Sponsored

The Analysis of Atlas Brown,Inc.'s Holdings & P&L

Currently, Atlas Brown,Inc. holds 237 types of securities in its portfolio with a total value $372.5M. In the most recent quarter, they have increased their positions in N/A (+42.3K shares, valued at $5.8M), IWF (+30.7K shares, valued at $3.8M), NOBL (+22.1K shares, valued at $1.2M); decreased their positions in CMI (-2.0K shares, valued at $1.4M), OGN (-68.9K shares, valued at $932.5K), N/A (-1.2K shares, valued at $837.9K); initiated new positions in N/A (+42.3K shares, valued at $5.8M), AVUV (+9.4K shares, valued at $1.2M), MU (+482 shares, valued at $556.9K).

1M P&L

+9.7M+3.44%

3M P&L

+153.3K+0.05%

HY P&L

+4.7M+1.63%

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/A90.5M

31.0%

2Semiconductors37.4M

12.8%

3Consumer Electronics19.4M

6.6%

Top Industries by Stock Count

1N/A85 stocks

41.1%

2Semiconductors9 stocks

4.3%

3Drug Manufacturers - General7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM125.4K shares-1.03%2026-06-302026-07-09

AAPL APPLE INC COM67.0K shares-1.45%2026-06-302026-07-09

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF33.5K shares-1.58%2026-06-302026-07-09

MSFT MICROSOFT CORP COM23.4K shares0.99%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON COM32.1K shares-0.12%2026-06-302026-07-09

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM24.0K shares-0.77%2026-06-302026-07-09

ABBVIE INC COM ABBVIE INC COM30.0K shares-0.28%2026-06-302026-07-09

GOOG ALPHABET INC CAP STK CL C19.6K shares-1.20%2026-06-302026-07-09

Sponsored

AMZN AMAZON COM INC COM26.3K shares-1.15%2026-06-302026-07-09

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF8.3K shares-1.92%2026-06-302026-07-09

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS42.3K sharesnew addition2026-06-302026-07-09

APPLIED MATLS INC COM APPLIED MATLS INC COM7.9K shares-12.74%2026-06-302026-07-09

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF7.6K shares3.89%2026-06-302026-07-09

IWF ISHARES RUSSELL 1000 GROWTH ETF41.2K shares292.96%2026-06-302026-07-09

INTC INTEL CORP COM36.0K shares-4.38%2026-06-302026-07-09

CAT CATERPILLAR INC COM4.7K shares-2.52%2026-06-302026-07-09

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF32.5K shares-1.27%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM4.8K shares-0.27%2026-06-302026-07-09

PG PROCTER & GAMBLE CO COM30.8K shares0.05%2026-06-302026-07-09

IWN ISHARES RUSSELL 2000 VALUE ETF20.1K shares-0.01%2026-06-302026-07-09

TJX TJX COS INC NEW COM27.9K shares-0.55%2026-06-302026-07-09

IWO ISHARES RUSSELL 2000 GROWTH ETF10.3K shares-0.07%2026-06-302026-07-09

GOOGL ALPHABET INC CAP STK CL A11.2K shares-3.26%2026-06-302026-07-09

CVX CHEVRON CORPORATION COM24.1K shares-0.07%2026-06-302026-07-09

Sponsored

HD HOME DEPOT INC COM11.0K shares0.00%2026-06-302026-07-09

IVW ISHARES S&P 500 GROWTH ETF24.9K shares-1.34%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW6.7K shares-1.03%2026-06-302026-07-09

IWS ISHARES RUSSELL MID-CAP VALUE ETF20.0K shares-1.01%2026-06-302026-07-09

META PLATFORMS INC CL A META PLATFORMS INC CL A5.8K shares-2.03%2026-06-302026-07-09

PEP PEPSICO INC COM24.3K shares-0.30%2026-06-302026-07-09

GE GE AEROSPACE COM NEW8.5K shares-0.18%2026-06-302026-07-09

QQQ INVESCO QQQ TRUST SERIES I4.1K shares1.20%2026-06-302026-07-09

Sponsored

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF10.5K shares-1.32%2026-06-302026-07-09

EEM ISHARES MSCI EMERGING MARKETS ETF43.1K shares2.22%2026-06-302026-07-09

GEV GE VERNOVA INC COM2.5K shares4.15%2026-06-302026-07-09

IWD ISHARES RUSSELL 1000 VALUE ETF11.9K shares-1.12%2026-06-302026-07-09

EFA ISHARES MSCI EAFE ETF27.1K shares1.09%2026-06-302026-07-09

VTV VANGUARD VALUE ETF12.8K shares-2.28%2026-06-302026-07-09

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF44.0K shares100.41%2026-06-302026-07-09

