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The Analysis of APPLETON PARTNERS INC/MA's Holdings & P&L

Currently, APPLETON PARTNERS INC/MA holds 275 types of securities in its portfolio with a total value $1.6M. In the most recent quarter, they have increased their positions in BKNG (+61.6K shares, valued at $11.0K), FSMD (+166.0K shares, valued at $8.8K), AVSC (+117.5K shares, valued at $8.6K); decreased their positions in MU (-22.7K shares, valued at $26.2K), JPSE (-155.7K shares, valued at $9.4K), JPME (-72.4K shares, valued at $9.0K); initiated new positions in FSMD (+166.0K shares, valued at $8.8K), AVSC (+117.5K shares, valued at $8.6K), N/A (+461.8K shares, valued at $5.2K).

1M P&L

+27.9M+2.09%

3M P&L

+36.3M+2.74%

HY P&L

+115.4M+9.24%

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/A473.3K

34.5%

2Semiconductors136.9K

10.0%

3Consumer Electronics95.4K

7.0%

Top Industries by Stock Count

1N/A108 stocks

46.0%

2Software - Application7 stocks

3.0%

3Semiconductors6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM329.9K shares-2.01%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC COM80.2K shares-22.04%2026-06-302026-07-21

GSLC GOLDMAN SACHS ETF TR ACTIVEBET421.8K shares0.33%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR US LRG CAP1.9M shares0.88%2026-06-302026-07-21

GOOG ALPHABET INC CAP STK CL C136.1K shares-0.73%2026-06-302026-07-21

GEV GE VERNOVA INC COM38.4K shares-8.33%2026-06-302026-07-21

MSFT MICROSOFT CORP COM116.4K shares-2.54%2026-06-302026-07-21

BROADCOM INC COM BROADCOM INC COM112.9K shares-4.87%2026-06-302026-07-21

Sponsored

AMZN AMAZON COM INC COM177.0K shares-1.39%2026-06-302026-07-21

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM124.5K shares-1.68%2026-06-302026-07-21

MS MORGAN STANLEY COM NEW139.2K shares-7.30%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR ST STR E546.3K shares5.02%2026-06-302026-07-21

VISA INC COM CL A VISA INC COM CL A79.7K shares-0.77%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR INTL EQTY891.5K shares2.94%2026-06-302026-07-21

LLY ELI LILLY & CO COM19.7K shares3.27%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED FD449.9K shares-1.14%2026-06-302026-07-21

Sponsored

GFS GLOBALFOUNDRIES INC ORDINARY S272.2K shares1.30%2026-06-302026-07-21

WELL WELLTOWER INC COM98.2K shares3.27%2026-06-302026-07-21

IEMG ISHARES INC CORE MSCI EMKT265.0K shares-0.75%2026-06-302026-07-21

GSIE GOLDMAN SACHS ETF TR ACTIVEBET461.8K shares3.50%2026-06-302026-07-21

META PLATFORMS INC CL A META PLATFORMS INC CL A34.1K shares0.29%2026-06-302026-07-21

NVDA NVIDIA CORPORATION COM93.2K shares8.20%2026-06-302026-07-21

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM40.7K shares-2.27%2026-06-302026-07-21

CW CURTISS WRIGHT CORP COM22.2K shares-0.28%2026-06-302026-07-21

Sponsored

BRK.B BERKSHIRE HATHAWAY INC32.4K shares0.73%2026-06-302026-07-21

GOOGL ALPHABET INC CAP STK CL A45.0K shares-3.25%2026-06-302026-07-21

FLRN SPDR SERIES TRUST ST STR RATE506.5K shares13.01%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR US SML CAP418.1K shares-4.78%2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED FD266.2K shares2.87%2026-06-302026-07-21

CDNS CADENCE DESIGN SYSTEMS INC39.4K shares1.16%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF TR STATE STR SPDR S&P 500 ETF TR19.7K shares-2.08%2026-06-302026-07-21

IBB ISHARES TR ISHARES BIOTECH75.4K shares1.82%2026-06-302026-07-21

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD II154.4K shares-5.56%2026-06-302026-07-21

NETFLIX INC. COM NETFLIX INC. COM192.9K shares0.91%2026-06-302026-07-21

ICE INTERCONTINENTAL EXCHANGE INC102.3K shares2.73%2026-06-302026-07-21

SPIB SPDR SERIES TRUST ST INTER BD365.8K shares7.33%2026-06-302026-07-21

BX BLACKSTONE INC COM103.6K shares1.52%2026-06-302026-07-21

MNST MONSTER BEVERAGE CORP NEW COM126.1K shares2.69%2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO COM35.2K shares1.99%2026-06-302026-07-21

HD HOME DEPOT INC COM33.6K shares-7.86%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON COM45.9K shares-1.52%2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC COM33.7K shares-4.60%2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC COM64.0K shares2541.09%2026-06-302026-07-21

