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

Currently, Aprio Wealth Management, LLC holds 635 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in USFR (+656.9K shares, valued at $33.1M), SCHX (+320.3K shares, valued at $9.4M), JQUA (+110.2K shares, valued at $8.0M); decreased their positions in CGBL (-219.4K shares, valued at $8.3M), AKRE (-147.5K shares, valued at $7.8M), CGXU (-223.0K shares, valued at $7.7M); initiated new positions in VAW (+15.3K shares, valued at $3.5M), MUNI (+22.9K shares, valued at $1.2M), VCR (+1.9K shares, valued at $738.2K).

1M P&L

+54.9M+3.03%

3M P&L

+17.8M+0.96%

HY P&L

+61.5M+3.41%

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/A1.4B

76.8%

2Semiconductors55.5M

3.0%

3Drug Manufacturers - General29.1M

1.6%

Top Industries by Stock Count

1N/A230 stocks

39.8%

2Banks - Regional19 stocks

3.3%

3Utilities - Regulated Electric16 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST2.4M shares-4.15%2026-06-302026-07-24

DIHP DIMENSIONAL ETF TRUST2.3M shares-5.60%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED1.7M shares-11.50%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF1.3M shares-7.79%2026-06-302026-07-24

EMXC ISHARES INC605.7K shares-6.05%2026-06-302026-07-24

VCRM VANGUARD MUN BD FDS571.7K shares-9.41%2026-06-302026-07-24

TDIV FIRST TR EXCHANGE TRADED FD379.8K shares-2.35%2026-06-302026-07-24

COWZ PACER FDS TR670.8K shares-6.47%2026-06-302026-07-24

Sponsored

AVLV AMERICAN CENTY ETF TR421.4K shares-2.87%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT1.0M shares-17.53%2026-06-302026-07-24

PYLD PIMCO ETF TR1.3M shares12.78%2026-06-302026-07-24

USFR WISDOMTREE TR676.7K shares3329.07%2026-06-302026-07-24

AAPL APPLE INC97.2K shares-0.33%2026-06-302026-07-24

GRID FIRST TR EXCHANGE-TRADED FD139.4K shares5.57%2026-06-302026-07-24

IDGT ISHARES TR218.0K shares3.62%2026-06-302026-07-24

JGRO J P MORGAN EXCHANGE TRADED F258.2K shares-20.94%2026-06-302026-07-24

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN485.1K shares4.70%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T31.7K shares-3.05%2026-06-302026-07-24

CGMU CAPITAL GRP FIXED INCM ETF T836.7K shares-7.66%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR427.7K shares4.20%2026-06-302026-07-24

TOLZ PROSHARES TR372.6K shares-3.59%2026-06-302026-07-24

NVDA NVIDIA CORPORATION110.2K shares8.26%2026-06-302026-07-24

CGHM CAPITAL GRP FIXED INCM ETF T819.4K shares13.93%2026-06-302026-07-24

CGCB CAPITAL GRP FIXED INCM ETF T769.6K shares-19.17%2026-06-302026-07-24

Sponsored

MSFT MICROSOFT CORP53.6K shares-3.35%2026-06-302026-07-24

HGER HARBOR ETF TRUST661.9K shares6.27%2026-06-302026-07-24

TCAF T ROWE PRICE EXCHANGE-TRADED451.7K shares-10.76%2026-06-302026-07-24

CGCP CAPITAL GRP FIXED INCM ETF T830.4K shares-13.52%2026-06-302026-07-24

UTES ETFIS SER TR I224.0K shares4.06%2026-06-302026-07-24

REZ ISHARES TR190.7K shares-7.80%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS68.6K shares-25.14%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F312.8K shares17.86%2026-06-302026-07-24

Sponsored

JPSE J P MORGAN EXCHANGE TRADED F257.4K shares-18.71%2026-06-302026-07-24

AMZN AMAZON COM INC61.6K shares6.77%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS287.9K shares-6.03%2026-06-302026-07-24

FHLC FIDELITY COVINGTON TRUST186.7K shares0.28%2026-06-302026-07-24

GOOGL ALPHABET INC38.8K shares-0.11%2026-06-302026-07-24

TEQI T ROWE PRICE EXCHANGE-TRADED274.0K shares-31.78%2026-06-302026-07-24

ISHARES TR ISHARES TR16.3K shares7.77%2026-06-302026-07-24

IGF ISHARES TR182.9K shares30.63%2026-06-302026-07-24

Sponsored

QQQ INVESCO QQQ TR16.3K shares3.77%2026-06-302026-07-24

BROADCOM INC BROADCOM INC31.5K shares1.95%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR223.0K shares48.99%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC10.0K shares4.20%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR371.2K shares628.38%2026-06-302026-07-24

DGRO ISHARES TR139.1K shares6.36%2026-06-302026-07-24

GOOG ALPHABET INC29.6K shares2.46%2026-06-302026-07-24

DBND DOUBLELINE ETF TRUST225.7K shares-2.18%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL20.4K shares4.19%2026-06-302026-07-24

MCD MCDONALDS CORP37.5K shares-16.26%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC20.4K shares4.41%2026-06-302026-07-24

XC WISDOMTREE TR297.2K shares-7.60%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC79.0K shares1.90%2026-06-302026-07-24

MINT PIMCO ETF TR91.7K shares3.70%2026-06-302026-07-24

JQUA J P MORGAN EXCHANGE TRADED F125.1K shares742.03%2026-06-302026-07-24

XCEM COLUMBIA ETF TR II170.6K shares712.98%2026-06-302026-07-24

Sponsored

IWF ISHARES TR68.5K shares443.54%2026-06-302026-07-24

LLY ELI LILLY & CO7.1K shares2.05%2026-06-302026-07-24

IWD ISHARES TR34.8K shares25.55%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO25.3K shares-0.36%2026-06-302026-07-24

SOXX ISHARES TR12.8K shares-0.61%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F139.9K shares5.72%2026-06-302026-07-24

AVSC AMERICAN CENTY ETF TR103.9K shares-23.65%2026-06-302026-07-24

CGNG CAPITAL GROUP NEW GEOGRAPHY199.1K shares-9.74%2026-06-302026-07-24

Sponsored

IJH ISHARES TR90.3K shares14.21%2026-06-302026-07-24

SDVY FIRST TR EXCHANGE TRADED FD157.4K shares-2.13%2026-06-302026-07-24

VOT VANGUARD INDEX FDS21.8K shares-5.13%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST150.4K shares-0.08%2026-06-302026-07-24

USIG ISHARES TR125.8K shares654.89%2026-06-302026-07-24

ISHARES TR ISHARES TR66.4K shares-2.85%2026-06-302026-07-24

VOO VANGUARD INDEX FDS9.3K shares-15.23%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS61.9K shares-2.26%2026-06-302026-07-24

Sponsored

HDEF DBX ETF TR183.8K shares1.62%2026-06-302026-07-24

GLW CORNING INC22.4K shares0.84%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON21.8K shares0.26%2026-06-302026-07-24

TOTL SSGA ACTIVE ETF TR137.9K shares588.09%2026-06-302026-07-24

HD HOME DEPOT INC15.4K shares11.02%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T25.5K shares51.82%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC9.5K shares0.31%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.7K shares-1.55%2026-06-302026-07-24

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO98.8K shares-59.87%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR41.6K shares-1.40%2026-06-302026-07-24

CGDV CAPITAL GROUP DIVIDEND VALUE101.0K shares-35.14%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP36.0K shares-2.08%2026-06-302026-07-24