LLY ELI LILLY & CO COM2.0K shares0.20%2026-06-302026-07-09

Sponsored

CISCO SYS INC COM CISCO SYS INC COM20.4K shares-1.27%2026-06-302026-07-09

CMI CUMMINS INC COM3.2K shares-38.63%2026-06-302026-07-09

BAC BANK OF AMER CORP COM38.5K shares-1.20%2026-06-302026-07-09

MRK MERCK & CO INC COM16.2K shares-0.21%2026-06-302026-07-09

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM8.3K shares-0.48%2026-06-302026-07-09

PFE PFIZER INC COM80.9K shares-0.27%2026-06-302026-07-09

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND23.1K shares-1.09%2026-06-302026-07-09

IEF ISHARES 7-10 YEAR TREASURY BOND ETF20.2K shares-0.11%2026-06-302026-07-09

Sponsored

DIS DISNEY WALT CO COM19.7K shares-0.06%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS COM6.7K shares-0.63%2026-06-302026-07-09

RTX CORPORATION COM RTX CORPORATION COM9.7K shares-0.05%2026-06-302026-07-09

ABT ABBOTT LABORATORIES COM20.3K shares0.07%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING INC COM8.2K shares0.33%2026-06-302026-07-09

ORACLE CORP COM ORACLE CORP COM12.4K shares2.64%2026-06-302026-07-09

AXTI AXT INC COM25.0K shares-21.01%2026-06-302026-07-09

WMT WALMART INC COM15.6K shares-4.29%2026-06-302026-07-09

Sponsored

SITM SITIME CORP COM2.3K shares-0.38%2026-06-302026-07-09

VISA INC COM CL A VISA INC COM CL A5.0K shares0.20%2026-06-302026-07-09

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS11.6K shares0.00%2026-06-302026-07-09

MIAX MIAMI INTL HLDGS INC COM44.9K shares-11.90%2026-06-302026-07-09

UNP UNION PAC CORP COM5.9K shares0.00%2026-06-302026-07-09

KO COCA COLA CO COM19.7K shares-0.50%2026-06-302026-07-09

IWR ISHARES RUSSELL MIDCAP ETF14.4K shares-1.91%2026-06-302026-07-09

WOLF WOLFSPEED INC COM32.3K shares29.20%2026-06-302026-07-09

Sponsored

AVEM AVANTIS EMERGING MARKETS EQUITY ETF15.9K shares8.73%2026-06-302026-07-09

FHLC FIDELITY MSCI HEALTH CARE INDEX ETF19.6K shares-2.17%2026-06-302026-07-09

ASML ASML HLDG NV N Y REGISTRY SHS758 shares-3.81%2026-06-302026-07-09

BA BOEING CO COM6.6K shares0.00%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO COM4.2K shares0.07%2026-06-302026-07-09

BP BP PLC SPONSORED ADR36.9K shares1.01%2026-06-302026-07-09

RWR STATE STREET SPDR DOW JONES REIT ETF12.1K shares0.02%2026-06-302026-07-09

FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF25.7K shares-1.46%2026-06-302026-07-09

Sponsored

NETFLIX INC. COM NETFLIX INC. COM18.7K shares-0.04%2026-06-302026-07-09

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM14.8K shares-0.67%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP COM1.3K shares0.00%2026-06-302026-07-09

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF13.9K shares-5.66%2026-06-302026-07-09

T AT&T INC COM60.3K shares-0.14%2026-06-302026-07-09

IWM ISHARES RUSSELL 2000 ETF4.1K shares-2.31%2026-06-302026-07-09

CRM SALESFORCE INC COM7.9K shares5.80%2026-06-302026-07-09

ORLY OREILLY AUTOMOTIVE INC COM13.5K shares-0.18%2026-06-302026-07-09

Sponsored

TSLA TESLA INC COM2.9K shares-0.86%2026-06-302026-07-09

MCD MCDONALDS CORP COM4.5K shares-0.42%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC COM2.0K shares-6.64%2026-06-302026-07-09

AVUV AVANTIS U.S. SMALL CAP VALUE ETF9.4K sharesnew addition2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW COM NEW9.2K shares0.14%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS2.4K shares-2.71%2026-06-302026-07-09

TGT TARGET CORP COM8.9K shares0.18%2026-06-302026-07-09

SHW SHERWIN WILLIAMS CO COM3.3K shares0.03%2026-06-302026-07-09

Sponsored

PNC PNC FINL SVCS GROUP INC COM4.6K shares0.28%2026-06-302026-07-09

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A2.2K shares-0.09%2026-06-302026-07-09

RSP INVESCO S&P 500 EQUAL WEIGHT ETF5.2K shares-1.97%2026-06-302026-07-09

IJK ISHARES S&P MID-CAP 400 GROWTH ETF9.4K shares-1.65%2026-06-302026-07-09

BLK BLACKROCK INC COM1.1K shares-0.09%2026-06-302026-07-09

VB VANGUARD SMALL-CAP ETF3.3K shares62.37%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC COM3.7K shares-1.04%2026-06-302026-07-09

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST9.7K shares0.72%2026-06-302026-07-09

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF12.0K shares-1.35%2026-06-302026-07-09

