

Shares10.1K

Event2026-06-30

Filed2026-08-05

GLOBE LIFE INC

1.37%

Shares5.1K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

-34.56%

Shares21.2K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-4.18%

Shares10.9K

Event2026-06-30

Filed2026-08-05

EAGG

ISHARES TR

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-05

EWC

ISHARES INC

0.00%

Shares15.4K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

16.39%

Shares277

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

61.77%

Shares10.2K

Event2026-06-30

Filed2026-08-05

WTW

WILLIS TOWERS WATSON PLC LTD

0.30%

Shares3.3K

Event2026-06-30

Filed2026-08-05

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-05

NU HLDGS LTD

-2.13%

Shares64.0K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

-6.27%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

5.52%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares863

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

-5.07%

Shares22.3K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

2.18%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CSL

CARLISLE COS INC

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

21.77%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

-76.28%

Shares395

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

11.71%

Shares1.8K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

-4.98%

Shares8.0K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

19.27%

Shares786

Event2026-06-30

Filed2026-08-05

BROOKFIELD CORP

New

Shares17.8K

Event2026-06-30

Filed2026-08-05

AOM

ISHARES TR

-0.01%

Shares15.0K

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

MUSA

MURPHY USA INC

-18.11%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EDIV

SPDR INDEX SHS FDS

0.00%

Shares18.2K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

93.31%

Shares2.4K

Event2026-06-30

Filed2026-08-05

NVT

NVENT ELEC PLC

2.89%

Shares4.2K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A

0.26%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SUNB

SUNBELT RENTALS HOLDINGS INC

New

Shares9.7K

Event2026-06-30

Filed2026-08-05

FERG

FERGUSON ENTERPRISES INC

-1.47%

Shares3.0K

Event2026-06-30

Filed2026-08-05

IDV

ISHARES TR

New

Shares17.0K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

4.95%

Shares6.0K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

4.22%

Shares3.5K

Event2026-06-30

Filed2026-08-05

ETHA

ISHARES ETHEREUM TR

New

Shares58.2K

Event2026-06-30

Filed2026-08-05

EBAY

EBAY INC.