VISA INC VISA INC14.2K shares13.23%2026-06-302026-07-24

TSLA TESLA INC11.5K shares-8.68%2026-06-302026-07-24

WMT WALMART INC42.5K shares-3.55%2026-06-302026-07-24

CGMM CAPITAL GROUP EQUITY ETF TR143.7K shares157.58%2026-06-302026-07-24

Sponsored

APPLIED MATLS INC APPLIED MATLS INC6.5K shares9.80%2026-06-302026-07-24

MRK MERCK & CO INC35.9K shares0.35%2026-06-302026-07-24

CGGE CAPITAL GROUP GLOBAL EQUITY128.6K shares-0.62%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-06-302026-07-24

JIRE J P MORGAN EXCHANGE TRADED F54.4K shares586.69%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS12.0K shares-1.56%2026-06-302026-07-24

CVX CHEVRON CORPORATION26.4K shares-0.56%2026-06-302026-07-24

TUA SIMPLIFY EXCHANGE TRADED FUN210.7K shares-9.64%2026-06-302026-07-24

Sponsored

BMY BRISTOL-MYERS SQUIBB CO68.9K shares-2.22%2026-06-302026-07-24

KO COCA COLA CO48.4K shares2.97%2026-06-302026-07-24

ASML ASML HLDG NV2.0K shares11.71%2026-06-302026-07-24

FTSM FIRST TR EXCHANGE-TRADED FD62.4K shares-0.22%2026-06-302026-07-24

DFAR DIMENSIONAL ETF TRUST141.6K shares-2.21%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT86.1K shares0.73%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC6.2K shares7.90%2026-06-302026-07-24

VAW VANGUARD WORLD FD15.3K sharesnew addition2026-06-302026-07-24

Sponsored

IBIT ISHARES BITCOIN TRUST ETF103.6K shares0.93%2026-06-302026-07-24

CAT CATERPILLAR INC3.2K shares4.41%2026-06-302026-07-24

BAC BANK OF AMER CORP58.4K shares4.20%2026-06-302026-07-24

PFF ISHARES TR108.1K shares6.48%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR16.6K shares88.86%2026-06-302026-07-24

LRCX LAM RESEARCH CORP7.2K shares15.62%2026-06-302026-07-24

VO VANGUARD INDEX FDS38.6K shares226.80%2026-06-302026-07-24

EYLD CAMBRIA ETF TR67.7K shares5.42%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO20.7K shares16.34%2026-06-302026-07-24

VWOB VANGUARD WHITEHALL FDS43.5K shares772.61%2026-06-302026-07-24

IHAK ISHARES TR47.5K shares-9.86%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR88.2K shares16.87%2026-06-302026-07-24

SUSA ISHARES TR18.0K shares-0.88%2026-06-302026-07-24

AVRE AMERICAN CENTY ETF TR58.6K shares-3.25%2026-06-302026-07-24

ABBVIE INC ABBVIE INC10.4K shares1.21%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION13.8K shares0.80%2026-06-302026-07-24

Sponsored

VONV VANGUARD SCOTTSDALE FDS24.5K shares337.83%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS20.2K shares444.41%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC14.2K shares13.50%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO26.1K shares20.45%2026-06-302026-07-24

RY ROYAL BK CDA11.8K shares4.11%2026-06-302026-07-24

VB VANGUARD INDEX FDS8.0K shares36.90%2026-06-302026-07-24

GLD SPDR GOLD TR6.5K shares2.60%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST29.4K shares0.01%2026-06-302026-07-24

Sponsored

GS GOLDMAN SACHS GROUP INC2.4K shares1.91%2026-06-302026-07-24

HYMB SPDR SERIES TRUST92.3K shares0.77%2026-06-302026-07-24

C CITIGROUP INC16.7K shares3.26%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.5K shares4.82%2026-06-302026-07-24

ATR APTARGROUP INC18.4K shares-0.44%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC6.7K shares7.54%2026-06-302026-07-24

MEAR ISHARES U S ETF TR44.0K shares6.91%2026-06-302026-07-24

QCOM QUALCOMM INC11.8K shares6.81%2026-06-302026-07-24

Sponsored

IVW ISHARES TR15.7K shares-0.11%2026-06-302026-07-24

IEMG ISHARES INC26.1K shares3.97%2026-06-302026-07-24

TCHP T ROWE PRICE EXCHANGE-TRADED43.1K shares-23.18%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR77.7K shares82.75%2026-06-302026-07-24

VSDM VANGUARD MUN BD FDS28.0K shares3.80%2026-06-302026-07-24

VHT VANGUARD WORLD FD7.1K shares0.94%2026-06-302026-07-24

HSBC HSBC HLDGS PLC21.9K shares7.09%2026-06-302026-07-24

IYW ISHARES TR8.1K shares-0.42%2026-06-302026-07-24

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL55.6K shares-20.72%2026-06-302026-07-24

EFV ISHARES TR26.0K shares2.15%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP5.5K shares-0.43%2026-06-302026-07-24

GILD GILEAD SCIENCES INC15.5K shares-2.63%2026-06-302026-07-24

MO ALTRIA GROUP INC27.1K shares7.91%2026-06-302026-07-24

KLAC KLA CORP6.4K shares904.86%2026-06-302026-07-24

VUG VANGUARD INDEX FDS22.4K shares415.74%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL8.6K shares-2.17%2026-06-302026-07-24

Sponsored

PEP PEPSICO INC13.9K shares-0.70%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS26.3K shares-13.81%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.26.2K shares0.60%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 402.6K shares52.58%2026-06-302026-07-24

ISHARES TR ISHARES TR18.4K shares4.28%2026-06-302026-07-24

INTC INTEL CORP13.0K shares16.52%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC41.7K shares-9.20%2026-06-302026-07-24

ORACLE CORP ORACLE CORP11.8K shares10.88%2026-06-302026-07-24

Sponsored

VOX VANGUARD WORLD FD9.4K shares1.09%2026-06-302026-07-24

JMST J P MORGAN EXCHANGE TRADED F33.8K shares-14.65%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS6.1K shares8.83%2026-06-302026-07-24

UNP UNION PAC CORP6.1K shares15.74%2026-06-302026-07-24

MS MORGAN STANLEY7.8K shares3.73%2026-06-302026-07-24

IWM ISHARES TR5.4K shares0.00%2026-06-302026-07-24

COP CONOCOPHILLIPS15.5K shares-3.09%2026-06-302026-07-24

IGSB ISHARES TR29.0K shares-6.19%2026-06-302026-07-24

Sponsored

WFC WELLS FARGO & CO18.2K shares-6.23%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F31.9K shares630.79%2026-06-302026-07-24

GEV GE VERNOVA INC1.3K shares16.99%2026-06-302026-07-24

PHM PULTE GROUP INC10.8K shares1.24%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.9K shares26.36%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.6K shares42.23%2026-06-302026-07-24

PLD PROLOGIS INC.10.9K shares12.21%2026-06-302026-07-24

BTI BRITISH AMERN TOB PLC23.8K shares15.07%2026-06-302026-07-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS18.3K shares99.09%2026-06-302026-07-24

APH AMPHENOL CORP8.1K shares3.78%2026-06-302026-07-24

TJX TJX COS INC NEW9.4K shares-1.70%2026-06-302026-07-24

SNDK SANDISK CORP623 shares23.37%2026-06-302026-07-24

QQQI NEOS ETF TRUST24.9K shares196.47%2026-06-302026-07-24

ESGD ISHARES TR13.4K shares0.37%2026-06-302026-07-24

IJK ISHARES TR11.6K shares0.02%2026-06-302026-07-24

ADI ANALOG DEVICES INC3.4K shares2.57%2026-06-302026-07-24

Sponsored

T AT&T INC65.3K shares-15.24%2026-06-302026-07-24

SBUX STARBUCKS CORP13.1K shares3.79%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.4K shares-7.99%2026-06-302026-07-24

