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

Currently, Apollon Wealth Management, LLC holds 1577 types of securities in its portfolio with a total value $8.2B. In the most recent quarter, they have increased their positions in VGT (+508.1K shares, valued at $60.7M), N/A (+50.2K shares, valued at $37.6M), VONG (+286.5K shares, valued at $36.6M); decreased their positions in GLW (-30.7K shares, valued at $7.8M), QUAL (-28.2K shares, valued at $6.2M), FHLC (-63.2K shares, valued at $4.9M); initiated new positions in BIZD (+1.4M shares, valued at $18.0M), PAAA (+255.2K shares, valued at $13.1M), SNEX (+106.3K shares, valued at $12.6M).

1M P&L

+206.4M+3.14%

3M P&L

+19.7M+0.29%

HY P&L

-26.3M-0.39%

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/A3.3B

48.5%

2Semiconductors497.3M

7.2%

3Consumer Electronics271.9M

3.9%

Top Industries by Stock Count

1N/A631 stocks

43.9%

2Asset Management41 stocks

2.9%

3Banks - Regional37 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.5M shares5.83%2026-06-302026-07-23

ISHARES TR ISHARES TR385.3K shares14.99%2026-06-302026-07-23

AAPL APPLE INC937.3K shares2.96%2026-06-302026-07-23

AMZN AMAZON COM INC685.0K shares26.34%2026-06-302026-07-23

MSFT MICROSOFT CORP411.9K shares3.32%2026-06-302026-07-23

VOO VANGUARD INDEX FDS214.2K shares18.82%2026-06-302026-07-23

AVLV AMERICAN CENTY ETF TR1.6M shares25.46%2026-06-302026-07-23

VONG VANGUARD SCOTTSDALE FDS1.1M shares33.83%2026-06-302026-07-23

Sponsored

GOOGL ALPHABET INC376.7K shares4.23%2026-06-302026-07-23

BROADCOM INC BROADCOM INC294.4K shares2.38%2026-06-302026-07-23

GOOG ALPHABET INC296.9K shares49.69%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST2.4M shares54.42%2026-06-302026-07-23

PTRB PGIM ETF TR2.2M shares27.84%2026-06-302026-07-23

IQLT ISHARES TR1.7M shares49.55%2026-06-302026-07-23

LLY ELI LILLY & CO67.8K shares2.49%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC142.9K shares32.73%2026-06-302026-07-23

Sponsored

IJH ISHARES TR945.6K shares22.00%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO221.2K shares0.96%2026-06-302026-07-23

CMDT PIMCO ETF TR2.3M shares35.61%2026-06-302026-07-23

QQQ INVESCO QQQ TR95.0K shares-1.66%2026-06-302026-07-23

VGT VANGUARD WORLD FD580.6K shares700.83%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR709.1K shares38.25%2026-06-302026-07-23

HCRB HARTFORD FDS EXCHANGE TRADED1.9M shares25.76%2026-06-302026-07-23

PYLD PIMCO ETF TR2.5M shares34.56%2026-06-302026-07-23

Sponsored

PANW PALO ALTO NETWORKS INC189.0K shares46.71%2026-06-302026-07-23

GLW CORNING INC241.9K shares-11.25%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC103.0K shares12.48%2026-06-302026-07-23

VGIT VANGUARD SCOTTSDALE FDS997.6K shares8.70%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS705.6K shares3.14%2026-06-302026-07-23

USRT ISHARES TR841.1K shares45.98%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION58.8K shares6.80%2026-06-302026-07-23

GEV GE VERNOVA INC45.0K shares4.36%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL105.4K shares14.02%2026-06-302026-07-23

QUAL ISHARES TR238.4K shares-10.58%2026-06-302026-07-23

XSMO INVESCO EXCHANGE TRADED FD T554.3K shares42.39%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F911.8K shares13.33%2026-06-302026-07-23

WMT WALMART INC447.8K shares9.83%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR384.2K shares39.77%2026-06-302026-07-23

TSLA TESLA INC112.6K shares21.47%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T61.7K shares5.62%2026-06-302026-07-23

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F725.8K shares10.04%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED83.7K shares34.79%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON161.3K shares20.28%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC35.1K shares4.11%2026-06-302026-07-23

HD HOME DEPOT INC113.7K shares2.29%2026-06-302026-07-23

JAAA JANUS DETROIT STR TR767.6K shares121.27%2026-06-302026-07-23

INTC INTEL CORP255.6K shares4.13%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC33.6K shares3.42%2026-06-302026-07-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS116.0K shares2.18%2026-06-302026-07-23

ASML ASML HLDG NV16.3K shares23.83%2026-06-302026-07-23

HYDB ISHARES TR691.2K shares42.76%2026-06-302026-07-23

VRTX VERTEX PHARMACEUTICALS INC63.9K shares65.59%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC72.9K shares3.30%2026-06-302026-07-23

GE GE AEROSPACE82.7K shares3.30%2026-06-302026-07-23

ABBVIE INC ABBVIE INC122.4K shares2.31%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS79.7K shares13.21%2026-06-302026-07-23

Sponsored

NETFLIX INC. NETFLIX INC.394.3K shares106.04%2026-06-302026-07-23

IVW ISHARES TR203.0K shares-10.03%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC315.9K shares44.51%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP200.6K shares4.77%2026-06-302026-07-23

CAT CATERPILLAR INC25.1K shares3.23%2026-06-302026-07-23

SMH VANECK ETF TRUST39.7K shares3.90%2026-06-302026-07-23

VISA INC VISA INC73.0K shares1.37%2026-06-302026-07-23

MS MORGAN STANLEY119.2K shares2.46%2026-06-302026-07-23

Sponsored

ISHARES TR ISHARES TR256.5K shares3.71%2026-06-302026-07-23

IJR ISHARES TR166.5K shares-1.62%2026-06-302026-07-23

CGDV CAPITAL GROUP DIVIDEND VALUE471.1K shares5.58%2026-06-302026-07-23

JPIE J P MORGAN EXCHANGE TRADED F498.6K shares19.93%2026-06-302026-07-23

HMOP HARTFORD FDS EXCHANGE TRADED574.7K shares21.41%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP22.8K shares4.91%2026-06-302026-07-23

IEMG ISHARES INC267.8K shares-7.75%2026-06-302026-07-23

IAGG ISHARES TR436.2K shares7.94%2026-06-302026-07-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC46.0K shares24.57%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS280.6K shares7.43%2026-06-302026-07-23

KHPI MANAGED PORTFOLIO SER841.4K shares4.51%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC29.8K shares8.75%2026-06-302026-07-23

SGOV ISHARES TR210.3K shares96.66%2026-06-302026-07-23

ARES CAPITAL CORP ARES CAPITAL CORP1.1M shares5.85%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC174.7K shares-4.16%2026-06-302026-07-23

IVE ISHARES TR90.1K shares1.87%2026-06-302026-07-23

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT479.5K shares6.01%2026-06-302026-07-23

ROK ROCKWELL AUTOMATION INC41.0K shares0.75%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS274.9K shares29.96%2026-06-302026-07-23

BNL BROADSTONE NET LEASE INC942.0K shares-1.75%2026-06-302026-07-23

VUG VANGUARD INDEX FDS223.4K shares588.22%2026-06-302026-07-23

VDC VANGUARD WORLD FD84.7K shares5.60%2026-06-302026-07-23

OBDC BLUE OWL CAPITAL CORPORATION1.8M shares-7.44%2026-06-302026-07-23

DYNF BLACKROCK ETF TRUST279.8K shares-2.97%2026-06-302026-07-23

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC97.3K shares3.02%2026-06-302026-07-23

CVX CHEVRON CORPORATION109.1K shares4.66%2026-06-302026-07-23

BIZD VANECK ETF TRUST1.4M sharesnew addition2026-06-302026-07-23

JMUB J P MORGAN EXCHANGE TRADED F356.3K shares21.10%2026-06-302026-07-23

SHOP SHOPIFY INC153.6K shares3.30%2026-06-302026-07-23

LIN LINDE PLC33.6K shares5.28%2026-06-302026-07-23

LRCX LAM RESEARCH CORP39.7K shares-0.48%2026-06-302026-07-23

IGM ISHARES TR100.5K shares-0.48%2026-06-302026-07-23

Sponsored

QQQI NEOS ETF TRUST288.1K shares11.89%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC32.0K shares124.50%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F315.1K shares1.99%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC39.1K shares-1.17%2026-06-302026-07-23