New

Shares6.1K

Event2026-06-30

Filed2026-08-05

FNV

FRANCO NEV CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-05

QNITY ELECTRONICS INC

1.18%

Shares4.1K

Event2026-06-30

Filed2026-08-05

BOEING CO

2.44%

Shares3.1K

Event2026-06-30

Filed2026-08-05

MAIN

MAIN STR CAP CORP

36.14%

Shares12.5K

Event2026-06-30

Filed2026-08-05

FICO

FAIR ISAAC CORP

0.57%

Shares533

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

128.41%

Shares5.5K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

New

Shares3.4K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

-65.84%

Shares3.3K

Event2026-06-30

Filed2026-08-05

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

RACE

FERRARI N V

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

0.51%

Shares1.8K

Event2026-06-30

Filed2026-08-05

APTIV PLC

0.36%

Shares10.1K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

-3.90%

Shares2.8K

Event2026-06-30

Filed2026-08-05

XCOR

FUNDX INVT TR

-11.20%

Shares6.5K

Event2026-06-30

Filed2026-08-05

NORW

GLOBAL X FDS

0.00%

Shares18.2K

Event2026-06-30

Filed2026-08-05

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares36.1K

Event2026-06-30

Filed2026-08-05

GEL

GENESIS ENERGY L P

New

Shares40.0K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

-13.68%

Shares2.6K

Event2026-06-30

Filed2026-08-05

CELCUITY INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-05

KLAR

KLARNA GROUP PLC

New

Shares27.2K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

2.83%

Shares9.5K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

CRWV

COREWEAVE INC

New

Shares5.4K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

3.74%

Shares3.9K

Event2026-06-30

Filed2026-08-05

ICLN

ISHARES TR

New

Shares26.1K

Event2026-06-30

Filed2026-08-05

JNK

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

2253.54%

Shares3.0K

Event2026-06-30

Filed2026-08-05

DEERE & CO

2.08%

Shares833

Event2026-06-30

Filed2026-08-05

RSG

REPUBLIC SVCS INC

1.35%

Shares2.5K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

-2.15%

Shares7.1K

Event2026-06-30

Filed2026-08-05

DUPONT DE NEMOURS INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

14.98%

Shares2.0K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

-11.69%

Shares3.3K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

38.03%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IEF

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

1.83%

Shares3.8K

Event2026-06-30

Filed2026-08-05

ACCENTURE PLC IRELAND

-4.08%

Shares4.0K

Event2026-06-30

Filed2026-08-05

VLUE

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

ATUS

OPTIMUM COMMUNICATIONS INC

48.00%

Shares342.0K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

-9.54%

Shares4.5K

Event2026-06-30

Filed2026-08-05

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-05

ECL

ECOLAB INC

3.65%

Shares1.7K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

32.28%

Shares4.7K

Event2026-06-30

Filed2026-08-05

EUAD

SPINNAKER ETF SERIES

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

5.51%

Shares3.3K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

7.84%

Shares2.9K

Event2026-06-30

Filed2026-08-05

XEL

XCEL ENERGY INC

-0.15%

Shares5.9K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

POWERLAW CORP

New

Shares32.3K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

0.68%

Shares5.2K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.96%

Shares23.1K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

New

Shares14.4K

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

New

Shares199

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

31.03%

Shares266

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

-5.46%

Shares1.1K

Event2026-06-30

Filed2026-08-05

CARR

CARRIER GLOBAL CORPORATION

20.69%

Shares6.0K

Event2026-06-30

Filed2026-08-05

UBSI

UNITED BANKSHARES INC WEST V

-16.92%

Shares9.4K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

-17.22%

Shares1.9K

Event2026-06-30

Filed2026-08-05

OCSL

OAKTREE SPECIALTY LENDING

0.00%

Shares35.2K

Event2026-06-30

Filed2026-08-05

ELECTRONIC ARTS INC

61.48%

Shares2.0K

Event2026-06-30

Filed2026-08-05

UNM

UNUM GROUP

3.68%

Shares4.6K

Event2026-06-30

Filed2026-08-05

SMA

SMARTSTOP SELF STORAG REIT I

0.38%

Shares12.5K

Event2026-06-30

Filed2026-08-05

TYL

TYLER TECHNOLOGIES INC

-18.14%

Shares1.4K

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

1.49%

Shares2.5K

Event2026-06-30

Filed2026-08-05

FALN

ISHARES TR

New

Shares14.7K

Event2026-06-30

Filed2026-08-05

CACI

CACI INTL INC

-18.21%

Shares858

Event2026-06-30

Filed2026-08-05

XLRE

SELECT SECTOR SPDR TR

New

Shares9.0K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

New

Shares515

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

3.64%

Shares5.3K

Event2026-06-30

Filed2026-08-05

JAAA

JANUS DETROIT STR TR

New

Shares7.7K

Event2026-06-30

Filed2026-08-05

BP PLC

-0.69%

Shares10.5K

Event2026-06-30

Filed2026-08-05

PGHY

INVESCO EXCH TRADED FD TR II

New

Shares19.6K

Event2026-06-30

Filed2026-08-05

UCIB

UBS AG LONDON BRANCH

New

Shares11.9K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

0.03%

Shares3.2K

Event2026-06-30

Filed2026-08-05

NLR

VANECK ETF TRUST

New

Shares3.3K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

36.67%

Shares1.6K

Event2026-06-30

Filed2026-08-05

SJNK

SPDR SERIES TRUST

New

Shares14.9K

Event2026-06-30

Filed2026-08-05

EQR

EQUITY RESIDENTIAL

1.10%

Shares5.4K

Event2026-06-30

Filed2026-08-05

JOHNSON CONTROLS INTERNATION

6.73%

Shares2.5K

Event2026-06-30

Filed2026-08-05

MDXG

MIMEDX GROUP INC

0.30%

Shares95.5K

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-39.38%

Shares3.6K

Event2026-06-30

Filed2026-08-05

BXMT

BLACKSTONE MORTGAGE TRUST IN

New

Shares20.6K

Event2026-06-30

Filed2026-08-05

ARES CAPITAL CORP

New

Shares19.2K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

6.39%

Shares716

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

-40.49%

Shares679

Event2026-06-30

Filed2026-08-05

DOV

DOVER CORP

2.64%

Shares1.6K

Event2026-06-30

Filed2026-08-05

PGX

INVESCO EXCH TRADED FD TR II

New

Shares32.1K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

-2.24%

Shares4.2K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

2.49%

Shares2.6K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

1.63%

Shares1.1K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

5.58%

Shares1.3K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

7.78%

Shares5.2K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

7.83%

Shares427

Event2026-06-30

Filed2026-08-05

ARES MANAGEMENT CORPORATION

57.35%

Shares2.9K

Event2026-06-30

Filed2026-08-05

SPACE EXPLORATION TECHN CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

DOW

DOW HLDGS INC

7.87%

Shares11.7K

Event2026-06-30

Filed2026-08-05

PYPL

PAYPAL HLDGS INC

-38.19%

Shares7.4K

Event2026-06-30

Filed2026-08-05

NVO

NOVO-NORDISK A S

4.03%

Shares6.6K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

3.73%

Shares1.2K

Event2026-06-30

Filed2026-08-05

CVNA

CARVANA CO

405.16%

Shares4.7K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

New

Shares708

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

New

Shares888

Event2026-06-30

Filed2026-08-05

BBEU

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

MAA

MID-AMER APT CMNTYS INC

-0.61%

Shares2.1K

Event2026-06-30

Filed2026-08-05

KOID

KRANESHARES TRUST

New

Shares7.2K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

New

Shares970

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

0.38%

Shares1.9K

Event2026-06-30

Filed2026-08-05

MPWR

MONOLITHIC PWR SYS INC

8.21%

Shares211

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

SCI

SERVICE CORP INTL

-75.97%

Shares3.8K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GROUP

8.21%

Shares3.5K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

7.08%

Shares5.1K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD INSURANCE GROUP INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CBOE