NVS NOVARTIS AG8.5K shares2.98%2026-06-302026-07-24

DIS DISNEY WALT CO13.8K shares9.87%2026-06-302026-07-24

ALL ALLSTATE CORP5.6K shares8.50%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC3.1K shares33.62%2026-06-302026-07-24

EQIX EQUINIX INC1.3K shares8.79%2026-06-302026-07-24

Sponsored

DE DEERE & CO2.1K shares0.53%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR38.6K shares-0.76%2026-06-302026-07-24

NCDL NUVEEN CHURCHILL DIRECT LEND105.0K shares-9.79%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO3.8K shares0.96%2026-06-302026-07-24

ESGU ISHARES TR7.8K shares0.17%2026-06-302026-07-24

WELL WELLTOWER INC5.6K shares15.19%2026-06-302026-07-24

IUSB ISHARES TR26.5K shares0.15%2026-06-302026-07-24

ETN EATON CORP PLC2.8K shares2.23%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES13.3K shares-2.74%2026-06-302026-07-24

MUNI PIMCO ETF TR22.9K sharesnew addition2026-06-302026-07-24

AMGN AMGEN INC3.3K shares-0.92%2026-06-302026-07-24

OAKM HARRIS OAKMARK ETF TRUST42.6K shares1.40%2026-06-302026-07-24

QUAL ISHARES TR5.4K shares-1.00%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP1.2K shares-7.21%2026-06-302026-07-24

PPA INVESCO EXCHANGE TRADED FD T6.7K shares-14.70%2026-06-302026-07-24

IWV ISHARES TR2.7K shares0.00%2026-06-302026-07-24

Sponsored

SHG SHINHAN FINANCIAL GROUP CO L18.3K shares1.24%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR9.0K shares2.11%2026-06-302026-07-24

MEDTRONIC PLC MEDTRONIC PLC14.6K shares-2.25%2026-06-302026-07-24

VLO VALERO ENERGY CORP4.3K shares1.71%2026-06-302026-07-24

DVY ISHARES TR7.2K shares0.00%2026-06-302026-07-24

EMR EMERSON ELEC CO7.9K shares-1.28%2026-06-302026-07-24

AMT AMERICAN TOWER CORP6.9K shares33.12%2026-06-302026-07-24

JPIE J P MORGAN EXCHANGE TRADED F24.3K shares-6.48%2026-06-302026-07-24

Sponsored

RF REGIONS FINANCIAL CORP NEW37.0K shares1.07%2026-06-302026-07-24

GE GE AEROSPACE3.0K shares-0.90%2026-06-302026-07-24

EMLP FIRST TR EXCHANGE-TRADED FD25.4K shares0.07%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC3.7K shares27.98%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO11.9K shares10.68%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION7.3K shares0.07%2026-06-302026-07-24

KB KB FINL GROUP INC10.1K shares0.88%2026-06-302026-07-24

TXN TEXAS INSTRS INC3.5K shares9.99%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS4.8K shares-14.09%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC12.0K shares-0.78%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP11.3K shares2.10%2026-06-302026-07-24

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PFE PFIZER INC41.7K shares-4.66%2026-06-302026-07-24

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CGSM CAPITAL GRP FIXED INCM ETF T38.0K shares0.00%2026-06-302026-07-24

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DHI D R HORTON INC6.1K shares29.60%2026-06-302026-07-24

DAL DELTA AIR LINES INC10.5K shares21.57%2026-06-302026-07-24

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MUFG MITSUBISHI UFJ FINANCIAL GRO48.8K shares11.14%2026-06-302026-07-24

EXPE EXPEDIA GROUP INC3.8K shares5.77%2026-06-302026-07-24

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ADP AUTOMATIC DATA PROCESSING IN4.2K shares82.21%2026-06-302026-07-24

URI UNITED RENTALS INC820 shares3.02%2026-06-302026-07-24

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ROK ROCKWELL AUTOMATION INC1.8K shares1.67%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC1.8K shares-8.46%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC15.5K shares20.89%2026-06-302026-07-24

IWN ISHARES TR4.0K shares0.85%2026-06-302026-07-24

VALE VALE S A58.8K shares-0.17%2026-06-302026-07-24

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MPC MARATHON PETE CORP3.4K shares2.23%2026-06-302026-07-24

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TAXF AMERICAN CENTY ETF TR17.2K shares-5.48%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL907 shares8.10%2026-06-302026-07-24

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ITOT ISHARES TR5.2K shares97.62%2026-06-302026-07-24

IVE ISHARES TR3.8K shares1.37%2026-06-302026-07-24

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VGT VANGUARD WORLD FD7.1K shares818.68%2026-06-302026-07-24

IRM IRON MTN INC DEL6.7K shares5.02%2026-06-302026-07-24

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EFA ISHARES TR7.9K shares-0.05%2026-06-302026-07-24

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD18.2K shares9.90%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.5K shares9.23%2026-06-302026-07-24

UMC UNITED MICROELECTRONICS CORP29.7K shares14.21%2026-06-302026-07-24

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BSCU INVESCO EXCH TRD SLF IDX FD47.1K shares59.18%2026-06-302026-07-24

BHP BHP BILLITON LIMITED9.4K shares4.55%2026-06-302026-07-24

FER FERROVIAL NV11.3K shares41.00%2026-06-302026-07-24

RSG REPUBLIC SVCS INC3.6K shares3.13%2026-06-302026-07-24

DB DEUTSCHE BK AG22.8K shares0.90%2026-06-302026-07-24

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AJG GALLAGHER ARTHUR J & CO3.4K shares0.06%2026-06-302026-07-24

WDC WESTERN DIGITAL CORP1.2K shares3.48%2026-06-302026-07-24

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BBVA BANCO BILBAO VIZCAYA ARGENTA30.1K shares0.76%2026-06-302026-07-24

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC11.9K shares49.17%2026-06-302026-07-24

ENB ENBRIDGE INC13.8K shares7.78%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS9.0K shares-8.67%2026-06-302026-07-24

BSCV INVESCO EXCH TRD SLF IDX FD45.6K shares289.79%2026-06-302026-07-24

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CRM SALESFORCE INC4.8K shares-11.16%2026-06-302026-07-24

BKNG BOOKING HOLDINGS INC4.2K shares2636.18%2026-06-302026-07-24

NULG NUSHARES ETF TR6.3K shares-0.77%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC1.8K shares1.62%2026-06-302026-07-24

VCR VANGUARD WORLD FD1.9K sharesnew addition2026-06-302026-07-24

WRB BERKLEY W R CORP10.4K shares-0.50%2026-06-302026-07-24

CSX CSX CORP15.4K shares0.41%2026-06-302026-07-24

STT STATE STR CORP4.3K shares24.24%2026-06-302026-07-24

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PRM PERIMETER SOLUTIONS INC20.5K shares-10.70%2026-06-302026-07-24

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OEF ISHARES TR2.0K shares-0.35%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT5.9K shares9.20%2026-06-302026-07-24

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TFI SPDR SERIES TRUST15.7K shares1.43%2026-06-302026-07-24

UAL UNITED AIRLS HLDGS INC5.2K shares34.55%2026-06-302026-07-24

IVLU ISHARES TR17.0K shares-1.52%2026-06-302026-07-24

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CMCSA COMCAST CORP NEW28.7K shares-17.74%2026-06-302026-07-24

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BSCT INVESCO EXCH TRD SLF IDX FD37.2K shares49.79%2026-06-302026-07-24