SOLV SOLVENTUM CORP COM SHS147.8K shares4.32%2026-06-302026-07-21

QXO QXO INC COM NEW651.1K shares0.28%2026-06-302026-07-21

VMC VULCAN MATLS CO COM37.5K shares3.76%2026-06-302026-07-21

EVR EVERCORE INC CLASS A32.2K shares0.93%2026-06-302026-07-21

SPAB SPDR SERIES TRUST ST STR AGGRE414.0K shares8.42%2026-06-302026-07-21

Sponsored

SYK STRYKER CORPORATION COM33.3K shares8.76%2026-06-302026-07-21

DHR DANAHER CORP DEL COM54.8K shares-4.00%2026-06-302026-07-21

S&P GLOBAL INC COM S&P GLOBAL INC COM22.6K shares-1.24%2026-06-302026-07-21

WCN WASTE CONNECTIONS INC COM54.3K shares4.65%2026-06-302026-07-21

RSG REPUBLIC SVCS INC COM41.7K shares-3.92%2026-06-302026-07-21

DIS DISNEY WALT CO COM91.2K shares-1.05%2026-06-302026-07-21

FSMD FIDELITY COVINGTON TRUST SML M166.0K sharesnew addition2026-06-302026-07-21

AVSC AMERICAN CENTY ETF TR AVANTIS117.5K sharesnew addition2026-06-302026-07-21

Sponsored

COSTCO WHOLESALE CORPORATION C COSTCO WHOLESALE CORPORATION C9.2K shares-2.46%2026-06-302026-07-21

ABBVIE INC COM ABBVIE INC COM34.1K shares-2.48%2026-06-302026-07-21

IAGG ISHARES TR CORE INTL AGGR154.0K shares7.03%2026-06-302026-07-21

PG PROCTER & GAMBLE CO COM52.7K shares-12.87%2026-06-302026-07-21

VRSK VERISK ANALYTICS INC COM42.9K shares-5.12%2026-06-302026-07-21

KTOS KRATOS DEFENSE & SECURITY SOLU149.1K shares3.26%2026-06-302026-07-21

SPOTIFY TECHNOLOGY SA SPOTIFY TECHNOLOGY SA14.6K shares2.85%2026-06-302026-07-21

WMT WALMART INC COM58.9K shares-5.10%2026-06-302026-07-21

Sponsored

SERVICENOW INC COM SERVICENOW INC COM67.0K shares4.54%2026-06-302026-07-21

TJX TJX COS INC NEW COM43.8K shares-1.94%2026-06-302026-07-21

PEP PEPSICO INC COM45.0K shares-2.03%2026-06-302026-07-21

GLW CORNING INC COM23.7K shares-22.79%2026-06-302026-07-21

CONSTELLATION SOFTWARE INC COM CONSTELLATION SOFTWARE INC COM3.2K shares38.80%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC C11.5K shares-15.82%2026-06-302026-07-21

JMST J P MORGAN EXCHANGE TRADED FD111.5K shares-11.23%2026-06-302026-07-21

EMLP FIRST TR EXCHANGE-TRADED FD IV128.7K shares-0.02%2026-06-302026-07-21

Sponsored

SCHH SCHWAB STRATEGIC TR US REIT ET233.7K shares1.98%2026-06-302026-07-21

SELECT SECTOR SPDR TR ST STR U SELECT SECTOR SPDR TR ST STR U120.4K shares-6.78%2026-06-302026-07-21

IWM ISHARES TR RUSSELL 2000 ETF17.8K shares-2.58%2026-06-302026-07-21

ADSK AUTODESK INC COM26.9K shares-3.04%2026-06-302026-07-21

MITSUBISHI HEAVY INDUSTRIES LT MITSUBISHI HEAVY INDUSTRIES LT461.8K sharesnew addition2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC COM5.1K shares-0.88%2026-06-302026-07-21

TER TERADYNE INC COM10.3K sharesnew addition2026-06-302026-07-21

FPE FIRST TR EXCH TRADED FD III PF260.3K shares10.64%2026-06-302026-07-21

Sponsored

HACK AMPLIFY ETF TR AMPLIFY CYBERSE43.5K shares-1.14%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR ST STR T23.9K shares1.82%2026-06-302026-07-21

MCD MCDONALDS CORP COM16.5K shares-1.77%2026-06-302026-07-21

DGX QUEST DIAGNOSTICS INC COM20.8K shares-1.43%2026-06-302026-07-21

HSY HERSHEY CO COM24.4K shares2.96%2026-06-302026-07-21

COMB GRANITESHARES ETF TR BBG COMMD175.6K shares-2.03%2026-06-302026-07-21

ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P500 ETF5.6K shares7.83%2026-06-302026-07-21

LVMUY LVMH MOET HENNESSY LOUIS ADR36.8K shares-4.42%2026-06-302026-07-21

Sponsored

EXXON MOBIL CORP COM EXXON MOBIL CORP COM28.8K shares-4.64%2026-06-302026-07-21

SPHY SPDR SERIES TRUST ST PORT HIGH156.0K shares7.47%2026-06-302026-07-21

BKLN INVESCO EXCHANGE-TRADED FD TR169.9K shares5.23%2026-06-302026-07-21

CME CME GROUP INC COM15.1K shares-6.38%2026-06-302026-07-21

CRH CRH PLC ORD30.4K shares-8.67%2026-06-302026-07-21

AMT AMERICAN TOWER CORP COM19.2K shares-3.21%2026-06-302026-07-21

EFA ISHARES TR MSCI EAFE ETF29.5K shares-2.87%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS INC10.3K shares-1.89%2026-06-302026-07-21

Sponsored

COF CAPITAL ONE FINL CORP COM14.7K shares-0.06%2026-06-302026-07-21

TEL TE CONNECTIVITY PLC ORD SHS14.3K shares-4.05%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS VAN F40.2K shares1.23%2026-06-302026-07-21

JPME J P MORGAN EXCHANGE TRADED FD20.2K shares-78.23%2026-06-302026-07-21

CTAS CINTAS CORP COM14.7K shares-5.69%2026-06-302026-07-21

WSO WATSCO INC COM5.8K shares-2.23%2026-06-302026-07-21

MEDTRONIC PLC SHS MEDTRONIC PLC SHS31.1K shares-2.76%2026-06-302026-07-21

EQIX EQUINIX INC COM2.3K shares-5.27%2026-06-302026-07-21

Sponsored

SCHG SCHWAB STRATEGIC TR US LCAP GR69.2K shares0.29%2026-06-302026-07-21

IWR ISHARES TR RUS MID CAP ETF21.1K shares-4.34%2026-06-302026-07-21

CISCO SYS INC COM CISCO SYS INC COM19.5K shares-3.58%2026-06-302026-07-21

ROL ROLLINS INC COM54.7K shares-3.76%2026-06-302026-07-21

JPSE J P MORGAN EXCHANGE TRADED FD35.1K shares-81.62%2026-06-302026-07-21

BAC BANK OF AMER CORP COM36.7K shares-1.90%2026-06-302026-07-21

INTU INTUIT COM7.9K shares-3.43%2026-06-302026-07-21

CAT CATERPILLAR INC COM1.9K shares-0.74%2026-06-302026-07-21

Sponsored

INTC INTEL CORP COM13.8K shares-3.10%2026-06-302026-07-21

APH AMPHENOL CORP CL A10.7K shares-5.58%2026-06-302026-07-21

IWO ISHARES TR RUS 2000 GRW ETF4.6K shares0.00%2026-06-302026-07-21

AMGN AMGEN INC COM4.8K shares-4.68%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING INC7.8K shares-1.01%2026-06-302026-07-21