BROADCOM INC COM BROADCOM INC COM2.4K shares23.94%2026-06-302026-07-09

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF2.5K shares-1.22%2026-06-302026-07-09

AMKR AMKOR TECHNOLOGY INC COM10.0K shares-0.74%2026-06-302026-07-09

VZ VERIZON COMMUNICATIONS INC COM20.2K shares-3.77%2026-06-302026-07-09

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF7.7K shares-2.13%2026-06-302026-07-09

VOE VANGUARD MID-CAP VALUE ETF4.2K shares-1.42%2026-06-302026-07-09

UTG REAVES UTIL INCOME FD COM SH BEN INT20.0K shares-2.26%2026-06-302026-07-09

Sponsored

PM PHILIP MORRIS INTL INC COM4.4K shares0.23%2026-06-302026-07-09

HUM HUMANA INC COM2.0K shares-14.73%2026-06-302026-07-09

VWO VANGUARD FTSE EMERGING MARKETS ETF13.3K shares-0.35%2026-06-302026-07-09

CMCSA COMCAST CORP NEW CL A32.1K shares-1.10%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO COM13.4K shares-0.74%2026-06-302026-07-09

BF.B BROWN FORMAN CORP CL B28.7K shares1.72%2026-06-302026-07-09

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2026-06-302026-07-09

3M CO COM 3M CO COM4.6K shares-0.33%2026-06-302026-07-09

Sponsored

UI UBIQUITI INC COM1.4K shares-2.81%2026-06-302026-07-09

KR KROGER CO COM13.2K shares-0.62%2026-06-302026-07-09

TIP ISHARES TIPS BOND ETF6.7K shares-2.22%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC COM716 shares65.36%2026-06-302026-07-09

FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF10.3K shares-2.05%2026-06-302026-07-09

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF6.0K shares-1.06%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A6.0K shares10.73%2026-06-302026-07-09

SBUX STARBUCKS CORP COM6.9K shares-0.48%2026-06-302026-07-09

Sponsored

USB US BANCORP COM NEW11.4K shares0.00%2026-06-302026-07-09

PSA PUBLIC STORAGE COM2.2K shares0.00%2026-06-302026-07-09

C CITIGROUP INC COM NEW4.9K shares-0.22%2026-06-302026-07-09

SYBT STOCK YDS BANCORP INC COM8.7K shares0.32%2026-06-302026-07-09

IVE ISHARES S&P 500 VALUE ETF2.9K shares-2.63%2026-06-302026-07-09

F FORD MTR CO COM47.5K shares0.11%2026-06-302026-07-09

DOV DOVER CORP COM2.9K shares-0.10%2026-06-302026-07-09

VEA VANGUARD FTSE DEVELOPED MARKETS ETF9.1K shares-18.04%2026-06-302026-07-09

Sponsored

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B10.1K shares5.32%2026-06-302026-07-09

QCOM QUALCOMM INC COM3.3K shares-6.83%2026-06-302026-07-09

UTF COHEN & STEERS INFRASTRUCTURE COM22.0K shares-1.16%2026-06-302026-07-09

DHR DANAHER CORP DEL COM3.2K shares-4.27%2026-06-302026-07-09

FQAL FIDELITY QUALITY FACTOR ETF7.1K shares-8.62%2026-06-302026-07-09

FAST FASTENAL CO COM12.0K shares-0.04%2026-06-302026-07-09

WAT WATERS CORP COM1.5K shares0.79%2026-06-302026-07-09

IDEXX LABS INC COM IDEXX LABS INC COM1.1K shares0.00%2026-06-302026-07-09

Sponsored

ADOBE INC COM ADOBE INC COM2.7K shares171.81%2026-06-302026-07-09

CVS CVS HEALTH CORP COM5.4K shares0.62%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC COM482 sharesnew addition2026-06-302026-07-09

BF.A BROWN FORMAN CORP CL A20.4K shares0.00%2026-06-302026-07-09

EW EDWARDS LIFESCIENCES CORP COM5.9K shares0.00%2026-06-302026-07-09

UBER UBER TECHNOLOGIES INC COM7.4K sharesnew addition2026-06-302026-07-09

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF10.5K shares0.00%2026-06-302026-07-09

SOUTHERN CO COM SOUTHERN CO COM5.4K shares0.29%2026-06-302026-07-09

Sponsored

PYPL PAYPAL HLDGS INC COM12.0K shares62.89%2026-06-302026-07-09

WFC WELLS FARGO & CO COM6.2K shares-0.64%2026-06-302026-07-09

IVOV VANGUARD S&P MID-CAP 400 VALUE ETF4.4K shares-3.86%2026-06-302026-07-09

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF5.9K shares101.09%2026-06-302026-07-09

QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.3K shares-13.91%2026-06-302026-07-09