WF WOORI FINL GROUP INC12.0K shares0.75%2026-06-302026-07-24

EME EMCOR GROUP INC826 shares0.24%2026-06-302026-07-24

PSA PUBLIC STORAGE2.2K shares38.66%2026-06-302026-07-24

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ETR ENTERGY CORP NEW6.0K shares5.21%2026-06-302026-07-24

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ASTRAZENECA PLC ASTRAZENECA PLC3.5K shares-23.41%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN5.4K shares-8.68%2026-06-302026-07-24

HAL HALLIBURTON CO19.6K shares1.87%2026-06-302026-07-24

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QUANTA SVCS INC QUANTA SVCS INC903 shares2.96%2026-06-302026-07-24

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SYF SYNCHRONY FINANCIAL8.5K shares4.91%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR6.7K shares-2.71%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC2.4K shares0.80%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T12.0K shares0.03%2026-06-302026-07-24

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LYG LLOYDS BANKING GROUP PLC108.2K shares5.02%2026-06-302026-07-24

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XLC SELECT SECTOR SPDR TR5.8K shares126.65%2026-06-302026-07-24

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BCS BARCLAYS PLC22.8K shares10.06%2026-06-302026-07-24

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PSX PHILLIPS 663.6K shares-1.02%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED1.8K shares-6.88%2026-06-302026-07-24

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TFC TRUIST FINL CORP11.8K shares-4.45%2026-06-302026-07-24

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SLB SLB LIMITED12.1K shares-0.81%2026-06-302026-07-24

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VTEC VANGUARD CALIF TAX FREE FDS4.8K sharesnew addition2026-06-302026-07-24

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EOG EOG RES INC3.5K shares-5.31%2026-06-302026-07-24

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MNST MONSTER BEVERAGE CORP NEW4.6K shares8.98%2026-06-302026-07-24

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MCO MOODYS CORP953 shares-0.63%2026-06-302026-07-24

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CX CEMEX SA EURO MTN BE 144A34.3K shares5.44%2026-06-302026-07-24

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IBN ICICI BANK LIMITED12.4K sharesnew addition2026-06-302026-07-24