HONEYWELL INTL INC COM HONEYWELL INTL INC COM7.7K sharesnew addition2026-06-302026-07-21

QQQ INVESCO QQQ TR UNIT SER 12.3K shares-3.82%2026-06-302026-07-21

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM7.5K sharesnew addition2026-06-302026-07-21

Sponsored

VO VANGUARD INDEX FDS MID CAP ETF20.2K shares277.51%2026-06-302026-07-21

NINTENDO LTD UNSPON ADS NINTENDO LTD UNSPON ADS154.4K shares-5.32%2026-06-302026-07-21

IWF ISHARES TR RUS 1000 GRW ETF13.0K shares299.78%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX FDS19.3K shares-1.03%2026-06-302026-07-21

BR BROADRIDGE FINL SOLUTIONS INC11.7K shares-3.55%2026-06-302026-07-21

DUPONT DE NEMOURS INC COMMON S DUPONT DE NEMOURS INC COMMON S11.4K sharesnew addition2026-06-302026-07-21

VV VANGUARD INDEX FDS LARGE CAP E4.4K shares0.00%2026-06-302026-07-21

GLD SPDR GOLD TR GOLD SHS4.1K shares0.37%2026-06-302026-07-21

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NOC NORTHROP GRUMMAN CORP COM3.0K shares10.18%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR ST STR F27.1K shares-3.86%2026-06-302026-07-21

VANGUARD INDEX FDS TOTAL STK M VANGUARD INDEX FDS TOTAL STK M3.8K shares-0.78%2026-06-302026-07-21

MAA MID-AMER APT CMNTYS INC COM10.1K shares12.59%2026-06-302026-07-21

GE GE AEROSPACE COM NEW3.7K shares-7.33%2026-06-302026-07-21

VGT VANGUARD WORLD FD INF TECH ETF11.4K shares681.30%2026-06-302026-07-21

GPIX GOLDMAN SACHS ETF TR S&P 500 P24.1K shares442.52%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX FDS22.3K shares-1.59%2026-06-302026-07-21

Sponsored

ROP ROPER TECHNOLOGIES INC COM3.9K shares-6.60%2026-06-302026-07-21

SYY SYSCO CORP COM15.1K shares-48.34%2026-06-302026-07-21

IJH ISHARES TR CORE S&P MCP ETF16.2K shares2.50%2026-06-302026-07-21

GPC GENUINE PARTS CO COM10.4K sharesnew addition2026-06-302026-07-21

HLI HOULIHAN LOKEY INC CL A9.1K shares-5.14%2026-06-302026-07-21

XOP SPDR SERIES TRUST SP O&G EXPL7.8K shares-1.07%2026-06-302026-07-21

ABT ABBOTT LABORATORIES COM13.2K shares-4.50%2026-06-302026-07-21

XLC SELECT SECTOR SPDR TR ST STR S10.9K shares5.61%2026-06-302026-07-21

Sponsored

EEM ISHARES TR MSCI EMG MKT ETF15.7K shares-5.47%2026-06-302026-07-21

VRSN VERISIGN INC COM4.3K shares0.00%2026-06-302026-07-21

GPIQ GOLDMAN SACHS ETF TR NASDA 10017.7K sharesnew addition2026-06-302026-07-21

RTX CORPORATION COM RTX CORPORATION COM5.5K shares-0.88%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP COM2.0K shares-5.78%2026-06-302026-07-21

WAB WABTEC COM3.6K shares0.00%2026-06-302026-07-21

CSX CSX CORP COM20.4K shares-0.21%2026-06-302026-07-21

IWP ISHARES TR RUS MD CP GR ETF6.6K shares-0.75%2026-06-302026-07-21

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DVY ISHARES TR SELECT DIVID ETF6.2K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC COM7.3K shares14.75%2026-06-302026-07-21

FNDX SCHWAB STRATEGIC TR FUNDAMENTA29.6K shares9.51%2026-06-302026-07-21

KO COCA COLA CO COM11.3K shares-2.62%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 4001.3K shares-1.54%2026-06-302026-07-21

QEMM SPDR INDEX SHS FDS ST STR MSCI11.2K shares-2.35%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC SHS1.8K shares-2.86%2026-06-302026-07-21

TXN TEXAS INSTRS INC COM2.9K shares-32.08%2026-06-302026-07-21

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IBM INTERNATIONAL BUSINESS MACHS C3.1K shares1.97%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS DIV3.6K shares-14.04%2026-06-302026-07-21

VRTX VERTEX PHARMACEUTICALS INC1.7K shares-4.42%2026-06-302026-07-21

FNDF SCHWAB STRATEGIC TR FUNDAMENTA15.6K shares9.11%2026-06-302026-07-21

CMCSA COMCAST CORP NEW CL A33.4K shares-7.17%2026-06-302026-07-21

UNP UNION PAC CORP COM3.0K shares-0.27%2026-06-302026-07-21

VLO VALERO ENERGY CORP COM3.0K shares-0.16%2026-06-302026-07-21

IUSB ISHARES TR CORE UNIVRSL USD16.8K shares0.86%2026-06-302026-07-21

Sponsored

IAU ISHARES GOLD TRUST10.2K shares-2.33%2026-06-302026-07-21

BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2026-06-302026-07-21

VOO VANGUARD INDEX FDS S&P 500 ETF1.1K shares-21.57%2026-06-302026-07-21

WFC WELLS FARGO & CO COM9.0K shares-3.84%2026-06-302026-07-21

ORACLE CORP COM ORACLE CORP COM5.0K shares-3.41%2026-06-302026-07-21

IJR ISHARES TR CORE S&P SCP ETF4.8K shares18.69%2026-06-302026-07-21

DE DEERE & CO COM1.1K shares-6.61%2026-06-302026-07-21

SDY SPDR SERIES TRUST ST STR SP DI4.6K shares-1.59%2026-06-302026-07-21

Sponsored

DIA STATE STR SPDR DOW JONES INDL1.3K shares0.00%2026-06-302026-07-21

ESGV VANGUARD WORLD FD ESG US STK E5.1K shares0.00%2026-06-302026-07-21

CHUBB LIMITED COM CHUBB LIMITED COM1.9K shares-0.83%2026-06-302026-07-21

VB VANGUARD INDEX FDS SMALL CP ET2.1K shares1.43%2026-06-302026-07-21

WORLD GOLD TR SPDR GLD MINIS WORLD GOLD TR SPDR GLD MINIS7.8K shares0.58%2026-06-302026-07-21

3M CO COM 3M CO COM3.8K shares-8.07%2026-06-302026-07-21

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM1.8K shares-6.04%2026-06-302026-07-21