RPM RPM INTL INC COM4.3K shares-6.49%2026-06-302026-07-09

EMR EMERSON ELEC CO COM3.3K shares0.03%2026-06-302026-07-09

OMC OMNICOM GROUP INC COM6.5K shares0.00%2026-06-302026-07-09

Sponsored

GLD SPDR GOLD SHARES1.3K shares-0.40%2026-06-302026-07-09

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF2.6K shares-0.12%2026-06-302026-07-09

MUB ISHARES NATIONAL MUNI BOND ETF4.3K shares0.61%2026-06-302026-07-09

MO ALTRIA GROUP INC COM6.4K shares0.55%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC COM1.5K sharesnew addition2026-06-302026-07-09

DKS DICKS SPORTING GOODS INC COM2.0K shares0.00%2026-06-302026-07-09

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF6.6K shares33.34%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP COM1.8K shares60.04%2026-06-302026-07-09

Sponsored

GILD GILEAD SCIENCES INC COM3.5K shares-0.14%2026-06-302026-07-09

IYW ISHARES U.S. TECHNOLOGY ETF1.7K shares-2.05%2026-06-302026-07-09

VGT VANGUARD INFORMATION TECHNOLOGY ETF3.6K shares699.56%2026-06-302026-07-09

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF5.2K shares-6.10%2026-06-302026-07-09

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF9.3K shares79.84%2026-06-302026-07-09

USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.4K shares0.75%2026-06-302026-07-09

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.2K shares0.00%2026-06-302026-07-09

KMI KINDER MORGAN INC DEL COM13.1K shares0.08%2026-06-302026-07-09

Sponsored

IYF ISHARES U.S. FINANCIALS ETF3.2K shares0.28%2026-06-302026-07-09

INTU INTUIT COM1.5K sharesnew addition2026-06-302026-07-09

IJJ ISHARES S&P MID-CAP 400 VALUE ETF2.7K shares0.19%2026-06-302026-07-09

CINF CINCINNATI FINL CORP COM2.1K shares0.00%2026-06-302026-07-09

PGR PROGRESSIVE CORP COM1.8K shares-1.38%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS INC COM1.3K shares0.00%2026-06-302026-07-09

FXZ FIRST TRUST MATERIALS ALPHADEX FUND4.7K shares-1.76%2026-06-302026-07-09

SHEL SHELL PLC SPON ADS4.8K shares0.00%2026-06-302026-07-09

Sponsored

IWB ISHARES RUSSELL 1000 ETF900 shares-10.00%2026-06-302026-07-09

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF10.6K shares0.10%2026-06-302026-07-09

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM860 shares-0.69%2026-06-302026-07-09

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF6.5K sharesnew addition2026-06-302026-07-09

MTBA SIMPLIFY MBS ETF7.0K shares0.00%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L P COM9.2K shares-26.26%2026-06-302026-07-09

KLAC KLA CORP COM NEW1.1K sharesnew addition2026-06-302026-07-09

IAU ISHARES GOLD TRUST4.4K shares1.62%2026-06-302026-07-09

Sponsored

AVDE AVANTIS INTERNATIONAL EQUITY ETF3.7K shares3.32%2026-06-302026-07-09

ETN EATON CORP PLC SHS766 shares0.26%2026-06-302026-07-09

MOAT VANECK MORNINGSTAR WIDE MOAT ETF3.1K shares-29.55%2026-06-302026-07-09

FITB FIFTH THIRD BANCORP COM5.7K shares0.31%2026-06-302026-07-09

FDVV FIDELITY HIGH DIVIDEND ETF5.3K shares0.23%2026-06-302026-07-09

SYY SYSCO CORP COM3.8K shares-0.13%2026-06-302026-07-09

FNCL FIDELITY MSCI FINANCIALS INDEX ETF4.2K shares2.29%2026-06-302026-07-09

OTTR OTTER TAIL CORP COM3.5K shares0.00%2026-06-302026-07-09

Sponsored

PSKY PARAMOUNT SKYDANCE CORP COM CL B31.5K shares-23.64%2026-06-302026-07-09

VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF4.0K shares0.00%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC COM599 shares-1.80%2026-06-302026-07-09

UL UNILEVER PLC SPON ADR NEW5.0K shares-0.38%2026-06-302026-07-09

WEN WENDYS CO COM35.0K shares16.67%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC COM841 sharesnew addition2026-06-302026-07-09

CHDN CHURCHILL DOWNS INC COM3.2K shares-25.75%2026-06-302026-07-09

DOC HEALTHPEAK PROPERTIES INC COM13.3K shares1.02%2026-06-302026-07-09

Sponsored

IYJ ISHARES U.S. INDUSTRIALS ETF1.7K shares0.12%2026-06-302026-07-09

NOC NORTHROP GRUMMAN CORP COM547 shares-6.34%2026-06-302026-07-09

CSX CSX CORP COM5.8K shares0.00%2026-06-302026-07-09

SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF3.5K shares-17.04%2026-06-302026-07-09

CAG CONAGRA BRANDS INC COM20.1K shares58.29%2026-06-302026-07-09

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF2.8K shares-0.07%2026-06-302026-07-09

