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The Analysis of Apollon Financial, LLC's Holdings & P&L

Currently, Apollon Financial, LLC holds 293 types of securities in its portfolio with a total value $846.5M. In the most recent quarter, they have increased their positions in MGK (+99.6K shares, valued at $8.8M), VGT (+38.2K shares, valued at $4.6M), NOBL (+42.2K shares, valued at $2.4M); decreased their positions in N/A (-15.2K shares, valued at $1.3M), SPYG (-9.8K shares, valued at $1.2M), XLK (-4.7K shares, valued at $889.2K); initiated new positions in DCOR (+12.9K shares, valued at $1.1M), MU (+553 shares, valued at $638.3K), CGHM (+21.2K shares, valued at $547.0K).

1M P&L

+20.7M+3.03%

3M P&L

+9.0M+1.29%

HY P&L

-24.8M-3.40%

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/A524.8M

72.1%

2Semiconductors46.7M

6.4%

3Internet Content & Information43.8M

6.0%

Top Industries by Stock Count

1N/A201 stocks

75.3%

2Semiconductors8 stocks

3.0%

3Utilities - Regulated Electric5 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR58.8K shares0.01%2026-06-302026-07-23

NVDA NVIDIA CORPORATION205.3K shares0.44%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR187.3K shares-2.43%2026-06-302026-07-23

GOOG ALPHABET INC71.2K shares0.76%2026-06-302026-07-23

AAPL APPLE INC82.6K shares1.45%2026-06-302026-07-23

AMZN AMAZON COM INC89.5K shares0.28%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS82.6K shares5.72%2026-06-302026-07-23

AVLV AMERICAN CENTY ETF TR204.7K shares4.17%2026-06-302026-07-23

Sponsored

IJH ISHARES TR239.2K shares1.72%2026-06-302026-07-23

GOOGL ALPHABET INC51.5K shares0.71%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST339.1K shares7.85%2026-06-302026-07-23

MSFT MICROSOFT CORP38.5K shares-2.78%2026-06-302026-07-23

QQQ INVESCO QQQ TR18.1K shares12.20%2026-06-302026-07-23

VONG VANGUARD SCOTTSDALE FDS101.2K shares5.83%2026-06-302026-07-23

ISHARES TR ISHARES TR133.6K shares6.77%2026-06-302026-07-23

MGK VANGUARD WORLD FD124.2K shares404.80%2026-06-302026-07-23

Sponsored

SPYG SPDR SERIES TRUST89.5K shares-9.89%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST244.6K shares14.76%2026-06-302026-07-23

JAAA JANUS DETROIT STR TR188.6K shares7.52%2026-06-302026-07-23

BROADCOM INC BROADCOM INC25.2K shares7.33%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST96.5K shares-13.61%2026-06-302026-07-23

XLF SELECT SECTOR SPDR TR146.1K shares2.79%2026-06-302026-07-23

VTV VANGUARD INDEX FDS35.7K shares5.12%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS20.8K shares0.24%2026-06-302026-07-23

Sponsored

IQLT ISHARES TR151.1K shares11.00%2026-06-302026-07-23

NEAR ISHARES U S ETF TR147.6K shares15.30%2026-06-302026-07-23

SMH VANECK ETF TRUST11.3K shares5.67%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.6K shares4.93%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL14.1K shares0.03%2026-06-302026-07-23

VOO VANGUARD INDEX FDS10.0K shares0.42%2026-06-302026-07-23

VHT VANGUARD WORLD FD22.9K shares-0.92%2026-06-302026-07-23

IJR ISHARES TR42.5K shares-1.01%2026-06-302026-07-23

Sponsored

VCR VANGUARD WORLD FD15.7K shares-1.81%2026-06-302026-07-23

QUAL ISHARES TR28.1K shares-1.45%2026-06-302026-07-23

IEMG ISHARES INC71.7K shares11.57%2026-06-302026-07-23

GLD SPDR GOLD TR16.0K shares-3.03%2026-06-302026-07-23

IAU ISHARES GOLD TR76.5K shares3.69%2026-06-302026-07-23

WMT WALMART INC50.7K shares8.08%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR36.2K shares4.83%2026-06-302026-07-23

ITA ISHARES TR23.2K shares-0.89%2026-06-302026-07-23

Sponsored

VPU VANGUARD WORLD FD28.2K shares3.98%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR56.1K shares11.85%2026-06-302026-07-23

XLI SELECT SECTOR SPDR TR28.9K shares2.36%2026-06-302026-07-23

SPTI SPDR SERIES TRUST186.4K shares-10.65%2026-06-302026-07-23

USMV ISHARES TR54.0K shares0.18%2026-06-302026-07-23

HCRB HARTFORD FDS EXCHANGE TRADED148.2K shares4.60%2026-06-302026-07-23

VGT VANGUARD WORLD FD43.3K shares749.78%2026-06-302026-07-23

PYLD PIMCO ETF TR192.7K shares3.68%2026-06-302026-07-23

Sponsored

PTRB PGIM ETF TR121.0K shares7.45%2026-06-302026-07-23

CAT CATERPILLAR INC4.7K shares0.13%2026-06-302026-07-23

NOBL PROSHARES TR86.4K shares95.43%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.4K shares0.31%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.6K shares1.28%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR128.4K shares0.98%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO48.7K shares2.79%2026-06-302026-07-23