BE BLOOM ENERGY CORP52.5K shares1334.04%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC87.4K shares9034.17%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL69.1K shares6.46%2026-06-302026-07-23

Sponsored

SPRX LISTED FDS TR262.6K shares7.68%2026-06-302026-07-23

KLAC KLA CORP50.2K shares1161.71%2026-06-302026-07-23

MCD MCDONALDS CORP55.7K shares-0.29%2026-06-302026-07-23

GLD SPDR GOLD TR40.5K shares1.72%2026-06-302026-07-23

PG PROCTER & GAMBLE CO100.5K shares2.51%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST165.9K shares13.08%2026-06-302026-07-23

PEP PEPSICO INC105.2K shares-5.15%2026-06-302026-07-23

CGBL CAPITAL GROUP CORE BALANCED374.6K shares7.78%2026-06-302026-07-23

Sponsored

VB VANGUARD INDEX FDS46.6K shares17.85%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION73.9K shares12.01%2026-06-302026-07-23

IUSB ISHARES TR302.8K shares37.05%2026-06-302026-07-23

CGUS CAPITAL GROUP CORE EQUITY ET310.9K shares5.20%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL14.2K shares-3.74%2026-06-302026-07-23

MELI MERCADOLIBRE INC7.9K shares607.31%2026-06-302026-07-23

DATADOG INC DATADOG INC51.6K shares497.75%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC17.6K shares5.55%2026-06-302026-07-23

Sponsored

APH AMPHENOL CORP76.1K shares-0.44%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC32.2K shares-3.79%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC32.1K shares8.82%2026-06-302026-07-23

PAAA PGIM ETF TR255.2K sharesnew addition2026-06-302026-07-23

MO ALTRIA GROUP INC180.9K shares11.81%2026-06-302026-07-23

VTV VANGUARD INDEX FDS59.4K shares3.90%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR431.5K shares14.35%2026-06-302026-07-23

BUFR FIRST TR EXCHNG TRADED FD VI345.0K shares-0.74%2026-06-302026-07-23

Sponsored

CGGR CAPITAL GROUP GROWTH ETF266.9K shares0.84%2026-06-302026-07-23

SNEX STONEX GROUP INC106.3K sharesnew addition2026-06-302026-07-23

ORACLE CORP ORACLE CORP85.9K shares6.53%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC106.1K shares-4.14%2026-06-302026-07-23

MRK MERCK & CO INC96.0K shares3.56%2026-06-302026-07-23

UTHR UNITED THERAPEUTICS CORP DEL22.6K shares69.97%2026-06-302026-07-23

EQIX EQUINIX INC11.6K shares846.61%2026-06-302026-07-23

IAU ISHARES GOLD TR157.7K shares-6.37%2026-06-302026-07-23

Sponsored

CMI CUMMINS INC16.7K shares2.90%2026-06-302026-07-23

KO COCA COLA CO146.1K shares5.54%2026-06-302026-07-23

FHLC FIDELITY COVINGTON TRUST153.2K shares-29.22%2026-06-302026-07-23

BAC BANK OF AMER CORP203.8K shares2.89%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC38.2K shares12.56%2026-06-302026-07-23

BLK BLACKROCK INC11.8K shares-1.85%2026-06-302026-07-23

UNP UNION PAC CORP41.5K shares0.62%2026-06-302026-07-23

BIL SPDR SERIES TRUST121.2K shares7.82%2026-06-302026-07-23

Sponsored

DFUS DIMENSIONAL ETF TRUST135.5K shares161.27%2026-06-302026-07-23

TXN TEXAS INSTRS INC37.1K shares8.59%2026-06-302026-07-23

CRM SALESFORCE INC69.4K shares41.33%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR317.6K shares-1.63%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC59.3K shares5.86%2026-06-302026-07-23

EFV ISHARES TR139.2K shares-27.41%2026-06-302026-07-23

MTUM ISHARES TR30.8K shares6.34%2026-06-302026-07-23

JSI JANUS DETROIT STR TR205.2K shares-11.12%2026-06-302026-07-23

Sponsored

VO VANGUARD INDEX FDS127.3K shares781.70%2026-06-302026-07-23

NLY ANNALY CAPITAL MANAGEMENT IN458.1K shares11.87%2026-06-302026-07-23

MFSV MFS ACTIVE EXCHANGE TRADED F357.9K shares12.65%2026-06-302026-07-23

MMC MARSH & MCLENNAN COS INC61.2K shares5.49%2026-06-302026-07-23

BX BLACKSTONE INC86.0K shares4.38%2026-06-302026-07-23

MLPX GLOBAL X FDS136.5K shares2.71%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR50.8K shares44.10%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC96.2K shares368.06%2026-06-302026-07-23

Sponsored

ANET ARISTA NETWORKS INC55.4K shares16.30%2026-06-302026-07-23

EFG ISHARES TR75.4K shares59.24%2026-06-302026-07-23

ABT ABBOTT LABORATORIES102.4K shares2.89%2026-06-302026-07-23

C CITIGROUP INC66.3K shares10.05%2026-06-302026-07-23

BSCU INVESCO EXCH TRD SLF IDX FD556.8K sharesnew addition2026-06-302026-07-23

IWF ISHARES TR74.5K shares301.67%2026-06-302026-07-23

BSCW INVESCO EXCH TRD SLF IDX FD449.3K sharesnew addition2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC31.7K shares4.45%2026-06-302026-07-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS38.8K shares0.34%2026-06-302026-07-23

BAI BLACKROCK ETF TRUST173.3K shares-10.02%2026-06-302026-07-23

DEXCOM INC DEXCOM INC133.9K shares525.07%2026-06-302026-07-23

VRT VERTIV HOLDINGS CO26.5K shares1.09%2026-06-302026-07-23

FUTY FIDELITY COVINGTON TRUST151.0K shares6.39%2026-06-302026-07-23

FSK FS KKR CAP CORP834.7K shares3411.48%2026-06-302026-07-23

SPYI NEOS ETF TRUST163.7K shares12.64%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED25.4K shares5.80%2026-06-302026-07-23

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE227.7K shares21.53%2026-06-302026-07-23

AMGN AMGEN INC23.4K shares4.90%2026-06-302026-07-23

ITOT ISHARES TR51.1K shares71.64%2026-06-302026-07-23

BKR BAKER HUGHES COMPANY150.7K shares3.82%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F99.5K shares16.86%2026-06-302026-07-23

MYCF SSGA ACTIVE TR327.2K sharesnew addition2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F136.2K shares49.65%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F51.5K shares10.05%2026-06-302026-07-23

Sponsored

ETN EATON CORP PLC19.0K shares0.14%2026-06-302026-07-23

HWM HOWMET AEROSPACE INC30.0K shares0.37%2026-06-302026-07-23

CSRE COHEN & STEERS ETF TRUST282.6K shares185.26%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP22.5K shares1.09%2026-06-302026-07-23

BMRN BIOMARIN PHARMACEUTICAL INC137.7K sharesnew addition2026-06-302026-07-23

DE DEERE & CO12.3K shares-4.66%2026-06-302026-07-23

AIRR FIRST TR EXCHANGE TRADED FD58.0K shares-9.39%2026-06-302026-07-23

QCOM QUALCOMM INC41.0K shares-6.08%2026-06-302026-07-23

Sponsored

CGHM CAPITAL GRP FIXED INCM ETF T289.4K shares285.21%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND14.1K shares1.46%2026-06-302026-07-23

JCPB J P MORGAN EXCHANGE TRADED F156.8K shares1.50%2026-06-302026-07-23

OPER ETF SER SOLUTIONS73.0K shares-5.42%2026-06-302026-07-23

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP41.9K sharesnew addition2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T33.1K shares16.41%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS44.1K shares7.52%2026-06-302026-07-23

ADI ANALOG DEVICES INC17.5K shares0.01%2026-06-302026-07-23

Sponsored

AXON AXON ENTERPRISE INC12.3K shares162.60%2026-06-302026-07-23

DHR DANAHER CORP DEL36.0K shares105.01%2026-06-302026-07-23

ENB ENBRIDGE INC123.7K shares-0.00%2026-06-302026-07-23

LOW LOWES COS INC30.1K shares-6.27%2026-06-302026-07-23

ISHARES TR ISHARES TR65.8K shares-1.84%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR180.0K shares0.30%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC26.4K shares0.54%2026-06-302026-07-23