LOW LOWES COS INC COM1.2K shares-1.88%2026-06-302026-07-09

GPK GRAPHIC PACKAGING HLDG CO COM25.0K sharesnew addition2026-06-302026-07-09

Sponsored

GWW WW GRAINGER INC COM193 shares-4.93%2026-06-302026-07-09

VBK VANGUARD SMALL-CAP GROWTH ETF715 shares0.00%2026-06-302026-07-09

IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF2.5K shares0.12%2026-06-302026-07-09

MGMT BALLAST SMALL/MID CAP ETF5.0K shares0.00%2026-06-302026-07-09

ET ENERGY TRANSFER L P COM UT LTD PTN13.3K shares0.00%2026-06-302026-07-09

PPG PPG INDS INC COM2.1K shares0.24%2026-06-302026-07-09

IYH ISHARES U.S. HEALTHCARE ETF3.6K shares0.25%2026-06-302026-07-09

TEL TE CONNECTIVITY PLC ORD SHS1.2K shares0.00%2026-06-302026-07-09

Sponsored

VOO VANGUARD S&P 500 ETF349 shares1.45%2026-06-302026-07-09

RWL INVESCO S&P 500 REVENUE ETF1.9K shares0.32%2026-06-302026-07-09

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.2K shares-1.29%2026-06-302026-07-09

NSC NORFOLK SOUTHN CORP COM745 shares0.00%2026-06-302026-07-09

FI FISERV INC COM4.7K sharesnew addition2026-06-302026-07-09

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.5K shares-0.68%2026-06-302026-07-09

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF5.8K shares0.42%2026-06-302026-07-09

GGG GRACO INC COM3.0K shares0.00%2026-06-302026-07-09

Sponsored

VUG VANGUARD GROWTH ETF2.6K sharesnew addition2026-06-302026-07-09

IYM ISHARES U.S. BASIC MATERIALS ETF1.2K shares0.24%2026-06-302026-07-09

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.0K shares-3.04%2026-06-302026-07-09

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR4.1K shares0.00%2026-06-302026-07-09

EFAS GLOBAL X MSCI SUPERDIVIDEND EAFE ETF9.9K sharesnew addition2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC COM NEW531 shares-4.84%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO COM2.3K sharesnew addition2026-06-302026-07-09

YUM YUM BRANDS INC COM1.3K shares0.00%2026-06-302026-07-09

Sponsored

MEDTRONIC PLC SHS MEDTRONIC PLC SHS2.6K shares0.50%2026-06-302026-07-09

DE DEERE & CO COM318 sharesnew addition2026-06-302026-07-09

OGN ORGANON & CO COMMON STOCK11.3K shares-85.90%2026-06-302026-07-09

JBS JBS N.V. CL A SHS10.0K sharesnew addition2026-06-302026-07-09

ATEC ALPHATEC HLDGS INC COM NEW12.8K sharesnew addition2026-06-302026-07-09

NVDA

NVIDIA CORPORATION COM

-1.03%

Shares125.4K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC COM

-1.45%

Shares67.0K

Event2026-06-30

Filed2026-07-09

VANGUARD TOTAL STOCK MARKET ETF

-1.58%

Shares33.5K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP COM

0.99%

Shares23.4K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON COM

-0.12%

Shares32.1K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO COM

-0.77%

Shares24.0K

Event2026-06-30

Filed2026-07-09

ABBVIE INC COM

-0.28%

Shares30.0K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC CAP STK CL C

-1.20%

Shares19.6K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC COM

-1.15%

Shares26.3K

Event2026-06-30

Filed2026-07-09

STATE STREET SPDR S&P 500 ETF

-1.92%

Shares8.3K

Event2026-06-30

Filed2026-07-09

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares42.3K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC COM

-12.74%

Shares7.9K

Event2026-06-30

Filed2026-07-09

ISHARES CORE S&P 500 ETF

3.89%

Shares7.6K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES RUSSELL 1000 GROWTH ETF

292.96%

Shares41.2K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP COM

-4.38%

Shares36.0K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC COM

-2.52%

Shares4.7K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-1.27%

Shares32.5K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION COM

-0.27%

Shares4.8K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO COM

0.05%

Shares30.8K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES RUSSELL 2000 VALUE ETF

-0.01%

Shares20.1K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW COM

-0.55%

Shares27.9K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-0.07%

Shares10.3K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC CAP STK CL A

-3.26%

Shares11.2K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION COM

-0.07%

Shares24.1K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC COM

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES S&P 500 GROWTH ETF

-1.34%

Shares24.9K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.03%

Shares6.7K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-1.01%

Shares20.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC CL A

-2.03%

Shares5.8K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC COM

-0.30%

Shares24.3K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE COM NEW

-0.18%

Shares8.5K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TRUST SERIES I

1.20%

Shares4.1K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

-1.32%

Shares10.5K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES MSCI EMERGING MARKETS ETF