CMDT PIMCO ETF TR141.8K shares4.79%2026-06-302026-07-23

Sponsored

SMLF ISHARES TR47.6K shares-1.99%2026-06-302026-07-23

SSO PROSHARES TR61.6K shares0.01%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR45.9K shares2.63%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR30.2K shares11.89%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR31.3K shares3.34%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW28.8K shares6.54%2026-06-302026-07-23

ITOT ISHARES TR21.9K shares0.01%2026-06-302026-07-23

USRT ISHARES TR53.5K shares9.59%2026-06-302026-07-23

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD42.4K shares-0.12%2026-06-302026-07-23

XSMO INVESCO EXCHANGE TRADED FD T34.4K shares9.87%2026-06-302026-07-23

XLC SELECT SECTOR SPDR TR29.8K shares10.31%2026-06-302026-07-23

HACK AMPLIFY ETF TR29.6K shares-0.67%2026-06-302026-07-23

IUSV ISHARES TR28.0K shares0.67%2026-06-302026-07-23

BUFD FIRST TR EXCHNG TRADED FD VI101.9K shares-4.32%2026-06-302026-07-23

IUSB ISHARES TR62.6K shares5.59%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR63.4K shares44.06%2026-06-302026-07-23

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD31.0K shares-6.33%2026-06-302026-07-23

VXF VANGUARD INDEX FDS11.1K shares0.05%2026-06-302026-07-23

ALAI THE ALGER ETF TRUST59.7K shares7.36%2026-06-302026-07-23

HMOP HARTFORD FDS EXCHANGE TRADED69.2K shares0.57%2026-06-302026-07-23

VIS VANGUARD WORLD FD7.5K shares3.92%2026-06-302026-07-23

IYW ISHARES TR10.5K shares-1.45%2026-06-302026-07-23

COWZ PACER FDS TR42.1K shares1.72%2026-06-302026-07-23

LLY ELI LILLY & CO2.0K shares6.45%2026-06-302026-07-23

Sponsored

WEC WEC ENERGY GROUP INC20.1K shares0.81%2026-06-302026-07-23

MUB ISHARES TR21.6K shares-4.51%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST62.3K shares2.48%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC16.7K shares-0.43%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC3.9K shares-0.49%2026-06-302026-07-23

ISHARES TR ISHARES TR22.5K shares4.51%2026-06-302026-07-23

BOND PIMCO ETF TR23.9K shares37.82%2026-06-302026-07-23

VDC VANGUARD WORLD FD9.7K shares-3.49%2026-06-302026-07-23

Sponsored

SPMB SPDR SERIES TRUST97.5K shares-15.34%2026-06-302026-07-23

VXUS VANGUARD STAR FDS25.0K shares7.13%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST55.3K shares32.24%2026-06-302026-07-23

DE DEERE & CO3.1K shares0.00%2026-06-302026-07-23

HYDB ISHARES TR42.0K shares37.31%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR37.0K shares4.24%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP13.8K shares0.07%2026-06-302026-07-23

IHI ISHARES TR38.0K shares-13.55%2026-06-302026-07-23

Sponsored

VCIT VANGUARD SCOTTSDALE FDS22.6K shares6.74%2026-06-302026-07-23

SDHY PGIM SHORT DUR HIG YLD OPP F113.6K shares2.77%2026-06-302026-07-23

FVD FIRST TR EXCHANGE-TRADED FD37.6K shares0.00%2026-06-302026-07-23

SPYV SPDR SERIES TRUST29.7K shares-11.93%2026-06-302026-07-23

BUFR FIRST TR EXCHNG TRADED FD VI47.4K shares-9.55%2026-06-302026-07-23

SOXX ISHARES TR2.7K shares5.30%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC3.0K shares-6.29%2026-06-302026-07-23

OUSA ALPS ETF TR28.6K shares0.00%2026-06-302026-07-23

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T18.1K shares8.69%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST19.7K shares0.00%2026-06-302026-07-23

DYNF BLACKROCK ETF TRUST23.4K shares36.40%2026-06-302026-07-23

VOOV VANGUARD ADMIRAL FDS INC7.2K shares6.76%2026-06-302026-07-23

DVY ISHARES TR10.0K shares37.20%2026-06-302026-07-23

RODM LATTICE STRATEGIES TR38.6K shares-0.84%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST18.9K shares0.63%2026-06-302026-07-23

SKYY FIRST TR EXCHANGE-TRADED FD11.4K shares-3.24%2026-06-302026-07-23

Sponsored

AVDE AMERICAN CENTY ETF TR17.1K shares-3.24%2026-06-302026-07-23

VOT VANGUARD INDEX FDS5.0K shares15.85%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION8.0K shares1.91%2026-06-302026-07-23

SPMD SPDR SERIES TRUST22.5K shares-3.36%2026-06-302026-07-23

IUSG ISHARES TR7.6K shares-1.84%2026-06-302026-07-23

VOOG VANGUARD ADMIRAL FDS INC17.4K shares524.34%2026-06-302026-07-23

XNTK SPDR SERIES TRUST3.6K shares4.06%2026-06-302026-07-23

IWD ISHARES TR5.7K shares-1.68%2026-06-302026-07-23

Sponsored

IWF ISHARES TR10.3K shares300.00%2026-06-302026-07-23

SPIB SPDR SERIES TRUST38.2K shares-19.45%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T6.0K shares15.65%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR27.1K shares3.47%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F21.0K shares27.29%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON4.6K shares2.16%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS7.4K shares8.11%2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST21.8K shares0.00%2026-06-302026-07-23