IWN ISHARES TR RUS 2000 VAL ETF2.7K shares0.00%2026-06-302026-07-21

Sponsored

AFL AFLAC INC COM4.9K shares0.00%2026-06-302026-07-21

PFFD GLOBAL X FDS US PFD ETF30.4K shares-28.25%2026-06-302026-07-21

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM2.5K shares0.00%2026-06-302026-07-21

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE5.8K shares2.80%2026-06-302026-07-21

YUM YUM BRANDS INC COM3.5K shares-0.11%2026-06-302026-07-21

EFAV ISHARES TR MSCI EAFE MIN VL6.3K shares-1.62%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR US DIVIDEN17.4K shares-23.19%2026-06-302026-07-21

SBUX STARBUCKS CORP COM5.3K shares-2.30%2026-06-302026-07-21

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JUST GOLDMAN SACHS ETF TR JUST US L4.9K shares0.00%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC COM858 sharesnew addition2026-06-302026-07-21

IWS ISHARES TR RUS MDCP VAL ETF2.9K shares0.00%2026-06-302026-07-21

VXUS VANGUARD STAR FDS VG TL INTL S5.7K sharesnew addition2026-06-302026-07-21

Q QNITY ELECTRONICS INC COMMON S2.9K shares-2.37%2026-06-302026-07-21

SCHE SCHWAB STRATEGIC TR EMRG MKTEQ13.2K shares7.26%2026-06-302026-07-21

VUG VANGUARD INDEX FDS GROWTH ETF5.4K shares500.00%2026-06-302026-07-21

FNDA SCHWAB STRATEGIC TR FUNDAMENTA12.1K shares4.41%2026-06-302026-07-21

Sponsored

ESGD ISHARES TR ESG AW MSCI EAFE4.4K shares0.00%2026-06-302026-07-21

J P MORGAN EXCHANGE TRADED FD J P MORGAN EXCHANGE TRADED FD7.3K shares15.77%2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS TAX EXEMPT8.8K sharesnew addition2026-06-302026-07-21

WEC WEC ENERGY GROUP INC COM3.8K shares-0.63%2026-06-302026-07-21

CI THE CIGNA GROUP COM1.6K shares0.00%2026-06-302026-07-21

CHD CHURCH & DWIGHT CO INC COM4.5K shares-1.10%2026-06-302026-07-21

ACWV ISHARES INC MSCI GBL MIN VOL3.6K shares0.00%2026-06-302026-07-21

NUE NUCOR CORP COM1.9K shares0.00%2026-06-302026-07-21

Sponsored

ADM ARCHER DANIELS MIDLAND CO COM5.5K shares-40.72%2026-06-302026-07-21

PGR PROGRESSIVE CORP COM1.9K shares-3.47%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC CL A7.3K shares-2.75%2026-06-302026-07-21

ADOBE INC COM ADOBE INC COM2.0K shares-15.67%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD TR1.9K shares20.12%2026-06-302026-07-21

CVX CHEVRON CORPORATION COM2.5K shares-5.36%2026-06-302026-07-21

XLP SELECT SECTOR SPDR TR ST STR S4.9K shares-1.68%2026-06-302026-07-21

EOG EOG RES INC COM3.1K shares-6.03%2026-06-302026-07-21

Sponsored

CARR CARRIER GLOBAL CORPORATION COM5.4K shares-3.55%2026-06-302026-07-21

APPLIED MATLS INC COM APPLIED MATLS INC COM550 sharesnew addition2026-06-302026-07-21

IWD ISHARES TR RUS 1000 VAL ETF1.6K shares0.00%2026-06-302026-07-21

ITOT ISHARES TR CORE S&P TTL STK2.3K shares-0.64%2026-06-302026-07-21

BA BOEING CO COM1.8K shares0.00%2026-06-302026-07-21

IGV ISHARES TR EXPANDED TECH4.2K shares-34.38%2026-06-302026-07-21

EEMV ISHARES INC MSCI EMERG MRKT5.0K shares0.00%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS TOTAL BN5.1K sharesnew addition2026-06-302026-07-21

Sponsored

ORLY OREILLY AUTOMOTIVE INC COM3.9K shares-6.02%2026-06-302026-07-21

FNDE SCHWAB STRATEGIC TR FUND EM EQ9.0K shares23.83%2026-06-302026-07-21

VBR VANGUARD INDEX FDS SM CP VAL E1.5K shares-8.49%2026-06-302026-07-21

VTV VANGUARD INDEX FDS VALUE ETF1.6K shares-15.63%2026-06-302026-07-21

NVT NVENT ELEC PLC SHS2.0K shares0.00%2026-06-302026-07-21

IYE ISHARES TR U.S. ENERGY ETF6.1K shares0.00%2026-06-302026-07-21

SATS ECHOSTAR CORP CL A3.4K shares15.23%2026-06-302026-07-21

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM3.9K shares-0.84%2026-06-302026-07-21

Sponsored

TSLA TESLA INC COM804 shares2.16%2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC COM1.2K shares-32.61%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC COM7.9K shares-2.46%2026-06-302026-07-21

T AT&T INC COM15.9K shares-0.38%2026-06-302026-07-21

IVE ISHARES TR S&P 500 VAL ETF1.4K shares0.00%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO COM3.6K shares-0.70%2026-06-302026-07-21

SOUTHERN CO COM SOUTHERN CO COM3.4K shares0.00%2026-06-302026-07-21

SAMG SILVERCREST ASSET MGMT GROUP C31.6K shares0.00%2026-06-302026-07-21

Sponsored

F FORD MTR CO COM22.5K shares0.00%2026-06-302026-07-21

TMUS T-MOBILE US INC COM1.8K shares-7.14%2026-06-302026-07-21

CORTEVA INC COM CORTEVA INC COM3.7K shares-1.14%2026-06-302026-07-21

DRI DARDEN RESTAURANTS INC COM1.5K shares0.00%2026-06-302026-07-21

CRM SALESFORCE INC COM1.9K shares-4.85%2026-06-302026-07-21

BN BROOKFIELD CORP CL A LTD VT SH6.8K shares-13.06%2026-06-302026-07-21

AKRE PROFESIONALLY MANAGED PORTFOLI5.3K shares0.00%2026-06-302026-07-21

XLB SELECT SECTOR SPDR TR ST STR M5.4K shares12.17%2026-06-302026-07-21

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN F5.4K shares10.10%2026-06-302026-07-21