2.22%

Shares43.1K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC COM

4.15%

Shares2.5K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES RUSSELL 1000 VALUE ETF

-1.12%

Shares11.9K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES MSCI EAFE ETF

1.09%

Shares27.1K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD VALUE ETF

-2.28%

Shares12.8K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

100.41%

Shares44.0K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO COM

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC COM

-1.27%

Shares20.4K

Event2026-06-30

Filed2026-07-09

CMI

CUMMINS INC COM

-38.63%

Shares3.2K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP COM

-1.20%

Shares38.5K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC COM

-0.21%

Shares16.2K

Event2026-06-30

Filed2026-07-09

CLOUDFLARE INC CL A COM

-0.48%

Shares8.3K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC COM

-0.27%

Shares80.9K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-1.09%

Shares23.1K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-0.11%

Shares20.2K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO COM

-0.06%

Shares19.7K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS COM

-0.63%

Shares6.7K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION COM

-0.05%

Shares9.7K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES COM

0.07%

Shares20.3K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING INC COM

0.33%

Shares8.2K

Event2026-06-30

Filed2026-07-09

ORACLE CORP COM

2.64%

Shares12.4K

Event2026-06-30

Filed2026-07-09

AXTI

AXT INC COM

-21.01%

Shares25.0K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC COM

-4.29%

Shares15.6K

Event2026-06-30

Filed2026-07-09

SITM

SITIME CORP COM

-0.38%

Shares2.3K

Event2026-06-30

Filed2026-07-09

VISA INC COM CL A

0.20%

Shares5.0K

Event2026-06-30

Filed2026-07-09

JOHNSON CTLS INTL PLC SHS

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-09

MIAX

MIAMI INTL HLDGS INC COM

-11.90%

Shares44.9K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP COM

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

COCA COLA CO COM

-0.50%

Shares19.7K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES RUSSELL MIDCAP ETF

-1.91%

Shares14.4K

Event2026-06-30

Filed2026-07-09

WOLF

WOLFSPEED INC COM

29.20%

Shares32.3K

Event2026-06-30

Filed2026-07-09

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

8.73%

Shares15.9K

Event2026-06-30

Filed2026-07-09

FHLC

FIDELITY MSCI HEALTH CARE INDEX ETF

-2.17%

Shares19.6K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV N Y REGISTRY SHS

-3.81%

Shares758

Event2026-06-30

Filed2026-07-09

BOEING CO COM

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO COM

0.07%

Shares4.2K

Event2026-06-30

Filed2026-07-09

BP PLC SPONSORED ADR

1.01%

Shares36.9K

Event2026-06-30

Filed2026-07-09

RWR

STATE STREET SPDR DOW JONES REIT ETF

0.02%

Shares12.1K

Event2026-06-30

Filed2026-07-09

FSTA

FIDELITY MSCI CONSUMER STAPLES INDEX ETF

-1.46%

Shares25.7K

Event2026-06-30

Filed2026-07-09

NETFLIX INC. COM

-0.04%

Shares18.7K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC COM

-0.67%

Shares14.8K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

REGL

PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF

-5.66%

Shares13.9K

Event2026-06-30

Filed2026-07-09

AT&T INC COM

-0.14%

Shares60.3K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES RUSSELL 2000 ETF

-2.31%

Shares4.1K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC COM

5.80%

Shares7.9K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC COM

-0.18%

Shares13.5K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC COM

-0.86%

Shares2.9K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP COM

-0.42%

Shares4.5K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC COM

-6.64%

Shares2.0K

Event2026-06-30

Filed2026-07-09

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

New

Shares9.4K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW COM NEW

0.14%

Shares9.2K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-2.71%

Shares2.4K

Event2026-06-30

Filed2026-07-09

TGT

TARGET CORP COM

0.18%

Shares8.9K

Event2026-06-30

Filed2026-07-09

SHW

SHERWIN WILLIAMS CO COM

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC COM

0.28%

Shares4.6K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED CL A

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.97%

Shares5.2K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-1.65%

Shares9.4K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC COM

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-09

VANGUARD SMALL-CAP ETF

62.37%

Shares3.3K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC COM

-1.04%

Shares3.7K

Event2026-06-30

Filed2026-07-09

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

0.72%

Shares9.7K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-1.35%

Shares12.0K

Event2026-06-30

Filed2026-07-09

BROADCOM INC COM

23.94%

Shares2.4K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-1.22%

Shares2.5K

Event2026-06-30

Filed2026-07-09

AMKR

AMKOR TECHNOLOGY INC COM

-0.74%

Shares10.0K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC COM

-3.77%

Shares20.2K

Event2026-06-30

Filed2026-07-09

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

-2.13%

Shares7.7K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD MID-CAP VALUE ETF