IGLB ISHARES TR129.5K shares196.01%2026-06-302026-07-23

Sponsored

WFC WELLS FARGO & CO77.6K shares2.26%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR201.2K shares7.43%2026-06-302026-07-23

THRO BLACKROCK ETF TRUST146.9K shares-15.93%2026-06-302026-07-23

DNP DNP SELECT INCOME FD INC585.7K shares-1.78%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO65.7K shares1.11%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST154.7K shares33.77%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW49.6K shares1.96%2026-06-302026-07-23

BRO BROWN & BROWN INC97.9K shares1778.90%2026-06-302026-07-23

Sponsored

DFIC DIMENSIONAL ETF TRUST168.5K shares-6.40%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC28.2K sharesnew addition2026-06-302026-07-23

WDC WESTERN DIGITAL CORP9.6K shares8.93%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC27.4K sharesnew addition2026-06-302026-07-23

AXP AMERICAN EXPRESS CO18.1K shares9.05%2026-06-302026-07-23

CGCV CAPITAL GROUP CONSERVATIVE E186.5K shares14.48%2026-06-302026-07-23

BSCX INVESCO EXCH TRD SLF IDX FD289.3K sharesnew addition2026-06-302026-07-23

LEMB ISHARES INC143.5K sharesnew addition2026-06-302026-07-23

Sponsored

LMT LOCKHEED MARTIN CORP11.9K shares0.98%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO104.5K shares4.02%2026-06-302026-07-23

BA BOEING CO27.5K shares6.97%2026-06-302026-07-23

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TJX TJX COS INC NEW39.0K shares6.22%2026-06-302026-07-23

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INTU INTUIT22.4K shares77.29%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST131.0K shares-7.50%2026-06-302026-07-23

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FN FABRINET10.3K sharesnew addition2026-06-302026-07-23

CGCB CAPITAL GRP FIXED INCM ETF T221.4K shares2.84%2026-06-302026-07-23

UCON FIRST TR EXCHNG TRADED FD VI232.6K shares-0.85%2026-06-302026-07-23

SOXX ISHARES TR9.0K shares-7.11%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC11.7K shares10.66%2026-06-302026-07-23

MCK MCKESSON CORP7.6K shares3.31%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS78.3K shares204.01%2026-06-302026-07-23

SNDK SANDISK CORP2.5K shares52.24%2026-06-302026-07-23

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BSCV INVESCO EXCH TRD SLF IDX FD347.5K sharesnew addition2026-06-302026-07-23

IBDZ ISHARES TR218.1K sharesnew addition2026-06-302026-07-23

IBDU ISHARES TR245.1K sharesnew addition2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 408.0K shares1.99%2026-06-302026-07-23

CSQ CALAMOS STRATEGIC TOTAL RETU274.9K shares-2.20%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC61.2K shares-2.26%2026-06-302026-07-23

DIS DISNEY WALT CO58.5K shares7.42%2026-06-302026-07-23

ROST ROSS STORES INC26.4K shares2.60%2026-06-302026-07-23

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TRGP TARGA RES CORP20.8K shares8.67%2026-06-302026-07-23

EFA ISHARES TR53.2K shares-7.87%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC70.6K shares40.78%2026-06-302026-07-23

BLCR BLACKROCK ETF TRUST109.4K shares129.08%2026-06-302026-07-23

DFJ WISDOMTREE TR51.9K sharesnew addition2026-06-302026-07-23

FNDE SCHWAB STRATEGIC TR135.3K shares-0.88%2026-06-302026-07-23

T AT&T INC254.7K shares22.08%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC123.3K shares14.02%2026-06-302026-07-23

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MDLZ MONDELEZ INTL INC89.5K shares-8.72%2026-06-302026-07-23

JPUS J P MORGAN EXCHANGE TRADED F36.8K shares-5.19%2026-06-302026-07-23

FIX COMFORT SYS USA INC2.6K shares23.70%2026-06-302026-07-23

USMV ISHARES TR53.3K shares6.00%2026-06-302026-07-23

CSHI NEOS ETF TRUST102.9K shares12.56%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR184.1K shares-7.79%2026-06-302026-07-23

EMR EMERSON ELEC CO35.6K shares21.36%2026-06-302026-07-23

GRMN GARMIN LTD21.3K shares4.31%2026-06-302026-07-23

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IDEF BLACKROCK ETF TRUST157.8K shares157.26%2026-06-302026-07-23

VBIL VANGUARD INSTL INDEX FD65.4K shares2113.77%2026-06-302026-07-23

ET ENERGY TRANSFER L P258.6K shares-3.48%2026-06-302026-07-23

DCRE DOUBLELINE ETF TRUST94.7K sharesnew addition2026-06-302026-07-23

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GILD GILEAD SCIENCES INC38.6K shares8.18%2026-06-302026-07-23

SPMD SPDR SERIES TRUST72.1K shares8.14%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR131.9K shares13.28%2026-06-302026-07-23

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LOB LIVE OAK BANCSHARES INC117.5K sharesnew addition2026-06-302026-07-23

RDVI FIRST TR EXCHANGE-TRADED FD162.8K shares0.85%2026-06-302026-07-23

BR BROADRIDGE FINL SOLUTIONS IN34.9K shares217.70%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR130.4K shares1.27%2026-06-302026-07-23

AFL AFLAC INC40.3K shares4.60%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC11.8K shares-1.53%2026-06-302026-07-23

MBB ISHARES TR48.3K shares4.97%2026-06-302026-07-23

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DFSD DIMENSIONAL ETF TRUST94.5K shares80.37%2026-06-302026-07-23

CVS CVS HEALTH CORP43.2K shares-0.73%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC6.2K shares-27.18%2026-06-302026-07-23

TMUS T-MOBILE US INC26.5K shares24.49%2026-06-302026-07-23

ITA ISHARES TR18.2K shares-31.64%2026-06-302026-07-23

SHYG ISHARES TR104.3K shares1093.63%2026-06-302026-07-23

WAT WATERS CORP11.7K shares187.13%2026-06-302026-07-23

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WCN WASTE CONNECTIONS INC26.1K shares1018.79%2026-06-302026-07-23

SBUX STARBUCKS CORP42.4K shares-0.05%2026-06-302026-07-23

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OKE ONEOK INC NEW48.5K shares-2.77%2026-06-302026-07-23

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TTWO TAKE-TWO INTERACTIVE SOFTWAR16.8K shares72.67%2026-06-302026-07-23

IEUR ISHARES TR55.8K shares614.63%2026-06-302026-07-23

BK BANK OF NY MELLON CORP29.0K shares4.96%2026-06-302026-07-23

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REGN REGENERON PHARMACEUTICALS6.7K shares73.90%2026-06-302026-07-23

AON AON PLC12.5K shares276.02%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC30.2K shares2.78%2026-06-302026-07-23

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EPD ENTERPRISE PRODS PARTNERS L111.6K shares-9.11%2026-06-302026-07-23

PJAN INNOVATOR ETFS TRUST82.6K shares-4.93%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR77.0K shares3.90%2026-06-302026-07-23

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SDVY FIRST TR EXCHANGE TRADED FD94.5K shares-6.57%2026-06-302026-07-23

SLV ISHARES SILVER TR76.1K shares-1.90%2026-06-302026-07-23

PFE PFIZER INC168.8K shares6.27%2026-06-302026-07-23

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FV FIRST TR EXCHANGE TRADED FD53.3K shares-6.77%2026-06-302026-07-23

DMBS DOUBLELINE ETF TRUST82.3K sharesnew addition2026-06-302026-07-23

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BSCT INVESCO EXCH TRD SLF IDX FD216.0K sharesnew addition2026-06-302026-07-23

IGSB ISHARES TR75.7K shares1.18%2026-06-302026-07-23

PAVE GLOBAL X FDS67.3K shares3.02%2026-06-302026-07-23

ODFL OLD DOMINION FREIGHT LINE IN18.2K shares211.63%2026-06-302026-07-23

DFCF DIMENSIONAL ETF TRUST92.8K shares1179.85%2026-06-302026-07-23

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SCHW SCHWAB CHARLES CORP41.7K shares-0.87%2026-06-302026-07-23

VOOG VANGUARD ADMIRAL FDS INC46.5K shares517.74%2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST73.7K shares-4.31%2026-06-302026-07-23