Sponsored

FLXR TCW ETF TRUST28.8K shares-3.36%2026-06-302026-07-23

IVW ISHARES TR8.2K shares0.01%2026-06-302026-07-23

IAGG ISHARES TR22.0K shares4.82%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR38.1K shares197.72%2026-06-302026-07-23

LGLV SPDR SERIES TRUST5.9K shares2.64%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC9.0K shares13.04%2026-06-302026-07-23

DCOR DIMENSIONAL ETF TRUST12.9K sharesnew addition2026-06-302026-07-23

FXH FIRST TR EXCHANGE-TRADED FD8.6K shares-5.61%2026-06-302026-07-23

Sponsored

IVE ISHARES TR4.6K shares41.75%2026-06-302026-07-23

VYMI VANGUARD WHITEHALL FDS10.3K shares21.21%2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F19.8K shares0.16%2026-06-302026-07-23

VUG VANGUARD INDEX FDS11.6K shares518.80%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS19.7K shares-7.73%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS13.7K shares3.78%2026-06-302026-07-23

GEM GOLDMAN SACHS ETF TR18.7K shares-0.83%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L26.3K shares0.00%2026-06-302026-07-23

Sponsored

DGRW WISDOMTREE TR10.0K shares84.91%2026-06-302026-07-23

HDV ISHARES TR34.7K shares409.54%2026-06-302026-07-23

BA BOEING CO4.3K shares0.44%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares46.60%2026-06-302026-07-23

BAC-PL BANK OF AMER CORP744 shares-7.69%2026-06-302026-07-23

TSLA TESLA INC2.2K shares0.36%2026-06-302026-07-23

VO VANGUARD INDEX FDS11.3K shares309.01%2026-06-302026-07-23

VV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-23

Sponsored

IGV ISHARES TR9.6K shares-5.42%2026-06-302026-07-23

TCAF T ROWE PRICE EXCHANGE-TRADED21.0K shares0.00%2026-06-302026-07-23

TBIL RBB FD INC16.9K shares5.97%2026-06-302026-07-23

GEV GE VERNOVA INC715 shares33.40%2026-06-302026-07-23

VGSH VANGUARD SCOTTSDALE FDS14.4K shares0.43%2026-06-302026-07-23

QUS SPDR SERIES TRUST4.5K shares2.64%2026-06-302026-07-23

OMFL INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2026-06-302026-07-23

GSLC GOLDMAN SACHS ETF TR5.6K shares0.07%2026-06-302026-07-23

Sponsored

INTC INTEL CORP5.6K shares1.14%2026-06-302026-07-23

VISA INC VISA INC2.3K shares4.11%2026-06-302026-07-23

LRCX LAM RESEARCH CORP1.6K shares7.91%2026-06-302026-07-23

CVX CHEVRON CORPORATION4.3K shares1.31%2026-06-302026-07-23

HD HOME DEPOT INC2.0K shares3.97%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS13.3K shares19.07%2026-06-302026-07-23

VNQ VANGUARD INDEX FDS7.0K shares1.69%2026-06-302026-07-23

ROBT FIRST TR EXCHANGE TRADED FD12.0K shares-4.73%2026-06-302026-07-23

Sponsored

FPFD FIDELITY COVINGTON TRUST30.9K shares45.68%2026-06-302026-07-23

PFFD GLOBAL X FDS35.3K shares-15.98%2026-06-302026-07-23

CNEQ THE ALGER ETF TRUST16.0K shares23.63%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F11.0K shares48.37%2026-06-302026-07-23

MGC VANGUARD WORLD FD2.4K shares3.28%2026-06-302026-07-23

HWM HOWMET AEROSPACE INC2.4K shares1.00%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares6.80%2026-06-302026-07-23

EGP EASTGROUP PPTYS INC3.2K shares0.00%2026-06-302026-07-23

Sponsored

NUAG NUSHARES ETF TR30.6K shares-8.84%2026-06-302026-07-23

RPV INVESCO EXCHANGE TRADED FD T5.6K shares2.80%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC553 sharesnew addition2026-06-302026-07-23

GRID FIRST TR EXCHANGE-TRADED FD3.2K shares5.21%2026-06-302026-07-23

VBR VANGUARD INDEX FDS2.5K shares-5.60%2026-06-302026-07-23

MCD MCDONALDS CORP2.2K shares46.44%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS2.1K shares6.98%2026-06-302026-07-23

WFC-PL WELLS FARGO & CO507 shares-13.78%2026-06-302026-07-23

Sponsored

VFMV VANGUARD WELLINGTON FD4.2K shares0.00%2026-06-302026-07-23

DGRO ISHARES TR7.7K shares0.01%2026-06-302026-07-23

MRK MERCK & CO INC4.5K shares-0.96%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO1.7K shares-1.49%2026-06-302026-07-23

ORACLE CORP ORACLE CORP3.8K shares90.12%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 40781 shares-5.10%2026-06-302026-07-23

CGHM CAPITAL GRP FIXED INCM ETF T21.2K sharesnew addition2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares2.83%2026-06-302026-07-23