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Sponsored

INVH INVITATION HOMES INC11.5K sharesnew addition2026-06-302026-07-24

BSCX INVESCO EXCH TRD SLF IDX FD16.5K sharesnew addition2026-06-302026-07-24

JOYY JOYY INC5.2K shares-8.59%2026-06-302026-07-24

EMBJ EMBRAER S.A.5.4K shares-2.15%2026-06-302026-07-24

EQR EQUITY RESIDENTIAL5.0K shares29.37%2026-06-302026-07-24

BNS BANK NOVA SCOTIA B C3.9K shares14.27%2026-06-302026-07-24

RKLB ROCKET LAB CORP3.4K sharesnew addition2026-06-302026-07-24

FIW FIRST TR EXCHANGE-TRADED FD3.1K shares-0.10%2026-06-302026-07-24

Sponsored

SAP SAP SE2.2K shares0.78%2026-06-302026-07-24

IQV IQVIA HLDGS INC1.7K shares11.48%2026-06-302026-07-24

MAA MID-AMER APT CMNTYS INC2.4K sharesnew addition2026-06-302026-07-24

INTU INTUIT1.3K shares-16.98%2026-06-302026-07-24

CP CANADIAN PACIFIC KANSAS CITY3.8K shares23.79%2026-06-302026-07-24

GTX GARRETT MOTION INC9.0K sharesnew addition2026-06-302026-07-24

SMH VANECK ETF TRUST499 sharesnew addition2026-06-302026-07-24

ZBH ZIMMER BIOMET HOLDINGS INC3.8K shares5.58%2026-06-302026-07-24

Sponsored

EXC EXELON CORP6.9K shares-10.22%2026-06-302026-07-24

AOA ISHARES TR3.3K shares0.28%2026-06-302026-07-24

HST HOST HOTELS & RESORTS INC13.4K shares12.51%2026-06-302026-07-24

WCN WASTE CONNECTIONS INC1.9K sharesnew addition2026-06-302026-07-24

NDAQ NASDAQ INC4.0K shares-4.48%2026-06-302026-07-24

UDR UDR INC7.9K shares13.68%2026-06-302026-07-24

XLRE SELECT SECTOR SPDR TR7.2K shares-1.65%2026-06-302026-07-24

AME AMETEK INC1.3K shares1.33%2026-06-302026-07-24

Sponsored

FTS FORTIS INC5.5K shares12.67%2026-06-302026-07-24

GSIE GOLDMAN SACHS ETF TR6.8K shares10.23%2026-06-302026-07-24

AVB AVALONBAY CMNTYS INC1.6K sharesnew addition2026-06-302026-07-24

OMC OMNICOM GROUP INC4.2K shares-19.71%2026-06-302026-07-24

DUHP

DIMENSIONAL ETF TRUST

-4.15%

Shares2.4M

Event2026-06-30

Filed2026-07-24

DIHP

DIMENSIONAL ETF TRUST

-5.60%

Shares2.3M

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

-11.50%

Shares1.7M

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

-7.79%

Shares1.3M

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

-6.05%

Shares605.7K

Event2026-06-30

Filed2026-07-24

VCRM

VANGUARD MUN BD FDS

-9.41%

Shares571.7K

Event2026-06-30

Filed2026-07-24

TDIV

FIRST TR EXCHANGE TRADED FD

-2.35%

Shares379.8K

Event2026-06-30

Filed2026-07-24

COWZ

PACER FDS TR

-6.47%

Shares670.8K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

-2.87%

Shares421.4K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

-17.53%

Shares1.0M

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

12.78%

Shares1.3M

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE TR

3329.07%

Shares676.7K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.33%

Shares97.2K

Event2026-06-30

Filed2026-07-24

GRID

FIRST TR EXCHANGE-TRADED FD

5.57%

Shares139.4K

Event2026-06-30

Filed2026-07-24

IDGT

ISHARES TR

3.62%

Shares218.0K

Event2026-06-30

Filed2026-07-24

JGRO

J P MORGAN EXCHANGE TRADED F

-20.94%

Shares258.2K

Event2026-06-30

Filed2026-07-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

4.70%

Shares485.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-3.05%

Shares31.7K

Event2026-06-30

Filed2026-07-24

CGMU

CAPITAL GRP FIXED INCM ETF T

-7.66%

Shares836.7K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

4.20%

Shares427.7K

Event2026-06-30

Filed2026-07-24

TOLZ

PROSHARES TR

-3.59%

Shares372.6K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

8.26%

Shares110.2K

Event2026-06-30

Filed2026-07-24

CGHM

CAPITAL GRP FIXED INCM ETF T

13.93%

Shares819.4K

Event2026-06-30

Filed2026-07-24

CGCB

CAPITAL GRP FIXED INCM ETF T

-19.17%

Shares769.6K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-3.35%

Shares53.6K

Event2026-06-30

Filed2026-07-24

HGER

HARBOR ETF TRUST

6.27%

Shares661.9K

Event2026-06-30

Filed2026-07-24

TCAF

T ROWE PRICE EXCHANGE-TRADED

-10.76%

Shares451.7K

Event2026-06-30

Filed2026-07-24

CGCP

CAPITAL GRP FIXED INCM ETF T

-13.52%

Shares830.4K

Event2026-06-30

Filed2026-07-24

UTES

ETFIS SER TR I

4.06%

Shares224.0K

Event2026-06-30

Filed2026-07-24

REZ

ISHARES TR

-7.80%

Shares190.7K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-25.14%

Shares68.6K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

17.86%

Shares312.8K

Event2026-06-30

Filed2026-07-24

JPSE

J P MORGAN EXCHANGE TRADED F

-18.71%

Shares257.4K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

6.77%

Shares61.6K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

-6.03%

Shares287.9K

Event2026-06-30

Filed2026-07-24

FHLC

FIDELITY COVINGTON TRUST

0.28%

Shares186.7K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-0.11%

Shares38.8K

Event2026-06-30

Filed2026-07-24

TEQI

T ROWE PRICE EXCHANGE-TRADED

-31.78%

Shares274.0K

Event2026-06-30

Filed2026-07-24

ISHARES TR

7.77%

Shares16.3K

Event2026-06-30

Filed2026-07-24

IGF

ISHARES TR

30.63%

Shares182.9K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

3.77%

Shares16.3K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

1.95%

Shares31.5K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

48.99%

Shares223.0K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

4.20%

Shares10.0K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

628.38%

Shares371.2K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

6.36%

Shares139.1K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

2.46%

Shares29.6K

Event2026-06-30

Filed2026-07-24

DBND

DOUBLELINE ETF TRUST

-2.18%

Shares225.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.19%

Shares20.4K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-16.26%

Shares37.5K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.41%

Shares20.4K

Event2026-06-30

Filed2026-07-24

WISDOMTREE TR

-7.60%

Shares297.2K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

1.90%

Shares79.0K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

3.70%

Shares91.7K

Event2026-06-30

Filed2026-07-24

JQUA

J P MORGAN EXCHANGE TRADED F

742.03%

Shares125.1K

Event2026-06-30

Filed2026-07-24

XCEM

COLUMBIA ETF TR II

712.98%

Shares170.6K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

443.54%

Shares68.5K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

2.05%

Shares7.1K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

25.55%

Shares34.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.36%

Shares25.3K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

-0.61%

Shares12.8K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

5.72%

Shares139.9K

Event2026-06-30

Filed2026-07-24

AVSC

AMERICAN CENTY ETF TR

-23.65%

Shares103.9K

Event2026-06-30

Filed2026-07-24

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-9.74%

Shares199.1K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

14.21%

Shares90.3K

Event2026-06-30

Filed2026-07-24

SDVY

FIRST TR EXCHANGE TRADED FD

-2.13%

Shares157.4K

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

-5.13%

Shares21.8K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-0.08%

Shares150.4K

Event2026-06-30

Filed2026-07-24

USIG

ISHARES TR

654.89%

Shares125.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-2.85%

Shares66.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-15.23%

Shares9.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

-2.26%

Shares61.9K

Event2026-06-30

Filed2026-07-24

HDEF

DBX ETF TR

1.62%

Shares183.8K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.84%

Shares22.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.26%

Shares21.8K

Event2026-06-30

Filed2026-07-24

TOTL

SSGA ACTIVE ETF TR

588.09%

Shares137.9K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

11.02%

Shares15.4K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

51.82%

Shares25.5K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.31%

Shares9.5K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.55%

Shares5.7K

Event2026-06-30

Filed2026-07-24

AKRE

PROFESIONALLY MANAGED PORTFO

-59.87%

Shares98.8K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

-1.40%

Shares41.6K

Event2026-06-30

Filed2026-07-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

-35.14%

Shares101.0K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-2.08%

Shares36.0K

Event2026-06-30

Filed2026-07-24

VISA INC

13.23%

Shares14.2K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-8.68%

Shares11.5K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-3.55%

Shares42.5K

Event2026-06-30

Filed2026-07-24

CGMM

CAPITAL GROUP EQUITY ETF TR

157.58%

Shares143.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

9.80%

Shares6.5K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.35%

Shares35.9K

Event2026-06-30

Filed2026-07-24

CGGE

CAPITAL GROUP GLOBAL EQUITY

-0.62%

Shares128.6K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-06-30

Filed2026-07-24

JIRE

J P MORGAN EXCHANGE TRADED F

586.69%

Shares54.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-1.56%

Shares12.0K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-0.56%

Shares26.4K

Event2026-06-30

Filed2026-07-24

TUA

SIMPLIFY EXCHANGE TRADED FUN

-9.64%

Shares210.7K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-2.22%

Shares68.9K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

2.97%

Shares48.4K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

11.71%

Shares2.0K

Event2026-06-30

Filed2026-07-24

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.22%

Shares62.4K

Event2026-06-30

Filed2026-07-24

DFAR

DIMENSIONAL ETF TRUST

-2.21%

Shares141.6K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.73%

Shares86.1K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

7.90%

Shares6.2K

Event2026-06-30

Filed2026-07-24

VAW

VANGUARD WORLD FD

New

Shares15.3K

Event2026-06-30

Filed2026-07-24

IBIT

ISHARES BITCOIN TRUST ETF

0.93%

Shares103.6K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

4.41%

Shares3.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

4.20%

Shares58.4K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

6.48%

Shares108.1K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

88.86%

Shares16.6K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

15.62%

Shares7.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

226.80%

Shares38.6K

Event2026-06-30

Filed2026-07-24

EYLD

CAMBRIA ETF TR

5.42%

Shares67.7K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

16.34%

Shares20.7K

Event2026-06-30

Filed2026-07-24

VWOB

VANGUARD WHITEHALL FDS

772.61%

Shares43.5K

Event2026-06-30

Filed2026-07-24

IHAK

ISHARES TR

-9.86%

Shares47.5K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

16.87%

Shares88.2K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

-0.88%

Shares18.0K

Event2026-06-30

Filed2026-07-24

AVRE

AMERICAN CENTY ETF TR

-3.25%

Shares58.6K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

1.21%

Shares10.4K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.80%

Shares13.8K

Event2026-06-30

Filed2026-07-24

VONV

VANGUARD SCOTTSDALE FDS

337.83%

Shares24.5K

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

444.41%

Shares20.2K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

13.50%

Shares14.2K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

20.45%

Shares26.1K

Event2026-06-30

Filed2026-07-24

ROYAL BK CDA

4.11%

Shares11.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

36.90%

Shares8.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

2.60%

Shares6.5K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares29.4K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

1.91%

Shares2.4K

Event2026-06-30

Filed2026-07-24

HYMB

SPDR SERIES TRUST

0.77%

Shares92.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

3.26%

Shares16.7K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

4.82%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ATR

APTARGROUP INC

-0.44%

Shares18.4K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

7.54%

Shares6.7K

Event2026-06-30

Filed2026-07-24

MEAR

ISHARES U S ETF TR

6.91%

Shares44.0K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

6.81%

Shares11.8K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

-0.11%

Shares15.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

3.97%

Shares26.1K

Event2026-06-30

Filed2026-07-24

TCHP

T ROWE PRICE EXCHANGE-TRADED

-23.18%

Shares43.1K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

82.75%

Shares77.7K

Event2026-06-30

Filed2026-07-24

VSDM

VANGUARD MUN BD FDS

3.80%

Shares28.0K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

0.94%

Shares7.1K

Event2026-06-30

Filed2026-07-24

HSBC

HSBC HLDGS PLC

7.09%

Shares21.9K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-0.42%

Shares8.1K

Event2026-06-30

Filed2026-07-24

CGIC

CAPITAL GROUP INTERNATIONAL

-20.72%

Shares55.6K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

2.15%

Shares26.0K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-0.43%

Shares5.5K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

-2.63%

Shares15.5K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

7.91%

Shares27.1K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

904.86%

Shares6.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

415.74%

Shares22.4K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-2.17%

Shares8.6K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.70%

Shares13.9K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-13.81%

Shares26.3K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.60%

Shares26.2K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

52.58%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

4.28%

Shares18.4K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

16.52%

Shares13.0K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-9.20%

Shares41.7K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

10.88%

Shares11.8K

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD WORLD FD

1.09%

Shares9.4K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-14.65%

Shares33.8K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

8.83%

Shares6.1K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

15.74%

Shares6.1K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

3.73%

Shares7.8K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-3.09%

Shares15.5K

Event2026-06-30

Filed2026-07-24

IGSB

ISHARES TR

-6.19%

Shares29.0K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-6.23%

Shares18.2K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

630.79%

Shares31.9K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

16.99%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PHM

PULTE GROUP INC

1.24%

Shares10.8K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

26.36%

Shares1.9K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

42.23%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

12.21%

Shares10.9K

Event2026-06-30

Filed2026-07-24

BTI

BRITISH AMERN TOB PLC

15.07%

Shares23.8K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

99.09%

Shares18.3K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

3.78%

Shares8.1K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-1.70%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