GOVT ISHARES TR166.5K shares6.70%2026-06-302026-07-23

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QQQM INVESCO EXCH TRADED FD TR II12.3K shares13.43%2026-06-302026-07-23

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EVR EVERCORE INC10.7K sharesnew addition2026-06-302026-07-23

GSLC GOLDMAN SACHS ETF TR25.7K shares-3.75%2026-06-302026-07-23

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MGNR AMERICAN BEACON SELECT FUNDS74.9K shares-5.88%2026-06-302026-07-23

TLT ISHARES TR41.8K shares4.07%2026-06-302026-07-23

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DOMINION ENERGY INC DOMINION ENERGY INC50.5K shares47.24%2026-06-302026-07-23

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LSGR NATIXIS ETF TRUST II81.1K shares-0.45%2026-06-302026-07-23

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BSVO EA SERIES TRUST116.5K sharesnew addition2026-06-302026-07-23

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PAYX PAYCHEX INC34.5K shares105.25%2026-06-302026-07-23

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VBK VANGUARD INDEX FDS8.5K shares0.51%2026-06-302026-07-23

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Sponsored

IVES WEDBUSH SER TR55.3K shares-5.42%2026-06-302026-07-23

IDGT ISHARES TR17.6K sharesnew addition2026-06-302026-07-23

PCAR PACCAR INC17.5K shares-4.64%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR60.0K shares3.52%2026-06-302026-07-23

PNOV INNOVATOR ETFS TRUST47.0K shares-5.55%2026-06-302026-07-23

ALL ALLSTATE CORP8.8K shares36.96%2026-06-302026-07-23

TYL TYLER TECHNOLOGIES INC7.1K shares738.20%2026-06-302026-07-23

DON WISDOMTREE TR36.5K shares-6.15%2026-06-302026-07-23

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP68.3K shares-2.27%2026-06-302026-07-23

MSCI MSCI INC3.7K shares-0.62%2026-06-302026-07-23

FJUL FIRST TR EXCHNG TRADED FD VI34.5K shares0.00%2026-06-302026-07-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC17.4K shares8.51%2026-06-302026-07-23

PWB INVESCO EXCHANGE TRADED FD T12.1K shares-2.25%2026-06-302026-07-23

ALPS ETF TR ALPS ETF TR39.2K shares0.61%2026-06-302026-07-23

GPRK GEOPARK LTD222.8K shares10.96%2026-06-302026-07-23

IDMO INVESCO EXCH TRADED FD TR II33.5K shares18.67%2026-06-302026-07-23

Sponsored

SITEONE LANDSCAPE SUPPLY INC SITEONE LANDSCAPE SUPPLY INC17.6K sharesnew addition2026-06-302026-07-23

FDX FEDEX CORP6.4K shares23.58%2026-06-302026-07-23

AMERIPRISE FINL INC AMERIPRISE FINL INC4.4K shares-2.33%2026-06-302026-07-23

SUNB SUNBELT RENTALS HOLDINGS INC26.7K sharesnew addition2026-06-302026-07-23

TPL TEXAS PACIFIC LAND CORPORATI4.5K shares3.03%2026-06-302026-07-23

OVL LISTED FDS TR35.0K shares1.74%2026-06-302026-07-23

CGGE CAPITAL GROUP GLOBAL EQUITY55.8K shares53.71%2026-06-302026-07-23

PJUN INNOVATOR ETFS TRUST45.5K shares-3.50%2026-06-302026-07-23

Sponsored

VOT VANGUARD INDEX FDS6.3K shares-1.96%2026-06-302026-07-23

DSI ISHARES TR13.6K shares10.64%2026-06-302026-07-23

IJJ ISHARES TR12.9K shares-1.62%2026-06-302026-07-23

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP6.0K shares-7.65%2026-06-302026-07-23

NVDA

NVIDIA CORPORATION

5.83%

Shares1.5M

Event2026-06-30

Filed2026-07-23

ISHARES TR

14.99%

Shares385.3K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

2.96%

Shares937.3K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

26.34%

Shares685.0K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

3.32%

Shares411.9K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

18.82%

Shares214.2K

Event2026-06-30

Filed2026-07-23

AVLV

AMERICAN CENTY ETF TR

25.46%

Shares1.6M

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD SCOTTSDALE FDS

33.83%

Shares1.1M

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

4.23%

Shares376.7K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

2.38%

Shares294.4K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

49.69%

Shares296.9K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

54.42%

Shares2.4M

Event2026-06-30

Filed2026-07-23

PTRB

PGIM ETF TR

27.84%

Shares2.2M

Event2026-06-30

Filed2026-07-23

IQLT

ISHARES TR

49.55%

Shares1.7M

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

2.49%

Shares67.8K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

32.73%

Shares142.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

22.00%

Shares945.6K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

0.96%

Shares221.2K

Event2026-06-30

Filed2026-07-23

CMDT

PIMCO ETF TR

35.61%

Shares2.3M

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-1.66%

Shares95.0K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

700.83%

Shares580.6K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

38.25%

Shares709.1K

Event2026-06-30

Filed2026-07-23

HCRB

HARTFORD FDS EXCHANGE TRADED

25.76%

Shares1.9M

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

34.56%

Shares2.5M

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

46.71%

Shares189.0K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

-11.25%

Shares241.9K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

12.48%

Shares103.0K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD SCOTTSDALE FDS