Sponsored

SPHD INVESCO EXCH TRADED FD TR II10.6K shares0.00%2026-06-302026-07-23

FXZ FIRST TR EXCHANGE-TRADED FD6.8K shares0.06%2026-06-302026-07-23

ANET ARISTA NETWORKS INC3.1K shares5.80%2026-06-302026-07-23

BUFP PGIM ROCK ETF TR16.5K sharesnew addition2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP2.1K shares-0.38%2026-06-302026-07-23

QFLR INNOVATOR ETFS TRUST14.4K shares0.00%2026-06-302026-07-23

CSRE COHEN & STEERS ETF TRUST18.5K sharesnew addition2026-06-302026-07-23

AZO AUTOZONE INC161 shares-1.23%2026-06-302026-07-23

Sponsored

DIS DISNEY WALT CO5.3K shares3.05%2026-06-302026-07-23

PHYS SPROTT ASSET MANAGEMENT LP17.0K shares0.00%2026-06-302026-07-23

VFH VANGUARD WORLD FD3.8K shares-3.16%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC652 shares2.03%2026-06-302026-07-23

IWM ISHARES TR1.7K shares0.67%2026-06-302026-07-23

TDV PROSHARES TR4.7K shares0.00%2026-06-302026-07-23

SPLV INVESCO EXCH TRADED FD TR II6.6K shares11.92%2026-06-302026-07-23

CGDV CAPITAL GROUP DIVIDEND VALUE9.7K sharesnew addition2026-06-302026-07-23

Sponsored

GS GOLDMAN SACHS GROUP INC474 shares6.04%2026-06-302026-07-23

IYF ISHARES TR3.8K shares0.00%2026-06-302026-07-23

T AT&T INC23.1K shares0.42%2026-06-302026-07-23

EVRG EVERGY INC5.4K shares0.59%2026-06-302026-07-23

SFLR INNOVATOR ETFS TRUST11.7K shares0.00%2026-06-302026-07-23

FTCS FIRST TR EXCHANGE-TRADED FD4.8K sharesnew addition2026-06-302026-07-23

PSLV SPROTT ASSET MANAGEMENT LP23.6K shares0.00%2026-06-302026-07-23

JNK SPDR SERIES TRUST4.6K shares3.86%2026-06-302026-07-23

Sponsored

AMGN AMGEN INC1.2K shares0.50%2026-06-302026-07-23

JSML JANUS DETROIT STR TR4.6K shares-23.84%2026-06-302026-07-23

QQEW FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-06-302026-07-23

DFAE DIMENSIONAL ETF TRUST10.1K shares0.00%2026-06-302026-07-23

SNDK SANDISK CORP177 sharesnew addition2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.5K shares3.23%2026-06-302026-07-23

PDP INVESCO EXCHANGE TRADED FD T2.6K shares-1.52%2026-06-302026-07-23

KO COCA COLA CO4.8K shares1.59%2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC1.5K shares-5.11%2026-06-302026-07-23

PAVE GLOBAL X FDS6.5K shares0.18%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC2.1K shares38.71%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC1.3K sharesnew addition2026-06-302026-07-23

TXN TEXAS INSTRS INC1.2K shares1.64%2026-06-302026-07-23

SDY SPDR SERIES TRUST2.4K shares-1.38%2026-06-302026-07-23

PG PROCTER & GAMBLE CO2.4K shares2.22%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC8.4K shares13.81%2026-06-302026-07-23

Sponsored

IJT ISHARES TR2.0K shares0.00%2026-06-302026-07-23

DGCB DIMENSIONAL ETF TRUST6.5K sharesnew addition2026-06-302026-07-23

WPC WP CAREY INC4.9K shares0.00%2026-06-302026-07-23

EFA ISHARES TR3.4K shares-7.38%2026-06-302026-07-23

VST VISTRA CORP2.2K shares0.23%2026-06-302026-07-23

IYJ ISHARES TR2.1K shares1.96%2026-06-302026-07-23

VBK VANGUARD INDEX FDS944 shares0.00%2026-06-302026-07-23

FEX FIRST TR EXCHANGE-TRADED ALP2.5K shares-28.43%2026-06-302026-07-23

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD1.6K shares-3.08%2026-06-302026-07-23

QGRO AMERICAN CENTY ETF TR2.9K shares0.00%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST8.4K sharesnew addition2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC3.8K shares7.59%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC969 sharesnew addition2026-06-302026-07-23

DFAW DIMENSIONAL ETF TRUST3.9K sharesnew addition2026-06-302026-07-23

SPSM SPDR SERIES TRUST5.4K shares-33.07%2026-06-302026-07-23

HIMU BLACKROCK ETF TRUST II6.3K shares-29.70%2026-06-302026-07-23

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO5.8K shares-19.54%2026-06-302026-07-23