VSS VANGUARD INTL EQUITY INDEX FDS1.8K shares-22.08%2026-06-302026-07-21

NTRS NORTHERN TR CORP COM1.5K shares0.00%2026-06-302026-07-21

CBT CABOT CORP COM2.9K shares-0.74%2026-06-302026-07-21

FTV FORTIVE CORP COM4.4K shares0.00%2026-06-302026-07-21

DON WISDOMTREE TR US MIDCAP DIVID4.7K shares0.00%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS HIGH DI1.7K shares-28.20%2026-06-302026-07-21

LRCX LAM RESEARCH CORP COM NEW595 sharesnew addition2026-06-302026-07-21

Sponsored

SMTH ALPS ETF TR SMITH CORE PLUS10.0K sharesnew addition2026-06-302026-07-21

RSPT INVESCO EXCHANGE TRADED FD TR4.0K sharesnew addition2026-06-302026-07-21

EXPE EXPEDIA GROUP INC COM NEW970 shares0.00%2026-06-302026-07-21

SPXE PROSHARES TR SP500 EX ENRGY3.0K shares-2.25%2026-06-302026-07-21

FPX FIRST TR EXCHANGE-TRADED FD US1.2K sharesnew addition2026-06-302026-07-21

MDB MONGODB INC CL A712 sharesnew addition2026-06-302026-07-21

VGK VANGUARD INTL EQUITY INDEX FDS2.7K shares0.00%2026-06-302026-07-21

SPYX SPDR SERIES TRUST ST STR SP5003.9K sharesnew addition2026-06-302026-07-21

Sponsored

SCHV SCHWAB STRATEGIC TR US LCAP VA6.7K shares-4.32%2026-06-302026-07-21

SHEL SHELL PLC SPON ADS3.0K shares-2.79%2026-06-302026-07-21

IGM ISHARES TR EXPND TEC SC ETF1.4K sharesnew addition2026-06-302026-07-21

PH PARKER-HANNIFIN CORP COM223 sharesnew addition2026-06-302026-07-21

ACCENTURE PLC IRELAND SHS CLAS ACCENTURE PLC IRELAND SHS CLAS1.7K shares-1.15%2026-06-302026-07-21

AON AON PLC SHS CL A645 shares0.00%2026-06-302026-07-21

AME AMETEK INC COM870 shares-10.03%2026-06-302026-07-21

MDYV SPDR SERIES TRUST ST STR SP4002.2K sharesnew addition2026-06-302026-07-21

Sponsored

HERO GLOBAL X FDS VDEO GAM ESPRT8.3K shares-31.67%2026-06-302026-07-21

VSGX VANGUARD WORLD FD ESG INTL STK2.5K sharesnew addition2026-06-302026-07-21

CLIFTON MNG CO COM CLIFTON MNG CO COM25.0K shares0.00%2026-06-302026-07-21

AAPL

APPLE INC COM

-2.01%

Shares329.9K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC COM

-22.04%

Shares80.2K

Event2026-06-30

Filed2026-07-21

GSLC

GOLDMAN SACHS ETF TR ACTIVEBET

0.33%

Shares421.8K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR US LRG CAP

0.88%

Shares1.9M

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC CAP STK CL C

-0.73%

Shares136.1K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC COM

-8.33%

Shares38.4K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP COM

-2.54%

Shares116.4K

Event2026-06-30

Filed2026-07-21

BROADCOM INC COM

-4.87%

Shares112.9K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC COM

-1.39%

Shares177.0K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO COM

-1.68%

Shares124.5K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY COM NEW

-7.30%

Shares139.2K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR ST STR E

5.02%

Shares546.3K

Event2026-06-30

Filed2026-07-21

VISA INC COM CL A

-0.77%

Shares79.7K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR INTL EQTY

2.94%

Shares891.5K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO COM

3.27%

Shares19.7K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED FD

-1.14%

Shares449.9K

Event2026-06-30

Filed2026-07-21

GFS

GLOBALFOUNDRIES INC ORDINARY S

1.30%

Shares272.2K

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC COM

3.27%

Shares98.2K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC CORE MSCI EMKT

-0.75%

Shares265.0K

Event2026-06-30

Filed2026-07-21

GSIE

GOLDMAN SACHS ETF TR ACTIVEBET

3.50%

Shares461.8K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC CL A

0.29%

Shares34.1K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION COM

8.20%

Shares93.2K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC COM

-2.27%

Shares40.7K

Event2026-06-30

Filed2026-07-21

CURTISS WRIGHT CORP COM

-0.28%

Shares22.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC

0.73%

Shares32.4K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC CAP STK CL A

-3.25%

Shares45.0K

Event2026-06-30

Filed2026-07-21

FLRN

SPDR SERIES TRUST ST STR RATE

13.01%

Shares506.5K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR US SML CAP

-4.78%

Shares418.1K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED FD

2.87%

Shares266.2K

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEMS INC

1.16%

Shares39.4K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF TR

-2.08%

Shares19.7K

Event2026-06-30

Filed2026-07-21

IBB

ISHARES TR ISHARES BIOTECH

1.82%

Shares75.4K

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD II

-5.56%

Shares154.4K

Event2026-06-30

Filed2026-07-21

NETFLIX INC. COM

0.91%

Shares192.9K

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE INC

2.73%

Shares102.3K

Event2026-06-30

Filed2026-07-21

SPIB

SPDR SERIES TRUST ST INTER BD

7.33%

Shares365.8K

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC COM

1.52%

Shares103.6K

Event2026-06-30

Filed2026-07-21

MNST

MONSTER BEVERAGE CORP NEW COM

2.69%

Shares126.1K

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO COM

1.99%

Shares35.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC COM

-7.86%

Shares33.6K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON COM

-1.52%

Shares45.9K

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC COM

-4.60%