23.37%

Shares623

Event2026-06-30

Filed2026-07-24

QQQI

NEOS ETF TRUST

196.47%

Shares24.9K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES TR

0.37%

Shares13.4K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.02%

Shares11.6K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

2.57%

Shares3.4K

Event2026-06-30

Filed2026-07-24

AT&T INC

-15.24%

Shares65.3K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

3.79%

Shares13.1K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-7.99%

Shares11.4K

Event2026-06-30

Filed2026-07-24

NVS

NOVARTIS AG

2.98%

Shares8.5K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

9.87%

Shares13.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

8.50%

Shares5.6K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

33.62%

Shares3.1K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC

8.79%

Shares1.3K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.53%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

-0.76%

Shares38.6K

Event2026-06-30

Filed2026-07-24

NCDL

NUVEEN CHURCHILL DIRECT LEND

-9.79%

Shares105.0K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.96%

Shares3.8K

Event2026-06-30

Filed2026-07-24

ESGU

ISHARES TR

0.17%

Shares7.8K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC

15.19%

Shares5.6K

Event2026-06-30

Filed2026-07-24

IUSB

ISHARES TR

0.15%

Shares26.5K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

2.23%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-2.74%

Shares13.3K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO ETF TR

New

Shares22.9K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.92%

Shares3.3K

Event2026-06-30

Filed2026-07-24

OAKM

HARRIS OAKMARK ETF TRUST

1.40%

Shares42.6K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-1.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

-7.21%

Shares1.2K

Event2026-06-30

Filed2026-07-24

PPA

INVESCO EXCHANGE TRADED FD T

-14.70%

Shares6.7K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

SHG

SHINHAN FINANCIAL GROUP CO L

1.24%

Shares18.3K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

2.11%

Shares9.0K

Event2026-06-30

Filed2026-07-24

MEDTRONIC PLC

-2.25%

Shares14.6K

Event2026-06-30

Filed2026-07-24

VLO

VALERO ENERGY CORP

1.71%

Shares4.3K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-1.28%

Shares7.9K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

33.12%

Shares6.9K

Event2026-06-30

Filed2026-07-24

JPIE

J P MORGAN EXCHANGE TRADED F

-6.48%

Shares24.3K

Event2026-06-30

Filed2026-07-24

REGIONS FINANCIAL CORP NEW

1.07%

Shares37.0K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-0.90%

Shares3.0K

Event2026-06-30

Filed2026-07-24

EMLP

FIRST TR EXCHANGE-TRADED FD

0.07%

Shares25.4K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

27.98%

Shares3.7K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

10.68%

Shares11.9K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

0.07%

Shares7.3K

Event2026-06-30

Filed2026-07-24

KB FINL GROUP INC

0.88%

Shares10.1K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

9.99%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-14.09%

Shares4.8K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-0.78%

Shares12.0K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

2.10%

Shares11.3K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

1.31%

Shares7.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-8.74%

Shares4.7K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

-0.70%

Shares8.1K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

0.78%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

-18.55%

Shares13.0K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

2.22%

Shares5.0K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-4.66%

Shares41.7K

Event2026-06-30

Filed2026-07-24

BOEING CO

7.86%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares38.0K

Event2026-06-30

Filed2026-07-24

FEM

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares31.1K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

66.92%

Shares13.7K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC

29.60%

Shares6.1K

Event2026-06-30

Filed2026-07-24

DAL

DELTA AIR LINES INC

21.57%

Shares10.5K

Event2026-06-30

Filed2026-07-24

MUFG

MITSUBISHI UFJ FINANCIAL GRO

11.14%

Shares48.8K

Event2026-06-30

Filed2026-07-24

EXPE

EXPEDIA GROUP INC

5.77%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

-10.68%

Shares12.4K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

0.85%

Shares17.9K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

-11.14%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

-0.12%

Shares4.9K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

82.21%

Shares4.2K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

3.02%

Shares820

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

229.26%

Shares16.1K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

1.67%

Shares1.8K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-8.46%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

20.89%

Shares15.5K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.85%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VALE

VALE S A

-0.17%

Shares58.8K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

12.90%

Shares5.2K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

2.23%

Shares3.4K

Event2026-06-30

Filed2026-07-24

TAXF

AMERICAN CENTY ETF TR

-5.48%

Shares17.2K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

8.10%

Shares907

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

18.22%

Shares5.7K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

6.31%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

3.77%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MFC

MANULIFE FINL CORP

-2.89%

Shares21.3K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

97.62%

Shares5.2K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

1.37%

Shares3.8K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

818.68%

Shares7.1K

Event2026-06-30

Filed2026-07-24

IRM

IRON MTN INC DEL

5.02%

Shares6.7K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

10.70%

Shares1.6K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-0.05%

Shares7.9K

Event2026-06-30

Filed2026-07-24

ASE TECHNOLOGY HLDG CO LTD

9.90%

Shares18.2K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

9.23%

Shares2.5K

Event2026-06-30

Filed2026-07-24

UMC

UNITED MICROELECTRONICS CORP

14.21%

Shares29.7K

Event2026-06-30

Filed2026-07-24

ING

ING GROEP N.V.

4.30%

Shares25.1K

Event2026-06-30

Filed2026-07-24

BSCU

INVESCO EXCH TRD SLF IDX FD

59.18%

Shares47.1K

Event2026-06-30

Filed2026-07-24

BHP

BHP BILLITON LIMITED

4.55%

Shares9.4K

Event2026-06-30

Filed2026-07-24

FER

FERROVIAL NV

41.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

3.13%

Shares3.6K

Event2026-06-30

Filed2026-07-24

DEUTSCHE BK AG

0.90%

Shares22.8K

Event2026-06-30

Filed2026-07-24

BANCO SANTANDER SA

14.02%

Shares55.9K

Event2026-06-30

Filed2026-07-24

AJG

GALLAGHER ARTHUR J & CO

0.06%

Shares3.4K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

3.48%

Shares1.2K

Event2026-06-30

Filed2026-07-24

RIO

RIO TINTO PLC

5.92%

Shares8.0K

Event2026-06-30

Filed2026-07-24

BBVA

BANCO BILBAO VIZCAYA ARGENTA

0.76%

Shares30.1K

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RY CO

29.13%

Shares6.3K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

25.82%

Shares7.3K

Event2026-06-30

Filed2026-07-24

FREEPORT MCMORAN INC

49.17%

Shares11.9K

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

7.78%

Shares13.8K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-8.67%

Shares9.0K

Event2026-06-30

Filed2026-07-24

BSCV

INVESCO EXCH TRD SLF IDX FD

289.79%

Shares45.6K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-11.16%

Shares4.8K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2636.18%

Shares4.2K

Event2026-06-30

Filed2026-07-24

NULG

NUSHARES ETF TR

-0.77%

Shares6.3K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

1.62%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

WRB

BERKLEY W R CORP

-0.50%

Shares10.4K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.41%

Shares15.4K

Event2026-06-30

Filed2026-07-24

STT

STATE STR CORP

24.24%

Shares4.3K

Event2026-06-30

Filed2026-07-24

PRM

PERIMETER SOLUTIONS INC

-10.70%

Shares20.5K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC

12.22%

Shares1.9K

Event2026-06-30

Filed2026-07-24

OEF

ISHARES TR

-0.35%

Shares2.0K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

9.20%

Shares5.9K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

5.82%

Shares746

Event2026-06-30

Filed2026-07-24

TFI

SPDR SERIES TRUST

1.43%

Shares15.7K

Event2026-06-30

Filed2026-07-24

UAL

UNITED AIRLS HLDGS INC

34.55%

Shares5.2K

Event2026-06-30

Filed2026-07-24

IVLU

ISHARES TR

-1.52%

Shares17.0K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW

-17.74%

Shares28.7K

Event2026-06-30

Filed2026-07-24

EAGG

ISHARES TR

-14.65%

Shares14.8K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-0.15%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SUSC