VLUE ISHARES TR1.5K shares0.00%2026-06-302026-07-23

ET ENERGY TRANSFER L P16.0K shares0.00%2026-06-302026-07-23

PAYX PAYCHEX INC3.0K shares2.31%2026-06-302026-07-23

BAI BLACKROCK ETF TRUST5.5K sharesnew addition2026-06-302026-07-23

ACYN FIRST TR EXCHANGE-TRADED FD14.0K sharesnew addition2026-06-302026-07-23

MTUM ISHARES TR847 shares0.00%2026-06-302026-07-23

MO ALTRIA GROUP INC4.0K shares19.84%2026-06-302026-07-23

Sponsored

SCHA SCHWAB STRATEGIC TR7.9K shares3.96%2026-06-302026-07-23

EFV ISHARES TR3.7K shares24.22%2026-06-302026-07-23

IGRO ISHARES TR3.2K sharesnew addition2026-06-302026-07-23

IFRA ISHARES TR4.5K shares0.00%2026-06-302026-07-23

EXC EXELON CORP6.0K shares-0.48%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP546 shares-10.64%2026-06-302026-07-23

BLK BLACKROCK INC289 shares1.76%2026-06-302026-07-23

DFNM DIMENSIONAL ETF TRUST5.7K shares11.49%2026-06-302026-07-23

Sponsored

PFF ISHARES TR9.0K shares0.00%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP866 shares-1.70%2026-06-302026-07-23

EQWL INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR7.6K shares8.26%2026-06-302026-07-23

ARM ARM HOLDINGS PLC718 sharesnew addition2026-06-302026-07-23

PEP PEPSICO INC1.9K shares-0.74%2026-06-302026-07-23

MGV VANGUARD WORLD FD1.5K sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC342 sharesnew addition2026-06-302026-07-23

Sponsored

GSIE GOLDMAN SACHS ETF TR5.3K sharesnew addition2026-06-302026-07-23

NBIS NEBIUS GROUP N.V.874 sharesnew addition2026-06-302026-07-23

IYH ISHARES TR3.6K shares0.00%2026-06-302026-07-23

DY DYCOM INDS INC469 sharesnew addition2026-06-302026-07-23

BAC BANK OF AMER CORP4.1K sharesnew addition2026-06-302026-07-23

FTLS FIRST TR EXCH TRADED FD III3.2K sharesnew addition2026-06-302026-07-23

FFLC FIDELITY COVINGTON TRUST3.9K sharesnew addition2026-06-302026-07-23

ELV ELEVANCE HEALTH INC FORMERLY583 sharesnew addition2026-06-302026-07-23

Sponsored

NETFLIX INC. NETFLIX INC.3.1K shares-18.48%2026-06-302026-07-23

SLV ISHARES SILVER TR4.1K shares2.70%2026-06-302026-07-23

ACWI ISHARES TR1.4K shares-5.75%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED628 sharesnew addition2026-06-302026-07-23