8.70%

Shares997.6K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

3.14%

Shares705.6K

Event2026-06-30

Filed2026-07-23

USRT

ISHARES TR

45.98%

Shares841.1K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

6.80%

Shares58.8K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

4.36%

Shares45.0K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.02%

Shares105.4K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

-10.58%

Shares238.4K

Event2026-06-30

Filed2026-07-23

XSMO

INVESCO EXCHANGE TRADED FD T

42.39%

Shares554.3K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

13.33%

Shares911.8K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

9.83%

Shares447.8K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

39.77%

Shares384.2K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

21.47%

Shares112.6K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

5.62%

Shares61.7K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

10.04%

Shares725.8K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

34.79%

Shares83.7K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

20.28%

Shares161.3K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

4.11%

Shares35.1K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

2.29%

Shares113.7K

Event2026-06-30

Filed2026-07-23

JAAA

JANUS DETROIT STR TR

121.27%

Shares767.6K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

4.13%

Shares255.6K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

3.42%

Shares33.6K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

2.18%

Shares116.0K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

23.83%

Shares16.3K

Event2026-06-30

Filed2026-07-23

HYDB

ISHARES TR

42.76%

Shares691.2K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS INC

65.59%

Shares63.9K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

3.30%

Shares72.9K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

3.30%

Shares82.7K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

2.31%

Shares122.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

13.21%

Shares79.7K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

106.04%

Shares394.3K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-10.03%

Shares203.0K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

44.51%

Shares315.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

4.77%

Shares200.6K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

3.23%

Shares25.1K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

3.90%

Shares39.7K

Event2026-06-30

Filed2026-07-23

VISA INC

1.37%

Shares73.0K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

2.46%

Shares119.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

3.71%

Shares256.5K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-1.62%

Shares166.5K

Event2026-06-30

Filed2026-07-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.58%

Shares471.1K

Event2026-06-30

Filed2026-07-23

JPIE

J P MORGAN EXCHANGE TRADED F

19.93%

Shares498.6K

Event2026-06-30

Filed2026-07-23

HMOP

HARTFORD FDS EXCHANGE TRADED

21.41%

Shares574.7K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

4.91%

Shares22.8K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-7.75%

Shares267.8K

Event2026-06-30

Filed2026-07-23

IAGG

ISHARES TR

7.94%

Shares436.2K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

24.57%

Shares46.0K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

7.43%

Shares280.6K

Event2026-06-30

Filed2026-07-23

KHPI

MANAGED PORTFOLIO SER

4.51%

Shares841.4K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

8.75%

Shares29.8K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

96.66%

Shares210.3K

Event2026-06-30

Filed2026-07-23

ARES CAPITAL CORP

5.85%

Shares1.1M

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-4.16%

Shares174.7K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

1.87%

Shares90.1K

Event2026-06-30

Filed2026-07-23

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.01%

Shares479.5K

Event2026-06-30

Filed2026-07-23

ROK

ROCKWELL AUTOMATION INC

0.75%

Shares41.0K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

29.96%

Shares274.9K

Event2026-06-30

Filed2026-07-23

BNL

BROADSTONE NET LEASE INC

-1.75%

Shares942.0K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

588.22%

Shares223.4K

Event2026-06-30

Filed2026-07-23

VDC

VANGUARD WORLD FD

5.60%

Shares84.7K

Event2026-06-30

Filed2026-07-23

OBDC

BLUE OWL CAPITAL CORPORATION

-7.44%

Shares1.8M

Event2026-06-30

Filed2026-07-23

DYNF

BLACKROCK ETF TRUST

-2.97%

Shares279.8K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

3.02%

Shares97.3K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

4.66%

Shares109.1K

Event2026-06-30

Filed2026-07-23

BIZD

VANECK ETF TRUST

New

Shares1.4M

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

21.10%

Shares356.3K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

3.30%

Shares153.6K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

5.28%

Shares33.6K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

-0.48%

Shares39.7K

Event2026-06-30

Filed2026-07-23

IGM

ISHARES TR

-0.48%

Shares100.5K

Event2026-06-30

Filed2026-07-23

QQQI

NEOS ETF TRUST

11.89%

Shares288.1K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

124.50%

Shares32.0K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

1.99%

Shares315.1K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

-1.17%

Shares39.1K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP

1334.04%

Shares52.5K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares21

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

9034.17%

Shares87.4K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

6.46%

Shares69.1K

Event2026-06-30

Filed2026-07-23

SPRX

LISTED FDS TR

7.68%

Shares262.6K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

1161.71%

Shares50.2K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

-0.29%

Shares55.7K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

1.72%

Shares40.5K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

2.51%

Shares100.5K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

13.08%

Shares165.9K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-5.15%

Shares105.2K

Event2026-06-30

Filed2026-07-23

CGBL

CAPITAL GROUP CORE BALANCED

7.78%

Shares374.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

17.85%

Shares46.6K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

12.01%

Shares73.9K

Event2026-06-30

Filed2026-07-23

IUSB

ISHARES TR

37.05%

Shares302.8K

Event2026-06-30

Filed2026-07-23

CGUS

CAPITAL GROUP CORE EQUITY ET

5.20%

Shares310.9K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

-3.74%

Shares14.2K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

607.31%

Shares7.9K

Event2026-06-30

Filed2026-07-23

DATADOG INC

497.75%

Shares51.6K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

5.55%

Shares17.6K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

-0.44%

Shares76.1K

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

-3.79%

Shares32.2K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

8.82%

Shares32.1K

Event2026-06-30

Filed2026-07-23

PAAA

PGIM ETF TR

New

Shares255.2K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

11.81%

Shares180.9K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

3.90%

Shares59.4K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

14.35%

Shares431.5K

Event2026-06-30

Filed2026-07-23

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.74%

Shares345.0K

Event2026-06-30

Filed2026-07-23

CGGR

CAPITAL GROUP GROWTH ETF

0.84%

Shares266.9K

Event2026-06-30

Filed2026-07-23

SNEX

STONEX GROUP INC

New

Shares106.3K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

6.53%

Shares85.9K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-4.14%

Shares106.1K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

3.56%

Shares96.0K

Event2026-06-30

Filed2026-07-23

UTHR

UNITED THERAPEUTICS CORP DEL

69.97%

Shares22.6K

Event2026-06-30

Filed2026-07-23

EQIX

EQUINIX INC

846.61%

Shares11.6K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

-6.37%

Shares157.7K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

2.90%

Shares16.7K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

5.54%

Shares146.1K

Event2026-06-30

Filed2026-07-23

FHLC

FIDELITY COVINGTON TRUST

-29.22%

Shares153.2K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

2.89%

Shares203.8K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

12.56%

Shares38.2K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

-1.85%

Shares11.8K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.62%

Shares41.5K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

7.82%

Shares121.2K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

161.27%

Shares135.5K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

8.59%

Shares37.1K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

41.33%

Shares69.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

-1.63%

Shares317.6K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

5.86%

Shares59.3K

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

-27.41%

Shares139.2K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

6.34%

Shares30.8K

Event2026-06-30

Filed2026-07-23

JSI

JANUS DETROIT STR TR

-11.12%

Shares205.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

781.70%

Shares127.3K

Event2026-06-30

Filed2026-07-23

NLY

ANNALY CAPITAL MANAGEMENT IN

11.87%

Shares458.1K

Event2026-06-30

Filed2026-07-23

MFSV

MFS ACTIVE EXCHANGE TRADED F

12.65%

Shares357.9K

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COS INC

5.49%

Shares61.2K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

4.38%

Shares86.0K

Event2026-06-30

Filed2026-07-23

MLPX

GLOBAL X FDS

2.71%

Shares136.5K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

44.10%

Shares50.8K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

368.06%

Shares96.2K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

16.30%

Shares55.4K

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR

59.24%

Shares75.4K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

2.89%

Shares102.4K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

10.05%

Shares66.3K

Event2026-06-30

Filed2026-07-23

BSCU

INVESCO EXCH TRD SLF IDX FD

New

Shares556.8K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

301.67%

Shares74.5K

Event2026-06-30

Filed2026-07-23

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares449.3K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

4.45%

Shares31.7K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

0.34%

Shares38.8K

Event2026-06-30

Filed2026-07-23

BAI

BLACKROCK ETF TRUST

-10.02%

Shares173.3K

Event2026-06-30

Filed2026-07-23

DEXCOM INC

525.07%

Shares133.9K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

1.09%

Shares26.5K

Event2026-06-30

Filed2026-07-23

FUTY

FIDELITY COVINGTON TRUST

6.39%

Shares151.0K

Event2026-06-30

Filed2026-07-23

FSK

FS KKR CAP CORP

3411.48%

Shares834.7K

Event2026-06-30

Filed2026-07-23

SPYI

NEOS ETF TRUST

12.64%

Shares163.7K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

5.80%

Shares25.4K

Event2026-06-30

Filed2026-07-23

CGDG

CAPITAL GROUP DIVIDEND GROWE

21.53%

Shares227.7K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

4.90%

Shares23.4K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

71.64%

Shares51.1K

Event2026-06-30

Filed2026-07-23

BKR

BAKER HUGHES COMPANY

3.82%

Shares150.7K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

16.86%

Shares99.5K

Event2026-06-30

Filed2026-07-23

MYCF

SSGA ACTIVE TR

New

Shares327.2K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

49.65%

Shares136.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

10.05%

Shares51.5K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

0.14%

Shares19.0K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

0.37%

Shares30.0K

Event2026-06-30

Filed2026-07-23

CSRE

COHEN & STEERS ETF TRUST

185.26%

Shares282.6K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

1.09%

Shares22.5K

Event2026-06-30

Filed2026-07-23

BMRN

BIOMARIN PHARMACEUTICAL INC

New

Shares137.7K

Event2026-06-30

Filed2026-07-23

DEERE & CO

-4.66%

Shares12.3K

Event2026-06-30

Filed2026-07-23

AIRR

FIRST TR EXCHANGE TRADED FD

-9.39%

Shares58.0K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-6.08%

Shares41.0K

Event2026-06-30

Filed2026-07-23

CGHM

CAPITAL GRP FIXED INCM ETF T

285.21%

Shares289.4K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

1.46%

Shares14.1K

Event2026-06-30

Filed2026-07-23

JCPB

J P MORGAN EXCHANGE TRADED F

1.50%

Shares156.8K

Event2026-06-30

Filed2026-07-23

OPER

ETF SER SOLUTIONS

-5.42%

Shares73.0K

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares41.9K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

16.41%

Shares33.1K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

7.52%

Shares44.1K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

0.01%

Shares17.5K

Event2026-06-30

Filed2026-07-23

AXON

AXON ENTERPRISE INC

162.60%

Shares12.3K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

105.01%

Shares36.0K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

-0.00%

Shares123.7K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-6.27%

Shares30.1K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-1.84%

Shares65.8K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

0.30%

Shares180.0K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

0.54%

Shares26.4K

Event2026-06-30

Filed2026-07-23

IGLB

ISHARES TR

196.01%

Shares129.5K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

2.26%

Shares77.6K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

7.43%

Shares201.2K

Event2026-06-30

Filed2026-07-23

THRO

BLACKROCK ETF TRUST

-15.93%

Shares146.9K

Event2026-06-30

Filed2026-07-23

DNP

DNP SELECT INCOME FD INC

-1.78%

Shares585.7K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

1.11%

Shares65.7K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

33.77%

Shares154.7K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

1.96%

Shares49.6K

Event2026-06-30

Filed2026-07-23

BRO

BROWN & BROWN INC

1778.90%

Shares97.9K

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

-6.40%

Shares168.5K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares28.2K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