Shares33.7K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC COM

2541.09%

Shares64.0K

Event2026-06-30

Filed2026-07-21

SOLV

SOLVENTUM CORP COM SHS

4.32%

Shares147.8K

Event2026-06-30

Filed2026-07-21

QXO

QXO INC COM NEW

0.28%

Shares651.1K

Event2026-06-30

Filed2026-07-21

VMC

VULCAN MATLS CO COM

3.76%

Shares37.5K

Event2026-06-30

Filed2026-07-21

EVR

EVERCORE INC CLASS A

0.93%

Shares32.2K

Event2026-06-30

Filed2026-07-21

SPAB

SPDR SERIES TRUST ST STR AGGRE

8.42%

Shares414.0K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION COM

8.76%

Shares33.3K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL COM

-4.00%

Shares54.8K

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC COM

-1.24%

Shares22.6K

Event2026-06-30

Filed2026-07-21

WCN

WASTE CONNECTIONS INC COM

4.65%

Shares54.3K

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC COM

-3.92%

Shares41.7K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO COM

-1.05%

Shares91.2K

Event2026-06-30

Filed2026-07-21

FSMD

FIDELITY COVINGTON TRUST SML M

New

Shares166.0K

Event2026-06-30

Filed2026-07-21

AVSC

AMERICAN CENTY ETF TR AVANTIS

New

Shares117.5K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION C

-2.46%

Shares9.2K

Event2026-06-30

Filed2026-07-21

ABBVIE INC COM

-2.48%

Shares34.1K

Event2026-06-30

Filed2026-07-21

IAGG

ISHARES TR CORE INTL AGGR

7.03%

Shares154.0K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO COM

-12.87%

Shares52.7K

Event2026-06-30

Filed2026-07-21

VRSK

VERISK ANALYTICS INC COM

-5.12%

Shares42.9K

Event2026-06-30

Filed2026-07-21

KTOS

KRATOS DEFENSE & SECURITY SOLU

3.26%

Shares149.1K

Event2026-06-30

Filed2026-07-21

SPOTIFY TECHNOLOGY SA

2.85%

Shares14.6K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC COM

-5.10%

Shares58.9K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC COM

4.54%

Shares67.0K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW COM

-1.94%

Shares43.8K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC COM

-2.03%

Shares45.0K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC COM

-22.79%

Shares23.7K

Event2026-06-30

Filed2026-07-21

CONSTELLATION SOFTWARE INC COM

38.80%

Shares3.2K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC C

-15.82%

Shares11.5K

Event2026-06-30

Filed2026-07-21

JMST

J P MORGAN EXCHANGE TRADED FD

-11.23%

Shares111.5K

Event2026-06-30

Filed2026-07-21

EMLP

FIRST TR EXCHANGE-TRADED FD IV

-0.02%

Shares128.7K

Event2026-06-30

Filed2026-07-21

SCHH

SCHWAB STRATEGIC TR US REIT ET

1.98%

Shares233.7K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR ST STR U

-6.78%

Shares120.4K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR RUSSELL 2000 ETF

-2.58%

Shares17.8K

Event2026-06-30

Filed2026-07-21

ADSK

AUTODESK INC COM

-3.04%

Shares26.9K

Event2026-06-30

Filed2026-07-21

MITSUBISHI HEAVY INDUSTRIES LT

New

Shares461.8K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC COM

-0.88%

Shares5.1K

Event2026-06-30

Filed2026-07-21

TER

TERADYNE INC COM

New

Shares10.3K

Event2026-06-30

Filed2026-07-21

FPE

FIRST TR EXCH TRADED FD III PF

10.64%

Shares260.3K

Event2026-06-30

Filed2026-07-21

HACK

AMPLIFY ETF TR AMPLIFY CYBERSE

-1.14%

Shares43.5K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR ST STR T

1.82%

Shares23.9K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP COM

-1.77%

Shares16.5K

Event2026-06-30

Filed2026-07-21

DGX

QUEST DIAGNOSTICS INC COM

-1.43%

Shares20.8K

Event2026-06-30

Filed2026-07-21

HSY

HERSHEY CO COM

2.96%

Shares24.4K

Event2026-06-30

Filed2026-07-21

COMB

GRANITESHARES ETF TR BBG COMMD

-2.03%

Shares175.6K

Event2026-06-30

Filed2026-07-21

ISHARES TR CORE S&P500 ETF

7.83%

Shares5.6K

Event2026-06-30

Filed2026-07-21

LVMUY

LVMH MOET HENNESSY LOUIS ADR

-4.42%

Shares36.8K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP COM

-4.64%

Shares28.8K

Event2026-06-30

Filed2026-07-21

SPHY

SPDR SERIES TRUST ST PORT HIGH

7.47%

Shares156.0K

Event2026-06-30

Filed2026-07-21

BKLN

INVESCO EXCHANGE-TRADED FD TR

5.23%

Shares169.9K

Event2026-06-30

Filed2026-07-21

CME

CME GROUP INC COM

-6.38%

Shares15.1K

Event2026-06-30

Filed2026-07-21

CRH

CRH PLC ORD

-8.67%

Shares30.4K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP COM

-3.21%

Shares19.2K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR MSCI EAFE ETF

-2.87%

Shares29.5K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS INC

-1.89%

Shares10.3K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP COM

-0.06%

Shares14.7K

Event2026-06-30

Filed2026-07-21

TEL

TE CONNECTIVITY PLC ORD SHS

-4.05%

Shares14.3K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS VAN F

1.23%

Shares40.2K

Event2026-06-30

Filed2026-07-21

JPME

J P MORGAN EXCHANGE TRADED FD

-78.23%

Shares20.2K

Event2026-06-30

Filed2026-07-21

CTAS

CINTAS CORP COM

-5.69%

Shares14.7K

Event2026-06-30

Filed2026-07-21

WSO

WATSCO INC COM

-2.23%

Shares5.8K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC SHS

-2.76%

Shares31.1K

Event2026-06-30

Filed2026-07-21

EQIX

EQUINIX INC COM

-5.27%

Shares2.3K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR US LCAP GR

0.29%

Shares69.2K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR RUS MID CAP ETF