-1.42%

Shares4.2K

Event2026-06-30

Filed2026-07-09

UTG

REAVES UTIL INCOME FD COM SH BEN INT

-2.26%

Shares20.0K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC COM

0.23%

Shares4.4K

Event2026-06-30

Filed2026-07-09

HUM

HUMANA INC COM

-14.73%

Shares2.0K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-0.35%

Shares13.3K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW CL A

-1.10%

Shares32.1K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO COM

-0.74%

Shares13.4K

Event2026-06-30

Filed2026-07-09

BF.B

BROWN FORMAN CORP CL B

1.72%

Shares28.7K

Event2026-06-30

Filed2026-07-09

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares1

Event2026-06-30

Filed2026-07-09

3M CO COM

-0.33%

Shares4.6K

Event2026-06-30

Filed2026-07-09

UBIQUITI INC COM

-2.81%

Shares1.4K

Event2026-06-30

Filed2026-07-09

KROGER CO COM

-0.62%

Shares13.2K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TIPS BOND ETF

-2.22%

Shares6.7K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC COM

65.36%

Shares716

Event2026-06-30

Filed2026-07-09

FCOM

FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF

-2.05%

Shares10.3K

Event2026-06-30

Filed2026-07-09

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-1.06%

Shares6.0K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC CL A

10.73%

Shares6.0K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP COM

-0.48%

Shares6.9K

Event2026-06-30

Filed2026-07-09

USB

US BANCORP COM NEW

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-09

PSA

PUBLIC STORAGE COM

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC COM NEW

-0.22%

Shares4.9K

Event2026-06-30

Filed2026-07-09

SYBT

STOCK YDS BANCORP INC COM

0.32%

Shares8.7K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES S&P 500 VALUE ETF

-2.63%

Shares2.9K

Event2026-06-30

Filed2026-07-09

FORD MTR CO COM

0.11%

Shares47.5K

Event2026-06-30

Filed2026-07-09

DOV

DOVER CORP COM

-0.10%

Shares2.9K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-18.04%

Shares9.1K

Event2026-06-30

Filed2026-07-09

FREEPORT MCMORAN INC CL B

5.32%

Shares10.1K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC COM

-6.83%

Shares3.3K

Event2026-06-30

Filed2026-07-09

UTF

COHEN & STEERS INFRASTRUCTURE COM

-1.16%

Shares22.0K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL COM

-4.27%

Shares3.2K

Event2026-06-30

Filed2026-07-09

FQAL

FIDELITY QUALITY FACTOR ETF

-8.62%

Shares7.1K

Event2026-06-30

Filed2026-07-09

FAST

FASTENAL CO COM

-0.04%

Shares12.0K

Event2026-06-30

Filed2026-07-09

WAT

WATERS CORP COM

0.79%

Shares1.5K

Event2026-06-30

Filed2026-07-09

IDEXX LABS INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

ADOBE INC COM

171.81%

Shares2.7K

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP COM

0.62%

Shares5.4K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC COM

New

Shares482

Event2026-06-30

Filed2026-07-09

BF.A

BROWN FORMAN CORP CL A

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-09

EDWARDS LIFESCIENCES CORP COM

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC COM

New

Shares7.4K

Event2026-06-30

Filed2026-07-09

GSST

GOLDMAN SACHS ULTRA SHORT BOND ETF

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO COM

0.29%

Shares5.4K

Event2026-06-30

Filed2026-07-09

PYPL

PAYPAL HLDGS INC COM

62.89%

Shares12.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO COM

-0.64%

Shares6.2K

Event2026-06-30

Filed2026-07-09

IVOV

VANGUARD S&P MID-CAP 400 VALUE ETF

-3.86%

Shares4.4K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

101.09%

Shares5.9K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-13.91%

Shares2.3K

Event2026-06-30

Filed2026-07-09

RPM

RPM INTL INC COM

-6.49%

Shares4.3K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO COM

0.03%

Shares3.3K

Event2026-06-30

Filed2026-07-09

OMC

OMNICOM GROUP INC COM

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD SHARES

-0.40%

Shares1.3K

Event2026-06-30

Filed2026-07-09

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-0.12%

Shares2.6K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES NATIONAL MUNI BOND ETF

0.61%

Shares4.3K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC COM

0.55%

Shares6.4K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

DKS

DICKS SPORTING GOODS INC COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

33.34%

Shares6.6K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP COM

60.04%

Shares1.8K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC COM

-0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES U.S. TECHNOLOGY ETF

-2.05%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

699.56%

Shares3.6K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-6.10%

Shares5.2K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

79.84%

Shares9.3K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.75%

Shares4.4K

Event2026-06-30

Filed2026-07-09

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

KMI

KINDER MORGAN INC DEL COM

0.08%

Shares13.1K

Event2026-06-30

Filed2026-07-09

IYF

ISHARES U.S. FINANCIALS ETF

0.28%

Shares3.2K

Event2026-06-30

Filed2026-07-09

INTU

INTUIT COM

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.19%

Shares2.7K

Event2026-06-30

Filed2026-07-09

CINF

CINCINNATI FINL CORP COM

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

PGR

PROGRESSIVE CORP COM

-1.38%

Shares1.8K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS INC COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FXZ