ISHARES TR

-0.25%

Shares30.2K

Event2026-06-30

Filed2026-07-24

BSCT

INVESCO EXCH TRD SLF IDX FD

49.79%

Shares37.2K

Event2026-06-30

Filed2026-07-24

WOORI FINL GROUP INC

0.75%

Shares12.0K

Event2026-06-30

Filed2026-07-24

EME

EMCOR GROUP INC

0.24%

Shares826

Event2026-06-30

Filed2026-07-24

PSA

PUBLIC STORAGE

38.66%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ETR

ENTERGY CORP NEW

5.21%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

-1.43%

Shares5.7K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-6.76%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SPYI

NEOS ETF TRUST

189.29%

Shares12.6K

Event2026-06-30

Filed2026-07-24

UBS

UBS GROUP AG

11.04%

Shares13.5K

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

-23.41%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

-8.68%

Shares5.4K

Event2026-06-30

Filed2026-07-24

HAL

HALLIBURTON CO

1.87%

Shares19.6K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

7.50%

Shares6.0K

Event2026-06-30

Filed2026-07-24

CLOUDFLARE INC

13.73%

Shares2.7K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

2.96%

Shares903

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC

5.58%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SYF

SYNCHRONY FINANCIAL

4.91%

Shares8.5K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-2.71%

Shares6.7K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

0.80%

Shares2.4K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.03%

Shares12.0K

Event2026-06-30

Filed2026-07-24

ITB

ISHARES TR

8.77%

Shares6.1K

Event2026-06-30

Filed2026-07-24

LYG

LLOYDS BANKING GROUP PLC

5.02%

Shares108.2K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

9.04%

Shares10.1K

Event2026-06-30

Filed2026-07-24

MBB

ISHARES TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

-0.22%

Shares1.9K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

126.65%

Shares5.8K

Event2026-06-30

Filed2026-07-24

JIVE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

BCS

BARCLAYS PLC

10.06%

Shares22.8K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-1.02%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

-6.88%

Shares1.8K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

2.99%

Shares6.7K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

4.31%

Shares9.9K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

-6.72%

Shares5.2K

Event2026-06-30

Filed2026-07-24

BAP

CREDICORP LTD

4.18%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

11.06%

Shares6.0K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

-4.45%

Shares11.8K

Event2026-06-30

Filed2026-07-24

TIMB

TIM S A

-1.49%

Shares27.3K

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

2.42%

Shares4.9K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

18.50%

Shares2.1K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

9.56%

Shares29.2K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

31.05%

Shares8.4K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

-7.71%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PFG

PRINCIPAL FINANCIAL GROUP IN

2.04%

Shares5.2K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

-0.81%

Shares12.1K

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

-0.46%

Shares4.5K

Event2026-06-30

Filed2026-07-24

IAI

ISHARES TR

-21.37%

Shares3.2K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP INC NEW

27.25%

Shares2.5K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

FIDU

FIDELITY COVINGTON TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

10.07%

Shares26.9K

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

1.22%

Shares6.8K

Event2026-06-30

Filed2026-07-24

ORLY

OREILLY AUTOMOTIVE INC

-5.15%

Shares5.9K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

0.46%

Shares6.3K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

7.84%

Shares7.3K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-1.15%

Shares1.0K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

-9.99%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VOD

VODAFONE GROUP PLC

-1.22%

Shares40.4K

Event2026-06-30

Filed2026-07-24

IOO

ISHARES TR

0.05%

Shares3.9K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

55.45%

Shares10.9K

Event2026-06-30

Filed2026-07-24

IMO

IMPERIAL OIL LTD

-1.37%

Shares4.7K

Event2026-06-30

Filed2026-07-24

OKE

ONEOK INC NEW

-3.02%

Shares6.0K

Event2026-06-30

Filed2026-07-24

SMFG

SUMITOMO MITSUI FIN GRP INC

14.54%

Shares22.2K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC IRELAND

35.68%

Shares4.2K

Event2026-06-30

Filed2026-07-24

ICSH

ISHARES TR

-0.22%

Shares10.3K

Event2026-06-30

Filed2026-07-24

3M CO

-4.96%

Shares3.2K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

-6.74%

Shares37.3K

Event2026-06-30

Filed2026-07-24

EIX

EDISON INTL

9.29%

Shares6.9K

Event2026-06-30

Filed2026-07-24

NRG

NRG ENERGY INC

-4.83%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VIV

TELEFONICA BRASIL SA

-2.22%

Shares38.5K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

-0.33%

Shares9.0K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY

7.92%

Shares7.0K

Event2026-06-30

Filed2026-07-24

HCA

HCA HEALTHCARE INC

-24.83%

Shares1.3K

Event2026-06-30

Filed2026-07-24

MLM

MARTIN MARIETTA MATLS INC

-1.36%

Shares871

Event2026-06-30

Filed2026-07-24

ADM

ARCHER DANIELS MIDLAND CO

49.65%

Shares6.6K

Event2026-06-30

Filed2026-07-24

DLR

DIGITAL RLTY TR INC

7.37%

Shares2.8K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

-3.16%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

48.07%

Shares12.7K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

23.59%

Shares4.6K

Event2026-06-30

Filed2026-07-24

RELX

RELX PLC

23.45%

Shares15.4K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

176.39%

Shares5.5K

Event2026-06-30

Filed2026-07-24

JBL

JABIL INC

1.53%

Shares1.3K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC

0.90%

Shares4.2K

Event2026-06-30

Filed2026-07-24

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares4.8K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

12.65%

Shares5.1K

Event2026-06-30

Filed2026-07-24

FOXA

FOX CORP

-24.33%

Shares9.2K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

-4.80%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

2.83%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CBRE

CBRE GROUP INC

2.33%

Shares3.5K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC

-0.19%

Shares7.7K

Event2026-06-30

Filed2026-07-24

BGRN

ISHARES TR

-21.37%

Shares9.7K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

-5.31%

Shares3.5K

Event2026-06-30

Filed2026-07-24

GFI

GOLD FIELDS LTD

-0.73%

Shares13.6K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WTR WKS CO INC NEW