-4.34%

Shares21.1K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC COM

-3.58%

Shares19.5K

Event2026-06-30

Filed2026-07-21

ROL

ROLLINS INC COM

-3.76%

Shares54.7K

Event2026-06-30

Filed2026-07-21

JPSE

J P MORGAN EXCHANGE TRADED FD

-81.62%

Shares35.1K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP COM

-1.90%

Shares36.7K

Event2026-06-30

Filed2026-07-21

INTU

INTUIT COM

-3.43%

Shares7.9K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC COM

-0.74%

Shares1.9K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP COM

-3.10%

Shares13.8K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP CL A

-5.58%

Shares10.7K

Event2026-06-30

Filed2026-07-21

IWO

ISHARES TR RUS 2000 GRW ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC COM

-4.68%

Shares4.8K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING INC

-1.01%

Shares7.8K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC COM

New

Shares7.7K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR UNIT SER 1

-3.82%

Shares2.3K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC COM

New

Shares7.5K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS MID CAP ETF

277.51%

Shares20.2K

Event2026-06-30

Filed2026-07-21

NINTENDO LTD UNSPON ADS

-5.32%

Shares154.4K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR RUS 1000 GRW ETF

299.78%

Shares13.0K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX FDS

-1.03%

Shares19.3K

Event2026-06-30

Filed2026-07-21

BROADRIDGE FINL SOLUTIONS INC

-3.55%

Shares11.7K

Event2026-06-30

Filed2026-07-21

DUPONT DE NEMOURS INC COMMON S

New

Shares11.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS LARGE CAP E

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR GOLD SHS

0.37%

Shares4.1K

Event2026-06-30

Filed2026-07-21

NOC

NORTHROP GRUMMAN CORP COM

10.18%

Shares3.0K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR ST STR F

-3.86%

Shares27.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS TOTAL STK M

-0.78%

Shares3.8K

Event2026-06-30

Filed2026-07-21

MAA

MID-AMER APT CMNTYS INC COM

12.59%

Shares10.1K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE COM NEW

-7.33%

Shares3.7K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD INF TECH ETF

681.30%

Shares11.4K

Event2026-06-30

Filed2026-07-21

GPIX

GOLDMAN SACHS ETF TR S&P 500 P

442.52%

Shares24.1K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX FDS

-1.59%

Shares22.3K

Event2026-06-30

Filed2026-07-21

ROP

ROPER TECHNOLOGIES INC COM

-6.60%

Shares3.9K

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP COM

-48.34%

Shares15.1K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR CORE S&P MCP ETF

2.50%

Shares16.2K

Event2026-06-30

Filed2026-07-21

GPC

GENUINE PARTS CO COM

New

Shares10.4K

Event2026-06-30

Filed2026-07-21

HLI

HOULIHAN LOKEY INC CL A

-5.14%

Shares9.1K

Event2026-06-30

Filed2026-07-21

XOP

SPDR SERIES TRUST SP O&G EXPL

-1.07%

Shares7.8K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES COM

-4.50%

Shares13.2K

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR ST STR S

5.61%

Shares10.9K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR MSCI EMG MKT ETF

-5.47%

Shares15.7K

Event2026-06-30

Filed2026-07-21

VRSN

VERISIGN INC COM

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

GPIQ

GOLDMAN SACHS ETF TR NASDA 100

New

Shares17.7K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION COM

-0.88%

Shares5.5K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP COM

-5.78%

Shares2.0K

Event2026-06-30

Filed2026-07-21

WAB

WABTEC COM

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP COM

-0.21%

Shares20.4K

Event2026-06-30

Filed2026-07-21

IWP

ISHARES TR RUS MD CP GR ETF

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR SELECT DIVID ETF

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC COM

14.75%

Shares7.3K

Event2026-06-30

Filed2026-07-21

FNDX

SCHWAB STRATEGIC TR FUNDAMENTA

9.51%

Shares29.6K

Event2026-06-30

Filed2026-07-21

COCA COLA CO COM

-2.62%

Shares11.3K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 400

-1.54%

Shares1.3K

Event2026-06-30

Filed2026-07-21

QEMM

SPDR INDEX SHS FDS ST STR MSCI

-2.35%

Shares11.2K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC SHS

-2.86%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC COM

-32.08%

Shares2.9K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS C

1.97%

Shares3.1K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS DIV

-14.04%

Shares3.6K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC

-4.42%

Shares1.7K

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB STRATEGIC TR FUNDAMENTA

9.11%

Shares15.6K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW CL A

-7.17%

Shares33.4K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP COM

-0.27%

Shares3.0K

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP COM

-0.16%

Shares3.0K

Event2026-06-30

Filed2026-07-21

IUSB

ISHARES TR CORE UNIVRSL USD

0.86%

Shares16.8K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TRUST

-2.33%

Shares10.2K

Event2026-06-30

Filed2026-07-21

BRK.A

BERKSHIRE HATHAWAY INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS S&P 500 ETF

-21.57%

Shares1.1K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO COM

-3.84%

Shares9.0K

Event2026-06-30

Filed2026-07-21

ORACLE CORP COM

-3.41%

Shares5.0K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR CORE S&P SCP ETF

18.69%

Shares4.8K

Event2026-06-30

Filed2026-07-21

DEERE & CO COM

-6.61%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST ST STR SP DI

-1.59%

Shares4.6K

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES INDL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD WORLD FD ESG US STK E

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

CHUBB LIMITED COM

-0.83%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS SMALL CP ET

1.43%

Shares2.1K

Event2026-06-30

Filed2026-07-21

WORLD GOLD TR SPDR GLD MINIS

0.58%

Shares7.8K

Event2026-06-30

Filed2026-07-21

3M CO COM

-8.07%

Shares3.8K

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC COM

-6.04%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IWN

ISHARES TR RUS 2000 VAL ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC INC COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

PFFD

GLOBAL X FDS US PFD ETF

-28.25%

Shares30.4K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

ISHARES TR CORE MSCI EAFE

2.80%

Shares5.8K

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC COM

-0.11%

Shares3.5K

Event2026-06-30

Filed2026-07-21

EFAV

ISHARES TR MSCI EAFE MIN VL

-1.62%

Shares6.3K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR US DIVIDEN

-23.19%

Shares17.4K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP COM

-2.30%

Shares5.3K

Event2026-06-30

Filed2026-07-21

JUST

GOLDMAN SACHS ETF TR JUST US L

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares858

Event2026-06-30

Filed2026-07-21

IWS

ISHARES TR RUS MDCP VAL ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS VG TL INTL S