8.93%

Shares9.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares27.4K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

9.05%

Shares18.1K

Event2026-06-30

Filed2026-07-23

CGCV

CAPITAL GROUP CONSERVATIVE E

14.48%

Shares186.5K

Event2026-06-30

Filed2026-07-23

BSCX

INVESCO EXCH TRD SLF IDX FD

New

Shares289.3K

Event2026-06-30

Filed2026-07-23

LEMB

ISHARES INC

New

Shares143.5K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.98%

Shares11.9K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

4.02%

Shares104.5K

Event2026-06-30

Filed2026-07-23

BOEING CO

6.97%

Shares27.5K

Event2026-06-30

Filed2026-07-23

FEGE

RBB FUND TRUST

9.04%

Shares121.0K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

6.22%

Shares39.0K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-1.17%

Shares24.3K

Event2026-06-30

Filed2026-07-23

INTU

INTUIT

77.29%

Shares22.4K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

-7.50%

Shares131.0K

Event2026-06-30

Filed2026-07-23

FABRINET

New

Shares10.3K

Event2026-06-30

Filed2026-07-23

CGCB

CAPITAL GRP FIXED INCM ETF T

2.84%

Shares221.4K

Event2026-06-30

Filed2026-07-23

UCON

FIRST TR EXCHNG TRADED FD VI

-0.85%

Shares232.6K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

-7.11%

Shares9.0K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

10.66%

Shares11.7K

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

3.31%

Shares7.6K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

204.01%

Shares78.3K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

52.24%

Shares2.5K

Event2026-06-30

Filed2026-07-23

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares347.5K

Event2026-06-30

Filed2026-07-23

IBDZ

ISHARES TR

New

Shares218.1K

Event2026-06-30

Filed2026-07-23

IBDU

ISHARES TR

New

Shares245.1K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

1.99%

Shares8.0K

Event2026-06-30

Filed2026-07-23

CSQ

CALAMOS STRATEGIC TOTAL RETU

-2.20%

Shares274.9K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

-2.26%

Shares61.2K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

7.42%

Shares58.5K

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

2.60%

Shares26.4K

Event2026-06-30

Filed2026-07-23

TRGP

TARGA RES CORP

8.67%

Shares20.8K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

-7.87%

Shares53.2K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

40.78%

Shares70.6K

Event2026-06-30

Filed2026-07-23

BLCR

BLACKROCK ETF TRUST

129.08%

Shares109.4K

Event2026-06-30

Filed2026-07-23

DFJ

WISDOMTREE TR

New

Shares51.9K

Event2026-06-30

Filed2026-07-23

FNDE

SCHWAB STRATEGIC TR

-0.88%

Shares135.3K

Event2026-06-30

Filed2026-07-23

AT&T INC

22.08%

Shares254.7K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

14.02%

Shares123.3K

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

-8.72%

Shares89.5K

Event2026-06-30

Filed2026-07-23

JPUS

J P MORGAN EXCHANGE TRADED F

-5.19%

Shares36.8K

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC

23.70%

Shares2.6K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES TR

6.00%

Shares53.3K

Event2026-06-30

Filed2026-07-23

CSHI

NEOS ETF TRUST

12.56%

Shares102.9K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

-7.79%

Shares184.1K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

21.36%

Shares35.6K

Event2026-06-30

Filed2026-07-23

GRMN

GARMIN LTD

4.31%

Shares21.3K

Event2026-06-30

Filed2026-07-23

IDEF

BLACKROCK ETF TRUST

157.26%

Shares157.8K

Event2026-06-30

Filed2026-07-23

VBIL

VANGUARD INSTL INDEX FD

2113.77%

Shares65.4K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

-3.48%

Shares258.6K

Event2026-06-30

Filed2026-07-23

DCRE

DOUBLELINE ETF TRUST

New

Shares94.7K

Event2026-06-30

Filed2026-07-23

DFLV

DIMENSIONAL ETF TRUST

New

Shares123.6K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

8.18%

Shares38.6K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

8.14%

Shares72.1K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

13.28%

Shares131.9K

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO EXCH TRADED FD TR II

19.59%

Shares30.1K

Event2026-06-30

Filed2026-07-23

LOB

LIVE OAK BANCSHARES INC

New

Shares117.5K

Event2026-06-30

Filed2026-07-23

RDVI

FIRST TR EXCHANGE-TRADED FD

0.85%

Shares162.8K

Event2026-06-30

Filed2026-07-23

BROADRIDGE FINL SOLUTIONS IN

217.70%

Shares34.9K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

1.27%

Shares130.4K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

4.60%

Shares40.3K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

-1.53%

Shares11.8K

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

4.97%

Shares48.3K

Event2026-06-30

Filed2026-07-23

MBSF

VALUED ADVISERS TR

5.38%

Shares176.5K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

80.37%

Shares94.5K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

-0.73%

Shares43.2K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

-27.18%

Shares6.2K

Event2026-06-30

Filed2026-07-23

TMUS

T-MOBILE US INC

24.49%

Shares26.5K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

-31.64%

Shares18.2K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

1093.63%

Shares104.3K

Event2026-06-30

Filed2026-07-23

WAT

WATERS CORP

187.13%

Shares11.7K

Event2026-06-30

Filed2026-07-23

WCN

WASTE CONNECTIONS INC

1018.79%

Shares26.1K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-0.05%

Shares42.4K

Event2026-06-30

Filed2026-07-23

HXL

HEXCEL CORP NEW

New

Shares43.2K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

14.44%

Shares17.8K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

38.07%

Shares19.3K

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

32.17%

Shares19.5K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

2.15%

Shares8.3K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

-2.77%

Shares48.5K

Event2026-06-30

Filed2026-07-23

IBDW

ISHARES TR

New

Shares201.7K

Event2026-06-30

Filed2026-07-23

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

72.67%

Shares16.8K

Event2026-06-30

Filed2026-07-23

IEUR

ISHARES TR

614.63%

Shares55.8K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP

4.96%

Shares29.0K

Event2026-06-30

Filed2026-07-23

ADSK

AUTODESK INC

148.29%

Shares21.4K

Event2026-06-30

Filed2026-07-23

REGN

REGENERON PHARMACEUTICALS

73.90%

Shares6.7K

Event2026-06-30

Filed2026-07-23

AON

AON PLC

276.02%

Shares12.5K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

2.78%

Shares30.2K

Event2026-06-30

Filed2026-07-23

RARE

ULTRAGENYX PHARMACEUTICAL IN

New

Shares123.4K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

-9.11%

Shares111.6K

Event2026-06-30

Filed2026-07-23

PJAN

INNOVATOR ETFS TRUST

-4.93%

Shares82.6K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

3.90%

Shares77.0K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

-0.10%

Shares13.6K

Event2026-06-30

Filed2026-07-23

SDVY

FIRST TR EXCHANGE TRADED FD

-6.57%

Shares94.5K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

-1.90%

Shares76.1K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

6.27%

Shares168.8K

Event2026-06-30

Filed2026-07-23

FIRST TR EXCHANGE TRADED FD

-6.77%

Shares53.3K

Event2026-06-30

Filed2026-07-23

DMBS

DOUBLELINE ETF TRUST

New

Shares82.3K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-21.17%

Shares16.0K

Event2026-06-30

Filed2026-07-23

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares216.0K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