3.57%

Shares3.5K

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

-1.50%

Shares2.8K

Event2026-06-30

Filed2026-07-24

FDVV

FIDELITY COVINGTON TRUST

New

Shares7.4K

Event2026-06-30

Filed2026-07-24

KGC

KINROSS GOLD CORP

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

-3.17%

Shares5.8K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

8.98%

Shares4.6K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

-2.37%

Shares3.4K

Event2026-06-30

Filed2026-07-24

CCI

CROWN CASTLE INC

23.44%

Shares5.9K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY PLC

-6.78%

Shares2.2K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

7.29%

Shares2.0K

Event2026-06-30

Filed2026-07-24

MFG

MIZUHO FINANCIAL GROUP INC

15.89%

Shares45.3K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

-84.21%

Shares3.9K

Event2026-06-30

Filed2026-07-24

MCO

MOODYS CORP

-0.63%

Shares953

Event2026-06-30

Filed2026-07-24

BCI

ABRDN ETFS

New

Shares19.3K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

8.89%

Shares845

Event2026-06-30

Filed2026-07-24

SHE

SPDR SERIES TRUST

-0.46%

Shares2.8K

Event2026-06-30

Filed2026-07-24

NYT

NEW YORK TIMES CO MTN BE

2.74%

Shares6.1K

Event2026-06-30

Filed2026-07-24

AVGE

AMERICAN CENTY ETF TR

0.05%

Shares4.3K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

-6.91%

Shares1.5K

Event2026-06-30

Filed2026-07-24

HDB

HDFC BANK LTD

New

Shares16.5K

Event2026-06-30

Filed2026-07-24

IUSV

ISHARES TR

-0.90%

Shares3.8K

Event2026-06-30

Filed2026-07-24

GIB

CGI INC

61.37%

Shares6.5K

Event2026-06-30

Filed2026-07-24

AIG

AMERICAN INTL GROUP INC

3.01%

Shares5.6K

Event2026-06-30

Filed2026-07-24

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

BMO

BANK MONTREAL MEDIUM

9.19%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SUSB

ISHARES TR

-2.53%

Shares16.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

-4.90%

Shares1.3K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-18.32%

Shares6.0K

Event2026-06-30

Filed2026-07-24

ADOBE INC

1.57%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CEMEX SA EURO MTN BE 144A

5.44%

Shares34.3K

Event2026-06-30

Filed2026-07-24

PDX

PIMCO DYNAMIC INCOME STRATEG

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-24

PBR

PETROLEO BRASILEIRO S A

3.78%

Shares25.4K

Event2026-06-30

Filed2026-07-24

GSK PLC

1.86%

Shares7.8K

Event2026-06-30

Filed2026-07-24

QXO

QXO INC

2.26%

Shares23.5K

Event2026-06-30

Filed2026-07-24

SONY

SONY GROUP CORP

-0.90%

Shares20.2K

Event2026-06-30

Filed2026-07-24

GEN

GEN DIGITAL INC

0.02%

Shares16.1K

Event2026-06-30

Filed2026-07-24

PGR

PROGRESSIVE CORP

14.37%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

0.14%

Shares9.3K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-13.17%

Shares7.4K

Event2026-06-30

Filed2026-07-24

BUSE

FIRST BUSEY CORP

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-24

SHV

ISHARES TR

4.18%

Shares3.5K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

8.64%

Shares1.6K

Event2026-06-30

Filed2026-07-24

FIRSTENERGY CORP

0.32%

Shares8.1K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

7.10%

Shares965

Event2026-06-30

Filed2026-07-24

ORIX CORP

New

Shares10.1K

Event2026-06-30

Filed2026-07-24

UMBF

UMB FINL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

74.74%

Shares505

Event2026-06-30

Filed2026-07-24

IBHF

ISHARES TR

-10.12%

Shares16.8K

Event2026-06-30

Filed2026-07-24

MELI

MERCADOLIBRE INC

14.36%

Shares223

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

-8.01%

Shares769

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

4.73%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TDG

TRANSDIGM GROUP INC

-9.62%

Shares282

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK A S

39.64%

Shares7.8K

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW

-0.75%

Shares9.0K

Event2026-06-30

Filed2026-07-24

VTR

VENTAS INC

5.69%

Shares4.2K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

-1.05%

Shares941

Event2026-06-30

Filed2026-07-24

SPOTIFY TECHNOLOGY S A

9.67%

Shares805

Event2026-06-30

Filed2026-07-24

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares8.1K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-75.82%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ARGT

GLOBAL X FDS

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

APPLOVIN CORP

12.46%

Shares704

Event2026-06-30

Filed2026-07-24

HMY

HARMONY GOLD MNG LTD

-2.45%

Shares23.9K

Event2026-06-30

Filed2026-07-24

RDVY

FIRST TR EXCHANGE TRADED FD

-0.47%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ZOOM COMMUNICATIONS INC

33.42%

Shares4.2K

Event2026-06-30

Filed2026-07-24

IBN

ICICI BANK LIMITED

New

Shares12.4K

Event2026-06-30

Filed2026-07-24

CBOE

CBOE GLOBAL MKTS INC

-0.54%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

18.28%

Shares2.2K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

7.03%

Shares1.2K

Event2026-06-30

Filed2026-07-24

NWG

NATWEST GROUP PLC

7.02%

Shares20.0K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

0.72%

Shares11.0K

Event2026-06-30

Filed2026-07-24

INVH

INVITATION HOMES INC

New

Shares11.5K

Event2026-06-30

Filed2026-07-24

BSCX

INVESCO EXCH TRD SLF IDX FD

New

Shares16.5K

Event2026-06-30

Filed2026-07-24

JOYY

JOYY INC

-8.59%

Shares5.2K

Event2026-06-30

Filed2026-07-24

EMBJ

EMBRAER S.A.

-2.15%

Shares5.4K

Event2026-06-30

Filed2026-07-24

EQR

EQUITY RESIDENTIAL

29.37%

Shares5.0K

Event2026-06-30

Filed2026-07-24

BNS

BANK NOVA SCOTIA B C

14.27%

Shares3.9K

Event2026-06-30

Filed2026-07-24

RKLB

ROCKET LAB CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

FIW

FIRST TR EXCHANGE-TRADED FD

-0.10%

Shares3.1K

Event2026-06-30

Filed2026-07-24

SAP

SAP SE

0.78%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IQV

IQVIA HLDGS INC

11.48%

Shares1.7K

Event2026-06-30

Filed2026-07-24

MAA

MID-AMER APT CMNTYS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT

-16.98%

Shares1.3K

Event2026-06-30

Filed2026-07-24

CANADIAN PACIFIC KANSAS CITY

23.79%

Shares3.8K

Event2026-06-30

Filed2026-07-24

GTX

GARRETT MOTION INC

New

Shares9.0K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

New

Shares499

Event2026-06-30

Filed2026-07-24

ZBH

ZIMMER BIOMET HOLDINGS INC

5.58%

Shares3.8K

Event2026-06-30

Filed2026-07-24

EXC

EXELON CORP

-10.22%

Shares6.9K

Event2026-06-30

Filed2026-07-24

AOA

ISHARES TR

0.28%

Shares3.3K

Event2026-06-30

Filed2026-07-24

HST

HOST HOTELS & RESORTS INC

12.51%

Shares13.4K

Event2026-06-30

Filed2026-07-24

WCN

WASTE CONNECTIONS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

NDAQ

NASDAQ INC

-4.48%

Shares4.0K

Event2026-06-30

Filed2026-07-24

UDR

UDR INC

13.68%

Shares7.9K

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

-1.65%

Shares7.2K

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC

1.33%

Shares1.3K

Event2026-06-30

Filed2026-07-24

FTS

FORTIS INC

12.67%

Shares5.5K

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ETF TR

10.23%

Shares6.8K

Event2026-06-30

Filed2026-07-24

AVB

AVALONBAY CMNTYS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

OMC

OMNICOM GROUP INC

-19.71%

Shares4.2K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

TLT Put PutISHARES TR3.6K sharesnew addition2026-06-302026-07-24

TLT Put

ISHARES TR

New

Shares3.6K

Event2026-06-30

Filed2026-07-24