PIEQ PRINCIPAL EXCHANGE TRADED FD5.9K sharesnew addition2026-06-302026-07-23

THRO BLACKROCK ETF TRUST4.9K sharesnew addition2026-06-302026-07-23

BUFZ FIRST TR EXCHNG TRADED FD VI7.6K sharesnew addition2026-06-302026-07-23

IGSB ISHARES TR4.0K shares-31.38%2026-06-302026-07-23

Sponsored

WTAI WISDOMTREE TR4.4K sharesnew addition2026-06-302026-07-23

TPR TAPESTRY INC1.4K sharesnew addition2026-06-302026-07-23

INMU BLACKROCK ETF TRUST II8.5K sharesnew addition2026-06-302026-07-23

UNP UNION PAC CORP741 sharesnew addition2026-06-302026-07-23

NMI NUVEEN MUN INCOME FD INC15.6K shares0.00%2026-06-302026-07-23

ISHARES TR

0.01%

Shares58.8K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

0.44%

Shares205.3K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-2.43%

Shares187.3K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

0.76%

Shares71.2K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

1.45%

Shares82.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

0.28%

Shares89.5K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

5.72%

Shares82.6K

Event2026-06-30

Filed2026-07-23

AVLV

AMERICAN CENTY ETF TR

4.17%

Shares204.7K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

1.72%

Shares239.2K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

0.71%

Shares51.5K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

7.85%

Shares339.1K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-2.78%

Shares38.5K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

12.20%

Shares18.1K

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD SCOTTSDALE FDS

5.83%

Shares101.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

6.77%

Shares133.6K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

404.80%

Shares124.2K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

-9.89%

Shares89.5K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

14.76%

Shares244.6K

Event2026-06-30

Filed2026-07-23

JAAA

JANUS DETROIT STR TR

7.52%

Shares188.6K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

7.33%

Shares25.2K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

-13.61%

Shares96.5K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

2.79%

Shares146.1K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

5.12%

Shares35.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.24%

Shares20.8K

Event2026-06-30

Filed2026-07-23

IQLT

ISHARES TR

11.00%

Shares151.1K

Event2026-06-30

Filed2026-07-23

NEAR

ISHARES U S ETF TR

15.30%

Shares147.6K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

5.67%

Shares11.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

4.93%

Shares7.6K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.03%

Shares14.1K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

0.42%

Shares10.0K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

-0.92%

Shares22.9K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-1.01%

Shares42.5K

Event2026-06-30

Filed2026-07-23

VCR

VANGUARD WORLD FD

-1.81%

Shares15.7K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

-1.45%

Shares28.1K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

11.57%

Shares71.7K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

-3.03%

Shares16.0K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

3.69%

Shares76.5K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

8.08%

Shares50.7K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

4.83%

Shares36.2K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

-0.89%

Shares23.2K

Event2026-06-30

Filed2026-07-23

VPU

VANGUARD WORLD FD

3.98%

Shares28.2K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

11.85%

Shares56.1K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

2.36%

Shares28.9K

Event2026-06-30

Filed2026-07-23

SPTI

SPDR SERIES TRUST

-10.65%

Shares186.4K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

0.18%

Shares54.0K

Event2026-06-30

Filed2026-07-23

HCRB

HARTFORD FDS EXCHANGE TRADED

4.60%

Shares148.2K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

749.78%

Shares43.3K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

3.68%

Shares192.7K

Event2026-06-30

Filed2026-07-23

PTRB

PGIM ETF TR

7.45%

Shares121.0K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

0.13%

Shares4.7K

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR

95.43%

Shares86.4K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.31%

Shares6.4K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

1.28%

Shares14.6K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

0.98%

Shares128.4K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

2.79%

Shares48.7K

Event2026-06-30

Filed2026-07-23

CMDT

PIMCO ETF TR

4.79%

Shares141.8K

Event2026-06-30

Filed2026-07-23

SMLF

ISHARES TR

-1.99%

Shares47.6K

Event2026-06-30

Filed2026-07-23

SSO

PROSHARES TR

0.01%

Shares61.6K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

2.63%

Shares45.9K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

11.89%

Shares30.2K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

3.34%

Shares31.3K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

6.54%

Shares28.8K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

0.01%

Shares21.9K

Event2026-06-30

Filed2026-07-23

USRT

ISHARES TR

9.59%

Shares53.5K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TR EXCHANGE TRADED FD