FIRST TRUST MATERIALS ALPHADEX FUND

-1.76%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC SPON ADS

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES RUSSELL 1000 ETF

-10.00%

Shares900

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.10%

Shares10.6K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC COM

-0.69%

Shares860

Event2026-06-30

Filed2026-07-09

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares6.5K

Event2026-06-30

Filed2026-07-09

MTBA

SIMPLIFY MBS ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L P COM

-26.26%

Shares9.2K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP COM NEW

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TRUST

1.62%

Shares4.4K

Event2026-06-30

Filed2026-07-09

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

3.32%

Shares3.7K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC SHS

0.26%

Shares766

Event2026-06-30

Filed2026-07-09

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-29.55%

Shares3.1K

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP COM

0.31%

Shares5.7K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY HIGH DIVIDEND ETF

0.23%

Shares5.3K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP COM

-0.13%

Shares3.8K

Event2026-06-30

Filed2026-07-09

FNCL

FIDELITY MSCI FINANCIALS INDEX ETF

2.29%

Shares4.2K

Event2026-06-30

Filed2026-07-09

OTTR

OTTER TAIL CORP COM

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-09

PSKY

PARAMOUNT SKYDANCE CORP COM CL B

-23.64%

Shares31.5K

Event2026-06-30

Filed2026-07-09

VANECK GOLD MINERS ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC COM

-1.80%

Shares599

Event2026-06-30

Filed2026-07-09

UNILEVER PLC SPON ADR NEW

-0.38%

Shares5.0K

Event2026-06-30

Filed2026-07-09

WEN

WENDYS CO COM

16.67%

Shares35.0K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC COM

New

Shares841

Event2026-06-30

Filed2026-07-09

CHDN

CHURCHILL DOWNS INC COM

-25.75%

Shares3.2K

Event2026-06-30

Filed2026-07-09

DOC

HEALTHPEAK PROPERTIES INC COM

1.02%

Shares13.3K

Event2026-06-30

Filed2026-07-09

IYJ

ISHARES U.S. INDUSTRIALS ETF

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-09

NOC

NORTHROP GRUMMAN CORP COM

-6.34%

Shares547

Event2026-06-30

Filed2026-07-09

CSX

CSX CORP COM

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-09

SMDV

PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF

-17.04%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CAG

CONAGRA BRANDS INC COM

58.29%

Shares20.1K

Event2026-06-30

Filed2026-07-09

ISHARES CORE MSCI EAFE ETF

-0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC COM

-1.88%

Shares1.2K

Event2026-06-30

Filed2026-07-09

GPK

GRAPHIC PACKAGING HLDG CO COM

New

Shares25.0K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC COM

-4.93%

Shares193

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.00%

Shares715

Event2026-06-30

Filed2026-07-09

IYC

ISHARES U.S. CONSUMER DISCRETIONARY ETF

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-09

MGMT

BALLAST SMALL/MID CAP ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

ENERGY TRANSFER L P COM UT LTD PTN

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-09

PPG

PPG INDS INC COM

0.24%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IYH

ISHARES U.S. HEALTHCARE ETF

0.25%

Shares3.6K

Event2026-06-30

Filed2026-07-09

TEL

TE CONNECTIVITY PLC ORD SHS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD S&P 500 ETF

1.45%

Shares349

Event2026-06-30

Filed2026-07-09

RWL

INVESCO S&P 500 REVENUE ETF

0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-09

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-1.29%

Shares4.2K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares745

Event2026-06-30

Filed2026-07-09

FISERV INC COM

New

Shares4.7K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-0.68%

Shares1.5K

Event2026-06-30

Filed2026-07-09

AAAU

GOLDMAN SACHS PHYSICAL GOLD ETF

0.42%

Shares5.8K

Event2026-06-30

Filed2026-07-09

GGG

GRACO INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD GROWTH ETF

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

IYM

ISHARES U.S. BASIC MATERIALS ETF

0.24%

Shares1.2K

Event2026-06-30

Filed2026-07-09

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-3.04%

Shares4.0K

Event2026-06-30

Filed2026-07-09

GSK PLC SPONSORED ADR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

EFAS

GLOBAL X MSCI SUPERDIVIDEND EAFE ETF

New

Shares9.9K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC COM NEW

-4.84%

Shares531

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO COM

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

YUM

YUM BRANDS INC COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC SHS

0.50%

Shares2.6K

Event2026-06-30

Filed2026-07-09

DEERE & CO COM

New

Shares318

Event2026-06-30

Filed2026-07-09

OGN

ORGANON & CO COMMON STOCK

-85.90%

Shares11.3K

Event2026-06-30

Filed2026-07-09

JBS

JBS N.V. CL A SHS

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

ATEC

ALPHATEC HLDGS INC COM NEW

New

Shares12.8K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available