1.18%

Shares75.7K

Event2026-06-30

Filed2026-07-23

PAVE

GLOBAL X FDS

3.02%

Shares67.3K

Event2026-06-30

Filed2026-07-23

ODFL

OLD DOMINION FREIGHT LINE IN

211.63%

Shares18.2K

Event2026-06-30

Filed2026-07-23

DFCF

DIMENSIONAL ETF TRUST

1179.85%

Shares92.8K

Event2026-06-30

Filed2026-07-23

HRI

HERC HLDGS INC

New

Shares27.1K

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER CORP

230.27%

Shares23.5K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

-0.87%

Shares41.7K

Event2026-06-30

Filed2026-07-23

VOOG

VANGUARD ADMIRAL FDS INC

517.74%

Shares46.5K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

-4.31%

Shares73.7K

Event2026-06-30

Filed2026-07-23

GOVT

ISHARES TR

6.70%

Shares166.5K

Event2026-06-30

Filed2026-07-23

TOST

TOAST INC

New

Shares135.7K

Event2026-06-30

Filed2026-07-23

QQQM

INVESCO EXCH TRADED FD TR II

13.43%

Shares12.3K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

22.44%

Shares34.8K

Event2026-06-30

Filed2026-07-23

MKL

MARKEL GROUP INC

510.54%

Shares1.9K

Event2026-06-30

Filed2026-07-23

TIIV

ETF SER SOLUTIONS

1467.04%

Shares127.9K

Event2026-06-30

Filed2026-07-23

IEF

ISHARES TR

10.70%

Shares39.1K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

5.86%

Shares77.6K

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

35.78%

Shares3.2K

Event2026-06-30

Filed2026-07-23

EVR

EVERCORE INC

New

Shares10.7K

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

-3.75%

Shares25.7K

Event2026-06-30

Filed2026-07-23

MGNR

AMERICAN BEACON SELECT FUNDS

-5.88%

Shares74.9K

Event2026-06-30

Filed2026-07-23

TLT

ISHARES TR

4.07%

Shares41.8K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-10.05%

Shares15.9K

Event2026-06-30

Filed2026-07-23

KVUE

KENVUE INC

119.93%

Shares185.3K

Event2026-06-30

Filed2026-07-23

3M CO

5.41%

Shares21.8K

Event2026-06-30

Filed2026-07-23

GWW

WW GRAINGER INC

25.27%

Shares2.6K

Event2026-06-30

Filed2026-07-23

HQY

HEALTHEQUITY INC

New

Shares38.8K

Event2026-06-30

Filed2026-07-23

BAM

BROOKFIELD ASSET MANAGMT LTD

292.28%

Shares78.1K

Event2026-06-30

Filed2026-07-23

CSGP

COSTAR GROUP INC

New

Shares123.6K

Event2026-06-30

Filed2026-07-23

SEA LTD

0.43%

Shares36.5K

Event2026-06-30

Filed2026-07-23

HHH

HOWARD HUGHES HOLDINGS INC

New

Shares48.8K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

11.47%

Shares108.6K

Event2026-06-30

Filed2026-07-23

CLIP

GLOBAL X FDS

New

Shares34.6K

Event2026-06-30

Filed2026-07-23

NVO

NOVO-NORDISK A S

29.10%

Shares72.3K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

3.97%

Shares14.0K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

47.24%

Shares50.5K

Event2026-06-30

Filed2026-07-23

ICLR

ICON PUB LTD CO

New

Shares19.8K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEM INC

2.38%

Shares9.2K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

7.15%

Shares64.9K

Event2026-06-30

Filed2026-07-23

LSGR

NATIXIS ETF TRUST II

-0.45%

Shares81.1K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL ETF TRUST

771.05%

Shares87.9K

Event2026-06-30

Filed2026-07-23

BSVO

EA SERIES TRUST

New

Shares116.5K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

4.87%

Shares12.5K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC

105.25%

Shares34.5K

Event2026-06-30

Filed2026-07-23

PEN

PENUMBRA INC

New

Shares10.7K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

23.86%

Shares13.2K

Event2026-06-30

Filed2026-07-23

WSO

WATSCO INC

1028.65%

Shares8.1K

Event2026-06-30

Filed2026-07-23

CTAS

CINTAS CORP

-11.63%

Shares19.9K

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP

0.15%

Shares6.6K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

8.67%

Shares16.7K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR

14.86%

Shares36.9K

Event2026-06-30

Filed2026-07-23

CLBT

CELLEBRITE DI LTD

New

Shares228.2K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

-12.07%

Shares20.9K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ETF TR

-41.72%

Shares32.9K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

7.51%

Shares30.7K

Event2026-06-30

Filed2026-07-23

ASTS

AST SPACEMOBILE INC

43.26%

Shares37.1K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

8.28%

Shares57.0K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

6.73%

Shares11.2K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

200.83%

Shares46.8K

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

-0.03%

Shares72.4K

Event2026-06-30

Filed2026-07-23

THE CIGNA GROUP

15.23%

Shares11.8K

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC

0.23%

Shares21.1K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

0.67%

Shares29.4K

Event2026-06-30

Filed2026-07-23

RTO

RENTOKIL INITIAL PLC

1410.50%

Shares112.9K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

5.24%

Shares35.2K

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL ETF TRUST

463.61%

Shares80.1K

Event2026-06-30

Filed2026-07-23

DHI

D R HORTON INC

-2.06%

Shares19.7K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

26.42%

Shares43.1K

Event2026-06-30

Filed2026-07-23

STRL

STERLING INFRASTRUCTURE INC

38.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

4.19%

Shares21.9K

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

7.42%

Shares64.0K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

-2.60%

Shares10.1K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

878.18%

Shares62.4K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

0.51%

Shares8.5K

Event2026-06-30

Filed2026-07-23

FNDA

SCHWAB STRATEGIC TR

5.82%

Shares81.7K

Event2026-06-30

Filed2026-07-23

AJG

GALLAGHER ARTHUR J & CO

62.47%

Shares13.5K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

19.64%

Shares11.9K

Event2026-06-30

Filed2026-07-23

IDEXX LABS INC

-1.23%

Shares5.9K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

176.77%

Shares32.0K

Event2026-06-30

Filed2026-07-23

FTDR

FRONTDOOR INC

New

Shares39.7K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

12.54%

Shares29.6K

Event2026-06-30

Filed2026-07-23

QQA

INVESCO ACTIVELY MANAGED EXC

0.72%

Shares53.3K

Event2026-06-30

Filed2026-07-23

EOG

EOG RES INC

23.26%

Shares23.6K

Event2026-06-30

Filed2026-07-23

ICSH

ISHARES TR

30.66%

Shares60.0K

Event2026-06-30

Filed2026-07-23

WST

WEST PHARMACEUTICAL SVSC INC

518.58%

Shares8.5K

Event2026-06-30

Filed2026-07-23

JANM

FIRST TR EXCHNG TRADED FD VI

13.58%

Shares89.0K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

31.35%

Shares17.8K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

-1.16%

Shares8.0K

Event2026-06-30

Filed2026-07-23

STAG

STAG INDUSTRIAL INC

New

Shares77.7K

Event2026-06-30

Filed2026-07-23

GQI

NATIXIS ETF TR

36.24%

Shares49.8K

Event2026-06-30

Filed2026-07-23

RSG

REPUBLIC SVCS INC

58.49%

Shares13.6K

Event2026-06-30

Filed2026-07-23

OVLH

LISTED FDS TR

25.01%

Shares69.4K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

-5.94%

Shares9.2K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

23.46%

Shares26.1K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

12.02%

Shares53.7K

Event2026-06-30

Filed2026-07-23

XYL

XYLEM INC

32.43%

Shares24.0K

Event2026-06-30

Filed2026-07-23

CNI

CANADIAN NATL RY CO

New

Shares23.8K

Event2026-06-30

Filed2026-07-23

NBIS

NEBIUS GROUP N.V.

26.70%

Shares10.2K

Event2026-06-30

Filed2026-07-23

GPZ

VANECK ETF TRUST

6.19%

Shares131.4K

Event2026-06-30

Filed2026-07-23

IGF

ISHARES TR

New

Shares42.3K

Event2026-06-30

Filed2026-07-23

FFEB

FIRST TR EXCHNG TRADED FD VI

-0.04%

Shares46.1K

Event2026-06-30

Filed2026-07-23

ATEC

ALPHATEC HLDGS INC

New

Shares323.4K

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC

-9.41%

Shares11.0K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

-5.09%

Shares29.9K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

23.82%

Shares44.1K

Event2026-06-30

Filed2026-07-23

PLD

PROLOGIS INC.