-0.12%

Shares42.4K

Event2026-06-30

Filed2026-07-23

XSMO

INVESCO EXCHANGE TRADED FD T

9.87%

Shares34.4K

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR TR

10.31%

Shares29.8K

Event2026-06-30

Filed2026-07-23

HACK

AMPLIFY ETF TR

-0.67%

Shares29.6K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

0.67%

Shares28.0K

Event2026-06-30

Filed2026-07-23

BUFD

FIRST TR EXCHNG TRADED FD VI

-4.32%

Shares101.9K

Event2026-06-30

Filed2026-07-23

IUSB

ISHARES TR

5.59%

Shares62.6K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

44.06%

Shares63.4K

Event2026-06-30

Filed2026-07-23

CIBR

FIRST TR EXCHANGE-TRADED FD

-6.33%

Shares31.0K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

0.05%

Shares11.1K

Event2026-06-30

Filed2026-07-23

ALAI

THE ALGER ETF TRUST

7.36%

Shares59.7K

Event2026-06-30

Filed2026-07-23

HMOP

HARTFORD FDS EXCHANGE TRADED

0.57%

Shares69.2K

Event2026-06-30

Filed2026-07-23

VIS

VANGUARD WORLD FD

3.92%

Shares7.5K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-1.45%

Shares10.5K

Event2026-06-30

Filed2026-07-23

COWZ

PACER FDS TR

1.72%

Shares42.1K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

6.45%

Shares2.0K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

0.81%

Shares20.1K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-4.51%

Shares21.6K

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

2.48%

Shares62.3K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

-0.43%

Shares16.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-0.49%

Shares3.9K

Event2026-06-30

Filed2026-07-23

ISHARES TR

4.51%

Shares22.5K

Event2026-06-30

Filed2026-07-23

BOND

PIMCO ETF TR

37.82%

Shares23.9K

Event2026-06-30

Filed2026-07-23

VDC

VANGUARD WORLD FD

-3.49%

Shares9.7K

Event2026-06-30

Filed2026-07-23

SPMB

SPDR SERIES TRUST

-15.34%

Shares97.5K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

7.13%

Shares25.0K

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

32.24%

Shares55.3K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

HYDB

ISHARES TR

37.31%

Shares42.0K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

4.24%

Shares37.0K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

0.07%

Shares13.8K

Event2026-06-30

Filed2026-07-23

IHI

ISHARES TR

-13.55%

Shares38.0K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

6.74%

Shares22.6K

Event2026-06-30

Filed2026-07-23

SDHY

PGIM SHORT DUR HIG YLD OPP F

2.77%

Shares113.6K

Event2026-06-30

Filed2026-07-23

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares37.6K

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST

-11.93%

Shares29.7K

Event2026-06-30

Filed2026-07-23

BUFR

FIRST TR EXCHNG TRADED FD VI

-9.55%

Shares47.4K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

5.30%

Shares2.7K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-6.29%

Shares3.0K

Event2026-06-30

Filed2026-07-23

OUSA

ALPS ETF TR

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-23

SPHQ

INVESCO EXCHANGE TRADED FD T

8.69%

Shares18.1K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-23

DYNF

BLACKROCK ETF TRUST

36.40%

Shares23.4K

Event2026-06-30

Filed2026-07-23

VOOV

VANGUARD ADMIRAL FDS INC

6.76%

Shares7.2K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

37.20%

Shares10.0K

Event2026-06-30

Filed2026-07-23

RODM

LATTICE STRATEGIES TR

-0.84%

Shares38.6K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

0.63%

Shares18.9K

Event2026-06-30

Filed2026-07-23

SKYY

FIRST TR EXCHANGE-TRADED FD

-3.24%

Shares11.4K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

-3.24%

Shares17.1K

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

15.85%

Shares5.0K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

1.91%

Shares8.0K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

-3.36%

Shares22.5K

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

-1.84%

Shares7.6K

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD ADMIRAL FDS INC

524.34%

Shares17.4K

Event2026-06-30

Filed2026-07-23

XNTK

SPDR SERIES TRUST

4.06%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

-1.68%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

300.00%

Shares10.3K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

-19.45%

Shares38.2K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

15.65%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

3.47%

Shares27.1K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

27.29%

Shares21.0K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

2.16%

Shares4.6K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

8.11%

Shares7.4K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-23

FLXR

TCW ETF TRUST

-3.36%

Shares28.8K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

0.01%

Shares8.2K

Event2026-06-30

Filed2026-07-23

IAGG

ISHARES TR

4.82%

Shares22.0K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

197.72%

Shares38.1K

Event2026-06-30

Filed2026-07-23

LGLV

SPDR SERIES TRUST

2.64%

Shares5.9K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

13.04%

Shares9.0K

Event2026-06-30

Filed2026-07-23

DCOR

DIMENSIONAL ETF TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-07-23

FXH

FIRST TR EXCHANGE-TRADED FD

-5.61%

Shares8.6K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

41.75%

Shares4.6K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL FDS

21.21%

Shares10.3K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

0.16%

Shares19.8K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

518.80%

Shares11.6K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

-7.73%

Shares19.7K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

3.78%

Shares13.7K

Event2026-06-30

Filed2026-07-23

GEM

GOLDMAN SACHS ETF TR

-0.83%

Shares18.7K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-23

DGRW

WISDOMTREE TR

84.91%

Shares10.0K

Event2026-06-30

Filed2026-07-23

HDV

ISHARES TR

409.54%

Shares34.7K

Event2026-06-30

Filed2026-07-23

BOEING CO

0.44%

Shares4.3K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

46.60%

Shares2.0K

Event2026-06-30

Filed2026-07-23

BAC-PL

BANK OF AMER CORP

-7.69%

Shares744

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

309.01%

Shares11.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR

-5.42%

Shares9.6K

Event2026-06-30

Filed2026-07-23

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-23

TBIL

RBB FD INC

5.97%

Shares16.9K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

33.40%

Shares715

Event2026-06-30

Filed2026-07-23

VGSH

VANGUARD SCOTTSDALE FDS

0.43%

Shares14.4K

Event2026-06-30

Filed2026-07-23

QUS

SPDR SERIES TRUST

2.64%

Shares4.5K

Event2026-06-30

Filed2026-07-23

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

0.07%

Shares5.6K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

1.14%

Shares5.6K

Event2026-06-30

Filed2026-07-23

VISA INC

4.11%

Shares2.3K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

7.91%

Shares1.6K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

1.31%

Shares4.3K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

3.97%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

19.07%

Shares13.3K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

1.69%

Shares7.0K

Event2026-06-30

Filed2026-07-23

ROBT

FIRST TR EXCHANGE TRADED FD

-4.73%

Shares12.0K

Event2026-06-30

Filed2026-07-23

FPFD

FIDELITY COVINGTON TRUST

45.68%

Shares30.9K

Event2026-06-30

Filed2026-07-23

PFFD

GLOBAL X FDS

-15.98%

Shares35.3K

Event2026-06-30

Filed2026-07-23

CNEQ

THE ALGER ETF TRUST

23.63%

Shares16.0K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

48.37%

Shares11.0K

Event2026-06-30

Filed2026-07-23

MGC

VANGUARD WORLD FD

3.28%

Shares2.4K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

1.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

6.80%

Shares1.6K

Event2026-06-30

Filed2026-07-23

EGP

EASTGROUP PPTYS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

NUAG

NUSHARES ETF TR

-8.84%

Shares30.6K

Event2026-06-30

Filed2026-07-23

RPV

INVESCO EXCHANGE TRADED FD T

2.80%

Shares5.6K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

New

Shares553

Event2026-06-30

Filed2026-07-23

GRID

FIRST TR EXCHANGE-TRADED FD

5.21%

Shares3.2K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-5.60%

Shares2.5K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

46.44%

Shares2.2K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

6.98%

Shares2.1K

Event2026-06-30

Filed2026-07-23

WFC-PL

WELLS FARGO & CO

-13.78%

Shares507

Event2026-06-30

Filed2026-07-23

VFMV

VANGUARD WELLINGTON FD

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

0.01%

Shares7.7K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-0.96%

Shares4.5K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

-1.49%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

90.12%

Shares3.8K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

-5.10%

Shares781

Event2026-06-30

Filed2026-07-23

CGHM

CAPITAL GRP FIXED INCM ETF T

New

Shares21.2K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

2.83%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-23

FXZ

FIRST TR EXCHANGE-TRADED FD

0.06%

Shares6.8K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

5.80%

Shares3.1K

Event2026-06-30

Filed2026-07-23

BUFP

PGIM ROCK ETF TR

New

Shares16.5K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

-0.38%

Shares2.1K

Event2026-06-30

Filed2026-07-23

QFLR

INNOVATOR ETFS TRUST

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-23

CSRE

COHEN & STEERS ETF TRUST

New

Shares18.5K

Event2026-06-30

Filed2026-07-23

AZO

AUTOZONE INC

-1.23%

Shares161

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

3.05%

Shares5.3K

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-23

VFH

VANGUARD WORLD FD

-3.16%

Shares3.8K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

2.03%

Shares652

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

0.67%

Shares1.7K

Event2026-06-30

Filed2026-07-23

TDV

PROSHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

SPLV

INVESCO EXCH TRADED FD TR II

11.92%

Shares6.6K

Event2026-06-30

Filed2026-07-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares9.7K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