CBOE GLOBAL MKTS INC

-15.21%

Shares1.2K

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

0.95%

Shares2.3K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

22.75%

Shares901

Event2026-06-30

Filed2026-08-05

SOLV

SOLVENTUM CORP

2.99%

Shares3.7K

Event2026-06-30

Filed2026-08-05

DTCR

GLOBAL X FDS

New

Shares9.1K

Event2026-06-30

Filed2026-08-05

MRNA

MODERNA INC

-7.37%

Shares3.9K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

1.63%

Shares938

Event2026-06-30

Filed2026-08-05

ETR

ENTERGY CORP NEW

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

LII

LENNOX INTL INC

-4.46%

Shares471

Event2026-06-30

Filed2026-08-05

GNTX

GENTEX CORP

-17.13%

Shares10.7K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR

0.20%

Shares2.5K

Event2026-06-30

Filed2026-08-05

TNL

TRAVEL PLUS LEISURE CO

-17.07%

Shares3.5K

Event2026-06-30

Filed2026-08-05

QRVO

QORVO INC

-16.26%

Shares2.8K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

27.46%

Shares2.0K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ INC

-1.18%

Shares3.3K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

-17.13%

Shares3.1K

Event2026-06-30

Filed2026-08-05

LPX

LOUISIANA PAC CORP

-1.70%

Shares3.3K

Event2026-06-30

Filed2026-08-05

XYL

XYLEM INC

20.74%

Shares2.2K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

3.36%

Shares616

Event2026-06-30

Filed2026-08-05

PNR

PENTAIR PLC

2.58%

Shares3.3K

Event2026-06-30

Filed2026-08-05

REGIONS FINANCIAL CORP NEW

3.58%

Shares8.3K

Event2026-06-30

Filed2026-08-05

CMF

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-08-05

ITA

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

CPT

CAMDEN PPTY TR

0.76%

Shares2.1K

Event2026-06-30

Filed2026-08-05

FSLR

FIRST SOLAR INC

-0.39%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

0.68%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SUSA

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

RGA

REINSURANCE GROUP AMER INC

1.54%

Shares1.1K

Event2026-06-30

Filed2026-08-05

TOST

TOAST INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

SEIC

SEI INVTS CO

0.64%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ASE TECHNOLOGY HLDG CO LTD

New

Shares5.1K

Event2026-06-30

Filed2026-08-05

UDR

UDR INC

New

Shares5.7K

Event2026-06-30

Filed2026-08-05

AXSM

AXSOME THERAPEUTICS INC.

New

Shares921

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

New

Shares909

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

New

Shares8.1K

Event2026-06-30

Filed2026-08-05

ATO

ATMOS ENERGY CORP

-14.75%

Shares1.3K

Event2026-06-30

Filed2026-08-05

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.9K

Event2026-06-30

Filed2026-08-05

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares10.0K

Event2026-06-30

Filed2026-08-05

HLT

HILTON WORLDWIDE HLDGS INC

1.36%

Shares673

Event2026-06-30

Filed2026-08-05

NTR

NUTRIEN LTD

New

Shares3.5K

Event2026-06-30

Filed2026-08-05

RLMD

RELMADA THERAPEUTICS INC

0.00%

Shares32.0K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

New

Shares806

Event2026-06-30

Filed2026-08-05

GENERAL MTRS CO

3.38%

Shares2.8K

Event2026-06-30

Filed2026-08-05

HLI

HOULIHAN LOKEY INC

-1.11%

Shares1.6K

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

FNDA

SCHWAB STRATEGIC TR

-10.56%

Shares5.6K

Event2026-06-30

Filed2026-08-05

SGI

SOMNIGROUP INTERNATIONAL INC

-19.44%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ADM

ARCHER DANIELS MIDLAND CO

New

Shares2.8K

Event2026-06-30

Filed2026-08-05

PNW

PINNACLE WEST CAP CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

WQTM

WISDOMTREE TR

New

Shares5.5K

Event2026-06-30

Filed2026-08-05

NTAP

NETAPP INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

PKX

POSCO HOLDINGS INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

-96.13%

Shares8.3K

Event2026-06-30

Filed2026-08-05

ATRC

ATRICURE INC

0.07%

Shares7.3K

Event2026-06-30

Filed2026-08-05

REFI

CHICAGO ATLANTIC REAL ESTATE

3.82%

Shares18.0K

Event2026-06-30

Filed2026-08-05

NEA

NUVEEN AMT FREE QLTY MUN INC

New

Shares12.0K

Event2026-06-30

Filed2026-08-05

PLAY

DAVE & BUSTERS ENTMT INC

-16.02%

Shares11.4K

Event2026-06-30

Filed2026-08-05

ONDS

ONDAS INC

New

Shares15.0K

Event2026-06-30

Filed2026-08-05

ARCHER AVIATION INC

-0.57%

Shares22.7K

Event2026-06-30

Filed2026-08-05

EVF

EATON VANCE SR INCOME TR

0.00%

Shares18.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available