9.20%

Shares20.4K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

0.59%

Shares40.3K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

159.03%

Shares14.8K

Event2026-06-30

Filed2026-07-23

VST

VISTRA CORP

2.71%

Shares17.2K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

5.63%

Shares6.0K

Event2026-06-30

Filed2026-07-23

AME

AMETEK INC

-15.36%

Shares11.3K

Event2026-06-30

Filed2026-07-23

TLH

ISHARES TR

-21.49%

Shares26.9K

Event2026-06-30

Filed2026-07-23

ARES MANAGEMENT CORPORATION

-2.45%

Shares24.2K

Event2026-06-30

Filed2026-07-23

UTEN

RBB FD INC

0.00%

Shares62.3K

Event2026-06-30

Filed2026-07-23

TSCO

TRACTOR SUPPLY CO

348.53%

Shares84.8K

Event2026-06-30

Filed2026-07-23

NOBL

PROSHARES TR

94.06%

Shares46.8K

Event2026-06-30

Filed2026-07-23

IJK

ISHARES TR

-8.25%

Shares22.3K

Event2026-06-30

Filed2026-07-23

VANECK ETF TRUST

-8.66%

Shares34.6K

Event2026-06-30

Filed2026-07-23

GRID

FIRST TR EXCHANGE-TRADED FD

-6.75%

Shares13.5K

Event2026-06-30

Filed2026-07-23

QXO

QXO INC

717.10%

Shares149.1K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

19.38%

Shares50.1K

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

33.55%

Shares5.2K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

1.59%

Shares21.2K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

-21.91%

Shares20.0K

Event2026-06-30

Filed2026-07-23

GXO LOGISTICS INCORPORATED

New

Shares49.0K

Event2026-06-30

Filed2026-07-23

RLY

SSGA ACTIVE ETF TR

-2.75%

Shares71.7K

Event2026-06-30

Filed2026-07-23

LVHI

LEGG MASON ETF INVT

20.28%

Shares60.5K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

-11.95%

Shares53.8K

Event2026-06-30

Filed2026-07-23

LBRT

LIBERTY ENERGY INC

-19.12%

Shares92.9K

Event2026-06-30

Filed2026-07-23

SNPS

SYNOPSYS INC

13.35%

Shares5.4K

Event2026-06-30

Filed2026-07-23

ESGU

ISHARES TR

-3.47%

Shares14.7K

Event2026-06-30

Filed2026-07-23

HTGC

HERCULES CAPITAL INC

0.38%

Shares152.4K

Event2026-06-30

Filed2026-07-23

CORO

BLACKROCK ETF TRUST

New

Shares65.6K

Event2026-06-30

Filed2026-07-23

GSHD

GOOSEHEAD INS INC

New

Shares49.1K

Event2026-06-30

Filed2026-07-23

VNLA

JANUS DETROIT STR TR

-11.18%

Shares48.3K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TR EXCHANGE TRADED FD

13.22%

Shares29.0K

Event2026-06-30

Filed2026-07-23

XSD

SPDR SERIES TRUST

-1.84%

Shares3.7K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

19.34%

Shares27.1K

Event2026-06-30

Filed2026-07-23

SPG

SIMON PPTY GROUP INC NEW

21.13%

Shares10.4K

Event2026-06-30

Filed2026-07-23

CFG

CITIZENS FINL GROUP INC

13.44%

Shares33.0K

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE IN

-5.12%

Shares18.8K

Event2026-06-30

Filed2026-07-23

SBAC

SBA COMMUNICATIONS CORP

New

Shares13.1K

Event2026-06-30

Filed2026-07-23

BLACKROCK ETF TRUST

New

Shares80.9K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

33.26%

Shares37.4K

Event2026-06-30

Filed2026-07-23

SLDE

SLIDE INS HLDGS INC

-22.18%

Shares115.3K

Event2026-06-30

Filed2026-07-23

ALARM COM HLDGS INC

New

Shares47.5K

Event2026-06-30

Filed2026-07-23

FJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares40.2K

Event2026-06-30

Filed2026-07-23

BROOKFIELD CORP

3.04%

Shares51.8K

Event2026-06-30

Filed2026-07-23

RELX

RELX PLC

583.01%

Shares69.5K

Event2026-06-30

Filed2026-07-23

EME

EMCOR GROUP INC

-0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-23

BALL

BALL CORP

399.87%

Shares34.8K

Event2026-06-30

Filed2026-07-23

ATO

ATMOS ENERGY CORP

-7.77%

Shares12.5K

Event2026-06-30

Filed2026-07-23

SCHH

SCHWAB STRATEGIC TR

-4.46%

Shares90.5K

Event2026-06-30

Filed2026-07-23

CLX

CLOROX CO DEL

367.22%

Shares22.3K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

-0.27%

Shares42.2K

Event2026-06-30

Filed2026-07-23

ACUITY INC

13.29%

Shares5.6K

Event2026-06-30

Filed2026-07-23

IVES

WEDBUSH SER TR

-5.42%

Shares55.3K

Event2026-06-30

Filed2026-07-23

IDGT

ISHARES TR

New

Shares17.6K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

-4.64%

Shares17.5K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

3.52%

Shares60.0K

Event2026-06-30

Filed2026-07-23

PNOV

INNOVATOR ETFS TRUST

-5.55%

Shares47.0K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

36.96%

Shares8.8K

Event2026-06-30

Filed2026-07-23

TYL

TYLER TECHNOLOGIES INC

738.20%

Shares7.1K

Event2026-06-30

Filed2026-07-23

DON

WISDOMTREE TR

-6.15%

Shares36.5K

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP

-2.27%

Shares68.3K

Event2026-06-30

Filed2026-07-23

MSCI

MSCI INC

-0.62%

Shares3.7K

Event2026-06-30

Filed2026-07-23

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MGMT INC

8.51%

Shares17.4K

Event2026-06-30

Filed2026-07-23

PWB

INVESCO EXCHANGE TRADED FD T

-2.25%

Shares12.1K

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

0.61%

Shares39.2K

Event2026-06-30

Filed2026-07-23

GPRK

GEOPARK LTD

10.96%

Shares222.8K

Event2026-06-30

Filed2026-07-23

IDMO

INVESCO EXCH TRADED FD TR II

18.67%

Shares33.5K

Event2026-06-30

Filed2026-07-23

SITEONE LANDSCAPE SUPPLY INC

New

Shares17.6K

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

23.58%

Shares6.4K

Event2026-06-30

Filed2026-07-23

AMERIPRISE FINL INC

-2.33%

Shares4.4K

Event2026-06-30

Filed2026-07-23

SUNB

SUNBELT RENTALS HOLDINGS INC

New

Shares26.7K

Event2026-06-30

Filed2026-07-23

TPL

TEXAS PACIFIC LAND CORPORATI

3.03%

Shares4.5K

Event2026-06-30

Filed2026-07-23

OVL

LISTED FDS TR

1.74%

Shares35.0K

Event2026-06-30

Filed2026-07-23

CGGE

CAPITAL GROUP GLOBAL EQUITY

53.71%

Shares55.8K

Event2026-06-30

Filed2026-07-23

PJUN

INNOVATOR ETFS TRUST

-3.50%

Shares45.5K

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

-1.96%

Shares6.3K

Event2026-06-30

Filed2026-07-23

DSI

ISHARES TR

10.64%

Shares13.6K

Event2026-06-30

Filed2026-07-23

IJJ

ISHARES TR

-1.62%

Shares12.9K

Event2026-06-30

Filed2026-07-23

ROYAL CARIBBEAN GROUP

-7.65%

Shares6.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

IWM Call CallISHARES TR4.1K sharesnew addition2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T1.5K sharesnew addition2026-06-302026-07-23

APPLOVIN CORP Call CallAPPLOVIN CORP200 sharesnew addition2026-06-302026-07-23

CVU Call CallCPI AEROSTRUCTURES INC12.5K sharesnew addition2026-06-302026-07-23

CRWV Call CallCOREWEAVE INC200 sharesnew addition2026-06-302026-07-23

TTD Call CallTHE TRADE DESK INC500 sharesnew addition2026-06-302026-07-23

SNAP Call CallSNAP INC2.0K sharesnew addition2026-06-302026-07-23

IWM Call

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP Call

APPLOVIN CORP

New

Shares200

Event2026-06-30

Filed2026-07-23

CVU Call

CPI AEROSTRUCTURES INC

New

Shares12.5K

Event2026-06-30

Filed2026-07-23

CRWV Call

COREWEAVE INC

New

Shares200

Event2026-06-30

Filed2026-07-23

TTD Call

THE TRADE DESK INC

New

Shares500

Event2026-06-30

Filed2026-07-23

SNAP Call

SNAP INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T5.8K sharesnew addition2026-06-302026-07-23

GOOG Put PutALPHABET INC4.4K sharesnew addition2026-06-302026-07-23

MSFT Put PutMICROSOFT CORP1.0K sharesnew addition2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares5.8K

Event2026-06-30

Filed2026-07-23

GOOG Put

ALPHABET INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-23

MSFT Put

MICROSOFT CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-23