New

Shares5.7K

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS INC COMMON S

-2.37%

Shares2.9K

Event2026-06-30

Filed2026-07-21

SCHE

SCHWAB STRATEGIC TR EMRG MKTEQ

7.26%

Shares13.2K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS GROWTH ETF

500.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

FNDA

SCHWAB STRATEGIC TR FUNDAMENTA

4.41%

Shares12.1K

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR ESG AW MSCI EAFE

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED FD

15.77%

Shares7.3K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS TAX EXEMPT

New

Shares8.8K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC COM

-0.63%

Shares3.8K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

CHD

CHURCH & DWIGHT CO INC COM

-1.10%

Shares4.5K

Event2026-06-30

Filed2026-07-21

ACWV

ISHARES INC MSCI GBL MIN VOL

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

NUE

NUCOR CORP COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

ADM

ARCHER DANIELS MIDLAND CO COM

-40.72%

Shares5.5K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP COM

-3.47%

Shares1.9K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC CL A

-2.75%

Shares7.3K

Event2026-06-30

Filed2026-07-21

ADOBE INC COM

-15.67%

Shares2.0K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD TR

20.12%

Shares1.9K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION COM

-5.36%

Shares2.5K

Event2026-06-30

Filed2026-07-21

XLP

SELECT SECTOR SPDR TR ST STR S

-1.68%

Shares4.9K

Event2026-06-30

Filed2026-07-21

EOG

EOG RES INC COM

-6.03%

Shares3.1K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION COM

-3.55%

Shares5.4K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC COM

New

Shares550

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR RUS 1000 VAL ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR CORE S&P TTL STK

-0.64%

Shares2.3K

Event2026-06-30

Filed2026-07-21

BOEING CO COM

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IGV

ISHARES TR EXPANDED TECH

-34.38%

Shares4.2K

Event2026-06-30

Filed2026-07-21

EEMV

ISHARES INC MSCI EMERG MRKT

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS TOTAL BN

New

Shares5.1K

Event2026-06-30

Filed2026-07-21

ORLY

OREILLY AUTOMOTIVE INC COM

-6.02%

Shares3.9K

Event2026-06-30

Filed2026-07-21

FNDE

SCHWAB STRATEGIC TR FUND EM EQ

23.83%

Shares9.0K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS SM CP VAL E

-8.49%

Shares1.5K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS VALUE ETF

-15.63%

Shares1.6K

Event2026-06-30

Filed2026-07-21

NVT

NVENT ELEC PLC SHS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

IYE

ISHARES TR U.S. ENERGY ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-21

SATS

ECHOSTAR CORP CL A

15.23%

Shares3.4K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC COM

-0.84%

Shares3.9K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC COM

2.16%

Shares804

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC COM

-32.61%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC COM

-2.46%

Shares7.9K

Event2026-06-30

Filed2026-07-21

AT&T INC COM

-0.38%

Shares15.9K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR S&P 500 VAL ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO COM

-0.70%

Shares3.6K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO COM

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-21

SAMG

SILVERCREST ASSET MGMT GROUP C

0.00%

Shares31.6K

Event2026-06-30

Filed2026-07-21

FORD MTR CO COM

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC COM

-7.14%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CORTEVA INC COM

-1.14%

Shares3.7K

Event2026-06-30

Filed2026-07-21

DRI

DARDEN RESTAURANTS INC COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC COM

-4.85%

Shares1.9K

Event2026-06-30

Filed2026-07-21

BROOKFIELD CORP CL A LTD VT SH

-13.06%

Shares6.8K

Event2026-06-30

Filed2026-07-21

AKRE

PROFESIONALLY MANAGED PORTFOLI

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-21

XLB

SELECT SECTOR SPDR TR ST STR M

12.17%

Shares5.4K

Event2026-06-30

Filed2026-07-21

FBTC

FIDELITY WISE ORIGIN BITCOIN F

10.10%

Shares5.4K

Event2026-06-30

Filed2026-07-21

VSS

VANGUARD INTL EQUITY INDEX FDS

-22.08%

Shares1.8K

Event2026-06-30

Filed2026-07-21

NTRS

NORTHERN TR CORP COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

CBT

CABOT CORP COM

-0.74%

Shares2.9K

Event2026-06-30

Filed2026-07-21

FTV

FORTIVE CORP COM

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

DON

WISDOMTREE TR US MIDCAP DIVID

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS HIGH DI

-28.20%

Shares1.7K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP COM NEW

New

Shares595

Event2026-06-30

Filed2026-07-21

SMTH

ALPS ETF TR SMITH CORE PLUS

New

Shares10.0K

Event2026-06-30

Filed2026-07-21

RSPT

INVESCO EXCHANGE TRADED FD TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

EXPE

EXPEDIA GROUP INC COM NEW

0.00%

Shares970

Event2026-06-30

Filed2026-07-21

SPXE

PROSHARES TR SP500 EX ENRGY

-2.25%

Shares3.0K

Event2026-06-30

Filed2026-07-21

FPX

FIRST TR EXCHANGE-TRADED FD US

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

MDB

MONGODB INC CL A

New

Shares712

Event2026-06-30

Filed2026-07-21

VGK

VANGUARD INTL EQUITY INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

SPYX

SPDR SERIES TRUST ST STR SP500

New

Shares3.9K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR US LCAP VA

-4.32%

Shares6.7K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC SPON ADS

-2.79%

Shares3.0K

Event2026-06-30

Filed2026-07-21

IGM

ISHARES TR EXPND TEC SC ETF

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP COM

New

Shares223

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND SHS CLAS

-1.15%

Shares1.7K

Event2026-06-30

Filed2026-07-21

AON

AON PLC SHS CL A

0.00%

Shares645

Event2026-06-30

Filed2026-07-21

AME

AMETEK INC COM

-10.03%

Shares870

Event2026-06-30

Filed2026-07-21

MDYV

SPDR SERIES TRUST ST STR SP400

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

HERO

GLOBAL X FDS VDEO GAM ESPRT

-31.67%

Shares8.3K

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD WORLD FD ESG INTL STK

New

Shares2.5K

Event2026-06-30

Filed2026-07-21

CLIFTON MNG CO COM

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available