6.04%

Shares474

Event2026-06-30

Filed2026-07-23

IYF

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

AT&T INC

0.42%

Shares23.1K

Event2026-06-30

Filed2026-07-23

EVRG

EVERGY INC

0.59%

Shares5.4K

Event2026-06-30

Filed2026-07-23

SFLR

INNOVATOR ETFS TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares4.8K

Event2026-06-30

Filed2026-07-23

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-23

JNK

SPDR SERIES TRUST

3.86%

Shares4.6K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

0.50%

Shares1.2K

Event2026-06-30

Filed2026-07-23

JSML

JANUS DETROIT STR TR

-23.84%

Shares4.6K

Event2026-06-30

Filed2026-07-23

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares177

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

3.23%

Shares6.5K

Event2026-06-30

Filed2026-07-23

PDP

INVESCO EXCHANGE TRADED FD T

-1.52%

Shares2.6K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

1.59%

Shares4.8K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-5.11%

Shares1.5K

Event2026-06-30

Filed2026-07-23

PAVE

GLOBAL X FDS

0.18%

Shares6.5K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

38.71%

Shares2.1K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

1.64%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

-1.38%

Shares2.4K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

2.22%

Shares2.4K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

13.81%

Shares8.4K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DGCB

DIMENSIONAL ETF TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-07-23

WPC

WP CAREY INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

-7.38%

Shares3.4K

Event2026-06-30

Filed2026-07-23

VST

VISTRA CORP

0.23%

Shares2.2K

Event2026-06-30

Filed2026-07-23

IYJ

ISHARES TR

1.96%

Shares2.1K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

0.00%

Shares944

Event2026-06-30

Filed2026-07-23

FEX

FIRST TR EXCHANGE-TRADED ALP

-28.43%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FXL

FIRST TR EXCHANGE-TRADED FD

-3.08%

Shares1.6K

Event2026-06-30

Filed2026-07-23

QGRO

AMERICAN CENTY ETF TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

New

Shares8.4K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

7.59%

Shares3.8K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

New

Shares969

Event2026-06-30

Filed2026-07-23

DFAW

DIMENSIONAL ETF TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

-33.07%

Shares5.4K

Event2026-06-30

Filed2026-07-23

HIMU

BLACKROCK ETF TRUST II

-29.70%

Shares6.3K

Event2026-06-30

Filed2026-07-23

AKRE

PROFESIONALLY MANAGED PORTFO

-19.54%

Shares5.8K

Event2026-06-30

Filed2026-07-23

VLUE

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC

2.31%

Shares3.0K

Event2026-06-30

Filed2026-07-23

BAI

BLACKROCK ETF TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-23

ACYN

FIRST TR EXCHANGE-TRADED FD

New

Shares14.0K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

0.00%

Shares847

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

19.84%

Shares4.0K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

3.96%

Shares7.9K

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

24.22%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IGRO

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-23

IFRA

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP

-0.48%

Shares6.0K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

-10.64%

Shares546

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

1.76%

Shares289

Event2026-06-30

Filed2026-07-23

DFNM

DIMENSIONAL ETF TRUST

11.49%

Shares5.7K

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

-1.70%

Shares866

Event2026-06-30

Filed2026-07-23

EQWL

INVESCO EXCHANGE TRADED FD T

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

8.26%

Shares7.6K

Event2026-06-30

Filed2026-07-23

ARM

ARM HOLDINGS PLC

New

Shares718

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-0.74%

Shares1.9K

Event2026-06-30

Filed2026-07-23

MGV

VANGUARD WORLD FD

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares342

Event2026-06-30

Filed2026-07-23

GSIE

GOLDMAN SACHS ETF TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-23

NBIS

NEBIUS GROUP N.V.

New

Shares874

Event2026-06-30

Filed2026-07-23

IYH

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

DYCOM INDS INC

New

Shares469

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

FTLS

FIRST TR EXCH TRADED FD III

New

Shares3.2K

Event2026-06-30

Filed2026-07-23

FFLC

FIDELITY COVINGTON TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares583

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-18.48%

Shares3.1K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

2.70%

Shares4.1K

Event2026-06-30

Filed2026-07-23

ACWI

ISHARES TR

-5.75%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

New

Shares628

Event2026-06-30

Filed2026-07-23

PIEQ

PRINCIPAL EXCHANGE TRADED FD

New

Shares5.9K

Event2026-06-30

Filed2026-07-23

THRO

BLACKROCK ETF TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-07-23

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares7.6K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

-31.38%

Shares4.0K

Event2026-06-30

Filed2026-07-23

WTAI

WISDOMTREE TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-23

TPR

TAPESTRY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

INMU

BLACKROCK ETF TRUST II

New

Shares8.5K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

New

Shares741

Event2026-06-30

Filed2026-07-23

NMI

NUVEEN MUN INCOME FD INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION5.4K sharesnew addition2026-06-302026-07-23

NVDA Put

NVIDIA CORPORATION

New

Shares5.4K

Event2026-06-30

Filed2026-07-23